Since BTC broke the previous high, the market has continued to fluctuate widely. Don't say that I didn't warn you. If you miss the bear market, what awaits you in the bull market is not sudden wealth, but the money in your pocket will be blown away by the wind and rain...
Now after May Day, the market has rebounded rapidly again, with BTC rebounding to 65K and ETH rebounding to 3200. Many people like to analyze interest rate hike policies, currency exchange rates and some macro conditions. These things are certainly important, but they do not follow the will of retail investors. No one can give a definite answer except for guessing and pretending.
But on the contrary, the trend will not change. Just like from carriages to cars, from steam to electrical appliances, from reality to the Internet. Even if there are constant financial crises and economic depressions, technological progress and human development are inevitable, so are the profits brought by relying on technological monopoly and technological subversion.
This is the difference between "big things" and "small things". The market is volatile, and many negative voices have also come out, such as the lack of real demand in the encryption industry, investors/project parties are eager for quick success, etc.
It is undeniable that this is the case at this stage, but the problem is that if the crypto industry cannot give an "imaginative" return, the current casino atmosphere alone will obviously not be able to support the 3 trillion crypto market value. If it can be supported and has a larger valuation space, there are things that retail investors have not noticed.
I just looked at the market software and news, and found that the AI sector has risen a lot. Today, let's talk about the AI sector and whether the combination of AI and crypto is a scam, and the future evolution trend.
Investment has a model. My personal way is to first understand the business logic of the big track, whether there can be a big market, and what problems there are. Then compare the projects that have emerged in these tracks to see if they are solving these problems, and finally consider whether the current valuation of the project is high or low.
The same is true for the AI track. First, we must understand what the concept of "AI" means, and then talk about other things.
AI is artificial intelligence, which has been called artificial intelligence for a long time in the past. The huge potential it really has is to subvert search engines.
In the Internet web2 era, Google's completion is "the fastest way to get answers", but this is not enough.Because there is still a problem here, that is, "how to ask questions". Most of them don't distinguish between the important and the important. The reason why the search engine is not used well is that there is no way to ask questions, or there is no way to describe your own questions, so naturally there is no way to get the answers you want.
OpenAI has taken a big step in solving this problem. When using Bing, AI will guide you to ask better questions based on factors such as the language environment database, so as to get more accurate answers.
But there is a very huge problem with AI. Now AI is not perfect, sometimes like artificial intelligence, but if the accuracy of AI is so high that ordinary people cannot distinguish it, when the accuracy rate reaches 99.99%, the remaining 0.01% is wrong, but it involves issues such as faith, outlook on life, and ideology, there will be serious hidden dangers------This model is made by only a few people, who knows what they think, or, when the whole people trust AI, the controller of OpenAI can control the whole world.
This is why the group of big guys joined forces to stop the development of AI. What if you sneak a few steps ahead of AI, all the money will be earned by you, and no one will have to play.
Well, AI has an epoch-making effect and is a revolution in productivity, but centralized AI is also an extremely dangerous tool. If it is not used well, it will enslave the whole world.
What is the solution? Decentralization. The crypto industry provides blockchain technology as a solution. Then, if AI runs in a decentralized way, it can avoid the core problem of being controlled by the center.
In turn, the blockchain can also use AI to improve the code loopholes left by the project party intentionally or unintentionally, and execute DAO in the fairest way.
This is the philosophical logic of the combination of AI and blockchain. From this perspective, it is completely feasible for AI to enter the blockchain, and it is likely to be the trend of the future.
At this point, we can preview a vision. If the blockchain eventually evolves into a "virtual world" (global economy) like Oasis, Ready Player One, or even The Matrix, then AI is an "emotionless God" who makes rules and maintains them based on set programs.
Pull the lens closer, that is, AI handles the specification and maintenance of rules for an industry or a track.
Then let's look at the current projects. Which ones are leaning towards this direction? Take the "AI" concept that has been rising sharply recently and see?
WLD? (Worldcoin) WLD is not AI in essence. Don't be blinded by the Ultraman halo. It provides DID.
PHB? (Phoenix) PHB is a layer1 and layer2 infrastructure. It is about DAPPS focusing on the next generation of artificial intelligence. When it comes to AI, it is a GenAI model, which is so rough that it can't be seen. The crypto industry is not capable of making a large language model. How many years has OpenAI been doing it, how much money has it spent, how many top bosses have it found, and how many years of data has it collected? There is no way to overtake on the curve. It's nothing more than riding on the concept and the heat.
ARKM? This is an on-chain data analysis platform. It can only be said that there is some potential in the future. The potential lies in long-term operation and a large enough database, not other things.
Strictly speaking, 99.99% of the AI track is riding on the hot spots, including the above-mentioned projects that are casually mentioned in the AI direction.
In a word, it can be summarized as an iron AI track and a changing project. If you want to analyze from an investment perspective, I will not invest in any track with AI as the main concept for a long time. Except for speculators who are engaged in hot spot operations, I do not recommend investing. As a retail investor, chasing hot spots is a very wrong choice. There is no money, no channels, and no resources. The final result is that the best result is to provide the market with something to keep. If you are unlucky, you will be scammed and run away.
The bull market is already halfway through. It is enough to continue holding BTC and ETH with full positions. If you are short or light, please cherish every big crash in the bull market------only these opportunities can give you the opportunity to build a light position.
