I heavily invested 2 million in Goat, and after investing 3.5 million on Binance, I heavily invested in Pnut, both of which yielded huge returns.
This time, I saw the DeSci track very early, but entered a little late. After all, this track intuitively feels like "just another attempt to ride the hype". Our crypto market is a crazy and stupid market, where the community's Official Twitter posting a picture can reap a harvest, and they are always trying to ride the hype. We have already become immune to general hype, and it seems that even without research, we won't miss anything.
But because it is not easy to understand, it still fits the sentence I often say: "Those who are not on the car haven't understood it, and those who have understood it haven't got on the car yet." Not being easy to understand does not mean it cannot be understood. I will explain it clearly to you in 10 minutes, and after reading it, you may have a different feeling.
I. DeSci Background
DeSci, or Decentralized Science, uses blockchain technology to break down traditional barriers in scientific research. In the past, scientific research commercialization has taken a long time and faced problems such as lack of funding, uneven distribution of resources, and poor sharing of results.
The general public may not see it, but CZ stands at a higher level and knows that there are many geniuses here who lack an opportunity and support. The high speculative nature of the blockchain gives DeSci a chance to develop - just like the development of the United States, which cannot be separated from Wall Street under the Catalpa tree, a market full of speculation. The essence of the stock market is to use the speculative market to promote the realization of value.
The integration of DeSci and the crypto world is actually complementary:
The high speculative nature of the crypto world, where everyone loves money; the zero speculative nature of the scientific research circle, where everyone works hard, possibly with zero results for decades, and countless talents silently dedicate themselves, lacking funds and support.
What if the two are connected? Those who love money come for the money and support the ideals; those who love science have money to use and get development.
When DeSci makes scientific research more prosperous, the scientific research achievements that change the world can also feed back to the crypto world - whether it is bringing mainstream attention or a continuous stream of external empowerment, it is very beneficial.
These logics have actually not been paid much attention to, after all, how to realize them? Is it just another case of blowing hot air?
II. Several Major Events
Several seemingly independent but closely related events have recently occurred:
1. Binance Announces Exclusive Investment in BIO Protocol
This is a DeSci protocol, a technology company. The purpose of this protocol is to use blockchain technology to change the financing and commercialization methods of early scientific research. Early scientific research financing? The crypto world is not short of money, how to change the commercialization method? Let's see what Binance Labs says, they say: "BIO can be seen as the Y Combinator of on-chain science".
Y Combinator is the world's most powerful incubator, with the total value of the top 100 most valuable startups under its wing exceeding $100 billion, including Airbnb, Coinbase, Stripe, Reddit, and others.
Compared to the current system that relies on central institutions for research and funding, decentralized science or DeSci aims to obtain research investment through crowdsourcing initiatives and decentralized ownership.
The BIO platform enables global scientists, patients, and investors to fund, develop, and co-own new drugs through biotech DAOs, filling the gaps in traditional scientific funding, particularly in areas such as rare diseases, longevity, and emerging health challenges. BIO's existing network consists of seven "BioDaos" running on the Ethereum blockchain, and the spokesperson stated that there are plans to expand to Solana and other blockchains in the first quarter of 2025. These DAOs are fundamentally different from the traditional DAOs in the crypto sphere, such as VitaDAO, which is dedicated to funding and advancing early-stage longevity research and has received support from the venture capital arm of the global pharmaceutical company Pfizer, which is currently researching longevity and anti-aging. Pfizer's current market capitalization is $145 billion, comparable to OpenAI, which was valued at $150 billion in its latest funding round.
2. CZ's New Direction: AI and Biotechnology
After his release, CZ gave an interview in which he discussed his future direction, and his exact words were:
"Now I'm mainly doing two things: one is Google Academy, and the other is investing. I'm mainly focused on the three areas of blockchain, artificial intelligence, and biotechnology."
With the combination of artificial intelligence, Binance has already launched ACT. As for biotechnology, what are the interesting targets worth focusing on? Who are the industry leaders? We'll leave that for later and first look at CZ's moves. On November 13th, Binance founder CZ posted on the social platform X, "Learned at a small DeSci entrepreneur gathering organized by Binance Labs," accompanied by a photo of himself and Vitalik.
At this event, V also showed CZ the first longevity product of VitaDAO - VD001, a natural high-dose spermidine supplement that has received approval from the Thai FDA. CZ directly stated, "I hope to see 1,000 DeSci projects next year."
3. Binance Official Twitter Releases DeSCi Research Report
The report mainly explores what decentralized science is and lists several examples, including academic publishing, research funding, data sharing, and collaboration. This reflects Binance's attention to this track - when Binance releases a research report, it is generally related to Binance's coin listing.
The original report can be found here.
So, where are the opportunities in DeSCi, and which targets should we focus on?
III. The Main Lines of DeSCi
The recent surge in DeSCi is actually traceable, stemming from the aforementioned moves by CZ and Binance. Therefore, to play DeSCi, one must grasp the main lines and understand the key contradictions, which is to closely follow Binance and CZ.
Let's briefly review the main lines:
1. Binance-invested Bio Protocols
This protocol has completed two rounds of fundraising, raising $33 million, and I participated in the second round. However, this is essentially the protocol's value token, and the listing on Binance is still early, which is normal.
2. Bio Protocol Subsidiary DAOs
The most well-known one is VitaDAO, which was established by members of the Bio protocol itself to promote DeSCi. The Bio protocol has set up a token issuance platform called http://pump.science. This platform is very different from http://pump.fun - it's not about randomly issuing tokens, but tokens that are strongly related to scientific experiments. As of now, there are only two projects, $rif and $uro, both of which are in the life science areas that CZ is interested in.
The experiments behind these tokens are backed by Pfizer, which has invested in VitaDAO. Pfizer's market value is as high as OpenAI's. The progress of these experiments is synchronized on the website and is closely linked to the tokens. So the third token on the platform is still early, and it will depend entirely on the experiments. But we can make a prediction that the platform may have countless new drugs in the future, but $rif and $uro will receive the most attention at the token level, and they should also have ongoing advantages in research and development.
$rif is for treating tuberculosis and other bacterial infections, which has always been the most widespread and important research area for antibiotics.
$uro is a metabolite extracted from pomegranates and other fruits, known for its potential life-extending properties, which is also the focus of V and all the big shots. The contract addresses for the pump of these two tokens are:
- GJtJuWD9qYcCkrwMBmtY1tpapV1sKfB2zUv9Q4aqpump
- FvgqHMfL9yn39V79huDPy3YUNDoYJpuLWng2JfmQpump
Since the appearances of V and CZ at the two gatherings, a large number of aggregators have quickly focused on these meme tokens. But a bunch of related DeSCI representatives have also emerged immediately - this is how the crypto world works, once an animal is on fire, its seven aunts and eight sisters are immediately dragged out to be played. At this time, understanding the evolution of DeSCI and some peripheral information becomes important.
3. Bio Protocol-related
Binance has invested in the Bio protocol, aiming to promote the integration of science and blockchain through it, and the Bio protocol has incubated http://pump.science. Regarding the attitude towards the Bio protocol, there is a lot of information worth noting on the Twitter of the protocol founder @paulkhls. For example, he warned of the risks, saying that there are now hundreds of "DeSci" tokens emerging, and he mentioned: "True science is difficult to chain, don't just issue tokens, we will do our best to protect users, scientists, and create permissionless platforms for patients."
Last week, he held a "small meeting" on biotechnology in Bangkok, and the guests who came were all very powerful, so his views should be paid special attention to. Essentially, this is about creating a financial market for science, just like building Wall Street for America, all driven by speculation to realize value. To understand these essentials, it's not easy to be misled. For example, some crypto people go there to issue some symbols and contracts, hoping to get confirmation and pump; there are also people who start to find angles and issue tokens in the name of science, which may all be good things, but the main line of this wave of DeSCI must not be deviated, losing money is small, missing the main line is big.
4. Rapid Disclosure from the Official Space
In the official Space on the 17th, the official mentioned many explosive contents, such as this paragraph:
We hope to manufacture products the right way, conduct human trials, provide people with Uro, and test wearable devices or use wearable device data to see if they really can extend lifespan. Biomarkers like VO2 max, heart rate, or heart rate variability that are tracked by devices like the Apple Watch and Whoop. We want to see if Uro can really improve these human indicators.
Our goal is to sell this supplement to people. All revenue from supplement sales will be used to repurchase and destroy tokens. You can imagine that when someone goes to the store to buy Uro, any profits will be used to repurchase and destroy tokens, forming a cycle.
At the conference in Bangkok, V-God showcased a biological supplement VC001, a product from vitaDAO, a natural high-dose spermidine supplement approved by the Thai FDA, and the RIF and URO that vitaDAO is researching are expected to go to market naturally. For future successful drug launches and sales, a portion of the profits will be used to repurchase and destroy tokens - this vision instantly made the http://pump.science platform different, if blockchain can support biotechnology and ultimately have good new drugs listed (not necessarily these 2 today, but many in the future), this becomes a very powerful channel to connect web2 and web3, allowing speculation to create value and speculation to support the most important areas to develop.
Wall Street born under the Paulownia tree is the holy land of speculation, born for speculation, but the capital flow generated by speculation has supported the United States to achieve greatness.
In this space, the official also mentioned why they used the meme approach, they said they consulted experts on economic models and finally chose this approach as the best, and also mentioned Doge, etc., I can't help but wonder where these experts came from, considering that Binance is deeply involved in the economic models of investment projects, especially this is the area that CZ is most concerned about, so there is reasonable suspicion. You can go and listen to the original recording of the Official Twitter.
4. Desci Targets
The best targets currently are $RIF and $URO, and there are also some other targets worth paying attention to, which I will discuss one by one.
1. The Flagship $RIF and $URO
This is beyond doubt. As the new track leader - this will make people benchmark against AIMEME. The weak association of AIMEME is OpenAI, with a market cap of around $150 billion. While the association of DESCIMEME is Pfizer, also with a market cap of around $150 billion, but it has directly invested in the $RIF and $URO where vitaDAO is located, with stronger attention.
The driving force behind it, the popularity of AIMEME was ignited by a $50,000 investment from a16z, while the popularity of DESCI was driven by CZ and Binance, and I feel the latter's power overwhelms a16z, this should be beyond doubt. Science and AI, in the big picture, are similar, both are things that change the world, but compared to the financing FOMO of AI, science needs blockchain more.
2. Possibility of Listing on Binance
In addition to the background mentioned above, readers should also have an idea. More importantly, what Binance wants, the sister and Binance, in fact, compared to what trading fees, even the endless debate about what listing fees, these are actually trivial and insignificant, what Binance cares about is the development and expansion of the industry, that is the lifeline. Now the meme in the crypto circle is very hot, which is actually the manifestation of the weakening of value, but if the crypto circle is left with only meme, it is not good for the industry or for Binance.
The sister has also mentioned in an interview that she hopes to see more value-creating projects, where is the value of meme? Perhaps DESCI has set a sample. And V-God's attitude towards Meme has also undergone a huge change, in his latest views, he has a very classic saying, "People come for money, and stay for the ideal", how to stay for the ideal, I think the key is the combination of meme and value. So from the expectation of listing on Binance, considering various factors, it is actually quite large.
3. Holding Address Analysis
The holding addresses are relatively not high in the front row, washed for a long time, the strong background should also have enough chips (if there is a strong background at all^^). The distribution is quite high, which is a big advantage, the top 10 accounts for a relatively small proportion, after all, it has been washed for a long time.
4. Broad Dissemination
Science + meme is easy to understand at first glance, but if it's changed to the life science of immortality, it sounds very easy to spread. In fact, most people don't have time to carefully look at what this thing is, which is also why I got up early this morning to write this popular science article. Basically, once you understand it, you should feel that the potential of this track will be even greater than AI+meme. Speaking of it, the opportunities in the crypto circle haven't changed much in these years, just keep up with V-God, Musk, and Binance, right?
5. Other Targets
In addition to these, which other coins can be followed, and I will divide them into two categories, one is the orthodox value coins, and the other is the bunch of coins that came out to ride the wave after RIF became popular.
1. Value Coins
Value coins may not be as hot due to token distribution and economic models, they may be relatively more stable than meme, but the disadvantage is that the community may not buy in.
The main targets are $BIO, $VITA, $RSC, etc. BIO is invested by Binance, focus on it, currently can't be bought yet.
VITA is the token of Vitadao, with a circulating market cap of $24 million and a total supply of 170 million. The 2 hot memes are the ones it issued, but this coin may not be listed on Binance, after all, meme is the king, and Binance invested in the BIO protocol.
Its contract is 0x81f8f0bb1cB2A06649E51913A151F0E7Ef6FA321 RSC, this is also science-related, with Coinbase founder etc. involved, with a circulation of 7.8 billion and a market cap of $800 million! A bit high, just to let everyone know (after all, Coinbase has almost no wealth effect on value coins).
0xd101dcc414f310268c37eeb4cd376ccfa507f571 This wave is also mainly led by Binance, has nothing to do with Coinbase, Coinbase and the like soulful figures, are all official, have no chance to lead anything.
2. Other Meme Coins
When something becomes hot, a bunch of imitations come out, and the crypto circle's bosses are everywhere, this is normal, some are just riding on the name, some are waiting for a picture, I personally only focus on the strongest leader, but I also share them all with everyone, for a comprehensive view.
The reason for focusing on the leader is not personal preference, but due to investment experience:
When a new track or new concept appears, people will always quickly look for newer, lower market cap, and conceptually similar new things - especially those with ulterior motives will also quickly launch new platforms. But the first or the leader of the new track and new concept is usually the most profitable to speculate on (except for the bosses). For example:
$ORDI of BRC20
$DOGE of Musk
$PNUT of the save-the-country concept
$GOAT of AIMEME
$LUCE of the commemorative item concept
$RIF of DESCI
etc.
Because I have a principle that I almost never participate in any flow-through platform that bosses can launch, only in things that ordinary people can't do. Here are some coins:
The first one is Scihub GxdTh6udNstGmLLk9ztBb6bkrms7oLbrJp5yzUaVpump
Scihub is the largest pirated paper site, which uses various methods to bypass the paywall of publishers and provides millions of academic papers and works without considering copyright issues, which is considered justice by some, but the overall harm of piracy should be undisputed, so this website has been suppressed by various countries. The coin in the crypto circle has no direct connection with this website, it's just that the boss saw that desci was popular, so he immediately issued this coin, and then started organizing donations and so on, which is good for this lady to get money - but I'm also a little worried that it will be involved in this kind of storm vortex in the long run, I don't know if there will be more risks. From a speculative perspective, it depends on how the boss controls the issuance and pulls the market, but I personally don't like this kind of thing.
There used to be an Assange DAO, which seemed quite popular, and also had a similar narrative of justice, but the ending didn't seem too good (I don't participate in such things, so my impression is not deep). In addition, the exchange listing a coin supporting piracy may indeed have compliance risks.
The second one is bio/acc 7dxQE4YXrWqtwUVb8W8HjfPT3t4H4dWZfsDWRWKupump
The above is called bio/acc, with a market cap of 3 million, also in the science track, the activity itself is very high-end, but this token is not directly related to the official.
Of course, except for the above rif and uro, the others are not direct, so what is listed here may not be complete, everyone can supplement in the comments. However, I personally still focus on the main line. For the DeSCI thing, sticking to Binance is the only choice. Of course, finally, I also remind of the risks, no one can know in advance whether Binance will list it and when it will list it, please refer to it yourself.
