Reading：https://docs.google.com/spreadsheets/d/1JSmI-YDvbdxXJ1Tud2sK8mly33zh1VmcH8i5wUgSYs0/edit?usp=sharing
TG Channel：https://t.me/SleepinRain
Binance registration with fee reduction: https://www.binance.com/join?ref=MPQ4JG9S
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For me, using @KaitoAI to track Pre-TGE projects is quite effective. First, to observe the mindshare of these projects and its dynamic changes, and second, to look at the tendencies of Top-Tier Yappers in the Kaito Connect section's To Launch. For example, 0G received votes from @yuyue_chris @Punk9277 @alpha_pls @runnerxbt; Wayfinder received votes from yuyue @0xPrismatic @Loopifyyy @ZKSgu.
A simple research path - find projects recognized by KOLs you trust. Project discovery is the first step in executing a strategy. Besides these major projects, I will share information streams for discovering Alpha projects in my TG Channel later.
TG Channel：https://t.me/SleepinRain
I specifically mentioned 0G and Wayfinder because both projects are in my tweet plan, and I want to share my thoughts with everyone.
Today, I'll discuss 0G, and the content about Wayfinder will be published in a few days.
0G is a Layer1 with the concept of: AI + Modular Public Chain.
Breaking it down:
1. High throughput and low latency Layer1 + DA layer + data storage layer (something most Layer1s are working on + 0G has made some innovations);
2. AI infrastructure (this is its narrative):
Supporting on-chain computation, training, inference, and hosting of AI data, and ensuring the verifiability of AI output content using blockchain technology;
0G's main operational direction is supporting AI application deployment on its public chain: 1) DeFAI (covering cross-chain DeFi); 2) Gaming; 3) Data markets, etc.
I've discussed the advantages of decentralized AI before:
Verifiability of data training & inference (transparency, traceability, and immutability brought by blockchain technology) and data privacy (ZK zero-knowledge proof technology);
Censorship resistance of output content (many projects build censorship-resistant LLMs using open-source DeepSeek);
Decentralized computing power (decentralized computing power model can utilize idle computing power and is more cost-effective) and token economics (incentives and subsidy costs).
Many Crypto x AI projects are doing similar things. 0G considered AI integration in its blockchain architecture from the beginning, making it more adept at creating AI-related products. I believe this is a key advantage for 0G in the AI mindshare competition.
Another point of interest is that 0G raised a significant amount of funding (even facing community questioning due to high valuation) ⬇️ The team wants to exit, and VCs want to exit - by observing the needs of stakeholders, we can more easily find opportunities within. BTW, it seems Hack VC always likes investing in such high-funding, high-valuation projects.
In response to community doubts, 0G recently adjusted its token economics: No team (contributors, advisors) or investor shares in TGE, all with 1-year lock-up. 21.32% of TGE allocation will go to the community. In the 22% TGE allocation, nodes (those who previously bought nodes essentially bought tokens) get 33.33%, ecosystem growth (ecosystem incentives, marketing, and hackathon sponsorships) gets 49%, and community rewards (community activities) get 20% (strangely, this adds up to 102.33%).
Overall, I think we can first tag 0G with two labels: "AI Layer1" and "High Funding, High Valuation". Without discussing whether its AI Layer1 will ultimately succeed, which remains to be verified by time, from its "High Funding, High Valuation" perspective and its token allocation leaning more towards community distribution, I personally tend to participate a bit before its TGE, such as voting for 0G on Kaito and participating in Discord activities.
Token economics explanation: https://x.com/0g_CN/status/1900358675648451057
