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I was initially confused about what the next major uptrend narrative for Crypto would be. But after recently interacting with some teams using the name @binance Alpha to promote their projects to VCs and influencers, I suddenly understood:
The apparent evolutionary path:
ICO—>DeFi—>NFT—> Metaverse>Inscription—>DeSci—>AI Agent—>Perp Dex
The actual closed loop:
ICO—>DeFi—>NFT—> Metaverse>Inscription—>DeSci—>AI
Haotian | CryptoInsight
@tmel0211
加密行业已经彻底撕裂成“三国杀”局面，各方都在玩着不同的游戏：
——Crypto原生技术叙事派：
以 @VitalikButerin 为主的开发者群体，依然坚守极致的“去中心化”极客思维，守着ZK、模块化、AI Agent、链抽象、并行EVM等技术叙事，苦行僧般Build，但却陷入了infra技术债和应用落地不及预期的怪圈；
The jade is returned intact to Zhao, which really does not deceive me!
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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