Many friends have been asking me how to find the Baibicoin project, and why our hit rate is so high.
Today I will talk about some underlying logic and track thinking.
First of all, I would like to thank our team. It may be because we were born as a brokerage. In some views, we have some unique perspectives of our own, which have brought us some help.
First of all, let's start from the general direction.
Web3 is changing the rules of the game in social production, and through Web3+AI, to formulate a new world business order and logic.
As described in the report I read not long ago: AI is a new productivity, Web3 is a new relationship of production, and user data is a new means of production.
We are on the eve of a change. Our thinking should not be limited to the hot spots of the month and season, but should be considered in this change. Which ones must exist, which ones must be built, and which ones are missing now.
Here we will talk about the meaning and connection between productivity and production relations. Why is WEB3 indispensable in the AI era.
As a new productive force, AI and WEB3, as a new production relationship, are bound to be complementary and synergistic.
Let's talk about the definition first:
Productivity: It is the sum total of all material and technical elements participating in the process of social production and reproduction.
It is mainly composed of three elements of labor means (mainly production tools), labor objects and laborers. The dominant factor in productivity is the laborer.
OK, let's take a look at which elements of productivity are being replaced by AI+ robots:
- First, laborers, which are known to be replaced by AI, include doctors, lawyers, programmers, technicians who perform repetitive tasks, etc. If AI+ robots are superimposed to replace some low- and medium-skilled blue-collar workers, it is no longer a problem.
- Second, the means of labor, the physical means of labor will most likely not change much, but the virtual (digital) means of labor, such as software, cloud computing, big data, etc., are already quite different.
- Third, the object of labor, the object of physical labor, will most likely not change much, such as the land cultivated and the cotton weaved.
However, the virtual object of labor (digitization) is undergoing earth-shaking changes, and the boundary between it and the means of labor is blurring and overlapping.
Take Facebook as an example and analyze its value creation model.
FB labor objects are personal information, labor materials are programming software and other tools, and labor products are big data. The live labor of technicians is the labor of converting personal information into big data. This live labor is attached to big data products and becomes FB’s profit. main source.
In FB's value creation model, the input of personal information and the output of big data are inseparable from digitalized labor materials and labor objects, and the boundaries are blurred.
Therefore, in the digital age, AI has achieved huge efficiency improvements and potential replacements for the three core elements of productivity (laborers, labor materials, and labor objects). Such a huge change is undoubtedly like farming production entering industry. The great destructive creation of the revolution.
Facing such a huge change in AI productivity, the production relations matched since the industrialization process are no longer applicable and must be replaced by new production relations.
So #WEB3 is here, it is a trend, a mighty one, those who follow it will prosper, and those who go against it will perish. Just like the Yangtze River flows into the East China Sea, and the Yellow River flows into the Bohai Sea, it is generally natural and inevitable.
Since #WEB3 is a production relationship. What is the relationship of production?
Production relationship: It is a complex economic structure, which can be summarized into three categories: ownership relationship of production means; people's status and exchange relationship in production; product distribution relationship and consumption relationship directly determined by it.
This may be difficult to understand. I will make a few analogies next, which may be better understood.
- Ownership of the means of production. In fact, the essence is a question of ownership, as Musk said: NOT YOUR KEY, NOT YOUR COIN. The essence is the same, your private key, your data, etc., all of which are in your own hands. Without knowing your private key, no one can deprive you of any production materials. The core essence is decentralization and personalization of sovereignty.
- Position and exchange relations in production. In the past, our social division of labor mechanism or work form was an employment system and a pyramid structure. There was a BOSS, N departments and subordinates, a head of state and a president, and N organization departments and civil servants. Often inefficient, so large that bureaucracy prevails. The later mode is DAO mode, U disk plug-in type. Your ability is where you need it, plug and play, contribution and billing on the chain, efficiency first.
- Product distribution relationship and consumption relationship. The core is the relationship between distribution and redistribution of consumption data. In traditional economic activities, production determines consumption, and consumption in turn affects production. The essence of the process is COIN distribution.
The imbalance lies in the fact that in the employment system scenario, you have contributed 100 million orders to the company, and you may only get 100,000 remuneration, because you are not a shareholder, but an employee.
And in WEB3 will change this.
In WEB3, the production relationship is the DAO model, the U disk plug-in system, and the smart contract system; you contribute 100 million orders, and the profit is 20 million. The smart contract has set a percentage of TOKEN remuneration from the very beginning. If you take it away, you should have The obtained part is recorded on the chain and can be verified and traced.
In this kind of relationship, the efficiency is higher, there is no employment contract, only labor smart contract; there is no superior-subordinate relationship processing, only task-oriented.
When you understand the logic chain I mentioned above, AI will innovate for the destruction of productivity, and WEB3 will graft new efficient collaboration relationships as new productivity.
When the productive forces develop to a certain stage and the original production relations can no longer accommodate its development, sooner or later a fundamental change in the production relations will be caused, and the old and new production relations will be replaced.
And the two match each other, grow each other, and cause and effect each other.
When we see Chatgpt3.5 to GPT4, and then to soon GPT5. A series of related AIGC innovative landing applications and scenarios have emerged. The accelerated breakthrough of productivity is prompting the arrival and emergence of a large number of technological changes in WEB3.
This must be a pair of twins, rapidly iterating and growing together. let us wait and see.
Having said so much, what does it have to do with our search for 100 times coins?
After understanding the above-mentioned underlying logic, we can discover many new value points in the transformation of production relations.
1. For example, the DEFI3.0 innovation that I often talk about. For example, in the traditional financial field, the issuance of real asset securitization products, such as ABS or MBS, requires evaluation agencies, issuers, underwriters and other intermediate links, which essentially increase transaction friction.
Increase transaction costs and time costs. Finally passed on to the C-end users themselves.
In the field of WEB3, we have seen many projects that are changing this series of operations. Through oracle machines, through smart contracts, through on-chain issuance and other means, the entire process of tokenization of physical assets (#RWA track) is more efficient, more decentralized, more transparent, and more cost-effective. This is a great innovation and improvement of production relations.
2. Another example is the AI rendering I often mention. #RNDR
You may all know that small sailing boats do image rendering. But many people don't know the 1W rendering servers behind it. This kind of GPU server in the IDC computer room is expensive. Taking a 3090 graphics card machine as an example, the rental cost is 5,000 RMB per month. If the rendering demand is suddenly increased and the equipment is temporarily added, the cost is higher and the efficiency is low.
And #RNDR is changing that. Its distributed GPU rendering computing power can allocate your rendering task requirements on demand, and the payment is simple, directly using #RNDR tokens, although currently the project only opens the B-side GPU and rendering services.
Its greatness in the future lies in the opening of C-side GPU computing power access and external rendering needs, as well as computing power rental and sales business. (The project research report is introduced in detail in our Hundred Times Coin Challenge, and you can send a private message for registration)
3. Another example, the favorite that is often mentioned in tweets: #KAS (From October last year to now, the harvest has been 100 times)
It solves a L1, L2, L3, this kind of infinite matryoshka, which can only be solved by splitting and modularizing the core expansion problem. Although the ETH chain has become the well-deserved L1 king, in order to solve its original problem, it is uncomfortable to patch it.
Is there a flawless solution?
There are too many such cases in our WEB3 applications, but it should be noted that some of them are false propositions. There are only good-looking documents and Whitepaper, but the GITHUB code is wrong; some are doing things down-to-earth Items of value, they are often obscure and need to be found by gold pickers.
I will write here temporarily today, and follow this article later, and I will write some follow-up thinking articles and tracks, as well as case studies.
Add a vignette. For true propositions and false propositions, use this investment research template to conduct a serious analysis. As the saying goes, it is a mule or a horse that comes out for a walk. Everything cannot escape serious investment research!
