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A bombshell prediction: The new project @SurfAI will elevate the Cyber team's industry standing to new heights.
(Too lazy to read the long article? Video version at the end)
1/ The four-wheel rollercoaster of $CYBER
A review of the price trajectory of $CYBER reveals four main cycles.
First wave (August-September 2023)
TGE started at $0.5, surging to a short-term high of $6.91.
Core drivers: Binance Launchpool effect + initial hype surrounding the SocialFi concept.
Second wave (February-April 2024)
Rebounded from the low to a high of approximately $14+.
Catalyst: Progress on CyberConnect L2, the narrative of social dApp infrastructure.
Third wave (Around October-November 2024)
Started at $3.04, rising to $4.71.
Driven by the overall market recovery, prices rose slightly.
The fourth wave (July-August 2025)
Prices surged from approximately $1.2+ to $2.5+ (Upbit saw a 130% jump on its launch day).
Upbit's listing of the CYBER/KRW trading pair on a Korean exchange triggered strong FOMO.
2/ Cyber's Structural Dilemmas
The price failed to reveal the structural dilemmas facing Cyber.
SocialFi was a captivating concept, but user retention and the business model never truly took off.
▌User Retention Collapse
The decentralized social experience still lagged behind Web2, with most users ultimately returning to Twitter/Instagram.
Cyber's peak monthly active users occurred in March 2024, followed by a continuous decline.
▌Unsustainable Business Model
The revenue model was unclear, relying primarily on token incentives to maintain ecosystem activity.
The collapse of http:/Friend.tech has proven that pure token incentives cannot support long-term development.
This isn't unique to Cyber; it's a common problem across the entire SocialFi sector.
3/ How will Surf break through?
Why is "this time different"?
A complete shift in focus: from SocialFi to crypto-specific AI.
General models like ChatGPT and Perplexity perform poorly in the crypto field, lacking professional depth.
Surf is specifically designed for the crypto market, offering a clear vertical advantage.
Initial data validation has been achieved:
300,000 user base
Annualized revenue exceeding one million USD
SocialFi vs. Vertical AI
User acquisition cost: High vs. Low
Retention rate: Continuously declining vs. Rapidly growing
Monetization path: Vague vs. Clear (Subscription + Enterprise-level services)
Network effect: Weak vs. Strong (The more data, the more accurate the AI)
Considering that crypto-specific AI is still a blue ocean with explosive demand growth, Surf has the potential to become the absolute leader in this niche market.

Surf
@SurfAI
12-11
Surf has powered 1M+ research reports for 80,000+ users as they trade generic LLMs for specialized AI they can trust.
Today we’re excited to announce we’ve raised $15M to scale the first AI model built for crypto markets.
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Disclaimer: This video was created by AI.
The AI added a significant amount of content, some of which is incorrect and requires verification.
I am only responsible for the text content I wrote.
Surf is supported!
😎
Yes indeed
Encryption Vertical AI, focusing on in-depth research in encryption
From Twitter
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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