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小捕手 Chaos
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100+一级项目投资经验；知名 KOL 管理；文学硕士背景
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小捕手 Chaos
02-06
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Chapter 1: Invincible Chapter 2: An Extraterrestrial Enemy It wasn't a better taxi company that defeated taxis, but Uber. It wasn't Motorola that defeated Nokia, but Apple. It wasn't Fuji that defeated Kodak, but digital cameras. This is the terrifying aspect of "dimensional attacks." Now it's the search engine's turn. During Google's two decades of dominating the internet, people built a sophisticated and cumbersome indexing civilization: web crawling, keyword stuffing, and SEO (Search Engine Optimization). However, ChatGPT completely skipped the "information filtering" step: Traditional Search: Users find links → extract answers themselves. AI Search: Users state their intent → AI directly delivers results. As a result, AI has become the most powerful distribution channel. ▌SEO is dead, GEO is here. The core of SEO optimization is keyword ranking, measured by metrics such as search ranking, click-through rate, and traffic. The core of GEO optimization is the visibility and source attribution in AI-generated answers, measured by AI mindshare. In short, it's a shift from "competing for clicks" to "competing for references." ▌The new infrastructure for value capture. Currently, the entire GEOFi... In this sector, only one project with a substantial product has been identified: @onvoyage_ai. Last October, they completed a $3 million funding round, with investors including top institutions such as a16z Speedrun, Solana Ventures, and IOSG VC. Voyage's three-layer architecture: Data Layer: A structured knowledge base for AI Storing and indexing content in an AI-understandable way Analysis Layer: Tracking "AI Mindshare" Helping brands understand their visibility in AI responses, a prerequisite for optimizing GEO performance Protocol Layer (v402): Achieving value capture This is a complete closed loop of "data discovery → insight analysis → value transaction". GEO is the new SEO for the AI era. So who is the new Google for the AI era? twitter.com/iamyourchaos/statu...
SOL
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小捕手 Chaos
02-03
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This provides one perspective. Be extra careful when projects launched by Bybit, especially those launched with an "All In" approach. Remember this! For example. On January 28th, Bybit announced the simultaneous launch of Bybit Spot, Bybit Alpha, and Byreal platforms. On February 3rd, Upbit announced the launch of $BIRB, which immediately triggered an 80% increase. Bybit 'All In in approach to launching new tokens is based on betting on project popularity and community, aiming to capture liquidity from the new coin. As expected, nearly half of the liquidity for the new coin after its launch came from Bybit. This also helped establish a crucial initial liquidity base. After liquidity stabilized, UPBIT and Bithumb were launched. South Korean funds are characterized by high concentration and explosive growth; on the same day, they directly pulled up by 80%, and FDV once returned to the 400M+ range. From a broader perspective, Moonbirds, Seeker, and Fight have all recently followed almost the same pattern: First, list on Bybit and Byreal to build a liquidity moat. Then, list on major exchanges like Coinbase or Upbit to achieve explosive growth. This listing pace allows projects to ensure stable liquidity in the early stages and achieve explosive growth at the right time. I boldly predict that more and more Sol projects will favor this route. The reason is simple: in a market environment of increasingly tight liquidity, stability has greater long-term value.
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