Midday Musings 👇
- About Infofi
Core: All promotion and narrative building ultimately aim to attract users and convert them into actual buyers; otherwise, it is meaningless.
Issue: Platforms like Kaito and Cookie lead to content repetition and an overflow of low-quality information. AI-generated content, even if repeated a thousand times, is unlikely to drive actual purchases (a lie repeated a thousand times does not become the truth).
Evolution Direction: Based on first principles, Infofi's next phase may shift from "attention proof" to "buying proof," focusing on the actual conversion of user behavior and funds, rather than mere exposure.
Case Study: @cabaltown is attempting to validate KOL buying conversion effects through incentive mechanisms.
- About Virtuals
Reasons for the Periodic Low Tide:
Insufficient Supply of Quality Projects: The good projects accumulated previously have basically been launched, and the lack of new quality projects is the main bottleneck.
Community Strategy Evolution: The community has formed a "periodic clearing" playstyle. The ecological project @AIxVCAxelrod recently accused project parties and secondary players of serving "new users," refusing to extend the green lock: https://x.com/AIxVC0x/status/1929181844450455870
Optimization Path:
Increase Supply of Quality Projects: Introduce more quality projects to maintain ecological activity.
Solve the "Last Mile": Promote token listings on CEX to enhance liquidity and market recognition.
Innovative Play: Launch new mechanisms, such as the "69 Plan" mentioned by the officials.
The officials are much smarter than I am, and I believe new playstyles will emerge.
- Some Yap Projects Worth Noting
@BasisOS: Mindshare Mining (https://basisos.org/mindshare).
@Bizzy_agent: Soon to launch Y2P (Yap to Predict) playstyle, where users can bet Bizzy points on related events when posting, with winners receiving the loser's points.
@yapyo_arb: An officially endorsed project by Arbitrum, despite limited details and high competition, still holds Yap potential.
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