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Fun fact: $H has surged over 10 times since September.

CN
小捕手 CHAOS
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4 months ago
AI summarizes in 5 seconds.

Cold Knowledge: $H has surged over 10 times since September

I have deeply explored all the dynamics of the Humanity Protocol, trying to find the key turning points driving the price.

First, let's look at the timeline:

September 21: $H staking reward mechanism goes live

Market reaction: Price fluctuates around $0.05, basically unnoticed

October 22: Integration with Walrus, migrating all user data to decentralized nodes

Market reaction: Surges 152%, skyrocketing from $0.14 to $0.38

The price indicates that the Walrus integration is the real watershed event.

Why is the Walrus integration so crucial?

This is a structural reconstruction. By anchoring millions of identity credentials on Walrus and implementing real-time verification in the Sui dApp, Humanity essentially becomes the identity infrastructure layer of the Sui ecosystem.

The market magic of the "Sui premium" is once again validated.

From the above integration, it can also be seen that Humanity's strategic path is completely different from that of Worldcoin.

World is taking a hardware-driven consumer route: exclusive Orb scanning, UBI distribution, vertically integrated experience.

Humanity has chosen an infrastructure-first approach: developer SDK, enterprise integration, modular verification.

World needs to persuade users to scan → deploy hardware → wait for network effects

Humanity needs to persuade developers to integrate → software deployment → generate value immediately

From my personal understanding, the latter has a significantly higher probability of expansion—relying on less and facing less resistance.

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