A bold statement: The new project @SurfAI will elevate the Cyber team's industry status to new heights
(Too lazy to read the long article? There's a video version at the end)
1/ The roller coaster of $CYBER
Looking back at the price trajectory of $CYBER, four main cycles are roughly visible.
First wave (August-September 2023)
Starting price at TGE $0.5, surged to a short-term high of $6.91.
Core drivers: Binance Launchpool effect + initial SocialFi concept hype.
Second wave (February-April 2024)
Bounced from a low point to about $14+ high.
Catalysts: Progress of CyberConnect L2, narrative of social dApp infrastructure.
Third wave (around October-November 2024)
Started from $3.04 and rose to $4.71.
Overall market recovery drove a slight increase.
Fourth wave (July-August 2025)
Increased from about $1.2+ to $2.5+ (surged 130% on the day of Upbit listing).
The listing of the CYBER/KRW trading pair on Upbit exchange in South Korea triggered strong FOMO.
2/ Cyber's structural dilemma
One aspect that the price did not reveal is the structural dilemma faced by Cyber.
The SocialFi concept is appealing, but user retention and business model have never been successfully established.
▌ User retention rate collapse
The decentralized social experience is still inferior to Web2, with most users ultimately returning to Twitter/Instagram.
Cyber's monthly active users peaked in March 2024 and have since continued to decline.
▌ Unsustainable business model
The revenue model is unclear, primarily relying on token incentives to maintain ecosystem activity.
The collapse of http://Friend.tech has already proven that pure token incentives cannot support long-term development.
This is not unique to Cyber, but a common issue across the entire SocialFi sector.
3/ How does Surf break the deadlock?
Why is "this time different"?
A complete shift in track: from SocialFi to crypto vertical AI
General models like ChatGPT and Perplexity perform mediocrely in the crypto field, lacking professional depth.
Surf is specifically designed for the crypto market, with clear vertical advantages.
Initial data validation has been obtained:
300,000 user base
Annual revenue exceeding one million dollars
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 vertical AI is still a blue ocean with explosive demand growth, Surf has the opportunity to become the absolute leader in this niche market.
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