Written by: Crypto Weituo

"The Chinese Crypto Twitter lacks KOLs, while the English space at least has voices representing institutional perspectives like @hosseeb, @KyleSamani, @cdixon, etc. The Chinese space is all self-media — this situation needs to change, otherwise, Chinese CT will continue to decline."

I might have a bit of a say in this matter.

Due to my work with @Hertzflow_xyz, I need to frequently interact with various VCs, both Eastern and Western.

Once you engage with them, you will notice a very obvious difference:

• Easterners care about how exactly your project makes money — tactics, token issuance, business models, logistics logic; they really look at projects as if they are businesses.
• Westerners want the big picture, a story that can sell for 10x or 100x.

This leads to a completely opposite definition of "key opinion leader" between the East and the West.

The Eastern logic is clearly about deconstructing everything; I may not be talented, but I could be considered a typical Eastern KOL.

The Western logic is about standing on the shoulders of giants — solving a well-known bottleneck in a highly valued or profitable industry with technology and models. (As Teacher Nie Xiao said well, those who betray me get 1 million, while those loyal to me get several hundred million, isn't that just a matter of laughter and applause?).

The core of Western narratives lies in the fact that even if you know the details of these narratives cannot be scrutinized, it doesn't matter. Even if those stories cannot be deeply examined, it doesn't matter; don't speak if it is not conducive to unity.

Because they know that the true core of this narrative logic is to first come up with a story to lure key capital into the game — then use the "infinite funding method" to launch a saturation attack on potential bottlenecks and competitors, and win.

This is why the biggest narratives, the strongest capital arrangements, and the most high-end stories all come from North America and must be articulated through Western VCs: for example, high-performance L1, Rerererererestaking, Rollup, FHE, Hyperliquid, etc.

However, the vast majority of the industry's largest and most profitable businesses are basically in the hands of the Eastern camp: CEX, payments, DEX (Pancake\Raydium), aggregators (Jupiter)…

On one hand, this is a matter of funding costs (the financing cost for North American institutions is close to 0, due to the coercive power of the state leading to passive investors like pension funds).

But more importantly, the social environment in Europe and America is still too favorable. Easterners have witnessed that the best narratives and the most impressive products ultimately face a million kinds of "unnatural deaths." Our social culture is inherently more PVP than theirs.

Of course, they are now also looking towards the East, and the next generation is finding common ground with the East.

So I slightly disagree with the following "decline theory" — the East is just different, and it is a kind of difference that is contrary.

Only those who can fundamentally influence others' thoughts can be called successful opinion output.

Does this mean that Eastern KOLs challenging the Western narratives that "do not stand up to scrutiny" and replacing them with our distinctive "value logic" counts as success?

"Since we cannot be more like them, let them try to prove in their panic that they understand us better than we do."

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