1 - Are stablecoin issuers creating their own chains, and does it affect Ethereum?

The move by stablecoin issuers to create their own chains is almost inevitable; without taking this step, they cannot tell a story, draw a big picture, or push up their valuations.

However, the final result is also foreseeable: it is highly likely that it will turn out to be all noise and little action. There may be some utility in certain situations, but it's quite limited.

The reason is simple: what they are creating is essentially a consortium chain, capable of blocking accounts, requiring KYC, and bending to the will of the U.S. government.

We have had such consortium chains in our country for a long time, led by academicians as model projects, and they are “widely” applied in many “model” projects.

Moreover, these chains from our country are more “pure,” more “clean,” and have more “aspirations” than the chains being developed or planned by those U.S. stablecoin issuers— all are non-coin blockchains, truly exemplifying the use of blockchain technology.

The impact of these on Ethereum can be ignored.

2 - Which has more potential in the next decade, Web 3 or AI?

From the perspective of development and impact, I believe AI will have a more pronounced effect on society than Web 3. This holds true from an investment point of view as well.

However, when it comes to choosing specific investment targets, I think it depends on individual characteristics.

I feel I have a clearer grasp on Web 3, while I'm not as confident about AI:

In Web 3, I can decisively judge what projects/assets have monopolistic potential, and I'm willing to hold them heavily, being able to sleep peacefully regardless of market fluctuations, almost entirely ignoring various disruptive noises.

But in the field of AI, even though I currently own some stocks in companies, my holdings are not substantial, and I don't have strong confidence in their monopolistic potential.

What does this mean?

Specifically, in Web 3, when I encounter something new, I can determine in less than a minute that it doesn't affect XX’s monopolistic position at all and can be ignored.

But in AI, even with Nvidia, if a new company develops a new architecture for GPU chips, I cannot judge in a minute whether it will affect Nvidia’s monopoly. I would need to carefully search for relevant information online, conduct detailed comparisons, and might take several days to barely reach a conclusion.

The same applies to large model companies. Initially, I assumed OpenAI was absolutely monopolistic in all aspects, but now Anthropic has clearly surpassed OpenAI in the enterprise application domain. If a new model company emerges tomorrow, could it break through in a specific niche and disrupt OpenAI and Anthropic’s monopoly? I would likely not be able to determine that in a minute.

Now I increasingly agree with Lin Yuan's viewpoint: technology companies are indeed good and great, but they evolve rapidly and undergo drastic changes, making it hard to find targets that can maintain long-term monopolistic positions without being disrupted.

This is quite troublesome for investments.

3 - How to invest in XX?

As I shared in the article, in the AI era, we need to quickly change our mindset and behavior; when faced with a question, remind ourselves to ask AI at the first opportunity.

The same applies to the above question; for instance, if I am in mainland China and want to invest in U.S. stocks, I would directly ask AI, “How to invest in U.S. stocks?”

It might first provide a list of brokers and then tell you how to register.

However, you would find that you can't register with these brokers at all, and you have no U.S. dollar account. Next, you can further add your conditions (background) and ask AI, “I’m in mainland China, with no U.S. dollar account and unable to register with the mentioned brokers, what other ways can I invest in U.S. stocks?”

......

Thus, step by step through repeated Q&A, you can approach the answer you ultimately want.

This process not only helps you find answers but also allows you to gradually discover how to ask questions most efficiently and quickly.

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。