Rocky
Rocky|4月 24, 2025 09:55
As a crypto investor who has long been interested in the innovative narrative of Web3 Alpha, the DeSci track started with CZ - hot, declining, and then sluggish. However, this track is often discussed by foreigners and is one of the tracks with real potential for social value implementation. It not only carries the concept of "disintermediation of scientific research", but also attempts to solve many pain points in traditional scientific research fields. In the traditional scientific research system, research resources are highly concentrated, project application processes are cumbersome, and data is mostly stored in closed databases. Researchers face high-pressure, low incentive "island like exploration". DeSci advocates for "open collaboration+data ownership+incentive sustainability", which is a true "reconstruction" of the existing scientific research paradigm. The addition of MOBOX perfectly addresses the pain points of poor user interaction experience, high participation threshold, and unclear commercial closed loop in the current DeSci ecosystem. In my opinion, it's not just adding a piece of puzzle, but also attempting to redraw the boundaries. This approach of empowering scientific research from the perspective of "chain game user growth logic" can not only solve the problem of "who will do scientific research", but also the problem of "where scientific research results will flow". MOBOX, on the other hand, provides its own solution in a highly "encrypted native spirit" way. As a veteran who has been immersed in the field of encryption for 9 years, I am increasingly aware that the next narrative focus of Web3 must be 'how to connect the real world'. Both RWA and DeSci belong to this logical category. MOBOX has connected the complete chain of "home → laboratory → data market" with a magic box, which is actually an expression of technological democratization. Scientific research is no longer just an exclusive game in ivory towers, but a collective endeavor that every ordinary person can contribute as a 'micro particle'. This not only constitutes a paradigm breakthrough in technology, but also highly inspiring in social significance. What the Web3 world needs is not just speculation, but a dual landing approach of "technological enlightenment+social outreach". In primary and secondary markets, narrative is the driving force of valuation, while products are the anchor points of valuation. MOBOX has shifted from blockchain gaming narrative to DeSci, replicating the user growth system, task incentive mechanism, and NFT assetization logic it has built in the field of blockchain gaming in its original form into scientific research scenarios. In my opinion, this is a true 'narrative leap' - and the core value of narrative leap lies in triggering a repricing of 'market expectations'. Compared to conceptual projects that rely purely on gimmicks for hype, On the basis of accumulating 3 million users, MOBOX combines the support of Binance investment to form a product closed loop consisting of "hardware+data+incentives+circulation". This means that it is not only able to 'tell new stories', but also has the ability to' turn stories into real-life experiences for users'. From this perspective, It is evident that MBOX is undervalued at the current stage. Once narrative, product, and market cognition resonate, they often catalyze a highly explosive market window. Summary: In the past year, I have been continuously observing the DeSci ecosystem, and most of the projects are still in the stage of "researchers talking about Web3", which is academic and difficult to implement. The advantage of MOBOX is precisely that "Web3 people make research products", understanding users, incentives, and circulation, which is the most scarce ability in the DeSci track. Especially with the design of the "Magic Box" household level biological experimental system and data NFT, it has almost defined a new paradigm of "home laboratory" and opened up possibilities for mass scientific research. From an investment perspective, MBOX is currently in a value valley for GameFi Desci narrative reconstruction. At present, with the rebound of the Game track and the initial popularity of DeSci, MOBOX has dual wheel drive properties and is highly likely to become a representative target for the combination of blockchain gaming assets and scientific research narratives. The fundamental improvements such as fixed total amount, optimized incentive mechanism, and implementation of ecological resources will provide strong valuation support for it, which is worth paying attention to and monitoring 🧐
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