对比了一下 @Novastro_xyz 、 @Humanityprot 、 @TheoriqAI 这三个项目，主要从融资、VC阵容，内容卷的算法，还有“是不是大毛”（也就是未来有没有机会上币安现货）这几个角度来聊聊： @Humanityprot ：VC豪华套餐，资金最猛 •已经融了 5,000多万美元。 •投资阵容超级豪华： •Jump Crypto：币圈做市王炸，出手都是头部。 •Animoca Brands：Web3 大户，投过无数 GameFi 和基础设施项目。 •Blockchain Capital：老钱VC，连 Coinbase 都投过。 •整体估值估计已经破亿美金，在 DeID 这个赛道里，几乎是最受期待的项目了。 一句话总结：钱多、人狠、牌面硬，Humanity 有可能对标 Worldcoin。 @TheoriqAI ：技术流选手，资本圈认可 •目前融了大概 1,000万美元+，比不上 Humanity 那么猛，但也不算小。 •投资方都挺专业、懂AI： •Delphi Ventures：研究型基金，投项目不多，但出手很精准。 •Hack VC：专注 Infra，眼光很前沿。 •项目本身走的是 Agentic AI + reasoning 的路线，目标是做链上智能体的“操作系统层”。 一句话总结：技术硬核，AI 圈认可度高。 @Novastro_xyz ：新选手，赛道有意思 •目前融资规模是 几百万美金级别，属于早期玩家。 •投资方有： •Saison Capital：在东南亚比较活跃的中型 VC。 •项目做的是 RWAfi（现实资产+DeFi）这一块，还加了 AI 元素，整体概念挺新颖。 一句话总结：项目方向不错，但目前体量不大。 从撸毛角度来看 拿之前 HUMA 举例，最关键的其实是“能不能上币安现货”。这点来看，其实目前也就 @Humanityprot 可能性大，而且就算是它，也没那么好卷。 再说说我自己撸的体验 •上周还挺意外拿到了 Novas 的周奖励，因为我觉得还有很多人写得比我好。 •另外我发现，我写 Theoriq 和 Humanity 的内容频率其实差不多，但7天上榜的基本是 Theoriq，Humanity 就一直没上榜。 •不知道是不是我写 @Humanityprot 的内容角度不够优秀。 最后小结： 其实三个项目本身定位完全不同，技术栈、叙事和周期都不同，不能一概而论。 这些都是我个人撸毛过程中的一点点观察和体会，供大家参考，欢迎一起交流哈，谢谢 Did a quick comparison of @Novastro_xyz , @Humanityprot , and @TheoriqAI , mainly from these angles: • Funding & VC lineup • Content farming algorithms • And most importantly — is it a “Big Airdrop Play” (i.e., could it list on Binance spot)? @Humanityprot : Big Money, Big Names • Raised over 50M — definitely a top-tier project. • VC roster is stacked: • Jump Crypto – a market-making beast, known for picking winners. • Animoca Brands – Web3 mega whale, invested in half the space. • Blockchain Capital – old-school VC, backed Coinbase back in the day. • Rumored to be valued over 100M, and probably the most hyped DeID (Decentralized Identity) project right now. TL;DR: Deep pockets, strong backers, top-tier positioning — could be the Asia-native Worldcoin contender. @TheoriqAI : The Tech-First, AI-Native Bet • Raised ~10M+ so far — not as huge, but solid for a deep-tech project. • Backed by smart, research-driven VCs: • Delphi Ventures – not high-volume, but sharp picks. • Hack VC – focused on AI infrastructure and bleeding-edge infra plays. • Building an AI-native base layer, with a focus on agentic AI + reasoning, sort of like an OS layer for onchain autonomous agents. TL;DR: Not the richest kid on the block, but definitely the geek’s favorite. Strong AI/infra credibility. @Novastro_xyz : The Newcomer with a Fresh Angle • Early-stage, raised just a few million USD so far. • VCs include: • Saison Capital – active in SEA, mid-tier VC. • Positioning itself around RWAfi (Real World Asset + DeFi) with some AI components. Concept is fresh, especially the blend of asset tokenization + yield mechanisms. TL;DR: Interesting angle, but still small-scale compared to the other two. From airdrop farming perspective: Taking HUMA as an example, the real key is: Will it make it to Binance spot? And frankly, only Humanity has a realistic shot right now — and even that’s not easy to farm. The barrier is high. My personal farming experience: • Last week, I unexpectedly got a weekly reward from Nova, even though I thought many people wrote better content. • I’ve been writing content for both Theoriq and Humanity at a similar frequency. • But in the 7-day leaderboard, it’s mostly Theoriq showing up. Humanity hasn’t made it yet. • Maybe my angle for Humanity content isn’t sharp enough? Still figuring it out. Final thoughts: These three projects each live in their own niche, with different tech stacks, narratives, and growth cycles. So it’s not really apples to apples — but from a “big airdrop” lens, Humanity is the most promising (though also hardest to crack). Just sharing some of my casual observations as I go through this airdrop journey — hope it’s helpful, and always down to chat more if anyone’s interested! Thanks 🙌 NOVAS H THQ