小捕手 Chaos|11月 05, 2025 11:22
Here’s a perspective:
Write about @DonutBrowser in advance—it might launch Kaito someday in the future.
About Donut:
- Total funding: $22 million
- AI-driven “agent-style” browser
- Led by Hack VC + Sequoia China
But that’s just the surface.
If you dig into the team, you’ll find it’s almost an entirely “China-based” core team:
- CEO Chris Zhu: Co-founder of Sonic
- COO Darcy: Former Head of Partnerships at Sonic
- Additionally, SOON’s Chief Marketing Officer Ru7 has also joined Donut
Note: The Sonic mentioned above (a Solana-based gaming chain) is not the same project as AC’s Sonic.
As a project with a TGE scheduled for January 2025 and listings planned on major exchanges like OKX, Bybit, and Upbit, I’m not here to debate the ethics of the core team “starting fresh.”
What I do know is:
- The Donut team has extensive industry experience
- The product already has a real user base (160k+ users on the waitlist during beta testing)
- They’re well-funded with sufficient capital
Looking at it this way, Donut has a much higher chance of success as a new project compared to others. Definitely worth keeping an eye on.
As for the recent heated discussion about “why Crypto can’t build anything sustainable in the long run,” I’m just a struggling retail investor trying to make a living—I don’t have the answers.
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