Noticed that ICP is rising, and there are tons of 'armchair analyst' explanations for its surge: 1) ICP's technology has always been misunderstood, and @caffeineai's product performance has brought its comprehensive technical architecture capabilities into the spotlight. True, but not entirely. If the market is paying for technology, then ICP's nuclear-level tech strength has only shown the tip of the iceberg, and it’s beyond what the current crypto-native tech ecosystem can handle. 2) Founder @dominic_w’s proposed DFNITY 2.0 strategy for AI-native cloud infrastructure has attracted a lot of external funding, as it’s being compared to traditional U.S. stock giants like AWS. Perhaps it’s also being valued based on off-chain logic. True, but not the whole picture. From a crypto-native perspective, the core logic driving this ICP rally—the reasons it’s gaining momentum—boils down to two points: 1) The market is tired of the fake prosperity driven by PVP (player vs. player) dynamics without real-world applications. ICP’s solid infrastructure and the explosive potential of no-code applications have given the market room to imagine filling the gap in application-driven growth. 2) The x402-connected paid micro-business model offers ICP an excellent opportunity for a commercial closed loop. Many people doubt ICP’s free-to-use business model for end users, thinking it hinders developers’ motivation to build applications. But isn’t caffeine’s low-cost application development singularity + x402’s agent seamless auto-payment capability the perfect weapon to break this barrier? To sum up: ICP’s short-term momentum is related to its buried tech and AI grand strategy, but the bigger reason is its 'free apps + paid services' Web2-like mature business model, which has managed to break through the crypto deadlock.