加密韋馱|Skanda 🔶|1月 15, 2026 16:47
Chinese Crypto Twitter lacks KOLs, and there are at least voices representing institutional perspectives such as @ hosseeb, @ KyleSamani, @ cdixon, etc. in the English section. The Chinese section is all self media - this situation needs to be changed, otherwise Chinese CT will become increasingly corrupt
I may still have a little say in this matter
Because of my involvement with @ Hertzfflow_xyz, I need to frequently interact with various VCs from both the East and the West
If you come into contact with it, you will find a very obvious difference:
-Dongfang cares about how you make money for this project, including tactics, coin issuance, business model, and logistics logic. It's really like looking at a project like looking at a business
-What the West wants is a story that can sell 10x or 100x in the general direction
This leads to completely opposite definitions of "key opinion" between the East and the West
The logic of the East is obviously deconstructing everything, and I am not talented, perhaps the most typical Eastern KOL
The Western logic is to stand on the shoulders of giants - to solve a well-known bottleneck in a highly valued or profitable industry with technology and models. (Teacher Nie Xiao said it well: Those who betray me will be given one million yuan, and those who are loyal to me will be given several hundred million yuan. Isn't it just chatting and laughing? I understand the applause.)
The core of Western narrative lies in the fact that even if you know the details of these narratives that cannot be scrutinized, they are not important. Even if those stories cannot be deeply explored, they are not important, and if they are not conducive to unity, do not tell them
Because they know that the true core of this narrative logic lies in first coming up with a story to lure key capital into the car - and then using the "infinite fund method" to launch saturation attacks on potential checkpoints and competitors, and win
So that's why the biggest narratives, strongest capital structures, and most compelling stories all come from North America and have to be told through the mouths of Western VCs: such as high-performance L1, Rerererererestaking, Rollup, FHE, Hyperliquid, and so on
But the vast majority of the largest and most profitable businesses in this industry are basically in the hands of the Eastern camp: CEX, payment DEX(Pancake\Raydium)、 Aggregator (Jupiter)
One aspect behind this is the issue of funding costs (the financing costs of North American institutions are close to zero due to passive takeover tactics such as pensions caused by state coercion)
But more importantly, the social environment in Europe and America is still too comfortable. Easterners have witnessed the best narrative and most powerful product, the ultimate ten million 'unnatural deaths'. Our social and cultural deconstruction is naturally more PVP than theirs
Of course, they are also looking to the East now, and the next generation will follow the same path as the East
So I disagree with the following "corruption theory" - the East is just different, and it's the opposite kind of difference
Only when it can have a fundamental impact on others' thinking can it be called successful opinion output
So does this mean that Eastern KOLs have rapidly undermined the narrative value of the West, which is "not so robust", and replaced it with our unique "value logic", which is considered successful?
Since they cannot be more like them, let them try to prove in terror that they are more like us than us
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