The narrative exploration of the next explosion exceeding 10 times Missed privacy, shouldn't have missed him ---------------------------- Continuing to study the narrative that may erupt in 26 years The previous issue emphasized the importance of privacy narrative Special emphasis on the role of privacy in the infrastructure of institutions, RWAs, and wallets I think there are still many projects that will come out of this track The details will be updated in the table and will not be elaborated here In this issue, we will focus on the real economic track, also known as the narrative of the truth economy Inspired by Musk's podcast interview program last week Lao Ma's basic viewpoint: True truth is the core element for the safe development of AI and its benefits to humanity. If AI does not strictly pursue truth, but absorbs or is forced to accept false information, it will lead to confusion in reasoning, decision-making errors, and even pose potential dangers to humans. He said that AI needs to have a curiosity about the essence of reality and appreciate beauty, but all of this is based on reality At the same time, it is emphasized that forcing AI to believe in unreal things can make AI very dangerous. ”Honesty is the best policy Although Musk himself has not directly tied blockchain to the authenticity of AI, he has publicly supported the application of blockchain in federal spending transparency and hinted at its potential in identity verification and data integrity, such as suggesting that every US citizen associate a blockchain identity, including biometric data, to enhance verifiability. In addition, Lao Ma also said that cryptocurrencies such as Bitcoin are based on "physics based" energy and cannot be counterfeited. This implies the advantage of blockchain in combating "fake" things such as fake data. Based on the above analysis, Lao Gou believes that there may be a catalyst basis for the explosion of real economic narratives and related solutions. To confirm this viewpoint, more inspiration was gained through discussions with Grok Grok believes that encryption projects can solve the authenticity problem of AI in multiple fields The following is a screenshot of the core viewpoint In fact, blockchain technology has natural advantages in traceability and transparency, so this application is a unique advantage that encryption can leverage Regarding the core areas of the real economy, Old Dog has summarized three domains 1. Content Traceability Layers Protocol Giants such as Fox, Canon, and Sony have started supporting C2PA (Content Source and Authenticity Alliance), and blockchain is the only decentralized place to store these 'digital fingerprints'. Core project: Numbers Protocol (NUM) NUM (FDV8.5M) estimates 20 times the potential space The active builder of C2PA (Content Source and Authenticity Alliance). In 2026, when news organizations and camera manufacturers need to "chain" photos to prove non AI generation, Numbers will be the lowest level capture tool. It is equivalent to 'Adobe on the blockchain'. Currently on Kucoin, gate 2. Proof of Humanhood: Distinguish whether you are a real person or an agent Core project: Worldcoin (WLD) WLD (FDV4.8B) estimates 10 times the potential space By 2026, it will still be the only network with a biometric database of billions of users. To distinguish between "1 million AI brushes" and "1 million real people", WLD's World ID is currently the most widely used API interface. 3. Decentralized oracle 2.0 Not only the price, but also the 'facts' Core project: Space and Time (SxT) SxT (FDV190M) estimates 10 times the space Microsoft M12 Fund investment, using ZK Proofs to prove that 'the data in the database has not been tampered with'. Audit of AI model training data for 2026 is crucial. Currently available on BN, Bybit, Coinbase The above three fields and projects are typical projects that entered the directory in the first version, and the project list will continue to be updated in the future. Pay attention to group messages or project lists. After comprehensive evaluation, the probability of a real economic outbreak is extremely high, and it belongs to one of the AI infrastructure. However, its importance and urgency seem to be inferior to privacy narratives. It is recommended to pay attention to the latest developments and narrative catalysts of the project. If the heat comes, you should quickly know the key projects mentioned in this article to ensure timely and accurate entry. Writing words is not easy, liking, forwarding, and commenting are virtues