Yuyue
Yuyue|May 20, 2026 15:50
Unfortunately, the only reason why the vast majority of AI projects choose Crypto now is that it is "more convenient to exit" (even if you have issued coins, you don't have to worry about managing tokens!). The product has nothing to do with actual returns, and many people in the mainstream AI circle have a negative attitude towards Crypto. For example, the father of crayfish has said things like "don't waste time with crypto" The issue of capitalization threshold was mentioned by me last year during the Believe period when ICM was hyped up. The core reason why I was optimistic about Pasternak's success was also because I saw his network in Silicon Valley. However, countless practices have proven that the vast majority of web2 AI devs cannot play the crypto game. After taxes were levied, they did a lot of things and found that as long as it is not the traditional way of manipulating coin prices ->CEX is listed, even if the product is empowered with tokens, it has no effect on the coin price Ultimately, it's a matter of funding capacity, which has little to do with what blockchain can be used for. At present, the only scenario where AI assets can be traded on the blockchain is in the Pre IPO market. Even if we support Pre IPO trading in the cryptocurrency market, the prerequisite is that these companies meet the qualifications for IPO and have the hope of going public. The ultimate goal is to serve them in going public. Can you imagine companies like CBRS/CRCL choosing to only issue token assets? ——The overall encryption capacity is not supported, and they can't even come up with a coin if they talk nonsense. Moreover, the cryptocurrency sector is not very attractive now, even AK's robostrategy does not choose to issue coins, and Ledger has postponed its IPO. Even if we take a step back, in terms of the market's capital capacity in 24/25, it is only a project that can support expectations of around 1-5 billion yuan relatively well. In the highly popular AI projects, especially in the case of significant Pareto effect, companies with high market value can often choose to go public on NASDAQ, while companies with lower market value can also choose Hong Kong stock IPOs When it was popular back then, Zuckerberg had to come and play with the metaverse. Now it's a tiger falling and Pingyang being bullied by dogs, helpless
+4
Mentioned
Share To

Timeline

HotFlash

APP

X

Telegram

Facebook

Reddit

CopyLink

Hot Reads