链上达人|Jul 08, 2026 09:30
Bullish projects often emerge in bear markets.
In 2019, Deep Bear and Dragonfly series projects came to China for roadshows. At that time, DeFi was just starting out, and a group of young entrepreneurs were unknown, just as humble as V God accompanying them to sing and drink.
Later on, DeFi unicorns such as Dydx, Compound, and Makerdao emerged from that batch of projects, all shining brightly in the DeFi bull market of 2021, and early investors made huge profits.
Similarly, when many people assert that the cryptocurrency market is over, new opportunities may be emerging, and what we need to do is to explore the tracks that are expected to explode in the future and focus on the projects that are truly working in the bear market.
Recently, AI infrastructure @ Talus_Labs teamed up with Sui Foundation and Cicada Capital to launch an accelerator program, attracting over 50 teams from various fields such as RWA, AI, DeFi, etc. to participate. Eventually, 7 teams made it to the finals, with Superstake, Agama, and Noodles Finance ranking in the top three.
Unlike some programmatic roadshows, a total of 49 global VCs participated in the Demo Day, and the evaluation stage mainly focused on the actual profitability of the product, rather than tokenization. That is to say, the original logic of relying on stories to deceive investors is no longer feasible. In the future, it all depends on whether the product can land and create profits.
In summary, Talus, the initiator of the event, is taking up the banner of Sui Ecological AI Infrastructure and actively promoting ecological development, which deserves continuous attention. The projects that ultimately made it to the top three are also worthy of special attention. Their official recommendations are @ superstakefun @ agamafinance @ NoodlesFi
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