丰密
丰密|Sep 29, 2026 20:50
Looking at it, Long's AI and Pons' PONS are two different flywheel models, but both are just two ways of extracting fees from the same Robinhood-style business on-chain. I feel like PONS is easier to calculate, but the question is whether the trading volume can be sustained—it's all about maintaining cyclical traffic. The AI story is more appealing, and the fee-sharing model is more interesting. No matter which one takes off, it's a win-win for the chain. Using memes to acquire users and traffic, the platform becomes an on-chain brokerage casino, turning casino revenue into protocol income. It converts speculative demand for meme-based pure hype into transaction fees, which is better at retaining users and funds than pure hype memes. The small flywheel drives the big flywheel, and the big player supports the smaller ones. I've heard that chains that have already issued tokens, as well as those that haven't, are diving deep into research and preparing to adopt these ideas... Alu's article on this topic is really well-written—highly recommend reading and studying
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