DAPPOS is finally preparing for TGE. Recently, DOS token economics was released, and I spent several hours carefully studying it. To be honest, this is definitely one of the few hardcore projects among the recent pile of bloated AI projects. Before we talk about this project, let me first tell you that in the past two years, there has been a huge change in global business history, which is the explosion of "super individuals" and "one person companies" (OPC). I believe that more and more people have been hearing these two terms recently. Let's first talk about the trend of one person companies, which is currently popular worldwide: A few years ago, if someone told you that 'one person can build a billion dollar company', you would definitely think that guy was bragging. But now what? This has become the toughest reality in the Silicon Valley business community. Anthropic CEO Dario Amodei directly stated that the world's first unicorn to run 100% on AI, the kind of company where one person can make $1 billion, is likely to emerge in the next few years. Take a look at those super individuals overseas, such as Pieter Levels and Marc Lou, who work alone with zero employees and earn millions of dollars in ARR annually. With the support of AI Agents, the speed of developing and launching products for a Solo Founder is now 3 to 5 times faster than two years ago! Previously, a project required 10 engineers and 5 operators, but now one person and several sets of agents can run it all smoothly. From the digital nomad visa in Europe to the "AI entrepreneurship wave" in Southeast Asia and China, super individuals are exploding exponentially. But currently, there are also many core pain points for AI. Look at OpenAI's Codex, it's basically designed for people who understand code and have a foundation in IT. ByteDance and Tencent are using that computing power application, but what about those who have ideas and resources but completely lack technical knowledge? Still stuck in troublesome issues such as environment configuration, API interfaces, and cross-border payments. This is the pain point of today's massive OPC incremental market, which urgently needs a product that can turn "business ideas" into "automated landing tools" with just one click, and @ dappOS_com is such a project! Let's return to the DAPPOS project. From various known implementation cases (such as Figure 1 and Figure 2), I really feel that the technical implementation capability and understanding of OPC of this project are a bit strong. I would like to call it the Web3 version of Codex+Workbench. It has a flagship AI product called xBubble, and what impressed me the most is its Bubble Engine SOP system. You don't need to understand any complicated things such as server environment configuration, domain name resolution, API KEY, just use xUbble Credit to deduct them uniformly. OpenAI's Codex is strong, but it assumes you have an IT foundation. Tencent's Workbench is very smart, but it is basically locked into a centralized ecosystem. XUbble solves a larger incremental market for those who have ideas, resources, and customers, but do not understand code, servers, or APIs. How was it done specifically? Relying on three core modules: Bubble Engine: Customize your own SOP, AI outsourcing or internal developers can be eliminated directly. Bubble Pilot: Automatically matches your needs to the most suitable solution. Bubble Code: The same system, software, and business run simultaneously. Whether you want to create promotional videos, industry reports, or build automated shopping malls, virtual humans, arbitrage analysis, or even predict the market, the built-in mature SOPs can be generated in bulk with just one click, with industrial grade output. A person who has no understanding of AI can still output professional content. It is equivalent to completely breaking down the threshold of "one person company", and I think it is currently the most perfect one in the Web3 AI track. More importantly, it combines the natural advantages of Web3: one ️⃣ Anti censorship and data isolation: The underlying infrastructure is provided by third parties, address login is completely anonymous, and data and business assets are completely deposited in the hands of entrepreneurs themselves. Don't worry about the hassle of traditional large factories shutting down their accounts without warning or conducting data compliance reviews. two ️⃣ Seamless settlement of stablecoins: fully integrated into the stablecoin network, without the high account opening threshold and lengthy audits of multinational banks, perfectly adapted to the light asset operation in the OPC era. Since its launch in April, the project has received strong market feedback. xUbble has helped more than 10000 OPC economies successfully launch and generated $6.8 million in subscription revenue. For a super individual without technical barriers but with resources and ideas, this dimensionality reduction strike tool is simply a must-have. Let's talk about the investment background and chip structure of this project again. This part is also extremely beautiful, providing solid strength support for future top tier universities: Top institutions are fully betting: Seed and Series A have received significant support from T1 institutions such as Polychain, Sequoia China, IDG Capital, OKX Ventures, HashKey, Amber Group, etc. After three rounds of financing, the valuation has directly surged to $300 million (such as...) Figure 3). High control of chips, extremely hard lock up: with a total of 1 billion tokens, only 20% of the initial circulation. The top point is that the team and investor allocation (accounting for 42.5%) have all set up a 12-month cliff period, with no release for a whole year, followed by 48 months of linear unlocking. That is to say, it takes 60 months for the main chips to be fully released, with minimal initial selling pressure and highly concentrated chips (such as...) Figure 4). In summary, after reading too many projects on RootData that died directly after obtaining financing and issuing coins, my criteria for judging high-quality projects are now very simple. Those who can withstand it to the end must have "real income" in the underlying core. DAPPOS was able to generate a real cash flow of $6.8 million in just a few months after its launch, indicating that it is not relying on grand narrative to survive, but rather has a strong ability to generate blood on its own. In this era, there are really not many projects that can rely on technology to support themselves and continue to empower the ecology. Tracking from Pre Seed all the way to now, seeing them empower xUbble and DOS into a complete closed loop is really exciting. This TGE can be considered as a milestone exam, and I hope the team can achieve a stunning result. After all, there are really few projects in the market that have highlights and achievements left. DYOR