Lao Bai
Lao Bai|9月 12, 2026 14:09
I agree with Haotian's idea, but I'm holding onto both and not making any moves for now. Previously, I bought into $SHROOM halfway up the hill, and now it feels tough. Just had a sudden thought—what $SHROOM is trying to do, AI could theoretically do as well. In fact, if AI really gets it done, it might even have an edge over $SHROOM. First, AI is already a pairing asset for many other Meme tokens. If, in the future, these Meme tokens deepen their connection with AI while also starting to pair with small- and mid-cap tokenized stocks, then through multi-hop routing, AI could actually become the intermediary node connecting these long-tail assets. Of course, this is just a "possible path"—it doesn't mean AI inherently owns this liquidity. What’s truly worth paying attention to is the second point: Besides $NVDA, AI's Vault/Treasury is already starting to include other tokenized stocks. If the project team takes it a step further in the next version—directly using AI to create pools with stocks beyond $NVDA, continuously converting capital from Meme trading into various tokenized stock POL (Protocol-Owned Liquidity), and reinvesting fees to expand liquidity—then it’s essentially following $SHROOM’s playbook: taking someone else’s path and leaving them with no way forward! And AI might actually have an advantage over $SHROOM: $SHROOM is trying to design a stock liquidity network first, then figure out how to channel Meme speculation into it. AI, on the other hand, already has Meme, trading volume, and capital formation capabilities, and is now growing outward into a stock liquidity network. One is building the road first and waiting for cars; the other already has traffic and is now starting to build the road. If AI really upgrades in this direction, then the "long-tail stock liquidity network" that $SHROOM is trying to create might ultimately be overtaken by AI.
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