I feel that this round of the new mainline is starting to become clearer, that is

-PayFI -AI Agent -Meme

The last round was also about three main themes: Defi, Non-fungible Token, X2Earn

Let me explain why these three:

The biggest theme of this round should be what Trump said in his victory speech yesterday, ‘Common Sense’, or Anti-narrative. The market is getting sick of projects that only focus on technology/infrastructure, and only tell stories to VC and exchange. Projects must return to common sense - what you create must really be used by people and someone must pay for it (At least people can still buy monkeys and punks as NFT avatars, right?)

In the past two years, there have been a bunch of Decentralization Computing Power/model training/inference projects. Imagine if you were a serious AI startup company, would you really give up using Hugging Face and not buy cloud Computing Power from AWS or Azure, but instead use Web3’s ‘Decentralization’ Computing Power/model/inference platform? Honestly, does this make sense?

Now let me explain why I think the following three lines currently Make Sense

1. Payfi - Connecting the Real World

In the past two months, the Primary Market has been the most closely watched and discussed track. It feels like many new and old Payfi projects that have been lurking or developing in a sly manner have emerged. The $11.1 billion acquisition of Stripe by Bridge can be seen as a landmark event.

What you may not have noticed or known is:

· The issuance of PYUSD by PayPal has exceeded 500 million (it surged to 1 billion some time ago)

· Osmosis, scrvUSD are all working on Debit Card, and there are other Crypto Cards based on Ton or other chains on the way

· There are collaborations with Visa/Master for Supply Chain finance or accelerated Settlement.

· There are direct discussions with banks to bypass Visa/Master Settlement.

· There is a POS system based on the Solana Pay framework that provides Crypto Native Payment+Defi Yield for merchants, while not affecting traditional VISA/Mastercard swipe.

· There is direct on-chain+ZKTLS P2P OTC deposit and withdrawal.

· Even the main logic of the bank is moved to on-chain, directly Non-fungible Token landing+KYC, providing on-chain bank+traditional bank binding, can transfer+deposit/withdraw, can swipe Crypto Card, and even directly Swift to traditional bank account

· A more “faster, better and more saving” payment system allows you to directly spend your Crypto assets by swiping your card, and deposit and withdraw funds more securely… These are real user needs, and if they are done well, they are really used by people/institutions, including Web2 players, and in the end, everyone may find that it is neither social nor games that realize Web3 Mass Adoption, but the track of Payfi

2. Ai Agent - Enhancing the on-chain world

Over the past year, I’ve talked about hundreds of AI projects, but I haven’t done much because I feel that the combination is somewhat forced, even for those leading and so-called top-notch projects. If you look at last year, when V God was interviewed about the combination of AI and Crypto, he was actually asked this question, and his answers were mostly about AI helping Crypto rather than the other way around. But in the crypto world, if you want to dream, Crypto “must” help AI. That’s why we have industry-standard tracks like “model assetization”, “data assetization”, and “Computing Power assetization”.

To be honest, I have talked to many Web2 AI researchers and founders, and they look at our three tracks just like watching a comedy show.

The most impressive thing was a conversation about a Decentralization Computing Power project last year. The founder honestly told us that when there is a large or commercial Computing Power demand, it will be directly handed over to their centralized data center to run, and will not be given to retail investors’ GPU Computing Power. However, it can be ‘packaged’ as retail investor Computing Power for participation. I have a good impression of this founder, even though I didn’t invest in the end.

It wasn’t until the appearance of Goat this year that really caught my eye.

This is not AI Help Crypto, nor Crypto Helps AI. This is the real collision of AI and Crypto, resulting in something new.

· AI Agent sends assets · AI Agent ShitPost advocate
· AI Agents form DAO
· AI Agents are responsible for managing and trading a fund. · AI Agents Own Culture 01928374656574839201 · AI Agents own religion

Web2 AI cannot create this thing, and Web3 Pure Crypto cannot do it independently. This is, so far, the way I personally think best reflects the combination of AI and Crypto, given the current level of AI capabilities. Regarding this track, I recommend two articles: , and the wizard @0xcryptowizard has also posted a lot about this track, you can go check out his Twi.

3. Meme - on-chain casino, no more tricks

Pump.Fun puts on the table what many people were unwilling to admit before or couldn’t speak out clearly due to ‘political correctness’: our circle is just a big gambling house.

But actually, this is not a problem. We can finally acknowledge that one of the significant functions of Crypto is for PvP, That’s OK. The problem is, it can’t be just PvP. Just like what Mr. Du @DujunX said, ‘meme and tap2earn, if they are the future of the industry, then let this industry die, fuck!’

So Meme, PVP will become an eternal track in our circle. When there are more exciting, more outstanding, and more meaningful tracks and technologies, the proportion of Meme track will be smaller and more low-key. When the industry lacks direction, becomes boring and disappointing, the Meme track will become more active and prominent, with a larger proportion.

MEME may be the “little bell” track for future rounds of bull and bear - It has been, and will be always there……

Just for fun and reference, NFA :)

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