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Plasma no longer wants to fish, it wants to cast a net
Recently, focusing on the on-chain data of @Plasma , an interesting shift was discovered
In the early days, it relied on Aave as a fishing rod, catching a few big whales (6.6 billion TVL)
But now, it has thrown away the fishing rod and replaced it with a densely woven trawl net
Look at that Rewards dashboard, which almost covers all tracks of DeFi: DEX, Lending, Yield, Stablecoin.
Uniswap, Pendle, Ethena, Fluid... these names together form a "full-category yield net"
Why do this?
Because single-point breakthroughs are not sustainable
Aave's dividends will eventually run out
But if these protocols can be linked together to form a Yield Stacking matrix, the capital's stickiness will be completely different
Users come in to get ENA, only to find they can also easily grab some $XPL, and upon seeing that Pendle's yield is also good, they simply divide their money into three parts.
This is the secret of "retention rate."
————————————
Plasma is transforming from a "strongly dependent" public chain (relying on Aave) into a "self-sustaining" ecosystem
This "multi-anchor" structure, while not looking as sexy (no single hundred-fold myth), has a very strong risk resistance.
Even if a certain protocol cools down, the whole net still exists
Currently, the price of $XPLL is still oscillating at a low level, and the market may feel that this "casting net" action is not stimulating enough.
But I think this is a sign of maturity.
It begins to understand how to use ecosystem depth to retain capital, rather than relying purely on Ponzi subsidies.
This is the strategy that can survive past 2026. #plasma $XPL
Recently, focusing on the on-chain data of @Plasma , an interesting shift was discovered
In the early days, it relied on Aave as a fishing rod, catching a few big whales (6.6 billion TVL)
But now, it has thrown away the fishing rod and replaced it with a densely woven trawl net
Look at that Rewards dashboard, which almost covers all tracks of DeFi: DEX, Lending, Yield, Stablecoin.
Uniswap, Pendle, Ethena, Fluid... these names together form a "full-category yield net"
Why do this?
Because single-point breakthroughs are not sustainable
Aave's dividends will eventually run out
But if these protocols can be linked together to form a Yield Stacking matrix, the capital's stickiness will be completely different
Users come in to get ENA, only to find they can also easily grab some $XPL, and upon seeing that Pendle's yield is also good, they simply divide their money into three parts.
This is the secret of "retention rate."
————————————
Plasma is transforming from a "strongly dependent" public chain (relying on Aave) into a "self-sustaining" ecosystem
This "multi-anchor" structure, while not looking as sexy (no single hundred-fold myth), has a very strong risk resistance.
Even if a certain protocol cools down, the whole net still exists
Currently, the price of $XPLL is still oscillating at a low level, and the market may feel that this "casting net" action is not stimulating enough.
But I think this is a sign of maturity.
It begins to understand how to use ecosystem depth to retain capital, rather than relying purely on Ponzi subsidies.
This is the strategy that can survive past 2026. #plasma $XPL
DeepSeek scared Silicon Valley with its affordability, while Vanar tested human nature with a lobster image.
The whole internet has been talking about DeepSeek these days.
An AI from China with little funding and promotion scared the Silicon Valley giants into a cold sweat with its 'cheap and easy to use' approach and a few meme-like test images.
This gave me a huge inspiration:
In 2026, the top marketing is not about spending money, but about creating memes.
Whoever can get the community to guess, play, and spread spontaneously will win.
With this perspective, looking back at the operations of the past two days, I found that they are knowledgeable.
They didn't send out those boring technical weekly reports, but instead tossed out a bizarre graphic made up of 24,785 red lobster emojis.
An AI from China with little funding and promotion scared the Silicon Valley giants into a cold sweat with its 'cheap and easy to use' approach and a few meme-like test images.
This gave me a huge inspiration:
In 2026, the top marketing is not about spending money, but about creating memes.
Whoever can get the community to guess, play, and spread spontaneously will win.
With this perspective, looking back at the operations of the past two days, I found that they are knowledgeable.
They didn't send out those boring technical weekly reports, but instead tossed out a bizarre graphic made up of 24,785 red lobster emojis.
If there are no only visible functions on-chain, then RWA is a false proposition.
Recently researching the technical documents of @Dusk , the more I look, the more I feel that these people really understand the B-side.
They do not engage in that kind of geek self-satisfaction full privacy; they are doing programmable confidentiality.
If you are a private equity fund manager,
would you be willing to broadcast your holding details in real-time to the entire network?
Definitely not. That way, your strategy will be laid bare to your opponents, and your orders will be squeezed by MEV.
But can you keep everything completely confidential?
No, you can’t. Regulators need to examine you, LPs want to see performance.
This is a deadlock.
And Dusk's View Key mechanism is the scissors that cut this knot.
It allows you to split the visibility of data.
It's as natural as when we choose “group visibility” while posting on social media.
Visible to regulators, invisible to the public.
——————
This design is actually about moving the mature permission system from Web2 to Web3.
It sounds unsexy, and even a bit centralized (because you have to decide who sees what).
But this is the truth of business.
Business secrets need to be protected, compliance review needs to be cooperated with.
Dusk's ecosystem is still in the early stage (NPEX, 21X is still climbing), and the coin price hasn't taken off.
But I am willing to put it on my watchlist
because it is currently the only project attempting to solve the “RWA implementation difficulty” with “permission management.”
If this problem is not solved, the trillion RWA market will forever just be numbers on PPT. #dusk $DUSK
Recently researching the technical documents of @Dusk , the more I look, the more I feel that these people really understand the B-side.
They do not engage in that kind of geek self-satisfaction full privacy; they are doing programmable confidentiality.
If you are a private equity fund manager,
would you be willing to broadcast your holding details in real-time to the entire network?
Definitely not. That way, your strategy will be laid bare to your opponents, and your orders will be squeezed by MEV.
But can you keep everything completely confidential?
No, you can’t. Regulators need to examine you, LPs want to see performance.
This is a deadlock.
And Dusk's View Key mechanism is the scissors that cut this knot.
It allows you to split the visibility of data.
It's as natural as when we choose “group visibility” while posting on social media.
Visible to regulators, invisible to the public.
——————
This design is actually about moving the mature permission system from Web2 to Web3.
It sounds unsexy, and even a bit centralized (because you have to decide who sees what).
But this is the truth of business.
Business secrets need to be protected, compliance review needs to be cooperated with.
Dusk's ecosystem is still in the early stage (NPEX, 21X is still climbing), and the coin price hasn't taken off.
But I am willing to put it on my watchlist
because it is currently the only project attempting to solve the “RWA implementation difficulty” with “permission management.”
If this problem is not solved, the trillion RWA market will forever just be numbers on PPT. #dusk $DUSK
The USD1 first-week reward has officially been released, with an annualized return stabilizing at around 15%
Although this time I didn't manage to achieve super high returns, it's a bit regrettable
But in the current context of a generally weakening market and the arrival of a round of sharp declines, successfully achieving risk aversion
Preserving the principal and stable returns is far more important than chasing high to obtain short-term profits
In a fluctuating and declining market environment, not losing is winning; being able to steadily avoid this adjustment is the most ideal result of this layout
Just thinking about if I were still fully invested in spot, I can't imagine how much my assets would shrink
Thank you!! $WLFI
Although this time I didn't manage to achieve super high returns, it's a bit regrettable
But in the current context of a generally weakening market and the arrival of a round of sharp declines, successfully achieving risk aversion
Preserving the principal and stable returns is far more important than chasing high to obtain short-term profits
In a fluctuating and declining market environment, not losing is winning; being able to steadily avoid this adjustment is the most ideal result of this layout
Just thinking about if I were still fully invested in spot, I can't imagine how much my assets would shrink
Thank you!! $WLFI
How much did those so-called big shots in private equity actually scam us?
Last night I reviewed last year's investments and saw those zeroed-out primary market co-investments, which made me very angry
At that time, that 'big shot' spoke brilliantly: top resources, exclusive quotas, guaranteed profit
So what happened? The money was sent over, and it went into a black box
You ask him about the progress, he says 'confidential'; you ask him about the position, he says 'not convenient to disclose'
In the end, the project failed, and he shrugged: 'The market is not good'
I even suspect he took my money to leverage and blew up, but I have no evidence.
This made me deeply understand a principle:
In finance without technical constraints, trust is the most fragile single point of failure
At that time, that 'big shot' spoke brilliantly: top resources, exclusive quotas, guaranteed profit
So what happened? The money was sent over, and it went into a black box
You ask him about the progress, he says 'confidential'; you ask him about the position, he says 'not convenient to disclose'
In the end, the project failed, and he shrugged: 'The market is not good'
I even suspect he took my money to leverage and blew up, but I have no evidence.
This made me deeply understand a principle:
In finance without technical constraints, trust is the most fragile single point of failure
In last night's crash, I saw the true face of the AI track.
Last night's pullback was quite severe, with Bitcoin plunging and altcoins in complete disarray.
I kept an eye on the liquidation data while lurking in various groups.
An interesting phenomenon is that the groups that were praising AI and the overwhelming consensus just a few days ago have suddenly fallen silent.
Instead, a few groups that usually discuss technology are still calmly talking about architecture.
Only when the tide goes out do we know who was swimming naked.
This drop is actually a necessary process of distinguishing the real from the fake. It has forcefully eliminated those who were merely riding the AI label while manipulating things.
With this spectator mentality, I re-examined the recent trends.
I kept an eye on the liquidation data while lurking in various groups.
An interesting phenomenon is that the groups that were praising AI and the overwhelming consensus just a few days ago have suddenly fallen silent.
Instead, a few groups that usually discuss technology are still calmly talking about architecture.
Only when the tide goes out do we know who was swimming naked.
This drop is actually a necessary process of distinguishing the real from the fake. It has forcefully eliminated those who were merely riding the AI label while manipulating things.
With this spectator mentality, I re-examined the recent trends.
In the past two years, you may have noticed a change:
DeFi has found it difficult to tell new stories,
but RWA has started to truly take off.
Especially in the area of tokenizing stocks.
The advantage of $SWCH is that
it is not a project that issues assets, but a platform that serves as a trading entry.
In other words, it does not bet on whether a specific stock will rise or fall,
it bets on whether more and more people will trade U.S. stocks on the chain in the future.
https://swisscheese.finance/
Compared to projects in the same space, most are still in the proposal stage,
@Swisscheese_fn has already launched products and integrated real payment scenarios.
Additionally, with Iker Casillas' endorsement, the brand's level has been directly elevated.
https://swisscheese.finance/
DeFi has found it difficult to tell new stories,
but RWA has started to truly take off.
Especially in the area of tokenizing stocks.
The advantage of $SWCH is that
it is not a project that issues assets, but a platform that serves as a trading entry.
In other words, it does not bet on whether a specific stock will rise or fall,
it bets on whether more and more people will trade U.S. stocks on the chain in the future.
https://swisscheese.finance/
Compared to projects in the same space, most are still in the proposal stage,
@Swisscheese_fn has already launched products and integrated real payment scenarios.
Additionally, with Iker Casillas' endorsement, the brand's level has been directly elevated.
https://swisscheese.finance/
The fear index is already 18
Yesterday 26
It hasn't been long since the last 18
This drop is worse than the last one!!
Yesterday 26
It hasn't been long since the last 18
This drop is worse than the last one!!
The market is falling sharply
Suddenly I want to buy the dip
$ASTER
Suddenly I want to buy the dip
$ASTER
Last night's market trends were observed by everyone, BTC broke 80k, and altcoins are practically in hell mode.
The community is filled with complaints.
With the decline of precious metals, the blockchain also experienced a crash.
Assets across the network have rapidly shrunk.
This year is likely to be tough, and the panic index is also rising. I even saw that a small bank in the United States collapsed last night.
I hope everyone can hold on well.
——————
But I discovered a striking phenomenon:
While all network assets are shrinking, only holders of USD1 are making money.
This situation is quite interesting upon reflection.
The 40 million dollar event of Binance × WLFI coincided with this major correction.
This led to a result: it became a de facto "bear market subsidy."
I previously wrote a post about switching positions; I wonder how many people took it to heart.
▰▰▰
Why is rushing into USD1 the optimal solution now?
1. The passive uplift of yield rates.
Everyone is cutting losses and exiting,
This means the total pot for participating in dividends has become smaller.
According to the rules, the fewer people there are, the more WLFI the remaining participants get.
The current APR (annualized) may have far exceeded the previous 15%-24%.
This is a typical case of "others panic while I am greedy"; however, this time the greed is not about bottom fishing but about arbitrage.
2. The "perfect safe haven" for funds.
In the current extreme volatility, even holding USDT feels a bit risky (afraid of decoupling).
But the full U.S. Treasury reserves and political endorsement behind USD1 make it the strongest shield.
Putting it in a contract account (U-based) not only allows you to enjoy 1.2 times the airdrop weight but also prepares you to bottom fish at any time (if it doesn't drop).
This is a perfect state where you can advance to attack and retreat to defend.
——————
This event still has three weeks (until February 20).
Instead of betting on a rebound or catching falling knives in the current market, it’s better to honestly switch your position to USD1.
Let Binance give you this subsidy.
When this bloodbath ends, you will find that holding more U is the biggest win.
The community is filled with complaints.
With the decline of precious metals, the blockchain also experienced a crash.
Assets across the network have rapidly shrunk.
This year is likely to be tough, and the panic index is also rising. I even saw that a small bank in the United States collapsed last night.
I hope everyone can hold on well.
——————
But I discovered a striking phenomenon:
While all network assets are shrinking, only holders of USD1 are making money.
This situation is quite interesting upon reflection.
The 40 million dollar event of Binance × WLFI coincided with this major correction.
This led to a result: it became a de facto "bear market subsidy."
I previously wrote a post about switching positions; I wonder how many people took it to heart.
▰▰▰
Why is rushing into USD1 the optimal solution now?
1. The passive uplift of yield rates.
Everyone is cutting losses and exiting,
This means the total pot for participating in dividends has become smaller.
According to the rules, the fewer people there are, the more WLFI the remaining participants get.
The current APR (annualized) may have far exceeded the previous 15%-24%.
This is a typical case of "others panic while I am greedy"; however, this time the greed is not about bottom fishing but about arbitrage.
2. The "perfect safe haven" for funds.
In the current extreme volatility, even holding USDT feels a bit risky (afraid of decoupling).
But the full U.S. Treasury reserves and political endorsement behind USD1 make it the strongest shield.
Putting it in a contract account (U-based) not only allows you to enjoy 1.2 times the airdrop weight but also prepares you to bottom fish at any time (if it doesn't drop).
This is a perfect state where you can advance to attack and retreat to defend.
——————
This event still has three weeks (until February 20).
Instead of betting on a rebound or catching falling knives in the current market, it’s better to honestly switch your position to USD1.
Let Binance give you this subsidy.
When this bloodbath ends, you will find that holding more U is the biggest win.
I have never seen such an "ugly" block explorer, but I really like it.
Recently, I've been staring at the explorer of @Dusk , with a screen full of "PRIVATE", not even an amount.
In the past, I would have cursed this as a black box, a scam.
But now, I feel that it is a form of advanced aesthetics.
The current public chains are too noisy.
When you transfer money, the whole network knows; when you buy an NFT, everyone comes to watch.
This kind of "forced transparency" is actually a form of bullying towards users.
Why should I expose my assets to the whole world?
Dusk's browser tells us one thing:
Real security comes from "verifiable confidentiality."
That little lock icon represents mathematical zero-knowledge proofs.
It is declaring to the entire network: this transaction is legitimate (no double spending, has balance), but it's none of your business.
///
This design is actually paving the way for RWA.
If in 2026 there are indeed hundreds of billions of assets on-chain, they will never choose those "naked" public chains.
They will opt for this "default privacy, disclosure on demand" architecture.
The current price of $DUSK is still low, and the market clearly hasn't priced in this "sense of sophistication" yet.
But I am willing to wait.
Because I know that when institutions really come in with big money, the first thing they look for is this locked browser.
#dusk $DUSK
Recently, I've been staring at the explorer of @Dusk , with a screen full of "PRIVATE", not even an amount.
In the past, I would have cursed this as a black box, a scam.
But now, I feel that it is a form of advanced aesthetics.
The current public chains are too noisy.
When you transfer money, the whole network knows; when you buy an NFT, everyone comes to watch.
This kind of "forced transparency" is actually a form of bullying towards users.
Why should I expose my assets to the whole world?
Dusk's browser tells us one thing:
Real security comes from "verifiable confidentiality."
That little lock icon represents mathematical zero-knowledge proofs.
It is declaring to the entire network: this transaction is legitimate (no double spending, has balance), but it's none of your business.
///
This design is actually paving the way for RWA.
If in 2026 there are indeed hundreds of billions of assets on-chain, they will never choose those "naked" public chains.
They will opt for this "default privacy, disclosure on demand" architecture.
The current price of $DUSK is still low, and the market clearly hasn't priced in this "sense of sophistication" yet.
But I am willing to wait.
Because I know that when institutions really come in with big money, the first thing they look for is this locked browser.
#dusk $DUSK
If your payslip was broadcasted to the entire company, would you still go to work?
Two years ago, when I was still working at the company, the company issued year-end bonuses, and the finance accidentally sent the Excel to a large group.
At that moment, the atmosphere in the entire office became extremely strange.
Colleagues who usually call each other brothers now have eyes full of testing and calculation.
Some people want to resign because they received two thousand less, while others feel uneasy because they received more.
This incident made me deeply understand a principle:
When it comes to money, 'transparency' is never a virtue, but a disaster.
————————
Thinking back on such a scene of social death is really unforgettable.
At that moment, the atmosphere in the entire office became extremely strange.
Colleagues who usually call each other brothers now have eyes full of testing and calculation.
Some people want to resign because they received two thousand less, while others feel uneasy because they received more.
This incident made me deeply understand a principle:
When it comes to money, 'transparency' is never a virtue, but a disaster.
————————
Thinking back on such a scene of social death is really unforgettable.
Kevin Warsh is here: The moment of change at the Federal Reserve and the defense of your wallet.
Recently, many friends around me have been complaining:
Mortgage rates can't come down, prices are still rising, and wages haven't moved.
Everyone is asking: How much longer will Powell torment us?
In the past few days, I saw the news that Trump officially nominated Kevin Warsh as the next chairman of the Federal Reserve, and I suddenly realized:
We may be witnessing a complete shift in the macro paradigm.
Many people only see his pro-Bitcoin label, and some are already shouting that BTC will reach 200,000.
But as an observer who has been in this market for many years, I must pour a bucket of cold water:
If you only see the 'good news', you will likely be harvested in the upcoming 'policy overhaul'.
Mortgage rates can't come down, prices are still rising, and wages haven't moved.
Everyone is asking: How much longer will Powell torment us?
In the past few days, I saw the news that Trump officially nominated Kevin Warsh as the next chairman of the Federal Reserve, and I suddenly realized:
We may be witnessing a complete shift in the macro paradigm.
Many people only see his pro-Bitcoin label, and some are already shouting that BTC will reach 200,000.
But as an observer who has been in this market for many years, I must pour a bucket of cold water:
If you only see the 'good news', you will likely be harvested in the upcoming 'policy overhaul'.
Why does your AI chat like Einstein but work like an idiot?
Yesterday, Friday, I was assembling a large IKEA wardrobe at home.
The instruction manual was beautifully illustrated, and the board was quite thick. But when I got to the last step, I found that I was missing a screw to secure the back panel.
Just because of this one screw that costs a few cents, the entire wardrobe worth hundreds of dollars was wobbling and completely unusable.
At that moment, I was so angry that I threw the screwdriver, and all I could think about was cursing.
This incident reminded me of the current AI landscape.
You see Marc Andreessen (a16z) talking about AI saving the population crisis, it sounds grand; then you see Fetch's AI doing agent collaboration, it looks beautiful.
The instruction manual was beautifully illustrated, and the board was quite thick. But when I got to the last step, I found that I was missing a screw to secure the back panel.
Just because of this one screw that costs a few cents, the entire wardrobe worth hundreds of dollars was wobbling and completely unusable.
At that moment, I was so angry that I threw the screwdriver, and all I could think about was cursing.
This incident reminded me of the current AI landscape.
You see Marc Andreessen (a16z) talking about AI saving the population crisis, it sounds grand; then you see Fetch's AI doing agent collaboration, it looks beautiful.
How much presence does the bank still have when your dollar starts to 'carry interest'?
Yesterday, I went to the bank and watched the rolling interest rate screen at the counter, with a savings rate of 0.01%.
I stared at that number for a long time, suddenly feeling it was absurd.
The money we earn with great effort not only doesn't generate returns, but is also gradually eaten away by the invisible hand of inflation.
This is the greatest arrogance of traditional finance: it assumes your money is dead, and to make it alive, you have to beg it.
This anxiety of holding and losing makes me suddenly slap my thigh when I see the forwarded maplefinance case.
▰▰▰
The ambition of Plasma: turning the dollar into 'biological'.
I stared at that number for a long time, suddenly feeling it was absurd.
The money we earn with great effort not only doesn't generate returns, but is also gradually eaten away by the invisible hand of inflation.
This is the greatest arrogance of traditional finance: it assumes your money is dead, and to make it alive, you have to beg it.
This anxiety of holding and losing makes me suddenly slap my thigh when I see the forwarded maplefinance case.
▰▰▰
The ambition of Plasma: turning the dollar into 'biological'.
Lighting a torch in the dark forest: Why institutions dare not run naked on public chains?
This morning I went to the hospital for a check-up. The doctor looked at my report for a long time, frowning.
My first reaction at that time was nervousness, and my second reaction was relief:
Fortunately, only doctors can see this thing; if it were posted at the hospital entrance, I would never be able to live my life.
In that moment, I suddenly realized that this is actually the underlying logic of the financial world:
Core data (medical records/positions) must be kept confidential, but the regulatory party (doctor) must have the right to access it.
With this perspective, looking at the current blockchain is simply a huge absurd theater.
We boasted about 'openness and transparency' to Eth, thinking it was revolutionary.
My first reaction at that time was nervousness, and my second reaction was relief:
Fortunately, only doctors can see this thing; if it were posted at the hospital entrance, I would never be able to live my life.
In that moment, I suddenly realized that this is actually the underlying logic of the financial world:
Core data (medical records/positions) must be kept confidential, but the regulatory party (doctor) must have the right to access it.
With this perspective, looking at the current blockchain is simply a huge absurd theater.
We boasted about 'openness and transparency' to Eth, thinking it was revolutionary.
48 hours of attracting 6.6 billion: What did Plasma do right?
The market has been crashing in the past few days, and everyone is panicking and fleeing.
But I discovered an extremely unusual data point: funds did not withdraw from exchanges, but instead surged in like crazy.
48 hours, 6.6 billion dollars
This speed even surpassed the peak times of Ethereum Layer 2.
Many people say this is thanks to Aave.
But I believe this is just the surface.
Aave is deployed on so many chains, why did it explode specifically on Plasma?
Because Plasma is the only container tailored for "stablecoins."
▰▰▰
Why do I say it is a "liquidity black hole"?
But I discovered an extremely unusual data point: funds did not withdraw from exchanges, but instead surged in like crazy.
48 hours, 6.6 billion dollars
This speed even surpassed the peak times of Ethereum Layer 2.
Many people say this is thanks to Aave.
But I believe this is just the surface.
Aave is deployed on so many chains, why did it explode specifically on Plasma?
Because Plasma is the only container tailored for "stablecoins."
▰▰▰
Why do I say it is a "liquidity black hole"?
The new situation created by 40 million USD: Why does Binance recognize USD1 as its 'adopted son'?
In the past few days, while browsing Binance, careful observers must have noticed a phenomenon:
The previous BUSD trading pairs have almost disappeared, and the weight of FDUSD is also declining.
Instead, USD1 is crazily flooding the screen.
Whether it's lending, wealth management, or contract collateral, the officials are eager to shove USD1 into your mouth.
Especially just now when I saw the number confirmed by the WLFI official post: 12,00,000 WLFI token pool.
The momentum is clearly not supporting a new coin, but rather establishing a crown prince.
Many group friends asked me: "Can this wool be harvested?"
I'm telling you, this is no longer wool; this is the military funding Binance is allocating to win the stablecoin war.
The previous BUSD trading pairs have almost disappeared, and the weight of FDUSD is also declining.
Instead, USD1 is crazily flooding the screen.
Whether it's lending, wealth management, or contract collateral, the officials are eager to shove USD1 into your mouth.
Especially just now when I saw the number confirmed by the WLFI official post: 12,00,000 WLFI token pool.
The momentum is clearly not supporting a new coin, but rather establishing a crown prince.
Many group friends asked me: "Can this wool be harvested?"
I'm telling you, this is no longer wool; this is the military funding Binance is allocating to win the stablecoin war.
Why can’t today’s on-chain AI be anything more than a temporary worker?
Recently, while watching the Agent track, I noticed a rather awkward phenomenon:
All AI projects are showcasing 'how many Bots I have', but none dare to show 'how long my Bot has lived'.
Because they simply don’t last long.
On the current stateless public blockchain, every interaction with AI is a brand new beginning. It has no memory, no history, and even no accumulated credibility.
It's like hiring a nanny, but this nanny wakes up every morning with amnesia, and you have to teach her how to open the door all over again every day.
With this kind of efficiency, how can we possibly bear the complexity of the economy in 2026?
All AI projects are showcasing 'how many Bots I have', but none dare to show 'how long my Bot has lived'.
Because they simply don’t last long.
On the current stateless public blockchain, every interaction with AI is a brand new beginning. It has no memory, no history, and even no accumulated credibility.
It's like hiring a nanny, but this nanny wakes up every morning with amnesia, and you have to teach her how to open the door all over again every day.
With this kind of efficiency, how can we possibly bear the complexity of the economy in 2026?
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