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Web1 (1991-2004): Read-only era The internet is like a digital library and bulletin board—the portal website is the sole publisher, and users are merely consumers of content. This period shaped the perception that 'browsing the internet is about accessing information,' with power completely centralized in the hands of website operators. Advertising became the earliest business model on the internet, while user data was merely a byproduct. Web2 (2005-2020): Read-write era Social media platforms created the illusion that 'everyone can speak out,' but in reality, they built a more sophisticated centralized control system. User-generated content became platform assets, and social graphs and behavioral data were transformed into precise advertising revenue. Platforms possess the unilateral power to modify rules, ban accounts, and manage data—events like Trump's account suspension and Douyin's small store being wiped out starkly demonstrate this unequal relationship.
The AI industry is undergoing a multi-dimensional elimination competition characterized by capital, computing power, data, scenarios, and compliance, presenting a pattern of centralization among leaders, vertical breakthroughs, and the clearing of pseudo-demand, with the core being a comprehensive contest of 'controllable costs + technological barriers + commercial closed loops.'
1. Core Elimination Mechanism (Who Gets Knocked Out First)
• Capital and Computing Power Barriers: The cost of training/inference for large models is extremely high (e.g., OpenAI's annual cash consumption exceeds 10 billion USD), making it difficult for small and medium-sized companies to sustain investment; companies engaged in computing power leasing arbitrage and those without self-research optimization will be the first to be eliminated.
• Data and Technology Traps: Teams lacking high-quality proprietary data, only performing model fine-tuning/API encapsulation, and without differentiated technology are easily squeezed by the open-source wave and the ecosystems of large enterprises; pseudo-embodied intelligence and concept products (without real scenario validation) accelerate their clearance.
• Commercial Life and Death Line: Projects with a single profit model that only 'add AI effects' without changing processes and lack quantifiable ROI will face mass closures during tightening financing cycles; deep implementers in vertical scenarios (finance, healthcare, industry) are more likely to survive.
• Compliance and Ecological Game: Compliance costs related to data security, privacy protection, and algorithm transparency are rising, and non-compliant companies face penalties or removal; giants are squeezing the survival space of independent players through ecological integration (e.g., models + computing power + applications). #btc $BTC
Enhance your cognitive abilities, and use them to acquire wealth. ------ Enhance your cognitive abilities, and use them to acquire wealth. $BNB #ETH走势分析 $BTC
Time keeps running, it depends on whether you are doing the right thing and are on the right path. One day you will find that the past, present, and future exist simultaneously.
🛡️ 2026 Cryptocurrency Conservative Asset Allocation Plan The design goal of this plan is to maximize the reduction of 'zeroing' risks and the impact of extreme volatility while enjoying the growth dividends of the industry. 1. Core Position: Dual Cornerstone Allocation (85% of total allocation) This is the 'ballast' of your account, which has proven its survival ability across bull and bear cycles. • Bitcoin (BTC) - 55%: * Role: Digital gold, the preferred choice against inflation. • Holding Logic: As the world's first compliant spot ETF cryptocurrency, BTC is deeply linked with traditional finance. Its price volatility is gradually decreasing with institutional entry, making it the preferred choice for conservative investors. • Ethereum (ETH) - 30%: * Role: Global decentralized computing platform, yield-generating asset. • Holding Logic: It is recommended to stake the held ETH natively; the annualized yield is typically around 3%-4%. This portion of 'compound' income can provide you with continuous cash flow during market consolidation periods and spread out holding costs. 2. Infrastructure Enhancement: Deterministic Leaders (10% of total allocation) While maintaining stability, allocate a very small amount to infrastructure assets with industry monopoly status. • Solana (SOL) or BNB (5% each): • Reason: Solana has very high user stickiness and performance advantages; BNB is the largest centralized exchange token, with a strong burn mechanism and Launchpool yield. Choosing one of them (or splitting equally) can capture price premiums at the base chain level. 3. Risk Buffer: Compliant Stablecoins (5% of total allocation) • USDC or Government Bonds RWA (like ONDO): • Reason: Keep a small amount of cash in the wallet for replenishing positions during irrational market crashes. Alternatively, allocate to regulated dollar government bond tokens to enjoy stable annualized risk-free returns.
Stay away from high leverage and meme coins: Reject any form of contract trading and do not participate in low liquidity, small market cap projects that lack fundamental support.
Use compliant channels: Prefer regulated exchanges or hardware wallets for storage. $BTC $ETH $BNB {spot}(BNBUSDT)