#叙事动力学讲义 Have a master mindset: When a track blowout, in addition to capturing alpha, the best way is to choose some good "masters" that capture the meta of the entire track. There are three common types of masters: 1. The master disk of spiritual and cultural significance As the name suggests, a track must have a symbol of religious significance that can represent its spirit. The cult meme meta is like the social movement against mainstream finance represented by $SPX $GME, and the DeAI meta is triggered by the decentralized AI spirit represented by $ai 16z Shoggoth $MemesAI. The great thing about $ai 16z is that it fits all three master types and is the culmination of DeAI. And the $Robotheism I found stood out as a unique positioning of AI religion. I don't see anything like it anymore — and I'm afraid I don't see it anymore. Religion/social movements are the leaders of this category. 2. The master of the token's economic significance This is the most classical paradigm that best fits the definition of "split disk" in the "three-disc theory". It is connected by pure token economic significance, forming an ecology with a certain token as the core. Common ones like $VIRTUAL $ai 16z and so on. If this model succeeds, it will succeed, and if it fails, it will go to zero. The core lies in whether a good target can be formed within the ecology to enter a positive cycle. Currently $MTN (corresponding to $DARK) has this meaning. But it remains to be seen. 3. The master of the product frame meaning Paradigm-like masters exist only in application products, especially AI products. MCP is inherently sub-mother-disc, so it is important to pay particular attention to the MCP concept. Frameworks such as $ai 16z $Swarms $Anon or products with SDK expectations will have such expectations.