Crypto AI Second Half: Launchpad War, Tokenomics Shifts to Ecology, MCP Emerges

Written by: It

has been more than 4 months since Zolo last took stock of AI projects, and the AI narrative that had a good momentum was hit by Trump's meme bloodsucking, then the birth of deepseek, and then tariffs, etc., and the liquidity on the chain gradually lacked, and a series of "unexpected" caused the AI bubble to burst ahead of schedule.

After taking stock of those projects last year, I have been following up on almost all of them. Obviously, some have gradually died, some are still telling stories, some are continuing to do things, and new things are constantly being done; Some because of the "Zhuang" came, but there was an unexpected rebound.

On April 6, the MCP project Dark was launched;

On April 17, the Virtuals launchpad Genesis was launched;

On April 20, the AI16Z launch pad auto.fun was launched.

Is there a second wave of AI? My answer is yes.

Is AI still the same thing as before? My answer is no.

After months of bursting the bubble, can AI rebuild the rubble?

In the second half, how will the AI play? Here's what I think.

Launchpad eruption, Meme Launchpad and AI Launchpad will each account for half

of the countryThis year, we have seen too many Launchpads, Four.Meme broke out at the beginning of the year, and myshell's AI Launchpad was launched;

and then to the Launchlab a while ago, in addition to these Launchpads, different ecosystems are making their own Launchpads.

The competition for Meme Launchpad is essentially a competition of ecology + creators.

The ecosystem determines that each public chain can have its own meme launchpad, and at the same time, almost only one meme launchpad can become a winner-takes-all role.

The competition for creators includes:

1- Give token issuers a better profit-sharing model2

- Attract those who are creative (and can see the angle) who are willing to issue tokens on your platform

known as the "$TIME" of the Launchlab leader, with a peak of only 9M, and no memes that can run out. The news is posted every day Pump.fun only one or two tokens a day to successfully graduate, and other platforms have none.

One loses all.

But most of the above are Launchpads focused on "memes", and what matters is angle and continuous communication.

Memes don't have a utility, and AI Agent Whether you want it or not, you have to have a utility to be embarrassed.

So you'll see that AI projects will go live on some AI Launchpads separately

because Meme Launchpads aren't suitable for AI Agents.

According to incomplete statistics, compared with Meme Launchpads, there are at least 5-10 AI Launchpads.

Meme Launchpad: pumpfun, launchlab, fourMeme, clanker, Apeswin, etc.;

AI Launchpad: autofun, virtual genesis, creatorbid, arc ryzome, myshell, spectral, etc.