歇了好久,考试考的差不多了!准备回归!先来更新一下以前看的项目,仅讨论,非喊单!欢迎大家补充~
从今天讨论度比较高的 $FARTCAT 说起
一切的一切都来自于 $GOAT 之父Andy(@AndyAyrey)5月23日的这条推文,恰逢Claude 4于2025年5月22日正式发布,Andy推文里提到的这个Claude Opus 4,是一种更强大的旗舰模型
虽然Claude和其他竞品比起来没有那么广为熟知,但是Sandly一大半的作业都是Claude写的,再加上 #FARTCAT 是叠了BUFF,AI+Andy+动物+fart。于是Sandly果断买入,从缝合怪+新闻的角度看,对他的估值在2-3m
后面的故事就像今天看见的一样,经历了痛苦的洗盘后,Marc关注Fartcat,底部爆拉150x。借用Lam的名言:“可惜生活不是电影,我也少点运气”,难得拿一次底部筹码,被洗的彻彻底底,只有后面发推的时候,4m追进去的一小笔。
说回大名鼎鼎的A16z合伙人Marc(@pmarca)在这里面的关系,这也是我觉得有点奇怪的地方——A16z也没投claude啊??甚至投资的是他们的竞争对手。不过 fartcat cto的演化过程中慢慢脱离了最开始和claude强绑定的本义。
白天极度fomo的时候,Sandly看到有人说这是Marc关注的第二个有CA的项目。。。不过貌似Marc关注了26k多个项目,再怎么样不可能只有两个加密相关的吧?
目前出本观望中,看看后续还有什么幺蛾子

哦对了,能再来次深深深深度洗盘吗?因为淋过雨,所以Sandly要把别人的伞撕碎🥵
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