Let's take a look at the operating model of @believeapp this platform Believe, the officially supported project of the launchpad, has certain characteristics, and has attracted a group of people with products in web2, especially the budding founders in the North American AI circle who do not have much noise in crypto, and provide them with resources to issue coins and make revenue in web3 This style of play is a bit out of time, because if they had done this idea at the end of last year when the AI boom was in full swing, it is estimated that they would have to fomo to the sky now. The difference from the hype at the time is: 1️⃣ The story of a real-name AI founder who entered Web3 fundraising - These AI founders supported by @pasternak should have gone through a certain amount of dd, and they all appeared in real people + real names when the product was released and the token was launched - The product form is determined, and the token is also fixed to CA, but the tokenomics are not clear - The format of the video content is a bit similar. Instead of the anonymous rubbing + pure hype of the GitHub high-star project at that time, judging from the real-name + fixed CA of these founders, these people's products can probably be determined to be strongly related to the token. At least, this time we're probably buying real AI Group friend @zk7hao also said, "Web2 high-quality founders coming in to issue coins is not necessarily a bad thing, in fact, it can also bring some incremental assets and devs." 2️⃣ 100 x 1 M is far easier than 1 x 100M – no need for Ryuichi Let's assume that the KPI for a new desk up is 100M For a launch pad, especially a new one, it's far easier to make 100 coins with a history of 1M than to hatch a 100M coin. Judging from the $DUPE $SUPERFRIEND, it is clear that the founders have good web2 resources and have some participation in the project After all, not every AI project is successfully monetized and listed on the NASDAQ. While raising money in web2 is far less easy than raising money in web3, these young founders can easily raise funds by continuously introducing AI projects in North America So why would the market buy this, as mentioned above, the tokenomics are not clear, and the founder himself may not know what this coin can do, the answer is - the existing web3 AI is too bad... Assuming that the market is still willing to pay for the technology, then although Believe does not have a trader, he can bring in 100 real AIs with good backgrounds, product innovations, and value, and can easily complete 100 token launch KPIs that have at least reached more than 1M There is one more point that is very noteworthy. Think about it, when we buy tokens on Letsbonk and Boop, they are basically related to "this is strongly related to Boonkguy" and "this is related to Dingaling interaction", and the degree of centralization is difficult to get rid of in a short period of time, but it will shackle the upper limit of the platform, and whether the initial traffic is good or bad - But the independence between $DUPE $SUPERFRIEND being bought by the market and the platform is very strong, it may be because it was bought calmly, it may be because it was bought because of diving, it may be because it has a good dev background, but most of it is not bought because it is out of @believeapp, which is completely different from the current new platform on the market This independence of being bought by the market means that if @pasternak can bring in an AI founder who can do things, then he is tantamount to mining the new era DK (founder of Luna), and perhaps only this kind of decentralized traffic can open the ceiling of tokens on the platform "The platform currency is fed back by the revenue and the Golden Dog income, and the non-platform currency creates the upper limit of the token on the platform." 3️⃣ The advantage of the platform coin at the moment: cheap Regardless of whether he can do it or not, the platform currency itself is actually fed back by the golden dog above him, and there are two advantages at present: - Cheap, that's not to say - CAs have been identified, but no coin related benefits have been released, including buybacks, dividends, etc From an investment perspective, this is a: - Currently, the FDV is only 6M's - There is already a lot of voice in the crypto community - Alliance DAO @alliancedao incubated and supported - Launchpad where founders can bring AI founder resources in The risk is that the platform currency repurchase is expected to be unsatisfactory To sum up, I think that this style of play objectively has a higher upper limit, and this upper limit is likely to be undervalued from the current price, and there is also a follow-up expectation that has not yet been released, DYOR