纽约还是充满了机会和活力
这里的华人founder还是太少了
随便问一嘴这里的华人founder,
大家基本只能记住 @Chrizhuu
搞了AI浏览器直接拿了2200万美金,
最重要的是混的进核心圈、在正确的叙事方向上做事、执行力强
近期正确的叙事方向包括:
1. perp dex,多个大生态都要发自己的perp dex,lighter和edgex快要发币了,已经在下半场了
2. 公售打新(buidlpad、echo、legion等),玩法太多了,MMT爆套保空单,megaeth打新之类的;配合筹码结构还能玩很久,还在上半场
3. Base系,zora已经飞过了一次了(虽然下来了),剩下的生态项目都在跃跃欲试,中长期还是很看多base系
4. AI,依然在非常早期,不要小看人类未来20-30年大科技浪潮的决心,现在只是小浪花。这个主题也很难证伪,能一直玩,所以说Chriz做Donut是真的很聪明
5. 合规叙事,后面再展开讲,简单说就是Canton这种大东西都是传统华尔街的巨大意志,不会有巨大的财富效应,缓慢渐进的胜利。找点财富密码的话可以看这些巨头赛道的竞品,比如Miden

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