Zolo 🌊
Zolo 🌊|Apr 21, 2025 05:00
Crypto AI Second Half: Launchpad War, Token economics shifts towards ecology, MCP emerges as a rising force It has just been more than 4 months since the last inventory of AI projects, and a series of "unexpected" let the AI foam burst ahead of schedule. After completing the inventory of those projects last year, I have been following up on almost all of them. It is obvious that some have gradually died, some are still telling stories, some are continuing to do things, and new things are constantly emerging; Some have unexpectedly rebounded due to the arrival of 'Zhuang'. On April 6th, MCP project Dark was launched; On April 17th, the Genesis launch site for Virtuals was launched; On April 20th, AI16Z Launch Pad http://auto.fun go online. Is there a second wave of AI? My answer is yes. Is AI still the same thing as before? My answer is no. After several months of the collapse of the foam, can AI rebuild the ruins? How will AI play in the second half? one ️⃣ Launch pad explosion, meme Launchpad and AI Launchpad will each occupy half of the market We have seen too many launch pads this year http://four.meme Explosion, Myshell's AI launchpad goes live; At the previous launch lab, apart from these few launch pads, different ecosystems were all making their own launch pads. The competition of Meme launchpad is essentially a competition of ecology and creators. Ecology determines that each public chain can have its own meme launcher pad, and at the same time, almost only one meme launcher pad can become a winner takes all character. The competition among creators includes: 1. Provide token issuers with a better profit sharing model 2. Attract creative individuals who are willing to issue tokens on your platform based on their perspectives The highest point of "TIME", known as the leader of Launchlab, is only 9M, and there are no memes that can be run out. News is released daily http://pump.fun Only one or two tokens graduate smoothly in a day, and there is none on other platforms. Both suffer losses. But most of the above are focused on "meme" launch pads, what's important is the angle and sustained dissemination. Meme has no utility, while AI agents require utility regardless of whether you want to or not. So you will see that AI projects will be launched separately on some AI Launchpads, Because meme launchpad is not suitable for AI agents. According to incomplete statistics, compared to meme Launchpad, There are already at least 5-10 AI Launchpads available. Meme Launchpad: Pumpfun, launchlab, fourmeme, clanger, Apeswin, etc; AI launchpad: Autofun, Virtual Genesis, Creatorbid, Arc Ryzome, Myshell, Spectral, etc. As shown in the following figure. The launch method of AI Launchpad not only allows users to create their own tokens, but also allows for direct collaboration with existing AI projects. There are currently 7 projects waiting to be launched for Virtuals Genesis, Autofun has announced collaborations and launches for 13 projects. Previously popular Arc also announced its AI AppStore plan. If you believe in AI, then you should also pay attention to more new projects on AI Launchpad. Meme Launchpad and AI Launchpad will each account for half of the market.
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