
土澳大狮兄BroLeon|Apr 24, 2025 03:07
I quite agree with the viewpoint of diving. Traditional VCs may not be convenient to change the terms and use LP investors' money to invest in memes, but there are still many flexible small VCs/add ons or VCs willing to try organizing on memes.
The memes related to Ai are gray areas between traditional "air memes" (referring to memes generated based on emotions and hot topics) and building traditional cryptocurrency projects.
But the time and benefits of exiting can be much faster and shorter than investing in a unified level project. There is no requirement for lock up, there is a narrative to say, there is no need to engage in smelly and lengthy community preheating and airdrop bonds. CEX now finds listing projects even easier than traditional VC coins.
From another perspective, memes dominated by VCs are relatively more structured, and are less likely to have a situation where the front of the car is flooded with panic and the project is ruined. They often have a second chance.
In addition, this leaves room and opportunities for some powerful players who do not have the time to sit idle and monitor the chain for a long time. Through investment research, some fundamental information and patterns can be discovered and become evidence of the confidence of large investors to invest heavily.
These whales who are willing to invest in second tier large positions are important indicators of market liquidity expansion, such as @ BTCdayu @ 0xcryptowizard.
If the previous AI16Z swaps were version 1.0, it is likely that there will be a 2.0 version of VC meme in the future, which can be considered as another type of rebuild build. I am looking forward to how to play it.
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