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郡主Christine
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cofounder @0xinfini Infini: https://t.co/Waw8VJqsyr Binance is the CEX I use:https://t.co/gUKzs8xE6P
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郡主Christine
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Three years ago, around October 2022, I was having coffee with @Christianeth, @sleepy0x13, and @superarriva in Wangjing. That day was also a day of sharp declines, which I remember vividly. At that time, Chris was mainly trading ETH and Coinbase. I was trading BTC. I started buy the dips when it dropped from 40,000, and it fell to 15,000 in less than a month. But at that time, I didn't feel pessimistic at all. 🪼 Many interesting things have emerged during the long bear market. Let's farm @blur_io together, play with @friendtech, farm inscriptions, collect Layer 2 airdrops, and collect perp and various stablecoins (resolve, falcon, ethena, usual, etc.). Between 2023 and 2025, a large number of alpha tokens were also released, such as the ton ecosystem, the sol meme, and the AI ​​meme. Unfortunately, in the past three years, everything that could be played has been played, and everything that could be disproven has been disproven. Modularization, social-fi, game-fi, NFT, BTC ecosystem, TT ecosystem, high-performance chain—all these narratives are merely for the purpose of listing on Binance to unload assets and cash out. The value of counterfeit goods is indeed zero. There was nothing new or exciting about it. I've recently been chatting with many people from different segments of the industry, including: exchanges, market makers, whale, private equity firms, venture capitalists, and alpha/alpha studios. I asked them for their thoughts on this year's narrative and alpha opportunities, and everyone sadly agreed: there's nothing exciting or new to offer. In 2023 and 2024, everyone was still running around for each other, organizing events and profiting from each other. 26 years have passed, and people are too lazy to even put together a game anymore. Because there's no longer any direction, narrative, or fluidity to support it. Who has made all the money these past few years? The Pyramid of Wealth: Exchange – Market Maker – Project Team – Agency/KOL – Smart Trader – Ordinary Investor. Compared to the previous bull market in NFFT and GameFi, which attracted a huge influx of new investors, this bull market emphasizes profiting from existing investors. Those who survived and made money are the most astute and shrewd. 🪼The value of blockchain is manifested in regulatory and compliance arbitrage (tax avoidance, gambling, etc.). Blockchain will continue to exist, and these areas will develop very well in the future. 1) Stablecoin payments: The core of PMF lies in compliant arbitrage. 2) Various forms of deneutralized gambling services: Hype, Pump, Polymarket, and the core PMF are still compliant arbitrage and tax avoidance. In the blockchain space, doing things around regulatory and compliance arbitrage is highly likely to result in PMF (Programme for Default). 🪼Be patient, protect your principal, and look for new opportunities. Avoid ICOs and illegal mining; keep large sums of money in safe havens. Keep smaller funds in hot wallets for speculative trading. Don't get wiped out halfway through. Be patient and wait for the next cycle to begin (if it does).
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郡主Christine
After studying NVIDIA Isaac and Lightwheel Intelligence, the logic behind Axis AI becomes clearer. Because I wasn't very familiar with the robotics field and Axis AI (@axisrobotics) before, I specifically sought out some information. During my research, I discovered several key industry benchmarks in this field, such as NVIDIA and Lightwheel Intelligence. Comparing these together, Axis AI's logical positioning becomes very intuitive: 1⃣ The Infrastructure of Physics Simulation In the development of embodied intelligence, a physics simulation platform is an indispensable experimental field. NVIDIA's Isaac platform is currently the most typical representative in the Web2 field. It uses a high-fidelity physics engine to simulate gravity, material properties, and complex object interactions, providing robots with a digital twin environment. The significance of this type of infrastructure is that it allows models to complete preliminary learning of physical rules in virtual space, thereby reducing the cost of training in the real world. 2⃣ The Supply Logic of Synthetic Data Data scarcity is currently the main technical bottleneck restricting the evolution of robot intelligence. Lightwheel Intelligence represents a standardized approach to solving this problem in the Web2 domain: generating large-scale, high-quality synthetic data through generative AI. This approach can cover extreme scenarios that are difficult to collect in reality, providing continuous fuel for model training and improving robot performance in complex environments. 3⃣ Axis AI's Web3 Production Model The essential difference between Axis AI and the previous two lies in the restructuring of production relations. As a Web3 project, it does not follow the centralized development route of Web2, but instead builds a distributed infrastructure. - Distributed Contributions: Through the participation of global contributors, the project directly captures diverse human intelligence data, attempting to solve the problem of a single institution's inability to obtain massive amounts of human operational samples. - Production of the Algorithmic Brain: Its core goal is to overcome the algorithmic challenges of large-scale transfer of human intelligence to robots, transforming human decision-making logic into Robotic General Intelligence (RGI). - Transparency and Scalability: Utilizing the incentive mechanisms of Web3, Axis AI attempts to make the creation process of intelligence verifiable and more scalable. // Finally, in layman's terms, what exactly does Axis AI do? What it does: Simply put, it's running a global training program for robot brains. It doesn't build the robot's physical shell; it focuses on developing the brain that makes robots as intelligent and capable as humans. How it does it: It believes that relying solely on a few people to write code is too slow, so it adopted a Web3 model, mobilizing people worldwide to teach AI their actions and intelligence. This allows AI to learn from the best and solve the problems of insufficient robot data and unresponsive robots. What is its positioning: If we consider NVIDIA Isaac as a simulator for robot training, and Lightwheel Intelligence as a mock exam providing training materials, then Axis AI uses the Web3 reward mechanism to encourage people worldwide to act as coaches, infusing human intelligence into the robot's brain. Do you think this Web3 model has a good chance of succeeding in dealing with the complex data bottlenecks that even Web2 giants struggle with? @0xsexybanana #axisai twitter.com/Jason23818126/stat...
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