.@vultisig 跟 @Kindred_AI 有個共同目標,把 Web3 的「用戶黏著」做成一個可長可久的循環,而不是只靠短期行銷或補貼硬撐。 @vultisig 之後質押 $VULT ,拿到的是來自交易手續費分潤的 USDC,再來是 Q4 要上的外掛(plugin)策略,DCA、薪資發放、跟單交易等自動化,把錢包變成一個可組裝的金融工具箱,等 AI 代理真正普及,這種「自動化能力」會是基本配備,而不是加分題。 @Kindred_AI,推出開發者 SDK,讓第三方把「AI 夥伴」能力嵌進自己的產品裡,開放式生態有機會帶出網路效應,這對增長的意義,遠大過單一產品的 KPI 漲跌。 看好他們把故事走長、走深。 #KaitoYap @KaitoAI #Yap @metamaxxmoon @jpthor
從投資角度看,@vultisig 和 @Kindred_AI 其實是兩條不一樣、但能互補的賽道。 @vultisig 最打中我的,沒有鎖倉的做法,3M FDV 起步、相較私募有將近 23 倍的折扣空間,社群真的能參與到早期紅利,某種程度也等於團隊把信心攤在陽光下,就產品面來看,多鏈錢包基建需求確實一路在長,現在支援 30+ 鏈、還要做應用商店的生態,搭上未來 AI 代理會大量跑任務的趨勢,「安全、好用的錢包基建」大機率會變成剛需 @Kindred_AI 等候名單衝到 300 萬,@CoinStats 上的數據熱度也能側面印證討論度不低 欣賞這兩個專案的共同點 沒有把估值炒到太離譜 沒有把代幣經濟設計得花俏又難懂 沒有把命脈綁死在單一生態上 這種「腳踏實地」的路線,在現在的環境反而是優勢。 #KaitoYap @KaitoAI #Yap @metamaxxmoon @jpthor
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