
冰蛙|Sep 29, 2025 08:14
The essence of Da Mao: the tacit collusion between users and capital
The market has been flooded by PERP DEX, which is reasonable and normal.
But when one or two wealth effects emerge from a track, it is not individual investors who rush in first, but capital.
Once capital enters the market, narrative and funding can be intertwined for several years, which is the fundamental logic of Da Mao.
According to this approach, the potential for great success on the Ai track is still considerable. The Ai track not only burns money, but also has limited opportunities for cold start, with airdrops still being the main method.
For example, Sentient, which has been very popular recently, also held an event in Shenzhen last night. The founder has organized several offline events in a row.
In theory, the seed round financing heat of 85M is sufficient, and the capital imagination of open source AI protocols is also sufficient. However, it is still necessary to engage in offline interaction to attract more users and buyers.
Ultimately, it is up to users and data to speak.
The core of the hair raising mindset is that you need to understand the goals of capital and complete what it wants you to do in advance. In this process, only when you cooperate closely with capital can you have the opportunity to truly reap the benefits.
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