I was planning to write a @ arbusai milk article on Wednesday, but I have already decided on the angle - the "Attention" launch pad. I forgot to write it, but today I saw that ARBUS has doubled in the past two days, and the milk is too late. Let's finish writing my previous perspective. I classify platforms such as Kaito, Cookie, Arbus, and others as' attention transmitters', which can be compared to Daomaker and Coinlist from the previous cycle. What they are really competing against is not the underlying algorithms (everyone is similar), but the TO B capability - whether they can continuously bring in high-quality projects for launch. This reflects the project's understanding of the platform's user quality, engagement depth, and conversion effectiveness. According to their abilities, attention transmitters can be divided into three levels: T0: Kaito (first tier, with a circulating market value of 270 million US dollars) T1: Cookie (with a circulating market value of $89 million) T2: Arbus (with a circulating market value of 1.9 million US dollars) Arbus has risen in recent days because ARBUS token stakers can receive RING airdrops. If it has already doubled, I estimate that there will be some pullback. The focus here is on the Ringforce collaboration case, as it reveals the true level of Arbus' TO B capabilities. Ringforce has a circulating market value of $6.6 million and has received investments from institutions such as the Near Foundation and Morningstar Ventures. From the perspective of project quality, it is indeed good. But the problem lies in the size limitation - the incentive pool that this medium-sized project can provide is limited, making it difficult to support large-scale user participation. The deeper issue is the ecological ceiling. Although the Virtuals ecosystem is the foundation of Arbus, the projects within the ecosystem are generally small in size, which fundamentally limits Arbus' launch capabilities. In contrast, Kaito serves the top projects in the entire cryptocurrency market. So, under what circumstances will Arbus rise again 1/Break out of the comfort zone of the Virtuals ecosystem This is the most crucial thing. Arbus must prove that it can attract high-quality projects outside of the Virtuals ecosystem. 2/Find unique business model innovations For example, like Surf, it starts from the alpha mining end and gradually evolves into a trading platform. Or learn Kaito's data service model to provide more diverse value for project parties. At present, the first possibility is more likely.