Jiawei
Jiawei|Mar 27, 2025 08:19
The problem faced by the Infra project in the later stages is that the technology is difficult for users to understand. L1/L2 can still achieve user growth through airdrops, but for many other Infra projects (including some co processors, prover networks, and other middleware), it is TOB. Although there is a certain PMF, it is difficult to promote Mindshare on the C-end. In the current market where attention is king, it is difficult to promote coins. Although the Consumer project has a natural advantage in mindshare capture, new concepts are easily falsified by the market, and hot topics may pass in just ten days and a half months. Seize the opportunity to go public during this period if done well. Going forward, we need to face sustainability issues, including product iteration and whether it can sustainably retain users. @KaitoAI has done a great job in combining these two aspects. The subscription based analysis platform was originally not easy to tell stories, and it was more like selling subscriptions for revenue growth projects. However, Yaps cleverly mobilized the power of the masses and quickly occupied Mindshare and attention in CT. I have been watching DePIN recently and believe that it may also be a relatively good track to integrate these two directions, complement each other's strengths and weaknesses, and solve some of the problems. Firstly, DePIN is performed on traditional real-world Infra, hence it has a certain degree of PMF; The concept is not easily falsified, and it is simple and easy to understand, making it easy to tell stories to the market. For example, the $30 unlimited data plan of @ helix Mobile is cheaper than traditional carriers. DePIN can also serve as a user's mindshare—— @Getgrass_io is a good example, with approximately 2.5 million users downloading the Extension, contributing bandwidth, and the data obtained from web scraping being genuine, with usage needs and PMF. Combined with airdrops, it can increase user growth and community popularity. Of course, what DePIN is not good at is the design of token economy models. If any joint has a problem, it can have a ripple effect and the flywheel may not turn, and the entire project effort may be in vain.
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