$NEAR has pumped another 20% and hit trending hot searches. From this, you can also see: my original judgment about $TAO reaching 100k U per coin was not wrong ❗️
There are too many crypto gamblers in the industry, causing everyone to ignore the essence of crypto: it is money!
Here’s the question: As money, without government backing, yet there seems to be a subtle trend toward de-dollarization—what “kind of currency” is crypto exactly ❓
Most people’s first reaction is: a decentralized currency.
But the problem is: why decentralized? Who uses a decentralized currency? Why decentralize ❓
In the past, my conclusion was: only what’s decentralized is truly ours.
Looking back now: it’s too obvious and shallow ❗️
Crypto coins, decentralized currencies—they’re just a normal form of communication, transactions, and usage of money, with no difference from CNY, USD, or even USDT. The only difference is that the users aren’t human beings ❗️
Yes, that’s my definition of crypto: it’s beyond its time—it’s not for human use, it’s a higher-dimensional kind of money.
My view is that it is “currency” for intelligent interaction between AI agents.
That’s also one of the reasons I believe $FIL can return to 200 U.
The three-piece AI portfolio: TAO ➕ NEAR ➕ FIL ❗️
TAO: the strongest AI agent ➕ a decentralized AI underlying framework ➕ an on-chain large model. This is a decentralized OpenAI and DeepSeek ❗️
How much OpenAI and DeepSeek are worth now determines how high TAO can go.
NEAR: on the surface it’s L1; in reality, it’s the underlying infrastructure for the AI track. It’s currently the only AI-dedicated chain in crypto that is mature and can be used efficiently ❗️
Once AI truly meets expectations—one instruction that can proactively make “money,” like a digital doppelgänger of ours—then NEAR is bound to take off.
This step already shows early signs. AI experts can already customize their own AI doppelgängers. By extrapolating the rollout speed of “low-intelligence AI that can be used” like DeepSeek and Qcalw: at most in one or two years, AI doppelgängers will achieve “idiot-proof operation,” the way quant trading used to be a synonym for capital and high-tech—now it’s just a routine skill ❗️
With those two rhythms playing out, FIL will naturally take off.
AI needs storage, no doubt. Decentralized AI naturally needs decentralized storage. Decentralized storage—FIL is the first choice…
There are too many crypto gamblers in the industry, causing everyone to ignore the essence of crypto: it is money!
Here’s the question: As money, without government backing, yet there seems to be a subtle trend toward de-dollarization—what “kind of currency” is crypto exactly ❓
Most people’s first reaction is: a decentralized currency.
But the problem is: why decentralized? Who uses a decentralized currency? Why decentralize ❓
In the past, my conclusion was: only what’s decentralized is truly ours.
Looking back now: it’s too obvious and shallow ❗️
Crypto coins, decentralized currencies—they’re just a normal form of communication, transactions, and usage of money, with no difference from CNY, USD, or even USDT. The only difference is that the users aren’t human beings ❗️
Yes, that’s my definition of crypto: it’s beyond its time—it’s not for human use, it’s a higher-dimensional kind of money.
My view is that it is “currency” for intelligent interaction between AI agents.
That’s also one of the reasons I believe $FIL can return to 200 U.
The three-piece AI portfolio: TAO ➕ NEAR ➕ FIL ❗️
TAO: the strongest AI agent ➕ a decentralized AI underlying framework ➕ an on-chain large model. This is a decentralized OpenAI and DeepSeek ❗️
How much OpenAI and DeepSeek are worth now determines how high TAO can go.
NEAR: on the surface it’s L1; in reality, it’s the underlying infrastructure for the AI track. It’s currently the only AI-dedicated chain in crypto that is mature and can be used efficiently ❗️
Once AI truly meets expectations—one instruction that can proactively make “money,” like a digital doppelgänger of ours—then NEAR is bound to take off.
This step already shows early signs. AI experts can already customize their own AI doppelgängers. By extrapolating the rollout speed of “low-intelligence AI that can be used” like DeepSeek and Qcalw: at most in one or two years, AI doppelgängers will achieve “idiot-proof operation,” the way quant trading used to be a synonym for capital and high-tech—now it’s just a routine skill ❗️
With those two rhythms playing out, FIL will naturally take off.
AI needs storage, no doubt. Decentralized AI naturally needs decentralized storage. Decentralized storage—FIL is the first choice…
