Which tokens in the AI field are worth investing in? | Q&A

1. Is the Magic project still worth looking at? It feels like innovation is lagging behind.

The development of this project has indeed not been as satisfactory compared to other emerging projects or even some existing ones (like Ronin), especially in terms of innovation and planning, which are quite lacking.

However, looking at the Arb ecosystem, it seems that there are no other similar projects that are better in the gaming sector; moreover, it hasn't encountered any serious issues. So I still hold onto it for now.

2. Can CRV still be bought?

Among all the DEXs, the two core projects currently are Uniswap and Curve. From what I understand, Curve hasn't encountered any serious problems. However, its situation is similar to Magic, lacking in innovation and planning. I still hold it, but I haven't been making additional investments.

3. About NAT

I learned about NAT from an article introducing the theory of digital matter. I find this theory and its concepts quite interesting, so I bought some.

Additionally, there are some articles that combine NAT with Bitmap to imagine broader scenarios, which would be quite imaginative if they could be realized.

However, how NAT will be applied in the future and how to build an ecosystem around it still seems to have a long way to go.

4. About AltLayer, what is the difference between it and Tia?

AltLayer can be understood as a system for building second-layer expansions, allowing users to create their own second-layer expansion systems. It is currently a popular Rollup as a Service project. Additionally, it emphasizes the feature of restaking.

The difference from Tia is that Tia is currently focused on solving data availability issues, helping Ethereum alleviate the burden of data availability; whereas AltLayer, as I understand it, is more focused on solving computational issues like other Rollups (such as Optimism), helping Ethereum alleviate the burden of contract execution.

5. Is XXX likely to become the leader of Bitcoin's second layer?

I think all current Bitcoin second-layer projects have their own issues: the popular ones have outdated technology, those with decent technology have lagging ecosystem development, and some have gained first-mover advantages but are struggling with subsequent development.

So I believe the best approach is to let the market test and filter them, allowing time to verify.

I will choose a few projects that I slightly like to participate in.

6. No year-end summary this year

Actually, I had originally planned to write one, but various things or the occasional emergence of new interests distracted me, resulting in the summary being overlooked.

In the future, I will intersperse some reflections on last year and lessons from the previous bull market in my articles.

7. Which AI tokens are worth buying?

Recently, I looked at several popular and sought-after so-called AI tokens, but after reviewing them, I found that they are not my preferred type, so I haven't bought any of the popular AI tokens currently on the market.

8. About World Coin tokens

Readers often ask in the comments whether World Coin tokens are worth buying.

Actually, I shared my views on this project a long time ago: I don't really like this project. Just the practice of collecting iris data is hard for me to accept. I have never bought it, and I probably won't in the future.

9. About ZETA

My understanding of ZETA is that it is a Layer 1 blockchain main chain similar to Ethereum, supporting smart contracts.

I am generally not optimistic about all such blockchain main chains because they essentially follow the Ethereum route. No matter how they emphasize their uniqueness and advantages in their white papers, from a technical framework and application perspective, they will inevitably develop into competitors of Ethereum, whether they intend to or not.

And if they really want to compete with Ethereum in the main chain space, at least from the current situation, the difficulty is quite high. I have written quite a bit about the reasons for this in articles around 2019 and 2020.

However, putting that aside, in the short term, this project is currently building its own ecosystem, and there are plenty of opportunities to take advantage of. If anyone has the time and energy to participate in this aspect, it wouldn't hurt.