XinGPT Daily Report 2025-05-15

Secondary Review: The market and US stocks have both seen a pullback before the open, with expectations of a trade easing transition priced in, maintaining the judgment of an upward trend in the market's fluctuations.

- The issuance of Believercoin Tapper has sparked controversy, with the founder announcing the suspension of new projects, and the ICM meta sector has retreated over 50%; competition in the launch platform continues to intensify.

- The highly anticipated new game currency Adventure Island opened high, with Brother Hao seizing low-priced chips, earning a quick profit. New coins may have opportunities for mispricing and should be monitored.

Industry Observation: Recently, many teams have been using AI to reprocess on-chain Alpha information. If it involves GMGN/Debot, it is a rough processing of on-chain meme smart money. The recently developed tools are for the secondary fine processing of X information or on-chain information. On-chain tools still have the most practical scenarios and are the most competitive track. Good tool development teams are welcome to reach out.

Genz Founder: Recently had intensive discussions with some Gen Z founders born in the 2000s; the common feeling is that they understand “upward management” better than those born in the 1990s and possess more confidence and ambition.

The reasons behind this can be analyzed in two points:

First, the family conditions of Gen Z are much stronger than those of the 90s, both externally and internally, with confidence stemming from their environment and education. The rise of a great nation is also reflected in the elevation of the people's spirit; parents of the 2000s are more open-minded and less prone to oppressive PUA education compared to those of the 90s.

Second, when the 2000s generation started working, China had basically passed the high-growth period. The internet, real estate, and even the crypto sector, which the 90s generation could still benefit from growth dividends, have already solidified into a class structure. Therefore, the 2000s generation has instead developed the ability to ascend in a solidified class environment, known as “upward management.”

Founders from Genz are emerging one after another, while the 90s generation feels immense pressure, hoping the 2000s giants can guide them.