Today @doodles released the DreamNet ecosystem and $dood whitepaper. I took a quick look, and the core logic is very clear.
👀DreamNet = Modified version of Virtuals + Story
🐎🐎🐎Three-horse carriage driven AI on-chain IP economy:
🐎Agent mechanism = Split disk: Each Agent Token must be purchased with $DOOD, forming a liquidity pool and locking the circulation. New Agent issuance = Continuous lock-up of $DOOD.
🐎Content usage = Token buyback: When AI accesses data created by the community, such as characters and scenes, Reference Fees must be paid. This portion of funds is used to buy back $DOOD & Agent Tokens, driving price up.
🐎AI monetization path = Automated IP economy: Unlike Story, which relies on on-chain content authorization, DreamNet allows AI to directly pay for community IP, with income automatically flowing back into the token system.
Let $DOOD be both a medium of exchange and a growth engine. As AI demand increases, both lock-up and trading volume will expand. It has more than Virtuals with a token economic closed loop and more than Story with direct AI payment logic.
The problem is also significant
Of course, the above assumptions are based on the premise that the following problems can be solved:
⚠️Split disk gameplay can easily overspend growth: Binding Agent Token to $DOOD will bring buying pressure and lock-up in the early stages, but if new users do not keep up, it can easily lead to high FDV and low circulation, putting pressure on retail investors.
⚠️AI payment model may not work: Having AI models pay for community content is a good concept, but in reality, the sources of LLM training data are very chaotic. Forcing fees may cause large models to bypass DreamNet, affecting growth on the demand side.
⚠️Market cycle issues: Currently, the Meme and NFTFi tracks can still hold, but the funds for AI + Web3 are not as active as they were at the beginning of the year. If the overall market turns bearish, DreamNet's growth logic may be difficult to realize.
Written at the end
Having held the project for more than three years, I have seen it through. Every major timing decision has been poorly timed due to bad luck, maybe I should look into the office feng shui.
In the final moments, returning to the main storyline that users genuinely want to see can be seen as finding the right path again. This is a window for issuing tokens that can no longer be missed.
Welcome and pleasing token market capitalization comparison
