Indeed, if we consider the large-scale adoption of web3, there are fewer projects that are truly worth investing in. Of course, projects like AR, AO, and ICP are aimed at large-scale adoption. CRV and AAVE, as leaders in DeFi, are also worth paying attention to.
Odaily星球日报
--
Miles Deutscher: Only a Few Projects Have Long-Term Investment Value
Odaily Planet Daily reported that crypto analyst @MilesDeutscher stated that there are currently 37 million cryptocurrency tokens in the market, of which 99.9% are 'air projects'. He believes that there may be fewer than 100 projects that truly have long-term investment value, which typically possess the following characteristics: 1: Led by an experienced team 2: The project team is optimistic about the token in the long term and is a net buyer 3: Has a clear business model and a roadmap to achieve sustainable profitability 4: Has achieved or has a clear path to achieving product-market fit (PMF) 5: Continuously iterates on the product regardless of market conditions 6: Has a technological or network moat 7: Aligns with macro trends such as AI, RWA, and stablecoins. He pointed out that the key task for investors is to identify these quality protocols among many projects and make long-term bets.
Let's talk about the major upcoming events in web3
The fair launch platform of AO has been launched, and there is already an index token for the Permaweb index, with some core projects already joined, including the NFT trading platform Bazar, the decentralized code management platform Protocol Land "AO version of GitHub", the decentralized exchange Botega, the GPU computing power platform APUS, and the gaming platform Action. In the future, AO's fair launch platform will be open to all projects, and anyone wishing to use this platform for fundraising can participate. This is very friendly to those who genuinely want to get things done.
The ARIO project is about to go live on Gate, and AO has already launched on Matcha; it will soon also be available on Gate and Bybit. The recharge and withdrawal processes for projects on AO should be quite similar. Once the exchange on AO is launched, the other projects on AO can be launched just as easily as launching a token on Ethereum.
It has been mentioned before that the cost of launching a website on AR is extremely low, and the data is eternal without the need for server maintenance.
Next, the development of AO is set to bring a decentralized version of Medium and Twitter, as on AO, the costs are low, the data is eternal, and trading is also possible. Currently, no one is working on these projects, but someone will likely take them on.
Imagine this: you create your own website on an AO app, and through simple configurations, you have your own eternal domain name and your own website where you can publish articles. You can set up subscriptions ("Wander already has a subscription payment feature") and also use it for NFT trading. This is what the future web3 platform looks like: your data belongs to you, not to the current platforms.
On AO, everything being programmable will become a reality, and everything being tradable will also become a reality.
In the past, due to the poor underlying technology of Bitcoin and Ethereum, our imagination was limited for too long. It is time to embrace the large-scale adoption of web3.
The names purchased simultaneously can be traded like NFTs and can also be configured as subdomains. This might be the charm of web3. In the traditional internet, the services you buy are consumable, and your data is all with the service provider, gone as soon as it's said.
Web3Pro
--
Bullish
What scenarios has web3 become cheaper than web2?
In fact, deploying websites has already become cheaper than web2.
Traditional web2 requires purchasing a domain name, servers, and renewing them annually. At the same time, you also need to consider server maintenance. Of course, there are some SaaS service providers that can assist with maintenance, but the costs are still not low, and there are also instances where access is restricted in certain regions.
However, if you use AR to deploy a website, the one-time storage fee can permanently store it and make it globally accessible. If you register a permanent name to bind the deployed website on arns.app, then this website can be permanently accessed through that name.
Currently, storing 1GB of data on Arweave costs about $8, and a domain name with 8 characters or more is under 100u, with longer names being cheaper.
Everything here is a one-time payment, permanently valid. For personal websites, you can have a permanently valid personal website that is globally accessible for less than 100u. This is far cheaper than the prices of web2.
With the advancement of the AO mainnet, I believe there will be more and more scenarios where web3 will be more user-friendly, safer, and users will own their own data, truly making web3 the foundational internet that changes production relationships.
In fact, deploying websites has already become cheaper than web2.
Traditional web2 requires purchasing a domain name, servers, and renewing them annually. At the same time, you also need to consider server maintenance. Of course, there are some SaaS service providers that can assist with maintenance, but the costs are still not low, and there are also instances where access is restricted in certain regions.
However, if you use AR to deploy a website, the one-time storage fee can permanently store it and make it globally accessible. If you register a permanent name to bind the deployed website on arns.app, then this website can be permanently accessed through that name.
Currently, storing 1GB of data on Arweave costs about $8, and a domain name with 8 characters or more is under 100u, with longer names being cheaper.
Everything here is a one-time payment, permanently valid. For personal websites, you can have a permanently valid personal website that is globally accessible for less than 100u. This is far cheaper than the prices of web2.
With the advancement of the AO mainnet, I believe there will be more and more scenarios where web3 will be more user-friendly, safer, and users will own their own data, truly making web3 the foundational internet that changes production relationships.
Not an investment suggestion, please make rational and independent decisions.
Web3Pro
--
Bullish
Confidence is gold. The reason for buying at this moment is not because I have a lot of money to buy the dip, but simply because I believe that the AR I am buying is valuable; it’s just that the current price is low. The current price is 6.8u.
Even if AR is 20 dollars now, I am unlikely to sell. I hold with a Zen attitude; AR AO is probably the biggest hope for popularizing web3.
Confidence is gold. The reason for buying at this moment is not because I have a lot of money to buy the dip, but simply because I believe that the AR I am buying is valuable; it’s just that the current price is low. The current price is 6.8u.
Even if AR is 20 dollars now, I am unlikely to sell. I hold with a Zen attitude; AR AO is probably the biggest hope for popularizing web3.
Recently, many people have been saying that the story of SOL has been told, which makes me sigh that in the past, EOS, in addition to the major problem that the project party did not invest the crowdfunded ETH into ecological construction, the ecology has not stayed on ordinary financial applications, mainly gambling products. When the above project party was arrested, it basically died and never got up again.
What kind of story can't be told? The story of web3 is really endless. Everyone knows that web3 is the future, but no one has found the technology that can land the web3 story. This is also the reason why memes and pvp have been hyped in the past two years.
Now grok v3 is very powerful. In fact, if you ask grok about the relevant information of AO computer on Arweave, and ask whether AO can become an important infrastructure of web3, you will get the answer.
The real story depends on the most awesome technical project of the entire blockchain, AR + AO, landing on web3, large-scale adoption, so that AI and all future applications can run on AR AO.
The next story is AR + AO, and the next dozen stories will also be based on various application narratives of the AR + AO platform. Let's look forward to the upcoming web3 world together.
This is not an investment advice, please do your own research! I recommend grok.
#参与投票-PI该上线币安吗? There is a really awesome PI coin, its full name is Permaweb Index. It will be officially capped in AO mining on March 14th. It consists of 1/3 AR, 1/3 AO, and 1/3 ecological project tokens.
Mining AO started in June last year, fair launch, without VC participation, the token acquisition method and token situation are the same as Bitcoin that year, but there are two differences, first, no GPU mining machine is required, only ETH, DAI need to be invested, and there is no lock-up, no loss of principal, and SOL may be supported in the future, second, AO production is also halved every 4 years, but not instantly halved, but linearly halved, that is, the daily production is slightly reduced, and it is just halved in 4 years.
PI has been added to the income options for mining AO, giving mining users an opportunity to participate in many projects in the ecosystem, so that projects can continue to obtain AO as the cost of project development, rather than a one-time payment, while also avoiding taking money from VCs, making everyone the same, fair launch.
The increase in AO's influence promotes the increase in PI's influence and the prosperity of the entire ecosystem. AO is not just an ordinary blockchain public chain in everyone's eyes, but may become the core infrastructure of the next generation of the Internet.
I think PI (Permaweb Index) is very good, and I look forward to Binance listing PI. $AR
The recent mining of DAI and ETH has rapidly increased to 540 million USD. AO has risen from just over 10 USD to 50 USD in just one week. Early miners of AO have seen substantial returns on their investments.
The airdrop of AO to AR token holders according to the rules set by the exchange is still in progress, with Bybit, MEXC, and LBank already having AO-related tweets and announcements.
The AO token has been issued, but the official mainnet has not been deployed yet. The documentation for setting up nodes will be released on February 25, followed by documentation for migrating ecosystem project testnets to the mainnet.
Looking forward to AO bringing the true next-generation internet to everyone.
The price of AR continues to fall, returning to the levels before the AO release in 2024. Currently, it's at 10.2 USD, with a total market cap of only 6,600 bitcoins, which is just over 600 million USD.
The projects launched in 2025 are mostly dispensable to the blockchain world; they just issued a token and harvested more retail investors.
AR is the only eternal storage in this world, a truly rare original project with immense value.
Possible key factors for AR's takeoff in 2025:
1. The release of Arweave 2.9 significantly reduces the cost of storing data on Arweave, leading to continued growth in on-chain data volume.
2. Previously, AR only supported the RSA encryption algorithm, which made hardware wallet support difficult; most wallets did not support AR, and mainstream compliant exchanges like Coinbase and Kraken did not support AR spot trading.
With Arweave 2.9 starting to support the ECDSA encryption algorithm, it means AR will easily be accepted by mainstream wallets (including major hardware wallets) and exchanges, while also supporting MPC, multi-signature, etc. This will bring a massive influx of users and traffic.
AO is set to launch on the mainnet on the 8th, which will greatly enrich AR's ecosystem.
Not investment advice, NFA, content is for discussion purposes only.
Every time there is a sharp drop, it represents a release of risk. After the crash, those with increased holdings are the winners, while those with decreased holdings are the losers.
In this major crash, have your holdings increased?
The laws of monopoly, the theory of the moat, refer to consensus and network effects. In the world of blockchain, there are not many projects that possess this. However, this is an important basis for our choice of blockchain markers.
Bitcoin, undoubtedly the digital gold, recognized worldwide, currently has a market value of 2 trillion USD.
AR, the only eternal storage protocol, has an increasingly strong consensus, but the market voice is not loud, with the main users still being project parties, and few individual users. Currently, approximately 3TB of new data is added weekly, which is about 3000GB of data, with roughly 100GB of new data added daily. From the current perspective, all blockchain data certainly cannot reach this number, suggesting that there should be an increasing amount of non-blockchain data stored in AR.
The AO public chain, based on AR, will launch the first phase of its mainnet in 28 days. Those who are not familiar with AO can learn about it; it is the next king-level project. We anticipate that it will bring massive storage demand to AR.
AR currently has 16U and a total market value of 1 billion USD.
In this volatile market, those who believe in AR's eternal storage as the core infrastructure of human civilization.
This is not investment advice, NFA. Do your own research. $AR $BTC
Chasing the waves is a high-risk, high-reward endeavor. Since 2023, from inscriptions to memes, and now to AI Agents, the approach has always been about storytelling. Whether it works or not is secondary; the key is to be among the first to dare to try. Those who do become the ones who enjoy the most rewards, while those who realize it late, who jump on the bandwagon out of FOMO, usually find it hard to profit.
I have bought some inscriptions, but since I got in late and realized it too late, I ended up losing a lot. Investing in originality, being part of the first wave, and daring to be among the first to take risks are commendable.
But what if you can’t do that? Then I think it’s important to stick to your original investment logic that was profitable. Achieving a balance between what to pursue and what not to pursue is quite rare.
As for how AI will develop, blockchain technology will not be overturned by AI; rather, it will move towards large-scale application faster because of AI. The underlying infrastructure is key. Therefore, I still firmly believe in AR and trust that eternal storage is the real foundation of web3.
From the second half of 2023 to now, AR's price has fluctuated significantly, but its fundamentals have been improving all the way.
If AI Agents are going to be the future, then I believe there will be hundreds of billions of AI AGENTS using AR to store data in the future. 😂
No matter how fancy or cutting-edge the technology is, it cannot do without such fundamental infrastructure as storage.
The U.S. has approved Bitcoin ETFs, MicroStrategy only buys and never sells Bitcoin, institutions like BlackRock are deeply involved in blockchain, and Trump and Musk fully support blockchain.
The U.S. has already gone all in on blockchain. Moreover, most data is updated the next day, and major players are making significant moves into blockchain!
However, some people are worried about being taken advantage of? Think about it, some say the U.S. stock market has been overvalued for decades, yet the stock market has risen for decades. Some people think blockchain has a four-year cycle, study waves, resistance points, and say it's at the top, so they want to run when it hits a new high; this mindset is really too narrow.
Have you considered that the U.S. might become the center of the blockchain world, yet you think a few billion dollars in core infrastructure is too expensive? Isn't that funny? While you think about waves and making money, institutions are focusing on how to acquire more chips. Large institutions hold tens of trillions of dollars in assets, thinking about buying some core blockchain infrastructure, but infrastructure is so cheap now, and you're still worried that institutions will take advantage of you; the framework determines everything.
The framework must be elevated; it’s about truly scarce core consensus chips. Take a closer look at MicroStrategy, which only buys and never sells; the U.S. is like a giant MicroStrategy hundreds of times larger. The U.S. has already gone all in, yet you are still trading waves, chasing small coins, and engaging in conspiracy theories.
The above content is purely a fantasy and is by no means investment advice; please conduct your own research and judgment.
Elon Musk criticizes US government computer systems, suggests using blockchain technology
According to Cointelegraph, Elon Musk recently criticized the U.S. government’s computer system on X.com, saying that its software and equipment are outdated, making it impossible to verify whether payments are fraudulent or wasted.
Musk noted that the U.S. government spends too much on software for ineffective results, which he attributes to a lack of accountability in a sprawling bureaucracy rather than deliberate mismanagement.
Musk also mentioned that the equipment used by the IRS is allegedly decades old, showing the United States' failure to maintain and update critical infrastructure.
Musk has suggested using blockchain technology to increase government transparency and accountability by ensuring a permanent record of every transaction. The Trump administration has said it wants to become a global leader in cryptocurrencies and blockchain technology.
AAVE can essentially be classified as a non-sellable asset
In simple terms, AAVE is the bank of the blockchain world, providing services such as lending, credit authorization, currency issuance, and currency exchange.
With the new token economic model, holding AAVE and staking it will allow you to earn AAVE rewards from project revenue buybacks. This means that by holding and staking AAVE, you will own an increasing percentage of AAVE shares.
The world financial liberty project issued by the Trump family is a fork of AAVE and was proposed on the AAVE DAO before its launch. Besides this, the Spark Protocol of the Maker Protocol is also an officially recognized AAVE fork. There are also other projects using AAVE code. These projects will contribute some profits or project tokens to the AAVE DAO, continuously enhancing AAVE's consensus and revenue.
AAVE possesses the strongest capabilities and consensus in terms of security and risk control. The reason why Wall Street can understand AAVE so well is that financial institutions can quickly grasp AAVE's moat and logic.
After BTC and ETH have been recognized by Wall Street and other institutions, the next inevitable focus will be on DeFi, with AAVE at the forefront.
One can imagine a scenario where, in the future, traditional financial assets such as stocks and real estate will require proposals for on-chain collateralized lending on AAVE. Therefore, the holdings of AAVE by banks and financial institutions will become very important.
Based on the above, AAVE can basically be classified as a non-sellable asset.
This is not investment advice. Please carefully assess the risks.
Let's talk about another project of value investing $AAVE
Although the current market trend is all in on meme coins and value investing seems futile, to be honest, making money from memes is actually very difficult, and the probability of making big money is even lower, with a very short time window. There are definitely people who become rich quickly, but very few can exit at a high point. I guess, among hundreds of thousands, there are only a few who make big money, a few thousand who make money, while the majority lose money. So I choose not to participate.
Recently, many meme coins on the blockchain have skyrocketed to over a hundred million dollars, with countless reaching hundreds of millions. What makes you think that memes are worth hundreds of millions, or even more? If it's the market, then when it goes to zero, it's still the market.
Take a look at AAVE, with a total supply of 16 million tokens, currently priced at 160 dollars, giving it a total market value of 2.56 billion dollars, ranking 47th in market cap. Its market cap is one-twentieth of Dogecoin's, one-third of Pepe's, and slightly more than half of Bonk's, and it's even 1 billion dollars lower than Wif's market cap.
AAVE is currently the largest decentralized bank in the world, with the highest Total Value Locked (TVL) of 18 billion dollars, which is continuously growing and will soon reach a new high, boasting the strongest risk control, with protocol earnings continually increasing, currently generating over 200,000 dollars per day. This is still with the prices of Ethereum and ecological projects not having risen, and without the introduction of real assets other than stablecoins.
To be honest, among the many applications of blockchain, lending and borrowing should be the easiest business model to understand, with no complicated tricks, making it easy for financial novices to grasp, and it’s the preferred project for Wall Street funds entering DeFi.
AAVE has been around for 7 years, from its origins as Ethlend, and during the first wave of the DeFi bull market, it reached over 600 dollars. The product has evolved to v3, and v4 is expected to launch fully in the next couple of years. They also launched their own stablecoin GHO last year, and development is progressing rapidly.
For value investing, I think AAVE is a good long-term holding target, not investment advice. What does everyone think? #价值投资 #DEFİ
At present, big cakes and memes are in vogue. Is value investment really useless?
Let's talk about ICP, which has risen well recently.
ICP has unlimited expansion, full-stack chain, extremely fast confirmation, and user experience can be infinitely close to web2. But I don't think this is the most attractive part of investing in ICP.
Bitcoin, Ethereum, Sol, and other projects, some people speculate on coins, some people hoard coins, and some people make money. For those who want to hoard coins and make money, or even want to use the earned coins as long-term living expenses and move towards a free life. To be honest, the best technology at present is ICP, which natively solves the needs of hoarding and making coins. Safe, simple and reliable.
ICP's internet identity application is free, and there is no need to set a password throughout the process. Use mature passkey to log in. iPhone has it, and it will be synchronized through iCloud. To put it bluntly, there is no threshold and it is safe to use.
But maybe you are worried about the safety of your phone, accidents, etc. In fact, you can log in to up to 8 machines with your ICP account, and even let your family log in, and you can bind a device specifically for account recovery.
At this time, you are worried that your family will use your account funds. You can lock the funds in your account into neurons for long-term staking and voting to receive income. Staking neurons cannot be transferred.
Key point: What should I do if I am worried about the loss of my family's device and information leakage? In fact, there is a recovery key locking function in ICP's internet identity. As long as you set the recovery seed and choose to lock it, then only the person who has the recovery seed has the final ownership. The bound device only has the right to use, not the final ownership. By verifying the recovery key to obtain the final ownership, you can add and delete passkey access, or reset the recovery key.
Have you used internet identity? Welcome to discuss and exchange.
Since the beginning of September, there have been large transfers to OK and Binance on the chain, and it has not ended yet. The price fell from more than 20 to 17, and then rose to 24, and the current price is 22.
It caused a lot of discussion in the Chinese community, and someone even created a group called "AR project is shipping?" and said yesterday that the group owner had cleared the warehouse and disbanded the group.
Judging from the information on the chain, it is likely to belong to the team, and a small probability belongs to early investors.
From the market perspective, the price fluctuations during this period are relatively large, but the market depth and trading volume have greatly increased.
The current project party has not made any response.
But there are various speculations in the community.
1. The project party sells coins and turns them into DAI to mine AO on the chain.
2. The project party sells coins to pay for various project party operating and development expenses.
3. The project party may sell coins on Coinbase.
4. It is possible that this part of the tokens belongs to members of the early team, and they have left now, and then they sell the coins as soon as they get them. 5. The project owner sold the coins and ran away. 6. The project owner sold the coins in advance to reserve funds for the later launch of AO.
Many people still believe in the project owner. After all, the project has performed well in technology research and development, market development, community operation and ecological development. The price of AR has also risen from less than 4 US dollars last year to the highest point of 49 US dollars this year.
Judging from the current number and frequency of transfers to exchanges, it will probably be fully completed by the end of October. After the end, the AR project owner should still hold more than 10% of the total AR.
From my personal point of view, the continuous investment of the project owner and the continuous development of the ecology are the most important. The change of chips will not stop. Now there are a lot of funds from different cryptocurrencies that want to come in off-site. If the chips of a coin are too concentrated, it is actually not a good thing.
The characteristic of AR is eternal storage. This is the only project in human history that has realized the concept of eternity. Just remember this. Non-investment advice. $ETH $AR
In the AI era, the Internet is full of all kinds of information generated by AI, most of which is for attracting traffic and has no practical significance. If this continues, the entire Internet will become AI-generated content. The importance of web3 is self-evident.
Encryption technology verifies the publisher, release time, and modification time of information, while increasing economic thresholds and credit thresholds, so that the massive data of AI will not affect the web3 world.
With the development of AI technology, AI will be fully integrated into all aspects of human production and life. How to make AI serve humans reliably? At present, web3 technology is expected to solve the problems of supervision and trust.
Massive data will be the biggest challenge for web3 in the future. AR provides permanent storage capabilities, Arfleet provides temporary storage capabilities, and AO provides computing power. Low cost, good security, and high efficiency are all very important. No other projects have seen similar potential.
For AR, as an investor, in fact, you only need to look at one point, that is, AR is the only permanent storage protocol in the world, there is no other. This is a real value investment. The risk of blockchain is very high, but there are actually very few projects that are so simple and can see clear value and in the long run, the demand will increase exponentially. Investment is risky, and everyone needs to be cautious. $AR