要点Capital

中场不休息，长期主义，非对称性人生

[要点Capital @Meshchain]

去我儿子的学校，小学二年级，墙上贴着全班命题作文，“我最喜欢的玩具”。

一个班，22个学生，有8个写的拉布布。

我陷入了沉思。你tmd又骗我上车是吧…

[要点Capital @Meshchain]

@otterpal24 现在是抢市场份额的时候，肯定是补贴市场的

[要点Capital @Meshchain]

你可以将这是焦虑营销，但是有焦虑的人好过不焦虑的人，但是，最终还是需要有执行力的人。

我们需要的是“基地”。我其实已经看到有很多自发的基地组织了，但是要真的成为抵御风暴的基地，这个组织需要有目的，有愿景，有强有力的领导人。

愿你尽快找到自己的foundation。

[Matt Shumer @mattshumer_]

https://t.co/ivXRKXJvQg

[要点Capital @Meshchain]

@V1JeromeLoo 龙虾才是真eth，real money

[要点Capital @Meshchain]

@otterpal24 哈哈

这么多og在玩，就没有人再宣布一个孤岛经济：vibe coding即挖矿

[要点Capital @Meshchain]

现今的职场基本上已经是个吃鸡游戏了，AI会消灭大部分工作，在此之前，每个打工人都尽量活到决赛圈。

[要点Capital @Meshchain]

当物质极大丰富，每个长尾都能毫无压力的养活自己，每个长尾都将成为自己的常委。

现在应该做的：
在价值主义对普通人完全失去意义之前，多把自己的排名靠前一点点，在喝茅台的人死光之前再卖出一个漂亮的稀缺性。
提裤子走人，不要回头。
找到自己的精神家园，那里有等你的长尾。

[要点Capital @Meshchain]

当下两条路，一条价值主义，meritocracy，这词还是当年从我麦肯锡的哥们那听来的。

另一条路，meme，抽象，搞多巴胺肾上腺。

想了想，好像第一条路走下去99%的人终点是回到第二条道路。与此同时，第二条道路上出现极其长尾的细分。

[要点Capital @Meshchain]

当下两条路，一条价值主义，meritocracy，这词还是当年从我麦肯锡的哥们那听来的。

另一条路，meme，抽象，搞多巴胺肾上腺。

想了想，好像第一条路走下去99%的人终点是回到第二条道路。与此同时，第二条道路上出现极其长尾的细分。

[要点Capital @Meshchain]

@LeotheHorseman 这个可以是因也可以是果

[要点Capital @Meshchain]

现在在大公司的IT环境里面会用agent搭个正儿八经的工作流，大约等同于17年会用智能合约发币。

[要点Capital @Meshchain]

@ohyishi 老板太牛了，可甜可咸，可攻可受，既能捕获价值，又能迷迷晓音，佩服佩服

[要点Capital @Meshchain]

For knowledge workers, the war is on. You either take other tens of people’s work load and earn a 10x as well, or you being taken over.

[Ivan Zhao @ivanhzhao]

https://t.co/fxHYR6S29D

[要点Capital @Meshchain]

@leslieloser_ 狠狠抽自己几个大嘴巴：当时为什么不下场割一把？

[要点Capital @Meshchain]

zkForge的做法其实说明隐私应用的困境，都说隐私是好东西，真的愿意买单的其实比较少，或者说PMF还在寻找中。

[ZKForge @ZKForge_io]

Why ZKForge Is Building Many Apps

In the Web3 ecosystem, timing, user behavior, and market cycles are unpredictable. A single product no matter how innovative carries inherent risk. If it fails to find product-market fit, the entire project can stall. This is the reality for most crypto startups, and the reason many promising ideas disappear before they gain adoption.

ZKForge takes a different approach.

Instead of relying on one product to succeed, ZKForge builds multiple apps, multiple utilities, and multiple revenue channels across privacy, messaging, payments, agents, and infrastructure. Each product is designed to be independent, interoperable, and capable of becoming the main growth engine of the ecosystem.

This increases the Project Success Rate Ratio.

1. Multiple Shots at Product-Market Fit

No ecosystem can predict which product will become widely adopted.
A messaging platform may grow faster than a private bridge.
A payment protocol may gain traction before a search engine.
An agent marketplace may outperform both.
By releasing many products, ZKForge multiplies its probability of hitting the one that will scale dramatically. One breakout success is enough to carry the entire ecosystem forward.

2. Ecosystem Synergy Instead of a Single Dependency

Every product ZKForge builds strengthens the others:

• ZKForge Chat increases daily active users
• ZKBrowse increases data flow
• x402 Payments increases transactions
• ZKForge Bridge adds cross-chain users
• AnonAds creates sustainable revenue
• AI training on Filecoin builds long-term value
Each component amplifies the rest. This creates a self-reinforcing ecosystem rather than a single point of failure.

3. Diversified Revenue Streams

Crypto projects collapse when their only revenue source dries up.

ZKForge avoids this by designing multiple profit centers, including:

• Agent economy
• Ads consumption (deflationary ZKFG burn)
• x402 payment fees
• Multichain bridge usage
• Filecoin-based AI storage
• DeFi expansions
More products = more places for value to flow back to the token.
This is essential for long-term sustainability.

4. Rapid Innovation in a Competitive Market

The blockchain landscape moves extremely fast. New standards, zk systems, storage layers, and protocols emerge constantly. Building one app slowly is not enough.

ZKForge operates like a zk-native R&D lab:

• Build fast
• Release early
• Test in the market
• Keep what works
• Discard what fails
• Scale the winners
Speed becomes a competitive advantage.

5. Maximizing User Segments

Different users need different things:

• Traders need payments and bridging
• Developers want SDKs
• Privacy users want encrypted search and messaging
• Early projects want AnonAds
• AI users want encrypted training
• On-chain builders want multi-chain tools
One product can never serve them all.
An ecosystem can.

6. The “Unknown Success” Principle

History shows that breakthrough successes often come from unexpected places:

• Uniswap started as a side experiment
• Telegram became a crypto hub unintentionally
• Filecoin storage created entire new industries
• Solana memecoin culture brought massive users
• ZK apps today still don’t have a clear dominant use case
No one can perfectly predict which product becomes the flagship.
By building many, ZKForge lets the market decide.

[要点Capital @Meshchain]

@leslieloser_ 好吧

[要点Capital @Meshchain]

@fishkiller 明白了！

[要点Capital @Meshchain]

@otterpal24 那我说一句，fil市值从上一轮大跌下来就一直回归到icp的一半，而且这两老是共振