Recently, I've seen a bunch of profile picture changes, membership threshold setups, and the atmosphere in groups feels like New Year’s... I tend to think: Are they building a long-term brand, or are they just trying to attract people while attention is hot? Honestly, if membership ultimately only results in "emotional value + secondary floor price," it will be hard to survive the next wave of narratives.

The AI agent wave also feels similar: on one hand, shouting about automatic trading and seamless on-chain interactions, on the other hand, being extremely vague about security details. I love seeing hidden liquidity and on-chain to off-chain migrations, but what I fear more is: when everyone gets excited, they mistake "usable" for "trustworthy." Anyway, when I look at projects now, I first check permissions, signatures, whether they are revocable, and then discuss the story later. That’s all for now.