Beyond Dopamine Economics: Thinking with AI

The blockchain world is undergoing unprecedented version iterations, with tens of thousands of tokens being created every day. The rampant zero-value memes and the condemned VC clones are equally frightening. Times are progressing, and versions are being updated and accelerated.

When we review the 2024 crypto yearbook, the community CTO-style meme has experienced a variety of cat and dog animal narratives, political narratives, celebrity coins, memes, hot news, artists, Musk and Trump derivatives, and tens of thousands of tokens are created every day on the Pump platform. The narrative space left for developers is crumbling at a perceptible rate.

In the bear market cycle in which macro liquidity continues to bleed, the meme value dome built solely on the basis of community consensus has become fragile. From this perspective, the emergence of AI tokens seems to be a historical necessity. What is even more alarming is that the dopamine threshold in the crypto market is climbing exponentially - the value ceiling of homogeneous narratives is increasingly solidified, and the marginal benefit of the FOMO effect continues to decay. But this is not a twilight for pure memes, but a dawn for AI tokens: it is destined to cross the Eden of the original meme and become a bridge between primary market native assets and secondary VC institutions.

After the bubble of CryptoAI was punctured at the end of last year, DeepSeek announced the open-source R1 model, which also deflated the AI concept stocks in the US market. After months of emotional recovery, AI has now exited the original framework of swarms and LaunchPad, further embracing protocols led by MCP, transforming from the original framework to lay a solid foundation for the return of the next AI boom.

What the market truly resists is not the technological innovation itself, but rather the three-minute rug pull disguised as AI. From the distributed intelligent framework established last year to the new wave sparked by the Mcp protocol this year, innovations that can truly withstand the test of time will eventually settle as digital gold – those AI projects that shine brightly even through bull and bear cycles are sketching new value coordinate systems in the blockchain starry sky.