I haven't written a long-form piece in a while. I've been busy with AI startup work recently, and I have some free time tonight, so I thought I'd write a long article to record my real experience during this period and explore what positions we crypto people can actually secure in this wave of AI.

To be honest, the biggest change AI has brought me over the past two months is turning me into a "one-man army."

Just the other day, I needed to create a company framework presentation and business pitch deck. Brothers who've done startups before know how painful PPT work is—you have to haggle with designers over layout, go back and forth with assistants over copy, and after all that back-and-forth, it takes five days to come up with something decent. But this time I used AI, and in two days, spending just two hours each day, I got it all done. And the output quality satisfied everyone on the team. Not the kind of "it's good enough to use" satisfaction, but the kind where everyone felt "this is presentable."

This efficiency boost is a qualitative leap. Before, I needed to direct assistants to make changes here and there. Now I can handle it all myself. AI transformed me from a "manager" into an "executor," and the execution efficiency is even higher than leading a team. Frankly speaking, what I saved wasn't time—it was mental energy. You no longer have to drain yourself in the endless cycles of communication, alignment, and confirmation.

The second point is more concrete: a qualitative leap in research efficiency.

Previously, how would you research overseas projects? You'd have to slog through whitepapers segment by segment with a translator, and let's be honest, our English isn't that great either. But now everything is simple—a project whitepaper comes in, throw it at AI, and ask whether this project can reach 10x valuation and how to do it. It can instantly break down the token model, technical roadmap, team risks, and even judge whether the whitepaper was copied from another project.

In this case, the entire project's future development trajectory and explosive nodes basically become clear instantly, with strong data backing. Deciding whether to invest or not is almost instantaneous.

But the bigger surprise AI gave me is that it amplifies my imagination. There were many things I didn't dare think about before—why? Because I thought I couldn't do them, didn't know how to do them. But now? As long as you dare to think it, AI can give you concrete step-by-step plans. For example, I asked AI how to become a good restaurant owner, and it actually gave me a complete plan from location selection to supply chain to marketing. After that, it's just a matter of your execution capability.

I think this point is actually the biggest change AI brings to all of humanity: it closes the distance between "daring to think" and "being able to do."

Of course, after using AI, you also discover what's irreplaceable. For example, in opening a restaurant, AI can give you a plan, but it involves human interaction, reading people during ground promotion, handling heat and timing in the kitchen—these things remain irreplaceable by humans. So AI isn't replacing people; it's amplifying human desires and imagination, with people still at the core.

Now let me talk about the opportunities we crypto people naturally have in this AI wave. I think there are four points we can naturally secure:

1. The token-selling business. This is the most solid business in crypto, and the technology and channels we've accumulated over time have decent competitive advantage in Web2. Often with technology and relationship support, we can get token prices at very cheap levels. This obviously includes me too—I'm putting in a plug here, welcome to partner with me.

2. Traffic advantage. Crypto OGs naturally get close to AI—why? Because AI is really only playable by people with time and disposable money. People without time can only work for someone else or get crushed by AI in this wave. But us early Bitcoin OGs, and even brothers who made money on-chain, can take time to seriously study AI. Why? Because you don't have to work—you already have some wealth accumulated from crypto, so I think crypto's natural affinity for AI is unavoidable.

3. Computing resources. Many computing resources are actually controlled by major miners. The migration from Ethereum mining rigs to AI compute rental is a natural transition many miners are making right now. Crypto people don't have a small proportion in the traditional AI industry—this is backed by real case studies.

4. Investment vision. I've discovered that many early investors in major AI companies actually have crypto backgrounds. Among Kimi's investors, there are early crypto brothers. This isn't coincidence. Crypto has always been the group with the most foresight in the entire world—we were a full cycle ahead of traditional VCs in concepts like decentralization, cryptography, and global collaboration.

So when we look at the AI industry, don't think this is a Web2 battlefield unrelated to us. Quite the opposite—AI needs computing power, we have miners; AI needs token economics, we have technical accumulation; AI needs imagination, we have the cognitive resilience from living through bull and bear cycles.

This is actually our main battlefield in the second half.

Finally, welcome everyone to come chat with us over tea about AI. Left hand on AI, right hand on crypto—we need to win on both fronts.