Investment Opportunities for Ordinary People: AI + Crypto

Source: Dao Talks Blockchain

Since the launch of the Virtual Genesis Launchpad, it has been well-received, and most of the projects that have successfully launched so far have been quite reliable, bringing good returns to the participants.

Recently, this launch platform has seen a quite popular project: BurnieAI.

How popular is this project?

The subscription rate reached 1696% at the time of launch, which means it was oversubscribed by 16 times. After the launch, the project's opening price rose by as much as 40 times.

The general situation of the project is as follows:

This is a project that uses AI to assess code quality. In addition to evaluating code, the project also incorporates popular methods such as entertainment and attention into code writing, assessment, and competitions, helping engineers write code and improve quality in various relaxed and humorous ways.

The members of the project team are well-known practitioners in the industry, with a certain reputation and recognition in Ethereum hackathons and Virtual hackathons.

In terms of economic governance, the project commits to using 40% of its revenue for token buybacks and burns.

In addition, this project has a feature that is relatively rare compared to other projects: there are already nearly 5000 users using this AI agent before the platform financing (according to some online data).

From the project's introduction, I believe that having a certain number of users already is a big plus for the project.

This reminds me of some views on AI investment by Zhu Xiaohu that I saw not long ago.

He mentioned that when investing in AI projects, it is important to consider whether the project already has a certain number of real users and whether there is genuine demand.

He said while criticizing the current craze for humanoid robots: buying a bunch of robots is not for making them dance, that is not a real need; if robots can solve some specific problems for humans and meet specific needs, then there are real users.

I feel that this increasingly pragmatic investment style and project evaluation approach is also rapidly infiltrating the AI + Crypto field. In the future AI + Crypto ecosystem, projects that can focus on solving a specific problem, even if it is a niche issue, may be far more favored by investors than those that only talk about grand ideals.

On the other hand, the niche area that this project focuses on, "code quality inspection", seems to have a close relationship with the current hot topic in the AI field, "AI programming."

Recently, AI programming has attracted considerable attention in the industry.

For example, it was reported recently that OpenAI plans to spend $3 billion to acquire the AI programming startup Windsurf. The purpose of OpenAI's acquisition of this company is not so much about its user base, but more about obtaining the vast amounts of data generated from human-computer interactions that it has collected. This data can be used to train OpenAI's models.

Perhaps hitting this hotspot just right is the reason why this project can attract so many users to compete for market share.

Overall, these projects give me the impression that they are increasingly aligning and resonating with traditional AI investments, both in terms of investment style and investment areas.

In addition, such projects can be considered white horses to some extent. According to past experiences, white horse projects often allow angel investors to obtain significant returns in the investment market, while qualifying to participate in angel investments requires extremely high thresholds and strict limitations. Ordinary investors are left in the dust.

The Genesis Launches platform, although it has certain thresholds, is not unattainable for ordinary investors, and with a little effort, there is still a chance to participate.

This is truly the greatest kindness.