The value of the AI + Crypto track in my eyes and the role of Virtual

At the end of yesterday's article, there was a comment:

"You keep posting articles about this project during the bull market, which reminds me of the continuous posts about FIL last time, and not long after, it started to plummet."

As for this round of market conditions, I have never believed that the crypto ecosystem has entered a "bull market." The reason is simple; I have shared multiple times that Ethereum has not broken through its previous high, so where is the "bull market"?

As for the Virtual project and the ecosystem it supports, I measure it by the same standard; it is still far from its previous high, so it cannot be called a bull market either.

Regarding the continuous posting of articles about this project, it is more accurate to say that I am posting articles about some projects within this ecosystem, as well as various viewpoints and ideas from the Virtual team leading this ecosystem.

These articles only explore their ideas, viewpoints, practices, and effects, and never discuss their upcoming "not long after" prices and trends.

Why post these articles?

I have clearly shared in previous articles:

First, because in the current crypto ecosystem, the old subfields have become aesthetically fatigued for me; they have not produced any stunning innovations to date.

What stunning innovations have emerged in DeFi?

What stunning innovations have emerged in NFTs?

What stunning innovations have emerged in blockchain games?

It seems there are none.

Perhaps HyperLiquid, which has risen in DeFi this round, is attractive to many, but it does not pique my interest.

Second, because the newly emerging popular ecosystems seem to have little to do with retail investors like me.

The most typical example here is RWA. I have shared the reasons for this many times, so I won't elaborate further.

Third, and this is also a very important reason, as human society has reached today, especially with the emergence of artificial intelligence, I believe the only thing that can rival it is the crypto ecosystem.

Therefore, AI + Crypto is the track I am highly focused on.

Personal time and energy are limited, so since I am optimistic about this track, I must invest the vast majority of my energy into it.

Which ecosystems in the AI + Crypto track are worth paying attention to?

Looking across the entire crypto ecosystem, I only find Solana and BASE worth focusing on. However, the development of the AI + Crypto ecosystem within Solana is far behind BASE.

So my focus is solely on BASE.

In the BASE ecosystem, the only well-developed AI + Crypto project is the Virtual project and its supporting ecosystem.

Thus, my focus is only on this project and its ecosystem.

This is my logic, and I think it is not difficult to understand.

As for whether a project will rise or fall "not long after" writing an article about it, that has never been a factor I consider.

If focusing on a project means expecting it to rise shortly thereafter, then that starting point is problematic. Because, in my view, short-term market fluctuations have never been a factor in deciding whether to pay attention to and participate in a project.

When I first focused on Bitcoin and Ethereum and bought them, they soon encountered a bear market crash. Does that mean it was wrong to focus on them at that time?

Given this, what is the purpose and reason for focusing on a project?

I focus on a project:

First, from a long-term perspective, to see if this project will have opportunities for long-term development in the future;

Second, to hope to discover other opportunities it generates, to see if its proposed ideas are creative and whether they signify the emergence of new business models.

Specifically regarding the Virtual project, I want to see if it can become a long-term project, to see if its ideas and thoughts can truly uplift the entire AI + Crypto track I care about and create truly valuable AI Agents in the process.

Finally, this reader mentioned a past lesson: shortly after focusing on FIL, it plummeted.

We suffered a loss on that.

But the same thing has happened with Bitcoin and Ethereum, and it has also occurred in DeFi and NFTs. Yet we have gained substantial returns from those.

Such events have not only happened in the past but will continue to occur in the present and future; not only in the crypto ecosystem but also in other technological fields.

Since we face such events in the past, present, and future, with both possible outcomes existing, how should we confront this uncertainty and risk?

Should we shrink back, fearing new things because of past experiences, rejecting all new ideas?

Or should we learn from experiences and lessons, turning them into a sword to clear the way and a solid shield for self-protection, allowing us to face the waves without fear of harm and move forward boldly?

I would unhesitatingly choose the latter.

I have also shared specific methods many times:

Always have enough living expenses for 18 months;

Use spare money that does not affect daily life to participate;

Bitcoin + Ethereum should account for at least 50% of the total position;

As for the Virtual ecosystem, it is even simpler, and I have shared it multiple times:

If you don't understand it, don't buy anything; observe more and act less;

If all the above preparations are in place, then feel free to act boldly according to your own ideas. I believe this is the attitude a pioneering investor should have, and it is also my requirement for myself.