EARLY OPPORTUNITIES IN THE NEXT ROUND OF ENCRYPTION MAY BE HIDDEN IN THE AI FILTER

original by:mo

Original language: Deep tide TechFlow

Introduction:THE BIGGEST WINNERS OF THE NEXT CYCLE MAY BE PROJECTS THAT THE MAJORITY OF THE POPULATION CANNOT UNDERSTAND AT ALL — BAD NAMES, WEAK NARRATIVES, RANDOM COMMUNITIES, BUT THEY ARE GROWING DRAMATICALLY. BECAUSE AI IS CHANGING THE WAY THE BULK DISCOVERY PROJECT IS BEING FOUND, ATTENTION IS BECOMING MORE FRAGMENTED AND THE PROJECT IS BEGINNING TO OPTIMIZE DATA PERFORMANCE AGAINST ALGORITHMS RATHER THAN HUMANS. THIS MEANS THAT THE NEXT ROUND IS NOT JUST ABOUT FINDING THE BEST NARRATIVE, BUT ABOUT UNDERSTANDING HOW NARRATIVES ARE DISCOVERED。

I've been thinking about one thing:

There will be many winners in the next cycle that the majority of the population will not understand at all。

IT'S NOT THE KIND OF ENCRYPTED CURRENCY THAT CAN'T READ. I'M TALKING ABOUT BAD NAMES, WEAK NARRATIVES, RANDOM COMMUNITIES, BARELY HAVING A SENSE OF EXISTENCE ON CT, BUT IT JUST GOES UP. AND IT COULD BE UP EARLY。

My basic judgment is that many of the great events of the next cycle will not be discovered just by staring at the time line and following the crowds, as they were before. Markets are changing the way attention is found, the way funds are channelled, and the way the diaspora decides what to buy。

This is important because, if I am right, the next cycle is not just about finding the best narrative。

It is about understanding how narratives are discovered。

I think the process is already changing。

1. Identification of changing mechanisms

In the past few cycles, the attention of encrypted currencies has been channelled mainly through several obvious channels。

CT, Telegram, Discord, KOL, chats, local opinion leaders, several large spots, a few noisy communities, and the narratives that everyone saw at the same time。

These remain important. I don't think they'll disappear。

BUT I DO THINK THE NEXT CYCLE WILL BE DIFFERENT, BECAUSE MORE PEOPLE ARE ALREADY RELYING ON AI TO HELP THEM MAKE DECISIONS. PEOPLE ARE ASKING WHAT'S IN FASHION, WHAT'S IN MOMENTUM, WHAT'S UNDERRATED, WHAT'S ON BOARD, WHAT'S ON HEAT, WHAT'S ON MONEY。

This is likely to increase steadily。

Once this becomes normal, the rules change. Projects no longer compete for human attention. They also want to compete in the systems that people use to screen markets。

It's a different game。

The question is no longer just "who has the best promoters," but it turns into "what projects look best at the machine level that people use to simplify the market."。

It's important。

2. Distribution mechanisms are changing

I also believe that attention in the next cycle will be more fragmented than before。

CT IS STILL IMPORTANT, BUT I DON'T THINK IT'S GOING TO DOMINATE, AT LEAST NOT RELATIVE。

I MEAN IT'S SIMPLE. THE ABSOLUTE NUMBER OF USERS OF X MAY STILL BE GROWING, BUT IF THE BULK BEGINS TO SPEND MORE TIME ELSEWHERE, ITS SHARE OF MARKET INFLUENCE MAY DIMINISH。

Could be social transaction applications. Could be an AI-assisted discovery tool. It may be that people spend more time in the local Telegram community, micro-cafés or application-based trading communities than on CT all day。

IF APPLICATIONS SUCH AS FOMO CONTINUE TO GROW, MORE BULK CAPITAL FLOWS MAY DEVELOP WITHIN THESE ECOSYSTEMS, WELL AHEAD OF TIME HORIZONS。

This makes it even more difficult for the market to read on social feelings alone。

In the previous cycle, many traders felt that they could stay close to attention if they had sufficient online access to the right people。

The next cycle may not be as tolerant。

You may be very online, but still miss something that's really rising。

3. Performance is changing

I think this part is more interesting。

IF MORE FRAGMENTATION AND DEPENDENCE ON AI IS FOUND, IF MORE ASSETS COMPETE FOR THE SAME SPECULATIVE ATTENTION, THEN MARKETS BEGIN TO REWARD DIFFERENT THINGS。

You might have to be willing to trade or invest in something that feels dumber than last time。

Not because the market broke. Not because the fundamentals never matter. Rather, attention remains one of the purest drivers of prices in encrypted currencies, especially in the early days of the process。

Attention does not always flow to the smartest things。

Sometimes it flows to something that is the easiest to understand, the easiest to repeat, the easiest to make meme, or the easiest to show up in information streams, scanners or AI answers。

This means that some of the highest returns in the next cycle may seem absurd。

Bad name. Bad idea. Bad narrative. Great return。

It sounds stupid, but I think it's true。

AI LAYER CREATED A NEW GAME

That's what I think most people underestimate。

AND IF MORE PEOPLE USE AI TO HELP FIND OPPORTUNITIES, THE TEAM WILL EVENTUALLY TRY TO OPTIMIZE IT。

NOT JUST FOR CT SHARE. NOT JUST FOR KOL'S INFLUENCE. NOT JUST FOR CHAIN HEAT。

THEY MIGHT START TRYING TO LOOK ATTRACTIVE IN THE DATA LAYERS ON WHICH THE AI TOOLS AND SCANNERS DEPEND。

This may mean better visible indicators, cleaner momentum, more visible financial flows, better interaction signals, better perceived turnover, and better perceived attractiveness。

Yes, in some cases this may also mean that the team is trying to create an illusion of momentum that ordinary traders cannot easily detect。

Common traders see the surface as if it were real。

That's the risk。

Something looks healthy from afar, but it's much worse than it looks。

That's why I think the next cycle will reward those who can distinguish between real and machine-readable attractions。

These are not always the same。

Why do I think traders need better tools for the next cycle

If this argument is correct, then the advantage of the next cycle may be more than "a much earlier focus on the right account"。

And more about:

Follow where the attention actually goes

Track where the money actually goes

Distinguishing between real participation and false power

Understand whether a business is supported by real needs or just a good indicator

In other words, markets may become more fraudulent on their face。

IF MORE IS DISCOVERED THROUGH AI, SOCIAL TRADING APPLICATIONS, DEBRISIFICATION COMMUNITIES AND MACHINE FILTERING INTERFACES, THEN MERE PERSPECTIVES THEMSELVES BECOME LESS USEFUL. YOU NEED BETTER SYSTEMS。

This may be where it becomes more important to have its own tools。

NOT BECAUSE TOOLS CAN MAGICALLY MAKE YOU SMARTER, BUT BECAUSE THE NEXT CYCLE MAY REWARD TRADERS WHO CAN BETTER MEASURE ATTENTION AND FINANCIAL FLOWS THAN ORDINARY PEOPLE -- ORDINARY PEOPLE WHO DEPEND ON TIME LINES, FEELINGS AND KOL POSTS。

meme is probably still growing, but marginal gains are declining

i still think meme will continue to be important in the next cycle。

I don't think this plate will disappear。

But I do think the pattern of rising space is changing。

The simplest words are:

meme coins can grow as a whole, while individual winners have less room to rise。

That is the point。

In 2021, there was much less competition and mobility for meme. Winners have more space to dominate the market. Doge and Shiba reach ridiculous market values because speculative energy is more concentrated。

By 2024 and 2025, the meme amount exploded. Supply has increased significantly. New issues keep coming. Attention is diluted on a wider scale. Even so, we still see key actors like Pepe, but the broader pattern is already feeling more fragmented。

This may be the direction in which things continue to evolve。

in the next cycle, we might have more meme than 2024 and 2025. the total market value of the plates can still be increased. there can still be a huge deal. there can still be major winners。

But it seems unlikely to me that a single meme currency will dominate the market like Doge or Shiba in 2021。

More supply. More fragmentation. Faster wheel. More competition for the same attention。

This usually means that the plates can continue to grow, while fewer individual winners can achieve that monster-grade rise。

What does this mean for traders

If I had to put all this together as a practical suggestion, it would be:

The next cycle may reward adaptability rather than taste。

Many traders struggle if they continue to try to force markets to operate in the way they want。

You might need to get used to a few things。

First of all, you might have to trade something that felt stupid。

SECOND, YOU MIGHT NEED TO RELY LESS ON THE OBVIOUS CT CONSENSUS, MORE ON TOOLS, MONEY FLOWS AND ATTENTION TRACKING。

Thirdly, you might need to be better at judging whether a business is real or just apparent。

Fourth, you may need to accept that some of the biggest winners will not come from the cleanest narrative。

They may come from something that is the most vulnerable to influx once the cycle of attention begins to strengthen itself。

This is not a moral judgment. This is just how these markets operate。

What could prove it wrong

I don't think that's necessary。

This view may be wrong in several ways。

FIRST, CT MAY BE STRONGER THAN I EXPECTED, BECAUSE EVEN IF AI HELPS TO DISCOVER THAT NARRATIVES MAY STILL NEED HUMAN MAGNIFICATION TO ACTUALLY SPREAD。

SECONDLY, AI TOOLS MAY ULTIMATELY REFLECT THE SAME PUBLIC INFORMATION THAT EVERYONE HAS SEEN, WHICH MEANS THAT THE DISCOVERY LAYER WILL NOT CHANGE AS MUCH AS I THINK。

thirdly, even in the more crowded meme markets, a super-winner is likely to emerge if a currency is strong enough to capture culture and become a prominent protagonist in the cycle。

Fourthly, fragmentation may be less important if the bulk participation is weaker than expected, simply because less extensive speculative energy can be dispersed。

So I'm not saying it's inevitable。

I mean, it's set there, and I think the market is moving in that direction。

Last thought

My core point is simple:

The next cattle market may feel more random on the surface but more competitive on the ground。

AI support discovery may be more important. Spreading attention may become more fragmented. Projects will increasingly compete not only for the human mind, but for machine-readable relevance. The currency may still prosper, but each winner has more dilution and less room for concentration。

If this happens, then the advantage of the next cycle may not come from having the loudest views。

And it comes from understanding how attention is being directed, where money actually is going, and what is really, not just packaged well。

The best traders may not be those with the best views。

It may be people with the best systems to track when attention is turned into actual financial flows。