# Attention Economy的所有文章

在 HTX 新聞中心流覽與「Attention Economy」相關的最新資訊與深度分析。潘蓋市場趨勢、專案動態、技術進展及監管政策，提供權威的加密行業洞察。

Survival Guide for Crypto KOLs

The article titled "A Survival Guide for Crypto KOLs" discusses the recent ban on "InfoFi" or "post-to-earn" applications (e.g., Kaito, Cookie) on X (formerly Twitter), which effectively ended the era of easy monetization through engagement farming. It attributes this move to X's desire to reclaim platform control over user attention and ad inventory, noting that the incentive structure had degraded content quality and user experience. The piece outlines both the benefits—like a cleaner feed and a focus on genuine content—and the drawbacks, including immediate economic losses for creators and exposed platform risk. It then provides an updated guide for crypto content creators, emphasizing a shift from quantity to quality. Key recommendations include: 1) Doubling down on high-signal, original content (e.g., deep-dive threads, data-driven analysis). 2) Diversifying platforms (e.g., Substack, YouTube) to mitigate dependency on X. 3) Pursuing direct monetization through brand deals, newsletters, and paid communities. 4) Aligning with professional crypto marketing agencies for distribution. 5) Prioritizing reputation, offline networking, and evergreen content. The conclusion frames the ban as a painful but necessary reset for Crypto Twitter, pushing the ecosystem towards more sustainable and professional content creation models where genuine creators can thrive with less noise.

marsbit5 小時前

Survival Guide for Crypto KOLs

marsbit5 小時前

This New Generation of US Stock Trading Gods No Longer Read Financial Reports

The new generation of "stock gods" in the 2026 US AI bull market are not analyzing traditional financial reports. Instead of focusing on giants like NVIDIA, figures like the 22-year-old Leopold Aschenbrenner (who reportedly turned $200M into $14B) and influencers like Serenity on platforms like Reddit's WallStreetBets, X, and Substack are gaining fame and returns by targeting obscure, low-cap "micro-cap" stocks. Their strategy, dubbed "supply chain sniping," involves identifying critical, often monopolistic, bottlenecks in the AI hardware supply chain—such as specific materials or components essential for giants like Google and NVIDIA—that are missed by mainstream Wall Street analysts. Serenity's call on AXTI, a $700M company supplying indium phosphide substrates crucial for photonics and optical interconnects, saw the stock soar from ~$12 to nearly $150. Similarly, accounts like KawzInvests and PhotonCap focus on thematic, supply-chain-driven research in areas like AI infrastructure, optics, and cloud services for SMEs, bypassing traditional valuation metrics. This shift represents a cultural move away from Warren Buffett-style value investing based on deep financial statement analysis. The new approach thrives on low liquidity, early narratives, and strong community propagation on social media, similar to meme stocks or crypto. However, this "attention economy" strategy carries risks: it depends on sustained information gaps, the underlying companies' ability to deliver fundamental results, and the potential for crowded, volatile exits as narratives shift. The trend also shows crypto traders applying their narrative-sensing skills to US micro-caps, marking a significant evolution in trading culture.

marsbit05/27 11:55

This New Generation of US Stock Trading Gods No Longer Read Financial Reports

marsbit05/27 11:55

What Exactly Is a16z's 'New Media'? New Media Is a Migration of Power

The article explores a16z's concept of "new media," arguing it represents a fundamental shift in power dynamics rather than just new content formats. It posits that in an era of content oversupply and near-zero distribution costs, attention and trust have become the new scarcities. The core value is no longer mere exposure but the ability to influence decisions—termed "agency"—the power to make others act based on your judgment. The piece contrasts old media (centralized, institution-owned, creators as employees) with new media (decentralized, individual-as-node, creators building direct influence). This transforms media from an institutional asset into personal capital and a tool of power. a16z treats this media capability as core infrastructure, recognizing that the traditional model of "capital → company → market" has flipped. Now, "agency → community → market → capital" is key, as capital alone no longer guarantees action. The article concludes by introducing Internet Capital Markets (ICM) as the next evolution, solving new media's flaw by turning influence and consensus into tradable, ownable capital structures—moving from "right to distribute" to "right to price." The ultimate leverage shifts from code to new media: scalable narrative, judgment, and taste.

marsbit01/23 08:41

What Exactly Is a16z's 'New Media'? New Media Is a Migration of Power

marsbit01/23 08:41

Scrolling Through Crypto Twitter, But No More Profit Opportunities

The article "Scrolling Through Crypto Twitter, But No More Profit Effect" discusses the transition into the "Post-Crypto Twitter (CT)" era, where CT—as a mechanism for market discovery and capital allocation—is losing its ability to repeatedly generate significant market-wide events. CT previously functioned by compressing three key market functions into one interface: narrative discovery (creating shared focus and converting attention into common knowledge), trust routing (enabling informal reputation-based capital allocation), and reflexivity (where narratives drive prices, which in turn validate and amplify narratives). This allowed a "monoculture" to form around simple, widely understood "toys" or narratives that coordinated the entire ecosystem. However, the Post-CT era has emerged due to several failures: "toys" are industrialized and exploited faster, reducing inefficiency windows and concentrating profits; value extraction overwhelms value creation, leading to widespread cynicism; and attention has fragmented across niches, weakening shared context and synchronized liquidity flows. CT is not dead but has evolved from an engine driving market-wide coordination to an interface layer. Real capital allocation now occurs more in high-trust, private "subgraphs" (e.g., closed groups), while CT serves as a surface for signals and narratives. The author argues that the era of CT reliably coordinating the entire market around a single meta-narrative and creating broad, nonlinear returns is over, though the industry continues with shifted dynamics.

比推01/08 03:01

Scrolling Through Crypto Twitter, But No More Profit Opportunities

比推01/08 03:01

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