“Chinese Crypto Twitter lacks KOLs, while the English side still has voices like @hosseeb, @KyleSamani, @cdixon representing institutional perspectives; the Chinese side is all self‑media — this situation needs to change, otherwise Chinese CT will keep declining.”
I may still have a bit of say in this matter.
Because of my work with @Hertzflow_xyz I need to frequently interact with various VCs, both Eastern and Western.
Once you interact with them, you’ll notice a very obvious difference:
- The East cares about how your project actually makes money—tactics, token issuance, business model, logistical logic—truly looking at the project like a business.
- The West seeks a big‑picture story that can sell 10x, 100x.
This leads to completely opposite definitions of “key opinion” between East and West.
The Eastern logic is clearly to deconstruct everything; I, not very talented, might be the most typical Eastern KOL.
Western logic stands on the shoulders of giants — taking a well‑known bottleneck in a high‑valuation or very profitable industry and solving it with technology and models. (As Teacher Nierxiao said, those who betray me get 1 million, those loyal get billions—just a joke, hear the applause.)
The core of Western narrative is that even if you know the details can’t be probed, it doesn’t matter. Even if those stories can’t be deeply examined, it’s irrelevant; don’t tell anything that doesn’t unite.
Because they know the true core of this narrative logic is to first craft a story to lure key capital into the scheme — then use the infinite‑funding method to saturate‑attack potential choke points and competitors, and win.
Thus, the biggest narratives, the strongest capital setups, the highest‑brow stories all come from North America and are spoken through Western VC mouths: high‑performance L1s, Rerererererestaking, Rollup, FHE, Hyperliquid, etc.
But the vast majority of the industry’s biggest, most profitable business flows are basically in the Eastern camp: CEX, payments, DEX (Pancake\Raydium), aggregators (Jupiter)…
Behind this is partly the cost of capital (North American institutions’ financing cost is near zero, due to state‑forced pension funds and passive investors).
More importantly, the social environment in Europe and America is just too favorable. Eastern people have witnessed the best narratives and the most powerful products end up in a myriad of “unnatural deaths.” Our social culture’s deconstruction is inherently more PVP than theirs.
Of course, they are now looking eastward, and the next generation will converge with the East.
So I slightly disagree with the “decline theory” — the East is simply different, and the kind of difference that goes in opposite directions.
Only when you can fundamentally influence others’ thinking is it a successful opinion output.
Does this mean that Eastern KOLs should challenge the Western “less scrutinizable” narrative value and replace it with our distinctive “value logic” to be successful?
“Since we can’t be more like them, let them, in terror, try to prove they understand us better than we do.”