Founders Fund encryption treasure map revealed: After the Plasma inclusive Airdrop, 8 potential projects under Peter Thiel's philosophy.

Founders Fund (founded by Peter Thiel) once again demonstrated its "alchemy" in the airdrop space with the astonishing 9,300 XPL airdrop (worth over $13,400) through precise early investments in projects like Plasma and Starknet. Amid the market's fatigue with the fleeting MEME narrative, the success of Founders Fund is not coincidental but is based on a clear investment philosophy aimed at pursuing "monopolistic technology" and building a "new future." This article will delve into the dual core of Founders Fund's decision-making - Peter Thiel's top-level design and Joey Krug's frontline practical experience, and reveal the next batch of 8 core projects in its portfolio with high airdrop potential, providing a smart money script for investors seeking sustainable value.

Decision-Making Dual Core: The Perfect Complement of "Brain" Peter Thiel and "OG" Joey Krug

Founders Fund's powerful momentum in the encryption field stems from the perfect combination of the philosophical guidance and tactical execution of its two core figures, ensuring that its investments consistently focus on infrastructure with long-term disruptive potential.

Peter Thiel: The "Brain" of Investment and Philosophical Guidance

As the founder and spiritual leader of Founders Fund, Peter Thiel's investment philosophy is heavily influenced by his book "Zero to One." Its core idea is reverse thinking and the pursuit of "monopolistic technology." Thiel has a long-term obsession with building a new generation of financial networks independent of the traditional financial system. This grand narrative determines that the fund's focus is always on underlying protocols and infrastructure that can reshape the industry landscape, rather than short-term application hotspots. He has set a direction for the fund: to find teams that are solving the most difficult problems and have the potential to create an entirely new future.

Joey Krug: The "encryption OG" Delving into the Frontline and Tactical Execution

If Thiel provided the macro framework of "why to invest", then partner Joey Krug addressed the tactical issues of "who to invest in" and "how to invest". As a co-founder of the decentralized prediction market Augur, Krug has extensive practical experience in building and operating DeFi protocols. He places a high value on a team's "shipping velocity", which is the ability to continuously turn ideas into products. It is Krug's keen industry insight and judgment of technical execution that ensure the grand narrative of Founders Fund can be precisely matched to the most execution-capable teams.

Thiel's top-level design combined with Krug's frontline insights forms the invincible decision-making dual core of Founders Fund.

Founders Fund Under the Dogma of Alpha List: 8 Major Airdrop Potential Projects

Based on the Founders Fund's investment doctrine that pursues revolutionary infrastructure and the necessity of community incentives, here are the next batch of projects in its portfolio that are worth focusing on and have high Airdrop potential:

Star Project (directly aimed at C-end users or L2 public chain)

· Polymarket: The absolute king of prediction markets

Airdrop expectations: The issuance of tokens by Polymarket is almost an open secret. As a decentralized protocol that requires community governance and value capture, tokens are a necessary component of its ecological closed loop. The "warrants" mentioned in the documents submitted to the SEC are viewed as the rights of early investors to obtain tokens in the future.

Reason for attention: This project has mature products and a large user base. The community generally expects its Airdrop to possibly reference the models of Starknet and Avail, conducting a large-scale retrospective Airdrop for early deep participating users.

· Sentient: A grand narrative carrier at the forefront of AI + Crypto

Project Overview: Dedicated to building a decentralized and open General Artificial Intelligence (AGI) network, aimed at breaking the monopoly of tech giants on AI computing power and models.

Airdrop Expectations: For protocols building a global decentralized network, tokens are an indispensable incentive and governance tool. The $85 million seed round financing provides ample "ammunition" for its large-scale community incentives (including Airdrops).

Reason for attention: Perfectly aligns with Founders Fund's investment philosophy in "revolutionary technology", its Airdrop is the initial distribution of ownership for the future decentralized AI network.

· N1 ( Front Layer N): Next Generation Financial L2 Infrastructure

Project Introduction: A high-performance Rollup network (Layer 2) designed specifically for high-frequency trading, derivatives settlement, and other financial applications.

Airdrop Expectations: As a project led by the Founders Fund, the L2 public chain has established a standard in the industry by incentivizing early users and developers through airdrops. Tokens are the core weapon for capturing network value and user competition.

Reason for attention: N1 represents the direction of specialization and refinement in the L2 track. Its Airdrop is likely to be closely linked to the interaction depth of the testnet and the early usage of the future mainnet.

· Opensea: The pending Airdrop of the NFT market giant

Project Introduction: The pioneer and OG of the NFT market, Founders Fund participated in its early investment back in 2018.

Airdrop expectations: In the face of competitors like LooksRare and Blur that initiate "vampire attacks" through token airdrops, Opensea urgently needs to issue governance tokens to reward its massive base of historical users and incentivize platform loyalty.

Reason for attention: This is a potentially unprecedented large-scale retrospective Airdrop, with reward criteria that may cover several years of trading history and total trading volume, making it a "sleeping giant" that every NFT player cannot ignore.

Infrastructure Matrix (the key tool of the "water seller")

· Caldera: Rollup as a Service (RaaS) platform

Introduction and Expectations: Allow developers to deploy their own Rollup chains with one click. As "application chains" become a trend, Caldera is expected to become the "AWS" of the future blockchain world, with immense possibilities for the platform token.

· Citrea: A Layer 2 solution for the Bitcoin ecosystem

Introduction and Expectations: Focused on bringing programmability and scalability to the Bitcoin ecosystem. With the revival of the Bitcoin ecosystem, issuing tokens to incentivize ecological construction and ensure network security is an essential path for its development.

· Helius: Leading Infrastructure in the Solana Ecosystem

Introduction and Expectations: Provide key services such as API and nodes for Solana developers. Many core infrastructure providers will ultimately share the value and governance of the protocol with the broader ecosystem by issuing governance tokens.

· Avail: Modular Blockchain Data Availability Layer

Overview and Expectations: As a modular blockchain data availability layer spun off from Polygon, it functions similarly to Celestia. The investment from Founders Fund demonstrates recognition of the modular narrative. Its token design will be key to incentivizing data provers and ensuring network security, with high airdrop potential.

Conclusion

The successful experience of Founders Fund provides a clear value investment script for market participants who feel lost in the short-term MEME speculation. The core of this script lies in navigating through the noisy hype cycle and focusing on projects that are genuinely committed to building underlying technologies and solving core issues. The wealth myths from Starknet to Plasma prove that following smart money is essentially a strategy for discovering long-term value. This Alpha list provides us with a clear direction for researching and participating in the next round of high-potential projects.

Disclaimer: This article is for informational purposes only and does not constitute any investment advice. The encryption market is highly volatile, and investors should make cautious decisions.