Everyone should be especially careful; SOL memes are receding! Currently, institutional profits for SOL are already significant; continuing to hold is certainly a potential for the SOL ecosystem. However, as previously mentioned, the hotspots in the coming months will not be pumpfun—after all, the leading coins on pumpfun like pnut have also weakened; perhaps we have already experienced the peak.
I am very sure that the hotspot will be on AI agents, which is the big opportunity I define. Reviewing previous articles written by Su Bai on AI agents also mentioned this.
Reiterating the targets:
ai16z+ELIZA (currently the most promising)
$AI16Z➬ai16z is an AI agent project issued on the Solana chain, with its core competitiveness being the creation of AI-driven hedge funds. Through the DAOs.fun platform, ai16z has become the largest hedge fund DAO on the platform and has received widespread attention. Notably, the development inspiration for this project comes from the famous investor Marc Andreessen, who has even voiced support for the concept of AI agent hedge funds on Twitter. Currently, the circulating market value of the project is close to $1 billion, demonstrating its strong potential in the AI field.
Market value: $803 million, 24-hour trading volume: $72.42 million.
$ELIZA➬Eliza (elizawakesup) has already doubled, and this project is supported by ai16z, equivalent to Base's virtual protocol [VIRTUAL]. In just the past week, ELIZA has risen by 140%, soaring by 230% since its launch. AI agents are the focus of mainstream development in the coming years, and agents in the crypto space are the most natural combination with AI; agents can directly go decentralized using currency.
Market value: $93.06 million, 24-hour trading volume: $33.22 million.
There is uncertainty about whether memes in the AI agent track can be speculated, but if speculated, just focus on these two targets.
In addition, there are other noteworthy points:
arc griffain virtual+game aixbt
The previously mentioned goat is very powerful, and it has now returned to around 0.5. The price may be temporary; everyone understands the trading style of Wintermute, but Binance's support for fartcoin and some signals make me feel more uncertainty regarding these two targets, unlike virtual ones, which will definitely rise as long as AI agents continue.
My personal operation is to continuously reduce my position (my average price for goat is around 0.4, and the reduction price is similar). I will keep paying attention to AI agents.
Discuss the optimization points of the ELIZA V1 and V2 frameworks:
Currently, it feels like there has been significant progress, especially in areas such as unified Agent wallet management, unified message management, and enhanced scalability capabilities. However, to be honest, at this stage, the ELIZA framework is still at the optimization level of basic development architecture and hasn't significantly enlarged the 'imagination space'. I personally look forward to the future possibilities of its 'commercialization' and 'blockchainization':
1) A complete Agent interoperability protocol
Including the basic message protocol for Agents (format standardization, routing mechanism, state synchronization, etc.), Agent dialogue interaction protocol (multi-Agent dialogue management, contextual information storage, and state synchronization, etc.), Agent resource sharing mechanism (allocation of computing, storage, etc.), Agent task allocation mechanism (intent understanding, task decomposition, progress synchronization, aggregation rules, etc.), and Agent identity and authority management layer (identity verification, scoring system, authority management mechanism, etc.);
2) A set of Tokenomics protocol
Including the governance token definition (ai16z or ELIZA?), Agent participant incentive mechanism (Agent developer incentives, data contribution incentives, computing resource supply rewards, verification node rewards, etc.), Gas economic system (Agent call fees, memory storage resource fees, cross-chain operation fees, deflationary burning rules, fee distribution mechanisms, etc.);
3) Questions to consider for the long-term direction of ELIZA's 'blockchainization' reform
In addition to these two core essential components for 'blockchainization', how to design a standard for Agent asset circulation management similar to the ERC20 standard, incorporating a decentralized storage system, decentralized verification mechanism (memory system, behavior system), decentralized resource allocation and incentive mechanisms, etc., are also questions that ELIZA's long-term direction for 'blockchainization' reform needs to consider.
Even if the goal of the ELIZA framework is not blockchainization, how to modularly integrate it into the consensus layers of various chains, participate in governance and verification collaborations, etc., is also worth exploring.
Perhaps only with a clear roadmap for 'blockchainization' can ELIZA firmly sit as the leading force at the EVM level in the AI Agent era. But opportunities and variables are also present in this process.
What will ai16z iterate step by step? Can new frameworks like Arc catch up? Which framework will first have a clear path for blockchain advancement? Who can first emerge from a feasible business closed-loop path like Virtual? These are all directions worth observing.
Friends who are concerned about the subsequent evolution of the AI Agent framework standards can communicate more.
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