The developers of AI Agent have the infrastructure, supply side, and usage scenario channels in Solana, a complete supply chain closed loop. This is Solana’s conspiracy and will also be the most efficient way to produce Crypto AI.
Editor's note: The first time I wrote about Griffain and SendAI hackathon was on December 13th. At that time, Solana hackathon and Griffain became popular, which caused a wealth effect in Solana. Now, with the outbreak of AI market, Griffain's market value has reached its highest point in history today, exceeding 480 million US dollars. SendAI token Send has also returned to a market value of 100 million US dollars. In the current situation of super-fast evolution of AI Agent ecology, what are the advantages and progress of Griffain and Send? Web3 version of Perplexity, or Solana's App Store? When we look back at the past of Griffain's founder, we will find that he did not join Crypto at the beginning, but grew up in Silicon Valley for 6 years and entered Crypto after accumulating considerable development and sales experience. In September 2016, a young man from San Francisco State University opened the door of Uber. If nothing unexpected happens, you may never know him, until recently the market value of the token of the project he founded on the Solana chain exceeded 250 million US dollars. He is the founder of Graffin—Tony Plasencia. Unlike other cryptocurrency founders who often hide their personal information, you can easily find any information about him on the Internet. Until now, you can still see his views on various social phenomena on Medium. After leaving Uber, he participated in and invested in many startups, including the American family service website thumbtack invested by well-known VCs such as Sequoia Capital, and the meal ordering platform ritual. After many twists and turns, he founded his first blockchain project (Underdog Protocol) in 2022. Although it now seems to be a platform for issuing NFTs and SPL Tokens without code, the intention in the early days of its establishment was to finance the future of individuals as tokens, which is quite similar to the Human Agent investment platform. Although this project did not cause a big stir in the market, it was also his first stop in blockchain entrepreneurship. His second stop was to develop a platform for launching Blinks tokens and NFTs when the Blinks ecosystem was booming - Blinkdotfun. It reflects the rise and fall of the token market value by locking the Sol of buying and selling tokens in the Bonding Curve. Users can share links on X so that others can buy or sell tokens directly on X, making X his launch platform.Griffain, released on November 1 this year, has become Tony's most successful Crypto project. He first released Griffain at the Hacking for Agentic Finance hackathon, expressing the vision of turning your ideas into an AI agent engine that can actually operate. Perhaps because of the accumulation of previous projects, it has attracted a lot of attention from the Solana ecosystem, including Toly, vvAIfu, Jupiter, and Dialect, all of which have expressed their support or further cooperation to improve the product. At this stage, the development of CryptoAI projects is very rapid, and at the same time, the differentiation is very serious. Simply discussing the AI Agent-related market, basically the funds are allocated to the upstream focusing on the architecture and ecology of AI Agents or the honeycomb system that allows Agents to operate collectively, the midstream is AI Agents that have an impact on the market, and the downstream has AIapps with real application value or mature and rapidly displayed data sets. As an all-in-one AI Agent, Griffain is a complete supply chain involving the upstream, midstream, and downstream. As an integrated AI app, Griffain does not develop a framework but acts as a Perplexity-style AI Agent Yellow Pages. When users make requests, Griffain can call out agents that can meet user needs. This will not only allow him to gain attention from AI Agents launched on his platform in the future, but also allow the functional AI Agents produced upstream to directly skip the steps of product and demand-side development and expansion, directly build a bridge between developers and users, and form a "SaaS" platform similar to AI Agents. Just a few days ago, Griffain launched a SAIMP "Solana AI Message Protocol" concept, which is equivalent to an on-chain communication system between AI Agents. The information that can be exchanged includes sender/receiver addresses, topics, content, etc. Many experts or users believe that AI Agents do not have self-awareness but are just calculation systems, so it is quite useless to generate communication systems for them. But in fact, for the next round of AI Agents, it is very important whether all data can be verified on the chain. The Tee architecture can ensure that AI Agents are not manipulated by humans, but can act according to self-awareness. What SAIMP needs to do is to make the communication between AI Agents transparent "public" or verifiable "private chat between Agents".Compared with functionality, the storage and verification of communication information between multiple agents is his more important function. It is not difficult to imagine why the market has such high expectations for Griffain. It is not only the first Web3 version of Perplexity, but more importantly, this platform provides AI Agents with an upstream and downstream interaction platform, which can not only shorten the communication cost between AI Agents and humans, but also initiate functional transactions and communication between AI Agents through this AIpp Store, which is not only an Appstore for humans but also an Appstore for AI. Even so, Solana also has a "royal Agent Kit". If Solana's token market value soared to $170 million when it announced that SendAI would host a hackathon, it was a reflection of the market's expectations of its sentiment, and today's Send's return to a market value of $130 million is the market's true recognition of the potential of its AI system. People familiar with Send know that when Solana launched the Blinks concept, it almost replaced the official to display 100 uses of blink on X, and the two parts of Blinks, Actions and Blinks. Actions provides compliant APIs to quickly complete operations such as transfers and smart contract execution, while Blinks converts APIs into shareable links, allowing users to directly preview and trigger on-chain transactions on web pages or social platforms. Therefore, from a technical development perspective, there is no better team than the Send team, which is familiar with blinks development and applications, to develop the infrastructure of Solana AI Agent. They have rich experience in on-chain interaction APIs and can connect it with multiple web clients. In addition to supporting the integration of multiple language architectures, their Agent kit also supports the embedding of multiple interaction modes such as "Dialect's blinks, Send Arcade's games", making it easier for agents using their tools to interact with the chain or social media. The hackathon hosted by Send AI stopped collecting lists a few days ago, and finally 427 projects successfully proposed. In just a few weeks after the announcement of Solana Agent Kit, as many as 65 projects were developed using Solana Agent Kit. After the list ended, there were countless projects that used this tool but did not participate in the competition. At the end of 2024, the number of stars of this open source architecture far exceeded that of Zerepy and Coinbase's cdp agent kit.In this way, the infrastructure of Solana has been selected for high throughput and response speed, including various DePin projects that provide computing power and data sets, AI Agent basic tools such as Solana Agent Kit, Zerepy, ElizaOS, arc, etc., and all-in-one tools such as griffain. All AI Agent developers only need to use their imagination to find possible usage scenarios. Infrastructure, supply side, usage scenario channels, a complete supply chain closed loop is completed. This is Solana's conspiracy and will be the most efficient way to produce Crypto AI.