Author: Techub News

Written by: Haotian

I believe many people feel like they've stumbled upon treasures when they open DEX, as there are plenty of popular projects with decent tech ranging from 10-300M. However, opening CEX reveals a plethora of old narrative projects ranging from 300M-3B, leaving one with mixed feelings. But in fact, CEX also has its logic of picking treasures along the trend, let me briefly share:

1) The current wave of AI Agent narrative is rapidly evolving, from AI MEME -> standalone AI applications -> AI Agent Launchpad -> AI Agent framework standards -> AI Agent chainification.

Pure MEME, as always, is just a logic of quick hype; standalone AI, due to the need for experience, can dominate for a while with AIXBT; Launchpad platforms will definitely be consumed by Virtual's first-mover advantage; frameworks and standards, backed by complex technical logic, have great imaginative space, but are currently still in a chaotic stage; only the direction of AI Agent chainification seems relatively 'traceable'.

2) The logic of 'chainification' is definitely not simply a public chain stating, I can support all AI Agents running on-chain. Such public chains do exist, for example,

@NEARProtocol, ICP, BNBChain all have such potential. But the problem is that AI Agents are currently still in the primary stage of MEME 'asset issuance', only able to run AI Agents, but unable to stimulate developers' enthusiasm, which is of no help.

Therefore, the first wave of 'chainification' narratives must come from the ai16z ecosystem series. For example, @focEliza.

3) Moreover, the core point of 'chainification' is to provide better compatibility and services for large language models (LLM) to build infrastructure for AI Agents, such as:

1. For AI Agents to autonomously generate private keys and manage assets, they must rely on TEE infrastructure. Therefore, projects that can provide mature TEE solutions are potential Alphas in the old narratives of CEX. Because TEE has been inconspicuous under the competitive pressure of traditional ZK, MPC, FHE, and other cryptographic algorithms, it suddenly became the core infrastructure of the new wave of AI grand narratives.

Imagine some small-cap, low-profile projects with solid technology that have caught the new trend, they will definitely be potential treasures among numerous CEX targets (the performance logic of $PHA is just like this; if you recognize the value of TEE infrastructure for AI Agents, the momentum of the TEE track is definitely still there).

2. To achieve memory's hierarchical optimization and matching, AI Agents must build Data Availability (DA) capabilities suitable for AI Agents. Traditional EVM public chains have extended the DA sector with various exciting narratives such as Blob attachment space, third-party DA War, etc.

How to create DA capabilities exclusive to AI Agents will definitely be a focal topic: including how DA block space accurately records effective semantics of LLM context, how Character role setting plugins interact in real-time with DA blocks, how data in multi-block spaces effectively matches multimodal interactions, and the cost issues of multilayer storage of data in multi-block spaces (short-term, long-term, working memory, etc.), are all challenges that new DA Builders need to tackle. This is also the reason why focEliza takes DA capabilities as the core breakthrough point.

3. For AI Agents to achieve verifiability in unimodal interactions and trustworthy interactions in multimodal scenarios, they must rely on public chain-level credible verification processing. In the TEE infrastructure’s role in solving the generation of large models and the application of private keys, TEE alone evidently cannot solve the single-point TEE hardware being physically compromised issue, nor can it resolve the consensus verifiability issue of TEE executing programs.

These must rely on the blockchain's inherent decentralized node verification consensus and smart contract collaborative invocation environment to achieve.

In other words, a blockchain distributed system with strong consensus will make the intelligence of AI Agents 'reliable' and guaranteed. Therefore, following this logic, projects are currently dedicated to providing zkVM underlying frameworks, ZK Oracle solutions, ZK Bridge cross-chain solutions, and 'chain abstraction' public chain application solutions are all part of this wave of 'chainification' narrative trend.

Above

When the series of solutions providing 'chainification' capabilities for AI Agents, such as TEE + DA + Oracle + zkVM + chain abstraction, mature, then what AI Agents need, such as decentralized distributed computing power, decentralized fine-tuning inference environments, decentralized data sources, decentralized IP communication, and incentives, will truly become a 'necessity'.

To some extent, based on these efforts towards the direction of AI Agent chainification, major AI platform projects such as io, Aethir, Vana, and SaharaAI will also have their place.

Clarifying this logic, how to obtain the true scripture in the chaotic era above DEX, and how to pick treasures in the silence within CEX. No need to say much, there will naturally be clear judgments.

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