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[Web3Caff Research Issue 95 Market Trend Weekly Review: Ethereum Foundation Launches Open Intents Framework, RaaS Protocol AltLayer Introduces AI Agent Solution Autonome, Ethereum L2 Network Metis Announces Move into AI Track]

Web3Caff Research will break down the weekly hot spots in the Web3 market, technological trends, ecological progress, and governance situations... A quick overview of this issue's hardcore commentary (over 8,000 words).

Content link: https://research.web3caff.com/zh/archives/27782

[Financing Project Unveiled: Positioned for High-Performance zkVM, Can Ligetron Propel the Comprehensive Arrival of the Blockchain ZK Era?]

[Market Insight: Ethereum L2 network Metis announces its entry into the AI space. Can its dual-chain architecture and data assetization in the ReGenesis plan break through the bottleneck of AI and blockchain integration and solve the governance dilemma?]

Currently, due to high gas fees and performance bottlenecks, users and developers are continuously turning to high-performance chains such as Solana and Base. Although Layer 2 has significantly expanded capacity, scenarios like DeFi and NFTs are still limited, falling into a homogeneous competition dilemma. Meanwhile, AI technology is developing rapidly but is disconnected from the Web3 ecosystem, primarily remaining in centralized AI interface calls, without solving issues of data rights confirmation and value distribution. Additionally, there are obvious gaps in the data economy field. In the face of these challenges, Ethereum Layer 2 Metis recently launched the ReGenesis plan, attempting to address the stagnation of the Ethereum ecosystem and open up new value layers through technological architecture reorganization, economic model reconstruction, and deep integration with AI. Therefore, this issue of Web3Caff Research's "Market Insight" column will provide you with in-depth analysis and commentary.

[Web3 AI Agent Industry 16,000-word Research Report: A new carrier of capital narrative or a key force for Web3 to break the circle? A panoramic dissection of its basic concepts, industrial context, ecological patterns, risk challenges, and future potential]

AI Agent, as a popular narrative in the Web3 field, is prominently mentioned in multiple industry reports. For instance, VanEck predicts that the number of on-chain AI Agents will exceed 1 million by 2025, while OKX Ventures estimates that the decentralized AI market could reach $18.11 trillion by 2030. Since the explosive growth of the sector in Q4 2024, projects like AI Agent Store, AI Agent NPC, and AI Agent Chain have emerged one after another. Does this narrative really have the potential to break the circle? What core challenges currently exist? To address this, Web3Caff Researcher Wayne has written this over 16,000-word research report, starting with basic concepts to systematically sort out the evolution path of AI Agents in Web3, analyze representative projects, and explore their current status and application prospects, market trends, and legal regulatory issues.

[RaaS Protocol AltLayer Launches AI Agent Solution Autonome, Challenging Network Security Risks of the Entire AI Agent Ecosystem by Expanding its AVS Capabilities]

Currently, AI Agent applications are emerging one after another in the market, with new interactive games and development frameworks continually appearing. However, most rely on centralized computing power and models, with model outputs being uncontrollable and carrying user wallet information. Users cannot confirm whether AI Agent services involve large models or manual manipulation, nor can they ensure that these services are still maintained by developers and have not been maliciously hijacked. To address these risks, the Rollup-as-a-Service protocol AltLayer has launched Autonome, providing Pulse AVS, TEE, and CAR solutions to protect the AI Agent itself, inference environment, and communication between AI Agents, to the greatest extent possible ensuring that the autonomously operating Agent network protects user interests and provides trustworthy services. For this reason, Web3Caff Research's current 'Market Trend Insights' column will present you with in-depth analysis and commentary.

[Financing Project Decryption: The Era of ‘Hybrid Applications’ has arrived, can the hybrid execution network Fluent achieve breakthroughs in cross-VM technology through a unified execution layer + ‘compatibility contracts’?]

A virtual machine (VM) is a computer simulated by software, which is an environment that can run other programs. In blockchain technology, virtual machines provide a sandbox environment for running smart contracts and convert human-readable contract code into machine-readable bytecode. For example, EVM, SVM, MoveVM, and zkVM. However, the emergence of these virtual machines further limits interoperability between blockchains and forces developers to be constrained within the same set of programming languages and development tools. To achieve interaction across virtual machines, Fluent Labs proposes a concept of building a hybrid execution environment. This involves blurring the boundaries between virtual machines, allowing developers to use both Web3 and Web2 programming languages in a unified environment. In this regard, the current issue of Web3Caff Research's 'Financing Project Decryption' column will provide you with in-depth analysis and commentary.

【Market Trend Insights: The Ethereum Foundation has launched the Open Intents Framework. Can it break the cross-chain fragmentation dilemma by reshaping multi-chain ecosystem collaboration?】

The current establishment of the Ethereum ecosystem is based on multi-chain expansion, but this success has also brought new challenges. Users frequently interact across different L2 networks and emerging blockchains, highlighting the fragmentation issue of cross-chain operations. Although Intents simplify user experience through 'declarative interaction,' implementation still faces multiple obstacles. First, the fragmentation of cross-chain infrastructure leads to high integration costs. Secondly, a deeper contradiction lies in insufficient ecological collaboration, causing developers to have to redevelop basic components for improving the Intent mechanism, rather than rapidly iterating based on standardized modules. Against this backdrop, the Ethereum Foundation recently launched the Open Intents Framework, driven by over 30 teams from various fields of the Ethereum ecosystem, aiming to achieve accelerated development of interoperability across the entire ecosystem. Therefore, Web3Caff Research's current 'Market Trend Insights' section will provide you with in-depth analysis and commentary.

【Accelerating Urgency: The Modular Execution Stack Altius Stack is Providing the Core Engine for Parallel Execution Across Various Blockchains】

To address the current issues of network congestion, high transaction costs, and limited scalability faced by blockchains, developers have proposed a parallel execution solution aimed at improving the execution efficiency of monolithic blockchains. The so-called "parallel execution" refers to an optimization of the order of processing transactions on-chain. This concept is no longer unfamiliar; for example, Reddio proposed building a parallelized Ethereum Layer 2, and Monad Labs launched the parallel EVM network Monad. However, not all blockchains will adopt such parallel development solutions. To this end, Altius Labs aims to build an execution framework that is independent of virtual machines (VMs) and can help various blockchains optimize their execution layer through a modular thread execution stack, the Altius Stack.

【L1 Established Public Chain Cardano 17,000-Word Research Report: What Hidden Forces Behind the $27 Billion Market Cap Do We 'Not Understand' After Seven Years of Development? A Comprehensive Breakdown of Its Technical Principles, Upgrade Evolution, Governance Model, Ecological Status, and Development Prospects】

With the arrival of the Plomin hard fork, it marks Cardano's official shift to fully decentralized governance. Thus, Cardano has completed the infrastructure construction roadmap established since its inception. So will the market respond? Does it possess the power to break boundaries? Therefore, this research report written by Web3Caff Researcher Bessie will guide readers through Cardano's seven-year journey, analyzing its academically driven development model, gradually realized governance mechanism, and its explorations in scalability, security, and sustainability. Finally, it objectively presents its current ecological status and future development challenges, helping readers understand this long-term oriented public chain from multiple dimensions, as well as the technological development path and decentralized governance model it represents.

[Market Insight: To promote the arrival of the AI application layer ecosystem, decentralized GPU network io.net launches IO Intelligence]

DePIN, as a rapidly developing niche in the AI wave, collects global idle computing power to provide computing services in a more flexible cooperation model and at lower costs. However, its supply is unstable, task execution involves data transmission and redundancy backup, and the encryption industry’s data security requirements lead to longer execution times, complex deployments, and increased development burdens. With changes in supply and demand in the computing power market, traditional GPU cloud vendors have reduced prices, weakening the cost-effectiveness and attractiveness of DePIN. Meanwhile, the rise of AI applications in the Web3 industry has increased the demand for privacy protection and computing power. Against this backdrop, the decentralized GPU network io.net launched IO Intelligence, promoting the penetration of distributed computing power into downstream applications. Therefore, this issue of Web3Caff Research's 'Market Insight' column will provide you with in-depth analysis and commentary.

[Market Insights: Can Hybrid Execution Architecture and 'Planetary-Level Computing Networks' Drive a New Transformation in Smart Contract Computing Standards? Discussing Nexus's Launch of Layer1 Blockchain]

Currently, blockchain and distributed computing face bottlenecks such as dispersed computing power, inefficient ZKP generation, and high on-chain verification costs, leading to resource waste and high transaction costs, limiting large-scale application implementation. Traditional solutions struggle to balance decentralization, security, and performance. Against this backdrop, Nexus, positioned as a 'planetary-level supercomputer', proposes an integrated technical architecture and recently launched its Layer1 blockchain, attempting to systematically break through bottlenecks through collaborative innovative component design. Therefore, this issue of 'Market Insights' by Web3Caff Research will provide you with in-depth analysis and commentary.

[Financing Project Analysis: Is Plasma, which raised 24 million dollars in financing to build a dedicated chain for stablecoins, triggering new on-chain ecological economic potential?]

Currently, stablecoins have become an important component of the blockchain financial system, fulfilling essential functions such as value storage, exchange medium, etc. With their characteristic of 'stability', stablecoins are applied in various scenarios. However, due to their 'stability', the application scope is limited, mainly used for collateral lending, payment settlement, and asset storage. Additionally, high-frequency trading makes them more susceptible to the throughput bottlenecks of blockchains, driving up gas fees. Against this backdrop, this issue announces financing for Plasma, which aims to build a dedicated blockchain for stablecoins, thus unlocking the on-chain economic potential of stablecoins. Therefore, this issue of Web3Caff Research's 'Financing Project Analysis' column will provide you with hardcore analysis and commentary.

[Market Insight: Can Ultra-parallel Computing Break Through the Ceiling of the Decentralized Storage and Computing Market? Discussing Arweave's Launch of the AO Mainnet]

Traditional decentralized computing platforms are limited by low throughput, rigid architecture, and limited computing power, making it difficult to support high-intensity computing tasks, leading to low smart contract execution efficiency and prominent safety and scalability contradictions. Recently, the decentralized storage project Arweave officially launched the mainnet version of its computing platform AO. The launch of AO provides solutions to the aforementioned bottleneck issues. The AO protocol is a decentralized computing protocol based on the Actor model, operating on the Arweave permanent storage network. Its core goal is to build a single system image that supports unrestricted parallel processes and to achieve efficient inter-process collaboration through standardized messaging. Therefore, Web3Caff Research's current 'Market Insight' column will provide you with in-depth analysis and commentary.

【Challenge of AI Production One-stop Fusion on Chain: Significant Progress for AI-focused L1 Blockchain Kite AI】

When mainstream public chains begin to develop AI as a potential direction, they often encounter similar difficulties: the components of AI applications are numerous (computing power, data, models), AI application development is more complex, and the contribution of AI assets is difficult to determine. These are challenges that traditional smart contracts with fixed logic cannot address. To meet the needs of Web3 AI applications, mainstream public chains either continue to collaborate with traditional AI suppliers to build semi-decentralized solutions, or introduce more co-processors to enhance public chain capabilities for adapting to open-source AI. Additionally, some new Web3 AI projects build new public chain solutions to meet the development needs of new applications, but most are limited to expanding a specific AI element, such as adapting computing power + blockchain or adapting data + blockchain, which only addresses part of the pain points and does not provide developers with a foundational public chain with complete AI functionality. Recently, Kite AI launched a testnet for its L1 blockchain focused on AI, offering a potential answer for AI public chains.

[Funding Project Analysis: The Decentralized Battle in the Security Track, Can the Decentralized Security Layer Drosera be Widely Adopted by dApps?]

DeFi protocols have always been one of the preferred targets for hackers. Although protocol developers usually audit contracts and set up security mechanisms to prevent potential risks, contract auditing largely relies on the capabilities of auditing firms or the completeness of automated inspection tools. Additionally, as DeFi protocols evolve towards modularity and multi-protocols, not all contracts can undergo comprehensive audits, and the performance of security mechanisms varies across different DeFi protocols. In this context, Drosera, which announced financing this issue, has built an automated security protocol serving the Ethereum ecosystem, aimed at helping dApps create monitoring and response tools to enhance the security and responsiveness of protocols. Therefore, this issue of Web3Caff Research's 'Funding Project Analysis' column will provide you with in-depth analysis and commentary.

[General Abstraction L1 Network XION 10,000-Word Research Report: Can the 'General Abstraction' Plan Trigger an Explosion in the Web3 Ecosystem? A panoramic breakdown of its development background, technical principles, ecological status, competitive landscape, and pros and cons challenges]

With the evolution of Web3, how to present a simplified interactive experience to users and developers has become an important exploration direction. In this space, full-chain and chain abstraction projects such as ZetaChain, Near, and XION are conducting in-depth research and exploration. Among them, XION has attracted widespread attention with its concept of 'general abstraction', and its mechanisms such as account abstraction, signature abstraction, Gas abstraction, and payment abstraction are expected to simplify the requirements for various operations on the blockchain. On February 5, the XION mainnet was officially launched, marking the formal implementation of its 'general abstraction' plan. In this regard, this research report of over 11,000 words written by Web3Caff Research researcher Shirley Li will delve into the operational mechanisms behind 'general abstraction' and discuss the impact of this plan on the chain abstraction space.

【Is the RWA Track About to Explode? Discussing Ondo Finance's Launch of RWA Layer1 Blockchain Ondo Chain】

Although blockchain technology provides a foundation for RWA (Real World Assets) scenarios, the design of existing public chains still mainly serves crypto-native assets. High gas fees, limited transaction throughput, and performance bottlenecks make it difficult to support traditional financial scenarios such as high-frequency trading and real-time settlement. While oracle systems can provide some asset price data, they still face issues of insufficient coverage and unsustainable economic models when dealing with the real-time data demands of a vast array of traditional assets like stocks, bonds, and ETFs. In response to the many bottlenecks associated with bringing real-world assets (RWA) on-chain, Ondo Finance officially launched Ondo Chain on February 6. Ondo Chain is a Layer 1 blockchain specifically designed for real-world assets (RWA), attempting to provide a secure and efficient on-chain infrastructure for tokenized securities and other traditional assets by merging the openness of public chains with institutional-level compliance frameworks.

[Market Direction Insights: How Competitive is the PoL Consensus Mechanism? Discussing the Official Launch of the High-Performance EVM-Compatible L1 Chain Berachain Mainnet]

The current blockchain ecosystem faces multiple bottlenecks, restricting technology implementation and expansion. Firstly, EVM compatibility is still incomplete. Although most L1 and L2 chains claim to support EVM, developers still need to adjust their code for different chains, leading to high migration costs. After the Ethereum upgrade, other chains lag in adaptation, hindering the pace of innovation. Additionally, the imbalance in incentive mechanisms has exacerbated liquidity dilemmas, making Total Value Locked (TVL) susceptible to sharp declines and ecological stability fragile. Furthermore, the contradiction between performance and scalability is prominent, as L2 solutions still rely on the mainnet. In this context, Berachain, as a high-performance EVM-Identical L1 chain, adopts an innovative consensus mechanism called PoL, built on the modular framework BeaconKit, aiming to address the key issues faced by the current blockchain ecosystem through unique incentive mechanisms and architectural design. Therefore, the current issue of the 'Market Direction Insights' section by Web3Caff Research will provide you with in-depth analysis and commentary.

[Market Insight: Amidst Numerous Doubts, Discussing the Current Status, Challenges, and Future Development Direction of Ethereum Based on the Latest Article by Co-founder Vitalik Buterin]

Ethereum is facing a dilemma of innovation stagnation and ecological shrinkage. Once a pioneer in blockchain leading the asset issuance boom of 2017 and the DeFi Summer of 2020, it has gradually lost the momentum to produce phenomenal applications or technological narratives, leading to a slowdown in ecological growth and long-term low Gas fees, reflecting insufficient demand and declining activity. Since the transition from PoW to PoS, Ethereum's value support has shifted from computational power and energy consumption to ecological prosperity, but ecological shrinkage has led to reduced demand and ETH inflation issues, undermining its value storage potential. At the same time, L2 solutions have failed to expand the ecosystem due to overlapping functionalities, causing internal divisions and user loss, while public chains like Solana continuously erode the market with their low costs and high performance. Facing internal and external pressures, Vitalik Buterin published an article pointing out the future development direction of Ethereum. Therefore, this issue of Web3Caff Research's 'Market Insight' column will provide you with in-depth analysis and commentary.

【Market Trend Insights: Full-Chain AI Agent L1 Network Artela Launches Mainnet, What is its Competitiveness?】

With the growth of decentralized applications, many mainstream blockchains expose issues such as low throughput and high transaction delays, failing to meet the demands of rapid development. Furthermore, developers face bottlenecks such as insufficient computing resources and poor flexibility, while the complexity and weak support of smart contract and blockchain function expansion make it difficult, especially in the context of the increasing importance of decentralized artificial intelligence. Many platforms struggle to effectively support autonomous and privacy-protecting AI applications. Additionally, the limitations of cross-chain interoperability and modular development also restrict developers' innovation. To address these issues, the Full-Chain AI Agent L1 Network Artela launched its mainnet on January 16, using its unique EVM++ technology, parallel execution, elastic computing, and Trusted Execution Environment (TEE) to provide developers with a more efficient and flexible blockchain environment, as well as open new paths for the integration of decentralized applications and AI on-chain. Therefore, Web3Caff Research's 'Market Trend Insights' column will provide you with in-depth analysis and commentary.

[Financing Project Unveiled: With the support of XION's 'Generalized Abstraction' and zkTLS technology, EarnOS is challenging to reshape the advertising model]

Data privacy has always been a major concern in areas like DeFi and social media. This issue announces financing for EarnOS, which proposes a new data privacy use case, focusing on the digital advertising field. In the traditional Web2 world, digital advertising is often controlled by centralized entities such as search engines, social software, and media platforms. They control user data while also controlling the advertising paths for advertisers. In response to this situation, EarnOS aims to address advertising issues from a 'privacy-first' perspective, allowing consumers to profit from their own behaviors during the advertising process. Therefore, Web3Caff Research’s segment 'Financing Project Unveiled' will provide you with hardcore analysis and commentary.