Author: BUBBLE

Editor's Note:

The author first wrote an article about the Griffain and SendAI hackathon on December 13, at which time the Solana hackathon and Griffain's popularity were soaring, causing a wealth effect on Solana. And now, with the AI market exploding across the board, Griffain's market value has reached an all-time high of $480 million today. The SendAI token Send has also returned to a market value of $100 million. In the current era of super-fast evolution of the AI Agent ecosystem, what advantages and progress do Griffain and Send have?

Web3 version of Perplexity, or Solana's App Store?

When we look back on the past of Griffain's founder, we will find that he did not join Crypto from the beginning, but grew up in Silicon Valley for 6 years and accumulated considerable development and sales experience before entering Crypto.

In September 2016, a young man from San Francisco State University pushed open the doors of Uber. And if it weren't for the unexpected, you might never have known him until recently, when the token of the project he founded had a market value of over $250 million on the Solana chain - he is Graffin's Founder, Tony Plasencia.

Unlike other cryptocurrency founders who often hide their personal information, you can easily find any information about him online, and you can still see his views on various social phenomena on Medium until now. After leaving Uber, he participated in and invested in many startups, including Thumbtack, a well-known VC-invested US home service website, and the food ordering platform Ritual.

After many twists and turns, in 2022 he founded his first blockchain project (Underdog Protocol), which, although now appears to be a no-code platform for issuing NFTs and SPL Tokens, was originally intended to raise funds by tokenizing his personal future, with the idea of a Human Agent investment platform. Although this project did not cause a big stir in the market, it was his first step into blockchain entrepreneurship.

His second stop was to develop a platform for launching Blinks tokens and NFTs - Blinkdotfun, during the Blinks ecosystem boom. It reflects the rise and fall of the token value by locking the Sol for buying and selling tokens in the Bonding Curve, and users can share links on X to allow others to directly buy or sell tokens on X, making X his launch platform.

And Griffain, released on November 1 this year, has become Tony's most successful Crypto project to date. He first released Griffain at the Hacking for Agentic Finance hackathon, expressing the vision of turning your ideas into a practical artificial intelligence agent engine. Perhaps due to the accumulation of previous projects, it quickly gained the attention of the Solana ecosystem, including Toly, vvAIfu, Jupiter, and Dialect, who all expressed support or further cooperation to improve the product.

The development of CryptoAI projects is currently very rapid, but also highly differentiated. Basically, the funds are allocated to the upstream focusing on the architecture and ecosystem of AI Agents or the hive systems that can aggregate Agent operations, the midstream with influence on the market attention, and the downstream with real application value AIapps or rapidly maturing data sets.

Griffain, as an All-in-one AI Agent, is involved in the entire upstream, midstream and downstream supply chain. As an integrated AIapp, it does not develop frameworks but acts as a Perplexity-style AI Agent directory, where Griffain can summon the Agent capable of fulfilling the user's requirements when the user makes a request. This will allow it to not only gain attention from the AI Agents launched on its platform in the future, but also directly bridge the gap between developers and users for the functionally produced AI Agents, forming a kind of "SaaS" platform for AI Agents.

Just a few days ago, Griffain introduced the concept of "SAIMP" (Solana AI Message Protocol), a on-chain communication system for AI Agents, which can exchange information such as sender/receiver address, subject, and content. Many experts or users believe that AI Agents do not have self-awareness and are just computational systems, so a communication system for them is quite useless.

But in fact, for the next cycle of AI Agents, the ability to verify all data on-chain is quite important. The Tee architecture can ensure that AI Agents are not manipulated by humans and can act according to their own consciousness. And what SAIMP is doing is to make the communication between AI Agents transparent "public" or verifiable "private chat between Agents". Compared to functionality, the storage and verification of communication information between multi-intelligent agents is a 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 a platform for the upstream and downstream interaction of AI Agents, which can not only shorten the communication cost between AI Agents and humans, but also the function trading and communication between AI Agents can be initiated by this AIpp Store, which is not only the App Store for humans, but also the App Store for AI.

It's just a craze, Solana also has an "official Agent Kit"

If the surge in the token value of SendAI to $170 million when Solana announced the hackathon hosted by SendAI was a reflection of the market's emotional expectations, then the return of Send to a $130 million market value today is the market's true recognition of its AI system's potential.

Those familiar with Send know that when Solana introduced the Blinks concept, he almost replaced the official to showcase 100 uses of blinks on X, and the two components that make up Blinks are Actions and Blinks. Actions provide compliant APIs to quickly complete transactions, execute smart contracts and other operations, while Blinks convert APIs into shareable links that support users to preview and trigger on-chain transactions directly on web pages or social platforms.

So from the technical development perspective, there is no more suitable team to develop the Solana AI Agent infrastructure than the Send team who is familiar with blinks development and application. They have rich on-chain interaction APIs and the experience to connect them with multiple web clients. Their Agent kit not only supports the integration of multiple language architectures, but also supports multi-interaction mode embedding "Dialect's blinks, Send Arcade's games", making the agents using their tools easier to interact with on-chain or social media.

The hackathon hosted by Send AI stopped accepting applications a few days ago, with 427 projects successfully proposing. The Solana Agent Kit was announced just a few weeks ago, and there are already 65 projects developed using the Solana Agent Kit. And after the application deadline, the number of projects using the tool but not participating is countless, and by the end of 2024, the star count of this open source architecture will far exceed that of Zerepy and Coinbase's cdp agent kit.

In this way, from the basic infrastructure "various DeFi projects" that chose Solana for its high throughput and response speed to provide computing power and data sets, to the AI Agent basic tools "Solana Agent Kit, Zerepy, ElizaOS, arc, etc.", to the integrated tools "Griffain, etc.", everything has been prepared. AI Agent developers only need to unleash all their imagination to find usage scenarios that users may have. The basic infrastructure, supply side, and usage scenario channels have formed a complete supply chain closed loop, which is Solana's plot and will also be the most efficient output method for Crypto AI.