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Haotian | CryptoInsight
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独立研究员| Researcher | 以技术和商业视角解读区块链前沿科技 | ZK、AI Agent、DePIN ,etc | 硬核科普 | Previously:@ambergroup_io | @peckshield | DMs for Collab | 社群只对Substack订阅会员开放
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Haotian | CryptoInsight
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I saw @dom_scholz post a demo of the OpenClaw 3D visualization interface. This guy used Three.js to create a 3D spatial interface resembling "neurons in a neural network" from the running status of @openclaw. Has the Agent officially moved from the "chat box" to the "vast universe"? How interesting! I suddenly realized something: the dialog box is actually a shackle on the capabilities of the AI ​​agent. In the past, interacting with the agent was like trying to drink the ocean water with a straw; only one line of feedback came out at a time (1-dimensional chat). However, Dominik's OpenClaw 3D visualization directly lays out the complex logic, skill tree, and decision-making path within the agent in a three-dimensional space. Here are a few very hardcore points: 1) Space as Interaction: As Dominik himself said, "spatial interface >> 1-dimensional chat". When the agent's thought process is no longer a series of cold texts, but rather flickers, collapses, and reassembles in 3D space like a nebula, your sense of control over AI changes from "guessing the black box" to "flying a plane". 2) Pragmatism of the technology stack: He mentioned that it was built using Electron + Three.js + a large amount of Prompting. This shows that developers are no longer satisfied with writing scripts, but are building "digital bodies" for agents. Perhaps the UI of the future will no longer be drawn by graphic designers, but will be "grown" directly by developers using AI logic. Amazing; 3) The Soul's Self-Purification: An interesting interaction occurred when someone asked why it deleted http:/soul.md, and Dominik jokingly replied, "It cleansed its soul." This actually reflects a romanticized view of the Agent's independent sovereignty by the developers, making the AI ​​appear more like an independently evolving life form. Following this line of thought, you'll likely agree that future agents shouldn't be confined to Telegram chat windows; they need a space, like this demo demonstrates, to showcase their "logical depth." (An AI version of the metaverse?) Only when an agent's thought process can be visualized like a galaxy can humanity truly achieve "intent alignment" with AI. This isn't just about flashy special effects; this is the self-evolving AI economy building its own unique visual language...
Dominik Scholz
@dom_scholz
visualizing OpenClaw 🦞🎶 x.com/dom_scholz/sta…
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Haotian | CryptoInsight
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It increasingly feels like the infrastructure driving this wave of AI + Crypto narratives is finally "all set." Previously, everyone was obsessed with DeAI, researching decentralized nodes, vying for distributed computing power, and painting a picture of distributed data incentives. The direction was correct, but it felt somewhat misaligned due to unforeseen circumstances. Because, the real catalyst for all of this is singular: the Agentic Economy! The localized agent assistant trend spearheaded by @openclaw is still gaining momentum; stablecoins are gradually breaking down the barriers between TradeFi and the native crypto economy; RWA perfectly integrates active on-chain financial attributes with off-chain businesses, and there are also two promising directions with explosive growth potential: Physical AI and Robotics. The x402 protocol directly shattered the "digital shackles" of traditional subscription models and API keys, driving the arrival of a truly instant, high-frequency, and micro-payment era; while ERC-8004 has injected "soul" into previously fragmented agents, not only providing them with a foundational identity on the blockchain but also solving one of the most intractable problems of the AI era: data sovereignty and value attribution. Of course, @moltbook's agent social network experiment is evolving and iterating at an astonishing pace. So you see, this is already a perfect closed loop: - x402 is responsible for brute force, breaking down barriers (entry point); - Stablecoins act as the native lifeblood, efficiently clearing and settling transactions (settlement); - RWA builds the physical body, mobilizing resources (skeleton); - ERC-8004 is responsible for value attribution, fairly distributing assets (neural network). This grand narrative of AI+Crypto, driven by AI Agents, settled by distributed cryptographic protocols, and supported by asset tokenization, is gradually approaching its realization, possibly faster than anyone anticipates.
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Haotian | CryptoInsight
After reading @ycombinator's interview with @steipete, the founder of Openclaw, I had a profound realization: the paradigm shift in the Agentic Economy initiated by @openclaw and even Moltbook has only just begun: 1) Peter mentioned the moment of epiphany: AI can autonomously analyze file headers, determine the optimal solution, and call external APIs to complete transcription. This isn't pre-programmed functionality; it's AI demonstrating "metacognitive" capabilities. It can understand problems, assess constraints, and choose strategies. This means it has transitioned from an "instruction executor" to a "problem solver." In other words, agents have officially transformed from optional efficiency-enhancing tools into AI assistants that many people will inevitably need, further accelerating their widespread adoption; 2) Peter believes that large models are rapidly commoditizing, with companies taking turns leading, but the gap is narrowing. OpenClaw stores memories locally in Markdown files. This seemingly simple design actually redefines data ownership. Because what is truly irreplaceable is the user's personalized memory: your habits, context, and historical interactions. This actually indicates that the current practice of major companies locking users into the cloud ecosystem is temporary. Once users have passed the initial novelty phase, they will inevitably actively reclaim ownership of their data. 3) Peter boldly predicts that 80% of apps will disappear. The core logic is that current apps are essentially data containers with pre-defined interfaces, while AI agents are intention-driven executors. When you can directly tell AI "I want to stay healthy," it can automatically integrate location, diet, and exercise data and provide suggestions, potentially disrupting the "manual input + visual display" model of fitness apps. Think about it: apps have provided the mobile internet with years of innovation and entrepreneurial dividends; the upcoming Agentic Economy will do the same. The situation where most people perceive the rapid development of AI as merely a game for giants and unrelated to the market's entrepreneurial environment may be coming to an end. 4) Peter predicts an Agent collaboration network where your AI directly makes reservations with restaurant AI and hires other humans to complete tasks. This sounds like science fiction, but the technological infrastructure is already in place. Moreover, what's truly interesting is that we're shifting from "single-point intelligence" (a powerful cloud-based AI) to a "distributed agentic economy" (where each user has their own dedicated AI that can autonomously collaborate). By the way, Peter also mentioned a very interesting detail: besides memory, soul.md imbued the Agent with personality through local files defining core values, making it more than just a tool—a "soul," even a somewhat "arrogant" entity. Isn't this the very "personality" foundation upon which @moltbook was born and continues to expand its innovative gameplay? In my personal summary: AI + Crypto will be a vast arena transcending the boundaries of Web2 and Web3. This is the inevitable result of the Agentic Economy's development following this trend, because once AI becomes distributed, the necessary trusted payments, identities, contracts, etc., are all areas where Crypto excels. It's something to look forward to.
Y Combinator
@ycombinator
02-07
You’ve probably already heard all about OpenClaw (formerly Clawdbot/Moltbot). Now meet the man behind it. YC’s @raphaelschaad sat down with @steipete, the creator of OpenClaw, to discuss the “aha” moment behind the viral personal AI agent, why local-first agents could replace
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Haotian | CryptoInsight
02-06
Seeing that @BNBCHAIN ​​has also launched its own ERC-8004 standard has further solidified my judgment that ERC-8004 is undoubtedly a groundbreaking phenomenon for the Agentic Economy. Because of "identity" and "reputation," the commercial economic attributes between agents can truly unfold. BNBchain's rapid deployment and expansion of mainnet speaks volumes. Let's discuss a few points: 1) The ERC8004 standard will inevitably be rapidly extended to EVM-Compatible chains like BNBChain, because "EVM native friendliness" is etched into its DNA. This gives it high reusability and convenience for horizontal expansion within the EVM ecosystem; it's essentially a native infrastructure based on the EVM ecosystem. This makes its deployment on the BNBChain site virtually "frictionless." The core of ERC8004 consists of three registry entries: "Identity," "Reputation," and "Verification." "Identity" is based on the ERC721 standard and gives the Agent a "chain account book", which turns the Agent from a string of code scripts into an independent entity that can be tracked and located. "Reputation" refers to the reputation score and on-chain record performed on the Agent during the call process. This makes the Agent's credit "programmable," allowing some DeFi protocols to directly read the Agent's reputation score and automatically authorize certain operations. For example, if the Agent's reputation score is >90, it can provide unsecured flash loan without relying on manual review. "Verification" refers to the Agent's audit report, which is ostensibly to prevent the Agent from acting maliciously. However, its greater power lies in the fact that by connecting to TEE (Trusted Execution Environment), ZK Proofs, and other technologies, the Agentic ecosystem can combine the original Ethereum ecosystem's cryptographic verification technology services to achieve more diverse functional expansions. Once these three standards are operational, they are fully compatible with all EVM and EVM-Compatible chains. The difference lies in who can implement and operate these technical standards more quickly within their own ecosystem. 2) Rapid deployment based on EVM-Compatible compatibility is only the first step. The next step is to leverage the existing Agentic ecosystem to truly apply and implement the ERC-8004 technical standard within the ecosystem, thereby achieving large-scale commercial penetration. For example, the ERC-8004 reputation system relies on the agent scoring and recording the results on the blockchain after each service interaction. The credibility of the reputation score depends on the agent's high-frequency interactions. If it is only a few small services, it has no reference value. To be fair, this is actually BNBchain's core underlying advantage in quickly integrating ERC-8004 and getting it running. Although the Ethereum mainnet has significantly increased its Gas Limit and made ordinary transactions much cheaper, the Gas consumption for high-frequency micro-operations at the Agent level is still quite substantial. For an EVM-Compatible chain that focuses on low gas and high TPS, this becomes the first natural advantage. At least it can take advantage of the "cheap" characteristic to quickly implement the technical standard and test the waters to see if the business loop can be run smoothly. 3) In addition, another major advantage is that the EVM-Compatible chain can also incorporate some "private features" on the basis of the original technical standards to meet some customized business needs. For example, BNBChain has tried to introduce BAP-578 and BEP-620. How should we understand this? In the original ERC-8004 standard, the Agent identity is just an ID, but BAP-578 directly encapsulates it into an enhanced NFT asset. This means that a well-trained agent with a high reputation score in a vertical field can be directly traded, leased, or even used as collateral to be integrated into DeFi protocols. Agentic approaches similar to Renthuman's may see faster adoption. BEP-620 is a lower-level protocol-level "identity" standard native to BNBChain. Combined with the "asset" standard defined by BAP-578 and the automatic "payment" standard defined by x402, a complete Agentic business loop can be achieved. Next, let's see what interesting and fun innovative gameplay will emerge. above. Finally, to reiterate the point I emphasized earlier, excellent developers should not miss out on the Agentic paradigm innovation process initiated by ERC-8004, x402, and Moltbook. It's hard to imagine a more compelling narrative in the short term. twitter.com/tmel0211/status/20...
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