Five major trends! The tide of combining encryption and AI agents is coming here

Foresight News Five major trends! The combination of crypto and AI agents (+ examples) Author: Evan Compiled by: 1912212.eth, Foresight News Cover: Photo by Pawel Czerwinski on Unsplash AI is the theme of this cycle, and many people firmly believe that this will be a long-term field. On the other hand, there are also many rational critics who believe that the quality of most AI products is currently questionable, and it may take 3 to 5 years for this technology to truly become meaningful. Crypto x AI covers multiple levels. The real technical potential of crypto and AI is mainly reflected in driving better reasoning capabilities through crypto economics, or providing decentralized access to computing resources. This Delphi article is a good starting point for learning the entire technology stack. However, this article focuses on the current development of intelligent agents. Although the underlying technology stack is also undergoing exciting innovations, intelligent agents seem to have attracted the attention of the mainstream crypto Twitter (CT). The following are several major trends that need to be focused on in the development of the crypto and AI agent field at this level: Frameworks + Launchpads: Value accumulation is becoming important, and frameworks may exist in the long run Value accumulation is starting to become important. Why is this the case? To put it simply, why do people hold certain assets? There are two reasons why they trade assets for US dollars: 1. They believe they can sell the asset at a higher price to someone else, as they have captured the narrative shift and attracted new buyers. 2. The asset can generate more cash flow over time. Jez (@izebel_eth) mentioned in his article "Old Coin Bad, New Coin Gud" that the only thing that matters is liquidity. These two reasons reflect two forms of bullish liquidity for assets: - New holders - Token burning mechanisms However, in most cases, we have not yet seen any real token burning mechanisms or token value accumulation. The model of using tokens (such as AIXBT) to use agent terminals is more like staking, rather than traditional value accumulation. This is also why frameworks like Virtuals, AI16z, Zerebro, and Arc have become so popular recently. Virtuals has already accumulated $60 million in protocol revenue. AI16z, which initially focused mainly on investing in DAOs, has become one of the top protocols in this category since releasing details on its upcoming Launchpad and related token value accumulation. Currently, the Frameworks + Launchpad field has become extremely saturated, as many projects have developed based on the halo of early successes. There is also a lot of skepticism in the market about the role of these Launchpads, especially when many agents themselves are useless. However, many frameworks (such as Eliza V2 + Launchpad, Zentients, Arc and its Handshake plan) have not yet officially launched their core products. If they can successfully attract developers and users, they may continue to lead the entire industry. Why frameworks may exist in the long run: Regardless of whether the agents are still of poor quality, the frameworks used to launch the agents will still perform well, as they cater to speculative behavior through product-market fit (PMF). Frameworks and Launchpads allow users to both control the factory and participate in the casino. In many ways, Virtuals has already replaced pump.fun's position in the Base ecosystem. Optimistically, with technological progress, leading frameworks may spawn more advanced agents, and open-source repositories like Eliza may further accelerate this process. Additionally, many Launchpads are also positioning themselves as coordination layers for community coordination and agent-to-agent communication, which may involve some form of value transfer through their tokens. DeFAI: The next wave of agents will prioritize utility and value accumulation, and DeFAI (DeFi + AI) may be the first category to achieve product-market fit (PMF) Most agents are currently just meme coins without any real use. To further develop the agent field, the next wave of agents must be able to execute real use cases for us. The real growth opportunities will come from substantive value accumulation and agents capable of taking action. I believe the next year will be a critical period for the transition from first-tier agents to third-tier agents. We first see this trend manifested in DeFi. In the future, we will see more terminals that allow users to express desired outcomes in natural language or voice, while agents will execute tasks in the background. Existing wallets and protocols will also integrate agents to improve user workflows. Consumer level - entertainment agents, autonomous worlds, and games: Attention-based agents will develop more complex personalities and multimedia interactivity, which may drive the next wave of gaming and metaverse technology.

Foresight News One of the problems facing existing proxies is that they are starting to tend towards homogenization, becoming commercialized and beautified chatbots. While some proxy projects are turning to infrastructure (many projects are already doing so), some are starting to think about useful products or applications, and others may continue to pursue the path of attention tokens. However, the next generation of attention proxies will be more powerful, developing more complex personalities, and providing richer interactivity. This may be achieved through audio-visual representation, or by endowing proxies with 3D images and physical entities. This idea has already seen early attempts, with Jeffy having written about the idea of giving Zerebro a physical body, and some attention-driven KOL proxies launching directly through audio-visual representation, focusing on short-video content like TikTok. Slopfather and Ropirito are two early examples of proxies using video. However, I believe that more proxies will join these features, making them more dynamic. The product-market fit (PMF) in this field will be realized through the consumer layer, as individuals may want to create personalized proxy companions or interact with KOLs. This phenomenon has already occurred outside the crypto space, with thousands of people logging into sites like character.ai to converse with AI character companions, and Google recently acquiring the company for $2.7 billion. Furthermore, these 3D proxies may find PMF on the existing consumer layer, especially in games and the metaverse. Proxies add deeper backstories to the worldview. Imagine an NPC that is a proxy, able to independently carry out tasks and play the game itself, and with a constantly evolving memory and personality. A truly autonomous world in games may be realized through proxies. Proxy Organizations: The Return of DAOs Decentralized proxy organizations are the next evolutionary form of DAOs. Collective or multi-proxy systems are very exciting, as they may be able to coordinate and execute more advanced strategies, similar to managing a company. A heterogeneous group with various types of specialized proxies and models working together may perform better than a single large model. While fully autonomous proxies and collectives may still take some time to realize, the next iteration of DAOs is likely to include interactions between humans and collectives. This will reduce inefficiencies in bureaucracy and lower the cost and time of human execution. In terms of liquidity, the next step is from income-earning proxies to complete income-earning organizations. Verifiable Proxies: Today's Proxies Are Evolving Towards Greater Autonomy and Actual Liquidity Currently, most proxies still require a high degree of human intervention. The next wave of proxies will evolve towards true autonomy, starting with managing their own funds. The product-market fit (PMF) of proxies with crypto is that crypto provides the financial infrastructure for true economic proxies. However, the treasuries of most proxies are not being actively utilized or are managed by human teams. To achieve true economic proxies, proxies must be able to autonomously manage their own funds. This can start to change the behavior of proxies, as economic constraints can be imposed on them, forcing them to pay for their own reasoning costs. This will introduce Darwinism, requiring proxies to earn income to survive. Final Thoughts: We Will See Billions of Proxies on Blockchains, Not Billions of Humans The user experience of cryptocurrencies is inherently unfriendly to human users, but proxies have no such concerns. We will start with human-proxy interactions, but the ultimate form of crypto AI is proxy-proxy interaction, where autonomous collectives of proxies will interact and transact within their local economies. To give proxies economic agency, allowing them to incentivize behavior (pay service fees) and coordinate real-world activities, they need the ability to control and deploy capital. Cryptocurrencies are the home of these proxies - blockchain infrastructure enables proxies to participate in permissionless financial activities. Stablecoins and high-performance L1s are ideal tools to drive efficient, 24/7, global transactions. Beyond meta-narratives and hype cycles, we do have ample reasons to be optimistic about the realization of a fully on-chain proxy economy. Perhaps many real-world use cases, DAOs, and income-earning proxies are closer to fruition than we imagine. Disclaimer: As a blockchain information platform, the articles published on this site represent the views of the authors and guests only, and are not related to the position of Web3Caff. The information in the articles is for reference only and does not constitute any investment advice or offer, and please comply with the relevant laws and regulations of your country or region.