Author: Haotian

As the last strong backbone of the AI ​​Agent on the previous wave of chains, it even accelerated its decline after sending out a large "good news" of V1. It is incredible. However, in a fragile Crypto market that urgently needs external positive stimulus, "favorable" similar to blueprint planning seems not enough, but will it be interpreted as falling short of expectations? Anyway, let me tell you what I think after reading arc V1 litepaper:

1) From Rig as the underlying basic framework of Rust to its catch-up with #ai16z to launch Launchpad first, $arc's technical fundamentals have always been relatively solid and stable, which is probably the key to its ability to reverse the world many times when the entire AI Agent market is in turmoil.

But as I said in my previous article analyzing manus, web3 AI Agent has always lacked the innovation-driven analogy to web2 AI Agent. Many AI Agents are immersed in some outlined illusory visions, which has caused the market's expectations of web3 AI Agent to be frustrated.

So it is not just arc, but the overall market value of AI Agent on the chain has been sharply reduced recently, and a new hope is urgently needed to be nurtured on the chain. Therefore, I think the problem with arc itself is not big, but it is a bit difficult to make a single project break through the downward trend of the overall track at this stage;

2) The core feature of arc V1 is a "AI Agent application store" called Ryzome, which can connect to web2 and web3 AI Agents at the same time. To be honest, at a critical period when manus was very popular, Arc's launch of Ryzome was really a bit of a hot topic. But if you understand the architectural concepts and specific measures behind Ryzome, you will change your view.

Ryzome's overall design architecture follows the concept of interoperable protocol layer used by web3, which is equivalent to building a blockchain multi-chain architecture similar to Cosmos. Ryzome is its IBC relay chain interoperability protocol to realize the interoperability of different blockchains. So Ryzome said that his goal is to connect web2 AI Agent and web3 AI Agent.

In Ryzome's core technical architecture, there is an Anthropic model context protocol (MCP) equivalent to a translation machine in the field of AI. Compared with the Cosmos architecture, it is equivalent to a set of webAssembly (WASM) bridge function, which allows agents using different API interface services to achieve interoperability.

The white paper says that this is similar to AI HTTP, which allows AI agents running on Nation, Slack, and Google Calendar to seamlessly access the Ryzome system. In particular, many AI agents of web2 are basically "data silos" affected by its centralized server architecture. The MCP "compiler" can also use web2 AI Agents realize data connection, build a unified standardized interface and communication language for them, eliminating the obstacles to cross-platform collaboration.

Overall, except for the name definition of "application store", Ryzome has a bit of a price reduction, other frameworks and concept designs are quite in line with the concept of interactive communication of multiple AI agents in the future. Even if you criticize arc for only relying on concepts, it would not be bad to be able to use such a complete architecture within one or two days of manus launch?

3) Regarding the subsequent application scenarios of Arc tokens, the white paper mentioned that arc will become the main fuel of the Ryzome ecosystem and drive the operation of the entire system. It means that as long as web2 and web3 AI is Agent uses this set of standards to generate interaction, and its transaction fees will be settled by arc.

It means that if the agents of web2 want to interact, arc also needs to use arc as fuel. After reading the multimodal execution agent built by manus, everyone realizes that the agent will definitely move towards the era of large-scale collaborative applications in the future. In this context, arc has given a set of standards and frameworks with its own token model incentives, which is actually quite Make Sense.

Above.

I really don't want to talk about the issue of why there is no price support under the big drop trend. In fact, in the long run, web2 AI Agent and web3 Is there a need for interoperability, what will support the ecosystem after Agent interoperability, and whether the trend of the AI ​​Agent track will continue in the future. Think about this, and then objectively look at the above analysis, and make senseExplain what I am expressing.

In the Fomo period, no one cares about technology and operation and maintenance fundamentals. It is understandable that during the market decline, if the technology and operation and maintenance fundamentals are of no use, then we can only enhance the confidence of those who believe it!