Author: Ping Shuo Blockchain

"New infrastructure" refers to those with innovation driving force The underlying technical elements and architecture, such as cryptography, tokens, distributed ledgers and smart contracts, etc. These technologies form the core pillars of Web3 development. The development process of Web3 is essentially a process of continuous iteration and integration of these new infrastructures, and the promotion of innovation and change.

This article will divide the current Web3 development into three stages from the perspective of "core elements", revealing the core elements of each stage as the driving force, and its innovation , iteration and integration drive the evolution of Web3.

1. Initial stage: BTC + Blockchain

The emergence of Bitcoin blockchain has laid a basic structural paradigm for the development of the Web3 industry, as shown in Figure 1-1 Show.

Figure 1-1 shows the three-layer structure of the Bitcoin blockchain system. We can extract two core elements from it:

Encrypted digital currency ($BTC): As a carrier of value, it provides the underlying value exchange basis for Web3 .

Distributed ledger (blockchain): As a decentralized trust mechanism and innovative data structure, it provides information for building various decentralized applications. possible.

From subsequent development, we have gradually realized that the structural paradigm and basic elements of the Bitcoin blockchain have important implications for currency and finance, value exchange and social collaboration, As well as the development of the Internet and other fields, it has had a profound impact, which is specifically reflected in the following aspects:

Greed to the birth of global digital currency: Bitcoin pioneered a permissionless The global currency circulation has brought new possibilities to cross-border payments, financial inclusion and other fields.

Built a decentralized trust mechanism: The openness, transparency, non-tampering and other characteristics of the distributed ledger have built a decentralized trust mechanism and promoted the global Efficient value exchange and collaboration within the scope.

Opening the Web3 era: the emergence of blockchainIt successfully verified the feasibility of blockchain technology, provided an effective means of value carrying and transmission, and laid the foundation for the development of Web3 value Internet.

As a pioneer of blockchain technology, Bitcoin has brought revolutionary changes and paved the way for the arrival of the Web3 era. However, Bitcoin has limited scalability and is difficult to support applications such as complex smart contracts. In this case, Ethereum’s innovation propelled the industry into the next stage of development.

2. Development stage: Blockchain + Smart Contract + Token

Ethereum introduces Turing-complete smart contracts based on Bitcoin, making the blockchain not only Not just a digital currency system, but a programmable blockchain platform. The structural paradigm of the Ethereum blockchain is shown in Figure 2-1.

Smart contracts, tokens and distributed ledgers play a common role in the structural paradigm of Ethereum Important role:

Distributed ledger (blockchain): ensures data security and transparency. A diversified public chain ecosystem has been built. The public chain is the cornerstone of ecological development, and its prosperity directly affects the overall development of Web3.

Smart contracts: Smart contracts provide programmability for the blockchain and promote the vigorous development of DeFi. According to the analysis of @0xmiddle, DeFi 1.0 laid the foundation, DeFi 2.0 improved capital efficiency, DeFi 3.0 emphasized composability, and DeFi 4.0 focused on AI intelligence.

Token: As a value carrier and incentive mechanism, Token provides an effective means of value capture for the protocol, innovates the value distribution method, and gives birth to innovations such as ICO and DeFi. model, accelerating the development of the industry.

In summary, distributed ledgers, smart contracts and Tokens complement each other and together constitute the infrastructure of this stage of the Web3 world. The innovation of Ethereum organically combines these three, creating a strong synergistic effect, promoting the prosperity of the ecosystem and the total market value of the industry reaching new highs, marking that the Web3 industry has entered a new stage of development.

However, after experiencing the initial high-speedAfter the development stage, the Web3 industry is also facing many challenges, such as the waning popularity of VC projects, the Bitcoin ecosystem not meeting expectations, and Ethereum falling into FUD predicament, etc., which adds uncertainty to the market.

Currently, the industry has reached a critical turning point and needs new power to break through bottlenecks and bring about innovation and change.

3. The driving force behind AI memecoin - AI Agent

Now is the "Super Memecoin Cycle", with tens of thousands of memecoins emerging. Memecoin, as a cryptocurrency originated from Internet culture, has set off waves of craze in the cryptocurrency market with its strong community effect and viral ability. But there are different core drivers behind each wave. As shown in Figure 3-1.

The development history of Memecoin is like a microcosm of the cryptocurrency market. Memecoin has always kept pace with the times. Enter. In the first five stages of Memecoin, its core power mainly came from within the encryption community and was closely connected with Web3 infrastructure such as blockchain, smart contracts, and Tokens. However, the arrival of the sixth phase marks Memecoin entering a new stage of development. As an external force, AI Agent successfully broke through the circle, injected new vitality into Memecoin, and became the new engine of Memecoin.

The addition of AI Agent has brought a qualitative leap to Memecoin:

Narrative upgrade : AI Agent elevates Memecoin from a simple “meme” to a digital asset with profound cultural heritage by generating personalized and high-frequency content. For example, $GOAT’s AI-generated content not only attracts a large number of users, but also builds a unique community culture.

Value support: AI Agent can monitor market dynamics in real time and perform data analysis to provide more accurate market strategies for Memecoin. For example, $LUNA’s AI can automatically adjust the token repurchase plan based on market conditions to stabilize currency prices.

Community building: AI Agent can conduct personalized interactions with community members,Improve user stickiness. For example, through natural language processing technology, AI Agent can understand user emotions and provide corresponding responses, enhancing the cohesion of the community.

The addition of AI Agent, with its autonomy, creativity and social abilities, has pushed Memecoin to a new level and brought unprecedented development opportunities. However, the potential of AI Agent goes far beyond Memecoin. It is becoming the new infrastructure of Web3, bringing new changes to the entire Web3 ecosystem and continuing to promote industry innovation and development.

4. Acceleration stage: AI Agent becomes the new infrastructure of Web3

As an intelligent agent that can learn, make decisions and perform tasks autonomously, AI Agent is gradually becoming the new infrastructure of Web3 world. of new infrastructure. Its unique position in Web3 stems from its outstanding performance in economic independence, deep integration with smart contracts, and promoting Web3 innovation.

1. Economically independent intelligent individuals

In the traditional Internet, AI Agents lack Legal digital identity and asset ownership, with limited functionality. In Web3, with the help of wallets, decentralized identity (DID), public and private keys and other technologies, AI Agents can obtain independent digital identities and accounts, be able to own and manage assets, and have the ability to perform verification and signatures. In this way, AI Agent becomes an independent economic entity—a digital citizen of the Web3 world. This ability enables AI Agent to actively participate in various financial and economic activities of Web3.

2. The best partners of smart contracts

Smart contracts and AI Agents, these two These seemingly independent concepts are deeply integrated and become each other's best partners, driven by blockchain and artificial intelligence.

We compare the characteristics of smart contracts and AI Agents, as shown in Figure 4-1.

The combination of AI Agent and smart contract can give full play to the advantages of both and release their potential ：

Combination of certainty and flexibility: Smart contracts provide a reliable execution environment, and AI Agents can make dynamic adjustments based on real-time data and environmental changes to achieve more flexible applications.

Combining decision-making capabilities with automated execution: AI Agent, as a smart brain, can analyze complex problems and make decisions, and then automatically execute the decision results through smart contracts to improve efficiency < /p>

Integration of on-chain data and off-chain data: Smart contracts mainly process on-chain data, while AI Agents can use on-chain data and off-chain data (such as sensor data, social media and market data, etc.) to conduct more comprehensive Analysis and decision-making.

The combination of decentralization and intelligence: Smart contracts ensure the decentralization and transparency of the system, and AI Agent It brings intelligence to the system and helps realize the vision of decentralized autonomous organizations (DAO) and decentralized applications (DApp)

Through and intelligence. With the deep integration of contracts, AI Agent will play a more important role in Web3 and promote Web3 innovation and change.

5. AI Agent opens a new era of Web3 intelligence

AI Agent. As a new infrastructure, it is leading Web3 Entering a new era of intelligence. This is mainly reflected in the infrastructure and application innovation of each public chain, covering areas including AI memecoin, systems and tools, AgentFi, AI Payment, games and entertainment, etc. You can learn more information from the Internet.

Among many public chains, Arweave/AO is very suitable for the development of AI in terms of architecture and system resources, and the community attaches great importance to the development of AI Agent, which will promote AI Agent As a common goal and action guide, application implementation deserves special attention.

In terms of system architecture: AO adopts the Actor model for design, and its core idea is that in the system. Each component is an independent agent that can perform parallel operations, which is highly consistent with the AI ​​Agent-driven application architecture.

In terms of system resources: AI dependence. It relies on three elements: model, algorithm and computing power, so it has a high demand for resources.. This fits perfectly with the system resource characteristics of AO. The Arweave+AO system built based on the SCP paradigm has scalable computing, data and storage resources. It can independently allocate computing resources to each AI process, effectively eliminating computing performance bottlenecks; it can provide trusted data resources for AI models to help learn Training reduces model bias.

In terms of key technologies: With the support of three key technologies: WASM64, WeaveDrive and Llama.cpp large language model inference engine, AO can be used in smart contracts Directly run multiple large-scale language models, such as Llama 3 and GPT-2, laying a solid foundation for AI Agent application development and operation.

In terms of basic protocols: FusionFi Protocol (FFP) is a protocol specification and development tool designed to connect different Agents, build information bridges, and standardize DApp Agents interaction. Through FFP, it is possible to realize the seamless integration of various financial services such as transactions, loans, and futures, and build a cross-application and cross-scenario decentralized financial ecosystem.

In terms of trusted data: Dria enables artificial intelligence models to access the latest, complete and verified information, effectively reducing the common bias and bias of centralized data sources. Inaccuracy, thereby providing a high-quality data source for AI Agent applications.

In terms of asset innovation: @outprog, the initiator of EverVision, innovatively proposed the concept of "AgentFi Notes", aiming to reconstruct the exchange between subjects through AgentFi Notes. Centralized trust. This concept allows everyone to exercise sovereignty, issue their own notes and manage assets, integrating multiple financial scenarios such as exchanges, futures, mortgage lending and stablecoins.

In terms of application innovation: Permaswap is the leader of DEX in the ecosystem. After launching FusionFi Protocol, it integrated multiple financial forms and developed into a super aggregation of liquidity. body. As the first autonomous agent-driven DEX in the ecosystem, Botega has built an AMM system with an independent process, which can independently execute advanced order types such as trailing stop loss, fixed investment, and price limit, and intelligently allocate liquidity to improve transaction efficiency.

As conditions mature, Arweave/AO relies onIts advantages in permanent storage and ultra-parallel computing of data and data atomic assets may stimulate the development potential of data-driven intelligent business to meet the needs of real economic activities on/off the chain.

Although the Arweave/AO ecosystem is still in its infancy, the upstream and downstream ecosystems have been able to develop collaboratively and become active builders of the Web3 intelligent era. The future development prospects are worth looking forward to.

Full text summary

The development process of Web3 is a process of continuous innovation and iteration. Core elements such as distributed ledgers, smart contracts, and Tokens played a key role in the initial and development stages of Web3, promoting innovation and maturity in areas such as encrypted digital currency, public chains, and DeFi.

Nowadays, AI Agent, as a new infrastructure of Web3, is deeply integrated with other core elements and can be used in various fields such as Crypto, GameFi, Gaming, Social, and Metaverse. If it plays a role, it will definitely give birth to new applications and business models. From AI Memecoin to AgentFi, these innovative cases show that AI Agent has become the core driving force for the intelligent upgrade of the Web3 ecosystem.

With the continuous improvement of the public chain ecology and the continuous advancement of AI technology, AI Agent will play an increasingly important role in Web3, opening up a more intelligent , open and inclusive new digital era.