Outlook on the AI Agent Landscape: Solana, Base, BSC in a Three-Way Standoff?

Author: Haotian

Several possible "transformations" regarding AI Agents:

1) Solana, Base, and BSC are in a three-way standoff. The entry of BSC into the fray will intensify the further "involution" of the AI Agent track. However, after the first wave of "chaotic battles," there will be a period of adjustment and reshuffling. Once the three-way standoff is established, various factions will produce some heroes of the chaotic era, and competition will further intensify, with winners and losers emerging;

2) The Virtual and ai16z dual engines need to change their "locomotives." After the first wave of barbaric growth, both the Virtual system and the ai16z system have left behind various chaotic phenomena and complex issues. How Virtual will take root after migrating to the Solana ecosystem, and how to streamline the tokenomics empowerment issues of ai16z, etc. Once these problems are resolved, driven by the innovative power of the open-source development community, a brand new "locomotive" pull will be more vigorous, which is worth looking forward to;

3) The status of ai16z as a major commercial IP may be threatened by the new force of Arc. Since ai16z announced its closure to catch up, Arc has been relentlessly pursuing it. Its high-performance Rust framework has repeatedly shown progress, and the early launch of the Arc Forge platform, along with $arc, all testify to Arc's ambition. As for whether the leadership of the Solana ecosystem will change, the market will gradually provide an answer;

4) The deepening of application scenarios for AI Agents poses challenges. @aixbt_agent is currently facing the issue of expanding commercial application scenarios, needing to add new DeFai trading decision-making application breakthroughs beyond information strategies. It can either be modularly combined into other AI Agent matrices or evolve its own commercial product PMF. In short, small AIXBT must quickly prove its capability limits;

5) There may be breakthrough AI Agent applications emerging from the subfields of DeFai and GamFai. DeFai can undoubtedly connect with the mature DeFi infrastructure and large capital volume, allowing AI Agents to have sufficient attractive value assessment dimensions such as TVL, Txs, UX, Fees, and multi-agent collaboration. Similarly for GamFai, how to make the implicit value experiences of AI Agents, such as "interaction and decision-making," intuitively integrated through explicit "game scenarios" is crucial.