The theme of the crypto world this week is still falling. BTC once fell below $78,000, paying tribute to the "black swan" of March 12, 2020. In addition, there are some news worth paying attention to. Binance received equity investment from the successor of the UAE, which gave it a chance to breathe; in the era of Trump's White House Crypto Gala 2.0, it only hoarded but did not buy, but the family's WLFI project earned 550 million US dollars through token sales, making a lot of money; the traditional financial sector was not to be outdone, and the US stock market experienced the largest single-day plunge in three years, and the BIG7 technology giants all experienced a collapse-like decline. The author is full of copycats, and the money he earned from working hard for a year has been returned to the market. Even the latest narrative-sealed AI track is not immune. However, after calming down and reviewing and analyzing, there will definitely be several projects in the AI + Crypto track that will dominate the subdivided track in the future. After a long period of observation, I boldly make the following conjecture that one of the four kings of Crypto + AI may appear here.
1. ElizaOS: The “ultimate operating system ” of the Web3 automation empire
Technical highlights
• **Modular architecture**: Supports developers to customize AI agents without modifying core codes, achieving “Lego-style” functional expansion.
• **Hierarchical Task Networks (HTNs)**: Decompose complex goals into dynamic execution chains and apply them to scenarios such as DeFi arbitrage and DAO governance. The annualized return of a single strategy can reach 300%.
• **Cross-chain unified layer**: seamlessly manage multi-chain assets, and event-driven architecture achieves millisecond-level response.
Market performance
• The ecological project AI16ZDAO manages over US$25 million in assets, and the Solana sidechain TPS exceeds 100,000.
• The number of GitHub stars exceeds 7,000, attracting more than 60% of Web2 developers to switch.
challenge
• The efficiency of multi-agent collaboration is insufficient, and delays in complex tasks can reach minutes.
• Reliance on external large models limits local optimization capabilities.
Swarm AI : The “swarm revolution” of collective intelligence
Disruptive Innovation
• **Swarm Node Network**: 45 million agents collaborate in parallel, with a medical diagnosis error rate 90% lower than that of humans.
• **Hybrid Stream Model (SSM+MoE)**: The training cost is only 1/20 of GPT-4, and its enterprise-level customers include JPMorgan Insurance Automation.
• **Cross-chain memory library**: realize long-term context tracking and knowledge reuse to support complex insurance claims processes.
Market Game
• The token $SWARMS plummeted 35% due to speculative bubble, but enterprise subscription revenue grew 200% against the trend.
• Collaborate with Avalanche to customize virtual machines and optimize swarm scheduling efficiency.
Hidden worries
• Node congestion leads to collective failure of medical agents.
• Corporate customers refuse to go on-chain due to privacy issues, which conflicts with the Web3 vision.
3. BNKR: The “Musk Effect” of Socialized DeFi
Outbreak Logic
• **AI coin issuance machine**: Deeply bound to Musk’s Grok, it independently creates tokens such as DRB and GRK, with a single-day increase of more than 1000%.
• **Social terminal integration**: Natural language interaction is achieved through platforms such as Farcaster and X, processing millions of user requests per day.
• **Multi-token economy**: $BNKR (governance), $TN100x (staking), and $CLANKER (ecosystem) build a revenue flywheel, with TVL exceeding US$140 million.
Data performance
• The market value of the token $BNKR soared 756% in 3 months, and the market value of $CLANKER peaked at US$140 million.
• The airdrop mechanism attracted over 200,000 community developers, with transaction fee income exceeding US$18 million in a single month.
Risk Warning
• After the interruption of cooperation with Grok, the ecosystem growth was sluggish and the token volatility exceeded 300%.
• The development of high-level DeFi features is lagging behind and relies on meme narratives.
4. Vana: The “Noah’s Ark” of Data Sovereignty
Core Values
• **Data DAO Revolution**: Users share profits through data pools such as Reddit and GPT, with staking APY reaching 273%.
• **Double insurance for privacy computing**: zero-knowledge proof (ZKP) + trusted execution environment (TEE), received over US$25 million in investment from Coinbase and Paradigm.
• **Tokenized data assets**: Convert unstructured data into DLP tokens and create a “data derivatives” market.
Ecological Progress
• CZ serves as an advisor, and YZi Labs makes a strategic investment to promote the mainnet launch.
• The data liquidity network covers sensitive areas such as health and finance, and the volume of compliance data calls increased by 400% month-on-month.
Bottleneck breakthrough
• EVM compatibility limits the training of high-level AI models.
• The legal framework for data rights confirmation is not yet complete.
Future Trends: The Final Speculations of the Four Heavenly Kings
Technology integration : ElizaOS may integrate Swarm's group collaboration algorithm to break through the multi-agent bottleneck.
Regulatory Game : SEC’s allegation of “market manipulation” against AI agent could reshape BNKR’s business model.
Data Wars : Vana’s battle with centralized AI giants like OpenAI is about to intensify.
Energy Revolution : Swarm task compression technology may solve the pain point of high energy consumption of ElizaOS.
Conclusion: Human Propositions in the Age of Proxy Sovereignty
The essence of the competition among the four kings is the battle between the spirit of Web3 and the route of AI centralization. While ElizaOS weaves a modular control network and Swarm gives birth to a technical black box, Vana's data DAO and BNKR's social experiment may be preserving the last spark of "digital sovereignty" for mankind. There are no bystanders in this war - every interaction between you and me on the chain is writing a new constitution for the future economy.
