币圈又开始进入了主流叙事缺失的混沌状态,热点赛道轮换迅速缺乏可持续性,这是当下最大的困局。 但潜在的主流叙事并没有消亡,而是在孕育。crypto + AI 的垂直赛道叙事是我认为的在孕育中的潜在主流叙事之一。 在我看来,驱动AI 叙事爆发的“三驾马车”:Robotics 的终极叙事、开源AGI 的数据支持和AI 链级infra 的底层支持。 Robotics 叙事的代表项目如 @openmind_agi; 开源AGI 的代表项目如 @SentientAGI; AI 链级infra 的代表项目如 @TalusNetwork. @openmind_agi 和 @SentientAGI 都是热度非常高的项目,@TalusNetwork 热度远不如它们,但同样值得关注。 @TalusNetwork 的核心定位是基于Sui Move 技术栈、专注于为AI 提供infra 的L1。Talus 提供的infra 服务涵盖3大经济层级:工具市场(TM)、代理市场(AM)和代理即服务(AaaS)。 工具/ 代理/ 应用的开发者可以基于Talus 提供的TM/ AM/ AaaS 服务构建不同功能的Talus 代理,满足不同经济层级的需求,并对不同的AI Agents 进行协同。 换句话讲,@TalusNetwork 之于AI Agents,相当于meme 之于meme Launchpad,RaaS 之于Rollup 链。 以上。
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