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Haotian | CryptoInsight
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独立研究员| Researcher | 以技术和商业视角解读区块链前沿科技 | ZK、AI Agent、DePIN ,etc | 硬核科普 | Previously：@ambergroup_io | @peckshield | DMs for Collab ｜ 社群只对Substack订阅会员开放
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Haotian | CryptoInsight
12-11
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Let's talk about @SurfAI securing $15 million in funding: 1) Let's start with the basics. Surf appears to be an AI assistant designed for Crypto investment research personnel, covering many scenarios in the Crypto field such as investment research, trading strategies, and airdrop tutorials. The problem it aims to solve is simple and straightforward: package up all on-chain data, whale tracking, KOL sentiment, technical indicators, and so on, and let AI generate a structured report for you all at once. What might take a professional analyst several hours to accomplish, AI can do in just a few minutes. The key point is that it integrates many native Crypto data sources, including 40+ public chains, 100,000+ KOLs, and 200+ technical indicators. This breadth of reach for the Crypto vertical market is an advantage that other general Web2 AIs such as GPT and Claude do not have. 2) Interestingly, its market validation was remarkably rapid. Within just five months of its launch, it had penetrated 80% of leading institutions, achieving a monthly growth rate of 50%, and its ARR had reached millions of dollars. This demonstrates that products like Surf truly meet market demand and have been validated by the market. In the current sluggish market, the fact that Pantera led the investment, with Coinbase Ventures and DCG also participating, speaks volumes. It's clear that VCs are more optimistic about the commercial potential of AI in vertical scenarios. Perhaps crypto-based vertical tools and services have an advantage in terms of monetization and scaling speed? 3) But I'm more interested in the timing and other potential possibilities. Currently, the x402 track has given Agent Payment a huge narrative expectation; a large number of agents will gradually have the ability to make payments. However, they actually lack a comprehensive "central brain"for the crypto. What if Surf could API-ize its comprehensive research capabilities in the future, allowing other agents to call them directly? Then it will be more than just a B2B research tool; it could potentially evolve into a "data infrastructure" for the AI ​​Agent ecosystem, serving not only people but also agents. With the convenient payment channel of x402, its commercial potential will increase by another order of magnitude. Note: I've been using SURF for research, and it's been quite helpful in aggregating information sources, reducing data and content noise, especially in generating systematic knowledge and reports. Those interested can give it a try. http:/asksurf.ai/?r=D98F3B4D71... twitter.com/tmel0211/status/19...
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Haotian | CryptoInsight
12-06
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From a certain abstract perspective, the emergence of "charity fraud" and "kissing scandal" can actually be regarded as an "industry contribution". This sounds ironic, but upon closer examination, it's truly remarkable that the crypto has launched a rare, unified collective action calling for moral conscience, advocating for ethical conduct, and condemning unscrupulous and vulgar hype. It's important to understand that in a brutal industry where project teams engage in rug pulls, exchanges use vulgar methods to attract users, VC coins exploit users with high FDV (Fulfillment by Value) and market makers blatantly manipulate the system, everyone has long accepted the PVP jungle law that "making money is justice" and "the fastest runner wins." This reminds me of the era when Tencent proposed "Technology for Good." At that time, the mobile internet was growing wildly, with incidents such as the Didi Chuxing hitchhiking service's heinous murder, the addiction of minors to the game Honor of Kings, the constant stream of counterfeit and vulgar information on Pinduoduo, and a large number of P2P companies running away with funds. The entire internet industry was facing an anti-monopoly public opinion crisis and high regulatory pressure, and had reached a crossroads where it had to reflect on itself, save itself, and redeem itself. At that time, the entire internet industry realized that if it did not establish some kind of value bottom line, the foundation of trust in the entire industry would completely collapse. Fortunately, Tencent, as a leading internet company, stepped forward to guide "technology for good." As we all know, the result was that the phrase "technology for good" did not stop the giants from promoting commercialization, but it did get rid of the barbaric products of that era of relentless competition and "making money on your knees." In the current Crypto industry, we may not talk about metaphysical ideals such as decentralization, censorship resistance, and financial freedom, but it is undoubtedly time to call on the entire industry to "use crypto for good"!
Haotian | CryptoInsight
@tmel0211
12-05
和很多Crypto从业者聊天发现，不管二级市场如何，大家对行业的“信心面”都已经悲观到极点。如果用四个字概括，Crypto行业当前困境中的“罪与罚”，一定是：共识分裂。
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Haotian | CryptoInsight
12-05
The x402 protocol, as a major narrative in AI agent payments, has become a highly sought-after commodity. While others are still researching AI agents automatically swiping cards to purchase API services, @openmind_agi has already planned to enable androids powered by NVIDIA Jetson Thor chips to autonomously navigate the real world while completing real-time payments via the x402 protocol. Why is this noteworthy? OpenMind, a leading project in the robotics field, has secured over $20 million in investment from Pantera Capital, Coinbase Venture, and Amber Group, focusing on building decentralized intelligent infrastructure for robots. It's worth noting that its BrainPack system, powered by the NVIDIA Jetson Thor chip, provides next-generation autonomy for humanoid and quadrupedal robots, enabling them to navigate, recognize scenes, and handle complex tasks in real-world urban environments. With this deep collaboration with Circle, OpenMind has one goal: to enable robots to complete hundreds or thousands of instant, reliable, cross-chain payments per second while performing physical tasks. Looking at their GitHub design, they have indeed made some improvements and adjustments to the x402 protocol: for example, they strengthened payment security mechanisms to prevent robots from encountering payment fraud while performing tasks, ensuring fund confirmation within 2 seconds; they also introduced a batch processing solution, using Gateway off-chain technology to allow robots to execute millions of micro-payments without waiting for blockchain confirmation each time, with final unified settlement. Of course, before the widespread adoption of x402 in virtual AI Agent applications, real-world robots already possess such convenient payment capabilities. Imagine: a delivery robot performing tasks on the street, purchasing map navigation APIs, weather data, and traffic information services in real time; an inspection robot autonomously paying for cloud computing power to process visual recognition; multiple robots automatically settling collaborative service fees through the x402 protocol... Compared to the technical difficulty of virtual AI Agent payments, this undoubtedly adds another level of challenge. Payments between virtual agents can tolerate some delay, but robots performing physical tasks must be "instant, reliable, and high-frequency." Importantly, OpenMind's exploration of the x402 payment protocol was publicly mentioned by the CEO of Circle. This also represents a certain level of support from Nvidia, coupled with the fact that their partner, Unitree Robotics, is preparing for an IPO at the end of the year. We'll then have a clearer understanding of the value the x402 payment protocol will bring to the robotics field. twitter.com/tmel0211/status/19...
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Haotian | CryptoInsight
12-05
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Conversations with many crypto professionals revealed that regardless of the secondary market, public confidence in the industry has reached an extreme level. If we were to summarize the current predicament of the crypto industry in four words, it would be: a split in consensus. Upon closer examination, the current cryptocurrency cycle since 2023 has seen significant changes in its overall environment, with many new rules emerging and many old empiricisms and survival methodologies being overturned. The reason boils down to one thing: new forces are constantly attempting to "redefine" the old order. 1) MEME Coin's industrial production line asset issuance is redefining VC Coin; 2) BN allows bull markets to occur within BSC's internal trading strategy, which is redefining exchanges; 3) KOLs are redefining media and venture capital by leveraging traffic and attention dividends; 4) Quantitative algorithms are redefining market makers (MMs) by leveraging liquidity management and initiative; 5) Trader is redefining Degen culture with its pure speculative value of zero value for Altcoin; Of course, the old order was destined to be broken, but breaking it in such a radical and divisive way forced the entire industry to mature at a huge cost. The "difficulty" felt by every Crypto Native is a direct manifestation of the violent clash between old and new consensuses. Even more frightening is that a grand Crypto vision, which originally required the joint efforts of Builders, VCs, exchanges, media, and communities to maintain, is gradually disintegrating amidst continuous fragmentation, draining of resources, and alienation. This market evolution may not be right or wrong. But for the Crypto industry, which relies on consensus to build its success, the future is uncertain if it loses its unified underlying consensus.
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