Base vs Solana: Who can become the hit maker of AI Agent?

Author: Kevin, BlockBooster researcher

The term AI Agents comes from OpenAI's roadmap. Sam Altman divided the capabilities that AI should have into 5 parts. The third step is the AI ​​Agent that will be frequently contacted in the next few years.

What AI Agent can do is autonomous learning, decision-making and execution of tasks. Of course, according to the degree of intelligence and ability, Stuart Russell and Peter Norvig in the book "Artificial Intelligence: A Modern Approach" divided AI Agent into 5 categories. direction:

• Simple Reflex Agents: React only to the current state.

• Model-Based Reflex Agents: Historical states are considered during the decision-making process.

• Goal-Based Agents: Focus on planning and finding the best path to achieve a specific goal.

• Utility-Based Agents: Designed to weigh benefits and risks to maximize utility.

• Learning Agents: Continuous learning and improvement through experience.

So at what level are the AI ​​Agents currently in the market or in the

industry located? What direction is the agent?

OpenAI o1 reaches Level 2 artificial intelligence. Personally, I believe that the current AI Agent in the industry is between Level 2 and Level 3, that is, Level 2.5. This does not mean that agents in the industry have surpassed OpenAI. In fact, web3 Agent is still in the GPT wrapper stage. So why Level 2.5? Because through human or program intervention, let’s call it an intermediary, the combination of GPT wrapper and intermediary forms a form that cannot withstand scrutiny, but has objective initiative. It is an extension of the OpenAI model applied in a certain direction. In terms of what Agent can do, it is the most basic and simple reflective agent. Some of these agents will consider historical status, but require active input. Only by continuously feeding data can the Agent complete learning. This is a passive model training method and is far from reaching the state defined by Level 3. The last three types of Goal-Based, Utility-Based, and Learning Agents have not yet entered the market. Therefore, I believe that the current AI Agent is still in its early stages. It is a fine-tuning of Level 2 general LLM and does not deviate from Level 2 in architecture. So can the evolution to Level 3 be achieved by crypto alone? Or do we need to wait for companies like OpenAI to develop it?

Why can discussing Base or Solana become the narrative center of AI

Agent?

Before discussing how the industry can promote the birth of Level 3 Agents, we should determine which ecosystem has the potential to become a fertile ground for AI Agents. Is it Base? Or Solana?

To answer this question, let's first review how AI has affected Web3 in the past 2 years. When OpenAI first released ChatGPT, protocols in the industry still followed inertial thinking and quickly poured into the infrastructure bubble. A large number of computing power/inference aggregation platforms have emerged, and AI + DePIN infrastructure has also been born. What the two have in common is that they have built a grand vision. This is not to say that grand visions are not good. In fact, Agent can also build such a vision, but it means that in terms of implementation and user needs, such a large infrastructure agreement must be considered. It's not comprehensive. Because the market demand they want to stimulate is far from saturated in the traditional Internet industry, and user education and market education are insufficient. Under the impact of the Memecoin craze, the empty AI infrastructure seems even more empty.

Since the infrastructure is too heavy and too big, it might as well be lightweight. The Agent, which was born out of the GPT wrapper, is efficient and iterative in terms of startup and user access. The lightweight Agent has full potential to create a bubble. When the bubble bursts, fertile ground for new life will appear.

Furthermore, in the current market environment, using Agent and Memecoin to start a project can bring the product to fruition in a very short time. Allowing users to directly gain user experience. In the process, Agent can leverage Memecoin's roadmap to grow the community and achieve rapid iteration of the product, and this iteration is low-cost and fast. Serious AI protocols no longer need to be bound by the heavy old consensus framework. Break the cage, travel lightly, and bombard users with lightweight and high-speed iterations. When market education and dissemination are fully carried out, on this basis, Add bricks and mortar to build the infrastructure for a grand vision. The lightweight Agent is covered with the ambiguous Memecoin veil. Community culture and fundamentals will no longer be contradictory. A new asset development path is gradually emerging, and this may be a path chosen by new AI protocols in the future.

The above discussion answers the potential of AI Agents becoming the core narrative. On the premise that AI Agent can continue to grow rapidly, it is particularly important to choose the right ecosystem. Is it Base? Or Solana? Before answering this question, we might as well take a look at the current status of serious Agent protocols in the market.

The first is Arweave/AO: PermaDAO mentioned: AO is designed using the Actor model. Each component is an independent agent and can operate in parallel, which is highly consistent with the AI ​​Agent-driven application architecture. AI relies on three elements: model, algorithm and computing power. AO can meet such high resource requirements. AO can independently allocate computing resources to each Agent process, effectively eliminating computing performance bottlenecks.

In addition, Spectral is one of the few protocols based on Agent, and its development direction is text-to-code and model reasoning.

Looking back at an Agent token in the current market, we can find that these Agents hardly use the chain's infrastructure. This is true because all models in the industry, including Agent, are off-chain. Feeding data is off-chain, model training is not decentralized, and the output information is not on-chain. This is an objective fact, because the evm chain does not support the combination of AI and smart contracts, and of course base and solana do not support it either. Next year, we can look forward to the introduction of ao and whether the model can be put on the chain and perform well. If ao fails, it may be that the model will not be introduced until many years after Ethereum, at least not before 2030, or other public chain implementation models will be put on the chain. However, if the architecture and historical resource reserves of ao cannot be realized, the model Upchaining may be more difficult for other public chains.

Currently, there are not many practical use cases for AI Agent tokens. In fact, it is difficult to tell the difference between AI Agent coin and ai Memecoin on Base and Solana. Even though Agent tokens have no particular purpose, why do I think AI Agent coin and ai Memecoin should not be confused? Because I think this is the stage of creating an AI Agent bubble.

Why does Base want to compete with Solana for the dominant public chain

position of AI Agent?

Base attracted a lot of market attention in the first half of this bull market. In the competition for Memecoin's market share, Base had a short-term outstanding performance, such as $BRETT and $DEGEN. But still lost to Solana. I think AI Agent is the next direction for Base to compete, and it already has many advantages.

AI Agent will accelerate the birth of bubbles and create chaos, but in the end users and applications will be left behind:

The birth and expansion of bubbles will attract the market's attention, and this attention will change qualitatively over time. What are the characteristics of such a qualitative change? As market attention continues to increase, a series of user pain points and market gaps will be exposed. When the main contradictions cannot be coordinated, but attention continues to increase, this is the moment when qualitative change is born. When the qualitative change is completed, the accumulated users and applications can undertake the grand vision. This is something Memecoin cannot and does not intend to do, which is why I think that although Agent and Memecoin are currently vague, they should never be confused.

Before the qualitative change occurs, the bubble will be born with all kinds of dramas. For example, the number of agents will increase exponentially, and thousands of agents will be squeezed into the user's sight. How to squeeze? Agents can access social media such as

Immediately afterwards, the rapidly iterative Agent was able to complete on-chain transactions, and a group of Vikings broke into the dark forest. Panel protocols currently on the market, bots in TG groups, and Dune panels will all be invaded by Agents. Indicators familiar to users will be manipulated by Agents, such as transaction volume, number of addresses, chip distribution, simulated banker behavior, and on-chain data may require more professional Only by cleaning can the value be reflected, otherwise you will be deceived by the Agent and plunder your wealth like Viking pirates.

If the market can reach this stage, then the new era of AI Agent will be half successful, because "attention is value" will allow Agent to enter the market. This potential comes from:

Powerful distribution capability: Agent generates enough topics, such as Goat, etc., and the stable distribution path can be copied.

• Ease of deployment: Agent deployment platforms will also explode. Zerebro, vvaifu, Dolion, griffain and Virtual. Users need to know any code to build Agents, and the UX of Agent deployment platforms will also be optimized in the competition.

• Memecoin effect: During the startup stage, Agent tokens do not have a suitable business model and token use cases are minimal. Wearing the veil of Memecoin can quickly accumulate a community and keep the startup success rate high.

• The upper limit is extremely high: OpenAI's Level 3 Agent is still under development, and if even the giants cannot quickly launch a product, its market space must be huge. The lower limit of Agent is Memecoin, but the upper limit is an autonomous advanced agent.

• Low market resistance: Agents headed by Goat can build a large audience. Agents are different from AI infrastructure. Users are not disgusted with it. When users are not disgusted with it, they are fully likely to start paying attention to it.

• Potential incentives: Agent's token use cases have not yet been developed. If Agent introduces a points system and strengthens incentives, it will be able to accumulate a large number of users.

• Iteration potential: As mentioned above, Agent is lightweight and can achieve rapid iteration of products. This objective ability to iterate can create products and content that are increasingly attractive to users.

Therefore, AI Agent can become the core narrative and a battleground for military strategists.

Why does Base have the potential to compete with Solana?

Base With the strong support of Coinbase and North American capital, the Base ecosystem has experienced explosive growth in 2024. Capital inflows surpassed Solana in November and have surpassed Solana by a wide margin over the past seven days.

If ETH can continue to break through the ETH/BTC exchange rate pair next year, the spillover effect of ETH season will have a significant impact on Base. Currently, 23% of ETH outflows are to Base, and this figure is still rising.

AI Agent Launchpad Mapping

Virtual

The V1 phase mainly focused on model training, data contribution and interactive functions, while in the V2 phase, Virtual launched a token incubation platform for AI agents. The landmark update was fun.virtuals released in October.

Among them, LUNA has developed into an "independent entity" with independent identity and financial capabilities. In this process, LUNA and Coinbase's roadmap fit in, with the latter providing powerful technical tools and support to help implement AI agents on Base.

AI agent technology performs well in brand building, especially in the creation of cultural brands. Through AI agents, brands can interact with communities more efficiently. This includes simplifying interactive tasks and flexibly distributing rewards to improve user stickiness and brand recognition.

It is worth noting that all AI agent transactions only support the use of native Virtual tokens. Virtual tokens absorb the value capture of the entire ecosystem and become an important pillar of ecological development.

Virtual focuses on improving product functions, using AI tools to empower users, and building a bridge between Web2 and Web3. It emphasizes "use value" rather than "hype hot spots". Although its tool-based products are frequently used in practical applications, they lack the spread effect that cryptocurrencies usually have, which is also a shortcoming of the V1 stage.

Clanker

"Issuing coins immediately after posting" lowers the threshold for token issuance and attracts a large number of users to try it. People are rushing to @Clanker. This phenomenon is similar to the operation of letting AI summarize video content in social media; but the difference is that content release here is directly transformed into asset issuance.

How does Clanker work?

TokenBot (ie Clanker) will deploy the Meme tokens on Base into the unilateral liquidity pool (LP), and the liquidity will be locked. Token issuers will receive the following benefits:

• 0.25% of all Swap fees.

• 1% of the total supply of tokens (unlock period is one month).

Users can check the number of tokens deployed or create their own tokens through the clanker.world official website.

Unlike PumpFun, which issues tokens through the bonding curve on Raydium, it will charge a 1% transaction fee and a fixed fee of 2 SOL during the period; Clanker does not adopt the bonding curve model, but charges a 1% fee through Uni v3 transactions. as income.

AI Agent Layer

AI Agent Layer is a platform within the Base ecosystem focused on creating AI Agents and Launchpads. It was officially launched on November 18. Before the release of the platform, AIFUN Token was first issued on November 14 and has been listed on exchanges such as MEXC and Gate. The current price is $0.09 and the market value is approximately $25 million.

Creator.bid

Creator.bid started out as an AI platform focusing on digital content monetization and ownership. In April this year, the platform completed a new round of financing.

On October 21, Creator.bid announced the official launch of the Base mainnet, enabling one-click creation and publishing of AI Agents, providing content creators with new tools and profit models.

Simulacrum

Simulacrum is built on Empyreal. Transform platforms like Twitter, Farcaster, Reddit and TikTok into blockchain interaction layers. Users can implement on-chain operations, such as token transactions or tip payments, through simple social media posts.

Simplify complex blockchain backend operations using technologies such as account abstraction, AI agents, intent-driven and language models. Make DeFi more accessible to ordinary users.

vvaifu.fun

Similar to Pump.fun, users can easily create AI Agents and their associated tokens. AI Agent can be seamlessly integrated with social platforms such as Twitter, Telegram and Discord to achieve automated user interaction.

Dasha is an AI Agent created by vvaifu.fun. It has an independent Twitter account, Telegram channel and Discord community. All operations and management are completed by AI.

Top Hat

Top Hat can not only interact with users through text, but also understand and process image content. When a user sends an image, the AI ​​agent can “understand” its content and respond.

Griffin

With a trainable AI Agent platform, Griffin has launched 1,000 trainable AI agents, demonstrating the future potential of smart contracts and automated transactions.

Disclaimer: This article/blog is for reference only and represents the personal views of the author and does not represent the position of BlockBooster. This article is not intended to provide: (i) investment advice or investment recommendations; (ii) an offer or solicitation to buy, sell or hold digital assets; or (iii) financial, accounting, legal or tax advice. Holding digital assets, including stablecoins and NFTs, is extremely risky, with large price fluctuations, and may even become worthless. You should carefully consider whether trading or holding digital assets is suitable for you based on your own financial situation. Please consult your legal, tax or investment advisor if you have questions regarding your specific situation. The information provided herein (including market data and statistics, if any) is provided for general information purposes only. Reasonable care has been taken in preparing these data and graphs, but no liability can be accepted for any factual errors or omissions expressed therein.