Behind the explosion of Phala Network: TEE technology is fully reserved, adopted by ai16z, and AI Agent is in the spotlight at the right time

Many people are puzzled as to why PHA has become so popular for no apparent reason? To put it abstractly, even Phala Network may not have thought about how it suddenly became the Chosen One. Because there are accidents and inevitability behind the explosion of PHA, it is indeed not caused by any conspiracy or conspiracy. There are three key points: TEE technology is fully prepared, ai16z has embraced it, and the trend of AI Agent is at the right time:

1. Phala Network's efforts in TEE technology are "inevitable" to promote this matter. Why do you say this?

Although TEE (Trusted Execution Environment) is not a new concept, it has always been a "sideline" in the mainstream technology narrative of Crypto in the past few years. For example, there have been many high-performance chains competing for the advantages of languages ​​​​such as RUST and MOVE, and there have also been ZK-based chains. The ZK technology trend is the main theme. Encryption technologies such as TEE, MPC, FHE, Blind Compute, etc. also occasionally appear in the differentiated positioning of individual projects, but they are not at the same level as the popular ZK;

In fact, mainstream chains are focusing on the efficiency of "block space" usage (MEV, TPS, Gas, etc.), and ZK technology is only applied to the most basic trusted state changes between layer1 and layer2. More ZK technical advantages in the bottom layer of the zkVM virtual machine, zkSNARKs replacement chain data structure, etc., have not yet been put into use, let alone the achievement of larger-scale Mass Adoption.

The main reason is that the previous technical narratives all pursued a pure "on-chain" environment. ZK is the first step to separate off-chain calculation

• on-chain verification, but the big goal is to serve the "on-chain", and TEE's trusted execution environment is natural It is the “pre-processing” process of the “off-chain” secure enclave environment.

It can serve the chain, which is also the result of the gradual expansion of the new narrative of Pre-confirmation by leading projects such as Unichain and Flashbot. In other words, without combining the chain, TEE is purely a mature technology of web2. Combining the chain can bring wonderful functions such as trusted preprocessing and isolated privacy calculations.

Therefore, people or projects who dare to apply TEE technology to the blockchain field must be able to endure loneliness and at the same time have a unique and wise vision. In this regard, PhalaNetwork does indeed have mature solutions for TEE, there is no doubt;

2. What Phala Network did not expect was that a mysterious customer named "ai16z" suddenly appeared and adopted its own TEE solution. This was the biggest "accidental" factor in PHA's popularity.

After I saw AI-Pool’s official push for AI Agent to issue coins autonomously, I immediately tweeted about the technical interpretation of the TEE solution (TEE allows AI to autonomously manage private keys, in an invisible secure enclave environment) signature application), as well as the historic opportunities that may be created by the cooperation between phala and ai16z. (That’s also an excellent entry point for most retail investors).

Needless to say, ai16z currently has a super commercial IP status in the AI ​​Agent track. AI-POOL adopts Phala’s TEE solution, which means at least two things:

1. Phala’s TEE solution has many mature business cases and was selected by ai16z;

2. Phala’s TEE solution will be the first to take advantage of the big business idea of ​​AI Agent PumpFun, which is an AI-controlled private key currency issuance trend.

If you want to understand this, you will naturally understand what Phala can gain from the phenomenon-level event of AI-Pool and intelligent agents issuing coins independently. It is a very natural logic that when the AI ​​Agent coin issuance trend continues, the private key management and remote authentication services provided by TEE will become "rigidly needed" services, and at the same time, a set of on-chain verifiable consensus adapted to the TEE off-chain environment will As a bonus, it can be said to be the new infrastructure in the AI ​​Agent era.

Therefore, out of PHA, I may not really understand Phala Network, but it doesn’t matter. I think I understand better the market potential and incremental opportunities that AI Agent+TEE and AI Agent+Chain may explode.

3. What really gives Phala Network a sense of support is the currently popular AI Agent narrative. I have pinned a number of articles surrounding the AI ​​Agent narrative to the top of Twitter Profile hiligihts. Friends who are new to me can check out those articles. There are only four words between the lines : "Don't miss it, don't miss it, don't miss it."

Because AI Agent is derived from AI MEME, to the emergence of launchpad platforms such as Virutual and Vvaifu, to individual AIs such as AIXBT and Zerebro, to the emergence of frameworks and standards such as ELIZA and ARC, until old chains such as Phala are brought to the forefront, everything has changed . In the rapid evolution, it is almost beyond everyone’s imagination . Why?

Just one thing, because this is a historic opportunity, the main rise of DeFi Summer level. In this process, the explosion of innovative gameplay, the influx of hot money, the opportunities for information gaps, etc. are destined to remain "hot".

Therefore, I shouted the slogan resoundingly, just hoping that more retail investors can seize the Alpha growth opportunities, and more project parties can get out of the "inability to deliver" dilemma of the old narrative of pure VC coins in the past.

A new narrative tornado has blown up, and its purpose is not just to scatter dust (chicken feathers) on your face when the wind passes by, but to send you to the wind and become that rich little piglet.

By the way, the subtext of this paragraph is, don’t worry about missing PHA, because Phala is just a member of the trend. It is the first to reap the trend dividends. Follow the logic and direction of the narrative evolution that I have sorted out. Please believe that there will be more. More opportunities will arise.