Opportunities of AI + Crypto Integration | Q&A

1 From a technical perspective, can chain abstraction solve the fragmentation problem?

In my personal understanding, as long as liquidity is not on a single blockchain (including second-layer scaling), it will physically create fragmentation of liquidity, which seems to be something that technology cannot solve.

The so-called fragmentation problem that chain abstraction addresses seems to refer more to user experience. Chain abstraction allows users to operate without cumbersome cross-chain operations through various internal processes, completely ignoring which chain the required liquidity comes from, and even perceiving it as a regular internet operation, thus not sensing the fragmentation of liquidity.

This is somewhat like withdrawing cash from a bank in our daily lives.

We can use a withdrawal card from Bank A to withdraw cash at any ATM of Bank A, without needing to go to the branch where the card was issued—this process is handled through the bank's internal system. Therefore, we feel that Bank A is ubiquitous; no matter which ATM we go to, their liquidity is "unified."

2 Will there be a CRV chain?

Perhaps there will be; the current trend is that more and more institutions, regardless of whether they have a use case, are eager to launch their own second-layer scaling solutions.

It's not easy to innovate now; if you don't do anything, you'll be criticized, and creating a second-layer solution has no barriers, no risks, and can stabilize the community, making it seem like the project team is still active—it's a task that has "no merit but some effort."

Recently, another centralized exchange, Kraken, is also preparing to launch its own second-layer solution, and this momentum is unlikely to slow down in the short term.

3 Is there an opportunity for AI this round?

Earlier, I saw many so-called AI + Crypto projects that were not reliable, and those that were somewhat reliable had prices that were too high, so at that time, I didn't have much hope for this sector.

However, recently several projects that combine AI agents with the crypto ecosystem have shown me a glimmer of hope.

In these projects, although AI did not directly participate in the technical design of the crypto projects, it played a significant role in other aspects (such as operations, financing, economic model design, etc.), contributing to the development and growth of crypto projects, and serving as a good way to combine AI and Crypto.

Moreover, AI has been advancing rapidly recently; one company has developed an AI agent that can mimic human behavior and operate applications, which makes me more confident that AI agents are an application that can be realistically implemented soon. This application is likely to play an important role in the crypto ecosystem.

So I will closely monitor the development in this direction.

Additionally, with the rapid development of AI, I am also looking forward to whether other AI applications will quickly materialize and integrate with the crypto ecosystem in the near future.

AI has already produced many impressive applications at this stage, so I maintain an open attitude towards the AI + Crypto direction, but I cannot definitively say whether there is an "opportunity."

4 Why does the Ethereum Foundation frequently sell ETH?

Vitalik recently explained this behavior of the foundation, stating that it is to maintain daily expenses and operations.

I generally do not pay much attention to the Ethereum Foundation's buying and selling of ETH; I am more focused on their statements regarding the future development direction of Ethereum and their plans for subsequent development.