How to choose potential tokens on CEX?
CEX also has a set of logic for picking treasures along the trend.Author: Haotian
I believe many people feel like they are picking up treasures everywhere when they open DEX, as there are plenty of popular projects with decent technology ranging from 10M to 300M. However, when opening CEX, it’s filled with old narrative projects ranging from 300M to 3B, leaving one with mixed feelings and hard to express emotions. In fact, CEX also has its own logic for picking treasures along the trend; let me briefly share:
1) The current wave of AI Agent narrative is rapidly evolving, from AI MEME ------> standalone AI applications ------> AI Agent Launchpad ------> AI Agent framework standards ------> AI Agent chainification.
Pure MEME has always been about quick hype; standalone AI, due to the need for experience, can dominate the short-term AIXBT market; Launchpad platforms will definitely be consumed by Virtual due to first-mover advantages; frameworks and standards, backed by complex technical logic, have a vast imaginative space but are currently in a chaotic stage; only the direction of AI Agent chainification has a relatively clear path.
2) The logic of "chainification" is definitely not about a public chain jumping out to say, "I can support all AI Agents running on the chain." Such public chains do exist, for example,
@NEARProtocol, ICP, BNBChain, all have this potential. But the problem is that, at this stage, AI Agents are still in the initial stage of MEME-based "asset issuance." They can run AI Agents but cannot stimulate developers' enthusiasm, which is futile.
Therefore, the first wave of "chainification" narratives will definitely come from the ai16z ecosystem series. For example, @focEliza.
3) Moreover, the core point of "chainification" lies in building infrastructure that better accommodates and serves AI Agents for large language models (LLM), such as:
- For AI Agents to achieve autonomous generation of private keys and asset management, they must rely on TEE (Trusted Execution Environment) infrastructure. Therefore, projects that can provide mature TEE solutions will be potential Alphas among the old narratives in CEX. TEE has always been inconspicuous under the competitive pressure of traditional cryptographic algorithms like ZK, MPC, and FHE, but suddenly becomes the core infrastructure of the new wave of AI narratives.
Imagine some small-cap, low-profile, technically solid projects that ride the new trend; they will definitely be potential treasures among many CEX targets (the performance logic of $PHA is just like this; if you recognize the value of TEE infrastructure for AI Agents, the momentum in the TEE track will definitely continue).
- For AI Agents to achieve layered optimization and matching of Memory, the goal must be to build Data Availability (DA) capabilities suitable for AI Agents. Traditional EVM public chains have extended the DA sector with various exciting narratives like Blob plug-in space and third-party DA War.
How to create DA capabilities specifically for AI Agents will also be a focal point of discussion: including how DA block space accurately records effective semantics of LLM context, how character setting plugins interact in real-time with DA blocks, how data in multiple block spaces effectively matches multimodal interactions, and the cost issues of layered storage of data in multiple block spaces (short-term, long-term, working memory, etc.) are all challenges that new DA Builders need to tackle. This is also why focEliza takes DA capability as the core breakthrough point.
- For AI Agents to achieve verifiability in unimodal interactions and trustworthy interactions in multimodal settings, they must rely on public chain-level trusted verification processing. While TEE infrastructure addresses the generation and application of private keys for large models, TEE alone cannot solve the issues of single-point TEE hardware being physically compromised and the consensus verification of TEE execution programs.
In the long run, this will depend on the naturally decentralized node verification consensus and smart contract collaborative invocation environment provided by blockchain.
In other words, a blockchain distributed system with strong consensus will make the intelligence of AI Agents "reliable" and guaranteed. Therefore, following this logic, projects currently dedicated to providing zkVM underlying frameworks, ZK Oracle solutions, ZK Bridge cross-chain solutions, and "chain abstraction" public chain-level application solutions are all part of this wave of "chainification" narrative trend.
Above
When a series of solutions providing "chainification" capabilities for AI Agents, such as TEE + DA + Oracle + zkVM + chain abstraction, mature, the decentralized distributed computing power, decentralized fine-tuning reasoning environment, decentralized data sources, decentralized IP communication, and incentives that AI Platforms need will truly become "essential."
To some extent, based on this effort towards AI Agent chainification, major AI platform projects like io, Aethir, Vana, and SaharaAI will also find their place.
Clarifying this logic, how to extract true insights from DEX in a chaotic era and how to pick treasures from CEX in silence will naturally lead to clear judgments.
