AI x Crypto Dynamic Research

With the development of AI requiring a large amount of computing power, GPUs, stable electricity, and large data centers have become sought-after resources, making data centers increasingly scarce. As a result, many AI companies are directly collaborating with mining companies that have advantages in electricity and facilities, with TeraWulf and Cipher being typical representatives.

Stripe and PayPal are shifting from payment tools to AI business infrastructure, competing to see who can become the default engine for AI transactions.

In the trillion-dollar new market of AI Agents, Ethereum's new story in AI is to build an ecosystem that promotes human freedom, prevents superintelligent agents from going out of control, and simultaneously advances the development of decentralized AI architecture.

The ARK ecosystem and its core product, Arch AI, is essentially an innovation in digital contracts.

AI agents need a playing field without referees. And blockchain, especially sufficiently decentralized blockchains like Ethereum, is exactly that kind of existence.

As hackers begin to leverage AI to scale up attacks, the security shield for Web3 users must also evolve accordingly.

The network needs a brand new "technology-economy" model that allows value to flow automatically.

This research report will systematically break down the principles of AI training paradigms and reinforcement learning technology, demonstrate the structural advantages of reinforcement learning × Web3, and analyze projects such as Prime Intellect, Gensyn, Nous Research, Gradient, Grail, and Fraction AI.

Agentic Commerce is temporarily constrained by factors such as protocol maturity, regulatory differences, and merchant user acceptance, making it difficult to scale quickly; however, in the long run, payment is the underlying anchor point of all commercial closed loops, and Agentic Commerce holds the most long-term value.

Standing at the crossroads of real innovation and financial illusion.