The Endgame Conjecture of the Four Kings of Crypto+AI in 2025

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The Endgame Conjecture of the Four Kings of Crypto+AI in 2025

AI Four Quadrants from dub.sh/xchart

This week's theme in the crypto world continues to be a downward trend, with BTC briefly falling below $78,000, paying homage to the "black swan" of March 12, 2020. Additionally, there are some noteworthy news items. Binance received equity investment from the UAE successor, gaining a bit of breathing room; Trump’s White House crypto gala 2.0 era is all about hoarding without buying, but the family's WLFI project generated $550 million through token sales, making a significant profit; the traditional financial sector is also not to be outdone, with the US stock market experiencing its largest single-day drop in three years, and the BIG7 tech giants all facing a crash-like decline. I have been heavily invested in altcoins, and all the hard-earned profits from a year of effort have been returned to the market. Even the latest narrative of the AI track is not spared. However, upon calming down to review and analyze, there will definitely be a few projects in the AI + Crypto track that will dominate in their respective niches in the future. After a long period of observation, I boldly make the following conjecture: one of the Four Kings of Crypto+AI may emerge from this.

1. ElizaOS: The "Ultimate Operating System" of the Web3 Automation Empire

Technical Highlights

Modular Architecture: Supports developers to customize AI agents without modifying core code, achieving "Lego-style" functional expansion.

Hierarchical Task Networks (HTNs): Breaks down complex goals into dynamic execution chains, applicable in scenarios like DeFi arbitrage and DAO governance, with annualized returns of up to 300% for single strategies.

Cross-Chain Unified Layer: Seamlessly manages multi-chain assets, with an event-driven architecture achieving millisecond-level response.

Market Performance

• The ecological project AI16ZDAO manages over $25 million in assets, with Solana sidechain TPS exceeding 100,000.

• GitHub stars exceed 7,000, attracting over 60% of Web2 developers to transition.

Challenges

• Insufficient efficiency in multi-agent collaboration, with complex task delays reaching minutes.

• Reliance on external large models, with limited local optimization capabilities.

2. Swarm AI: The "Swarm Revolution" of Collective Intelligence

Disruptive Innovation

Swarm Node Network: 45 million agents collaborating in parallel, with medical diagnosis error rates 90% lower than humans.

Hybrid Flow Model (SSM+MoE): Training costs are only 1/20th of GPT-4, with enterprise clients including JPMorgan's insurance automation.

Cross-Chain Memory Bank: Achieves long-term context tracking and knowledge reuse, supporting complex insurance claims processes.

Market Dynamics

• The token $SWARMS plummeted 35% due to speculative bubbles, but enterprise subscription revenue grew 200% against the trend.

• Collaborated with Avalanche to customize virtual machines, optimizing swarm scheduling efficiency.

Concerns

• Node congestion led to collective failures of medical agents.

• Enterprise clients refuse on-chain solutions due to privacy issues, conflicting with the Web3 vision.

3. BNKR: The "Musk Effect" of Socialized DeFi

Explosive Logic

AI Token Minting Machine: Deeply integrated with Musk's Grok, autonomously creating tokens like DRB and GRK, with daily increases exceeding 1000%.

Social Terminal Integration: Achieves natural language interaction through platforms like Farcaster and X, processing millions of user requests daily.

Multi-Token Economy: $BNKR (governance), $TN100x (staking), and $CLANKER (ecology) build a revenue flywheel, with TVL exceeding $140 million.

Data Performance

• The market cap of token $BNKR surged 756% within three months, with $CLANKER reaching a peak market cap of $140 million.

• Airdrop mechanisms attracted over 200,000 community developers, with monthly fee income exceeding $18 million.

Risk Warnings

• Ecosystem growth weakened after Grok collaboration was interrupted, with token volatility exceeding 300%.

• Development of advanced DeFi functions lagging, relying on meme narratives.

4. Vana: The "Noah's Ark" of Data Sovereignty

Core Value

Data DAO Revolution: Users share profits through data pools like Reddit and GPT, with staking APY reaching 273%.

Privacy Computing Double Insurance: Zero-Knowledge Proofs (ZKP) + Trusted Execution Environment (TEE), with over $25 million investment from Coinbase and Paradigm.

Tokenized Data Assets: Converts unstructured data into DLP tokens, pioneering the "data derivatives" market.

Ecological Progress

• CZ serves as an advisor, with strategic investment from YZi Labs promoting mainnet launch.

• The data liquidity network covers sensitive areas like health and finance, with compliant data call volume increasing by 400% monthly.

Bottleneck Breakthrough

• EVM compatibility limits advanced AI model training.

• Legal framework for data rights is not yet complete.

Future Trends: The Endgame Conjecture of the Four Kings

  1. Technological Integration: ElizaOS may integrate Swarm's collective collaboration algorithms to break through multi-agent bottlenecks.

  2. Regulatory Dynamics: SEC's accusations of "market manipulation" against AI agents may reshape BNKR's business model.

  3. Data Wars: The confrontation between Vana and centralized AI giants (like OpenAI) will intensify.

  4. Energy Revolution: Swarm's task compression technology may address ElizaOS's high energy consumption issues.

Conclusion: The Human Proposition in the Age of Agent Sovereignty

The competition among the Four Kings is essentially a struggle between the spirit of Web3 and the centralization of AI. As ElizaOS weaves a modular control network and Swarm generates a technological black box, Vana's data DAO and BNKR's social experiment may be preserving the last spark of "digital sovereignty" for humanity. There are no bystanders in this war—every on-chain interaction you and I make is writing a new constitution for the future economy.

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