Many people are puzzled as to why PHA suddenly became so popular. To put it abstractly, perhaps even Phala Network didn't anticipate how it suddenly became the chosen one. The surge in PHA's popularity is due to both chance and necessity, and it certainly isn't something that any overt or covert scheme could have orchestrated. There are three key points to consider: sufficient preparation in TEE technology, the support from ai16z, and the timely emergence of the AI Agent trend.
1) The efforts of Phala Network in TEE technology are the "necessity" that led to this event. Why do I say this?
TEE (Trusted Execution Environment) is not a new concept, but it has always been considered a "niche" in the mainstream crypto technology narrative over the past few years. For instance, many high-performance chains have emerged that compete based on the advantages of languages like RUST and MOVE, and there has been a wave of ZK technology centered around ZK. TEE, along with MPC, FHE, Blind Compute, and other cryptographic technologies, occasionally appears in the differentiated positioning of certain projects, but it is not on the same level as the booming ZK.
In fact, while mainstream chains focus on the efficiency of "block space" (MEV, TPS, Gas, etc.), ZK technology has only been applied to the most basic trusted state changes between layer1 and layer2. The advantages of ZK technology, such as zkVM virtual machine infrastructure and zkSNARKs updating chain data structures, have not yet found their place, let alone achieving broader mass adoption.
The main reason is that previous technological narratives pursued a purely "on-chain" environment. ZK can be seen as the first step towards separating off-chain computation from on-chain verification, but the larger goal still serves "on-chain" needs. TEE's trusted execution environment is inherently a "pre-processing" step for a secure off-chain enclave.
It can serve on-chain needs and is a result of leading projects like Unichain and Flashbot gradually expanding the new narrative of Pre-confirmation. In other words, without integrating with the chain, TEE is a mature technology from pure web2. When combined with the chain, it can provide trusted pre-processing, isolated privacy computing, and other useful applications.
Therefore, those who dare to apply TEE technology to the blockchain field must be able to endure solitude while possessing unique and wise insights. In this regard, Phala Network indeed has a mature TEE solution, without a doubt.
2) What Phala Network didn't expect was the sudden emergence of a mysterious client named "ai16z," which adopted its TEE solution. This is the biggest "chance" factor behind PHA's surge.
After seeing the AI-Pool's official Twitter about AI Agent autonomously issuing tokens, I immediately tweeted a technical interpretation of the TEE solution (TEE allows AI to autonomously manage private keys and sign applications in a secure enclave environment that is usable yet invisible) and the historic opportunity that the collaboration between Phala and ai16z might present. (This is also an excellent entry point for most retail investors).
The super commercial IP status of ai16z in the AI Agent space goes without saying. The adoption of Phala's TEE solution by AI-POOL indicates at least two things:
Phala's TEE solution has many mature commercial cases and has been selected by ai16z;
Phala's TEE solution will be the first to benefit from the commercial concept of AI Agent PumpFun, which involves the issuance of tokens controlled by AI private keys.
Understanding this naturally leads to recognizing what Phala can gain from the phenomenon of AI-Pool and the autonomous issuance of tokens by intelligent agents. A logical conclusion is that as the AI Agent token issuance trend continues, the private key management and remote authentication services provided by TEE will become a "must-have" business, while a complete set of on-chain verifiable consensus adapted to the TEE off-chain environment will be a bonus, representing a new infrastructure for the AI Agent era.
Thus, while I may not fully understand Phala Network, it doesn't matter; I believe I understand the market potential and incremental opportunities that could arise from AI Agent + TEE and AI Agent + Chain.
3) What truly propelled Phala Network is the currently booming narrative of AI Agents. I have pinned several articles about the AI Agent narrative in my Twitter profile highlights, and new followers can take a look. Those articles repeatedly emphasize the four words: "Don't miss out, don't miss out, don't miss out."
Because the AI Agent has evolved from AI MEME to the emergence of launchpad platforms like Virutual and Vvaifu, then to standalone AIs like AIXBT and Zerebro, and finally to frameworks and standards like ELIZA and ARC, until old chains like Phala are blown into the spotlight, everything is rapidly evolving beyond everyone's imagination. Why?
Simply put, this is a historic opportunity, a main wave at the level of DeFi Summer. The explosion of innovative gameplay, the influx of hot money, and the opportunities created by information asymmetry will ensure that things remain "hot and spicy."
Therefore, I shout my slogan loudly, hoping that more retail investors can seize the alpha growth opportunities and that more project teams can break free from the "delivery incapacity" dilemma of the past pure VC coin narrative.
A new narrative whirlwind is rising, and its purpose is not merely to scatter dust in your face but to lift you onto the wind and make you that little piglet swimming in wealth.
By the way, the underlying message of this statement is: don't worry about missing out on PHA, because Phala is just one of the players in the spotlight, having first reaped the trend's dividends. Following the narrative evolution logic and direction I have outlined, please believe that there will definitely be more opportunities to come.
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