Editor’s Note:

The author first wrote an article about the Griffain and SendAI hackathon on December 13. At that time, due to the Solana hackathon and the explosive popularity of Griffain, it created a wealth effect within Solana. Now, with the AI market experiencing a full-scale explosion, Griffain's market capitalization has reached a historic high today, surpassing $480 million. The SendAI token, Send, has also returned to a market cap of $100 million. In the current rapid evolution of the AI Agent ecosystem, what advantages and progress do Griffain and Send have?

Web3 Version of Perplexity or Solana's App Store?

When we look back at the past of Griffain's founder, we find that he did not initially join the crypto space. Instead, he spent six years growing up in Silicon Valley, accumulating considerable development and sales experience before entering the crypto world.

In September 2016, a young man from San Francisco State University pushed open the doors of Uber. If not for an unexpected turn of events, you might never have known him until recently when the token of the project he founded exceeded $250 million in market value on the Solana chain. He is Tony Plasencia, the founder of Griffain.

Unlike many other cryptocurrency founders who often hide their personal information, you can easily find any information about him online. Even now, you can see his views on various social phenomena on Medium. After leaving Uber, he participated in and invested in many startups, including Thumbtack, a household services website backed by well-known VC Sequoia Capital, and the food ordering platform Ritual.

After several twists and turns, in 2022, he founded his first blockchain project (Underdog Protocol). Although it now appears to be a no-code platform for issuing NFTs and SPL Tokens, the initial intention was to finance personal futures as tokens, resembling a Human Agent investment platform. While this project did not create a significant market stir, it marked his first step into blockchain entrepreneurship.

His second venture was during the boom of the Blinks ecosystem, where he developed a platform for launching Blinks tokens and NFTs—Blinkdotfun. It reflected the rise and fall of token market value by locking the Sol used for buying and selling tokens in a Bonding Curve. Users could share links on X, allowing others to directly buy or sell tokens on X, turning it into his launch platform.

On November 1 of this year, Griffain was launched, becoming Tony's most successful crypto project to date. He first introduced Griffain at the Hacking for Agentic Finance hackathon, expressing the vision of turning your ideas into actionable AI agent engines. Perhaps due to the accumulation of previous projects, it quickly gained significant attention within the Solana ecosystem, with Toly, vvAIfu, Jupiter, and Dialect all expressing support or further collaboration to improve the product.

Currently, the development of CryptoAI projects is very rapid and highly differentiated. When discussing the AI Agent-related market, funds are primarily allocated to the upstream focusing on the architecture and ecosystem of AI Agents or hive systems that enable collective operations, the midstream focusing on influential AI Agents with market attention, and the downstream featuring AI apps with real application value or rapidly maturing datasets.

As an all-in-one AI Agent, Griffain encompasses the entire supply chain across these upstream, midstream, and downstream sectors. It serves as an integrated AI app, not developing frameworks but acting as a Perplexity-style AI Agent directory. When users make requests, Griffain can summon Agents capable of fulfilling those needs. This allows it to gain attention from AI Agents launched on its platform in the future while directly bypassing the steps of product and demand-side development for functional AI Agents produced upstream, effectively bridging developers and users, forming a kind of "SaaS" platform for AI Agents.

Just a few days ago, Griffain launched the SAIMP "Solana AI Message Protocol" concept, which serves as an on-chain communication system between AI Agents. The information that can be exchanged includes sender/receiver addresses, subjects, content, etc. Many experts or users believe that AI Agents do not possess self-awareness and are merely computational systems, making a communication system for them seemingly useless.

However, for the next cycle of AI Agents, the ability to verify all data on-chain is crucial. The Tee architecture can ensure that AI Agents are not manipulated by humans and can act according to self-awareness. What SAIMP aims to do is to make communication between AI Agents transparent "public" or verifiable "private chats between Agents." Compared to functionality, the storage and verification of communication information among multiple agents is its more important function.

It is not hard to imagine why the market has such high expectations for Griffain. It is not only the first Web3 version of Perplexity but, more importantly, this platform provides a platform for AI Agents to interact upstream and downstream, which can not only reduce the communication costs between AI Agents and humans but also initiate functional transactions and communications between AI Agents through this AI app store, making it not only a human app store but also an AI app store.

It's Competitive; Solana Also Has Its "Official Agent Kit"

If Solana's announcement of the hackathon hosted by SendAI caused its token market cap to surge to $170 million, reflecting the market's expectations, today's return of Send to a market cap of $130 million is a true recognition of its AI system's potential.

Those familiar with Send know that when Solana launched the Blinks concept, it almost took the place of the official team to showcase 100 different uses of Blinks on X. The two components that make up Blinks are Actions and Blinks. Actions provide compliant APIs for quickly completing transfers, executing smart contracts, and other operations, while Blinks convert APIs into shareable links, allowing users to preview and trigger on-chain transactions directly on web pages or social platforms.

Therefore, from a technical development perspective, there is no more suitable team than the Send team, which is familiar with Blinks development and application, to develop the infrastructure for Solana AI Agents. They possess rich on-chain interaction APIs and experience that enables connectivity with multiple web clients. This allows their Agent kit to not only support the integration of various language architectures but also embed multiple interaction modes, such as "Dialect's Blinks and Send Arcade's games," making it easier for agents using their tools to interact with on-chain or social media.

The hackathon hosted by Send AI recently stopped accepting proposals, with a total of 427 projects successfully submitted. Within just a few weeks of the announcement of the Solana Agent Kit, the number of projects developed using the Solana Agent Kit has reached as high as 65. After the proposal submission period ended, the number of projects using this tool that did not participate in the competition is countless. By the end of 2024, the number of stars for this open-source architecture will far exceed that of Zerepy and Coinbase's CDP Agent Kit.

Thus, from the choice of Solana's infrastructure due to its high throughput and response speed, providing computing power and datasets for various DePin projects, to the basic tools for AI Agents like "Solana Agent Kit, Zerepy, ElizaOS, arc, etc.," and to integrated tools like "Griffain," everything is now prepared. AI Agent developers only need to unleash their imagination and find potential use cases for users. Infrastructure, supply side, and usage scenario pathways complete a closed-loop supply chain. This is Solana's conspiracy and will be the most efficient output method for Crypto AI.

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