From Developer Ecosystem to Supply Chain, Solana's "AI Ecological Conspiracy"

CN
2 months ago

This is a conspiracy belonging to Solana and will also be the most efficient way to produce Crypto AI.

Author: BUBBLE

Editor's Note:

The author first wrote 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 in Solana. Now, with the AI market exploding across the board, Griffain's market value has reached a historical high today, surpassing $480 million. The SendAI token, Send, has also returned to a market value of $100 million. In the current super-fast 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 join Crypto from the beginning. Instead, he grew up in Silicon Valley for six years, accumulating considerable development and sales experience before entering Crypto.

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 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. This project did not create a significant market stir, but it marked his first step into blockchain entrepreneurship.

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

On November 1 of this year, Griffain became Tony's most successful Crypto project. He first launched 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 from 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, while also being highly fragmented. 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 showcasing AI apps with real application value or rapidly maturing datasets.

As an all-in-one AI Agent, Griffain involves a complete 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, forming a bridge between developers and users, creating 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 quite important. 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 between multiple agents is a more crucial 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 a competition, and Solana also has its "Official Agent Kit"

If Solana's announcement of the hackathon hosted by SendAI saw its token market value soar to $170 million as a reflection of market expectations, today's Send returning to a market value 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, which consists of two parts: Actions and Blinks. Actions provide compliant APIs to quickly complete transfers, execute smart contracts, and other operations, while Blinks converts 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 the development and application of Blinks, to develop the infrastructure for Solana AI Agents. They possess rich on-chain interaction APIs and experience that allows them to connect with multiple web clients. This makes their Agent kit not only support the integration of various language architectures but also embed multiple interaction modes "Dialect's Blinks, 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 applications, with a total of 427 projects successfully proposed. Within just a few weeks of the Solana Agent Kit's announcement, the number of projects developed using the Solana Agent Kit has reached as high as 65. After the application 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 infrastructure chosen for its high throughput and response speed "various DePin projects" providing computing power and datasets, AI Agent basic tools "Solana Agent Kit, Zerepy, ElizaOS, arc, etc.," to integrated tools "Griffain, etc.," everything is ready. 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 complete supply chain loop. This is Solana's conspiracy and will be the most efficient way to produce Crypto AI.

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