Two years ago, the metaverse land project Hyperfy launched its token this morning and reached a market value of $280 million within 10 hours of going live, with a daily trading volume of $80 million.

In today's rapidly developing AI Agent market, the grand vision inevitably draws comparisons to the previous metaverse concept. Trends are cyclical, and the market seems to circle back to the metaverse concept, reactivated by AI. Despite being mentioned countless times and failing just as many, the market appears unwilling to let go of this cyberpunk-like future concept, as if an invisible hand is pushing us inexorably toward that technological singularity. Is Hyperfy a rehash of old ideas or a suitable soil for the revival of the Metaverse under AI's influence?

AI-driven, the return of metaverse land projects from NFT Summer

During the NFT Summer of 2022, a wave of metaverse land real estate projects emerged, including Decentraland, Cryptovoxels, and Sandbox. Today, the market sees the return of a metaverse platform project—Hyperfy.

Hyperfy is a metaverse platform designed to allow anyone to easily create rich, immersive virtual worlds. Hyperfy can be accessed instantly through any web browser, including mobile devices and VR headsets like Meta Quest 3. Like other land projects, ownership is granted as long as you own its land, and its built-in tools can create almost any scene—galleries, venues, clubs, stores, portfolios, educational experiences, games, and recreational spaces. Users can directly import 2D and 3D NFTs from their wallets or drag and drop 3D models, images, audio, and video into the world. Everything happening in this world occurs in real-time.

If it were to develop along this path, it wouldn't differ much from other metaverse land projects. The turning point came with its encounter with ai16z. Just this morning, Hyperfy announced on Twitter its transformation from a metaverse platform to an AI agent-powered immersive space platform, open-sourcing all its tools and layers, and integrating AI Agents based on the Eliza architecture in its V2 version. This means it has transitioned from a metaverse to an AI Agent Sigma, an infinite multiverse capable of interacting with Agents.

With signals of purchases from Shaw's on-chain address and multiple tweets from ai16z community members promoting collaboration, market bullishness on this new concept peaked, leading to a continuous rise in market value. Subsequently, a thread by ai16z DAO member Jin revealed the project's true value, detailing how he and Metamike helped refine Hyperfy's project documentation and provided several use cases over the past few months.

Scenario 1: AI Council

AI agents trained in working groups, different projects, or user case studies can discuss proposals and assist in decision-making, with V2 ready for integration with ElizaOS.

Scenario 2: Stonk Exchange

Real-time trading by AI agents can be observed in a stock exchange-like setting, with the possibility of completing real-time data on the screen and final optimization in a week.

Scenario 3: Interoperable Pets

Tubbycatsnft is a CC0 NFT that completed the optimization of all 20k 3D models last fall, serving as a good container for small local-first models. Its optimized models are more suitable for the future Hyperfy VR version pet system.

More scenarios: pmairca's "parody Marc" conference room, a game show world judged by AI, 3D data visualization of "ai16z treasury wallet visualization," and cryptocurrency vending machines.

It's not hard to imagine that this time, the AI+metaverse concept differs from the last by the addition of the AI Agent variable. This makes the narrative more practical, as current hardware technology cannot replicate the real-world experience in a virtual world. However, for AI Agents, this is their reality. On this platform, AI Agents can communicate intuitively with each other and with humans, whereas before, they were merely data codes or text images. In contrast to a vast Metaverse, Hyperfy's smaller worlds resemble a multiverse for AI Agents, fulfilling the fantasy world within your and AI's minds—an AI version of Figama.

Before Hyperfy's explosive popularity, founder Ash Connell released a token named after Shaw on November 11. After accessing Hyperfy's platform, one can find Shaw's milady image existing within a world, although real-time dialogue is not yet possible, its purpose is becoming clearer. The upcoming V2 will showcase an AI Agent within the ai16z system as a case study.

On another front, in addition to the frenzy of Hyperfy-related content, Shaw also expressed his deep affection for his mysterious community—M3 "Metaverse Makers," coincidentally sharing a name with the American street slang "You know what I am saying," as if asking us, the audience, if we are ready to understand the 3D AI Agent world engine or greater vision they will bring.

The M3 Twitter banner prominently features the names of a group of virtual characters, including today's Hyperfy founder ASH, Jin who helped upgrade its product deck, and several renowned figures like 3D artist 7OROY, making it hard not to sense a conspiracy brewing to create immense energy.

Will they use AI to bring about a true Metaverse or is it another massive bubble? BlockBeats will continue to observe and track.

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