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CryptoBLACK🌙◼️|Feb 12, 2025 15:37
A huge pump 🔥 coming@Myshell_ai: Web3 disruptor of AI Agent ecosystem | Full analysis of TGE's value capture on the eve of TGE
Why could it become the next "AI+Crypto" phenomenal protocol?
1、 Track positioning: Web3 entrance to trillion level AI Agent market
Market explosion window period
The global AI agent market is expected to reach 48 billion by 2025;
Web3+AI track financing will exceed 48 billion yuan by 2023;
Web3+AI track financing will exceed 450 million in 2023;
Core pain point: Centralized AI platforms monopolize data and revenue, and users become "data laborers";
Breaking point:@ Myshell_i reconstructs value distribution through a decentralized AI agent market, where users share ecological benefits by contributing data/computing power/content.
Narrative fit
Grasp the dual trend of "AI popularization" and "creator economy", benchmark against the OpenAI ecosystem but add token incentive layers;
Differentiated positioning: Voice interaction priority (Web3 version Sora?), Support multimodal AI generation (text/speech/image) to capture social scenes such as Telegram/Discord.
2、 Core barriers of the project: technology+ecology+data flywheel
🔥 Technical Architecture Highlights
Modular AI stack: allows developers to quickly deploy customized AI agents (such as trading assistants, NFT generation tools);
Decentralized computing power network: integrating GPU resources such as Render to reduce model training costs by over 30%;
On chain reputation system: AI agent credit scoring based on on on chain behavior data to solve the problem of "AI wrongdoing".
🔥 Ecological growth flywheel
Creator incentive: Users who train AI models can receive token rewards, and the revenue sharing ratio of high-quality agents can reach 70%;
Data DAO governance: Community voting determines algorithm iteration direction, breaking OpenAI style black box decision-making;
Cold start achievements: Over 8000 AI bots have been launched, with an average daily interaction volume of over 200000 times.
3、 Token Economy Model: Key Variables Decomposition Before TGE
Triple capture of token utility
Governance: Voting to determine protocol parameters (such as fee allocation and computing power pricing);
Payment: AI service subscription, model training gas fee, NFT casting;
Pledge: Obtain platform revenue sharing (forecast APY25%+, benchmarking against RNDR).
Deflation design
50% handling fee destruction+pledge lock up mechanism, with circulation growth rate lower than ecological expansion speed;
Initial circulation<15%, significant value space captured by early communities
Chip distribution strategy
Community airdrops account for 20% (active users/developers preferred), with a VC lock up period of 2 years+(reducing expectations of selling pressure);
Recommended reading: Based on the recent performance of AI tokens such as TAO and RNDR, predict the short-term price range.
4、 Risk Warning and Alpha Intelligence
potential risk
Regulatory compliance review of AI generated content;
Centralized cloud service providers (such as AWS) have a high degree of dependence.
Hidden catalyst
Undisclosed blockchain game partners will be integrated into the AI NPC system;
Deep exploration of team background: The core members come from the MIT Distributed Computing Laboratory, and the consultants include the former head of Coinbase AI.
The paradigm revolution of "AI Agent+Web3" has arrived@ With clear token value capture logic and an active early ecosystem, myshell_i is expected to replicate the 'ChatGPT Moment' after TGE. It is recommended to closely monitor the pace of token release and the dynamics of ecological cooperation, and lay out Alpha positions in advance.
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