Haotian | CryptoInsight
Haotian | CryptoInsight|Feb 25, 2025 11:48
Tell me my opinion on @ MetisL2's announcement of brand reshaping and AI chain: 1) Since the emergence of AI Agent narrative style, I have been calling for traditional old technology narratives and old chains to embrace the new narrative of AI+Crypto. Solana has taken the lead with PumpFun MEME Summer, and although the Ethereum ecosystem has outstanding performance with its Base chain and Virtual ecosystem, it is clear that relying solely on a Base cannot shake the path dependence of the entire Ethereum Rollup Central ecosystem. In this case, METIS can't sit still. 2) I don't know how many contributions Vitalik's mother has made behind it, but Metis is able to jump out of the inertia and become the "rebel" of Ethereum layer2. If you look at a series of previous narratives and tactics of Metis, you will not be surprised at all: When the Ethereum layer2 ecosystem was caught up in the technical narrative battle between ZK Rollup and OP Rollup strategies, Metis seized on the centralization issue of most layer2 sequencers and introduced innovative narratives such as decentralized sequencers and hybrid Rollup; When Ethereum layer 2 became too general and the entire market was playing with the Stack stacking big business narrative, Metis also took a different approach and chose to focus solely on layer 2's own economy, because Metis believed that relying on the Stack strategy could not solve the problem of insufficient self generating ability in the layer 2 ecosystem; In short, Metis has always been known for its rebellious image in the entire Ethereum layer 2 ecosystem. Now, with Ethereum facing a lack of innovation, Metis naturally will not miss the opportunity to once again take an unconventional path and "shine the sword". 3) How to do it specifically? The first priority is to leverage the high-performance advantages of Layer 2 and upgrade the Andromeda network, presenting a brand new high-performance chain image that is at least on par with high-performance Ethereum killer chains such as Solana; In addition, a vision has been proposed to make Layer2 chain a new AI computing infrastructure, including IDAO personal center autonomous organization, DAT data anchoring token, LazAI multi-dimensional data collection system, AIith AI Agent framework standard, AI Native application incubation, and so on. Due to the fact that most of the reshaped framework structures have just been proposed and further details need to be implemented, it is currently impossible to evaluate what the new AI narrative will bring? To take a step back, this is at least the Layer 2 public chain that is currently the first in the Ethereum ecosystem to propose a system AI transformation architecture in terms of AI Native. Ethereum has the most active developer technology ecosystem organization, but the "modular" narrative is introduced by @ cosmos, while the "chain abstraction" narrative is abstracted by @ ParticleNtwrk on top of its account abstraction AA concept. ZK technology is considered Ethereum's flagship narrative, such as @ RiscZero@ ZK Infra, such as ProjectZKM and @ SuccinchLabs, have long been in the upstream of the supply chain and are not well-known to the public. What shall I do? The only solution: Embracing AI storytelling, AI agents as front-end applications can bring upstream niche narratives such as zkVM on Ethereum to the center stage, while activating outdated ecological vitality such as DeFi, Gamefi, Metaverse that have lost their vitality on Ethereum. Why not do it@ VitalikButerin
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