What is the value of Wayfinder endorsed by top institutions The combination of AI and Web3 is expected to become a major narrative at the next level of the track. Although the current market is not very warm, if there is a zero roll and the project has the opportunity to become the next narrative, it is worth paying attention to and participating in. Wayfinder AI is a project of this kind that we will focus on today. It is both a great opportunity at the track level and has a zero time window. Below is an analysis. _________ 1、 Background of Wayfinder: Dimension Reduction Strike of All Star Lineup Simply put, Wayfinder is a DeFi covered platform NFT、 The AI infrastructure for multiple scenarios such as games, but if viewed from the perspective of capital and team background, this project can be seen as a fully invested AI infrastructure under the all-star lineup of capital and team. one ⃣ Capital background: All Star lineup, Solana deeply involved Parallel Studios, the developer of Wayfinder AI, has raised $85 million in funding, backed by top institutions and individuals in the Web3 and technology fields Institutional investors: Paradigm, Solana Ventures, Coatue (tech hedge fund giant), VanEck (asset management giant) OSS Capital； Personal endorsement: Solana co-founder Toly, YouTube founder Chad Hurley and other technology leaders participated in the investment. This investment portfolio is very luxurious, but the biggest significance may be Solana's deep involvement, which may indicate that the project is likely to become the core infrastructure of Solana's ecological AI strategy. two ⃣ Team Gene: From Chain Game Legend to AI Infrastructure's' Dimension Reduction Strike ' The Parallel team is the "productization benchmark" in the Web3 field - their developed Parallel TCG card game completed a $50 million financing in 2022-2023, with a valuation exceeding $500 million. The project has already exploded in North America during the beta phase and is a phenomenal product that breaks through the entire chain gaming track. The ability of blockchain gaming projects has strong transferable elements in AI infrastructure, such as injecting the complex system design capabilities (economic models, user incentives) and high concurrency interaction experience optimization experience accumulated in blockchain gaming development into Wayfinder's AI protocol architecture, which is likely to form a "dimensionality reduction blow" to traditional AI projects. _________ 2、 Technology and application: hardcore technology, focused on application scenarios To conduct fundamental research on a project, in addition to assessing the strength of capital, it is more important to consider whether the project's understanding of technology and applications aligns with the main trends of current development. Below is a further analysis one ⃣ Two pillars: Wayfinding Graph and AI Agents (Shells) Wayfinder has built a decentralized on chain interactive operating system, whose technical architecture can be broken down into two innovative components: Wayfinding Graph: A dynamic on chain knowledge graph co built by the community, with nodes covering entities such as smart contracts, protocols, assets, etc. The path records the best interaction strategy (such as cross chain transaction routes, liquidity mining strategies). Economic incentives: After submitting a path and passing verification, developers can receive PROMPT token rewards and continue to share them from the subsequent usage fees of the path, forming a positive ecosystem of "contribution mining". AI agents (Shells): On chain AI assistant with autonomous decision-making ability. Complex operations can be performed based on navigation maps: Memory learning mechanism: By optimizing strategies based on historical transaction data, we aim to achieve smarter usage; Multi signature collaboration and cross chain execution: In the future, support for multi shell collaboration to complete cross chain arbitrage, batch order placement, and other operations; Security Sandbox: Key operations require user authorization to ensure the security risk of AI+wallet leakage. two ⃣ Application scenario: User friendly, convenient for developers, with great potential for a positive ecological cycle Targeting ordinary users, it focuses on simple operations: Dialogue based on chain operation: Users can complete cross chain exchange, contract deployment, and other operations through simple instructions in natural language, completely eliminating technical barriers; Intelligent asset management: On a complete roadmap, theoretically Shells can monitor on chain data and automatically execute strategies such as take profit, stop loss, and liquidity rebalancing. Targeting developers, providing Contract Agent services, mainly consisting of two points: Zero code contract market: Developers create smart contracts through GUI tools and list them, earning revenue based on usage; Bounty mission system: When Wayfinder AI is unable to perform a certain function, users post functional requirements and developers bid to build, forming a demand driven development paradigm. These two can form a perfect positive cycle to some extent: users need a certain feature - pay a reward, developers take orders to create it - after the feature is launched, developers can earn money every time it is used - the more people use it, the more developers earn - more developers rush to develop new features - the more features there are, the more users they attract, and the cycle takes off! _________ 3、 Token practicality and distribution: Ecological flywheel design, distribution biased towards the community, very much worth looking forward to The current market technology, narrative, and team are only the basic conditions for the success of the project, but the key to whether the token has practicality and whether it is allocated with a greater focus on the community is whether it can go long-term and has sustained popularity to attract user participation. Specifically, Wayfinder has done quite well in both of these areas so far. one ⃣ Token allocation Total supply: 1 billion PROMPT; Community allocation: 40% -45% released through airdrops, far exceeding the industry average; Pledge Economy: Users can split 45% of the airdrop quota proportionally by pledging PRIME tokens (Parallel ecological tokens), forming a strong binding mechanism. two ⃣ Token Practicality&Value Capture To be honest, most tokens in the cryptocurrency industry are likely to be eliminated/zeroed out by the market sooner or later if they lack practicality. Only utility tokens have long-term development potential, and Wayfinder clearly takes this into consideration. In summary, optimizations have been made in the following three areas: Token scenario: payment of Shells service fees, path creation bounty, contract market transaction fees; Token Rights: Holders can vote to determine navigation map update rules and the priority of Shells functionality; Deflation mechanism: Part of the service fees are used for token destruction to counteract the circulation pressure of early airdrops. _________ 4、 Summary of Project Potential There is no doubt that AI and Web3 are the next level of great opportunities in the field, with great imagination. Whether it is the requirements on the demand side, the current supply situation, or the popularity of the project itself, it actually verifies that Wayfinder does have great potential. In terms of demand, the complexity of various Defi, cross chain operations, and arbitrage interactions has not decreased due to industry development, but has become more complex and intricate. Users need an AI tool to assist in cost reduction and efficiency improvement based on their real needs. On the supply side, most of the existing projects tend to focus on vertical fields, and of course, focusing on vertical fields is not a big problem. Currently, the market lacks a universal infrastructure of AI+Web3. Wayfinder has introduced it, which has a very good first mover advantage. The user base of the project's Alpha test increased by 81% (11000 → 20000+) within 2 weeks, and the amount of pledged locked positions exceeded 500000 PRIME (approximately 2.5 million US dollars). The market heat also verified the value of the product. Especially in Kaito's pre TGE Yapper Launchpad voting, AI Wayfinder dominated the leaderboard and gained high expectations from the community! However, in terms of development difficulty, it does not mean that the project will be smooth sailing. Both in terms of technical implementation and industry competition, there are currently significant challenges. Nevertheless, the team's capital and technical strength have indeed added great winning chips to its prospects. _________ 5、 Participation guide: Both 0-roll and staking have participation methods As mentioned earlier, the total supply of Wayfinder tokens is 1 billion, of which 40% -45% will be distributed to the community through airdrops, including free registration and staking users. Currently, the main participation methods provided by AI Wayfinder include three: Free registration: After successful registration, you will receive a 1% reward, which is the first choice for those with low entry requirements. Community task: Follow the official Twitter interaction+deposit, reward 1% token. Participate in staking: Reward up to 45% of tokens, suitable for long-term investors to obtain higher returns. _________ 6、 Conclusion Under the impact of AI, the Web3 interaction paradigm is bound to usher in a node similar to the iPhone 4 moment, where blockchain is transforming from a "developer led technology platform" to a "widely available intelligent tool". With the support of top tier capital such as Paradigm, this project is expected to become a super entry point for the integration of AI and Web3. Ecological positioning is particularly crucial for such projects, and for early participants, participating at this moment may have a higher winning rate and odds. Special note: Although the project has a good team, technology, and token allocation, it also faces fierce competition. The above investment research is only based on the existing information and provides analysis, not investment advice, Dyor !