Author: Haotian
As the last strong backbone of the previous wave of on-chain AI Agents, it actually accelerated its decline after issuing a big "good news" of V1, which is really incredible. However, in a fragile Crypto market that urgently needs external positive stimulation, "good news" like blueprint planning does not seem to be enough. Instead, it will be interpreted as a decline that is not as expected? Anyway, let me talk about my views after reading arc V1 litepaper:
1) From Rig as the underlying basic framework of Rust to its catch-up with #ai16z and the first launch of Launchpad, $arc's technical fundamentals have always been relatively solid and stable, which is probably the key to its ability to reverse the situation many times when the entire AI Agent market was in turmoil.
But as I said in my last article analyzing manus, web3 AI Agent has always lacked innovation drive similar to web2 AI Agent, and many AI Agents are immersed in some vague visions that continue to fail to land, which has frustrated the market's expectations for web3 AI Agent.
Therefore, not only arc, but the market value of AI Agents on the entire chain has been sharply reduced recently, and a new hope is urgently needed to be nurtured on the chain. Therefore, I think the problem of arc itself is not big, but it is a bit difficult for a single project to break through the downward trend of the overall track at this stage;
2) The core feature of arc V1 is an "AI Agent application store" called Ryzome, which can connect web2 and web3 AI Agents at the same time. To be honest, at the critical period when manus was highly sought after, Arc's launch of Ryzome really seemed to be a hype. But if you understand the architectural concept and specific measures behind Ryzome, you will change your mind.
Ryzome's overall design architecture follows the concept of interoperable protocol layers commonly used by web3, which is equivalent to building a blockchain multi-chain architecture similar to Cosmos. Ryzome is its IBC relay chain interoperability protocol, which realizes the interoperability of different blockchains. So Ryzome's goal to connect web2 AI Agent and web3 AI Agent is not wrong.
In Ryzome's core technical architecture, there is an Anthropic Model Context Protocol (MCP), which is equivalent to a translator in the field of AI. Compared with the Cosmos architecture, it is equivalent to a set of webAssembly (WASM) bridge functions, which can enable Agents using different API interface services to achieve interoperability.
The white paper says that this is similar to HTTP for AI, which allows AI Agents running on Nation, Slack, and Google Calendar to seamlessly access the Ryzome system. In particular, many AI Agents of web2 are basically "data islands" due to their centralized server architecture. MCP "compiler" can also connect data between web2 AI Agents, build a unified standardized interface and communication language for them, and eliminate obstacles to cross-platform collaboration.
Overall, except for the name definition of "app store" which is a bit cheap, the other frameworks and concept designs of Ryzome are quite in line with the concept of future multi-AI Agent interactive communication. Even if everyone criticizes arc for only rubbing concepts, it is not bad to be able to rub out such a complete architecture within one or two days of manus's launch, right?
3) Regarding the subsequent application scenarios of Arc tokens, the white paper mentioned that arc will become the main fuel of Ryzome ecology and drive the operation of the entire system. This means that as long as the AI Agents of web2 and web3 interact using this set of standards, their transaction fees will be settled in arc.
It means that if web2 agents want to interact with each other, arc is also needed as fuel. After watching the multimodal execution agent built by manus, everyone realized that agents will definitely move towards the era of large-scale collaborative applications in the future. In this context, arc has provided a set of standards and frameworks with its own token model incentives, which is actually quite Make Sense.
That's all.
I really don't want to talk about why too much value cannot be supported by prices under the trend of a sharp drop. In fact, in the long run, is there a need for web2 AI Agent and web3 to communicate with each other, what supports the ecosystem after the Agents communicate with each other, and whether the trend of the AI Agent track will continue in the future. If you want to understand these, and then look at the above analysis objectively, you will understand what I am expressing.
During the Fomo period when the market is rising, no one cares about the fundamentals of technology and operation and maintenance. This is understandable. During the panic period when the market is falling, if the fundamentals of technology and operation and maintenance are also useless, then it will only give those who believe in it a little more confidence!
Miyuki
Brian
Weiliang