AI+Web3: Towers and Squares

Overview

1. AI concept Web3 projects have become popular investment targets in the primary and secondary markets.

2. The opportunities of Web3 in the AI industry mainly lie in: coordinating data, storage, and computing resources using distributed incentives; establishing decentralized markets for open-source models and AI agents.

3. AI is mainly applied in the Web3 industry for on-chain finance ( payments, trading, data analysis ), and assisting development.

4. The value of AI+Web3 lies in their complementarity: Web3 is expected to alleviate the centralization of AI, while AI is expected to help Web3 expand its application scope.

Opportunities for Web3 in the AI Technology Stack

Basic Layer: Sharing Computing Power and Data Resources

computing power

• DePin projects such as io.net, Aethir, etc. provide GPU computing power sharing platforms.
• Mainly aimed at long-tail market demands such as AI inference.
• Decentralized ownership guarantees the rights of resource providers.

Data

• Data Collection: Projects like Grass and Vana incentivize users to share data.
• Data preprocessing: Projects like Synesis offer rewards for data labeling.
• Data Privacy and Security: Privacy computing technologies such as zkML, TEE, etc. protect data.
• Data Storage: 0g.AI and others provide high-performance decentralized storage solutions.

Middleware: Model Training and Inference

• Open-source model market: Projects like Bittensor, ORA, etc. offer model tokenization and trading.
• Verifiable reasoning: zkML, opML and other technologies verify off-chain AI computations

Application Layer: AI Agent

• Decentralized Agent platforms like Morpheus support development
• Promote the democratization of the Agent system through mechanisms such as token economics.

How AI Empowers Web3

On-chain Finance

• Payment: Achieving encrypted transactions between AI and AI
• Trading: Provides asset management, investment advice, and other services
• Security: Monitor abnormal transactions, analyze risks

On-chain infrastructure

• Data Analysis: Tools like Web3 Analytics provide on-chain data insights.
• Development and Auditing: Assisting in smart contract development, code auditing, etc.

Web3 New Narrative

• NFT: Generative AI injects creativity into NFTs
• GameFi: Improve the efficiency of game content production
• DAO: Decision support, contribution tracking, etc.

Conclusion

The combination of AI and Web3 is like a tower and a square, complementing and coexisting. AI brings new vitality to Web3, while Web3 is expected to alleviate the centralization trend of AI. The integration of the two will bring new possibilities to human society.