DeFAI: Can the deep integration of AI and DeFi lead a new wave of AI Agents?

1. Core Concepts and Operating Mechanisms of DeFAI

1.1 Introduction to DeFi

DeFAI is a combination of AI and DeFi. Although AI-related concepts have gone through multiple rounds of hype, from AI computing power to AI Memes, and from different technological architectures to various infrastructures, DeFAI is becoming a new breakthrough trend. Currently, DeFAI can be mainly divided into three categories: AI abstraction, autonomous DeFi agents, and market analysis and prediction.

1.2 The operation process of DeFAI

The core of the DeFAI system is the AI Agent based on the large language model (LLM), which involves multiple complex processes:

1. Data Collection: Obtain real-time information from on-chain, off-chain, and decentralized data sources.

2. Model Inference: Analyzing and predicting using AI technologies such as supervised learning, unsupervised learning, reinforcement learning, and natural language processing.

3. Decision Making: Based on data and reasoning results, use optimization engines and multi-agent systems to collaborate in formulating the best strategies.

4. Custody and Operation: Custodial models through centralized or decentralized methods, while maintaining interaction with the blockchain.

5. Interoperability: Seamless integration with multiple Decentralized Finance protocols through API integration and decentralized messaging.

6. Wallet Management: Use MPC wallets or TEE technology to ensure secure key management and transaction execution.

1.3 The relationship between DeFAI and the concept of "intention"

The vision of DeFAI is highly aligned with the "intent" driven trading concept. Users only need to focus on the trading results without specifying a specific execution path. This approach is expected to achieve large-scale applications of blockchain and may lead to the formation of a fusion ecosystem of AI Agent, Solver, Intent-Centric, and DeFAI in the future.

2. Representative Projects in the DeFAI Ecosystem

The DeFi sector has seen the emergence of multiple innovative projects, including:

1. Griffain: A comprehensive platform supporting AI Agent issuance and Decentralized Finance operations.
2. Hey Anon: AI-driven Decentralized Finance protocol that simplifies user interaction.
3. Orbit: A multi-chain support platform that lowers the participation threshold for Decentralized Finance.
4. Neur: An open-source full-stack application designed specifically for the Solana ecosystem.
5. Modenetwork: AI x DeFi Innovation Center on Ethereum Layer 2.
6. The Hive: A Solana DeFi platform that integrates multiple AI models.
7. Bankr: An AI assistant that simplifies cryptocurrency operations.
8. HotKeySwap: Provides AI-driven DEX aggregation and cross-chain trading tools.
9. Gekko AI: An AI agent focused on automated trading strategies.
10. ASYM: AI-driven DEX aggregator and analytics tool.
11. Wayfinder Foundation: A full-chain interactive AI tool.
12. Slate: General AI agent connection infrastructure layer.
13. Cod3x: No-code development tool for building automated DeFi strategies.
14. Almanak: An AI Agent with self-learning capabilities, optimizing Decentralized Finance and gaming projects.
15. HIERO: A multi-chain smart tool that supports natural language command trading.

III. Discussion on the Development Direction of AI Agents

The development of AI Agents in the financial sector faces two main directions: GameFAI and DeFi.

3.1 GameFAI Direction

GameFAI direction represented by M3 (Metaverse Makers _) has potential, but faces challenges such as competition from the Web2 market and long development cycles. There has yet to be a truly successful AI game, and more market enthusiasm is needed to support this.

3.2 Decentralized Finance方向

The DeFi direction is developing rapidly, with representative projects including GRIFFAIN, Hey Anon, and others. GRIFFAIN leads with a relatively high market value and social media attention, offering features such as wallet generation and fast transactions. Hey Anon has adopted a multi-chain model and has quickly risen due to the influence of its founder.

IV. Conclusion

The rise of DeFAI reflects the natural integration of blockchain and AI technologies. Whether it's GameFAI or DeFAI, both demonstrate immense market potential. GameFAI may carry on the concept of the metaverse, achieving AI-assisted autonomous virtual worlds. DeFAI, on the other hand, needs to shift from emotional speculation to actual value creation, and its development prospects are promising. In the future, the success of AI Agents may require finding a balance between innovative applications and sustainable business models.