The final guess of the four kings of Crypto+AI in 2025

AI Four Quadrants from dub.sh/xchart

The theme of the crypto world this week is still falling, and BTC once fell below $78,000, paying tribute to the "Black Swan" of 312 in 2020. There are also some news worth paying attention to. Binance received equity investment from the UAE successor and got a breath of breathing opportunity; in the 2.0 era of Trump's White House crypto Gala, he only stayed and didn't buy it, but his family's WLFI project earned $550 million through token sales, making a lot of money; the traditional financial industry is not willing to be outdone, and the US stock market has ushered in the largest single-day plunge in three years, and BIG7 technology giants all experienced a collapsed decline. The author has returned all the money earned from being fed for a year in a mangrove. Even the latest narrative-sealed AI track is not spared. However, calm down and review and analyze, there will definitely be several projects in the AI ​​+ Crypto track in the future. After a long cycle of observation, I boldly made the following guess that one of the four kings of Crypto + AI might appear here.

1. ElizaOS: The "ultimate operating system " of the Web3

automation empire

Technical Highlights

• Modular architecture: Support developers to customize AI agents without modifying core code, realizing the "Lego" function expansion.

• HTNs (HTNs): Decompose complex targets into dynamic execution chains and apply them to DeFi arbitrage, DAO governance and other scenarios, and the annualized return of a single strategy can reach 300%.

• Cross-chain unified layer: seamlessly manage multi-chain assets, and the event-driven architecture achieves millisecond-level response.

Market performance

• The ecological project AI16ZDAO manages assets of more than US$25 million, and the Solana side chain TPS exceeds 100,000.

• GitHub has more than 7,000 stars, attracting more than 60% of Web2 developers to transform.

challenge

• Multi-agent collaboration efficiency is insufficient, and complex tasks are delayed to minutes.

• Relying on external large models, local optimization capabilities are limited.

2. Swarm ****AI : The "swarm revolution" of **swarm

intelligence**

Disruptive innovation

• Swarm Node Network: 45 million agents work in parallel, and the medical diagnosis error rate is 90% lower than that of humans.

• Hybrid flow model (SSM+MoE): The training cost is only 1/20 of GPT-4, and enterprise-level customers include JPMorgan Insurance Automation.

• Cross-chain memory library: Achieve long-term context tracking and knowledge reuse, supporting complex insurance claims processes.

Market game

• Token $SWARMS plummeted 35% due to the speculative bubble, but corporate subscription revenue grew 200% against the trend.

• Work with Avalanche to customize virtual machines to optimize swarm scheduling efficiency.

Hidden worries

• Node congestion leads to collective failure of medical agents.

• Corporate customers refuse to be on-chain due to privacy issues, conflicting with the Web3 vision.

3. BNKR: The "Musk Effect" of Socialized DeFi

Breaking logic

• AI coin issuing machine: It is deeply bound to Musk Grok, and independently creates tokens such as DRB and GRK, with a single-day increase of more than 1,000%.

• Social terminal integration: Realize natural language interaction through platforms such as Farcaster and X, and handle millions of user requests per day.

• Multi-token economy: $BNKR (governance), $TN100x (staking), $CLANKER (ecology) builds a revenue flywheel, and TVL exceeds US$140 million.

Data performance

• The market value of the token $BNKR soared 756% in March, and the peak market value of $CLANKER reached US$140 million.

• The airdrop mechanism attracts more than 200,000 community developers, and the handling fee income exceeds US$18 million per month.

Risk warning

• After the Grok cooperation was interrupted, the ecological growth was weak, and the token volatility exceeded 300%.

• The development of advanced DeFi functions is lagging behind and relies on meme narrative.

4. Vana: "Noah's Ark" of data sovereignty

Core Value

• Data DAO Revolution: Users share income through data pools such as Reddit, GPT, etc., and pledged APY to 273%.

• Privacy Computing Dual Insurance: Zero Knowledge Proof (ZKP) + Trusted Execution Environment (TEE), received over US$25 million in investment from Coinbase and Paradigm.

• Tokenized data assets: convert unstructured data into DLP tokens and create a "data derivative" market.

Ecological progress

• CZ serves as an advisor, and YZi Labs' strategic investment promotes the main network online.

• Data liquidity network covers sensitive areas such as health and finance, and the number of compliant data calls increased by 400% per month.

Bottleneck Breakthrough

• EVM compatibility limits higher-order AI model training.

• The legal framework for data rights confirmation has not yet been improved.

Future trend: The final guess of the four kings

1. Technology integration : ElizaOS may integrate Swarm's group collaboration algorithm to break through the multi-agent bottleneck.

2. Regulatory Game : SEC's allegations of "market manipulation" against AI agents may reshape BNKR's business model.

3. Data War : Vana's confrontation with centralized AI giants such as OpenAI will become increasingly fierce.

4. Energy Revolution : Swarm mission compression technology may solve the pain points of high energy consumption of ElizaOS.

Conclusion: Human Propositions in the Age of Agent Sovereignty

The essence of the competition between the four kings is the battle between the spirit of Web3 and the route of centralization of AI. When ElizaOS woven modular control network and Swarm gave birth to a black box of technology, Vana's social experiments on data DAO and BNKR may be retaining the last "digital sovereignty" for mankind. There are no bystanders in this war - every interaction between you and me is writing a new constitution for the future economy.