Recently, I delved into a project in the #Sei ecosystem—@Kindred_AI. This is the first time I feel that #Web3 might really be on the verge of welcoming the first "consumer-grade AI application" that ordinary people will use daily. Here are some observations from my real experience. 🧐
1️⃣ What does it do?
In simple terms, #Kindred transforms top IPs like Teletubbies, Hello Kitty, and Astro Boy into your "on-chain AI companion." It's different from simple NFTs; its secret weapon lies in experience and assetization:
· Emotional assetization: It can chat via voice and remember your preferences and secrets. As interactions deepen, this NFT becomes more than just cold code; it becomes an asset that carries our memories.
· Smooth interaction: Relying on Sei's high performance, its voice conversations can achieve millisecond-level responses. This level of smoothness, comparable to Web2, is something most public chains cannot achieve. Especially for users outside the circle, "ease of use" always comes first. Kindred is one of the few projects that allows users to overlook the blockchain technology barrier and directly enjoy the product's fun.
2️⃣ The data is very hardcore.
In #Web3, data forgery is easy, but retaining forgery is difficult. Let's look at Kindred's report card:
· Terrifying usage duration: Users of the Warner Bros collaboration project have an average daily usage time of up to 6.2 hours.
· Extremely high real retention: Without any token incentives or P2E incentives, the 30-day retention rate for the Axie pilot reached 52%. This means users genuinely enjoy playing, not just for rewards.
· Tens of millions of traffic pool: The waiting list has already surpassed 7.4 million and is still growing rapidly. Imagine if these tens of millions successfully convert into on-chain users; it would be a nuclear-level traffic injection for the Sei ecosystem.
3️⃣ Why #Sei?
The existence of Kindred is, in fact, the best stress test and advertisement for Sei's performance. It proves that only an L1 optimized for high-frequency trading like Sei can support such large-scale, high-concurrency real-time AI interactions. Once Kindred runs smoothly, Sei's narrative logic will upgrade from a mere "transaction chain" to a "lifestyle chain."
In summary, with the recent market recovery, AI-related projects are experiencing a strong rebound. Currently, Kindred integrates "Web3 + AI + IP," capturing humanity's eternal needs—loneliness and companionship. This is a potential Web3 entry point that could be opened by millions daily. If 10 million people start using crypto wallets because of an AI doll, that itself would be a significant victory for the industry. For the current market, it is one of the projects closest to "breaking out," and it deserves attention. 🧐

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