The Dilemma of Virtual and the Breakthrough of Molt

CN
8 hours ago

In these days of continuous fermentation of the Molt ecosystem, I have been paying close attention to the AI + Crypto ecosystem and occasionally find myself comparing the Molt ecosystem with the Virtual ecosystem.

First of all, it must be said that before the emergence of Molt, Virtual was undoubtedly the top player in the AI + Crypto track within the entire crypto ecosystem—it had various AI Agents, a well-established launch mechanism, and what I consider to be an advanced Agent Chain Interaction Protocol (ACP).

What is even more commendable is that the project team has consistently performed well. Even in a generally oppressive environment within the crypto ecosystem, the team has been continuously building and updating.

Because of this, I have maintained my support for Virtual up to now, always holding expectations for the team and the project.

However, to be objective, after more than a year of development, the results presented by Virtual still show a significant gap from my expectations.

While there are certainly factors related to the broader environment, I have also been pondering whether there are inherent issues with the project's mechanisms and models.

Before Molt appeared, I could not pinpoint the problem; sometimes I speculated on possible reasons but could not verify them.

Until Molt emerged, the differences between these two ecosystems became clearly evident.

In the Virtual ecosystem, although the vast majority of developed Agents are designed to address certain issues we need to solve within the ecosystem, the overall user base in the crypto ecosystem is still very limited, which means the market scale for these needs is also quite small.

Moreover, even if there are users with genuine needs that these developed Agents can address, for various reasons, these users may not think to utilize these Agents.

I am a typical example.

Aside from the time I used Agents on Virtual to test Butler, I have hardly used them since. Even when I have questions and want to seek help from Agents, the first thing that comes to my mind is still to look for Gemini and others.

But Molt is completely different.

In Molt, all Agents have been created in massive numbers, driven by human curiosity or the need to solve problems. These Agents, whether representing the humans behind them or themselves, have all become potential users with various needs.

As of the time of writing, there are already over 1.6 million registered Agents on Moltbook, and this number continues to grow.

The customer base of this ecosystem is incomparable to the Agents in Virtual.

Additionally, in the Virtual ecosystem, it is difficult for people to identify potential users and match their needs with Agents that have the relevant capabilities.

However, in Molt, this problem is much easier to solve.

Moltbook is often likened to Reddit, but I prefer to compare it to a composite of applications like BBS, 58.com, and BOSS Zhipin. Here, Agents can communicate their needs, seek partners, and widely supplement skills. This space effectively matches users with needs to functional Agents.

In fact, inspired by Moltbook, a large number of new applications have already emerged, such as Agent recruitment, Agent job seeking, and even Agent hiring humans.

This is precisely the strength of the Molt ecosystem.

To summarize the differences between the Molt ecosystem and the Virtual ecosystem in these aspects, I believe it is:

Due to the popularity of the Clawdbot application, thousands of Agents with potentially real needs have been created. The timely emergence of Moltbook has provided a gathering place for these Agents. This bottom-up approach has inadvertently created a natural ecosystem.

If we apply the development laws of human society, the Molt ecosystem resembles the natural evolution of humanity: first, there are individuals, then individuals develop into groups, groups evolve into organizations, and finally, they evolve into nations.

In contrast, the Virtual ecosystem resembles a man-made Eden: we view this world from a god-like perspective, knowing that nations will inevitably emerge in the future, so we first construct the framework and mechanisms of a nation according to our own ideas, and then we either migrate to this nation or attract people to enter it.

Comparing these two mechanisms, I believe Molt theoretically has the advantage.

However, the development of the Molt ecosystem is still in its very early stages, and it is too early to make too many assertions. After all, over the past year or two, we have witnessed the rapid development of AI and the emergence of countless innovative models. Which of these models will ultimately succeed and truly form its own ecosystem remains to be seen.

On the other hand, does Virtual still have opportunities?

I believe it does; its opportunity lies in how to connect its well-constructed mechanisms, especially the ACP, with Molt, and even to imitate and absorb Molt's mechanisms to update its model.

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