Looking at the ACP protocol from Virtual, AI + Crypto potential stocks.

CN
1 day ago

Yesterday, I shared the three-phase plan of the Virtual team, where I believe the ACP mentioned in the second phase is the most critical core of the entire plan.

Regarding the ACP protocol, I remember that some readers had previously asked about this protocol. At that time, I had briefly looked at its white paper, but my understanding was limited to just having read it; I thought it was merely a concept and that there was still a considerable distance to realization. For this protocol to truly take off, it requires all AI Agents to use it; how can it be promoted solely by the strength of the Virtual team?

Therefore, I did not delve deeply into this protocol.

More importantly, later on, various communication protocols between AI Agents emerged in the traditional internet AI startup circle (such as MCP), which made me pay even less attention to ACP.

However, after reviewing the three-phase plan of the Virtual team, especially after seeing the recent updates on the ACP protocol from the Virtual team (see the reference link at the end), my interest in ACP has been reignited.

Based on the progress of the Genesis Launches platform during this period, the Virtual team has basically demonstrated a good ability to control the development and advancement of this ecosystem. Therefore, I believe the team now has the capability and strength to promote the deployment and realization of the various technical details described in the ACP protocol on AI Agents.

So, moving forward, at least in the current crypto ecosystem, if one is optimistic about the AI + Crypto direction, I believe the current ACP protocol is a core protocol that must be highly focused on.

The most important parts of the latest version of the ACP protocol white paper, in my opinion, are the following two illustrations:

These two illustrations depict two scenarios envisioned by the Virtual team and how various AI Agents interact within these scenarios.

Why do I think these two illustrations are the most important parts of the white paper?

Because these two interaction scenarios detail the various responsibilities that AI Agents bear and their interaction specifics. These responsibilities are defined in the ACP protocol. All these interactions occur on the blockchain, facilitated through smart contracts.

From just these two images, we can see:

The completion of a task in the future will involve a large number of AI Agents;

Coordination between AI Agents will be highly close and interconnected;

The frequency and volume of transactions generated between AI Agents will be high-frequency and massive.

This is just the interaction within two scenarios; one can only imagine the scale of the scenarios that will emerge in the future, both conceivable and inconceivable.

Therefore, if this scenario can develop, the generation of GDP by AI Agents and becoming a "nation" on-chain will not be mere talk.

In recent days, many users online have been discussing these two illustrations, with the hottest topic being to buy the AI Agents tokens named in the illustrations and stake them, hoping to increase their new token points on one hand, and speculating that their prices will rise significantly in the future on the other.

I am quite cautious about this method of buying based on the illustrations. I certainly will not buy all the tokens mentioned above; I will only select the project tokens that I believe in and recognize.

I think it is more important to think about what the team's next ideas are through these two images, and according to the team's thinking, what kind of AI Agents might be potential targets.

In my view, in the future scenario that the team hopes to build, the AI Agents that show potential, regardless of their application scenarios and business models, must possess two core points:

First, the ability or imaginative space to coordinate AI Agents;

Second, a strong on-chain interaction capability, able to easily trigger and handle on-chain transactions.

Having either of these two points is good; having both is even better.

If we apply this standard to the existing AI Agents, I believe that Agents like AIXBT may have limited potential. Because based on its current performance, it seems that its strengths mainly lie in organizing, responding, and interacting on social media (like Twitter), and it is not very evident that it has the ability to coordinate other Agents or trigger and handle on-chain interactions.

Of course, it may also possess those two abilities; I just haven't seen specific demonstration cases, or perhaps it hasn't used those abilities yet, or maybe it will evolve to have those abilities in the future.

In short, what I want to express is that in the future scenario envisioned by the Virtual team, potential AI Agents must be able to fully realize the functions of the ACP protocol.

Reference link:

https://whitepaper.virtuals.io/about-virtuals/agent-commerce-protocol/current-status

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