Rocky
Rocky|Jan 06, 2026 15:48
I recently discovered a project in Sei Ecology called @ Kindred_AI. This is the first time I have felt that Web3 may really usher in the first "consumer grade AI application" that ordinary people use every day. Here are some observations from my real experience. one ️⃣ What does it do? Simply put, Kindred puts the antenna baby Hello Kitty、 Astro Boy and these top IPs have become your 'on chain AI companions'. It's not quite like a simple NFT, its trump card lies in the experience and assetization: ·Emotional assetization: It can have voice chat and remember your preferences and secrets. As the interaction deepens, this NFT is no longer cold code, but an asset that carries our memories. ·Smooth interaction: With Sei's high performance, its voice conversations can achieve second level response. This level of smoothness comparable to Web2 is currently beyond the reach of most public chains. Especially for users outside the circle, 'easy to use' always ranks first. Kindred is one of the few projects that allows users to ignore the threshold of blockchain technology and directly enjoy the fun of products. two ️⃣ The data is very hardcore. In Web3, data fraud is easy, but retaining fraud is difficult. Take a look at Kindred's transcript: ·Terrifying usage duration: Users of the Warner Bros collaboration project have an average daily usage duration of up to 6.2 hours per person. ·Extremely high real retention: Without any token incentives or P2E incentives, the Axie pilot achieved a 30 day retention rate of 52%. This means that users really enjoy playing, not just for grooming. ·Millions of traffic pool: The waiting list has exceeded 7.4 million people and is still growing rapidly. Imagine if these tens of millions of people successfully convert to on chain users, it would be a nuclear level traffic injection for the Sei ecosystem. three ️⃣ Why Sei? The existence of Kindred is actually the best stress test and advertisement for Sei's performance. It proves that only L1 optimized for high-frequency trading like Sei can carry this large-scale, high concurrency real-time AI interaction. Once Kindred is successful, Sei's narrative logic will be upgraded from a simple "transaction chain" to a "lifestyle chain". In summary, the market has recently rebounded and AI related projects have experienced a strong rebound. Currently, Kindred has integrated "Web3+AI+IP". Capturing the eternal needs of humanity - loneliness and companionship. This is a Web3 portal that may be opened by millions of people every day. If 10 million people start using encrypted wallets because of an AI doll, it is a huge victory for the industry in itself. For the current market, it is one of the projects closest to "going public" and deserves attention.
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