Haotian
Haotian|May 06, 2026 08:59
Last time I talked about a series of controversial topics related to @ worldlibertyfi, I expressed a viewpoint that ignores the various right and wrong in the market, and only needs to focus on the "market share" of USD1 integrated into the Binance ecosystem. In fact, there is one more point: the performance of WLFI ecosystem projects. Just happened to see the emergence of @ WorldClawAI. To put it simply: 1) WorldClaw is indeed the first AI project in the WLFI ecosystem and is stuck on the track of token transfer stations. Its features are also prominent: using one WorldRouter account can connect over 300 mainstream models, with a focus on comprehensive coverage. Additionally, its pricing is about 30% cheaper than OpenRouter. I have previously written about the business of Token Transfer Stations. In my opinion, running a Token Transfer Station is more dependent on channel resources and prices, and will eventually create a new market pattern in the price war. Platforms like Openrouter, which have a first mover advantage, have unstable business models, and many latecomers will have opportunities; 2) If WLFI's bundling of Binance to make up the market share of USD 1 is still giving play to the Trump family background of the project and Binance's channel advantages, the emergence of projects like WorldClaw shows that USD 1 will bet on the narrative of the Agricultural Economy with killer application scenarios. This is indeed a potential stock direction that can integrate both web2AI and Crypto narratives at the same time, because AI agents must complete autonomous settlement to develop the A2A economy, and naturally cannot rely on traditional fiat currencies or other high volatility cryptocurrencies anymore. Stablecoins such as USD1 will find the most suitable application scenario, and even do not need to compete with the native DeFi track, making them more suitable for overtaking in corners.
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