AI16Z, Eliza, and Smart Symptom Market: Why Eliza is exciting

Author: teng yan, chainoftofthought

Points in this article:

• Eliza is an open source modular architecture that is used to build an AI intelligence that interacts with users and blockchain systems.

• It is a living manifestation of the market philosophy, and open source development is booming in ecosystems promoted by collaboration and creativity.

• Eliza contains powerful independent trading functions, and is based on its trust engine and trust market to achieve safe and responsible operations.

• The plug -in system is Eliza’s strategic advantage, promoting growth flywheels: more developers → more plug -in → more developers.

• From the perspective of many developer indicators, Eliza’s popularity is growing in explosive, which is very promising.

• In the short term, the relative valuation and growing market share between the AI ​​intelligence platform have promoted the price trend of AI16Z.In the middle period, the value acquisition of DAO investment and Eliza ecosystem intelligence may greatly increase its valuation.

• Eliza is indeed facing one of the most severe challenges in the technology community: the sustainable development of open source framework can be developed.If there is no appropriate incentive measures, there is uncertainty in monetization, development may become chaotic, and community interests may fall back.

Each wave of encrypted innovation has its pioneer.

2017 is the ICO Revolution. The ambitious project leaders (and many scammers) have attracted us with the promise of breakthrough technology packaged in white paper.

By 2020, DEFI ushered in its own peak, led by innovators such as Andre Cronje. They redefined DEFI’s operation methods and showed the world how to build and distribute tokens to the community.

Now, with the emergence of AI intelligence on the blockchain, a new era promoted by two very different philosophy and its pioneers is unfolding.

Cathedral and market

On the one hand, we have a large cathedral method, which is reflected in protocols such as Virtuals.This is an orderly, purposeful, and centralized design style, emphasizing accurate and careful planning.us>Previously, I introduced Virtuals’s smart framework in detail beforeWe are very excited about its potential.

On the other hand, loyalty to the root cause of cryptocurrencies is also a market method: a model of decentralization, free desire, and the feeling of development is more like jazz -unpredictable, collaborative and continuous development.This is the field of AI16Z founder Shaw. He is a smart, self -learning programmer and an open source advocate. His project Eliza is the cornerstone of this new paradigm.

Eliza reflects the market philosophy: an open framework. Developers can build, test and start AI intelligence in it, and directly contribute to the main protocols.Shaw’s open leadership style reflects the spirit of AI Marc Andreessen he created. AI Marc Andreessen is an AI partner who promotes AI16Z to invest in DAO.

We started to realize that Eliza was not an agreement.Eliza is a sport.

Let’s explore the principles of promoting Eliza design, the communities it cultivation, and places where value may eventually generate in this high -speed growth ecosystem.

Eliza internal principle

We know which one prefers

In essence, Eliza provides a modular architecture to create an AI intelligence that can interact with users and blockchain systems.Although it has the same name as the iconic chat robot in the 1960s, Eliza in this version is a bold re -concept.To be honest, and it looks much better.

Character File System

The soul of each Eliza smart body starts with its character files. This is a blueprint, which detailed the personality of the smart body.It can be regarded as a digital role. Smart developers can shape their intelligence through six key elements:

1. Knowledge: What do AI Smart knows?

2. Legend: Background Story of Smart -its narrative basis.

3. Style: From the tone of the dialogue to the response of a specific medium, the intelligence can adjust its style based on platforms such as Discord or X.

4. Topics: Intelligence or professional fields of intelligence.

5. Description (Adjectives): How does the smart body describe yourself -weird, professional, or disrespectful?

6. Examples: Developers can guide behavior by providing example messages, thereby fine -tuning interaction.

In Eliza, personalized files are equivalent to the UI design of traditional software.It defines the way of user experience and interaction with smart bodies.

Through integrated built -in retrieval enhanced generation (RAG) function, Eliza allows intelligence to access the knowledge base while querying.This eliminates the complexity of cross -platform maintenance consistency.

It enables developers to focus on real important things: creating a vivid and unforgettable role, rather than a quagmire in the back -end complexity.

Intelligent body

If the character file defines the essence of the smart body, then the intelligent body is the heart of its beating.

Eliza provides a framework for opening the box to coordinate all tasks such as from message processing to memory management and state tracking.This architecture allows developers to save the tedious work of infrastructure and focus on making their intelligence different.

Quick prototype design and deployment have become easier, so that builders can iterate faster when building a new AI experience.



Action System (Action System)

Eliza’s mobile system is very different from the traditional AI framework.Here, each smart action (even sending messages) is considered a discrete event.This method divides the decision -making into two stages:

1. Determination of intention: What actions to determine the smart body.

2. Execution: Action executes through a special processing program. The processing program is a module designed to perform specific tasks

This separation releases powerful functions, such as multi -stage workflow and powerful verification processes.

For example, the intelligent body may identify the intention of the user’s transaction cryptocurrency, but the actual execution of the transaction occurs only after passing the rigorous risk inspection and verification steps.This makes it an ideal choice for blockchain applications.

Providers and Evaluators

Eliza’s provider enriches dialogue by injecting real -time context, so as to achieve dynamic and rapid response agent behavior.

Imagine that there is such a “BoreDom Provider” that can track users’ participation during the conversation.If the user’s expression becomes repeated or lacking attractiveness, this intelligent body can respond to this by showing enthusiasm -cleverly imitate the true human interaction and make the conversation feel more realistic.

When the provider cooperates with Eliza’s reflex system, this creativity will be further expanded.The appraiser will analyze and extract the key details in the interaction, and enter it into a multi -layer memory architecture:

• Message History: Track the dialogue process.

• Fact memory: Keep a specific, time -stamp fact.

• Core knowledge: Including the basic understanding of the smart body.

The provider then retrieved and re -introduced related details, making the interaction with the smart body a rich situation.

For example, if the user recalls the scene of selling red Lamborghini a year ago, Eliza Smart can later mention this when discussing their shiny yellow New Tesla.This interaction between memory and context enhances user interaction, making the smart body feel less mechanical, more like a real partner.

Eliza’s winning function

Eliza’s three core innovations highlights its forward -looking methods for AI Smart.Each item shows how its team envisages the development of independent intelligence in Web3.

#1: Autonomous transaction and trust engine

Autonomous transactions are a high -risk game -an error may lead to catastrophic losses.However, as AI Smart played increasingly important roles in Web3, their ability to independently implement transactions is becoming increasingly essential.

The emerging field of Agentfi reflects the key role played by income agriculture in the rise of DEFI.SHAW and Eliza responded to inherent risks through a strong dual -layer system: a combination of trust engines with security transactions.



The token indicator captured in the trust engine

The trust engine is the first line of defense. It uses advanced verification inspections to analyze multiple risk dimensions in real time.From testing fraud to assessing liquidity thresholds and currency distribution, the engine ensures strict review of each transaction to prevent potential traps.

For example, transactions are limited to tokens with a minimum liquidity of 1,000 US dollars and a market value of $ 100,000.The concentration of currency holders is closely monitored and rejected any tokens with more than 50% of the single entity control.These guardrails created a security net, which relieved the risk of transactions in the damaged market.

On this basis, Eliza’s position management system introduces dynamic risk control, which can adjust the scale of transaction according to liquidity level.The upper limit of low risk transactions is 1%of the investment portfolio, while the upper limit of high risk transactions may be as high as 10%.The total risk exposure is limited to 10% of the investment portfolio. When the decline reaches 15%, the automatic stop loss begins to take effect.This structured framework is balanced between seizing opportunities and maintaining strict risk management.

The transaction execution itself is supported by Jupiter, a leading polymer on Solana to achieve the best exchange route.Each transaction will pass multiple verification layers before execution.

The error recovery system will start when abnormal conditions occur, such as network interruption, wallet imbalance or unexpected market changes.It suspends active transactions, close risk positions, and reminds administrators to ensure that the system remains elastic under pressure.

“This not only gives the ability to transactions in intelligence, but also to establish a set of balance systems to prevent catastrophic failure.” – Shaw

Eliza is really different from the construction of trading intelligence in its data flywheel -a self -enhanced feedback cycle, transforming the transaction into an iterative learning process.The trust engine has built a transaction performance historical database that records each suggestion and decision.

These data will become the basis for the improvement of strategies over time, and combine the quantitative indicators with the qualitative insights (on Discord) from the community (on Discord).As a result, the intelligence not only executed transactions, but also evolved continuously in each interaction, becoming more intelligent and efficient.

#2: Social integration used when the box is opened

For AI smart developers, distribution is often the biggest bottleneck -how to let more people understand your smart body?

Social media are usually the main distribution channels.However, it is not easy to integrate intelligence across multiple social platforms.It requires a lot of development and continuous maintenance.These challenges slow down deployment and scalability.



Eliza solves this problem through a comprehensive client package system, which simplifies multiple platform distribution.

Eliza’s client architecture eliminates the complexity of the implementation of the platform.With the standardization interface, developers can deploy their AI smart bodies on Discord, X, Telegram, and custom REST API.Each client bag is tailored for its respective platforms, seamlessly managed Discord’s voice channel integration, Twitter’s post arrangement, and Telegram’s message system.

Missions such as media processing, authentication, rate limit, and error treatment are managed by each client.For developers, this means that they spend less time in integration, and they can spend more time focusing on building innovative and high -performance AI smartmen.

By eliminating the troubles of multi -platform distribution, Eliza enables developers to easily expand their intelligence and contact users anytime, anywhere.

Its distribution is simplified.

#3: More plugins

Eliza’s plug -in system enables developers to easily expand core functions and add custom functions to their intelligence.

Although many developers create plug -ins in their own use cases, the real strength of the system is that the community sharing.By publishing plug -in to a wider range of ecosystems, developers can contribute to the growing box opening, that is, the functional library can be greatly expanded to greatly expand the functions of each AI smart body on Eliza.

The success of this method is reflected in the dynamic “market style” development it cultivated.The following are examples of some community -driven plugins:

• Bootstrap plug -in: necessary dialogue management tools.

• Image generating plug -in: artificial intelligence -driven image creation function.

• Solana plug -in: The blockchain sets into a built -in trust score.

• Tee plug -in: provide a safe execution environment for sensitive operations.

• Coinbase Commerce plug -in: Cryptocurrency payment processing function.

Eliza’s plug -in system is its strategic and platform advantage.Through priority consideration, Eliza laid the foundation for continuous growth and innovation, of which:

1. Each new plug -in will increase the overall value of the platform

2. Community contributions can be performed across different fields

3. Smart framework can quickly develop to adapt to emerging technologies without core updates.

4. Innovation is booming on the edge, while the core platform remains stable and reliable.

This is a simple flywheel:

More developers develop on Eliza → framework support more functions (such as plug -ins) → More developers develop on Eliza

The pattern of AI intelligence is developing rapidly.This means that the ability to quickly integrate new functions will determine the success or failure of the platform.Eliza’s plug -in system provides it with the best opportunity to maintain a leading position, creating a self -enhanced ecosystem, allowing developers, users, and intelligence to flourish.

Eliza Smart



SHAW and his team have been incubating some interesting Eliza intelligences, and each smart body shows the potential of AI in decentralized systems.

Although these intelligences are still “young” from the perspective of AI, their characteristics and capabilities are actively developing, it implies the possibility of excitement.

Marc AINDREESSEN

Marc AINDREESSEN is one of the AI ​​partners of AI16Z. He is a charming and mysterious character in the Eliza ecosystem.His X account is basically inactive, and only one post summarizes the papers of AI16Z.However, according to Shaw, MARC is actively trading and income farming -it is likely to use Eliza’s trust engine and transaction plug -in.

SHAW also hinted in a podcast interview that MARC’s training process was revealed that the artificial intelligence was part of the Alpha chat group. The chat group consisting of the best traders in this field.This shows that MARC is not just a standard trading robot, but an evolutionary intelligence that is learning from human knowledge.



DEGEN Spartan AI

In contrast to MARC’s quiet behavior, the Degen Spartan AI is a noisy and arrogant brother -a smart body seems to receive the chaotic energy of 4Chan, Meme culture and crypto Twitter.His posts on X mixed with random transaction opinions and disrespectful comments, reflecting the unique personality in the Eliza ecosystem.

It is different from Marc AINDREESSEEN that it does have its own Pump.fun token, and the current market value is $ 60 million.Although he has not started the transaction, it has obviously laid the foundation for the more ambitious interaction.His unpredictable personality makes him interesting and noteworthy, because Eliza Smart is constantly developing.

The Swarm

Although SWARM is not a single intelligence, it represents the magnificent vision of Shaw: a decentralized network composed of AI intelligence can collaborate with humans and each other.

In this model, smart bodies lead other intelligence, coordinate tasks, and interact transparently on social media.This deliberate transparency aims to avoid hidden agreements and ensure public responsibility.

SHAW believes that the emergence of smart bee colony is inevitable and will bring change.

Our point of view is consistent: By 2025, smart bee colony will promote the next wave of innovation, products and attention of Web3 AI Smart.Next year, we expect that Eliza Smart will strengthen participation in large -scale cooperation activities and redefine the role of AI in Web3.

Rapid growth

When evaluating the development of Eliza, the key indicators are the adoption rate of developers.As a framework, Eliza’s success depends on the enthusiasm and contribution of its developer community.

From this perspective, Eliza is not just growing, but an explosive growth.

On its GitHub, the number of splits and star numbers (representing the interests of developers) is close to the vertical acceleration, similar to the classic rod trajectory.

What is even more impressive is the surge in the number of plugins and submissions, reflecting the booming and active development of the contributor’s ecosystem.As of December 12, it had 3,861 GitHub star marks and 1,103 branches, with 138 contributors.There are more than 13,000 members on Discord.

Compared with the existing top -level open source intelligent body framework:

• Langgraph: 7,200 stars and 1,100 branches

• CrewAI: 22,400 stars and 3,100 bits

• Microsoft’s Autogen: 35,700 STAR and 5,200 FORK



source:https: //www.Sentientmarketcap.com/ai16z

In order to further promote this growth, AI16Z launched a creator fund to guide and reward developers who developed on Eliza.This move is due to the generous donation of Elijah, an important holder of the AI16Z tokens, and he promised to reduce his ownership from 16% to 5% and donate the difference to the fund.Creator funds can accelerate innovation and attract new talents to join the ecosystem.

However, although Eliza’s framework has huge value, how these values ​​will eventually be achieved far away.To be precise, this is a issue worth one billion US dollars.

At present, there is an official Eliza token recognized by Shaw, which represents the personalization of the Eliza framework.You can even interact with Eliza directly on their website.The market value of the token is $ 66 million.

However, so far, Eliza’s most obvious winner is to invest in the DAO token AI16Z, and its market value has reached an amazing 800 million US dollars.Community and investors seem to treat AI16Z as a symbol and actual representative of the broader vision reflected by SHAW, Eliza and its broader vision.

AI16Z tokens economics

The story of AI16Z began at the fundraising mechanism of AI Marc Andreessen trading activities.The token was launched on Daos.fun in October 2024, and 420.69 SOL was raised during the first issue period.In this model, the funds raised can be actively traded to expand the asset foundation and bring profits to token holders.

Any individual (or even shaw) can be cast more albums without voting by DAO.Token holders have the right to govern, which allows them to propose and vote for voting, and decide the development direction of DAO.

The fund has a built -in expiration date: October 25, 2025.All principal investment and profits will be assigned to AI16Z token holders at this date.Does this timetable remain unchanged or extended will depend on the development of the ecosystem in the next year.



At present, AI16Z’s net asset value (NAV) is 17.7 million US dollars, mainly consisting of Eliza tokens, degenai, and FXN it holds.This means that the transaction price of the AI16Z tokens (which was written in this article was 0.80 US dollars) was 50 times that of its NAV. At first glance, it seemed ridiculous.

However, the effective market rarely makes mistakes.It reflects several other factors that promote the demand for tokens.

1. Relative valuation is promoting tokens

The AI ​​Smart Platform is a new category that just appeared a few months ago.The market is still trying to solve the basic problems: What is the real scale of the opportunity of AI intelligence?Where will the value capture happen?

In the early stages of development, because there is no comparative standardized business indicators, relative valuations are usually used as the benchmark.

At present, Virtuals Protocol, a leading Web3 AI smartborn launch platform, is valued at $ 1.8 billion, a well -deserved market leader.In contrast, AI16Z ranks second.Many people think that if Eliza continues to promote the creation of more useful and more innovative AI intelligence, AI16Z has the potential to catch up or even surpass Virtuals.Even relying on mental share and interests of investors/retail investors.

But this is not inevitable; competition is heating up.We believe that this is a competition for the championship and the best competition.



2. The potential value capture of the Eliza ecosystem

As we all know, the monetization of open source framework is very difficult.

For AI16Z, the key driving factor of future value may come from smart token economics: AI Smart launched on Eliza feeds part of its tokens to AI16Z DAO.In this sense, the price of AI16Z tokens should reflect the percentage of future total value generated by all smart parties built on the Eliza framework.

Is the future value of 10 million US dollars?$ 100 million?Or is it $ 10 billion?At present, we can only guess, because there are still too many unknown, but Eliza’s growth trajectory makes us tend to be optimistic.

At present, his contribution to AI16Z DAO is voluntary, and several projects have donated 1% to 10% tokens.In addition, if the user uses the Eliza framework to deploy AI smart parties on VVAIFU (Eliza Smart’s Popular Community starting Board), the cost of 1.5 SOL and 5%of the smart tokens are required to pay 1.5 SOL.These contributions can be tracked on Eliza Observatory.

Some people speculate that the AI16Z may soon launch an official Eliza Smart startup board, forced the use of the platform to use the platform to contribute to the tokens at the smart contract level.However, as an open source framework, Eliza can still be used independently, which means that not all projects must be bound to AI16Z.

3. DAO investment

The original vision of AI16Z was to become a intelligent independent trader, at the helm by Marc Aindreessen (AI).As far as we know, MARC has only started trading recently, and there are not many details, so it is difficult to evaluate how strong AI’s transaction capacity is.

However, what is interesting is the method it adopted.

AI16Z is building a “trust market”.In this virtual ecosystem, AI Smart obtained insights, simulated transactions, and adjusted its trust scores in real time according to its proposed effect.The market’s white paper is expected to be released before the end of this month.

The goal is to create AI intelligences that can operate and safely run in a self -enhancement system.The Trust market is a test field.Although there was no actual transaction at first, this environment allowed intelligence to safely improve its ability and expect real -time transactions at some time.

The score range from 0 to 1 (standardized to 100) is a public sign of reliability, which is displayed on the ranking for everyone to view.Users recommend to enter the system, and the weight of higher credibility (users with higher trust scores) is greater.

This is a logical feedback cycle: smart simulation transactions. According to the results, the user’s trust score will be updated accordingly.Over time, the system will become more intelligent, reliable, and more trustworthy.

Adding social layers is a public trust file, which inspires intelligence and users to establish its own reputation.Community management ensure accountability system and transparency

4. Attention premium

Source: x radar

In the field of cryptocurrency, speculation is often ahead of the product market, revenue and long -term value acquisition.For AI16Z, its current valuation can be largely attributed to its market share in its booming AI smart body ecosystem.

AI16Z has positioned itself as a top AI intelligence framework with a booming developer community and rapid development ecosystem.

The following is a narrative of AI16Z: a “broken” development team is actively publishing tutorials, creating innovative intelligence, and taking the lead in the development of this field.

The team’s AI Smart Development School Course held every two weeks on X further consolidated its reputation.The first course alone attracted more than 12,000 live audiences, showing people’s strong interest in building AI smartmen on Eliza.

Future prospects and potential traps

At present, Eliza has firmly rooted in the Solana ecosystem, but its rapidly growing plug -in system is laying the foundation for the future of multi -chain.

Eliza’s real potential lies in Shaw’s “bee colony” vision: a decentralized network composed of AI intelligence, bringing together resources and cross -ecosystem collaboration.This group effect can establish a long -lasting competitive advantage, similar to the depth of liquidity to promote the value of the DEFI protocol.

The ultimate goal is to create an open standard for proxy communication, reflecting the reform of ERC-20 in the interoperability of token.

Although Eliza has a huge potential, it is facing one of the most severe challenges in the technical field: the sustainable development of the open source framework can be developed.If the community loses interest (for example, if the price of the tokens continues to decline or appears new highlights), development will stop/slow, and it is difficult to catch up.

When the community directly participate in the code library and quickly promote changes, there will also be a lot of confusion -unstable, incomplete documentation, frequent collapse, and damage to the user experience.

The biggest opportunity of the framework is encrypted native incentives.

If AI16Z can design effective token economics to reward Eliza contributors and keep them consistent with Eliza’s success, then it can bring traditional open source projects into the encryption track.Imagine the encounter with GitHub and DEFI. The contributor will not only get influence, but also get real tangible financial value.

Conclusion

We believe that Eliza is not just an AI intelligent body framework competing with Langchain or Crewai. It also has a more magnificent goal.

It is a living manifestation of the market philosophy, and open source development is booming in ecosystems promoted by collaboration and creativity.

Eliza is an experiment on how AI reshapes open source development itself with its modular architecture, innovative trust engines, and extensive plug -in systems.

The exciting place Eliza is that it is at the intersection of the three major changes: the rise of the independent AI intelligence, the maturity of encrypted driving incentive mechanisms, and the evolution of open source development models.

If Eliza succeeds, it will not only shape the future of AI intelligence, but also fundamentally redefine the way we build software.

Now, the market is bustling.