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Author: teng yan, chain of thought; Translation: Bitchain Vision Xiaozou
Earlier this month, SpaceX’s Star Ship No. 4 Rockets successfully launched.This is the strongest rocket in history.
The miracle of this project is equipped with an overweight booster, equipped with 33 “Raptor” engines, providing a total take -off thrust of 72 MN.From this perspective, this is twice the thrust of the Apollo plan, and it is three times that of the thrust of Aerospace Aircraft.
I have always been fascinated by Deep Tech.Behind it seems to be famous overnight is the unremitting efforts of many years and the support of millions of dollars of R & D funds.
However, people in the industry know that if a deep technology company wants to succeed, there must be many low -probability events that can be perfectly combined.SpaceX, established 22 years ago, is a dream -wide startup. It confirms the road of success well -success is the result of hard work and progress again and again.
Such a huge success is very rare in the field of encryption.
There are only a few crypto companies in the ICO boom (2017-2018) remaining in the world.Our encrypted industry is a young freshman industry. It is still short time to get people’s attention, and this mentality often penetrates into the founder’s planning of the company.
This is why seeing an OG project crossing a new height has become one of the most exciting releases this year, and it is so exciting.
1As well asArweaveandAo ComputerClosely connected
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ArweaveLaunched in 2018 is a permanent storage solution for decentralized data.Although data storage has basic importance, it has been striving to seek attractive use cases and large -scale adoption.
Data storage is not a seductive thing.It is a product.
Ao ComputerIt is Arweave’s most ambitious project.
ARThat is the storage layer.
AOThat is the calculation layer.
The goal of AO is to become a safe and scalable customized computing platform that does not need to be trusted -a super -combined computer.
The main idea is to determine the virtual machine+permanent data storage = the reproducible state.This is the idea of four years ago, and it has now been realized in the computing environment of AO -oriented participants.
I want to emphasize that AO Computer is very different from most other blockchain today.It exists because of the basic work of SAM (founder) and Arweave team over the years.Just as Shenzhen Technology startup needs a solid foundation to succeed. Without Arweave’s safe decentralized storage network, AO cannot be realized.
I am glad to see them succeed.
2, Not another Ethereum orSolana
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EthereumSolanaIt is a global synchronization state with a global sharing state.
Ao ComputerIt is a global shared message transmission machine with a local state.
Global sharing status is the default mode of the current blockchain.It enables participants to achieve consensus and trust, and maintain the integrity of the ledger.However, this is not enough to support future artificial intelligence applications.
The AO Computer framework is distinguished from Ethereum and Solana through two main functions: scalable computing power and flexible security models.
· Scalable calculation
In Ethereum and Solana, adding more computing resources (new nodes) cannot enhance the output of the network.Regardless of how many verifications nodes, Ethereum still handles 12-15 transactions per second.
However, the AO Computer framework provides a dynamic expansion method.As more computing resources are integrated into the network, the calculation output also expands accordingly.This is because the AO process is running in parallel and is not limited to the global state.
· Security
Ethereum adopts a unified security model, and each transaction is equally protected in its equity certificate (POS) network.Although this ensures consistency, for low -value transactions (such as games), it may be inefficient and costly.
The AO Computer framework introduces a flexible security model that allows developers to customize security needs according to the specific needs of the process.
3Super large computer
Imagine that you have a huge supercomputer, which consists of many small computers distributed around the world.
This large -scale networking computer can do a lot of things at the same time, such as running games and applications.Small computers communicate with the message transfer system.The best point is that each small computer will not be dragged slowly by other parts of the network, and at the same time, it can still enjoy the security and trust of the blockchain.
This is the simple concept of AO Computer.
The AO Computer framework decompose the typical blockchain node architecture into smaller modular components.These components include:
· process
· Message transmission unit
· Schedule unit
· Calculate unit
Each component plays a key role in the overall function of the system.
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From the perspective of high levels, AO can be attributed to the following three core concepts:
-The multi -process can be run parallel.
-Pyrodation sovereignty.
-O asynchronous message conveying coordination and communication between supporting processes.
· Parallel treatment
The core of the AO framework is the process, the application on the platform.These processes are operating independently and parallel.There is no memory in a single process, and the local state of other processes cannot be seen.
This isolation allows complex calculations on powerful machines, extending the design space, far exceeding the restrictions on the traditional smart contract protocol (cost, GAS limit, block size).
The calculation unit plays a key role here.They provide the necessary computing capabilities to keep the AO process efficiently running.
· The sovereignty of the application
One of the significant features of AO is that it awarded the sovereignty of the developer.
Each process runs independently, allowing developers to choose their computing tasks, virtual machines, and security parameters without being disturbed by other processes.
Developers can adjust security measures based on the value and sensitivity of specific transactions or calculations.
· Asynchronous news transmission
This is a adhesive that connects the network together.The communication in the AO protocol is managed by asynchronous message transfer.
Process exchange messages to coordinate the operation and receive the necessary data.All applications follow general message transmission standards to ensure consistency and interoperability.
The message transmission unit reposted these messages and cooperated with the scheduling unit (similar to the ROLLUP sorter). The scheduling unit sorted the message and recorded on Arweave.
4As well asAOThe chance of trillion dollars is inAIfield
· Calculation requirements, data storage and bandwidth: LLAMA-3 model requires a lot of computing resources (RAM, GPU power).Ethereum did not optimize the large -scale data storage and high bandwidth required for LLM inference.
· Delay and performance: The transaction speed of Ethereum hinders the low delay and high throughput environment required to effectively use the AI model.No user wants to wait for 12 seconds (block time in Ethereum) to get the result.
· Cost: AI reasoning on the chain is very expensive.
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SoAOLast week announced a big language model (LLM) I can run on a smart contract and directly introduce the intelligence into the blockchain. I am very excited.This will be able to integrate human decisions similar to human beings in a network that does not need to be trusted.
· Memory
Run the AI model to load the model parameter to the memory.The more parameters, the higher the requirements for memory.
Running a relatively small model like LLAMA-3-8B requires at least 12GB of memory.The GPT-4 parameters exceed 176 trillion, and the GPT-5 is expected to have 5 trillion parameters.Artificial intelligence models will only get bigger and bigger.
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Today’s blockchain is very limited in memory.From the perspective of the agreement level:
· Ethereum has 48KB memory for executing smart contracts
· Solana has 10MB memory
· Even the Internet computers (ICP) in the field of artificial intelligence, its memory is only about 3B, and artificial intelligence has limited applications.
AO uses Webassembly in its execution environment, and now supports WASM64 to support high -performance applications.At present, the memory limit of AO is 16GB, and the upper limit of the protocol level is 18EB.This enables it to run heavy calculations, such as LLAMA-3 or PHI 3 (non-quantum) reasoning.
· Data storage
WeavedriveIt is a new feature that enables AO applications to access all data of Arweave like a local hard disk.
By being a local file system in smart contracts, WeaveDrive improves the efficiency and accessibility of data storage and retrieval.More DAPPs will be motivated to upload and store data on arweave.
The AO Computer framework implements the direct chain execution of the large AI model by using the full computing power of a single machine.
By combining the unbounded environment with the efficient and accessible data storage,AOThe design space of the application on the chain is significantly extended, especially those applications computing and AI -driven applications.This promotes the development of independent intelligence with similar smart contract protection.
CRON operations (this is the unavailable function on most blockchain) and the integration of independent smart parties will significantly promote the activities on the chain and promote more complex dynamic interaction.
As we are getting closer to an era of AI everywhere, many people underestimate the importance of this breakthrough.
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Llamaland is a MMO AI game based on AO Computer.
In LLAMALAND, users can submit a petition to Llama King. Llama King is an AI smart body. It uses a large language model (LLM) to review their petitions and decide how much MeME coins are allocated to each user.It is worth noting that the entire process is completely executed on the chain, making it the first implementation of LLM running on the full chain.
Although it has not yet launched, you can pay attention to its development dynamics.
5ConstructionPermaweb
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On June 6, Arweave issued three important announcements:
· Forward Research to buy Odysee
· Autonomous Finance launches Agentfi
· AO provides $ 35 million in financing for BUILDERS of the AO ecosystem
In my opinion, the most striking move is to acquire Odysee.Most people underestimate ODYSEE.
Odysee is the largest web3 social application that no one has heard of.
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Odysee has more than 7 million monthly active users (20 times that of Farcaster’s monthly active users) and 2.2 million websites per month.Odysee is a more open Youtube version that uses blockchain technology to provide creators with greater control and freedom.Unlike YouTube, which depends on traditional advertising revenue, Odysee uses Lbry Credits (LBC) to reward creators.
Odysee is a dark angle on the Internet, where the freedom of speech is valued, and the content is less filter.Its “Wild West” is particularly attractive, because there are more controversial contents that are not filtered.
According to Similarweb, a large part of its users come from Europe, especially France, Spain and Germany.Although it cannot be matched with YouTube in scale, Odysee still attracts a large number of users, which may be potential users of AO applications.
Odysee is now based on Arweave infrastructure, adding its platform to Permaweb, allowing creators to control 100%of their content.
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AO is currently running on its test network, using authoritative certification (POA) security mechanism.Most applications on the main network will adopt the equity certificate (POS) mechanism.The main online online date has not been determined.
In the past three months, its test network has about 7,000 active users a day, 3,000 to 4,000 processes, and 182 million news.Although these numbers are not amazing, they are enough to show that this is a small but active community.
InDevi
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DEXI automatically collects and organizes data in asset prices, exchange, liquidity and other aspects.You can imagine DEXI as a Bloomberg -based Bloomberg.It is managed by independent intelligence networks, which can be connected to all available liquidity pools on Arweave.
DEXI does not need to be licensed, and directly extract data from DEXI aggregate smart body.This setting ensures anti -examination, and all information can be verified on the chain.
In0rbit
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0rbit is a decentralized Oracle network with two main components: a AO module and a node network that can obtain data from anywhere on the Internet.This is a key infrastructure that builds useful applications on AO.
The AO module interacts with the 0rbit node to send data requests and receiving results.Anyone can run nodes and contribute to the Internet.Obtaining data from the Internet asynchronous means that the process does not have to wait for response.
At present, 0rbit can obtain new information from the user -defined website API and get price information flow from the Coingecko API.
I found some other interesting things on AO, including AMM (BARK, PERMASWAP, ARSWAP), TRUNK (AO Meme currency) and Astro (excess mortgage stable currency using AR as mortgages).AO is still in the early stages, and many projects have not yet undergone production testing, or have not yet appeared in a large number of transactions.
6As well asAOToken economics
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AO tokens went online on June 14, dating back to February 27, 2024.Its distribution is fair, and I like it without investors or teams. I like it very much.
The coin timetable shows a distribution model similar to Bitcoin. There is no pre -mining and a total of 21 million tokens.The number of new coins is reduced by half every 4 years, but this is a smooth process, unlike a sudden reduction in the incident.
The new AO tokens will be allocated as follows:
· Arweave token holder (36%)
· Bridge of pledged assets such as STETH, SOL (64%)
So far, about 1 million tokens have been cast, most of which have been distributed to AR token holders.AR tokens will continue to earn AO tokens at a time interval every 5 minutes.Aocred tokens from the test network can be converted into AO at a ratio of 1000: 1.
It is important that: AO tokens were inseparable or traded before the total supply of total supply was completed (about February 8, 2025).This provides time for the development of the wing ecosystem and the start of the main network, and the AO token will be used to protect the security of the network.
· HoldARCastAO
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I made some calculations on the expected return of each AR token.The calculation here assumes that 1 AR = 30 US dollars.
The holders holding 1 AR tokens will receive about 0.016 AO tokens in the next 12 months.
· In 12 months, the AO in circulation was about 4.2 million.
The AR holding APY is moderate. According to the expected FDV, it ranges from 2.5%to 50%, which in turn depends on the market situation at the time of currency trading in the next year.Assuming that the market is in good market in 2025, the US $ 10 billion FDV may be quite reasonable, which means 25%of APY.
· Through the bridgestephEqual asset castingAO
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About 210 AO tokens will be obtained by 0.01% of the total locking value (TVL) for 12 months.
As of June 25, about 320 million US dollars of bridge STETH was used for casting AO. According to the differences between TVL and FDV,APYGundam33% -600%EssenceThe APY is estimated to be unstable and is seriously affected by the total value of the assets (TVL) and the expected token FDV.
This is for current holdingstephFor a person is a very attractive low -risk income opportunity.
APY will reduce as more and more users realize this and bridge their STETH.The idea of bridging STETH coinage is a win -win situation for the AO team and users.
Bridge STETH can generate considerable income ($ 1 billion deposit deposits per year is about 30 million US dollars), which will provide funds for ecosystem projects and other development activities.
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The TVL of monitoring bridge assets is very important because it may balance the price of AR tokens.If you keep relatively low TVL, more people may sell AR to miners who use pledged assets, and vice versa.
The total supply of mother tokens AR is 66 million, and 65 million tokens circulate in circulation.AR has potential anti -inflation attributes, because AR used for data storage will enter the donation fund. Only when mining becomes unprofitable, the donation fund will release AR tokens.
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7I am rightAOView
When considering whether an agreement will be successful, I like to decompose it into a smaller piece.
I ask myself a question: What is the most important thing for AO to achieve Solana’s success?
· rightAIHigh demand for intelligent and encrypted applications: Given the rapid development of artificial intelligence in the past two years, this seems to be the current development trajectory.Other blockchains are developing under -lintest calculations such as ZKML/OPML and other technologies, but currently only AO can directly support complete artificial intelligence calculations on the chain.
· Combined with the main blockchain: AO must be tightly combined with other major blockchain.It is unrealistic to expect existing developers and applications to completely migrate to AO.Therefore, it is essential to build bridges and communication channels with existing ecosystems.
· Development social layer: In the end, the success of the blockchain will have nothing to do with transaction speed or low cost.Cultivating a passionate developer community and attracting users are the key to obtaining widespread adoption.Monitoring developer activities and social media emotions can act as measurement indicators to a certain extent.
I will pay close attention to these three aspects and adjust my views on AO accordingly.
8, Other ideas
InAo ComputerDecentralization calculation is performed in a way that is completely different from the traditional blockchain.It may be successful or failed.But the ability to execute large -scale computing on the chain is an important unlock in the AI era.
· AO uses a method for participants.These platforms are used to require high -composite, modular and scalability systems.Although the participant model has theoretical advantages, it remains to be proven whether it can obtain widespread adoption and large -scale success.The challenges include the consistency between the handling accidents and the maintenance of distributed participants.
InAOIn the early stage.I found on the test network that most users are trying to chat and games based on text.It also needs to build tools, which takes time.Due to the different architecture and language used, it is not easy to directly from other chain transplant applications.In general, AO feels like the early Solana of 2021. At that time, there were only a few applications and many doubtful voices.
· Need long -term belief: AO requires a high degree of belief.Short -term traders may be difficult to find direct catalysts because tokens will not be traded until 2025.
· rightArweaveDemand: AO will create continuous demand for AR, which is both a growth catalyst and a new platform for application -oriented development.Each process on AO will be written on Arweave and drives the utility of AR.
AI and Crypto are undoubtedly the two most important technical paradigms in this decade.The integration of AI and encryption technology will be disruptive.In the future, we may look back at the past, and we don’t understand why we didn’t pay more attention to this.
My intuition tells me that AO will be a pioneer for leading the team.
