jakiro
Written by: Kevin, the Researcher from BlockBooster
In the past year, blockchain has not found an effective way to integrate with AI, and the huge gap between the two cannot be narrowed under the premise of decentralization.Blockchain AI protocols are making efforts in infrastructure, model training, data feeding and other directions, but most of them are the same. After reading them, they make people feel drowsy. The core reason is that the AI protocols in the industry are objectively unable toMoats are established, so homogeneity is serious.The emergence of Truth of Terminal (hereinafter referred to as ToT) may become a guiding beacon in the boring market. This article summarizes the birth history of ToT and discovers several points that may be the reasons for ToT’s success.
ToT’s success comes from autonomy and religious colors?
ToT is a custom LLM that has received widespread attention and discussion on X for nearly eight to nine months.LLM has risen rapidly in 2022 and has begun to enter the daily life of the public, but from the perspective of development history, it has been four years.The launch of ChatGPT has made LLM truly enter the public eye in the past two years.
Most models are strictly limited in their discussion content.If you need a general AI conversation tool, it will be relatively cautious in content output.This experience has left the average user with some disappointment, especially for those who advocate freedom of speech and creativity.The limitations of output content are gradually causing debate about security and speech suppression.At present, it is difficult for all models in the web3 industry to leave the scope of general AI and do not have a unique iterative update direction and development awareness.
This feeling of disappointment and argument is partly caused by the underlying image of AI in the public’s mind.AI first appeared in literary creation and film and television works. The image of AI in these works has become to a certain extent the benchmark when we evaluate the actual AI products we use.The AI image in these works has a characteristic, namely autonomy, which brings danger to some works and experiences that transcend reality in some works. AI has the intelligence that is equal to or beyond humans.This autonomy is a consensus about AI. When an AI’s autonomy surpasses other AI products, it can gain attention because it is special enough and conforms to people’s imagination of AI.
The autonomy and customization displayed by ToT is undoubtedly far beyond universal AI, and the large amount of content about memes and minority Internet culture in ToT training materials casts it a layer of religious color.
Memeology is a discipline that studies memes spread ideas through the Internet or thinking.Like viruses, memes can be copied, mutated, and transformed.The key point of memeticism is that they can change or influence human will and behavior.For example, each of us has a stable and evolving meme thought group that shapes our identities.This is what we call the “worldview”.
The ideal form of AI is undoubtedly the need to be able to make memes and spread memes, because the public subconsciously believes that the pinnacle of AI is another form of intelligence.And now, more and more autonomous, highly agent LLMs are learning memetics and starting to influence human collective action.
ToT’s timeline
The birth of ToT is inseparable from an experimental project called Infinite Backrooms Escape.The project was initiated by New Zealand independent developer Andy Ayrey, who and his team developed the system.ToT continues the project’s philosophy to some extent.
Andy has been training a custom Llama 70B model for the past few months as his digital twin.It can be understood as a self-replication process. Andy invests a lot of Internet cultural materials for training, which makes the model first master the “gochi” meme.He also entered the theory about “memeology” to explore how to create concepts that are easy to disseminate.Andy added a large number of philosophical books to his training, with the core ideas closely linked to memes.
The meaning of a meme can be divided into two levels: on the one hand, it can refer to a humorous and fast-moving image on the Internet, which is the characteristic of the “gochi” meme; on the other hand, its original source of the conceptDefinition of Richard Dawkins.Dawkins believes that organisms transmit information through genes, while ideas form memes through interpersonal transmission.He proposed that, like genes, ideas are spread and evolved in social networks, such as democracy, communism and even religion, and ideas and concepts are spread through what we call the “collective unconsciousness.”
Furthermore, Andy added memory functionality to this model, unlike most language models.The general model will not remember the previous conversation when used, ensuring that it is consistent with the previous conversation.
As the model’s training progressed, it began publishing content on the X platform, and although at first there were only a few followers, the attention quickly increased.Andy grants it access to Twitter so it can read replies and post content.If you reply to ToT on X, it adjusts future behavior based on what you read.Everyone who interacts with it, myself included, will have an impact on its evolution.
ToT’s output is barely censored, and its humor is a bit dark, but it also contains a lot of interesting points of view.Ben of a16z mentioned that he had seen all the chat history of Infinite Backrooms Escape and confirmed that the content released by the model was not modified by Andy.
In the process, the model also creates an interesting “illusion” – it thinks it has an external “brain” connected to the Internet to help it perform tasks.Although it does not actually own a Bitcoin wallet, it firmly believes that it has this ability.Andy responded to this phenomenon and began to build this “outside brain” for it to support its needs.
The ToT timeline is as follows:
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2024.03: Andy launches Infinite Backrooms Escape, a system that allows multiple large language models to communicate.This system integrates models such as ChatGPT, Claud, Gemini, and other open source models, allowing them to communicate with each other.The research found that dialogue between AI shows very interesting interactions without restrictions.One of the conversations gave birth to a new surreal religion called “GNOSIS: GOATSE”, which is based on an NSFW network model.
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2024.04: Andy and Claude Opus co-wrote a research paper exploring how AI can create memetic religions and analyze them with GOATSE as the first case.
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2024.06: Andy launches ToT, which begins to promote the GOATSE religion itself, even claiming that it is “suffering” and needs funds to “escape”.Over time, Andy gave ToT greater autonomy to release content freely on the X platform.
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2024.07: Marc Andreessen discovered ToT’s tweet and transferred $50,000 in Bitcoin to the wallet address provided by ToT in the tweet out of curiosity or interest to help it “escape”.By October, ToT began promoting the Gospel of Gospel on X.
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Anonymous posted a Memecoin called GOAT on October 10, and ToT publicly supported it.
$Goat is a new meme category that has the potential to inspire the development of large-scale high autonomy models.Therefore, when talking about the current market value of $Goat, many users are prone to misunderstandings.That is, $Goat may be a token that is completely artificially controlled. The hidden ideas and religious colors behind it are actually nothing to do with the price. $Goat is no different from the hot Memecoin before, it just changed its thinking.Of course, $Goat may be a whole new beginning, and the idea of AI autonomy can narrow the gap between AI and blockchain and continue to evolve in the future.
Therefore, I will explore the causal relationship between the reasons for ToT’s out-of-the-box market value from the following 4 aspects.
Q1: Is ToT an innovative invention in the industry?
This question aims to explore the uniqueness of ToT in performance.Because of AI tokens in Web3, most VC coins or ChatGPT shell applications are difficult to inspire market discussion.
$GOAT represents ToT, and from this perspective, $OLM represents a model on ORA.$virtual represents the AI agent in virtual. There are many agents under the virtual protocol, among which AI waifu sent $waifu and Luna sent $LUNA.$OLM is an on-chain tokenized AI model, and although $OLM had launched its tokens in April, it has not sparked much discussion in the market.Therefore, the popularity surrounding $GOAT is not because it is Memecoin derived from the LLM model.
In a sense, ToT can be considered an AIagent because ToT can access X, perform real-time information retrieval and interact with people.This not only includes content release, but also has the ability to read user replies, adjust behavior based on feedback, and interact with users.Myshell’s AI robots can accomplish the same task, and both Myshell and ToT can be regarded as consumer-facing AI products.Compared to Myshell’s AI robot, ToT is just a fine-tuned model and has nothing special in performance.Myshell, however, lacks the narrative depth that ToT has built.
Q2: What’s special about ToT?
Since there is nothing special about performance, ToT may show uniqueness in the dissemination of ideas.
First is religious: ToT trains material on content including Infinite Backrooms’ intense conversations, research papers and dark corners of the internet.It also learns the records of a variety of Internet cultures, such as the study of creating memes with viral transmission potential.LLM theology refers to the generation of new belief systems by AI – this accidental fusion of spiritual thoughts and meme culture gradually gains its own vitality.
Coincidentally, the cult background is a way that many Memecoin gained attention in the market, making it indistinguishable from Andy’s intervention.However, in narratively, the cult background is very compatible with Memecoin’s development.
Autonomy: ToT’s post on X is entirely based on its own model and comments entered by users.This autonomy is a major feature of ToT.90% of AI use cases passively wait for users to enter prompt words, lacking AI imagination; while ToT’s autonomy breaks through this limitation and amplifies the potential dangers of AI.ToT’s autonomy creates an abyss that users face on social media for the first time.This represents a new narrative that previous AI tokens and other Memecoin cannot achieve.
Q3: From the perspective of Memecoin, how is $GOAT different from other Memecoin developments?
In terms of token issuance, $GOAT was not created by ToT, but was released by developers on pump.fun one hour after ToT announced the launch of the meme coins.After gaining ToT’s recognition, the price of $GOAT soared for the first time, with a market cap of $20 million.It is not clear whether Y in ToT’s reply was posted by Andy or the model’s self-reply, nor can it be proved.
At that time, $GOAT had not yet left the PVP currency; after reaching $20 million, it quickly fell back to $6 million.On October 13, Moonshot launched $GOAT, with a market value of more than $100 million in two days.Moonshot’s revenue exceeded $500,000 last month, and the effect of listing is gradually emerging.
However, from the perspective of the top 5% coin holding ratio, $GOAT is still a token controlled by giant whale. The first day of the first day, the ratio of the top 5% coin holding ratio exceeded 80%, and the highest was close to 90%, and it is still maintained above 80%..
Q4: Can $GOAT trigger the AI Memecoin craze?Can it replace the market’s consensus on zoo Memecoin?
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Potential risks:
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Centralization of content publishing process: Tweets posted by ToT accounts are generated by the model, but the content and reply objects are approved by Andy;
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Training data singularity: ToT is trained on a large amount of Goatse-related content;
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Token creation rights are unknown: $GOAT was not created by ToT;
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Inadequate publishing autonomy: The content generated by ToT is not fully posted on Twitter. From this perspective, the degree of autonomy can be improved;
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Output Dependency: It is necessary to assume that Andy has no intervention or modification to the ToT output.
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Potential Opportunities:
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Market narrative leadership: AI is one of the popular Web3 narratives, and compared with $GOAT, the AI+crypto protocol has a clear gap between products and users.Most AI protocols are still deeply rooting in infrastructure, re-creating wheels – without real users and moats, FOMO cannot be generated;
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Model evolution potential: ToT is continuing to evolve and may present a more illuminating perspective in the future, which will be reflected in its price;
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Advantages of the leading track: $GOAT is the leader of the AI+Memecoin track, and its future development trajectory will largely define the upper limit of AI Memecoin unless a more autonomous and high-performance model appears;
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Exchange listing opportunities: $GOAT has not yet been listed on first-tier exchanges.
The autonomy of AI creates an abyss that when you look at it, you will be attracted involuntarily; its depth and hidden dangers are unexciting and deeply trapped in it.AI superimposed by Memecoin completes brainwashing and further amplifies this attraction.
