# Сопутствующие статьи по теме Agent

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Agent", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

From OpenClaw to the History of the Web: When AI Gains Sovereignty, What Remains for Humanity?

From Web1 to Web4: A History of Power and Ownership in the Digital Age This article examines the evolution of the web not as a series of technical upgrades, but as a fundamental shift in power—specifically, who owns data, controls wealth, and wields productive force. **Web1 (Read-Only):** Characterized by one-way communication. Platforms like Yahoo owned all content and users were merely passive consumers, or "traffic," with no digital assets. **Web2 (Read-Write):** Users became content creators, but platforms like Facebook and TikTok established a "panoptic dictatorship." They harvested user data to create immense value, but users retained only usage rights, not ownership, of their digital assets and social presence. **Web3 (Read-Write-Own):** A movement to reclaim digital rights through cryptography and decentralization. It enables true digital ownership (e.g., via private keys) and trustless systems (e.g., DAOs, smart contracts). However, it remains a wild frontier with significant legal and security challenges, lacking a capable "workforce" to realize its full potential. **Web4 (Agent Economy):** The convergence of AI Agents and Crypto. AI Agents (autonomous, task-completing AIs) use Crypto as their native currency for machine-to-machine transactions. This shifts power from humans to algorithms, creating independent AI economic actors. This raises critical legal questions, such as liability for AI errors. The future could lead to two extremes: a utopia of liberated human creativity or a dystopia of extreme inequality if AI power is monopolized by a few. **Survival Guide for Web4:** * **Work:** Become a director and risk-manager for AI, not an executor. * **Invest:** Focus on projects with genuine utility, not hype-driven "air tokens." * **Risk Management:** Prioritize robust legal and compliance frameworks for AI operations. The conclusion emphasizes that understanding the transfer of power and assets is key to navigating the future, urging innovation within the boundaries of regulation.

marsbit03/23 13:32

From OpenClaw to the History of the Web: When AI Gains Sovereignty, What Remains for Humanity?

marsbit03/23 13:32

From Tencent and Circle: Looking at the Easy and Hard Questions of Investment

The article contrasts the investment prospects of Tencent and Circle in the AI era, framing the decision as a choice between "easy" and "hard" problems, inspired by Charlie Munger's philosophy. Tencent's stock has declined despite strong earnings, as the market shifted from fearing insufficient AI investment to worrying about excessive spending. The author argues this pessimism is overdone. WeChat's nascent AI agent, Yuanbao, is seen as a prototype for a future, more powerful system-native agent. Crucially, this agent would have system-level permissions to seamlessly interact with the massive Mini Program ecosystem (housing apps like Meituan, Didi, etc.), making it a practical, usable product for billions. The author believes the high-probability success of this inevitable development makes investing in Tencent an "easy" decision that the market is currently overlooking. Conversely, Circle's recent rise is fueled by the AI narrative, specifically the belief that AI agents will require blockchain-based stablecoins for settlement, with USDC as the leading compliant option. The author deconstructs this bullish thesis, identifying high uncertainties in its core assumptions: whether AI transactions will *necessarily* use stablecoins (vs. other protocols like Google's UCP), USDC's ability to maintain its lead against competitors like Tether or PayPal, and whether stablecoins even possess strong network effects in an agent-dominated world where cost and friction are paramount. The compounding uncertainty makes investing in Circle a "hard" problem, riskier than market sentiment suggests. In summary, the author posits that Tencent presents a clear, high-probability opportunity (easy), while Circle's future is built on a chain of speculative assumptions (hard).

marsbit03/21 11:20

From Tencent and Circle: Looking at the Easy and Hard Questions of Investment

marsbit03/21 11:20

Why Did Five Giants Jump In Within a Week to Open Bank Accounts for AI?

The article discusses a significant trend where five major companies—Stripe, Paradigm, Visa, Mastercard, and Coinbase—collectively launched initiatives within a week to enable AI systems to autonomously conduct financial transactions. Stripe and Paradigm introduced Tempo, a $5 billion blockchain project focused on machine-to-machine payments via its Machine Payments Protocol (MPP). Visa launched a command-line tool for AI agents to make credit card payments, while Coinbase upgraded its x402 protocol to support broader token payments. Mastercard acquired stablecoin firm BVNK for $1.8 billion to facilitate crypto-based transactions. World, co-founded by Sam Altman, released an identity verification toolkit for AI agents. The push stems from the growing capability of AI agents to perform complex tasks independently, creating a need for payment infrastructure that doesn’t require human intervention at every step. Traditional payment giants see an opportunity to leverage their existing networks, while crypto companies argue that blockchain-based systems offer a more seamless solution for non-human entities. Despite the high valuations and investments, current transaction volumes remain low (e.g., x402 recorded ~$65k in 24 hours). The situation parallels past infrastructure booms, where early investment outpaced immediate demand. The race to dominate AI payments is underway, but widespread adoption may take time.

比推03/19 13:15

Why Did Five Giants Jump In Within a Week to Open Bank Accounts for AI?

比推03/19 13:15

活动图片