Arc Releases V1 litepaper, Why Is the Price Falling Accelerating?

In a fragile crypto market that is in dire need of positive external stimulus, it seems that the "good" of blueprint planning is not enough.

Written by: Haotian

As the last strong backbone of the last wave of on-chain AI Agents, it is unbelievable that it has accelerated its decline after issuing a big "positive" of V1. However, in a fragile crypto market that is in dire need of external positive stimulus, similar blueprint planning "positives" do not seem to be enough, but will be interpreted as falling less than expected? Anyway, let me tell you what I think after reading arc V1 litepaper:

1. From Rig as the underlying basic framework of Rust to catching up with #ai16z and launching Launchpad first, $arc's technical fundamentals have always been relatively solid, which is probably the key to its ability to turn things around many times when the entire AI Agent market is in turmoil.

However, as I said in my last article analyzing manus, web3 AI Agents have always lacked the innovation drive of web2 AI Agents, and many AI Agents have been immersed in some sketched ethereal visions and continue to fail to land, resulting in frustration in the market's expectations for web3 AI Agents.

Therefore, not only arc, but also the market value of the entire on-chain AI agent has been plummeting recently, and a new hope is urgently needed to be nurtured on the chain. So, I don't think the problem with ARC itself is big, it's just that it's a bit difficult for a single project to break through the downward trend of the overall track at this stage;

2. The core feature of arc V1 is an "AI Agent App Store" called Ryzome, which can connect to web2 and web3 AI Agents at the same time. Let's be honest, at a critical time when manus was in high demand, Arc's launch of Ryzome was a bit of a hit. But if you understand the architectural philosophy and the specific initiatives behind Ryzome, you will change your mind.

The overall design architecture of Ryzome follows the concept of interoperable protocol layer used in web3, which is equivalent to building a blockchain multi-chain architecture similar to Cosmos, and Ryzome is its IBC relay chain interoperability protocol to achieve interoperability of different blockchains. Therefore, there is nothing wrong with Ryzome saying that his goal is to connect web2 AI Agent and web3 AI Agent.

In Ryzome's core technical architecture, there is an Anthropic Model Context Protocol (MCP), which is equivalent to a translator in the AI field, and compared to the Cosmos architecture, it is equivalent to a set of webAssembly (WASM) bridge functions, which can enable agents using different API interface services to achieve interoperability.

According to the white paper, this is similar to HTTP for AI, which allows AI agents running on Nation, Slack, and Google Calendar to seamlessly connect to Ryzome systems. In particular, many AI agents in web2 are basically "data islands" due to their centralized server architecture. The MCP "compiler" can also connect data between web2 AI agents, build a unified standardized interface and communication language for them, and remove the barriers to cross-platform collaboration.

On the whole, except for the name definition of "app store", Ryzome's other frameworks and conceptual designs are quite in line with the concept of multi-AI agent interactive communication in the future. Even if everyone criticizes ARC for only scratching the concept, it wouldn't be bad to be able to rub out such a complete architecture within a day or two of the launch of Manus, right?

3. Regarding the subsequent application scenarios of the ARC token, the whitepaper mentioned that ARC will become the main fuel of the Ryzome ecosystem and drive the operation of the entire system. This means that as long as web2 and web3 AI agents interact with each other using this set of standards, their transaction fees will be settled in arc.

This means that if web2 agents want to interact with each other, they also need to use arc as fuel. After reading the multimodal execution agent built by manus, everyone realized that the agent will definitely move towards the era of large-scale collaborative applications in the future. In this context, arc has sent a set of standards and frameworks for its own token model incentives, which is actually quite Make Sense.

Above.

I really don't want to talk about why too much value can't be supported by prices in a big downtrend. In fact, in the long run, there is a need for interoperability between web2 AI Agent and web3, what will support the ecosystem for transactions after agent interoperability, and whether the trend of AI Agent track will continue in the future. If you understand this, and then look at the above analysis objectively, you can understand what I am expressing.

No one cares about technology and operation and maintenance fundamentals during the market rise Fomo period, it is understandable that during the market decline panic period, if the technology and operation and maintenance fundamentals are also useless, then only give those who believe in it a little confidence!