Recently, the Ethereum mainnet quietly accomplished a significant task—ERC-8004 (Trustless Agents) protocol officially went live. If you miss DeFi Summer in 2024, you definitely can't overlook the infrastructure of the 'AI Agent economy' in 2026.

👇 Why is ERC-8004 important? Previous AI Agents were like 'ghost accounts'; you didn't know who wrote them or if they had any malicious records. ERC-8004 is like issuing every AI Agent a 'digital ID' + 'credit report'. It solves the trust issue through three on-chain registries:

Identity: Each Agent has a unique NFT identity (ERC-721), no longer a disposable account.

Reputation: Records the ratings given to it by users or other Agents (similar to the Uber rating system).

Validation: Proves that this AI has really completed the task, without any bluffing, using ZK or TEE technology.

This means: Future AIs can accumulate credit like humans, engage in lending, and even AIs from different companies (like Google's Agent and your Trading Bot) can collaborate securely across platforms!

🔍 Market hotspot scanning (combining on-chain data)

Current funds are mainly concentrated in two major sectors, the logic must be clear:

1️⃣ Application Layer: AI trading robots (the hottest short-term funds), these projects are the most intuitive, helping you with automated trading and yield aggregation.

$ECEI: Orders can be placed using natural language (Ex: "Help me buy 1000U ETH"), with very low barriers.

ZiFi: Focuses on yield aggregation strategies, currently the highest TVL (Total Value Locked), about 11 million USD.

Auto (Bear AI): Highly volatile, a typical Degen trade, those with weak hearts should skip.

2️⃣ Infrastructure Layer: Selling shovels (long-term value is higher), this is a direction I personally favor, after all, AI trading robots will change, but 'identity verification' and 'payment' are necessities.

WAAI: Performs 'two-layer verification' of ERC-8004, adding an extra lock on top of the standard, with strong underlying technical logic.

$KITE ($KIT): Focused on AI payment Layer, already listed on Binance, the payment scenario will be stronger after integrating ERC-8004.

Three: Integrates x402 (payment protocol) with Agents, creating a closed loop of 'AI making money -> AI spending money'.

💡 The market now is somewhat like the early NFT market, with meme coins and diamonds flying together. In the short term, I see explosive potential in Trading Bots, but in the long term, I will keep an eye on infrastructure that provides 'utilities' like 8004scan (browser) and Giza (ZK verification).

The era of AI in Web3 has just begun.

#ERC8004 #Ethereum #AIAgent