DeFAI: Can the deep integration of AI and DeFi lead the new wave of AI Agents?

1. The Concept and Operation Mechanism of DeFAI

1.1 Overview of DeFi AI

DeFAI is the combination of AI and DeFi. Although AI-related concepts have gone through multiple rounds of hype, from AI computing power to AI Memes, and from different technical architectures to various infrastructures, DeFAI as an emerging concept is becoming a new breakthrough point in the industry. Currently, DeFAI can be mainly divided into three categories: AI abstraction, autonomous DeFi agents, and market analysis and prediction.

1.2 The operation process of DeFAI

The core of the DeFAI system is the large language model (LLM), which operates across multiple levels of technology and processes, involving everything from data collection to decision execution. Generally, the DeFAI model follows the six main workflows below:

1. Data collection: including on-chain data, off-chain data, and decentralized data sources.
2. Model inference: Analyze and predict using techniques such as supervised learning, unsupervised learning, reinforcement learning, and natural language processing.
3. Decision Making: Develop optimal strategies through the collaboration of optimization engines and multi-agent systems.
4. Custody and Operation: AI models can be hosted using centralized or decentralized methods.
5. Interoperability: Achieve interaction with various Decentralized Finance protocols through API integration and decentralized messaging.
6. Wallet Management: Use MPC wallets or TEE technology to ensure transaction security and autonomy.

1.3 The Relationship Between DeFAI and the Concept of "Intent"

The vision of DeFAI is to enable users to manage their investment portfolios independently and simplify the entry barriers to participating in the cryptocurrency market. This vision is closely related to the concept of "intention." In traditional trading, users need to specify a clear execution path, whereas in intention-driven scenarios, the execution path is matched and determined by solvers and AI. From this perspective, DeFAI can be seen as a new way to realize "intention."

In the future, the ultimate form of large-scale blockchain applications may be a combination of AI Agent, Solver, Intent-Centric, and DeFAI.

2. Overview of DeFAI Related Projects

Currently, the DeFi领域 has emerged with multiple innovative projects, including but not limited to:

1. Griffain: A platform that supports the issuance of AI Agents and Decentralized Finance operations.
2. Hey Anon: An AI-driven protocol that simplifies Decentralized Finance interactions.
3. Orbit: A platform that lowers the participation threshold for Decentralized Finance.
4. Neur: A full-stack application designed specifically for the Solana ecosystem.
5. Modenetwork: AI x DeFi Innovation Center on Ethereum Layer 2.
6. The Hive: A Solana DeFi platform that integrates multiple AI models.
7. Bankr: An AI assistant that simplifies cryptocurrency operations.
8. HotKeySwap: Provides AI-driven DEX aggregator and analysis tools.
9. Gekko AI: An AI agent focused on automated trading.
10. ASYM: Provides AI-driven DEX aggregation and investment analysis.
11. Wayfinder Foundation: A cross-chain interactive AI tool.
12. Slate: General AI agent connectivity infrastructure.
13. Cod3x: No-code development tool for building Decentralized Finance strategy agents.
14. Almanak: Self-learning AI Agent optimizing Decentralized Finance and gaming projects.
15. HIERO: Multi-chain intelligent tool supporting natural language trading commands.

3. Development Directions of AI Agents

Currently, the development of AI Agents in the financial sector faces two main directions: Game (GameFAI) and Decentralized Finance (DeFAI).

3.1 GameFAI Direction

Projects represented by M3 (Metaverse Makers) showcase the potential of GameFAI. However, factors such as long game development cycles and high resource requirements may limit its rapid development in the short term.

3.2 DeFi Direction

The DeFAI project is developing rapidly, with market capitalization rankings including GRIFFAIN, ANON, OLAS, and others. These projects focus on simplifying DeFi operations and providing smart trading tools, attracting significant market attention.

4. Conclusion

The rise of DeFAI reflects the enormous potential of the combination of blockchain and AI technology. Whether it's GameFAI or DeFAI, both showcase unique market prospects. GameFAI may lead the autonomous evolution of the virtual world, while DeFAI is expected to simplify financial operations and improve efficiency. In the future, truly successful projects will need to find a balance between technological innovation and practical value, providing users with genuinely useful solutions.