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Feb 08
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LONG
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David Krais
AI Lead at the Ethereum Foundation
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David explicitly highlights "Virtuals Protocol" and "Olas" as the two teams that were "seeing that the future of AI is multi-agent" and creating agent registries before ERC-8004 launched. ERC-8004 is an interoperability standard, not a competitor. Its launch validates the thesis of these specific protocols. As the "Agentic Internet" grows, the first-mover protocols that organize and coordinate these agents (Virtuals/Olas) will capture the initial liquidity and developer mindshare. LONG. These are the pure-play assets for the "Agent Economy" narrative. The standard (ERC-8004) is open-source; value might accrue to the base layer (ETH) rather than the application layer protocols if they don't maintain a competitive moat. |
Unchained (Chopping Block)
Want to Hire an AI Agent? Check Their Reputat...
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