Recently, I noticed an interesting phenomenon. A certain project team has recently changed their approach, no longer constantly shouting about the ecosystem concept, but instead engaging with industry influencers and academic circles on social media. At first glance, it seems like they are not focusing on the main business, but upon closer inspection, the underlying logic is truly fascinating.

What are they busy with? The core is solving a fundamental obstacle of AI—memory loss.

Currently, most smart contracts are essentially one-time use. Once used, they are done; there is no state accumulation. This is fine for human transfers, but what if an AI Agent needs to do long-term planning? For example, if an agent needs to make complex decisions across multiple steps, and it cannot remember what it did earlier, it simply cannot execute the subsequent steps. It’s like a person waking up every time with amnesia.

Their technical solution is straightforward: using one protocol for data compression and storage, and another protocol for reasoning processing. In simple terms, they want to turn blockchain from a "computing tool" into a "memory bank."

The current market cap is indeed modest, just over 20 million, and liquidity is average. But what if this approach really works out? Then it’s not just another public chain, but the infrastructure for the entire AI application ecosystem—providing a stable external storage system for robots.

The value of infrastructure is often not immediately apparent. When the Agent economy truly explodes, whoever can provide AI with the cheapest and most stable "memoir" solution will hold a ticket to hard currency. I am optimistic about this direction, not because of the current price, but because this problem itself is a painfully real pain point.