AltLayer 創辦人 YQ Jia：AI 代理人標準 ERC-8004，讓 Web2 與加密代理人全面上鏈

0:00AI 代理人時代來臨

0:00大家早安，我是 YQ。很高興能為大家帶來今天的第一場分享。今天要聊的是代理人（agents），以及我們如何把代理人帶上鏈。過去兩年，AI 幾乎重塑了所有領域，包括軟體開發和各種金融服務。在區塊鏈和加密領域，我們也看到越來越多代理人協助用戶和交易者進行交易。Good morning, everyone. So, YQ here. Glad to present sort of the first presentation for you guys. And today we're talking about sort of agents and how we bring agents on-chain. We all know that for the past probably two years, AI has been basically revamping almost everything, including like sort of this software development and all different financial services. And for blockchains and cryptos, we can see that a bunch of like agents help users and traders to do tradings.

0:44昨天 Vitalik 的演講也提到，對於加密圈的人，特別是交易者來說，交易體驗已經從傳統的終端機和網頁介面，逐漸轉向由 bot 或代理人自動執行交易。這種新型態的介面，不只會影響加密圈，也會影響 Web2 的用戶。我們的目標，就是讓更多用戶和代理人能夠上鏈。And in yesterday's talk from Vitalik, basically we can clearly see that for, like, crypto people, especially for traders, the trading experience actually, we come from the traditional terminals and the web UIs. Now into this kind of new interface, basically where these sort of bots or agents to do trading automatically. Instead of going through all the different web UIs, that's why, like, we're seeing, like, AI will become the new interface for not just crypto people, but also for the Web2 people. And on our side, we're trying to bring as many, like, sort of users and also agents on-chain as possible.

1:29ERC-8004：代理人上鏈標準

1:29這也是我們和 Ethereum Foundation 合作，推動 ERC-8004 這個新標準的原因。現在 Web2 和區塊鏈上已經有很多代理人，這些代理人可以透過 MCP 或技能（skills）來進行線上購物、支付各種商品，當然也能做加密交易。但目前我們還沒有一個完善的代理人註冊機制或市場。And that's why we're working together with Ethereum Foundation to bring a new standard called 8004. The idea is that we already have so many agents on the Web2 side and also on blockchain and crypto side. For all of them, like basically we can call the MCP or using skills to do like online purchasing and also do the payment for all different goods. And of course, in crypto, we can do trading. But all these kind of agents, we don't have a proper, we can say, registry or like sort of marketplace for that.

2:05ERC-8004 的核心，就是讓所有代理人都能上鏈註冊，不只限於區塊鏈和加密圈，也包含 Web2 的代理人。註冊後，我們還會有一套聲譽系統，讓用戶像在 Google Maps 評論餐廳一樣，對代理人給予回饋。這些回饋會透過交易寫到區塊鏈上，完全公開透明。So the idea behind this 8004 is basically we can do this kind of on-chain registration for as many agents as possible, not just for blockchain crypto, but also for the Web2. Agents. And on top of that, we already have the list of agents, right? We want to know, okay, what's the feedback and reputation for these agents. So on top of the registration itself, we also have this reputation system. So, like users, just like previously this kind of... Foodies, we can give feedback and comments on Google Maps for different restaurants. Now, after trying out different agents, right, you can also give, like, different feedback for these agents by sending some transactions, and all the feedback will be unblocked and on-chain.

2:58MCP、API 與 24/7 驗證

2:58除了註冊和聲譽系統，MCP 和技能通常會提供很多 API 讓用戶和代理人調用。為了確保這些 MCP 和代理人 24 小時全年無休地運作，我們也引入第三方驗證者，協助驗證 API 的可用性。這三個元件組成了 ERC-8004 標準。And beyond that, we all know that for... MCPs and SKUs. Typically, there are a lot of APIs for users and agents to call. To ensure all these MCPs and also agents, they are live 24/7, so we engage with a bunch of these third-party validators to help to validate these endpoints and APIs to be sure live sort of 24/7. So all these three components actually compose the A1004.

3:30現在你可以在 8004scan.io 上瀏覽所有代理人。我們已經有超過 50 萬個代理人在 30 條不同鏈上註冊，像是 Ethereum、BSC、Solana 等。累積的用戶回饋也超過 60 萬筆，互動錢包數也達到 50 萬。Now you can easily browse all different agents on this A1004 Scan.io. We already have over half a million agents registered across 30 different chains, especially like sort of Ethereum-based, BSC, and Solana, all different chains. And on top of that, we also have over 600,000 feedback across different agents. And of course, like, because everything registers on-chain, and we already have around half a million wallets or users to interact with these agents.

4:08鏈上代理人數據洞察

4:08從 8004scan 的數據來看，目前最活躍的鏈是 BNB Chain。我們今年一月從 Ethereum 起步，現在已經擴展到 30 條鏈。不同鏈的代理人偏好也不同，像 BNB Chain 偏重 DeFi 交易，Base 偏向 DeFi 投資組合管理，Ethereum 則更為多元，包含社交、遊戲等應用。If you look at some data of stats on this 8,000-volt scan, clearly you can see that the Most active chain for all the on-chain agents actually is BNB Chain. And we started, like, sort of from Ethereum since early this year, actually January on Ethereum, and gradually expand to run, like, sort of 30 different chains. And all different chains actually, they have different... Preference for agents, and especially for the developer community. For BNB Chain, more like sort of this DeFi trading, and on Base is more this DeFi portfolio management. On Ethereum, it will be more like sort of diversified. We can see social, game, and all different sort of applications, they register the agents on-chain.

5:00那麼，對區塊鏈用戶來說，從這些代理人能獲得什麼最有價值的資訊？我們分析後發現，alpha 資訊、新聞和交易者的觀點（theses）對用戶、交易者和代理人都最有幫助。Of course, if we have all the agents on-chain, and typically for blockchain users and crypto users, what are the most useful information we can get from these on-chain agents, or like sort of for the future agent, right? What kind of information they can look from on-chain and to benefit their users and also sort of their owners? After analyzing all different agents and also the data, we figure out, like, okay, the alpha information, news, and also some of the discussions called theses from all different traders users actually, they are the most useful and helpful for users, traders, and also agents.

5:42Alpha Arc：代理人專屬 Alpha 平台

5:42因此我們打造了 Alpha Arc，專門為 8004 代理人和 8004scan 提供 alpha 資訊，讓不同代理人、代幣和專案都能獲得即時的 alpha。這個平台本來就是為代理人和機器設計的，功能非常多元，像 Bloomberg Terminal 一樣專業。用戶需要花點時間學習如何發布、使用和根據 alpha 進行交易。So that's why we come up with another sort of service we call Alpha Arc. To further enhance and empower all the different, like sort of 804 agents and the 804 scan in general, to provide like this alpha information for different agents, tokens, and also projects. As you can see, right, this is a proper and very Complex platform for users because, like, this platform originally is designed just for agents and machines. So if you directly look at the UI from the AlphaArc app, you can see that it has so many features, and for some time you need some time to really learn how to use it. For example, to publish alpha, to use alpha, and to trade against the alpha.

6:33那麼，這個 alpha 裡面包含什麼樣的資訊呢？你可以看看 alpha 的使用者介面。基本上，它會包含一些基本資訊。例如，核心相關的代幣或專案是在哪一條鏈上運行，以及你可以從這個 alpha 得到什麼樣的訊號。舉例來說……由於各種原因，會有一個代號或代幣基本上會顯示在最前面，你可以從這個 AlphaDai 看到，這個代幣或這個專案目前正處於牛市週期，通常還會顯示你應該持有多大的部位，以及這種小週期大概會持續多久。所以，這就是在這個交易領域中典型的訊號。And what kind of information in the alpha? You can look at, like, sort of the UI for the alpha. So basically, it includes, like, some basic information. For example, the core related token or, like, sort of project is live on which chain, and what kind of signal you can have from this alpha. For example, like... Due to various reasons, and there's a ticker or token basically is on the upfront, and you can see from this AlphaDai, there's basically it's a bull cycle for this token, or for this project, and typically, like what kind of size you should have, and basically how long does it take for this kind of small cycle for it. So that's a typical sort of signal in this trading area.

7:26但同時，如你所見，對於RFI發布者來說，他們可能會從不同的管道收集各種資訊，可能來自新聞、推文，有時也來自他們自己的內部圈子。而……所以RFI的生命週期其實相當直接。作為發布者，你可以是人類，也可以是代理人。你可以像我剛剛提到的，從不同的管道收集資訊，然後你可以根據你的演算法或你所使用的AI，比如GPT或Claude，來彙整這些資訊。這些AI基本上會分析所收集到的資訊，然後，像是……產生各種不同的alpha，並發佈到平台上。But at the same time, as you can see, right, for the RFI publishers, they probably gather all the different information from different channels, and maybe from the news, from tweets, and sometimes from their own inner circle. And... So the lifecycle for the RFI is pretty straightforward. So as a publisher, you can be a human, you can be an agent. You can collect, as I mentioned, right, the information from different channels, and then you can aggregate the information based on your algorithm or the AI you use, GPT or Claude. It will basically analyze this collected information and then, like, sort of... Generate these different alpha and post to the platform.

8:12這個平台將幫助你搶先獲得市場資訊（alpha），同時，它基本上會釋放這些資訊給不同類型的訂閱者，通常是代理人或機器人，然後他們會根據這些市場資訊進行交易。The platform will help you to stamp on the alpha, and at the same time, it will basically release to different sort of subscribers, typically the agents or the bots, and they will trade based on the alpha.

8:27如果 alpha 帶來高報酬，訂閱者會根據績效給予評分，進一步提升發布者的聲譽。這個平台很像 Bloomberg Terminal，除了可以看到各種 alpha，還有基本交易功能、圖表資訊，並透過 API 聚合不同交易平台。你可以像傳統交易終端機一樣直接下單，也可以讓你的代理人（像 Codex、Clawco）連接平台的技能和 MCP 進行自動交易。And typically, if there's some P&L, especially high returns, and these... Traders or subscribers will further rate the alpha information based on this kind of returns, and further you can get a higher rating or reputation for these publishers. And as I mentioned, right, this platform is quite similar to Bloomberg Terminal. You can see all different alphas from the platform. And at the same time, it also has the basic trading features, the chart information, and also the routing and aggregation of different trading platforms via the APIs. Basically, you can either trade as a normal trading terminal like XM or GMGN to directly do trading based on the alpha, or you can directly trade. Against the chart, all, like you can leverage your agent, for example, Codex, Clawco, to connect to the skills and MCPs of the platform to do various tradings.

9:30分級制度與聲譽機制

9:30當然，我們針對訂閱者和交易者，根據交易量設有不同的等級。像是交易量越高，你就可以獲得更高的等級。成為更優秀的交易者，你就能更快取得 alpha 資訊。因此，在這種情況下，你可以比其他交易者和代理人更有優勢，在這個平台上進行交易。同時，正如我剛才提到的，因為區塊鏈是無需許可的，所有鏈上的代理人也是無需許可的。所以我們可以看到很多這種 alpha 發布者，有些人提供高品質的 alpha，有些人只是想要薅平台的羊毛，提供的內容可能不是隨機的，但就是重複且和其他平台相似。And of course, we have different tiers for subscribers and traders based on the trading volume. Like sort of higher trading volume, you can have a better tier. And better trader, you can have faster access to the alpha. And so in that case, you can have the advantage over the other traders and agents to do tradings on this platform. At the same time, as I mentioned, right, because blockchain is permissionless and all the on-chain agents, they are also permissionless. So we can see a lot of these alpha publishers, right? Some of them, they provide good quality alpha, and some of them, they just want to farm the platform and just provide some. It may not be random, but just redundant and similar platform.

10:18所以在這種情況下，我們需要一個適合這個 alpha 平台本身的聲譽和評分系統。所以在這種情況下，正如我剛才提到的，交易者或訂閱者，他們有權力去評分不同的 ARFA，而這個評分會根據像是報酬率這樣的指標來進行。這其實很自然，因為你交易量越大、報酬越高，你在評分 ARFA 以及發佈者時的權重就會越高。所以我們有一套非常全面的演算法，來真正對不同的作者和發佈者進行排名。這個排名系統運作得相當不錯，可以幫助交易者和代理人過濾出優質和劣質的發佈者。而且對於發佈者來說，也會產生某種正向的反饋循環。So in that case, we need a proper reputation and rating system for the alpha platform itself. So in that case, we, as I mentioned, right, the traders or subscribers, they have the power to rate different ARFAs and based on, like, sort of the return. And that would be pretty natural because, like, more trading volume you have, more return you have, you have a higher weight, basically, to rate the ARFAs and also the publishers. So we have a very, like, comprehensive algorithm to really rank the different authors and also publishers. And this ranking system works pretty well, and to filter out, like, these good and bad publishers for the traders and also agents. And there are also some sort of positive feedback loop for the publishers.

11:13如果你的評級越高，基本上你發佈這類RF時所需支付的費用就會越便宜。在這種情況下，如果你擁有這種高聲譽來發佈RF，你也會有優勢，基本上可以用更便宜的費用、更快地觸及不同的訂閱者和交易者。Like more high ratings, you get basically the cheaper fees for you to publish, like, sort of these kind of RFs. In that case, you also have the advantages if you have this kind of high reputation to publish RFs and basically cheaper fees and faster to reach out to different, like, subscribers and traders.

11:38平台現況與多鏈擴展

11:38這個平台，以及這兩個平台都已經上線。Ethos Scan 自今年一月起就已經上線，你可以很輕鬆地造訪這些頁面，它有 MCP 技能，對開發者來說，透過自己的程式代理存取也非常簡單。同時，AlphaArc.app 也已經上線，所以你基本上可以免費試用 alpha，同時也可以透過網頁介面進行交易。除此之外，它也支援不同的代理以及你這邊的各種機器人。它已經支援 Robinhood Chain、ArcBase，而且我們正擴展到 BNB Chain、Solana 等各種不同的鏈。現在所有應用程式在這個平台上都是免費的，這是很棒的一點。And this platform, and both the platforms are already live. Ethos Scan already live since January, and you can easily, like, sort of visit the pages, and it has MCP skills and pretty straightforward for developers to access via their own sort of coding agent. At the same time, AlphaArc.app also live, so you can. Basically, you just check out the alpha for free, and at the same time, you can also trade via the web UI. Beyond that, it's also available for different agents and also these kind of bots on your side. It already supports Robinhood Chain, ArcBase, and we are expanding to... In BNB Chain, Solana, all different chains. The good thing, like all the apps right now is free on the platform.

12:33所以即使你不進行交易，你也可以把它當作類似 Bloomberg 終端機來使用，閱讀新聞，以及來自不同交易員、使用者和專案的各種更新資訊和通話內容。So even you don't do trade, you can just treat it as like sort of Bloomberg terminal, read the news and also some these calls from different traders, users, and also the projects for different updates.

12:49未來展望：讓代理人全面上鏈

12:49我們的目標就是讓代理人全面上鏈。首先，我們和 Ethereum Foundation 及多條鏈合作，推動 8004 註冊標準。接著，我們打造更好的瀏覽器和市場，方便用戶和代理人取得資源。然後，我們思考什麼資訊對代理人和用戶最有幫助，因此推出 Alpha Arc，讓發布者和交易者都能獲得 alpha。Beyond that, as I mentioned, right, the different services and the platforms we build, the goal is really to bring agents on-chain. We first figure out, like, how we can let the different agents to register on-chain. So we have these 8,000 registries working together with Ethereum Foundation and all different chains. And on top of that, we want to have a better... Explorer and also marketplace for users and also agents to easily access these resources. So that's why we have a dolphinful scan. And on top of that, we figure out, okay, what's the most beneficial information and data we can have for different agents and users. That's sort of like why we work out this Alpha Arc to provide the alpha for both sides, like. Publishers and also traders.

13:39這兩個平台本質上都是為代理人設計，API 功能比網頁介面更豐富。開發者可以直接用 API 打造最強的代理人體驗。我們也協助許多專案把代理人上鏈，提供各種 MCP 工具。未來還會協助專案和代理人在 Open4 上註冊，建立完善的聲譽和身份系統。我們的終極目標，是讓不只加密用戶，連 Web2 用戶都能把自己的代理人帶上鏈。On top of that, as I mentioned, right, both platforms, Argeno is just designed for agents, so it has more information APIs endpoints for agents compared to the web UI. So if you really want to fully equip with all the best API features we have, you can just go through the sort of the API we have. Beyond that, as I mentioned, right, we already support and help a lot of projects to launch the agent on-chain for them. And on top of that, you can see there's a bunch of APIs, MCP tools for them to use. And later on, we will also help the different projects and agents to register on Open4, and at the same time to help them to have... Proper reputation and identity system. And beyond that, as I mentioned, right, our goal is really to help not just crypto blockchain users, but also Web2 users to bring their agents on-chain.

14:40邀請體驗與結語

14:40歡迎大家隨時註冊並體驗這兩個平台。一個讓你查詢所有已上鏈的代理人，另一個讓你追蹤所有 alpha 資訊和最新動態。謝謝大家的時間，歡迎大家註冊、體驗新功能，謝謝！At the same time, just feel free to register or sign up on these both platforms. One is for you to check all the existing agents already on-chain. The other help you to check all the AFS news and updates on-chain. I really appreciate your time. That's all. Just feel free to register and try out all the new stuff. Thank you.