Market Opportunity

在AI与加密货币的交叉赛道，我们正处于一个独特的发展时间窗口。Web2领域的AI应用已经在教育、医疗、金融等多个垂直领域展现出显著成效，不仅完成了技术层面的突破，更重要的是找到了适配特定场景的商业模式。这些成功经验表明，AI技术要真正创造价值，需要与具体应用场景深度结合。

相比之下，Web3领域的AI应用仍处于基础设施建设阶段。目前市场上的主流AI Agent项目可以分为几类：

• 致力于打造AI Agent基础平台，虽然实现了基础流程的打通，在应用场景的深度优化方面还有提升空间

• 专注于特定功能(如市场分析、交易信号等)，往往存在用户价值传递不够清晰、应用场景过于零散等问题

• etc.

在此基础上，垂直领域的深耕机会显得愈发显著。在Web2领域，多个头部企业选择用6-12个月时间专注解决某一垂直场景的应用落地和用户采用问题，在并不是第一梯队研发大模型的前提下，实现了后来居上。在AI应用领域，深耕垂直场景、注重实际价值创造是一条可行的发展路径。

加密货币交易这一垂直领域具有独特优势。它不仅有明确的用户需求和价值变现场景，更重要的是具备天然的数据开放性和全球化特征，这为AI应用提供了良好的发展土壤。

我们认为打造一个成功的加密货币交易AI生态系统需要解决以下核心问题：

1. 降低开发门槛：目前AI Trading Agent的开发仍然面临着高昂的技术门槛和资源门槛，需要更加完善的基础设施支持。

2. 提升应用深度：单一的市场分析或交易信号已无法满足用户需求，需要打造更加系统化、个性化的解决方案。

3. 优化用户体验：现有解决方案往往存在使用流程割裂、功能过于分散等问题，需要更好地实现场景整合。

4. 构建价值闭环：确保生态系统中的各方参与者都能获得合理的价值回报，从而推动生态的可持续发展。

DolphinX采取了系统性的解决方案：

在基础设施层面，我们打造了完整的AI开发支持体系，包括专业的框架工具、丰富的数据资源、完善的评测体系等，显著降低了AI Trading Agent的开发门槛。

在应用层面，我们注重打造端到端的用户体验，将AI分析、社交传播、交易执行等功能有机整合，让用户能真正体验到AI赋能带来的价值。

在生态建设层面，我们创新性地设计了多层次的价值分配机制，确保开发者、用户等各方参与者都能获得与其贡献相匹配的回报。

At the intersection of AI and cryptocurrency, we are in a unique development window. AI applications in Web2 have shown remarkable success across vertical sectors like education, healthcare, and finance, achieving not only technological breakthroughs but more importantly, finding business models that fit specific scenarios. These successes demonstrate that for AI technology to create real value, it must deeply integrate with specific application scenarios.

In contrast, AI applications in Web3 are still in the infrastructure-building phase. Current mainstream AI Agent projects in the market can be categorized as follows:

• Projects focused on building basic AI Agent platforms - while they have achieved basic process integration, there is room for improvement in optimizing application scenarios

• Projects concentrated on specific functions (like market analysis, trading signals, etc.) - often facing challenges in clear value delivery to users and fragmented application scenarios

• etc.

Given this foundation, opportunities in vertical domains have become increasingly prominent. In Web2, several leading companies chose to spend 6-12 months focusing on solving application implementation and user adoption issues in specific vertical scenarios. Despite not being first-tier companies in developing large models, they achieved success through later advancement. In the AI application field, deep cultivation of vertical scenarios with a focus on creating practical value is a viable development path.

The cryptocurrency trading vertical domain possesses unique advantages. It not only has clear user demands and value realization scenarios but more importantly, features natural data openness and global characteristics, providing fertile ground for AI applications.

We believe building a successful cryptocurrency trading AI ecosystem requires solving these core challenges:

1. Lowering Development Barriers: AI Trading Agent development still faces high technical and resource barriers, requiring more comprehensive infrastructure support.

2. Deepening Application Integration: Single market analysis or trading signals can no longer meet user needs, requiring more systematic and personalized solutions.

3. Enhancing User Experience: Existing solutions often suffer from fragmented user processes and scattered functionalities, requiring better scenario integration.

4. Building Value Loops: Ensuring reasonable value returns for all ecosystem participants to drive sustainable ecosystem development.

DolphinX has implemented systematic solutions:

At the infrastructure level, we have built a complete AI development support system, including professional framework tools, rich data resources, and comprehensive evaluation systems, significantly lowering the development barriers for AI Trading Agents.

At the application level, we focus on creating end-to-end user experiences, organically integrating AI analysis, social communication, and trade execution functionalities, allowing users to truly experience the value brought by AI empowerment.

At the ecosystem building level, we have innovatively designed multi-level value distribution mechanisms, ensuring developers, users, and other participants receive returns matching their contributions.