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Ai16z is a rather complex and unconventional project
• Initially,it was about VC DAO.
It leveraged the reputation of a16z and was launched on the daos.fun platform.
A significant number of people would consider the redemption value of VC DAO shares,anchoring the intrinsic value of the tokens.
Considering a16z's name recognition,one would typically only see a valuation of a hundred million.Not to mention,many issues would arise during the operation of VC DAO,likely disproving its value.
This easily underestimates ai16z,as it only shows a valuation of a hundred million.
• The second phase of ai16z comes from the Eliza framework.
This framework is impressive,with over 36,000 agents issued on the vvaifu platform using this framework.
There are also more than 2,000 forks on GitHub,and some agents are secretly launched,making it impossible to count.
How to calculate this value?Some analysts attribute the value capture to ai16z because using the Eliza framework allows donations to ai16z's DAO.
However,many people still misunderstand this,as the open-source framework does not actually bring value capture capabilities to ai16z,and most people do not donate.
• There is also a branching point here.
It's that the Eliza framework itself issued a token.
Initially,it was lowercase eliza issued by a third party on vvaifu,and later Shaw issued the uppercase version.It was later changed to an external team that was merely a consultant.
If you believe Shaw has integrity issues,you won't hold onto ai16z.
If you believe the uppercase Eliza will capture the value of the Eliza framework in the future,you also won't hold onto ai16z.
• A couple of days ago,the official Proposal from Eliza showed:
Ai16z is a rather complex and unconventional project
• Initially,it was about VC DAO.
It leveraged the reputation of a16z and was launched on the daos.fun platform.
A significant number of people would consider the redemption value of VC DAO shares,anchoring the intrinsic value of the tokens.
Considering a16z's name recognition,one would typically only see a valuation of a hundred million.Not to mention,many issues would arise during the operation of VC DAO,likely disproving its value.
This easily underestimates ai16z,as it only shows a valuation of a hundred million.
• The second phase of ai16z comes from the Eliza framework.
This framework is impressive,with over 36,000 agents issued on the vvaifu platform using this framework.
There are also more than 2,000 forks on GitHub,and some agents are secretly launched,making it impossible to count.
How to calculate this value?Some analysts attribute the value capture to ai16z because using the Eliza framework allows donations to ai16z's DAO.
However,many people still misunderstand this,as the open-source framework does not actually bring value capture capabilities to ai16z,and most people do not donate.
• There is also a branching point here.
It's that the Eliza framework itself issued a token.
Initially,it was lowercase eliza issued by a third party on vvaifu,and later Shaw issued the uppercase version.It was later changed to an external team that was merely a consultant.
If you believe Shaw has integrity issues,you won't hold onto ai16z.
If you believe the uppercase Eliza will capture the value of the Eliza framework in the future,you also won't hold onto ai16z.
• A couple of days ago,the official Proposal from Eliza showed:
The entire ecosystem should revolve around empowering Ai16z's tokens and capturing value.
Learn from virtual to launch a launchpad and pair trading.
They also plan to create a layer1.
Ai16z's statement about creating a chain is actually a signal.
It indicates that simply launching agents can no longer continue to push up the market value.
• Overall,ai16z is a rather complex and unconventional project:
VC DAO+leveraging a16z's meme+AI agent framework+AI agent launchpad+layer1
The entire ecosystem is extremely loose+ adding variables+value capture relies on expectations.
The team argues over small profits,yet has the mindset of an open framework.
The entire ecosystem should revolve around empowering Ai16z's tokens and capturing value.
Learn from virtual to launch a launchpad and pair trading.
They also plan to create a layer1.
Ai16z's statement about creating a chain is actually a signal.
It indicates that simply launching agents can no longer continue to push up the market value.
• Overall,ai16z is a rather complex and unconventional project:
VC DAO+leveraging a16z's meme+AI agent framework+AI agent launchpad+layer1
The entire ecosystem is extremely loose+ adding variables+value capture relies on expectations.
The team argues over small profits,yet has the mindset of an open framework.
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