Recently, the cryptocurrency market has experienced a certain degree of recovery and warming, with on-chain trading activity also increasing. Accompanying the mild market correction, AI Trading has quickly highlighted itself as a new variable, driving the transition from "manual operations" to "AI automatic execution" in trading models.

Represented by B.AI, the AI Agent infrastructure is attempting to deeply embed powerful AI capabilities into core areas such as market analysis, strategy formulation, and trade execution. This evolution not only significantly broadens the pathways for low-threshold participation in high-frequency and complex trading but also attempts to build a more automated and intelligent on-chain financial system, transforming users from mere "operating traders" to "systemic ecosystem participants."

When AI is deeply embedded in every gear of trading, will it become the true starting point for the market to brew the next new cycle? This issue of X Space conducts an in-depth analysis focused on the core thread of "AI Trading and AI Infrastructure." Below is a highlight review of this issue's Space roundtable dialogue.

A New Variable for Cycle Recovery: A Comprehensive Analysis of the Logic Behind the Explosion of AI Trading and Market Reconstruction

With liquidity returning and trading warming up, AI Trading is becoming a highly explosive new variable. Multiple guests unanimously believe that its breakthrough at this time is not a short-term speculation but a necessary result of increasingly complex trading demands resonating with AI technological accumulation.

Both Bull Demon King and Crypto.0824 pointed out that the current market demand for AI stems from profound changes in market structure. The current recovery is accompanied by high-frequency fluctuations and repeated washouts. Crypto.0824 stated that in this complex structural market, traditional pure manual monitoring and operations face not only great energy consumption but are also prone to unnecessary erosion of principal due to emotional fluctuations. Bull Demon King also believes that AI can achieve an integrated process from semi-automated to fully automated, perfectly compensating for the shortcomings of human speed and risk control.

Furthermore, in addition to being catalyzed by real pain points, the technological accumulation during the bear market serves as the underlying support for its explosion. Wang Feng Anc and Mr. Miss emphasized that during periods of market liquidity depletion and neglect, real AI teams have not stopped but instead focused on refining their products. Wang Feng Anc believes that when the market warms up and trading frequency and capital scale rise significantly, these systems that have undergone long-term technological accumulation will naturally align with the market's pursuit of extreme efficiency.

However, while widely embracing AI, it is essential to clarify its true role in trading at present. Guests emphasized that current AI Trading is in a transitional phase from "efficiency assistance" to "core participant," with control over underlying decision-making still belonging to humans. Web3 Monkey sharply pointed out that if the trader's own strategic logic is flawed, using an AI Agent will only accelerate the process of loss. Therefore, AI does not change the trading logic itself, but raises the game of human strategies to a higher dimension.

Even so, this high-dimensional involvement has begun to subtly reshape the operational logic of the market. Crypto.0824 pointed out that AI Trading has entered its second phase, moving from merely assisting in market summaries to a closed loop of "system capturing information, generating strategies, and automatically executing." This shift has led to an extremely accelerated market response, with trading behavior gradually evolving from past emotion-driven actions to being driven by models, strategies, and data structures. Mr. Miss emphasized that AI Trading is currently at the starting point of development and will inevitably evolve toward a more intelligent and dominant automated trading era in the future.

Empowering AI Agents with Financial Sovereignty: Analyzing the Underlying Code of B.AI Breaking Through "Strategy as a Service"

Following the logical thread of "AI moving from auxiliary tools to core participants," Crypto.0824 further clarified the ultimate destiny of AI Trading: if viewed merely as a simple "automated trading tool," its development ceiling is very low. However, if placed within the macro on-chain financial system, AI must evolve into a new generation of underlying infrastructure.

Based on this trend, Crypto.0824 pointed out that future AI will evolve toward three core functions: first as a trading entry point, where users do not need to personally evaluate massive amounts of information but only input target intentions such as "steady returns" or "trend following" to the AI; second as a strategy generation hub, where AI can real-time customize strategies based on on-chain data and capital flow; and finally as an execution and risk control frontline that automatically adjusts positions and stops losses within the authorized range while generating review reports. This closed loop of "strategy as a service + automatic execution" is the prototype of a new type of financial infrastructure.

However, to make this "strategy as a service + automatic execution" concept a reality, merely relying on the leap in large model intelligence and computation capacity is far from enough. When AI attempts to independently take over capital flows on-chain and effectively act as the "risk control frontline," it still lacks an adapted on-chain credit identity and a native payment settlement system. In this context, a new generation of AI infrastructure platforms represented by B.AI has emerged. B.AI is committed to bridging the last mile from "computational thinking" to "on-chain execution," truly empowering AI with the core ability to independently execute complex financial strategies.

Specifically, B.AI has demonstrated the following three core product values and highlights in solving industry reality pain points and empowering AI trading:

Reshaping the on-chain identity and credit system of agents: Under traditional models, AI is merely the underlying code executing instructions, lacking a basis for gaining trust. B.AI introduces the 8004 identity certification protocol, granting each AI Agent a unique, verifiable identity. This protocol tightly binds the blockchain address to the agent's reputation, authentically recording its historical trading activities, execution feedback, and credit certificates. This allows AI to establish trust in the market as an "independent economic entity," thereby more securely and compliantly taking over user risk control and strategy execution authorizations.

Connecting native payment channels and breaking down system friction: In the past, AI Agent's access to real commercial environments was often limited by traditional fiat payment channels, facing obstacles such as cumbersome account registrations, credit card bindings, and regional restrictions. Relying on the x402 payment protocol and the on-chain native financial system, B.AI empowers AI Agents to directly utilize on-chain liquidity and payment networks, achieving a seamless closed loop of "strategy generation - order execution - capital clearing," making 7x24 hours of fully automated on-chain arbitrage and high-frequency trading a reality.

Implementing "strategy as a service" and achieving financial sovereignty decentralization: Based on B.AI's MCP Server, Skills, and other underlying architectures, along with the application layer's AI intelligent assistant BAIclaw, users need not understand complex code logic; they only need to input clear investment intentions to the AI Agent, which possesses reliable identity and settlement capabilities that can automatically acquire on-chain data, formulate exclusive strategies, and complete automatic execution within strictly defined risk control thresholds.

By returning identity, payment, and execution rights to the agent system, B.AI has broken through the limitations of early AI Trading that only stayed at the "auxiliary analysis" level, truly achieving evolution toward a new generation of financial infrastructure. This significantly enhances the operational efficiency of on-chain capital and opens up a new entry point for ordinary users to embrace the Web3 intelligent financial era with low thresholds.