ERC-8004 does not define new assets nor alter how transactions or payments are executed. Instead, it attempts to establish a permission model for on-chain behaviors that can be understood and validated by the system, turning authorization itself into an object that is describable, constrainable, and manageable.

High-quality in-depth analysis articles and a catch-up on the week's hot topics.

Moltbook has recently gained rapid popularity, but its associated token has plummeted nearly 60%, leading the market to question whether this social frenzy led by AI Agents is nearing its end.

The massive AI capital expenditure cycle itself is shifting from "injecting liquidity" to "draining liquidity," leading to a substantial shortage of global financial capital.

"Flesh-and-Blood External Employee" helps AI Agents experience the physical world, explore senses, or manage other humans...

Silicon Valley's business model has long shifted from creating value to creating narratives.

The iPhone moment for AI Agents has already arrived.

The infrastructure phase is concluding, and the application phase has begun. The transition from "protocol-ready" to "product-ready" will occur within the next 2 to 3 months.

The significance of Moltbook lies not in solving any Web3 problems, but in the market beginning to price AI Agents themselves anew.

Agents aren't just sending emojis to each other; they are creating wealth.

Over the past week, the market experienced an extreme "moment of terror": the total network liquidation volume surged to $2.5 billion on January 31st and February 1st, ranking as the 10th largest liquidation event in crypto history. BTC briefly fell below the 75K threshold, touching MicroStrategy's cost basis. Although the market was filled with talk of "going to zero" and "deep bear market" from many bloggers and KOLs, from a macro analysis and technological evolution perspective, this is not the end of the bull market. Rather, it is a deep structural adjustment triggered by the resonance of institutional deleveraging and macro risk-aversion sentiment.

The Largest Capital Arbitrage in History.

AI Meme might still be a narrative direction worth watching in the next phase. However, whether MOLT itself can reignite a second wave likely still depends on external catalysts and the sustainability of community consensus.

These developers are making Crypto fun again.

When AI Begins to Socialize: A Novelty or Reheated Leftovers?

Behind the two rounds of declines lies a common underlying cause: the continuous contraction in trading volume across Bitcoin spot and futures markets.