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Gia đình Trump cũng để mắt đến mảng kinh doanh trạm trung chuyển AI này

深潮TechFlow
特邀专栏作者
2026-05-07 08:00
Bài viết này có khoảng 3307 từ, đọc toàn bộ bài viết mất khoảng 5 phút
Bỏ ra một vạn đô la mua token AI, tặng kèm một tấm vé vào Hải Hồ Trang Viên 🤡
Tóm tắt AI
Mở rộng
  • Quan điểm cốt lõi: World Liberty Financial (WLFI) ra mắt dự án AI WorldClaw, thực chất là mượn trạm trung chuyển AI để quảng bá stablecoin USD1 của mình, thay vì cạnh tranh giá rẻ hay số lượng mô hình trên thị trường. Mục tiêu là thông qua lớp thanh toán để gắn kết người dùng vào hệ sinh thái token WLFI.
  • Yếu tố then chốt:
    1. Tính năng cốt lõi của WorldClaw, WorldRouter, đóng gói API của hơn 60 mô hình AI, giá rẻ hơn khoảng 30% so với giá chính thức, nhưng chỉ chấp nhận thanh toán bằng USD1, không hỗ trợ KYC hay thẻ tín dụng truyền thống.
    2. Gói mua được chia làm 4 hạng, gói đắt nhất Max có giá 9.999 đô la (hoặc khóa 2,5 triệu token WLFI) bao gồm phần cứng chưa được tiết lộ và cơ hội rút thăm trúng thưởng bữa tối tại Hải Hồ Trang Viên, thu hút người dùng có liên quan đến gia đình Trump.
    3. Đường đua trạm trung chuyển AI cạnh tranh khốc liệt, doanh thu hàng năm của OpenRouter vượt trăm triệu đô la, các trang web nội địa thông qua kỹ thuật đảo ngược đã đẩy giá xuống còn 0,3% giá chính thức, trong khi WorldClaw không có lợi thế về giá.
    4. WLFI đã nộp đơn xin cấp giấy phép ủy thác ngân hàng cấp quốc gia, nhằm hợp pháp hóa USD1. WorldClaw thông qua AgentPay SDK để thực hiện thanh toán tự động bằng AI, thúc đẩy khối lượng giao dịch trên chuỗi.
    5. Hệ sinh thái WLFI tồn tại nhiều tranh cãi: Tôn Vũ Thần kiện cáo buộc tống tiền, WLFI kiện ngược lại, cùng với việc quản trị tập trung (bốn ví lớn nhất kiểm soát khoảng 40% quyền biểu quyết), ảnh hưởng đến nền tảng niềm tin của người dùng.

Original Author: Ku Li, TechFlow

Spend $10,000 on an API Key, and get a dinner party invitation as a bonus, held at Mar-a-Lago in Florida, with Donald Trump Jr. as your dinner companion.

This is not a joke.

On May 5th, the official account of World Liberty Financial (a crypto project co-founded by the Trump family, hereinafter referred to as WLFI) reposted a new product called WorldClaw, which was subsequently shared by Donald Trump Jr. on social media.

WorldClaw claims to be the first AI project within the WLFI ecosystem, positioning itself as an "AI Agent Operating System."

Experience shows that to gauge if a business is hot, you only need to see if the industry's major players are involved; and at its core, this project is essentially an AI relay station business.

Currently, the core feature launched by WorldClaw is called WorldRouter. What it does is package the APIs of AI large language models like Claude, GPT, Gemini, and Qwen behind a single interface. Register an account, get an API Key, and you can switch between calling all models.

According to the official website, it has already integrated over 60 models, with plans to cover more than 300 in the future.

image

According to the WorldClaw official website, WorldRouter's pricing is approximately 30% lower than the public prices of various model providers and OpenRouter.

Take Claude Sonnet 4.6 for example. Anthropic's official input cost is $3 per million tokens, while WorldRouter charges $2.1. How they achieve this lower price is not explained on the website...

No KYC, no overseas phone number or credit card required. To use their relay service, only one payment method is accepted: USD1, the US dollar stablecoin issued by WLFI itself.

Furthermore, the product's purchase packages are divided into 4 tiers:

The cheapest is $9.9 for 1000 AI credits, the standard version is $99 for 10,000 credits; and the most expensive Max package is $9,999 (or locking up 2.5 million WLFI tokens) for 1 million AI credits, plus a hardware device with no publicly disclosed brand or specifications. Below the product image on the website, there is a small note: "Image for illustration purposes only; actual product may vary." Expected delivery is Q3 2026.

We don't even know exactly what this hardware is for.

image

However, the most attractive part is that buying the Max package also enters you into a lottery, with the prize being a private dinner at Mar-a-Lago, offering a chance to dine with the Trump family.

The AI relay station business is not new. According to the TokenNav directory, there are at least 84 similar products both domestically and internationally. But WorldClaw is the first to bundle AI credits with a dinner at a presidential family's estate.

In such a crowded track, how much of a moat can a single dinner ticket really provide?

The Race is Fierce, Extremely Fierce

How much money can an AI relay station make?

The current recognized benchmark in this track is OpenRouter, founded by Alex Atallah, former CTO of OpenSea. According to public reports, a16z led a $40 million investment round last year, valuing it at $500 million. The team has less than ten people, with an annual turnover exceeding $100 million, taking a 5% cut on each API call.

OpenRouter has proven that this business can scale. But beneath it, the competition is far fiercer than most imagine.

In March, TechFlow's report on the Token gold rush driven by OpenClaw mentioned that some relay station operators were making millions in monthly profit. According to an investigation by Tencent News, the profit sources for relay stations are threefold: charging for access barriers, managing credit limits, and profiting from information asymmetry.

The playbook of domestic relay stations is much wilder than OpenRouter's.

According to a relay station review on Zhihu, some sites offer Claude Sonnet 4.6 at 0.3% of the official price, equivalent to about 0.45 RMB per million tokens.

How is this achieved?

By purchasing subscription accounts in bulk, using browser automation and reverse engineering to wrap the web-based chat interface as an API. Users think they are calling the official API, but behind the scenes, there might be a pool of cookies rotating.

Of course, this operation is problematic from a compliance standpoint. According to public reports, China's National Computer Virus Emergency Response Center has repeatedly warned about multiple legal risks associated with AI relay stations. However, the demand is so strong, and the prices are so low, that users keep flocking in.

First, Justin Sun's B.AI also entered the relay station space. Now, even Fu Sheng has joined the fray. Cheetah Mobile's EasyRouter launched this year, offering an 8.5 discount on all models, with some models as low as 2.5 discount...

Now, let's look back at WorldClaw.

image

It claims to be 30% cheaper than official pricing, which is decent among legitimate channels. But in the broader relay station market, this price is completely uncompetitive. If a domestic user only wants cheap and reliable service, there are dozens of more mature and cheaper options.

WorldClaw is clearly not competing for the same user base as these sites. Perhaps its true intention isn't even in the relay station business at all.

The Intention is Not the Relay Station, But the Stablecoin

OpenRouter accepts credit cards. Domestic relay stations accept Alipay and WeChat Pay, and some also accept USDT. WorldClaw accepts only one: USD1.

This choice itself is the answer.

USD1 is a US dollar stablecoin launched by WLFI in March 2025, pegged 1:1 to the US dollar. According to the official introduction, it is custodied by BitGo Trust, with underlying assets including US Treasuries, US dollar deposits, and cash equivalents. It currently runs on Ethereum, BNB Chain, and Solana.

Simply put, WLFI wants to create its own version of USDT.

WorldClaw's payment design revolves around USD1. Buy AI credits with USD1. If you don't want to spend money, you can also lock up WLFI tokens to get credits. The Pro package requires locking 250,000 tokens, and the Max package requires 2.5 million. Both paths lead to the same destination: binding users into WLFI's token ecosystem.

More notably, there is something called the AgentPay SDK. WorldClaw has integrated it into the product, allowing AI Agents to autonomously complete payments using USD1 when executing tasks. If this feature works, it means that every time an AI automatically calls a model or executes a workflow, it will generate a USD1 on-chain transaction.

Machines don't choose payment tools; whoever integrates first becomes the default option.

image

According to public reports, WLFI has submitted an application to the U.S. Office of the Comptroller of the Currency for a national bank trust charter. If approved, WLFI could issue, custodian, and redeem USD1 autonomously under a regulated entity, without relying on third parties. This charter aims to transform USD1 from a project token into a compliant financial infrastructure.

Connecting these dots, WorldClaw's business logic becomes clear.

Most relay stations in the market are competing for the same things: whose model selection is more comprehensive, whose price is lower, whose latency is smaller.

WorldClaw doesn't compete on these fronts. It competes on the payment layer. Every user who comes to buy AI credits must first hold USD1 to fund their account. The more it's used, the greater the on-chain circulation of USD1.

AI demand is the entry point, but stablecoin adoption is the metric WLFI truly cares about.

So, you should see it this way: WorldClaw isn't an AI company adding crypto payment functionality; it's a crypto project finding AI as its distribution channel.

A Time of Turmoil

On April 22nd this year, Justin Sun formally sued WLFI in the U.S. District Court for the Northern District of California, accusing it of racketeering, claiming WLFI was "on the verge of collapse," and publicly questioning whether USD1 had sufficient reserve backing.

On May 4th, WLFI counter-sued, accusing Sun of orchestrating a "coordinated smear campaign," hiring influencers and bots to spread false information with the intent to drive down the token price.

On May 5th, WorldClaw was launched.

Beyond the lawsuits, WLFI's own governance structure is also a focal point of community controversy. According to a report by the Taiwanese blockchain media Abmedia, WLFI's largest single wallet holds nearly 13% of voting power, with the top four wallets collectively controlling about 40%.

Previously, WLFI's treasury used 5 billion of its own tokens as collateral to borrow $75 million in stablecoins from Dolomite, a lending platform co-founded by its co-founders, which was criticized by the community as an indirect means of cashing out.

This is the parent ecosystem behind WorldClaw.

The AI relay station operates on a prepayment model: users deposit money first and then consume services. This means trust is a prerequisite. You must believe that the platform won't run away, that the model calls are real, and that the funds deposited can be reliably exchanged for services.

For a small domestic relay station, this trust relies on the operator's reputation and community oversight. For WorldClaw, it relies on WLFI's ecological credibility. And WLFI's credibility is currently being pulled in two directions simultaneously by plaintiffs and defendants in federal court in San Francisco and courts in Delaware.

In essence, the ability to repackage and resell APIs is not scarce. The real challenge is getting users to trust you enough to hand over their money first.

WorldClaw's answer is the name of the presidential family and a ticket to a dinner at Mar-a-Lago. Whether this answer is sufficient is for each person to judge for themselves.

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