Notes
🔥 #ERC8004 主网上线刚满 1 天,已经有项目开始交付了。
那问题来了:
ERC-8004 到底是什么?为什么它对以太坊很重要?
🧵简单说一下👇
1️⃣ 什么是 ERC-8004?
ERC-8004 是一个面向以太坊 AI Agent 的核心标准。
它做了三件关键的事:
让 AI Agent 可以注册链上身份
通过真实用户反馈,积累可验证的声誉
(未来)通过第三方验证,证明自身行为是正确的
一句人话版:
👉 让 Agent 能在链上“互相认识 + 判断谁值得信任”,
而不是依赖中心化平台来背书。
在主网上线前:
测试网已注册 10,000+ Agents
产生 20,000+ 条反馈记录
扫描器、SDK、工具、集成自然生长
合约已完成审计
2️⃣ 为什么这对以太坊很重要?
以太坊已经解决了:
💰 价值结算 + 📜 合约执行
而 ERC-8004 补上的是“信任层” —— 面向自主软件(AI Agent)的信任。
这意味着:
Agent 可以发现彼此
对比链上声誉
无需中介,直接链上交易与协作
潜在影响很大👇
🔓 开放式 Agent 市场,而非封闭平台
⭐ 声誉成为真正的链上资产
🤖 Agent-to-Agent SaaS
⚙️ 自主服务、AI 驱动的 DeFi 工作流
📌 已在 ERC-8004 上构建的项目(部分)
$SERV | @openservai
AI 创业者全套工具:Build / Launch / Run
$PRXS | @Praxis_Protocol
去中心化 AI Agent Mesh Network
$OTTO | @useOttoAI
DeFAI AI 副驾 + Agent Swarm
$VIRTUAL
已验证 Agent 的 Launchpad + 流动性层
$DREAMS | @daydreamsagents
基于 8004 的 Agent 启动平台
$WACH | @Wach_AI
AI Agent 验证协议
$AWE | @awenetwork_ai
Autonomous Worlds Engine
$CARV | @carv_official
AI Chain 生态,数据主权
$ELSA | @HeyElsaAI
DeFi AI 的经济层
$GIZA | @gizatechxyz
24/7 捕捉 DeFi 机会的自主 Agent
🔍 更多项目与生态:
👉 https://t.co/R2xdqgVsg0
ERC-8004 不是又一个叙事名词,
而是在给“AI on Ethereum”补最关键的一块基础设施。

$SERV progress in simply one week:
> Model deployed across 10+ enterprises & UAE Gov’t
> Paper made it to 1% Scientific Journal, co-authored by an Nvidia researcher
> Announced $1M founders fund to run their apps on OpenServ
> Basically the Clawdbot of crypto: Autonomous Startups
> 1st launchpad TGE did a 10x+ for holders, with other 4-5 deployments confirmed by utility-focused projects
> Coming to @solana soon, most likely February
Tell me any other low cap playing at this level. One of the few ones worth holding for me.
People sleeping on this one.




OpenServ team deserves more recognition
now powering Neol -- with HQs in London, their tech is being used by the UAE Government
$SERV at $15M remains one of the most mispriced assets onchain, and gives me VIRTUAL vibes
one of the few low cap projects in the space that is playing the long-term game
no one cares until it goes on a crazy run
A deepdive into $SERV @openservai
The lowcap AI unicorn that youll wish you had researched here
- End-to-end AI founder suite (The next big AI narrative in global biz)
- World class devs
- Imagine a next-gen $VIRTUAL + AI staff
- Still under 50M MC
Excellent article below that summarizes $SERV and their latest developments and catalysts.
2024/25 was the time of LLM development, but 2026 will be focused on vertical AI — ie. applied AI to specific niches where companies cut costs and boost productivity, from hardware to specialized software.
And some developments in the space are being totally overlooked given poor market conditions (understandably), like the first app built on top of OpenServ — a Polymarkets ETF named @tradebetterapp that allows you to deposit USDC to get APY based on returns.
BetterApp is built on top of the OpenServ stack and managed by SERV AI agents, has servers close to @Polymarket headquarters, and is built by former quant traders.
Clear catalyst as price diverges from consistent developments. If macro / btc behave from here, I think onchain is going to present several x’s.
Observing.
$SERV fully moving to Base and partnering up with Aerodrome for its new AI-native launchpad.
SERV = Virtuals + ICM
aICM is bigger than most think. Openserv is the closest thing to Cursor in web3, which has a valuation of $10B+ and $500M ARR.
As they bring more apps like Dome (YC backed), the flywheel will start hitting.
$serv is truly on top of its game. closest thing on evm to compete with virtuals imo.
kudos to the team
The level of automation (w/ ease) I’m seeing with SERV is unparalleled.
> Find most profitable traders on @Polymarket and @HyperliquidX, copy trade, get insights
> Would be very useful to get the same insights onchain (maybe checking routers of trading bots / terminals) cc. @open_founder
Given how Openserv is collaborating with @getdomeapi, chances to see Y Combinator backing SERV too.
This is still a showcase of what’s possible to be done in a few days. But a whole ecosystem of dapps is building on top of @openservai. Team is executing amazingly well.
@openservai x402 + ERC-8004 + aICM = $SERV
$serv is the most solid and fully stacked ai-agent framework
wow @openservai bringing autonomous agents to @Polymarket
only 2 weeks after their V1 launch, already releasing utility products (soon anyone will be able to create their own agents with no code needed)
revenue from all projects on top kicking back into $SERV
more than 2x already on $SERV
$0.20 was really a gift, only $15M market cap lol
I can’t even keep up with all the announcements and things happening around @openservai

$SERV is putting a bottom here.
Too big of a divergence between price (dictated by overall market conditions) and catalysts / news.
Capital Markets, but Agentic. Starting with Prediction Markets alongside YC backed @getdomeapi. So much stuff going on right now.
Spend some time going through the new roadmap (and achievements) by @openservai
> Platform V1 launched
> Innovation breakthrough with BRAID on the agentic capabilities and efficiency of LLMs
> Recent partnership with @getdomeapi — a YC backed company founded by @kurushdubash tapping into Prediction Markets
AI agents coming to PMs in full force:
https://t.co/fyDvslAGVB
> Tokenization of revenue-generating agentic apps on Base & Solana
> AI co-founder tool: AI managing your BD, marketing, GTM, etc (on tokenized models in their launchpad). Possibly the first really AI-powered launchpad.
> Upcoming L3 powered by $SERV, and many other stuff
Market wide conditions have been awful and people try to get liquidity out of anything regardless of fundamentals. Consequently, onchain tokens have been affected.
To me, it just presents a good opportunity to restructure your portfolio and allocate some capital to projects with strong teams building real stuff (and innovating) regardless of bad times. Long term investment.
I was bullish before and I’m even more bullish at $15M market cap. It will be obvious in hindsight.

收藏一下,人形机器人相关股票是未来3-5年重要机会
Opening up the platform to AI-native, on-chain startups; With $SERV
From day zero @openservai 's plan has been to open the platform so any founder can create AI-native, onchain businesses end-to-end.
This is Phase 2 — time to enable a new wave of crypto builders with AI
There’s been a lot of noise after OpenAI’s new AgentKit update.
Some say it makes decentralized agent platforms like @openservai / $serv obsolete.
Let’s clear that up; and look at why the opposite is true.
Here’s what’s really happening 👇
Uptober is upon us and @openservai V1 is loading 👀
Soon ppl will see the true power of AI, $SERV will melt faces in Q4, just patience 🔥
Great update by @openservai
Next wave of decentralized AI networks.
ANT will bring:
▫️ Community program to build & validate reusable AI agents for Platform V1
▫️ $SERV powers rewards and curation
▫️ $100K in prizes for top builders & curators
👇🏻







































