1/7 Arweave has historically relied on external apps and ecosystems to deliver data into its network.

AO, a new network built on Arweave, will now create consistent demand for Arweave. AO will serve as both a growth catalyst for Arweave and a new platform for app development. 2/7 If you want the full details, skip to the end of the thread and check out the full report where I cover:

-> AO’s Architecture
-> AO’s Flexible Security Model
-> AO’s Impact on Arweave
-> AO’s Viability as an AI Platform

Below are some highlights from the report.

ZK tech is now permeating a vast number of verticals.

One of the latest, emerging categories is ZK Coprocessors.

ZK Coprocessors enable smart contract developers to securely push complex logic offchain w/out introducing new trust assumptions into their applications. The EVM constrains developers from a data/compute perspective, meaning crypto apps lack many of the common, powerful features found in web2 apps.

Consumer crypto categories to watch:

1. AI Agents
2. Decentralized Social
3. Onchain Gaming / Autonomous Worlds
4. NFT Financialization
5. Content Co-Creation
6. Digital / Physical Intersection

🧵 1. AI Agents

Onchain entities that autonomously interact w/ social, DeFi, or generally any apps, enabled by identity standards (ERC-6551) give NFTs the ability to own other NFTs, and accumulate assets. Trends from the Web2 world point towards a proliferation of virtual beings.