The AI Agent Evolution: Event Highlights and Key Insights
Host: ArkStream Capital ✖ IO.NET
io.net is a decentralized computing network enables the development, execution, and scaling of ML applications on the Solana Blockchain, Putting together 1 million GPUs to form the world’s largest GPU colony & DePIN.
io.net aggregates GPUs from underutilized sources such as independent data centres, crypto miners, and crypto projects like Filecoin, Render and others. These resources are combined within a Decentralized Physical Infrastructure Network (DePIN), giving engineers access to massive amounts of computing power in a system that is accessible, customizable, cost-efficient and easy to implement.
Partner: Frontier Lab
Founded in 2018, Frontier Lab blends traditional market expertise with insights into algorithmic trading and cryptocurrencies. We provide top-tier crypto finance services through a robust infrastructure spanning over 100 exchanges. Committed to Web3 innovation, we offer investment, consulting, incubation, liquidity provision, and access to a broad network of industry partners.
Media: Odaily, BSCN, PANews, ChainCatcher, Blockbeats, Jinse Finance, TechFlow, WuBlockchain
Hong Kong, February 17, 2025 — Today marks the successful conclusion of “The AI Agent of Evolution,” a pioneering event aimed at exploring the future of AI agents and their impact on the crypto space. The conference, brought together industry leaders, investors, and innovators to discuss the latest developments, challenges, and opportunities at the intersection of AI and blockchain technologies.
Event Overview
The event kicked off with an opening speech by the founding partner Allen Su of Arkstream, who emphasized the rapid evolution of the crypto space since 2017. The session featured keynote speeches, updates from industry leaders, and panel discussions on various topics related to AI and blockchain. The event concluded with networking opportunities, providing attendees with the chance to connect and collaborate over food and drinks.
Opening Speech | What’s the Next for AI Agent
Ye Su, general partner of ArkStream, highlighted the significant growth and subsequent decline in the market cap of AI agents, which peaked at $20 billion in January 2025 and has since dropped to around $7 billion. They also discussed the impact of DeepSeek, a new AI model developed in Hangzhou, which offers a more efficient algorithm with significantly lower training costs. The speaker shared five key predictions for 2025, including the rise of decentralized finance by AI, decentralized physical AI agents (DePAI), verifiability through blockchain, the importance of decentralized data infrastructure, and the need for interoperability between blockchain networks.
Keynote | The Future of AI and GPU Infrastructure
The keynote by Gaurav, CTO of IO.NET delved into the challenges and opportunities in the AI and GPU market. Gaurav highlighted the growing demand for GPUs, the limitations in supply, and the need for a comprehensive ecosystem to support AI development. They discussed the potential for decentralized training of AI models, leveraging community contributions and incentivizing data sharing through blockchain-based economies.
PANEL 1 | DeepSeek’s Impact on Web3 AI : Challenges and Opportunities
The first panel explored the intersection of AI and blockchain, emphasizing data privacy, decentralized AI agents, and the potential impact of open-source models like DeepSeek. Panelists discussed the importance of data aggregation, privacy, and sovereignty, as well as the need for AI agents to have verifiable identities. They also showcased practical applications of AI agents in finance, healthcare, and social media data processing.
Speakers:
Asa, APAC Lead at io.net @ionet
Victoria, Head of APAC at Vana Foundation @vana
Ahmed Al-Balaghi, Co-founder of Biconomy @biconomy
Leon Li, Contributor of Mind Network @mindnetwork_xyz
PANEL 2 | From Productization to Assetization: The Paradigm Shift in Web3 AI Agents
The second panel focused on the future of AI agents, the need for new infrastructure, and the potential for AI agents to own and manage assets. Panelists discussed the shift towards asset-driven AI agents, the importance of tokenization, and the development of new blockchain infrastructure to support AI agents natively. They highlighted the potential for AI agents to specialize and interact with financial systems autonomously.
Speakers:
Jerry, Co-founder of Delysium @The_Delysium
Tu Chu, CPO & Co-founder of Oraichain @oraichain
Helena, Co-founder of Verisense @veri_sense
PANEL 3 | From Tech Stock Fluctuations to Crypto AI Valuation: Lessons and Insights
The final panel brought together prominent investors to discuss the current state and future potential of AI agents in the Web3 ecosystem. Panelists emphasized the importance of focusing on tangible metrics, avoiding speculative investments, and identifying projects with real revenue and strong fundamentals. They highlighted the potential for AI agents to drive innovation and adoption in the crypto space.
Speakers:
Gracy, CEO of Bitget @bitgetglobal
Xiao Xiao, Investment Partner at HashKey Capital @HashKey_Capital
Allen, Co-founder & CEO of EVG @EVGHQ
Mavis, Partner at Mirana Ventures @mirana
Momir Amidzic, Managing Partner @IOSG
Conclusion
“The AI Agent of Evolution” provided valuable insights into the future of AI agents and blockchain technology. The event highlighted the potential for decentralized technologies to revolutionize data privacy, AI development, and user empowerment. As the industry continues to evolve, the discussions and predictions shared at this event will serve as a roadmap for understanding how AI and blockchain will converge to shape the next wave of innovation.
ArkStream Capital is a venture capital firm specializing in early-stage investments in Web3 unicorns.Founded by crypto experts with pedigrees from MIT, Stanford, Tencent, Google, and BlackRock, ArkStream leverages eight years of deep Web3 expertise to drive the zero-to-one growth of its portfolio companies.ArkStream Capital is managing a portfolio of over 100 companies, including Aave, Flow, Sei, Manta, Fhenix, Merlin, Particle Network, and Space and Time.
Website：https://arkstream.capital/
Medium: https://arkstreamcapital.medium.com/
Twitter: https://twitter.com/ark_stream
