為什麼Phala Network（PHA）突然變得如此受歡迎？

我們很困惑為什麼 PHA 突然變得如此受歡迎。坦白說，連 Phala Network 也可能沒有想到，自己是如何突然成為被選中的。因為PHA的流行既是偶然，也是必然，確實不是什麼陰謀、陰謀造成的。關鍵有三點：TEE技術已經做好充分準備、ai16z已經被信任、AI Agent就位：

Many people are curious about why PHA has suddenly become so popular. To be honest, even Phala Network may not have expected how it suddenly became the chosen one. Because the popularity of PHA is both accidental and inevitable, and it is indeed not caused by any conspiracy or conspiracy. There are three key points: TEE technology has been fully prepared, ai16z has been trusted, and the AI Agent is in the right place:

很多人好奇為什麼PHA突然變得如此受歡迎。說實話，就連 Phala Network 也可能沒有想到，自己怎麼突然就被選中了。因為PHA的流行既是偶然，也是必然，確實不是什麼陰謀、陰謀造成的。關鍵有三點：TEE技術已經做好充分準備、ai16z已經被信任、AI Agent就位：

1) Phala Network’s efforts in TEE technology are the “inevitable” cause of this. Why do you say that?

1）Phala Network在TEE技術上的努力是造成這種情況的「必然」原因。為什麼這麼說？

Although TEE (Trusted Execution Environment) is not a new concept, it has always been a "side door" in the mainstream technology narrative of Crypto in the past few years. For example, there have been many high-performance chains competing with language advantages such as RUST and MOVE, and there has also been a ZK technology trend with ZK as the main theme. TEE and MPC, FHE, Blind Compute and other encryption technologies occasionally appear in the differentiated positioning of individual projects, but they are not at the same level as the popular ZK.

雖然 TEE（可信任執行環境）並不是一個新概念，但它在過去幾年裡一直是 Crypto 主流技術敘述中的一個「側門」。例如，已經出現了許多靠RUST、MOVE等語言優勢競爭的高性能鏈，也出現了以ZK為主旋律的ZK技術潮流。 TEE與MPC、FHE、Blind Compute等加密技術偶爾會出現在個別項目的差異化定位中，但與流行的ZK並不是一個級別的。

In fact, mainstream chains are focusing on the efficiency of using "block space" (MEV, TPS, Gas, etc.), and ZK technology is only applied to the most basic trusted state changes between layer1 and layer2. The advantages of ZK technology in more aspects such as the zkVM virtual machine bottom layer and zkSNARKs iterative chain data structure have not yet been put to use, let alone the achievement of a larger scale Mass Adoption.

事實上，主流鏈關注的是「區塊空間」（MEV、TPS、Gas等）的使用效率，而ZK技術僅應用於layer1和layer2之間最基本的可信狀態變化。 ZK技術在zkVM虛擬機底層、zkSNARKs迭代鏈資料結構等更多方面的優勢尚未發揮，更談不上實現更大規模的Mass Adopt。

The main reason is that the previous technical narratives all pursued a pure "on-chain" environment. ZK is the first step to separate off-chain computing + on-chain verification, but the overall goal is still to serve the "on-chain". The trusted execution environment of TEE is naturally a "preprocessing" process of the "off-chain" secure enclave environment.

主要原因是先前的技術敘事都追求純粹的「鏈上」環境。 ZK是將鏈下運算+鏈上驗證分開的第一步，但總體目標仍然是服務「鏈上」。 TEE的可信任執行環境自然是「鏈下」安全飛地環境的「預處理」過程。

It can serve on-chain, and is also the result of the gradual expansion of the new narrative of Pre-confirmation by leading projects such as Unichain and Flashbot. In other words, without combining with the chain, TEE is a mature technology of pure web2. Combined with the chain, it can bring about trusted preprocessing, isolated privacy computing and other wonderful uses.

它可以服務於鏈上，也是Unichain、Flashbot等領先專案逐步拓展Pre-confirmation新敘事的結果。也就是說，在不與鏈結合的情況下，TEE是純web2的成熟技術。與鏈結合，可以帶來可信任預處理、隔離隱私計算等奇妙用途。

Therefore, those who dare to apply TEE technology to the blockchain field must be able to endure loneliness and have a unique and wise vision. In this regard, PhalaNetwork does have a mature TEE solution, no doubt;

因此，敢於將TEE技術應用到區塊鏈領域的人，必須耐得住寂寞，擁有獨特而睿智的眼光。對此，PhalaNetwork確實有成熟的TEE解決方案，這是毋庸置疑的；

2) What was unexpected for Phala Network was that a mysterious customer named "ai16z" suddenly emerged and adopted its own TEE solution. This was the biggest "accidental" factor in PHA's popularity.

2）令Phala Network意想不到的是，突然出現了一位名為「ai16z」的神秘客戶，並採用了自己的TEE解決方案。這是PHA走紅的最大「偶然」因素。

After I saw AI-Pool’s official AI Agent’s autonomous coin issuance, I immediately tweeted a technical interpretation of the TEE solution (TEE allows AI to autonomously manage private keys and sign applications in an invisible and secure enclave environment), as well as the historic opportunity that phala and ai16z may have in their cooperation. (That is also a great place to get on board for most retail investors).

在看到AI-Pool官方AI Agent自主發幣後，我立即在推特上發布了TEE解決方案的技術解讀（TEE允許AI在隱形且安全的enclave環境中自主管理私鑰和簽署應用程式），以及歷史性機會phala和ai16z可能有合作。 （對大多數散戶來說，這也是一個參與的好地方）。

There is no need to say much about ai16z's current status as a super commercial IP in the AI Agent track. AI-POOL adopts Phala's TEE solution, which at least shows two things:

ai16z目前作為AI特工賽道的超級商業IP的地位無需多言。 AI-POOL採用Phala的TEE解決方案，至少說明了兩點：

1. Phala's TEE solution has many mature business cases and was selected by ai16z;

1.Phala的TEE解決方案擁有眾多成熟的業務案例，並被ai16z選中；

2. Phala's TEE solution will be the first to take advantage of AI Agent PumpFun's big business idea of AI controlling private key coin issuance.

2. Phala的TEE解決方案將率先利用AI代理PumpFun的AI控制私鑰代幣發行的大商業概念。

If you understand this, you will naturally understand what Phala can gain from AI-Pool, the phenomenon of intelligent agent self-issuing coins. It is a natural logic that when the AI Agent coin issuance trend continues, the private key management and remote authentication services provided by TEE will become a "must-have" business, and a complete set of on-chain verifiable consensus adapted to the TEE off-chain environment will become a plus point, which can be said to be a new infrastructure in the AI Agent era.

如果你明白了這一點，你自然就會明白Phala能從AI-Pool這個智能代理自發幣現像中獲得什麼。順理成章的邏輯是，當AI代理幣發行趨勢持續下去時，TEE提供的私鑰管理和遠端認證服務將成為「必備」業務，以及適應TEE的一整套鏈上可驗證共識鏈下環境將成為一個加分點，可以說是AI Agent時代的新基礎設施。

Therefore, I may not really understand Phala Network after investing in PHA, but it doesn’t matter. I think I understand more about the market potential and incremental opportunities of AI Agent+TEE and AI Agent+Chain.

因此，我投資PHA後可能不太了解Phala Network，但沒關係。我想我更了解AI Agent+TEE和AI Agent+Chain的市場潛力和增量機會。

3) What really gave Phala Network a push was the currently popular AI Agent narrative. I have pinned several articles about AI Agent narrative on my Twitter Profile hiligihts. New friends who follow me can take a look. There are only four words between the lines in those articles : "Don't miss it, don't miss it, don't miss it."

3）真正推動 Phala Network 的是當前流行的 AI Agent 敘事。我在我的 Twitter 個人資料上貼了幾篇關於人工智慧代理敘述的文章。關注我的新朋友可以看看。那些文章的字裡行間只有四個字：「不要錯過，不要錯過，不要錯過」。

Because AI Agent is derived from AI MEME, then there are launchpad platforms such as Virtual and Vvaifu, then to single AI such as AIXBT and Zerebro,

因為AI Agent源自AI MEME，所以出現了Virtual、Vvaifu等Launchpad平台，再到AIXBT、Zerebro等單一AI，