为什么Phala Network（PHA）突然变得如此受欢迎？

我们很困惑为什么 PHA 突然变得如此受欢迎。坦白说，就连 Phala Network 也可能没有想到，自己是如何突然成为被选中的。因为PHA的流行既是偶然，也是必然，确实不是什么阴谋、阴谋造成的。关键有三点：TEE技术已经做好充分准备、ai16z已经得到信任、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:

很多人好奇为什么PHA突然变得如此受欢迎。说实话，就连 Phala Network 也可能没有想到，自己怎么突然就被选中了。因为PHA的流行既是偶然，也是必然，确实不是什么阴谋、阴谋造成的。关键有三点：TEE技术已经做好充分准备、ai16z已经得到信任、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技术上的努力是造成这种情况的“必然”原因。为什么这么说？

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.

虽然 TEE（可信执行环境）并不是一个新概念，但它在过去几年里一直是 Crypto 主流技术叙述中的一个“侧门”。比如，已经出现了很多靠RUST、MOVE等语言优势竞争的高性能链，也出现了以ZK为主旋律的ZK技术潮流。 TEE与MPC、FHE、Blind Compute等加密技术偶尔会出现在个别项目的差异化定位中，但与流行的ZK并不是一个级别的。

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.

事实上，主流链关注的是“区块空间”（MEV、TPS、Gas等）的使用效率，而ZK技术仅应用于layer1和layer2之间最基本的可信状态变化。 ZK技术在zkVM虚拟机底层、zkSNARKs迭代链数据结构等更多方面的优势尚未得到发挥，更谈不上实现更大规模的大规模采用。

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.

主要原因是之前的技术叙述都追求纯粹的“链上”环境。 ZK是将链下计算+链上验证分开的第一步，但总体目标仍然是服务“链上”。 TEE的可信执行环境自然是“链下”安全飞地环境的“预处理”过程。

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.

它可以服务于链上，也是Unichain、Flashbot等领先项目逐步拓展Pre-confirmation新叙事的结果。也就是说，在不与链结合的情况下，TEE是纯web2的成熟技术。与链结合，可以带来可信预处理、隔离隐私计算等奇妙用途。

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，敢于将TEE技术应用到区块链领域的人，必须耐得住寂寞，拥有独特而睿智的眼光。对此，PhalaNetwork确实有成熟的TEE解决方案，这是毋庸置疑的；

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，突然出现了一位名为“ai16z”的神秘客户，并采用了自己的TEE解决方案。这是PHA走红的最大“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).

看到AI-Pool官方AI Agent自主发币后，我立即在推特上发布了TEE解决方案的技术解读（TEE允许AI在隐形且安全的飞地环境中自主管理私钥和签署应用程序），以及历史性机遇phala和ai16z可能有合作。 （对于大多数散户投资者来说，这也是一个参与的好地方）。

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目前作为AI特工赛道的超级商业IP的地位无需多言。 AI-POOL采用Phala的TEE解决方案，至少说明了两点：

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

1、Phala的TEE解决方案拥有众多成熟的业务案例，被ai16z选中；

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解决方案将率先利用AI代理PumpFun的AI控制私钥代币发行的大商业理念。

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.

如果你明白了这一点，你自然就会明白Phala能从AI-Pool、智能代理自发币现象中获得什么。顺理成章的是，当AI代理币发行趋势持续下去时，TEE提供的私钥管理和远程认证服务将成为“必备”业务，以及适应TEE的一整套链上可验证共识链下环境将成为一个加分点，可以说是AI Agent时代的新基础设施。

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，我投资PHA后可能不太了解Phala Network，但是没关系。我想我更了解AI Agent+TEE和AI Agent+Chain的市场潜力和增量机会。

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）真正推动 Phala Network 的是当前流行的 AI Agent 叙事。我在我的 Twitter 个人资料上贴了几篇关于人工智能代理叙述的文章。关注我的新朋友可以看看。那些文章的字里行间只有四个字：“不要错过，不要错过，不要错过”。

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,

因为AI Agent源自AI MEME，所以出现了Virtual、Vvaifu等Launchpad平台，再到AIXBT、Zerebro等单一AI，