SingularityNET、SingularityDAO 和 Singularity 的困惑

10 月 15 日，SingularityDAO、Cogito Finance 和 SelfKey 宣布计划合并，形成一个名为 Singularity Finance (SFI) 的新项目

On October 15, three Web3 projects — SingularityDAO, Cogito Finance, and SelfKey — announced plans to merge and form a new project called Singularity Finance (SFI). The merged project will reportedly focus on the tokenization of the artificial intelligence (AI) economy, aiming to create an Layer 2 network for tokenizing assets like GPUs and offering AI-driven financial tools.

10 月 15 日，三个 Web3 项目——SingularityDAO、Cogito Finance 和 SelfKey——宣布计划合并并组建一个名为 Singularity Finance (SFI) 的新项目。据报道，合并后的项目将专注于人工智能（AI）经济的代币化，旨在创建一个用于代币化 GPU 等资产的第 2 层网络，并提供人工智能驱动的金融工具。

However, this merger announcement left many feeling confused, as another Web3 project, SingularityNET, completed a merger earlier this year. So, why is there another merger announcement from a project with the word "Singularity" in its name?

然而，这一合并声明让许多人感到困惑，因为另一个 Web3 项目 SingularityNET 在今年早些时候完成了合并。那么，为何名称中带有“Singularity”字样的项目又宣布合并呢？

To clarify, SingularityNET did complete a merger, but it was with other AI projects like Fetch.ai and Ocean Protocol. It is still unclear whether SingularityNET, having experienced the benefits of merging, is now encouraging its ecosystem project SingularityDAO to follow suit.

需要澄清的是，SingularityNET 确实完成了合并，但它是与 Fetch.ai 和 Ocean Protocol 等其他人工智能项目合并的。目前尚不清楚在经历了合并的好处之后，SingularityNET 是否正在鼓励其生态系统项目 SingularityDAO 效仿。

The term "Singularity" seems to be closely associated with technology, leading many projects to adopt it as part of their names. This has resulted in confusion in the crypto space, making it difficult to distinguish between the three projects: SingularityNET, SingularityDAO, and Singularity.

“奇点”一词似乎与技术密切相关，导致许多项目采用它作为其名称的一部分。这导致了加密领域的混乱，很难区分这三个项目：SingularityNET、SingularityDAO 和 Singularity。

In reality, SingularityNET and SingularityDAO are closely linked, while Singularity is an instant payment solution for Web3 games from India, with no direct connection to SingularityNET and SingularityDAO.

实际上，SingularityNET 和 SingularityDAO 紧密相连，而 Singularity 是来自印度的 Web3 游戏即时支付解决方案，与 SingularityNET 和 SingularityDAO 没有直接连接。

To briefly introduce, SingularityNET is a decentralized AI platform and marketplace that enables developers and companies to share, create, sell, or purchase AI services. On the other hand, SingularityDAO is a key project within the SingularityNET ecosystem, focusing on the integration of decentralized finance (DeFi) and AI technology.

简单介绍一下，SingularityNET 是一个去中心化的人工智能平台和市场，使开发者和公司能够共享、创建、销售或购买人工智能服务。另一方面，SingularityDAO是SingularityNET生态系统中的一个重点项目，专注于去中心化金融（DeFi）和人工智能技术的融合。

Founded in 2017, SingularityNET completed a $36 million initial token offering that same year. It subsequently launched its project token AGIX in 2018, which currently has a market cap of approximately $750 million.

SingularityNET 成立于 2017 年，同年完成了 3600 万美元的首次代币发行。随后于 2018 年推出了项目代币 AGIX，目前市值约为 7.5 亿美元。

On March 27, 2024, Fetch.ai, SingularityNET, and Ocean Protocol announced the final agreement for a merger of their tokens, creating the largest open-source entity in AI research: the Artificial Superintelligence Alliance. This alliance has now been established, and in July, the original three projects began migrating their tokens FET, OCEAN, and AGIX to the new token ASI.

2024 年 3 月 27 日，Fetch.ai、SingularityNET 和 Ocean Protocol 宣布就其代币合并达成最终协议，创建人工智能研究领域最大的开源实体：人工超级智能联盟。该联盟现已成立，7月份，原来的三个项目开始将其代币FET、OCEAN和AGIX迁移到新的代币ASI。

On October 15, the project SingularityDAO within the SingularityNET ecosystem announced its merger with Cogito Finance and SelfKey to create an AI-centered Layer 2 network, with the new merged project named Singularity Finance.

10 月 15 日，SingularityNET 生态系统中的项目 SingularityDAO 宣布与 Cogito Finance 和 SelfKey 合并，创建以 AI 为中心的第 2 层网络，合并后的新项目名为 Singularity Finance。

As projects within the ecosystem begin to merge, it raises curiosity about whether these mergers can truly yield a 1+1+1>3 effect. Here, we will focus on the performance of the already merged Fetch.ai, SingularityNET, and Ocean Protocol.

随着生态系统内的项目开始合并，人们好奇这些合并能否真正产生1+1+1>3的效果。在这里，我们将重点关注已经合并的 Fetch.ai、SingularityNET 和 Ocean Protocol 的性能。

First, looking at token performance, prior to the merger, SingularityNET's token AGIX had a market cap of approximately $1.52 billion, while Fetch.ai's token FET had a market cap of about $2.97 billion. Ocean Protocol's token OCEAN had a market cap of around $673 million. As of March 27, the total market cap of the three projects was approximately $5.163 billion. Following the merger announcement, the new token ASI (currently still coded as FET) saw its market cap reach as high as $6.3 billion. From the perspective of token market performance, it indeed achieved a 1+1+1>3 effect.

首先，从代币表现来看，合并前，SingularityNET 的代币 AGIX 的市值约为 15.2 亿美元，而 Fetch.ai 的代币 FET 的市值约为 29.7 亿美元。 Ocean Protocol 的代币 OCEAN 的市值约为 6.73 亿美元。截至3月27日，三个项目总市值约为51.63亿美元。合并公告后，新代币 ASI（目前仍代码为 FET）的市值高达 63 亿美元。从代币市场表现来看，确实达到了1+1+1>3的效果。

On September 11, 2024, the ASI Alliance announced the inclusion of the globally distributed computing network CUDOS as part of its members. As part of the integration, the CUDOS token (CUDOS) will merge into the ASI Alliance token (FET). On September 27, CUDOS officially began its token migration.

2024年9月11日，ASI联盟宣布将全球分布式计算网络CUDOS纳入其成员。作为整合的一部分，CUDOS 代币 (CUDOS) 将合并到 ASI 联盟代币 (FET) 中。 9月27日，CUDOS正式开始代币迁移。

However, from the overall actions of ASI, the current merger is still in the token merging phase, and the four projects seem to be operating independently. According to the official website, after the token merger, there will be deployment and upgrades of the ASI network, but current progress remains pending. As of October 16, the market cap of the ASI token was approximately $3.5 billion, having dropped nearly half since the merger. The official documentation states that the merged tokens are a prerequisite for achieving greater interoperability among the three ecosystems.

不过，从ASI的整体动作来看，目前的合并仍处于代币合并阶段，四个项目似乎是独立运作的。据官网介绍，代币合并后，将进行ASI网络的部署和升级，但目前进展仍待确定。截至 10 月 16 日，ASI 代币的市值约为 35 亿美元，自合并以来已下跌近一半。官方文件指出，合并代币是三个生态系统之间实现更大互操作性的先决条件。

Additionally, it seems that the merger has not brought true prosperity to these projects. For example, according to data from tokenterminal, as of October 15, Ocean Protocol's daily active users were only 109. From the chart, it can be seen that the project's daily active users briefly exceeded 7,000 in June, but then declined sharply. The other two projects lack

此外，合并似乎并没有给这些项目带来真正的繁荣。例如，根据tokenterminal的数据，截至10月15日，Ocean Protocol的日活跃用户仅为109人。从图表中可以看出，该项目的日活跃用户在6月份曾短暂突破7000人，但随后大幅下滑。另外两个项目缺乏