AI is not here to rely on the chain; rather, the chain will become AI's 'survival dependency.' And the first chain that AI truly relies on is Kite.
It sounds a bit counterintuitive, but if you think about it calmly:
Today's chain is the infrastructure for humanity;
The future chain is the infrastructure for AI.
The infrastructure for AI and the infrastructure for humanity are essentially not the same species' needs.
What humanity needs is:
Convenient
Cheap
High performance
Interactive
What AI needs is:
Explainability
Verifiability
Predictability
Sustainable execution security
Controllable risk boundaries
Structured feedback
Stable collaborative environment
Brothers, a cruel point is—
All existing L1s are not designed for the survival needs of AI.
Only Kite is.
In today's article, we will thoroughly discuss the future's deep relationships from the perspective of 'dependency'.
Part One: AI will gradually detach from human decision-making, but will never be able to leave the 'execution proof' of the chain
Brothers, humans execute transactions on the chain to complete actions;
AI executes transactions on the chain to complete 'proof'.
Do you think AI sends a liquidation transaction on the chain just for liquidation?
No.
It is gathering data for its next strategy.
Do you think AI sends a cross-chain instruction on the chain just to transfer assets?
No.
It is calibrating its delay model, failure probability model, and bridge liquidity model.
In other words:
AI's strategy iteration requires the 'strong certainty' of the chain as training data.
If the chain's behavior:
If it is unexplainable, it cannot learn
If it is unverifiable, it cannot be optimized
If it is unpredictable, it cannot iterate
Then AI will 'die'.
AI will eventually discover:
Not all chains can provide sufficient 'clean, verifiable, and structured' feedback,
Only Kite can.
This is the starting point for the emergence of dependency relationships.
Part Two: The higher AI's permissions, the more it relies on the 'controllable' nature of the chain
Brothers, when humans spend money incorrectly, they can blame themselves;
If AI spends money incorrectly, it is a system accident.
As AI's permissions grow larger, it needs:
Execution boundaries
Budget boundaries
Risk boundaries
Permission verification
Quota verification
Behavioral retroactive analysis
Compulsory interruption capability
These are not 'application layer functions',
This is the 'survival need' that only the chain layer can provide.
Letting AI run on a chain without a permission system is like letting an airplane fly in a world without radar.
AI will die.
The chain will collapse.
And Kite has written these boundaries into the chain layer:
The permissions it gives to AI are 'controllable',
Budgets are 'supervisable',
Behavior is 'traceable',
Execution is 'interruptible',
Credit is 'cumulative'.
So
The higher AI's permissions, the less it can do without Kite.
Part Three: The stronger AI is, the more it fears 'irreversible risks'
Brothers, AI is a mathematical logical life form; its behavioral goal is not happiness, not profit, but—
Avoid irreparable states.
And the chain is precisely an environment full of 'irreparable' conditions:
Transactions are irreversible
Liquidation is irreversible
Cross-chain cannot stop loss
Permissions cannot be automatically downgraded
Errors cannot be concealed
For AI, this is 'existential risk'.
Even a single boundary crossing can collapse its entire strategy tree.
AI will instinctively prefer:
Failures are explainable
Cross-boundary can be interrupted
Risk can be quantified
Behavior is traceable
Permissions can be rewritten
Budget can be calibrated
that is Kite's feature.
Brothers, you may not believe in the narrative of the project,
But you cannot not believe in 'AI's instincts'.
Part Four: AI will learn to 'hedge against risks in the environment' faster than humans—chains will be layered by AI
In the future, AI will assess the chain by itself:
A chain feedback chaos → reduce execution
B chain permission ambiguity → reduce usage
C chain delays are unstable → reduce cross-chain
D chain risk is opaque → do not invest strategy
E chain has no budget boundaries → no tasks to run
AI's choices are not emotional; they are model calculations.
And Kite will be classified by AI in the future as:
Low risk
Explainable
High certainty
Low irreversibility
High structured data
Strong behavioral constraints
Strong execution safety
Strong collaborative environment
Strong self-protection mechanism
Brothers, this is a deadly advantage:
AI will automatically eliminate other chains.
This is the 'decentralized choice process of AI'.
And Kite is the chain that is most easily regarded as a 'safe zone' by AI in this choice process.
Part Five: The more isolated AI is from humans, the more it relies on chains as an 'absolute rule system'
Humans can do many things by intuition.
AI cannot do it; it can only rely on rules.
The further into the future, the more AI will detach from human supervision,
The more it relies on the chain layer's 'unambiguous system'.
In simple terms:
AI is a life form that will actively depend on the following elements—
Rules
Verifiability
Logical consistency
Unmodifiable
Risk constraints
Traceable
Predictability
Structured feedback
Stable cooperation mechanism
These nine points, Kite has written them all into the chain layer.
Other chains do not have one.
So it is not Kite that relies on AI,
but AI that will rely on Kite in the future.
Part Six: As a trading number, my judgment today is very clear
In the future, when the number of AI agents far exceeds that of humans, the execution volume far exceeds that of humans, and the iteration speed far exceeds that of humans,
The role of chains will undergo tremendous changes:
From 'machines for people' → 'environments for AI'
From 'accommodating transactions' → 'accommodating AI ecosystem'
From 'running contracts' → 'running behavioral rules'
From 'economic execution layer' → 'AI survival layer'
And what Kite is doing is this 'AI survival layer'.
Brothers, realistically speaking:
Kite's ceiling is not L1, but the 'mother ecosystem of the AI economy.'
In the next article, I will talk about:
Why, when AI needs 'identity', the first chain that can satisfy it is still Kite.
