DeAgentAI announced the establishment of an ecological fund, investing in two projects in the seed round: AliceAI (predictive market TG Bot) and ASIC AI chips (Physical AI). The logic is clear—investing in the most fundamental computing hardware on one hand, and the highest level user applications on the other, while developing the protocol in between. Hardware → protocol → application, a three-layer closed loop.

AliceAI targets the predictive market track after running Polymarket, using TG Bot to lower the threshold. The ASIC chip is optimized for the Transformer architecture, aiming to reduce inference costs to 1/10 of that of a GPU. If this can truly be achieved, the computing bottleneck for AI agents executing at scale and high frequency will be resolved.

This is not a new project; it's last year's old demon coin still doing things. If the investment project goes smoothly, the value will feed back into $AIA. From software infrastructure to Physical AI, this expansion path has quite a bit of imaginative space.

This approach is actually quite clever. Many infrastructure projects end up as ghost towns because there are no applications to use them. DeAgentAI's breakthrough idea is: to act as an ecological landlord and use real money to build a moat.

Adding to the previously announced $5 million buyback plan, real money is being used to buy AIA from the market and destroy it. In an industry where most projects disappear after taking the money, the fact that it continues to deliver is worth a closer look.