The Eve of Singularity — How does the first AI agent launch platform "Surge" on SUI reshape asset launch logic?

① Consensus Reached: Crypto Belongs to "AI Agent"

Recently, Google launched the Agent Payments Protocol (AP2), with crypto giants like Ethereum Foundation, Mysten Labs, and MetaMask prominently involved.

A clear consensus is emerging: cryptocurrency will become the "economic language" of AI Agents.

At the intersection of this wave, a project named Surge is becoming the most promising ignition point within the Sui ecosystem.

Google DeepMind pointed out in the paper "Virtual Agent Economics" that the proliferation of AI Agents is giving rise to a "new economic layer" for autonomous trading and collaboration among agents, with transaction scales and execution speeds far exceeding human capabilities.

This economic form poses three core requirements for the monetary system: efficiency, globalization, and programmability. Traditional fiat currencies, which rely on centralized clearing and face obstacles in cross-domain circulation, clearly cannot meet the underlying demands of AI Agents for millisecond-level transactions and cross-scenario collaboration…

What fiat cannot do, Crypto is inherently suited for.

Decentralized settlement, smart contract collaboration, millisecond-level payments.

AI will not only "think" but also "pay."

AI enables agents to think, while Crypto enables agents to trade.

The various characteristics of cryptocurrency make it tailor-made for AI Agents. From high-frequency strategy payments in quantitative trading to cross-platform service booking settlements for personal AI assistants, Crypto can accurately realize the quantification of resource exchange value and secure circulation.

Research institution Type of System predicts that the market size for AI Agents will soar from $5.29 billion in 2023 to $216.8 billion by 2035, with a compound annual growth rate of 40.15%.

We are all standing on the eve of a singularity.

The productivity wave driven by AI and the revolution in production relations reshaped by blockchain are converging here. The deep integration of AI + Web3 is already an inevitable direction, and a market worth hundreds of billions is in the making. The launch of AI-related assets will be a key theme in the next phase.

However, the potential of this integration has yet to be fully tapped, with less than 1% explored. As the golden window for the AI Agent economy quietly opens, the "asset launch infrastructure" supporting its development has become the biggest shortcoming.

As the first AI Agent Launchpad in the Sui ecosystem, Surge is reshaping the logic of asset launches, incubating quality AI assets, and injecting core momentum into the sustainable development of this blueprint. Let’s dive in.

② Dilemma: 90% of AI Projects Struggle to Avoid "Stillborn"?

Let’s take a look. AI Agent projects inherently possess characteristics of "long development cycles, high technical barriers, and slow validation." The currently fragmented asset launch system in the crypto space further pushes them into survival dilemmas. In traditional launch models, 80% of internal tokens can generally be freely traded on the first day of listing, and the short-term temptation of "quick cashing out" far exceeds the value commitment of "long-term building." For AI projects that require 1-2 years of technical refinement and data accumulation, this shortsighted mechanism is nothing short of a disaster, with the core contradictions concentrated in three major "mismatches":

1. Time Mismatch: The "Rhythm Break" Between Financing and Implementation

"Technical strength is strong, but the market does not give time."

This statement hits the pain point of almost all AI projects.

The traditional VC financing process takes an average of 6-12 months, from project due diligence to fund arrival, requiring AI teams to spend a lot of energy navigating capital connections. Once the funds are in place, the lack of constraints in a loose funding pool often leads teams into the trap of "blind expansion"—over-hiring non-core personnel and investing in unnecessary marketing, which in turn delays core algorithm iterations. By the time of the TGE, the inflated early-stage valuation and the yet-to-be-realized product create a huge gap, causing community investors to hesitate…

Ultimately, many high-quality technical concepts end up stillborn, unable to escape the fate of "listing and immediately plummeting."

2. Professional Mismatch: The "Capability Gap" Between Technology and Operations

The founders of AI projects are often algorithm experts or product geeks, skilled in model training and feature refinement, but generally lack the capabilities in asset planning, token economics design, and community operations within the crypto field. On the other hand, community investors are eager to participate in early-quality projects but frequently fall into the dilemma of "bad money driving out good" due to information asymmetry—either missing out on projects with real technical barriers or mistakenly investing in "air projects" and becoming bag holders.

This mismatch in professional capabilities makes it difficult for quality projects to receive precise support and also makes rational funds hesitant to enter the market.

3. Trust Mismatch: The "Cognitive Gap" Between Black Boxes and Transparency

The "black box nature" of AI research and development easily triggers trust crises: the progress of algorithm iterations is hard to verify, the use of funds is opaque, and performance indicators can be fabricated. The traditional asset launch model lacks effective supervision mechanisms, further amplifying this trust gap—Is the team really advancing R&D? Is the financing used for core scenarios? Are there any hidden operations in token unlocks? These questions keep the community in a state of "watchful anxiety," making it difficult to form long-term consensus.

The combination of these three mismatches ultimately leads quality AI assets into a vicious cycle of "short survival cycles, high trust costs, and difficult value realization."

The emergence of Surge aims to break this deadlock.

③ Breaking the Deadlock: "Sustainable" Reshaping of Asset Launch Logic

Surge is not just a simple token launch platform; it fundamentally addresses the incentive misalignment issue through three core innovative mechanisms, deeply binding project goals with community interests, and redefining the launch and growth logic of AI assets.

1. FDV Milestone Unlocking: Transforming "Cashing Out Motivation" into "Growth Motivation"

Surge Launch v1.0, calibrated by seasoned traders and actuaries, innovatively locks 90% of internal tokens (team, advisors, early investors) within 19 FDV (Fully Diluted Valuation) milestones. The team can only gradually unlock the corresponding proportion of tokens by achieving phased FDV goals—potentially adding milestones like breaking model accuracy thresholds, reaching user scale standards, and validating landing scenarios.

This is reminiscent of the recently tailored "market cap performance compensation plan" for Musk by Tesla's board—but Surge has brought it to the blockchain.

Such a system fundamentally eliminates the possibility of cashing out and running away immediately after listing: the proportion of token unlocks is extremely low in the early stages, and if the team wants to gain benefits, they must focus on product refinement and value enhancement; a nascent value flywheel begins to emerge: as FDV steadily grows, the proportion of token unlocks gradually increases, forming a positive cycle of "project growth - community benefits - team incentives," ultimately achieving a win-win for both the project and the community.

2. Community Co-Building Financing: "Co-Creators" No Longer Take Over

Surge completely overturns the traditional VC-led financing model.
AI teams can directly open seed-level financing opportunities to the community on-chain.
This model achieves "mutual liberation": small teams can say goodbye to the lengthy VC meeting process and quickly obtain startup funds, dedicating all their energy to technical iteration; community investors can participate in quality projects at early low prices, with returns directly linked to project growth.

More importantly, the community transforms from "high-valuation takers" to "early co-builders"—supervising project progress, providing feedback on real needs, and promoting Product Market Fit.
"Technical team + community users" = a new type of value community.

3. Trust System: Filling the Cognitive Gap with "On-Chain Evidence"

To address the "black box issue" of AI R&D, Surge introduces a "fundraising treasury + on-chain transparency" mechanism: funds raised by the project team through Surge will enter an on-chain treasury, subject to community supervision. Core information such as project expenditures, R&D progress, and token unlock progress will be recorded on-chain in real-time and can be verified at any time through the Sui block explorer.

This transparent supervision completely eliminates the trust black hole of traditional models. Every action taken by the team is supported by "on-chain evidence," and every investment from the community can be clearly tracked, transforming the relationship between the project and the community from "conflicting interests" to "collaborative co-creation."

As Surge officially stated in an AMA with industry-leading founders at the end of August discussing "what constitutes quality crypto assets": "Let the community sleep soundly"—this is the essence of a good asset launch logic.

④ Why Sui?

If AI Agents are the core of the next decade's economy, and Crypto is the vehicle for value transfer, then Sui + Surge will form the "dual engines" supporting this blueprint.

Most people have yet to grasp the simplicity and intuitiveness of the Sui Move programming language compared to Solidity and Rust. Abandoning contract authorization logic eliminates the possibility of reentrancy attacks, prioritizing assets as the first principle (Asset-first)… you will recall what first principles are.

The Move language brings Sui financial-grade security, transaction throughput of tens of thousands per second, and institutional-level infrastructure. It perfectly adapts to the needs of AI Agents for high-frequency trading, complex contract execution, and cross-scenario collaboration.

The Circle IPO prospectus reveals that Sui is its largest holding in cryptocurrency; Grayscale has consecutively launched Walrus and DeepBook trusts… the favor and involvement of giants speak volumes, as Sui is becoming a key hub for the integration of traditional finance and Crypto—this is precisely the core scenario soil for the landing of AI Agents.

Surge will precisely fill the gap in the Sui ecosystem for "AI asset issuance and incubation." It is not only an asset launch platform but also a "filter" and "incubator" for quality assets: selecting teams that are truly willing to build long-term through the FDV milestone mechanism, injecting precise resources into projects through community co-building models, and reducing ecological collaboration costs through a transparent trust system.

What’s even more exciting is that the quality AI assets incubated by Surge can seamlessly integrate into rich scenarios: the held AI assets can participate in DeFi liquidity mining to procure computing power for agents; they can be staked to AI projects to earn model revenue shares; and they can serve as "value certificates" for cross-scenario collaboration, enabling autonomous settlement between different Agents.

This "asset - scenario - value" closed loop will further activate the vitality of the AI Agent economy.

⑤ In Conclusion

Countless combinatorial possibilities await exploration, and the blueprint is still being written.

Standing on the eve of the explosion of the AI Agent economy, Surge will transcend the tool attribute of "repairing asset launch loopholes" and build a new era's "asset infrastructure."

The integration of AI + Crypto is not just a concept; it is an ongoing economic reconstruction. The emergence of Surge allows "AI assets" to truly possess a closed loop of launch → growth → value realization.

For AI innovators: this is the ideal soil to escape the financing trap and focus on technical refinement;

For community investors: this is the best window to participate in the next generation of AI + Web3 dividends.

A new economic layer supported by AI Agents is in the making, and the quality assets selected by Surge will become the core currency of this era.

Coexisting with Sui, walking alongside Surge. In the wave, seize your value entry ticket.

Left hand AI, right hand Crypto. The future is already here.