It is not because of the financing numbers, but because it has transformed "status" from a mere appendage of the chain into a primary necessity for AI life forms.

We have been discussing AI onchain for a long time, but there are almost no chains that can truly allow models to continuously operate, evolve, and have "memory capabilities."

The structure of 0G caught my attention because it is not just a simple Modular DA, but a three-layer ensemble system:

▪ Storage (verifiable long-term storage)
▪ DA (Ultra High Throughput + Low Latency + Programmable)
▪ Serving (Model Invocation/Deployment/Inference Market)

This is not a "data warehouse"; it is a state operating system.

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Why do I feel that this is a high-dimensional entry point for AI-native infrastructure?

Because it addresses the issue of "AI needing to continuously write history on the chain."

Rollups are fast, models are large, and inferences are many, but you cannot look back at what it has said, learned, or evolved into—unless you have a semantic state storage mechanism.

And this is exactly what 0G is doing:

✔️The model can have state naming spaces.

✔️The intelligent agent can write, retrieve, and trim its own history.

✔️Status becomes an asset, not a pile of logs

What impressed me the most is that it does not make DA "cheaper", but rather for the first time allows the "lifecycle of states" to be orchestrated, referenced, and inherited.

From this perspective, it is not a copycat of Celestia,
It is the first memory base of the "Agent Stack".

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Because this project is very clear: what we are building is not just infrastructure, but a narrative.

It is not about building infrastructure to adapt to the market, but rather about using technology to define the narrative units of AI.

In other words, if you understand its structure today, you will be able to participate in its grammar writing in the future.

👀 Some questions I've been continuously thinking about, and you are welcome to discuss them together:

If the future of the chain is not a ledger but an AI "emotional scheduling layer", how is the state constructed?

If a model has inheritable state memory, will narratives no longer be dominated by humans?

When you express the view that "this is a chain born for AI state architecture", you are actually participating in narrative generation rather than information transport.

Compute-Oriented Memory: AI is not just a matter of computing power; the memory graph is the foundation for long-term evolution.

Programmable DA vs General DA: The latter is for rollups, while the former is meant to truly allow AI agents to "live" on the chain.

#0G #CryptoInfra #KAITO