Breakthrough and Growth - Key Pathways for Web3's Future

FireverseV avatar
Fireverse Ventures
@FireverseVOct 25, 2025

The Spaces brings together William (Fibers, host), Gus (Port3), YJ (Okay Zoo), and Kelana (Santism AI) to examine how AI and Web3 intersect across data, DePIN, and finance. Port3 is building a decentralized universal data layer, powering AI agents with real-time on-chain and off-chain (sentiment) data and tools like a Blockchain Query Language, integrating LLMs for smarter automation. Okay Zoo is an AI+DePIN effort, manufacturing the PMini-01 sensor device and planning wearables to collect high-quality environmental and health datasets for a personalized AI assistant. Santism AI focuses on autonomous trading and personalized finance, treating AI as infrastructure to understand on-chain behavior, predict risk, and optimize strategies/yield in real time. The panel explores RWA synergies, stressing datasets and regulatory clarity; onboarding the next billion by hiding blockchain complexity, using familiar UX and terms, and enabling user-owned data monetization; and navigating token volatility by prioritizing utility, transparency, and community resilience. Market outlooks skew neutral-to-bullish short term, with potential moves in altcoins, privacy coins, RWA, and AI as infrastructure build-outs continue.

AMA: Breakthrough and Growth Paths for Web3 Future

Participants

  • William (Host), COO of Fibers
  • Gus, Head of Operations at Port 3
  • YJ, COO of Okay Zoo (token: LT)
  • Kelana, representing Santism AI

Theme and Structure

The session focused on AI x Web3 convergence, DePIN and RWA narratives, practical use cases emerging today, onboarding the next billion Web2 users, and strategies for managing token/community volatility alongside a near-term market outlook.

AI + Web3: Integration and Unique Real-World Use Cases

  • Santism AI (Kelana)

    • Positioning: Treat AI as a core infrastructure layer rather than a peripheral helper.
    • Capability focus: Real-time understanding of on-chain behavior, risk prediction, and optimization of strategies.
    • Example applications:
      • AI vault that automatically rebalances strategies across multiple chains.
      • Dynamic yield farming adjustments based on market sentiment.
    • Value proposition: Enable Web3 to scale beyond human limits, delivering a Web2-like experience (smarter, faster, more intuitive) while maintaining blockchain’s openness and transparency.

  • Port 3 (Gus)

    • Mission: Build a decentralized data layer that makes on-chain and off-chain data universally accessible and actionable for dapps and AI agents.
    • Key components:
      • Aggregation of unique, open Web3 behavioral data to power AI training and inference.
      • Integration of LLM capabilities (e.g., ChatGPT) to enhance data usability.
      • BQL (Blockchain Query Language): Early work enabling automation of complex Web3 interactions.
    • AI agents: Rising use for DeFi portfolio management and on-chain research (smart money tracking, token monitoring).
    • Data scope:
      • On-chain: Transactions, wallet behaviors (buy/sell flow, timing).
      • Off-chain: Sentiment scraping (Twitter, YouTube, Telegram) with quantified scores; emphasis on longer-lived tokens rather than ephemeral memes.
    • Unique value: Sovereign intelligence via transparent, decentralized data access—independent, trustworthy, and foundational for an autonomous economy within their ecosystem.

  • Okay Zoo (YJ)

    • Vision: Use AI and DePIN infrastructure to improve environmental quality and personal health—core to a better world.
    • Product roadmap:
      • PMini 01: A DePIN environmental sensing device capturing localized data (e.g., CO2, noise pollution, temperature).
      • Pipeline: Companion app, smart ring, smartwatch to gather high-quality environmental and health data globally.
    • AI assistant use cases:
      • Personalized nutrition: If a user has calcium deficiency, dislikes dairy, and prefers Chinese food, the agent suggests calcium-rich dishes (e.g., Mapo tofu, sweet-and-sour spare ribs) and nearby restaurants.
      • Activity planning: Based on environmental readings, recommend indoor workouts during high pollution or routing/runtimes with lower noise/air pollution.
    • Insight: AI often delivers exponential improvements to existing processes (e.g., customer support), with high-quality datasets as the key differentiator; DePIN gathers this data ground-up for truly personalized AI.

RWA and DePIN: Synergies with AI

  • Port 3 (Gus)

    • Stance: Strong interest in RWA; sees growing opportunity for integration late in this cycle and into the next. Open to collaboration if fit and feasibility align; willing to co-develop solutions.

  • Okay Zoo (YJ)

    • Outlook: Bullish on RWA due to increasing regulatory clarity (especially in the USA), which is a prerequisite for institutional participation and compliant scaling.

Onboarding the Next Billion Web2 Users into Web3

  • Common premise

    • Web3’s complexity (seed phrases, gas fees, token custody) is a barrier.
    • The path forward: Make blockchain an invisible backend—users shouldn’t need to know they’re using Web3.

  • Port 3 (Gus)

    • Strategy: Treat blockchain as infrastructure, abstract complexity.
    • Data ownership and monetization: Social data profiling where users control and potentially monetize their data.
    • Access model concept: A token carrying a user’s data “inscribed” on it; the user can grant temporary access to a site, and the data leaves with the user upon logout.
    • Challenge acknowledged: Seamless, truly user-friendly onboarding remains a hard problem; complexity still feels high to most mainstream users.

  • Santism AI (Kelana)

    • AI-powered onboarding: Help users understand risks, track returns, and execute transactions automatically—show immediate utility rather than preach Web3’s future.
    • UX choices: Social login, clean dashboards, one-tap interactions—Web2 familiarity with Web3 under the hood.

  • Okay Zoo (YJ)

    • Frictionless design: Keep Web3 on the backend, make the experience “non-Web3” from the user’s perspective.
    • Universal pain points: Focus on widely resonant needs (environment, health) to draw mainstream adoption.
    • Language mapping: Use Web2-native terms (e.g., “account/ID” instead of “wallet,” “points” instead of “tokens”) to reduce cognitive friction.

Managing Token Volatility and Community Mood

  • Okay Zoo (YJ)

    • Diagnosis: Many tokens are purely speculative, driving extreme volatility.
    • Strategy: Build real utility and sustainable revenue streams to offset speculative swings, shifting toward use-case-driven token value.

  • Port 3 (Gus)

    • TGE dynamics: Pre-TGE hype often followed by post-TGE FUD if initial price doesn’t meet short-term expectations.
    • Approach:
      • Don’t chase price; remain transparent and relentlessly deliver on the roadmap.
      • Focus on constructive, long-term community members.
      • Recognize market cycles are uncontrollable; dips can attract committed holders to accumulate.
    • Principle: Utility-first resilience. Projects that build real value survive cycles; those without substance fade.

Near-Term Market Outlook and Sector Trends (Not financial advice)

  • Port 3 (Gus)

    • Baseline: Neutral-to-bullish near-term stance; if momentum fails, expect sideways consolidation before the next major move.
    • Sector watch: RWA, effectively-implemented AI (substance over branding), and privacy coins (e.g., Zcash) may gain traction.

  • Okay Zoo (YJ)

    • Bitcoin: Believes we’re near or at a local bottom after recent liquidation events reset open interest; possible bear trap, but broadly constructive short-to-mid term.
    • Sectors:
      • RWA: Tailwind from regulatory clarity (especially in the USA).
      • AI: Still early despite “hype”; significant ongoing capex in infrastructure (e.g., data centers) implies future productivity gains as build-out is utilized.

Key Highlights and Takeaways

  • AI as infrastructure: Treat AI as a foundational layer in Web3 to scale decision-making, risk management, and automation beyond human limits.
  • Data quality differentiates AI: Both Port 3 and Okay Zoo emphasize that high-quality, domain-specific datasets are crucial for meaningful AI applications.
  • DePIN’s role: Physical devices like Okay Zoo’s PMini 01 enable localized, high-quality environmental and health data capture—fuel for personalized AI assistants.
  • Sentiment and behavioral intelligence: Port 3’s decentralized data layer merges on-chain behavior with off-chain sentiment to empower AI agents with sovereign intelligence.
  • Onboarding strategy: Hide blockchain complexity; adopt Web2 UX and terminology; deliver immediate, practical value (risk guidance, automation, health/environment insights).
  • Community stability: Accept volatility; emphasize transparency, roadmap delivery, and utility. Long-term value creation outlasts market cycles.
  • Sector outlook: Constructive on RWA (regulatory clarity), DePIN (real data capture), privacy coins (cyclical interest), and AI (ongoing infrastructure investment signaling future gains).