ARC surged 80% in a single day. How did Delphi Digital condense its value logic?

Source: Delphi Digital

Compiled by Odaily Planet Daily ( @OdailyChine )

Translator ｜Azuma ( @azuma_eth )

Editors note: The AI sector, which has been sluggish for many days, finally saw a violent rebound today. The framework project arc surged 80% in a single day, leading the entire sector. The most direct clue to the surge may be that arc announced today that it will launch a new token issuance mechanism to focus on capturing the potential of the ecosystem. However, looking back at the past few rounds of fluctuations in the AI sector, arc always seems to show a stronger upward trend.

This article is a paid research report on arc originally published by Delphi Digital on January 28. On February 8, the agency selected and updated the core content and published it again on the X platform - in just 3 days, arc has rebounded strongly from a low of $0.13 to $0.32.

The following is the original content of Delphi Digital, translated by Odaily Planet Daily.

AI Agents are no longer just experiments. To succeed in real-world applications, they require a framework built for scale and performance.

How does Arc stack up against the competition? Let’s break it down.

Arc Overview

a rc is a Rust-based proxy platform designed for speed, reliability, and security. With hardware-level execution speed, built-in memory error protection, and safe concurrency mechanisms, arc can help high-demand applications such as finance, healthcare, and real-time systems further improve reliability and scalability.

arc’s architecture allows it to excel in areas where ElizaOS and ZerePy are relatively underrepresented. arc’s decentralized workflow enables trustless, low-latency operations, making it ideal for applications such as DeFi arbitrage agents.

ARCs real-time performance also meets the sub-millisecond latency requirements of applications such as robotics, self-driving cars, and IoT systems.

Rigs Core Innovation

Odaily Note: Rig is the name of arc’s token framework.

• Performance: Rig compiles directly to machine code, achieving near-native speeds, outperforming Elizas JavaScript runtime.

• Memory Safety: Rust prevents crashes by catching memory errors before your project runs, making it ideal for critical systems such as healthcare and aerospace.

• Concurrency: Rust allows programs to multitask without crashing or raising errors, even if multiple tasks try to use the same data at the same time.

• Determinism: Rust maintains predictable performance by avoiding delays caused by cleaning up unused memory, making it well suited for demanding tasks such as autonomous driving navigation.

Developer Adoption Metrics

a rcs focus on the rust language makes it a strong competitor in the AI agent framework track. The following is a comparison of the number of GitHub stars of other leading AI frameworks:

• TensorFlow (Python/C++): 188,000 stars;

• LangChain（Python）： 99,900 stars;

• PyTorch (Python): 86,600 stars;

While ElizaOS leads the crypto proxy frameworks in terms of number of stars and contributors, arc’s focus on high-performance, decentralized applications makes it a strong contender in the niche market.

Latest Developments

Recently, arc announced a partnership with the Solana Foundation to accelerate AI innovation on Solana. Through this collaboration, arc will be able to provide funding and guidance to projects building Rust-based agents on Rig.

a rc has also released the Rig Onchain Kit, which aims to provide agents with on-chain capabilities, such as automatically rebalancing portfolios or voting on proposals.

This opens up new possibilities, enabling agents to become DeFi collaborators that can interact with smart contracts.

arc Partners

• Arbitrum: Building developer tools to facilitate development on the Stylus and Rig frameworks.

• Abstract Chain: Brings EVM compatibility to Rig.

• MongoDB: Provides enterprise-level data orchestration and enhanced RAG (retrieval augmentation generation) capabilities.

• Shuttle: Provides a Rust native cloud platform to simplify the deployment and management of the Rig framework.

• Eternal AI: Enabling decentralized reasoning, enhanced autonomy, and security.

• Hyperbolic: Enables Rig-built agents to access Hyperbolics extensive model library and high-performance computing resources.

• SendAI: Cross-chain AI deployment to improve communication and interoperability.

Market Positioning

• DeAI Growth: As DeFAI and DAOs expand, the demand for open source AI agents will surge.

• High-Performance Segments: ARC is leading in areas that require higher performance, such as robotics, IoT, and real-time analytics.

• DePIN: Enables trustless, low-latency operations and optimizes decentralized physical infrastructure such as energy grids, supply chains, and telecommunications networks.

Potential challenges and prospects

• Learning curve: Rust is complex, but arc alleviates this problem through templated workflows and developer tools provided by Shuttle.
  

• Ecosystem maturity: Driving growth of Rust AI libraries through incentives such as grants and hackathons.

• Competitive Landscape: While frameworks like ElizaOS and TensorFlow dominate the AI space for now, arc can focus on the market niche, developer community, and Rust to highlight its value proposition.

Arcs RIG framework is leveraging Rusts performance advantages to redefine AI infrastructure. As the adoption of decentralized and high-performance AI continues to grow, Arc is expected to play an important role in shaping the future of AI agents.