OpenAI released the AI browser Atlas last month, featuring global memory and operation agents. Marketing accounts claim it is aimed at Google Chrome, but in reality, its core is still Chromium, which won’t be significantly different from Chrome+.

Currently, Atlas is more aligned with Perplexity Comet, which has previously been valued at $18 billion. The AI browser sector is very large and will reshape the current landscape of browsers and search engines.

The crypto industry also has its own AI browser @DonutBrowser, which just secured its second round of financing, totaling 22M. It is a project that has been heavily invested in by top global funds over several rounds. The investors of Donut have also invested in many leading AI (Open AI, Manus, Genspark, Pika) and Web3 (Sahara, Virtuals, Sui, 0G) projects, basically covering the top AI & Web3 benchmark projects.

In the current Chrome extension ecosystem, the cryptocurrency industry is actually in the blind spot of major companies, lacking the corresponding security and convenience of the financial industry. However, in this round of AI browser competition, Donut is surprisingly the most likely to complete the commercial closed loop.

For the past 30 years, all browsers have played the role of directing traffic to Google, resulting in them only receiving a meager share of advertising revenue, ultimately leading to Chrome consuming the entire market share.

In the era of AI, users have begun to show a willingness to pay for new AI products, giving rise to a new generation of AI proxy browsers.
The crypto trading browser allows users to turn all entry points on the internet into gateways for asset issuance and trading, and Donut can capture the liquidity flow of the entire web3.

The current crypto market has reached a large scale of 3 trillion, and it may continue to expand in the next round. The prosperity of perp DEX and prediction markets is evident to the naked eye, and more and more transactions, including traditional internet financial activities, will shift to the blockchain.

Many wallets have already realized this. In addition to centralized exchanges promoting their own wallets, native wallets have basically integrated Hyperliquid's liquidity.
But it is evident that the next ecological niche will be severely impacted by AI browsers, as AI agent browsers are essentially autonomous tools that seek alpha on-chain, participate in DeFi, and follow smart money on hype, among other versatile capabilities, essentially becoming wallets that generate profits on their own.