I was jolted awake by the market last night: Powell's speech had barely finished when BTC returned to fluctuating around $110,000, while SOL continued to garner attention due to the ETF narrative. Emotions are in turmoil, but I'm more concerned about who can "weather the volatility." While scrolling through social media, I saw @Kindred_AI's new connectivity solution, and it suddenly occurred to me: true alpha might not be price fluctuations, but rather a consistently online, personalized intelligent agent. Recently, I've been reviewing everything I can find: • Always Online: With Kindred's integration of decentralized eSIM, the concept of an "uninterrupted" AI companion has become a reality. It maintains responsiveness during travel, offline scenarios, and even in weak network conditions, a qualitative leap in user experience. • Networked Intelligence: It's not an isolated model, but a network of collaborative agents. Information flow is more like an "ecosystem" than a single-point assistant. • Creator-Friendly: The Creator/Studio approach combined with IP management transforms "characters" into digital assets you can manage long-term, rather than one-off bots. • Emotion and Memory Stack: Emphasizing personality consistency, long-term memory, and multimodal interaction—upgrading from a "chat tool" to a "digital life." Siyuan believes Kindred's competitive advantage lies in "connectivity × personality." Only by connecting with the world can one connect with people's hearts. Next, I will focus on three things: 1) eSIM coverage and pricing details; 2) Creator permissions and long-term incentive design; 3) Real retention and word-of-mouth in the next round of internal testing/activities. If AI Agents truly represent the next major trend, this path is worth tracking long-term.