The post I wrote about FLKR yesterday went viral, indicating that the project's content is very rich in local flavor, haha.
Today, I want to talk about Daemon.
That's right, I want to test the local flavor of this project.
If you don't like it, feel free to criticize; that way I can understand the market sentiment better.
Let’s start with the conclusion:
The Daemon project is likely to leave ordinary people bewildered at first glance.
This is because its introduction is filled with terms that sound impressive but, when combined, resemble a developer's exam questions:
Solana IDE, AI Agent, Metaplex AgentOps, x402, MCP, wallet workflow, token launch…
These terms seem fine when looked at individually, but together they resemble a northeastern stew.
It's not that it's bad; it's just that you can't tell what's really in the pot at first glance.
So let me translate it into simple words:
What Daemon aims to create is an “all-automated kitchen for Solana developers.”
Previously, if you wanted to create something on Solana, it would probably look like this:
Write code and open Cursor;
Check the blockchain on Solscan;
Connect with the API and read documentation;
Adjust the wallet in Phantom;
Launch coins on the launchpad;
Use various tools to check transactions;
AI can help you write code, but for signing, deploying, testing, and going live, you'll have to run around yourself.
Doesn't it feel like making a bowl of fried rice, but first, you have to grow the rice, raise chickens, buy a pot, fix the stove, and turn on the gas?
Daemon wants to say:
Stop messing around; I’ll set up the kitchen for you.
Just come in and start frying.
It’s not just a simple AI chat box, nor is it an ordinary IDE.
It’s more like:
Cursor + Solana wallet + development toolbox + Agent workstation + coin issuing backend + a centralized control room for a bunch of Solana APIs.
You can write code inside it, open a terminal, connect wallets, view on-chain data, run Agents, connect Metaplex, handle x402 payments, and access various Solana tool streams.
Sounds powerful.
But there’s a key question:
Is this thing a new species, or is it just “Codex/Cursor + a bunch of Solana APIs”?
This is the part I find most worthy of discussion.
If Daemon is just wrapping various APIs in a shell, then its moat isn't very deep.
Because now AI writing code is already quite strong, and the Solana Agent Kit also has many ready-made actions, if we are to compete on “how many APIs I can call,” it will eventually become a matter of which company has more plugins and which has more complete documentation.
This isn’t the sexiest aspect of Daemon.
The truly interesting part of Daemon lies in its attempt to package the most tedious parts of Solana development into a single workflow:
Wallet, signing, security checks, transaction previews, Agent execution, tool invocation, project context, on-chain records.
This is not just a simple API wrapper.
It’s more like creating a “safety belt-equipped AI cockpit” for Solana builders.
Why emphasize the safety belt?
Because letting AI write a wrong piece of code might earn you a couple of grumbles at most.
But letting AI sign a wrong on-chain transaction could lead to the wallet 'levitating' with assets disappearing.
So the most important thing for this type of product isn’t “the AI is very smart,” but rather:
Can it let AI work closely with real wallets and mainnet operations?
Daemon has indeed done some things in this area, such as signer guard, transaction previews, permission boundaries, mainnet execution gates, internal security audits, etc.
This shows it’s not one of those projects that says, “I plugged in an AI and pretend to be Web3 infrastructure.”
It is genuinely building a product.
I’ve looked around, and Daemon is not just vaporware.
GitHub is continuously updated;
There’s a desktop version of the product;
The Pro subscription interface is indeed real;
The x402 USDC subscription flow has also been created;
Metaplex has publicly mentioned partnership;
The buyback wallet has indeed performed on-chain buys and burns of $DAEMON.
However, note the “however.”
Having a product doesn’t equate to having product-market fit (PMF).
Having burns doesn't mean there’s a revenue scale.
Having partnerships doesn't mean the token capture is already closed-loop.
The biggest problem Daemon currently faces is:
It’s too difficult for ordinary people to understand.
It’s not the kind of project that can be easily shared in one sentence.
For example, Pumpfun: Launch coins.
Jupiter: Swap coins.
Tensor: NFTs.
Backpack: Wallet/Exchange.
These are easy to explain.
What about Daemon?
“An AI-native Solana dev environment with integrated wallet workflow, AgentOps, x402 and MCP.”
You see, it can't even be translated normally into Chinese.
This is its dissemination challenge.
The products it creates are more aimed at developers, on-chain tool users, and agent builders, not for casual retail investors to click and enjoy.
So the narrative of $DAEMON has two phases:
In the first phase, everyone buys the imagination of “Solana AI IDE + ecosystem collaboration + early products.”
In the second phase, we must see real usage:
Are there builders actually using it for projects?
Is there any revenue from Pro subscriptions?
Are there mainnet cases for Metaplex AgentOps?
Are there Arena submissions?
Does the buyback amount keep increasing?
If the second phase doesn’t materialize, it will become a developer tool that is very complex and makes a lot of effort but doesn’t have enough users.
What do these types of projects fear the most?
It’s not a lack of technology.
It’s having too much technology, but no one knows how to use it.
Like a Swiss Army knife that has knives, scissors, screwdrivers, and bottle openers.
The problem is that the market currently just wants to ask one question:
Can you help me open a bottle of cola?
So my current view on Daemon is:
It’s worth keeping an eye on, but don’t rush to idolize it.
Its credibility is much stronger than an ordinary meme.
Its product complexity is also much higher than an ordinary meme.
But its validation difficulty is also much higher than an ordinary meme.
To put it simply:
This is a project that is really doing things.
But whether the market will ultimately accept it depends on whether it can turn “developer tools” into “workstations that users can't live without every day.”
If it succeeds, it’s not just a simple API shell, but the entry point for Solana AI workflows.
If it doesn’t succeed, then it’s just a project with many features, a long introduction, and ordinary people will only want to say “bro, can you speak plainly?” after reading it.
Personally, I will be focusing on three key aspects moving forward:
1. Is the burn/buyback amount continuing to grow;
2. Are there real mainnet cases for Metaplex AgentOps;
3. Are there third-party builders who actively say: I really used Daemon to create something.
Currently it can be summed up as:
The product is real, the narrative is interesting, but commercial validation is still early.
It is suitable for continued observation and not for reckless speculation.
Above are my personal thoughts; feel free to criticize.
The more criticism there is, the more it shows the high local flavor.
Do Your Own Research.
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