--- title: "Ye Kai of Huaxia Digital Capital: Opportunities and Bubbles in the Era of AI Agents" type: "News" locale: "en" url: "https://longbridge.com/en/news/279567728.md" description: "Ye Kai, Founding Partner of Huaxia Digital Capital, discussed the transformative role of AI in an interview at the \"OpenClaw Creator Workshop\" in Beijing. He emphasized that AI is not merely a tool but a new cognitive system, likening it to an external brain for humans. Ye identified four key application areas for OpenClaw: digital finance, personal content creation, cross-border e-commerce, and short films. He also noted the existence of a bubble in the AI industry, suggesting that emerging sectors attract significant interest and investment, which can lead to inflated valuations." datetime: "2026-03-18T09:31:29.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/279567728.md) - [en](https://longbridge.com/en/news/279567728.md) - [zh-HK](https://longbridge.com/zh-HK/news/279567728.md) --- # Ye Kai of Huaxia Digital Capital: Opportunities and Bubbles in the Era of AI Agents On March 17th, the "OpenClaw Creator Workshop & Skills Bazaar," hosted by Jinse Finance and Twinkle, with learning support from Digital Shore Academy and ecosystem support from Zhipu Z.AI, was held in Beijing. Ye Kai, Founding Partner of Huaxia Digital Capital, gave an exclusive interview to Jinse Finance. Ye Kai pointed out: For humans, AI is not just a tool, but more like the brain. In the future, typical application scenarios for OpenClaw will involve four major areas: digital finance based on RWA, personal content creation, cross-border e-commerce, and short films and television dramas. AI Agents will force humans to upgrade. From the perspective of the entire AI industry, we believe a bubble exists. For any emerging industry, a bubble will inevitably exist because a bubble will attract more people, companies, and funds to join in an orderly manner. The following is a transcript of the interview: **Jinse Finance: Many people say "AI is just a tool," while others say "AI is a new species." Which statement do you agree with more?** **Ye Kai:**For humans, AI is not just a tool, but rather like a brain. I see it as a new cognitive system, a new infrastructure for the digital economy. Some say AI is a very good tool for improving efficiency, but you will find that AI not only helps us improve efficiency, but most importantly, it can think, understand intelligently, and execute proactively. From this perspective, AI is indeed a new species—a human's external brain. Therefore, how we view and apply AI is crucial. **Jinse Finance: Which industries have the most urgent need for tools like OpenClaw? What are some typical application scenarios? Can it become a benchmark product for enterprise-level AI automation?** **Jinse Finance:** Which industries have the most urgent need for tools like OpenClaw? What are some typical application scenarios? Can it become a benchmark product for enterprise-level AI automation? Ye Kai: OpenClaw differs from previous AI approaches in that it has integrated AI applications into a streamlined process. A significant amount of repetitive work will be replaced by AI agents like OpenClaw. I believe future typical application scenarios will involve four main areas: First, the digital finance sector, primarily driven by RWA (Real-Time Analysis and Application). Knowledge research, industry reports, customer service, product delivery, and automated transaction processing can all be accomplished through OpenClaw. Second, the personal content creation sector. Platforms like TikTok, YouTube, Twitter, Lark, WeChat Official Accounts, and Xiaohongshu can all integrate with OpenClaw for automated content planning, writing, video and audio production, content publishing, data statistics, and operational analysis. Third, the cross-border e-commerce sector. Due to the international nature of cross-border e-commerce and its 24/7, multilingual operation, it places considerable workload on traditional practitioners. With OpenClaw, issues such as inquiries, orders, and logistics can be resolved through AI agents. Fourth, the short film and television drama sector. It's now entirely possible to use AI to support an entire film and television production team. ByteDance's short drama platform, Hongguo Short Drama, has already launched a large number of AI-generated short dramas. In the future, as short drama cultural products go global, a leading product may emerge. Jinse Finance: How can automated tools like OpenClaw be combined with the decentralized concept of Web3 to create new application scenarios? Ye Kai: When we innovate on-chain financial products using RWA, we involve assets distributed across various locations. At this time, AI agents like OpenClaw help us collect data such as the dynamic net asset value of various assets, feedback from global investors, and transaction actions. Each person's wallet and assets can be assetized through OpenClaw, allowing for global trading and circulation, achieving interoperability. In the future, more young people and "one-person companies" will participate. In the current context of distributed and diversified creativity, many Web3 applications are constantly emerging; the digital economy era is completely different from the traditional economic era. In the digital economy era, currency has been dominated by digital currencies and stablecoins, and labor has also transformed into digital labor. I believe that applications like OpenClaw, driven by the digital economy wave, will interact with more innovative distributed economies. Jinse Finance: What is your ultimate vision for the AI ​​Agent era? How will it change human production and lifestyles? Ye Kai: The new economic system has already changed; currency, productivity, and capital are all changing accordingly. More and more companies are putting real-world assets on the blockchain and circulating them digitally. Many people are discussing whether AI Agents will replace humans after their rise. I don't think so; on the contrary, AI Agents will force humans to upgrade. In the future, humans will need to consider how to design, supervise, and review control systems for AI Agents. Therefore, I believe that humans will find a balance point for harmonious coexistence with AI Agents, and AI will become our best assistant. Jinse Finance: What AI sectors are currently most favored by the capital market? How do you view the bubble problem in the AI ​​industry? Ye Kai: This is a rather traditional question. The current traditional capital market is quite optimistic about the chip and large-scale model sectors. In the past year, a large number of domestic chip and large-scale model companies have listed on the A-share and Hong Kong stock markets, all recording good market performance. In addition, we are paying close attention to computing power and data centers. From the perspective of the AI ​​industry as a whole, we believe a bubble exists. For any emerging industry, a bubble is inevitable because it will attract more people, companies, and capital in an orderly manner. From the perspective of individual sectors, we believe that the leading, high-quality sectors do not have bubbles. Sectors that rely on data-driven narratives will have bubbles. At this time, investors like us need to seize the hot topics and traffic brought by the bubble and select good investment targets from them. ### Related Stocks - [688316.CN](https://longbridge.com/en/quote/688316.CN.md) - [300113.CN](https://longbridge.com/en/quote/300113.CN.md) - [TCTZF.US](https://longbridge.com/en/quote/TCTZF.US.md) - [600602.CN](https://longbridge.com/en/quote/600602.CN.md) - [300496.CN](https://longbridge.com/en/quote/300496.CN.md) - [688158.CN](https://longbridge.com/en/quote/688158.CN.md) - [IGPT.US](https://longbridge.com/en/quote/IGPT.US.md) - [09140.HK](https://longbridge.com/en/quote/09140.HK.md) - [83140.HK](https://longbridge.com/en/quote/83140.HK.md) - [03140.HK](https://longbridge.com/en/quote/03140.HK.md) - [159381.CN](https://longbridge.com/en/quote/159381.CN.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [00700.HK](https://longbridge.com/en/quote/00700.HK.md) ## Related News & Research - [Lingxing Seeks Hong Kong IPO, But Heavy Reliance On Aggregators Could Worry Investors](https://longbridge.com/en/news/284407061.md) - [Gaming industry could unlock $22 billion in profits on AI-driven cost cuts - Morgan Stanley](https://longbridge.com/en/news/283671582.md) - [Intel (INTC) Valuation Check After AI Driven Earnings Beat And Upbeat Outlook](https://longbridge.com/en/news/284107502.md) - [Intel warns China of severe server CPU shortage as AI demand surges](https://longbridge.com/en/news/284144041.md) - [Meta strikes deal with Amazon's cloud unit to use its CPU chips](https://longbridge.com/en/news/283996844.md)