The lobster is really hot right now.
Binance is doing it, OKX is doing it, Bitget is also doing it, and even some local governments in China have started discussing this direction.
To be honest, this kind of atmosphere easily creates a strange anxiety in people:
On one hand, AI seems to be able to do everything, but on the other hand, it doesn't know what it should actually do. So whenever something new comes out in the market, everyone's first reaction is to experience it and then talk about it.
Recently, Binance and OKX successively launched the DEX side's 'lobster', while Bitget directly launched the CEX version of MCP. I also went to experience Bitget MCP right away and will share a few impressions.
First, the form of trading is likely to change.
Spot trading, contracts, copy trading, and wealth management can actually be automated through APIs.
But that type is 'people calling APIs', while now it's AI deciding when to call APIs, which is fundamentally different.
In the future, everyone’s trading account may come with a default 'smart brain':
It will remind you whether your current actions are rational, whether your take-profit and stop-loss settings are reasonable, and if not set, it will use words you can understand to persuade you to make those settings.
If this trend really holds, the market may see an interesting change:
Irrational traders will become fewer, and FOMO will be significantly weakened.
But the problem is that the market has always fundamentally been about smart money earning emotional money.
If AI smooths out 'emotions', the difficulty for smart money to make a profit may actually increase.
Second, security issues are likely to become a new hot topic.
Lobsters have lowered the threshold for automated trading; a process that used to be very complicated can now be completed with just one sentence. However, at the same time, the security issues of keys will be magnified. Currently, each platform has its own solutions, but frankly, these solutions are more like transitional forms.
Because as long as AI can take over your computer and operating environment, then the traditional security assumptions are actually broken.
For example, a very classic type of attack:
Prompt injection attack.
Under the current permission structure, lobsters can actually be easily affected by such attacks.
So I actually look forward to exchanges providing more mature and systematic security solutions in this area.
Third, is natural language trading a pseudo proposition?
Many products now emphasize that 'you only need one sentence, and AI can help you complete the trade.'
But for those who actually trade, this may not be the core demand.
What we actually need is another type of ability:
For example, is there any potential risk in my holdings?
If a certain coin shows anomalies, can it alert me immediately, or even automatically hedge for me?
For example, the Federal Reserve is about to hold a meeting; what does this mean for the market, and how should I prepare in advance?
For example, if Trump said something on Twitter that would affect the market, do I need to take some protective actions?
A truly valuable AI trading assistant may not be one that 'places orders' for you, but helps you understand risks, understand macro situations, and understand market changes.
This is true intelligent trading.