Author: Haotian
Why should you not miss this wave of AI Agent narrative hype? Many people still think that AI Agent and "AI + DePIN, AI computing power/reasoning aggregation platform, AI MEME" are just a temporary fad. But in fact, I want to say that they are all just different stages of the integration of AI + Crypto, which will ultimately drive the arrival of the main bull market wave. Next, let me share my views point by point:
1) In general, the narrative logic of AI+Crypto becoming the main driver of this bull market wave will not change, because the training of AGI large models and the deep development of the future multi-modal AI industry will have an ever-increasing demand for traditional computing power, storage, data and other "resources", which means that the AI industry will be very competitive and cruel, and monopoly will be inevitable, which will inevitably lead to the "spillover" of innovation needs of some small and medium-sized enterprises.
AI will bring "incremental" fundamentals to the Crypto field, and the Crypto world can just absorb this wave of spilled resource demand.
For example, the need for cheap computing power for LLM training can integrate idle resources for use; or some vertically integrated applications in the medical and supply chain finance fields require privacy, and the Crypto's ZK+ distributed governance framework will become a key underlying technology; or distributed reasoning requires a lot of scenario-based optimization algorithm matching and an incentive framework that can record the reasoning process, which is exactly what Crypto Tokenomics is good at? So from the overall trend, AI+Crypto is definitely an irreversible necessity.
2) However, AI+DePIN was hot for a while but then seemed to have died down, and later many VC-backed large AI projects in distributed aggregated computing power, algorithms, and reasoning did not stir up much of a storm either, and then the recent AI+MEME represented by GOAT showed the market a new vitality driven by community culture, and naturally the AI Agent token issuance craze that followed allowed the market to see a new hope for AI to achieve large-scale application landing through Crypto.
At first glance, the AI narrative seems to have gone from DePIN to aggregated computing power and reasoning service platforms, then to MEME, and finally to AI Agent, seemingly without any logic, step by step refuting the feasibility of AI+Crypto?
But I think AI+DePIN is laying the infrastructure foundation; distributed computing/reasoning platforms are building a computing power and algorithm incentive network; AI+MEME is using the secondary wealth effect to accelerate the market education and dissemination of AI applications; and AI Agent represents the ultimate application landing and user reach.
Based on this logic, it is not difficult to find that the AI+Crypto scenarios that AI+DePIN and the aggregated computing and reasoning network are trying to undertake are too large and heavy, and the spillover demand they are trying to take on has not been fully competed and mature even in the Internet field, so naturally it will appear to be useless and meaningless in the Crypto field in the short term.
But what if we reverse the order of infrastructure building and application token issuance + MEME dissemination?
First, let the AI Agent with landing scenarios, demand and very lightweight development in the Crypto field, and during the process, the high-quality Agent can also connect with the MEME community power for assistance. When the momentum of AI asset issuance and AI MEME primitives is strong enough, then tackle the big AI+Crypto infrastructure, won't that be much more reliable?
In other words, from developing "fat protocols" to "thin applications", using lightweight and quickly iterative thin applications to sound the charge, and then using MEME memes based on vertical scenarios to drive secondary market user FOMO, and finally develop the fat protocols with grand technical visions and long timelines that are difficult to land, does this logic make sense?
3) So, let's focus on the AI Agent narrative. AI Agent refers to AI intelligent services that can make autonomous decisions and automate task execution, with the main goal of improving human-machine collaboration efficiency through personalized scenario customization and automated processes.
Common AI Agents have been widely used in scenarios such as code development, creative content generation, research assistance, personal financial planning, and professional consulting (such as legal and medical).
At this point, someone must be thinking, these AI Agents have been developing on a large scale in the web2 domain for a long time, and their SaaS subscription, API call billing and value-added services business models are all running normally, so why do they have to come to the web3 circle to issue tokens and create bubbles? What happened to the value application landing?
In my view, there is no conflict. AI Agent development in a pure web2 environment is not ideal, and this is the premise for many Agents to come to web3 to issue tokens. And the value deposition of Crypto has to go through a process of bubble blowing, DeFi, Non-Fungible Token, Inscription, GameFi, MEME, etc. have all gone through the FOMO period of "asset issuance stories".
This seemingly financial nihilistic bubble period, although it will make the whole industry appear "a mess" in the short term, the funds and users it attracts will settle down and inject momentum into the subsequent development of the industry.
NFT's digital art may be meaningless, but it has actually led to the deflation of ETH, Inscription's carved art may be meaningless, but it has helped miners get through the pre-halving shutdown, and similarly, the AI Agent token issuance craze may be full of speculation in the short term, but it will bring more incremental users and funds into the Crypto circle. From a long-term perspective, these short-term nihilistic FOMO narratives will definitely settle down into corresponding value, and we must not miss the opportunity due to prejudice.
4) Finally, I want to say that AI Agent is important for ordinary retail investors, and equally important for some project parties in various vertical fields who are under the heavy pressure of VC coins.
From now on, you should think about how to empower your chain with the AI+ narrative: embed modular AI pre-processing components? Build AI Agent tools suitable for community participation? Spread MEME culture memes with AI personality?
The addition of these AI elements will make your heavy and difficult-to-land Roadmap more "youthful", and use the lightweight AI Agent approach to gradually apply the originally long-term technical landing story, while using the more entertaining and easily disseminated AI MEME to gradually amplify the influence. Rather than engage in meaningless confrontation, why not embrace it?
Embracing the lightweight AI Agent and AI MEME community culture will become the optimal solution to reshape the past project "technology, operations, community, marketing, brand" and other heavy asset development paths.
Many people don't like to MEME-ize everything, and are lonely in cultivating the faith of application landing, and sneer at the hype and FOMO, and therefore will always miss opportunities, but there are also people who like to MEME-ize everything, active in the financial nihilism PVP game, but cold to the technology and value fundamentals that support this game, and eventually end up with empty-handed exits.
Come on, let's string together AI Agent+AI MEME+AI Platform+AI DePIN as a main line, without the opposition of technical VC coins and MEME, and together push forward the grand narrative of AI + Crypto, and jointly achieve this long-awaited main bull market wave.
