Author: Haotian
Why should you not miss this AI Agent narrative wave? Many people still think that AI Agent, "AI + DePIN, AI computing/reasoning aggregation platform, AI MEME" are just a temporary hot spot. 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 bull market's main upward wave. Next, I will discuss my views point by point:
1) In general, the narrative logic of AI + Crypto becoming the main driving force of this bull market will not change, because the training of AGI large models and the deep development of the future multi-modal AI industry will have an increasingly greater 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; again, some vertically deployed areas such as healthcare and supply chain finance require privacy, and the Crypto's ZK + distributed governance framework will become a key underlying technology; also, distributed reasoning requires a lot of scenario-optimized 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 an irreversible necessity.
2) However, AI + DePIN was hot for a while but then seemed to have died down, and later the many large AI projects heavily invested in by VCs, such as distributed aggregated computing power, algorithms, and reasoning, also failed to stir up much of a storm, and then the recent AI + MEME represented by GOAT showed the market new vitality driven by community culture, and then the AI Agent token issuance craze naturally connected to it, allowing the market to see 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/reasoning service platforms to MEME and finally to AI Agent, seemingly refuting the feasibility of AI + Crypto step by step.
But I think AI + DePIN is laying the infrastructure foundation; the distributed computing/reasoning platform is 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 final 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 computing/reasoning aggregation network are trying to undertake are too large and heavy, and the spillover demand they are trying to undertake 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 propagation?
First, let the AI Agent with landing scenarios, demand and very lightweight development in the Crypto field, and during the process, the quality Agent can also connect with the MEME community force to assist, when the momentum of AI asset issuance and AI MEME primitives is strong enough, then tackle the AI + Crypto big infrastructure, won't it 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 technically ambitious and long-term hard-to-land fat protocols, 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 the execution of tasks, 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, why do they have to come to the web3 circle to issue tokens and create bubbles? Where is the promised value application landing?
In my view, there is no conflict. The development of AI Agents in the pure web2 environment is not ideal, which 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, Minting, GameFi, MEME are no exception, they have all experienced the FOMO period of the "asset issuance story".
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 be deposited, injecting momentum for the subsequent development of the industry.
The digital art NFT is meaningless, but it has actually caused ETH deflation, the engraved art Minting is meaningless, but it has helped miners get through the pre-halving shutdown, similarly, the AI Agent token issuance craze is 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 precipitate 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 trapped under the heavy pressure of VC coins in various vertical fields.
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 AI personality MEME culture memes?
The addition of these AI elements will make your heavy and hard-to-land Roadmap more "youthful", allowing the originally long-term technical landing story to be gradually applied in a lightweight way of AI Agent, and at the same time to amplify the influence in a more entertaining and easily disseminated way of AI MEME. Rather than doing meaningless confrontation, why not embrace it?
Embracing lightweight AI Agent and AI MEME community culture will become the optimal solution to reshape the past project's "technology, operations, community, marketing, brand" and other heavy asset development paths.
Many people don't like to MEME everything, stubbornly cultivating the faith of application landing in loneliness, and sneer at those speculative FOMO things, and therefore will always miss opportunities, but there are also people who like to MEME everything, active in the financial nihilism PVP game, but cold-eyed to the technology and value fundamentals supporting this game, and eventually end up with empty joy and elimination.
Come on, let's string together AI Agent + AI MEME + AI Platform + AI DePIN as a main line, without the distinction between technical VC coins and MEME, and together push forward the grand narrative of AI + Crypto, and jointly achieve this long-awaited bull market's main upward wave.
