Author: Haotian
Why should you not miss this AI Agent narrative boom? Many people still think that AI Agent and "AI + DePIN, AI computing power/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 main bull market wave. Next, I will discuss my views point by point:
1) In general, the narrative logic of AI+Crypto becoming the main 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 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 together for use; again, some vertical fields such as medical care 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-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 large AI projects such as distributed aggregated computing power, algorithms, and reasoning that were heavily invested by VCs 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 boom that naturally followed allowed 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 power reasoning service platform to MEME and finally landed on AI Agent, seemingly without any logic, step by step refuting the feasibility of AI +Crypto?
But I think that AI+DePIN is laying the foundation infra; 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+DePIN and the computing power reasoning aggregation network are trying to undertake too large and heavy AI+Crypto scenarios, 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 useless and meaningless in the short term in the Crypto field.
But what if we reverse the order of infra construction 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 quality Agents can also connect with the MEME community force for assistance, and when the momentum of AI asset issuance and AI MEME primitives is strong enough, then go to tackle the AI+Crypto big infrastructure, wouldn't that be much more reliable?
In other words, from developing "fat protocols" to transforming into "thin applications", using lightweight and quickly iterative thin applications to blow 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 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 field 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? Where is the promised value application landing?
In my view, there is no conflict. AI Agents do not develop ideally in a pure web2 environment, 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, Inscription, GameFi, MEME, etc. 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 settle down and inject momentum for the subsequent development of the industry.
The digital art of Non-Fungible Token is virtual, but it has actually caused the deflation of ETH, the carved art of Inscription is virtual, but it has helped the miners get through the pre-halving shutdown, and similarly, the AI Agent token boom is also full of speculative hype 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 the AI Agent is important for ordinary retail investors, and equally important for project parties in various vertical fields that are under the heavy pressure of VC Tokens.
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 cultural 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 to gradually apply the originally long-term technical landing story, and use the more entertaining and easily disseminated AI MEME to gradually amplify the influence. Rather than doing 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's "technology, operations, community, marketing, and brand" and other heavy asset development paths.
Many people do not like to MEME everything, and are lonely in cultivating the faith of application landing, and look down on the hype FOMO, and therefore will always miss opportunities, but there are also people who like to MEME everything, active in the financial nihilistic PVP game, but indifferent to the technology and value fundamentals that support 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 opposition of technical VC Tokens and MEME, and together push forward the grand narrative of AI + Crypto, and jointly achieve this long-awaited main bull market wave.
