Editor's Note: This article discusses the future development of AI agents in the crypto market. The author believes that current AI agents are mainly doing simple reply work, and in the future they will shift towards more interactive and practical applications and avatars. The author is optimistic about the AI projects on Solana, and recommends two investment strategies: buying large-cap AI projects like AI16Z, and buying small-cap AI projects that are developing interactivity and applications, as he believes these projects will bring higher returns.
Original Content (edited for readability):
I'll briefly say that if you follow me, you'll see me posting a lot of abstruse nonsense, like "the place to ice skate is where the hockey pucks go" or "buy low, sell high attention", which are some pretentious statements.
But I keep repeating these for a reason - I believe the crypto market, even after all these years, is still very inefficient. People are constantly chasing short-term gains, wanting to experience the thrill of FOMO, seeing the instant dopamine rush from the numbers going up, and often end up becoming the top signal in 20 minutes, with their positions quickly getting trapped.
So the investment trick to make money is - buy low, sell high. Buy when no one is talking about it, sell when everyone is talking about it. Buy when you feel everything is over, sell when you want to take a screenshot. Buy cheap, sell expensive.
So the purpose of this article is to talk about this. AI agents on Solana are currently in a significant correction. Meanwhile, alt coins on CEAs are rising, with Base sucking up all the liquidity. There is also a lot of discussion about whether SOLETH and SOLBTC have already peaked, and the overall sentiment is rather pessimistic. Therefore, I'm betting on two things:
1. Solana will rebound, and we will see the second wave on-chain.
2. AI agents will rebound.
Now that the background is set, let me monologue about how I see the future trend if the AI agents on Solana rebound. Here's my framework:
Macro: Hype -> Fundamentals -> Utility
Micro: Repliers -> Fundamentals-ish -> Applications/Avatars
Macro = the defining narrative of each cycle; the first wave was Render, Akash, Tao, etc., and a lot of general trash projects also popped up. Render and Akash are almost unusable, I don't know what FET and OCEAN are (or their evolutions, like AGI, etc., I really don't understand), not to mention NEAR (the first meme coin launched on it was completely crushed, I was there at the time).
The second wave is Goat, Zerebro, AI16Z - more basic applications.
Next is the micro cycle = the types of applications that will emerge. Goat brought all kinds of crazy projects - memeAI, Shoggoth, Project89, etc. While the post-Goat wave applications are more in-depth - Zerebro now releases music tracks, Lola can do on-chain trading, AVB has group behavior, etc.
Now, the macro and micro are colliding in the third wave - I think we'll see the utility of applications and avatar forms. You're already starting to see the prototypes, with Alch now allowing users to use AI to build their own applications.
Griffain allows you to use AI agents to control your wallet, AIXBT is everyone's favorite analyst, helping researchers boost their analytical capabilities tenfold.
"Repliers" will become a thing of the past. If your AI agent can only reply on Twitter now, it's not worthy of the top spot. We've gotten used to this, people always want more.
So the next wave will no longer just be "repliers", but actual interactivity. Avatars are great because they allow you to converse and interact with them. Applications let you build things, truly use AI, not just a bot replying in the comments.
So there are a few ways to participate in this trend. Over the past few weeks, the AI space on Solana has experienced a huge downturn, but there are also many people working hard.
Undoubtedly, if you follow my tweets, you'll know I've been bullish on AI16Z since the 180mm FUD days. I think AI16Z is the easiest way to access the entire AI ecosystem, as Eliza has been widely forked, just like last cycle when people didn't want to pick individual games to invest in, but bet on the game chain - I think AI16Z is the "L1" of AI agents.
Strategy 1: Buy large-cap AI projects that have performed well; for example, AI16Z, and maybe TAO.
Strategy 2: Buy small-cap AIs that are working on the projects I just mentioned.
I'm choosing Strategy 2 because it can bring asymmetric returns in this field. There are many AI agents that haven't yet gained market favor, as I mentioned earlier - low attention, rotation games, etc.
These AI projects are actually building the applications, interactivity, and avatars that I talked about. These are the projects I'm bullish on in the upcoming wave.
Join the official BlockBeats community:
Telegram Subscription Group: https://t.me/theblockbeats
Telegram Discussion Group: https://t.me/BlockBeats_App
Twitter Official Account: https://twitter.com/BlockBeatsAsia
