Viewpoint: Keep up with the AI Agent narrative trend and don’t fall behind

Here is the English translation: Why am I so confident that the AI Agent will bring about an industry growth on the scale of a DeFi Summer? Please believe that this judgment has nothing to do with the conspiracy group behind the pure on-chain PVP or the narrative conspiracy of pure VC coins. It is simply because at a certain bottleneck point, the macro, technology, market, community, and ecosystem have undergone a spontaneous chemical reaction, giving rise to a trend-setting force that breaks through the encirclement. Why? Accompanying the previous article, let me further refine and simplify several points to share with my friends: 1) The AI Agent is not an accidental new narrative. It has a whole suite of AI MEME, AI DePIN, AI Platform, AI Rollup and other AI Narratives behind it. It is just that due to the longer delivery and implementation cycle of infrastructure like AI DePIN, the AI Agent is easier to implement and has stronger community participation, so it has erupted faster. The entire AI suite is a treasure for Crypto. 2) AI MEME is of course very important, but don't isolate it as a Super Cycle narrative, because pure financial nihilism cannot support the multi-trillion dollar Crypto industry. MEME is just a narrative catalyst, a viral marketing approach, a low-threshold channel to onboard users, and a flagship of the "wealth effect" culture output in the crypto circle. Both the de-MEMEization and the MEME-only dogma are wrong. 3) The AI Agent will be the "hard currency" that runs on top of "chains, wallets, DApps, DEXs, CEXs" in the future. What currently runs on these basic infrastructures are Tokens, and the prerequisite for the effective circulation of these Tokens is "smart contracts". AI Agent = Token = Smart Contract. If you only see it as a pretext for issuing Tokens, you are completely wrong. In the future, infrastructures like chains, wallets, DEXs, etc. will fully adapt and support the "AI Agent", and those that cannot do so will not be completely eliminated, but at least they will miss this new industry paradigm shift from protocol to terminal. 4) The threshold for the AI Agent is not low. Don't think that integrating a framework, making an RPC call to the Client, and plugging in an LLM is the whole of the AI Agent (an entry-level AI Agent is very easy). To solve the memory storage and call problems (DA) for the AI Agent, to build a decentralized asset custody solution (AI+TEE) for the AI Agent, to define a verifiable reasoning verification full-process communication standard (interoperability) for the AI Agent, to define a Solver intent execution network (Chain Abstraction) based on the premise of chain abstraction for the AI Agent, and to build a security risk control and dynamic scheduling and self-adaptive adjustment standard (Deep learning) for the AI Agent, etc. In order to make the AI Agent work, the currently criticized homogenized infrastructure needs to be refreshed and iterated at least once more. How can we ignore such incremental opportunities? 5) The Internet era is about protocol victory, while the mobile Internet era is about user experience victory at the terminal. In the past, blockchain has been constantly combining complexity around "fat protocols" and stacking business logic, while in the future, the AI Agent will revolve around the logic of "thin applications". So the narratives of enhancing LLM and multi-modal AI training infrastructure (computing power, data, reasoning, etc.), simplifying cross-chain interaction experience "chain abstraction", enhancing asset management interaction "intent transaction", and promoting infrastructure lightweighting and trusted interaction "zkVM" will gradually become the backend or more upstream narrative technologies supporting the AI Agent. 6) The AI Agent is a feasible narrative between DeFi and Metaverse. Compared to DeFi, it has a broader business logic scenario; compared to Metaverse, it has tangible application landing. Therefore, don't be anxious about the "bubble" brought by the AI Agent in the short term. Any major paradigm shift will have bubbles in the initial stage. Don't be afraid of FOMO, and you can become one of the lucky ones at the forefront of the trend. 7) In the early stage of AI Agent development, don't rush to chase single-body AI MEME. An innovative force around the underlying architecture standards, cross-chain communication protocols, transaction execution standards, user interaction paradigms, etc. of the AI Agent is quietly happening, and there will be plenty of opportunities. Don't get lost in the FOMO of chasing repetitive MEME and pure gimmick single-body AI. Lock in the expected growth of the track, and choose the value targets with continuous growth and industry-critical ecological positions, and you will be enough. Don't fall at the eve of the track dividend explosion. That's it. A friend gave the following article "the most valuable" rating, which makes me, who has always only talked about technical popularization and rarely shared "secrets", truly gratified. Because the highest level of "shill" may not necessarily be sharing a certain Ticker, but understanding the underlying logic of the industry, becoming the industry's standard bearer, letting the wind blow, and letting everyone share the industry growth dividend.