Why am I confident that AI Agent will bring 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 Token, but because at a certain bottleneck point of the macro, technology, market, community, and ecology, a spontaneous chemical reaction has occurred, giving rise to a trend-setting force that breaks through the predicament. Why?
In conjunction with the previous article, I will further refine and simplify some viewpoints to share with my friends:
The new narrative of AI Agent is not accidental
1) The new narrative of AI Agent is not accidental, it has a series of AI Narrative full package behind it, such as AI MEME, AI DePIN, AI Platform, AI Rollup, etc. It's just that the basic infra like AI DePIN has a longer delivery and landing cycle, while AI Agent is easier to land and has stronger community participation, so it has erupted faster. The entire AI full package is a treasure for Crypto.
AI MEME is not isolated
2) Of course, AI MEME is important, but don't isolate it as a Super Cycle narrative, because pure financial nihilism can't 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 also the mainstay of the 'wealth effect' culture export in the crypto circle. Both de-MEMEization and MEME-ism are wrong.
AI Agent will be the 'hard currency' on the future chain
3) AI Agent will be the 'hard currency' running on top of 'Chain, Wallet, DApp, DEX, CEX' in the future. What's running on these basic infra now are Tokens, and the premise supporting the effective circulation of these Tokens is 'Smart Contract'. AI Agent = Token = Smart Contract, if you only see it as a pretext for issuing Tokens, you are completely wrong.
In the future, infra like Chain, Wallet, DEX will fully adapt and support 'AI Agent'. Infra that can't do this won't be completely eliminated, but at least they will miss this new 'from protocol to terminal' industry normalization upgrade.
The threshold of AI Agent is not low
4) The threshold of AI Agent is not low. Don't think that integrating a framework, calling RPC Client, and plugging in LLM with some feature adjustments is the whole of an AI Agent (an entry-level AI Agent is very easy). To make AI Agent work, you need to solve problems like memory storage and calling (DA), build a decentralized asset custody solution (AI+TEE), define a verifiable reasoning verification end-to-end communication standard (interoperability), define a Solver intent execution network based on chain abstraction (Chain Abstraction), build a security risk control and dynamic scheduling and self-adaptive adjustment standard (Deep learning), etc.
In order to make AI Agent work, the currently criticized homogenized infra needs to be reorganized and iterated at least once more. How can you ignore such incremental opportunities?
AI Agent will revolve around 'thin applications'
5) The Internet era is protocol-winning, and the mobile Internet era is user experience-winning. In the past, Blockchain has been constantly stacking complexity by revolving around 'fat protocols' and piling up business logic. In the future, AI Agent will revolve around the logic of 'thin applications'.
Therefore, narratives such as enhancing LLM and multi-modal AI training infra (computing power, data, reasoning, etc.), simplifying cross-chain interaction experience 'Chain Abstraction', enhancing asset management interaction 'Intent Transaction', and promoting infra lightweight and trusted interaction 'zkVM' will gradually become the backend or even more upstream narrative technologies supporting AI Agent.
Don't worry about the short-term bubble of AI Agent
6) AI Agent is a feasible narrative between DeFi and Metaverse, with broader business logic scenarios than DeFi and more tangible application landing than Metaverse. Therefore, don't worry about the 'bubble' brought by AI Agent in the short term. Any major normalization transformation 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.
Don't rush to chase AI MEME
7) In the early stage of AI Agent development, don't rush to chase single-body AI MEME. An innovation force around the bottom-layer architecture norms, cross-chain communication protocols, transaction execution standards, and user interaction normalization of AI Agent is quietly happening. There will be plenty of opportunities.
Don't get lost in the FOMO emotion of chasing repetitive MEME and pure gimmick single-body AI. Just focus on the expected growth of the track, and choose the value targets with continuous growth and industry-critical ecological positions, don't fall on the eve of the track dividend explosion.
That's all.
A friend gave me the following article a "most valuable" rating, which made me feel truly gratified, as the highest level of "calling out" may not necessarily be sharing a certain Ticker, but rather understanding the underlying logic of the industry's operation, becoming the industry's standard bearer, letting the wind blow, and letting everyone enjoy the industry's growth dividend.
