Chainfeeds Summary:
After the narrative of issuing Non-Fungible Tokens (NFTs) has gone through several waves, the market has ultimately arrived at the narrative of VC and developers successively deploying the infrastructure of BTC Layer2 to seek value application landing. AI Agent will also be like this. After experiencing a long period of asset issuance PVP and a chaotic battle over framework standards, a large number of old chains will embrace AI Agent, and some infrastructure services for AI Agent will also emerge.
Source:
https://x.com/tmel0211/status/1870339547755934067
Author:
Haotian
Viewpoint:
Haotian: Without a doubt, whether it is the track of Non-Fungible Tokens (NFTs), AI Agent, or the previous NFT track, the evolution of the narrative has been catalyzed by the FOMO emotion of asset issuance. After all, it is too early, and no one can figure out what the future use of these rapidly circulating Tokens will be. This will drive the FOMO emotion to snowball and spread, leading to a bubble of more and more meaningless Tokens being born as more people seek the secret to wealth. This is actually hard to avoid, and it is actually the engine that drives the emergence of a series of bull markets. Of course, the asset issuance narrative of AI Agent is much stronger than that of Non-Fungible Tokens (NFTs), at least it has some utility application attributes, it's just a matter of how to enrich the application scenarios such as dialogue interaction, image and text generation, and on-chain transaction, and whether a single application scenario can support the Fully Diluted Valuation (FDV) of hundreds of millions. Looking back at the emergence of ARC20, SRC20, DRC20, Runes protocols and other public chain Non-Fungible Tokens (NFTs) engraving pressure tests, isn't it very similar to the current framework and standard chaos between ELIZA, ARC, Virtual, Vvaifu, zerobro, Griffain, and Swarms? In this process, the hotspot of the track will continue to be refreshed, the same capital will keep rotating, and the community around the technology will also emerge, and there will even be some fights and scolding. In general, the manifestation of this stage of the market is the rotation of hotspots, mixed with various fraudulent projects, but fortunately the projects that can compete for attention with their technical products will generally not be bad. Of course, don't FOMO for missing a new project, FUD will definitely exist (the fate of quick flipping), and there will definitely be opportunities to get on board in the process of huge fluctuations. For AI Agent to lock in the native characteristics of Crypto, it must embrace the characteristics of transactions. How to fully integrate the automated indexing of knowledge, information processing, and optimal decision-making capabilities of AI Agent with the automated, composable calling features of on-chain smart contracts is the vision that AI Agent needs to complete to integrate with the blockchain. Moreover, the problems of memory storage and multi-modal interaction resource optimization and trusted interaction that AI Agent itself faces also need to be completed with the help of the open, transparent, and decentralized characteristics of the blockchain. Not to mention the benefits brought by the incentive characteristics of Tokenomics. Therefore, it can be said that AI Agent will definitely be chained.
Source
