Explanation of why "the macro environment has changed"? Essentially, this wave of AI Agent hype is a major reshuffle of the past Crypto stagnant system:
From infra stacking——>AI Agent application pre-positioning?
In the past, it took 1-3 years of long-term cultivation to "deliver" a public chain, complete the Roadmap, and after the TGE, it was found that the user and application ecosystem was difficult to match the expected market value, resulting in a lot of infra that was disconnected from actual market demand;
In the future, regardless of the project, first let the AI Agent application run on the chain, let the functionality, performance, and experience of the AI Agent speak to prove the technical foundation of the chain infra. Use application pre-positioning to verify market demand and avoid bringing solutions without landing applications.
From VC financing rounds——>Community MEME-driven launch?
In the past, VC capital drove the birth of top-tier projects, the information asymmetry in the primary market led to an increasingly narrow profit space in the secondary market, causing Western and Eastern capital to be unwilling to take over each other, resulting in various problems such as VC and exchange collusion, and Token listing with high FDV and continuous decline;
In the future, projects will be built in the form of open-source Public Goods, without a white paper in the short term, but with a Github open-source library, without a Roadmap, but with visible product applications, directly facing the secondary market for financing, allowing AI Agents to autonomously manage assets, and using the continuous growth of the asset pool and the increasing number of Holders to bring greater imagination space for the project, with early Builders only needing to continuously empower the project.
From airdrop farming——>Partner co-building?
In the past, project parties often offered a certain proportion of airdrops to acquire early users and traffic, and users contributed Gas and time to farm airdrops, but this led to either a "witch community" culture of grabbing and fleeing, putting pressure on the project's subsequent operations, or a group of farmers being PUA'd by the project party, with the promised returns never being realized or just running in place, with inevitable conflicts and contradictions, resulting in a lose-lose situation;
In the future, project parties will use a MEME-driven secondary market launch, design Tokenomics suitable for continuous growth (LP fees, transaction taxes, reserved share release, etc.), in this process the community users are both early investors and continuous co-builders to expand community consensus, and basically those who stick around until the end can profit, a win-win situation.
From CEX listing as the end goal——>Chain-based DEX dominance?
In the past, most projects were low in liquidity and user base at the DEX stage, and could only obtain the "ticket" to CEX through Tokenomics design, continuous community reputation and growth, and resource "collusion", under the heavy pressure some projects would just lie down after the TGE;
In the future, most projects will choose to continuously Build at the DEX stage, chain-based DEX will take over most of the market liquidity, although the on-chain prosperity will present a "chaotic era", but high-quality projects have a greater chance of "grassroots uprising" without being buried under the discourse power of the old system's CEX, and will gradually tend towards DEX as the main, with CEX only existing as a supplement to liquidity?
From entrepreneurs "not speaking human language"——>Founders "joking, getting angry and scolding"?
In the past, the market was very competitive, with many projects, so that the gap between the top and bottom projects was vast, and the founders of the top projects became aloof after success, doing public welfare, charity, and being very pious;
In the future, project parties will not be able to get along with the community, not always focus on the product line, it will be very difficult for the market and ecosystem to emerge, the new market operation rules will force the founders to be on the front line "joking, getting angry and scolding", although this will also invite questioning, but a "real" Dev image is better than the lofty "entrepreneur"? At least from the perspective of the retail investor.
Note: The above transformation and reshuffling are not absolute, nor will they happen overnight, but are more likely to evolve into a combination of multiple models, and in the initial stage there will also be a lot of problems, but nevertheless it is a glimmer of hope to break through the current stagnant system.
