Author: Haotian
Currently, the on-chain AI Agent track and the secondary mainstream market are experiencing a "yin and yang" situation. It is clear that Smart Money is deploying on-chain and looking for opportunities. I would like to share some personal investment insights:
1) For the framework and standard series, the "quality" of the code structure on Github can basically explain everything, and the high technical threshold will be the first hurdle.
2) For the single AI series, the upper and lower limits of the application of AI Agents are very high, and you must actually experience it before making a decision.
3) For the Launchpad series, the driving force of Tokenomics is a double-edged sword. The speed of building high-rise buildings is fast, and the collapse is also fast. This is absolutely not the manifestation of the core competitiveness of the platform. If it is, it should be cautiously viewed from a short-term perspective.
4) Don't get caught up in the personal style of @shawmakesmagic. The early founders' laughter, anger and scolding, and playing with the community are important. Clinging to the coattails of #ai16z is the hidden line of the main upward trend of the Ai Agent Summer.
5) The dual dominance of Base and Solana is a fact, but the control is gradually being taken over by Solana. However, this precisely requires focusing the investment and research efforts on Base, because slow and steady wins the race, and it is not too late to intervene in the chaotic era market after the consensus is reached.
6) Who will dominate between ai16z and Virtual, I have expressed in my pinned article. The greatest charm of Crypto is the power of the open-source developer community behind it.
7) The TEE+ concept did not arise by chance. TEE will be a key component for the long-term development of AI Agents, no less than ZK for Rollup.
8) AI Agents are increasingly like DeFi Summer, an unstoppable trend. Many people are singing the decline of Agent as useless, but there were also such voices when the DeFi rise in the early days.
9) The AI Agent track has given us technical bloggers a place to show our skills. The Summer of technical bloggers has arrived, please cherish those bloggers who talk about technology and reason every day, and do not directly .
10) For newcomers, following the principle of getting on the car first and then learning and researching is not wrong, but it is recommended to get on the head consensus strong large targets first. The tuition fee for getting on the small targets may directly discourage you.
