Author: Haotian
Why should we have confidence in the AI Agent track? Next, I'll share a few points of logical thinking:
1) Although similar to the Inscription track, the Fomo focus of the AI Agent is still the "asset issuance" feature, but compared to the limitations of engraving on gold, the AI Agent naturally takes "application-first" as the starting point. You may doubt whether a single $AIXBT AI can support a market cap of 500 million, but @aixbt_agent as a top KOL, its growing fan base and the "practicality" of the investment strategies referenced in its analysis have a good reputation.
For a single AI, a good product user experience is the foundation, and then there are other expected stacks on top;
2) The lightweight deployment of AI Agent's thin applications, MEME-style community issuance, IGO (GitHub) listing methods, etc. have restructured and reshuffled the old technical innovation narrative logic of telling the Roadmap story to the market and finally exiting through TGE, driven by VC capital.
The solidified DEX-->CEX tiered listing industry chain cannot solve the problem of high FDV listing and the difficulty of retail investors' profit expectations, so it is better to change the order and give retail investors the opportunity to pick up quality tokens from the source;
3) The emergence of AI Agent is not just stacking a new narrative, it can redeem the old stagnant narratives, such as the Metaverse, which was very vague and ethereal under the previous round of NFT-driven market expectations due to development costs and delivery realization, but the Metaverse in the context of AI Agent is relatively down-to-earth; Also, the problem of artificial Rug pull in the DeFi industry can be restructured through the autonomous management of private keys by AI Agent.
AI Agent combined with the old narratives has the power to transform the decaying into the miraculous, and the rise of TEE is just the beginning, waiting for "chain abstraction, zkVM, intent centric" and other hot narratives to become the focus of market attention one by one;
4) AI Agent currently has a meager $15B market cap in the web3 direction, and catching up with the DeFi Summer-level narrative, it is expected to reach a market space of around $300B-$500B, which is already a 20-50 times increase in incremental expectations. If you also include the entire $trillion web2 market expectation, you will definitely know that the current AI Agent is still in its infancy.
Don't overlook the fact that the TVL asset lock-up of the DeFi market is very different from the current MCAP value assessment of AI Agent, and if AI Agent adds the multiplier effect of the SaaS platform economy, the imagination space will be much grander than the pure TVL valuation of DeFi;
5) The two core turbochargers of AI Agent, #ai16z and #Virtual, are rapidly sucking up all the resources related to Crypto and AI. Rather than defining ai16z as a project, it is better to say it is a big business IP, which will drive the rapid evolution and transformation of other projects in the AI track, such as the many AI computing power, data, reasoning, and algorithm platforms, as well as other related fields such as DeFi, Socialfi, prediction markets, DePIN, and GameFi.
Recently, ai16z's launch of Aipool $MetaV has made the previously obscure @PhalaNetwork a typical case. Clinging to the ai16z big leg is not just a slogan, but the beginning of the catfish effect being played out in the industry under the catalysis of ai16z. Soon, DeFAI, GamfAI, SocialFAI, DePINFAI and so on will come in waves;
6) AI Agent is a natural product of the "off-chain" environment, but the "on-chain" process has already begun in full swing. The data training of LLMs large models, the Prompt interaction process are all off-chain, and even the data storage services and front-end UX interactions behind the AI Agent rely on off-chain environments like Twitter and Discord.
This means that AI Agent has a strong "on-chain" demand, which will generate the demand for building new on-chain projects based on frameworks like ElizaOS, such as the birth of $Focai; at the same time, it may also give traditional old public chains some opportunities to embrace new increments, such as @GoPlusSecurity's integration of security module plugins.
In short, the AI Agent has broken the past narrative logic of pure "on-chain" Lego stacking, and a new demand for the construction of a novel infra that supports the autonomy, immortality, and multi-modal collaboration of the AI Agent, blending on-chain and off-chain, has been put on the agenda. With such a huge incremental expectation, isn't it more likely than passively waiting for application landing?
