Author: Haotian

1) TEE will become the new underlying infrastructure in the era of AI Agents;

Just as ZK has a technical position in the layer2 narrative, TEE will become a trendsetter in the new wave of AI Agents, the core reason being that TEE can solve the problem of a trusted isolation environment in the hardware terminal environment, naturally having privacy and remote verifiability, and can become a key component in the "everyone equipped with AI Agent" context, such as Agent asset custody private key, Agent privacy data collection and application, and Agent edge computing DePIN infra construction;

2) AIXBT will become the strongest monolithic AI of Mindshare;

Compared to other vague AI Agent empowerment directions such as framework standards, chainification, DeFai, and GameFai, the narrative logic with monolithic AI as the focus of attention is the most grounded, and there are opportunities for definite growth. For example, its global growth in Twitter followers, its business scenario's convergence towards Trading, and the synergistic effects of its collaboration with other AI Agents, are all highly extensible business ideas with a high degree of certainty;

3) ai16z will be the spiritual totem of the AI Agent open-source ecosystem;

Compared to the uncertainty of the closed-source ecosystem expansion of the Virtual ecosystem, #ai16z, adhering to the combinatorial innovation driven by the open-source community, has relatively clear development certainty. However, as a series of endorsement events are exposed, ai16z's reliance on others will tend towards technical open-source sharing, while pure MEME or conceptual alignment will be difficult to enjoy the growth "Buff" of the "full suite";

4) AI Agents will welcome many "top players";

The AI Agent track feels chaotic and full of opportunities in the first stage, but overall it is a bit "makeshift". As various problems are exposed in the chaos, AI Agents are being incorporated into the strategic evolution direction of mainstream VCs, project parties, and exchanges. The entry of the "regular army" will further confuse and disrupt the initial market, but after a round of reshuffling, excellent head projects, especially those with clear business paths and continuous empowerment plans, will become the new "mainstream", while projects with a purely MEME development gene that cannot keep up with subsequent empowerment may be left behind;

5) The "chainification" trend of AI Agents will further accelerate;

AI Agents are just the starting point of the AI+Crypto narrative fermentation. MEME-style asset issuance narratives can attract attention, but how to build AI Agent framework standards, how to achieve interoperability of multi-modal AI Agents, and how to integrate AI Agents with DeFi and GamFi, etc., require a set of predictable exploration directions around the Chain, such as DA, Oracle, interoperability, Chain Abstration, zkVM, etc., which will become the necessary infrastructure for the "chainification" of the new generation of Agents, and will also reconstruct the old narrative revolution. Barring accidents, each direction may give birth to a $1B-level expected new AI Agent infrastructure project.