With the emergence of DeepSeek, the AI track has once again sparked heated discussions. The AI Agents tokens in the crypto industry are accelerating their integration into real crypto businesses, marking a new stage in the fusion of AI and the crypto industry. Recently, HTX Ventures released the latest industry research report "DeepSeek Ignites the 'iPhone Moment' in the AI Track, Agents Tokens Accelerate Integration into Real Crypto Businesses", which analyzes in detail the deep integration of AI and the crypto world, driving the application and implementation of AI in real crypto businesses.
The Rise of DeepSeek: AI Empowerment, Driving Industry Innovation
In Q4 2024, the leading Agents projects based on Launchpad were in the midst of their asset issuance explosion, rapidly attracting capital and users. As the initial asset issuance frenzy subsided, the first-round asset issuance dividends of the Agents track had been largely exhausted. The market urgently needs new catalysts to break the deadlock.
Against this backdrop, DeepSeek's innovation has brought new hope to the industry. Its breakthrough technology allows large models to improve their reasoning capabilities through pure reinforcement learning (RL), significantly reducing costs, and making AI more likely to become a truly collaborative intelligence with humans, enhancing the intelligence level and user experience of Crypto Agents. This progress may inject new vitality into the Agents field and reshape the industry landscape.
The report points out that the launch of DeepSeek is seen as the "iPhone moment" of the AI track. Just as the iPhone drove an industry revolution in the smartphone era, DeepSeek's innovative features and application scenarios are also expected to lead the technological development of the crypto industry in the coming years.
The Unique Value and Accelerated Development of the AI Agents Track
The overall AI Agents ecosystem can be roughly divided into four core segments:
The AI Agent framework, as the core infrastructure of the intelligent agent ecosystem, its core value lies in significantly reducing the development threshold and accelerating the implementation of AI applications. Among them, the Eliza project, with its technological innovation and ecosystem design, has built a sustainable business model.
AI Launchpad is similar to the "incubator + trading platform" in the crypto field, aiming to lower the issuance threshold for AI Agent projects and help them quickly start up, raise funds, and promote.
The AI Agent MEME coin track combines the dual narrative hotspots of AI and MEME, with extremely strong viral dissemination potential, becoming an important carrier for rapid capital aggregation in the short term. Representative projects include BULLY in the Virtual ecosystem, TAOCAT in the Bittensor ecosystem, and LLM, among others.
AI Agent applications focus on the implementation and commercialization of actual scenarios, covering areas such as automated trading, asset management, market analysis, and cross-chain interaction. Representative projects include GRIFFAIN, NEUR, and BUZZ. In the future, AI Agent applications are expected to become the fastest-growing segment of the track.
The report believes that in-depth cultivation and resilience are the core competitiveness of the Agents teams. The experiences of teams like Virtual, SEKOIA, ai16z, and Swarm demonstrate this. At the same time, attention must be paid to product usability, which is a core element in driving rapid user adoption and widespread market penetration.
2025: The Value Consolidation Period of Crypto+Agent, Protocol Revenue and User Penetration are Key
The AI Agent track is transitioning from the "narrative-driven" early stage to the "data and revenue-validated value" mature stage. Whether a project has sustainable profitability, real user demand, and continuous innovation in technology are the key factors determining whether it can navigate the market cycle.
Future directions worth watching include:
Multi-Agent systems and DeFAI (Decentralized Finance + AI): These two directions demonstrate the tremendous potential of AI in complex decision-making and financial automation, with the possibility of long-term growth.
Functional updates of key frameworks: Continuous attention to the technological iterations of core AI Agent frameworks like ELIZA and ARC, as their upgrades may catalyze entirely new application scenarios and business models.
New infrastructure projects: Especially AI models, data layers, and computing infrastructure specifically designed for Crypto scenarios, which will become important cornerstones supporting the next-generation AI Agent ecosystem.
As a leading investment institution in the industry, HTX Ventures has consistently followed industry trends in its strategic layout in AI and crypto. From DeepSeek to Agents tokens, HTX Ventures has clearly seen the immense potential in the integration of AI and crypto technology, and has been actively investing and deploying in this field. In the future, as AI and crypto technology deepen their integration, the industry will face more opportunities and challenges. HTX Ventures will continue to be committed to driving technological innovation in the industry and leading the future of the crypto world.
About HTX Ventures
HTX Ventures is the global investment arm of Huobi HTX, integrating investment, incubation, and research. As an industry pioneer, HTX Ventures has over 11 years of blockchain building experience and is adept at identifying frontier technologies and emerging business models in this field. To drive growth in the blockchain ecosystem, we provide comprehensive support for projects, including financing, resources, and strategic advice.
HTX Ventures currently supports over 300 projects across multiple blockchain domains, with some high-quality projects already listed on Huobi HTX exchange. Additionally, as one of the most active FOF funds, HTX Ventures invests in 30 top-tier global funds and collaborates with leading blockchain funds such as Polychain, Dragonfly, Bankless, Gitcoin, Figment, Nomad, Animoca, and Hack VC to jointly build the blockchain ecosystem.
Welcome to join the official BlockBeats community:
Telegram Subscription Group: https://t.me/theblockbeats
Telegram Discussion Group: https://t.me/BlockBeats_App
Twitter Official Account: https://twitter.com/BlockBeatsAsia
