Introduction
Many people view AI Agents, along with concepts like "AI + DePIN, AI computing/inference aggregation platforms, and AI MEME," as fleeting trends. However, I believe these phenomena represent different stages of the fusion between AI and cryptocurrency (Crypto), a convergence that will ultimately drive the next bull market. Here, I will share my insights on this matter:
1) The Dominant Narrative Logic of AI + Crypto
Overall, the integration of AI and Crypto will become the dominant narrative of this bull market. As the training of AGI large models and the future development of multimodal AI industries progress, the demand for traditional resources such as computing power, storage, and data will continue to rise. This indicates that the AI industry will become increasingly competitive and brutal, with monopolistic tendencies becoming inevitable, leading to a spillover of innovative demands from smaller enterprises.
AI will bring new fundamentals to the Crypto space, while Crypto is well-positioned to accommodate this overflow of resource demand. For example, the training of large language models (LLMs) requires cost-effective computing power to integrate idle resources; in vertical sectors like healthcare and supply chain finance, privacy needs make Crypto's zero-knowledge (ZK) and decentralized governance frameworks essential underlying technologies. Additionally, distributed inference requires scenario-specific algorithm optimizations and incentive frameworks for recording inference processes, which are strengths of Crypto tokenomics. Therefore, from a macro perspective, the fusion of AI and Crypto is an irreversible and inevitable outcome.
2) From AI + DePIN to AI Agents
AI + DePIN was once a hot topic but seems to have cooled down. Subsequently, many large AI projects focused on distributed aggregation of computing power, algorithms, and inference—backed by venture capital (VC)—have also failed to make waves. Recently, AI + MEME projects like GOAT have demonstrated new market vitality driven by community culture, and the recent surge in AI Agent token launches has renewed hope for the large-scale application of AI through Crypto.
At first glance, the transition from DePIN to computing power aggregation platforms, then to MEME, and finally to AI Agents appears to lack logic, casting doubt on the feasibility of the AI-Crypto integration.
AI + DePIN lays the groundwork for infrastructure; distributed computing and inference platforms build networks for computing power and algorithmic incentives; AI + MEME accelerates market education and dissemination of AI applications through secondary wealth effects; while AI Agents represent the ultimate application and user engagement.
From this perspective, we can see that the AI + DePIN and computing power inference aggregation networks are attempting to construct an AI + Crypto scenario that is too vast, and the spillover demand they seek to capture has not yet reached sufficient competition and maturity in the internet space. Therefore, it may seem somewhat impractical in the short term within the Crypto realm.
If we reverse this order, allowing AI Agents with practical applications to develop in the Crypto space first, while high-quality Agents combine with the power of MEME communities, then when the momentum of AI asset issuance and AI MEME primitives becomes strong enough, we can tackle the foundational infrastructure of AI + Crypto—couldn't this be more feasible?
In other words, should we prioritize the development of "lean applications" over "fat protocols," leading the trend with lightweight, rapidly iterating applications, and then drive user enthusiasm in the secondary market through vertical scene MEME content, before finally building the ambitious, long-timeline fat protocols? Does this logic not make more sense?
3) Focusing on AI Agents
Now, let’s focus on the narrative surrounding AI Agents. AI Agents are intelligent services capable of autonomous decision-making and task execution, with the primary goal of enhancing human-machine collaboration efficiency through personalized scene customization and automated processes.
Common AI Agents are widely applied in various scenarios, including code development, creative content generation, research assistance, personal financial planning, and consultations in specialized fields such as law and healthcare.
When discussing this topic, many may wonder why, given that AI Agents have been developing in the Web2 realm for some time with successful business models such as SaaS subscriptions, API call billing, and value-added services, there is a push to issue tokens in the Web3 space and create a bubble. Shouldn't the focus be on the practical application of value?
Limitations of AI Agents in Web2
The development of AI Agents in a purely Web2 environment has not been ideal, which is precisely why many Agents are turning to Web3 and attempting to issue tokens. Moreover, the value accumulation in cryptocurrencies often goes through a bubble phase; DeFi, NFTs, inscriptions, GameFi, and MEME projects have all garnered attention during the FOMO phase of "asset issuance stories."
While this seemingly nihilistic bubble period makes the industry appear chaotic in the short term, the capital and users it attracts will eventually settle, providing momentum for subsequent industry development.
For instance, while digital art NFTs may be perceived as frivolous, they have contributed to Ethereum's deflation. Similarly, the decorative art of inscriptions, though viewed as lacking substance, has helped miners navigate the challenges before halving events. Likewise, the recent surge in AI Agent token issuance, despite its speculative and promotional nature, will bring more incremental users and funds into the Crypto space. Looking at the bigger picture, these seemingly ephemeral FOMO narratives will ultimately crystallize into corresponding value; we must not let bias cause us to miss opportunities.
The Importance of AI Agents
Finally, I want to emphasize that AI Agents are crucial not only for ordinary retail investors but also for project teams in various verticals facing pressure from venture capital (VC).
From this point forward, we need to consider how to empower our chains with AI and storytelling: Can we embed modular AI pre-processing components? Can we build AI Agent tools suitable for community participation? Or can we propagate MEME culture infused with AI personality?
Incorporating these AI elements will make previously heavy and difficult Roadmaps feel more "youthful." Through the lightweight approach of AI Agents, we can gradually realize technical narratives that would otherwise take a long time to materialize, while also expanding influence through more entertaining and shareable AI MEMEs. Rather than engaging in meaningless opposition, why not choose to embrace these changes?
Embracing AI Agents and MEME Culture
Accepting lightweight AI Agents and the AI MEME community culture will be the best solution for reshaping the developmental paths of past projects across technology, operations, community, market, and branding.
Many people dislike the idea of turning all value into MEMEs; they cling to the belief in practical application, laboring in solitude while scoffing at the hype surrounding FOMO, and consequently miss out on opportunities. On the other hand, some individuals turn everything into a MEME, engaging in the PVP games of financial nihilism while overlooking the technology and fundamental value that sustain these games, ultimately finding themselves disappointed and exiting.
Let us connect AI Agents, AI MEMEs, AI platforms, and AI DePIN into a cohesive narrative. Here, there is no opposition between technology, VC tokens, and MEMEs; instead, we should collectively promote the grand narrative of AI and Crypto, working together to achieve the long-awaited main uptrend of this bull market.
Risk Warning
While the cryptocurrency market offers significant growth potential and innovation opportunities, it also carries a high level of market risk and price volatility. The value of crypto assets can fluctuate dramatically in a short period, potentially leading to substantial financial losses for investors. Additionally, the cryptocurrency market faces multiple risk factors, including technical risks, legal and regulatory uncertainties, cybersecurity threats, and market manipulation. We strongly advise users to conduct thorough research and due diligence before making any investment decisions and to consult professional financial advisors. All investment decisions are made at the user’s own risk. Thank you for your trust and support of Venkate!
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