Chainfeeds Summary:
Hundreds of tokens claiming to be AI Agents appear every day. How to judge whether a project has a future? The market is blurry and chaotic every second, but there seems to be a clear pulse every now and then. TechFlow summarizes the methodology for finding AI Agent Alpha.
Source:
https://x.com/TechFlowPost/status/1868156624072069289
Author:
TechFlow
Viewpoint:
TechFlow: Differentiation in the AI Agent track: applications to the left, platforms to the right. The projects that are constantly emerging in the AI Agent track are gradually showing a sense of differentiation: Differentiation 1: Specialized AI Agent applications: solving a particular type of problem, or having a particular identity/style. Such as aixbt, terminal of truths; Differentiation 2: Not specialized AI Agent applications: but give you a shovel to build more new applications and products. Such as Virtuals Protocol, eliza, Empyreal. Essentially, this is the logic of doing platforms and ecosystems: more usable, more capable, the tokenized assets will have more endorsement reasons inside, and are also more likely to be favored by capital speculation. Attention drives, capital stirs. So, which asset performance will be stronger? Strength and weakness are not determined by the direction of the project, but by the result of the market capital game of inflow and outflow: the chips will go to the place where the "story is told longer". The projects that can tell the story more persistently will attract more attention. And attention drives heat, while capital stirs ups and downs. More specifically: look at MEME = look at its angle. Look at AI Agent = look at what it claims to do. Whose story will be told more persistently? Projects driven by pure external events/IP, if the event itself is a single point occurrence, the influence and persistence will decline, and the coin itself will bleed faster, like Ban Big Banana, Luce also has some decline. While in the AI Agent track: projects that can create their own assets internally: UGC-generated assets (Agents) is a relatively multi-point concept, the influence and persistence will come in waves. Corresponding to the assets, their own coins will have ups and downs but spiral upwards, with the mother coin market value at a high level, and several leading Agent sub-coins emerging. Projects that can continuously output content: because Agent applications are constantly chatting and dialoguing, strengthening their own personalized brands, so they will continue to attract attention. And attention means buy orders, so it goes up. However, between these two, the latter is very easy to be blocked, causing attention to focus on a few Agents, and the success rate is far lower than the platform type. Therefore, playing the AI Agent track, you generally need to have a good concept, this concept (framework/programming platform/token issuance platform...) can create more assets, and the capital seems to have higher persistence in buying this type of project.
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