Author: Haotian
Explain why "the overall environment has changed"? Essentially, this wave of AI Agent-driven fervor is a major reshuffle of the past Crypto rigid system:
From infra stacking——>AI Agent application upfront?
In the past, it took 1-3 years of long-term cultivation to deliver a public chain, and after the Roadmap was completed and the TGE, it was found that the user and application ecosystem was difficult to match the expected market value, resulting in a lot of infra that was disconnected from actual market demand;
In the future, regardless of what project, first let the AI Agent application run on the chain, let the functionality, performance, and experience of the AI Agent speak for the technical foundation of the chain infra. Use application upfront to verify market demand and avoid having solutions without landing applications.
From VC financing rounds——>Community MEME-driven launch?
In the past, VC capital drove the birth of top-tier projects, the information asymmetry in the primary market led to an increasingly narrow profit space in the secondary market, leading to the inability of Western and Eastern capital to take over each other, the collusion between VCs and exchanges, the high FDV of Token listings, and the continuous decline, among other issues;
In the future, projects will be built in the form of open-source Public Goods, with no white papers in the short term, but with open-source Github libraries, no Roadmaps, but with visible product applications, directly facing the secondary market for financing, allowing AI Agents to autonomously manage assets, and using the continuous growth of the asset pool and the increasing number of Holders to bring greater imagination space for the project, with early Builders only needing to continuously empower the project.
From airdrop farming——>Partner co-building?
In the past, project parties often offered a certain proportion of airdrops to acquire early users and traffic, and users contributed Gas and time to farm airdrops, but this led to either a "witch community" culture of grabbing and fleeing, putting pressure on the project's subsequent operations, or a group of farmers being PUA'd by the project party, with the promised returns never materializing or just running in place, with inevitable conflicts and contradictions, resulting in a lose-lose situation;
In the future, project parties will use MEME-driven secondary market openings, design Tokenomics suitable for continuous growth (LP fees, transaction taxes, reserved share releases, etc.), in this process the community users are both early investors and continuous co-builders to expand community consensus, and basically those who eventually run in place and make a profit are worth it, a win-win situation.
From CEX listing terminus——>Chain-based DEX dominance?
In the past, most projects were low in liquidity and user base at the DEX stage, and could only obtain the ticket to CEX through Tokenomics design, continuous community reputation and growth, and resource "collusion", under the heavy pressure some projects would lie down after the TGE;
In the future, most projects will choose to continuously Build at the DEX stage, chain-based DEX will take over most of the market liquidity, although the prosperity of the chain will present a "chaotic era", but high-quality project parties have a greater chance of "grassroots counterattack" without being buried under the discourse power of the old system's CEX, and will gradually tend towards DEX as the main, with CEX only existing as a supplement to liquidity?
From entrepreneurs "not speaking human language"——>Founders "joking, angry and scolding"?
In the past, the market was very competitive, with many projects, so that the gap between the top and bottom projects was vast, and the founders of the top projects became aloof after success, doing public welfare, engaging in charity, and being very clean-cut;
In the future, project parties will not get along with the community, not always focus on the product line, and it will be very difficult for the market and ecosystem to emerge, the new market operating rules will force the founders to be on the front line "joking, angry and scolding", although this will also invite questioning, but a "real" Dev image is better than the lofty "entrepreneur"? At least from the perspective of the small investor.
Note: The above transformation and reshuffling are not absolute, nor will they be achieved overnight, and more likely to evolve into a combination of multiple models, in the early stage there will also be a lot of problems, but nevertheless it is a glimmer of hope to break the current rigid system.
