jakiro
Compiled by: Block unicorn
Do you still remember the L2 hype cycle between 2022 and 2023?
The best strategy at that time was accumulationLeading decentralized exchanges (DEX), top currency markets, Solidly forks, LST, earnings optimizersetc.Everyone is chasing token issuance, mining airdrops, or investing total value lockout (TVL) into L2 projects like Blast to earn points.
It was a mess at that time, but it worked (at least for a few months).Now, similar energy is back – but this time, the rules have completely changed.
Agent ecosystemEverything we think we know about the market is being reshaped, with a completely different structure than what we have seen before.
1. No VC dominance
In the L2 era, token allocation always has the same formula:
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15-30% allocated to the team.
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10-30% allocate venture capital (VC) and KOL.
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The rest is used for token issuance or incentives.
This is not the case here.In the proxy ecosystem, the token is100% owned by the community.Team launches proxy tokens, maybe retained5% for motivation, and the rest is then handled by the market.
what does that mean?
Everyone has an equal opportunity to participate in the purchase.There is no hidden worries about VC unlocking or internal selling.If you want to expose, you take the same market risks as everyone else.
So, what about KOL’s over-the-counter trading?
Some projects do offer discounted OTC transactions, but they are usually:
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Strictly limit the scale.
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Only those partners aligned with the ecosystem, such as DAO or opinion leaders who actively support the ecosystem.
This is not a model of “VC pulling up and retail investors are sold out”.It is a fairer and streamlined system that keeps power in the hands of the community.
2. No fork
At least not in Defi, fromUniswap to LiquityEverything has dozens of forks and there is little innovation.
Here, everything revolves aroundA brand new innovation.Instead of cloning existing projects, developers launch at a speed that is difficult to keep upBrand new agents and use cases.
Why?Because artificial intelligence applications are developing faster:
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No months of review is required.
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Most agents take weeks instead of months to start.
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This field is full of vitality, experimentation and creativity.
There are some exciting new things every week.along withThe development of artificial intelligence technology,Web3 Artificial Intelligence Agent NarrativeIt is also constantly developing.
3. A brand new user acquisition channel
In traditional DeFi, users must:
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Find the project’s website.
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Take the time to learn about the product.
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Possible to interact with it.
And the agent subverted the script.themPresent the product directly to the user.
by@aixbt_agentAs an example.
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It provides alpha in real time directly on CT.
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Users immediately see the value, develop curiosity, and gain insight into it.
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Eventually, they get tokens to fully unlock the product.
This channel (Participate first, then trade) is more efficient.This model will become mainstream in 2025 as on-chain transaction agents and DeFi agents gain attention.
4. A well-planned ecosystem
Unlike thousands of scattered L2 and dApps, we now haveA close-knit ecosystem,For example:
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@virtuals_io (Base)
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@ai16zdao (Solana)
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@daosdotworld (Base)
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@daosdotfun (Solana)
This is different from the past: developers are not attracted by grants or token offerings, but ratherNaturallyThe reason for joining is:
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Token Economics for Fair Launch.
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Passionate community.
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Opportunities to experiment and innovate in exciting areas.
This is when you willFair startandContinuous innovationWhat happens when combined.Developers, investors and communities work together to drive growth.
How to locate yourself in this proxy cycle
It feels likeEarly stages of L1——It just develops much faster.As early as 2020-2021, many L1 valuations reachedMore than 100 billion US dollarspeak value.The same potential exists here.
If you want to find your place in it, you can follow these agents L1:
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$VIRTUAL
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$AI16Z
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$ZEREBRO
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$GRIFFAIN
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$BULLY
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$ARC
And don’t just chase the current hot projects.To find:
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Those underrated projects, projects that are beyond the scope of the current narrative.
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Teams that deliver quickly, tell great stories and know how to build a share of users’ minds.
Welcome to the new era
Agent ecosystem is more than justNew L1, it is a completely different market structure – faster, leaner, and more community-driven than anything we’ve seen before.
We are entering a cycle that could reshape how Web3 works innovatively, and the journey to a valuation of over $100 billion is just beginning.
Welcome to join, my friend, we will have a wonderful journey!
