jakiro
Author: haotian
1. narrative
There is no doubt that AI Agent is neither a “asset” nor a “application”, but a new paradigm of large -scale blockchain ecology.
In other words, the advent of AI Agent is like a DEFI SUMMER in 2020, which will be distributed, custody, and transactions around the token of AI Agent;, Operation, aggregation, iteration, landing, etc. produce a huge new “bubble” narrative cycle of Build+Speculation.
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DEFI promoted the glory of the last round of bull market, and how much market vitality was stimulated around the stablecoin + borrowing + DEX derivatives.According to incomplete statistics, the total locking of multi -chain DEFI is 134.6 billion, the number of stable coins has exceeded 100 billion US dollars, the monthly trading volume of DEX has reached 372.3 billion US dollars, and the loan volume is also nearly 20 billion US dollars.The scale and ecological importance are in the data that has been growing amazing and continuously refreshed. This does not include wider data such as MCAP \ FDV, such as various chains and applications caused by DEFI.
In my opinion, AI Agent will create a new round of narrative miracles that may even surpass Defi narrative, 200B, 500B imagination space?Don’t always think about the new Defi Summer 2.0, please keep up with the current AI Agent Summer narrative, don’t leave behind.
Two, chaos
Based on this logic, let’s look at the “chaos” of the current AI agent market:
1) The community scolding and leading dispute between $ Goat, $ FARTCOIN, $ ACT, etc.
2) Ai Agent framework standards such as $ Virtual, $ AI16Z, etc.;
3) Derivative INFRA disputes such as $ VVAIFU, $ Griffain and other assets and other assets;
4) Single AI Agent applications such as $ AIXBT, $ AVA, $ Bully, etc.
You will find that it is still too early. Various loan platforms, derivatives, machine guns, governance tokens, etc. on Defi have at least Ethereum and other chains to provide basic execution frameworks and standards, and the AI Agent ecology is even evenThere is no exclusive INFRA condition. From the perspective of ecological plasticity, the industry narrative opportunities brought by AI Agent are much bigger than DEFI.
In other words, these chaos is not chaotic. If you are optimistic about the development of AI Agent narrative, the direction of each section has a certain market value and has assets that respond to the user base.The tens of billions of assets such as YFI, CRV, UNI, DYDX, etc. of the category reached the high market value of the FDV market value of tens of billions of assets, and you will not panic.
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Of course, confidence does not mean that you can mess up. Don’t forget that there are pseudo -value assets such as the second uncle outside the uncle, and such assets will always quietly capture your wallet with a short -term but more toxic attitude.
Third, early stage
Because it is indeed in the early days of narrative, some of the AI Meme, who knows that there are conspiracy group operations, did not persuade everyone not to participate.
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After all, no one knows how much a wealth effect of an early track can burst, and it is mainly because of some more valuable and landing framework standards may also face the possibility of being overtaken by competing products at any time.
Fourth, investment logic
In short, it is difficult to give a clear Alpha excavation logic.I only share one of my personal investment and research logic for reference:
1. AI Meme, only consider the “leading currency” with the nature of narrative origin ancestors such as $ Goat. There is no logic. It is necessary to say one. Just with Bitcoin, a consensus coin is born.The delivery is the same.
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Early MEME in the track, although the speculative attributes are mainly, the role of its educational market and cultivating user cognition cannot be ignored, just like the popularity of DOGE to cryptocurrencies.
2. AI Agent Infra is important. It is underestimated in the long run. For example, $ Eliza has an early framework with rich GitHub open source library and its application coverage.Take away traffic, but its absolute advantage is open source sharing and the first -mover advantage is barriers. There is a better probability that it has a better framework than it will also On Top of IT, which may affect its growth height, but it must not eliminate it.
When we treat Eliza as an EVM in the AI Agent era, there will be new frameworks such as EVM ++ and EVM Composition.
3. AI Agent Assets issuance, custody, and transactions, currently staying at the level of asset issuance of MEME, lock the platform value without being fascinated by the “junk assets” on the platform.
The logic is very simple. AI Agent is essentially a AI scene based on the value of the value of the Crypto incentive mechanism. Early INFRA, application, protocol framework, etc. are not yet mature. How can there be so many AIXBT -level super applications?What does the convenience of issuing coins bring?Try it?In the end, it is just a foam trap for asset distribution platforms such as Virtual and VVAIFU.
Therefore, don’t chase too much about AI Agent super applications. Unless there is absolute information poor, otherwise when you see the market value when you see it, the price / performance ratio is not high, and locking the innovative platform Infra is different.
4. There is still a large blank space for the Infra construction of AI Agent. For example, early frameworks such as Eliza only solve the problem of LLM models and AI Agent dialogue mechanisms, and applied to application scenarios such as Twitter, DiscordWhen there is a set of Eliza ++ versions that can open the Eliza framework and Web3 trading scene based on the public chain paradigm, it is worth looking forward to.
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For another example, although Virtual, VVAIFU and other AI AIGENT asset distribution platforms can quickly issue assets, they are still lacking in the direction of subsequent asset decentralized custody, AMM -based intentional transactions.When can the management method mature?Can the asset issuance platform extend a new gameplay in transactions, and have more interesting trading gameplay and incentive model?
Also, can there be some chains that build interactive standards for AI Agent and become COSMOS in the AI Agent era. Provide standard interoperability capabilities?Or some chains that build permanent Memory modular storage for AI Agent and build the necessary DA capabilities for AI Agent?There are also some AI Agent visualization tools, execution engines, modular combination packaging services, and so on.
With these technologies and market -driven support Infra, will you still keep a bunch of unspecified Meme empty anxiety?
At the end
As for the past, where is the various LAYER1, high -performance chain, cross -chain Infra, chain abstraction, DA group chain, Layer2, RESTAKING and other complete infrastructure outlets based on smart contract paradigms?In addition to the original INFRA landing application PMF delivery implementation problem, a break point is the new concept of “AI Agent narrative”.
Therefore, which chain can jump out to provide some communication protocols, DA, application development and other service capabilities for AI Agent, it is worthy of attention.Of course, there must be a chain of pure concepts, but it is better than the chain of the old -fashioned old book.
In any case, please lock the AI Agent track to welcome the arrival of this epic bull market.
