jakiro
Author: Haotian
Why don’t you miss this AI Agent narrative craze?Many people also think that AI Agent is just a short-term hot topic, just like “AI + DePIN, AI computing power/inference aggregation platform, and AI MEME”.But in fact, I want to say that they are just manifestations of different stages of AI + Crypto integration, and will eventually drive the arrival of the main upward wave of the bull market.Next, let me talk about my views one by one:
1) In general, the narrative logic of AI+Crypto becoming the main upward wave in this bull market will not change, because AGI big model training and future multimodal AI industry will develop in depth, and the traditional computing power, storage, data and other “resources””The demand will become increasingly large, which means that the AI industry will be very involuntary and cruel, and monopoly will be inevitable, which will inevitably cause a “spillover” of the innovation needs of some small and medium-sized enterprises.
AI will bring “incremental” fundamentals to the Crypto field, and the Crypto world can also take on this wave of overflowing resource demand.
For example, LLM training requires cheap computing power to integrate idle resources together; for example, the vertical implementation of some medical and supply chain finance related fields requires privacy, and Crypto’s ZK+ distributed governance framework will become the key underlying layer;For example, distributed inference requires a lot of scenario-based optimization algorithm matching and an incentive framework that can record the inference process. Isn’t this exactly what Crypto Tokenomics is good at?So from a general trend, AI + Crypto must be an irreversible necessity.
2) However, AI+DePIN has become popular and seems to have been out of business. Later, many AI projects such as distributed aggregation of computing power, algorithms, and reasoning that VCs have focused on investment have not caused much storm. Then, GOAT a while agoThe AI + MEME represented by others has allowed everyone to see the new vitality of the market driven by community culture. The naturally connected AI Agent coin issuance boom has allowed the market to see new hope for AI to achieve large-scale application with the help of Crypto.
At first glance, the AI narrative from DePIN to the aggregation of computing power reasoning service platform to MEME and finally to the AI Agent seems to be illogical, and it is step by step to falsifying the feasibility of AI + Crypto?
But I think that AI+DePIN is laying the foundation infra; distributed computing/inference platform is building computing power and algorithm incentive networks; AI+MEME is using secondary wealth effects to accelerate the market education and dissemination of AI applications; AI AgentIt represents the final application implementation and user access.
Based on this logic, it is not difficult to find that the AI+Crypto scenarios to be built by AI + DePIN and computing power inference aggregation network are too big and heavy. The spillover needs they are trying to undertake are themselves not fully and mature in the Internet field, and they have reached the Crypto field.In the short term, it will naturally appear useless and meaningless.
But what if the infra construction and application of coin issuance + MEME propagation are developed in the inverse order?
First, let the AI Agent, which has landing scenarios and demands, and is very lightweight, develop in the Crypto field. In the process, high-quality Agents can also be connected with the MEME community to help. When all these AI asset issuance and the potential energy of AI MEME primitives is strong enough, thenIsn’t it much more reliable to chew AI+Crypto infrastructure?
In other words, from developing the “fat protocol” to “slim application”, use lightweight and fast iterative thin applications to blow the charge, and then use MEME memes based on vertical scenes to drive the secondary market user Fomo, and finallyThe fat protocol with a grand vision for developing technology, a long timeline and difficult to implement, is it a logic Make Sense?
3) So, we focus on AI Agent narrative.AI Agent refers to an AI intelligent service that can make independent decisions and automate tasks. Its main goal is to improve human-computer collaboration efficiency through personalized scenario customization and automated processes.
Common AI Agents have been widely used in many scenarios such as code development, creative content generation, research assistance, personal financial planning, professional field consultation (such as law, medical care).
Having said that, some people will definitely think that these AI agents have not been developing on a large scale in the web2 field for a long time, and their business models such as SaaS subscription, API call billing and value-added services are also working normally. Why do you have to go to web3?Circles send coins to create bubbles?What about the promised value application?
In my opinion, it is not a conflict.AI Agent is not developing ideally in a pure web2 environment, which is the prerequisite for many Agents to come to web3 to issue coins.Moreover, Crypto’s value precipitation has to go through a bubble blowing process. DeFi, NFT, inscriptions, GameFi, MEME, etc., without exception, they all experienced the Fomo period of “asset issuance story”.
Although this bubble period that seems to be financial nihilism will make the entire industry seem “messy” in the short term, the funds and users it attracts will accumulate, injecting momentum into the subsequent development of the industry.
NFT’s digital art is nothing, but it actually caused ETH’s deflation and inscription carving art is nothing, but it allowed miners to survive the shutdown before the halving. Similarly, the AI Agent coin issuance wave is full of speculation in the short term., but it will put a wider incremental user and funds into the Crypto circle.From a longer perspective, these short-term nihilistic Fomo narratives will definitely accumulate corresponding value, and you must not miss opportunities because of prejudice.
4) Finally, I want to say that AI Agent is very important to ordinary retail investors, and is also important to some projects in various vertical fields that are under the pressure of VC coins.
From now on, we should think about how to use AI+ narrative to empower your chain: embedding modular AI preprocessing components?Building AI Agent tools suitable for community participation?Spreading MEME cultural memes with AI personality?
The addition of these AI elements will make your heavy and difficult roadmap more “young”, making the technology implementation stories that originally took a long time gradually use the lightweight method of AI Agent, and use AI MEMEThis more entertaining and easy-to-disseminate method gradually amplifies the influence.Instead of having meaningless confrontation, why not to embrace it?
Embracing the lightweight AI Agent and AI MEME community culture will become the optimal solution to reshape the past projects’ heavy asset development paths such as “technology, operations, community, market, and brand”.
There are many people who do not like to MEME value, and they work alone in their belief in applying the application. They sneer at the things that hype Fomo, so they always miss opportunities, but there are always people who like to value everything MEME value and are active inIn the PVP game of financial nihilism, he watched the technology and value fundamentals that supported the game, and ended up being eliminated happily.
Come on, let’s string AI Agent+AI MEME+AI Platform+AI DePIN into a main line, without the difference between opposing VC coins and MEME, and jointly promote the grand narrative of AI + Crypto, and work together to achieve this long-lost round ofThe main upward wave of the bull market.
