Author: Haotian

Many people may feel that the current narrative advancement of AI Agents is very similar to the inscription track that emerged in 2023. While not entirely equivalent for comparison, it makes a lot of sense. I believe we can at least transfer some historical experiences from the inscription track to the AI Agent track, sorting out potential development evolution logic and investment opportunities:

- The Beginning of the "Asset Issuance" Narrative Bubble

Undoubtedly, whether it is inscriptions, AI Agents, or the once-popular NFT track, the evolution of narratives has been driven by the FOMO sentiment surrounding "asset issuance." After all, it is still very early, and no one can clearly understand the future utility of these rapidly circulating tokens in the market. However, perhaps because of this, information asymmetry can create a potential "get-rich-quick effect." This will drive FOMO sentiment to snowball, leading to a "bubble" situation where more people seek the wealth code, resulting in the birth of more meaningless tokens. This is actually hard to avoid and instead serves as the engine for successive bull markets.

For example, the initial hype around the inscription track was BRC20, which, aside from being novel and fun, had the core selling point of the scarcity of "first is first," emphasizing the first-mover advantage of narrative creators. AI Agents are no exception; initially, the hype was around AI interactive dialogue AI Agents, with similar MEME attribute coins like Goat, act, and fartcoin emerging. The script is similar, with a prolonged MEME battle over the first and second positions, and it remains uncertain whether it has settled down now.

Of course, the asset issuance narrative of AI Agents is much stronger than that of inscriptions, as it at least has some utility application attributes. The question is how to enrich application scenarios such as interactive dialogue, image and text generation, and on-chain transactions, and whether a single application scenario can support a market cap of hundreds of millions.

But I want to remind you that AI Agents inherently possess application attributes, so the process of maturing the application in this track is also a process of continuously stripping away the MEME aspect. If one must choose a MEME, it should be the one that best represents the cultural attribution of AI Agents.

- The Competition for "Framework Standards"

When the MEME-driven pure financial nihilism of the "asset issuance" narrative reaches a certain stage, it will inevitably transform into a narrative of technological empowerment. This will lead to a longer cycle of competition centered around the differences in technical standards and framework agreements.

Looking back at the emergence of ARC20, SRC20, DRC20, Runes protocol, and other public chain inscription pressure test battles, doesn't it resemble the current chaotic battle among frameworks and standards like ELIZA, ARC, Virtual, Vvaifu, zerobro, Griffain, and Swarms?

During this process, the hot topics in the track will continue to refresh, and the same funds will keep rotating. Communities around technology will also emerge, and there will inevitably be some disputes and conflicts.

The existence of this so-called technological melee is mainly because, at this stage, it is difficult for technology to self-validate its superiority. Relying on metrics like the number of GitHub repo forks, stars, the professional background of initiators, and mysterious market manipulation information as references cannot counteract the significant volatility of projects. Because you don't know which piece of information is mixed with falsehoods.

However, since it is a competition of technological superiority standards, the quality of technology must occupy the "first position." In the process of sorting and analyzing new project technical frameworks, characteristics, and advantages, it is also a form of "technical screening." Although it may not be entirely accurate, it can at least help avoid being misled by some MEME coins disguised as technology. The logic is simple: the threshold for faking technology projects is not low, and the challenge lies in the aesthetic preferences of the entire developer community; one cannot rely on a flashy website to attempt to harvest.

In summary, the market representation at this stage is "hot topic rotation," mixed with various scam projects, but fortunately, projects that can attract attention by selling technological quality generally won't be bad. Of course, don't FOMO over missing a new project; FUD will definitely exist (the fate of fast-paced markets), and opportunities to enter during significant fluctuations will certainly arise. Even if you miss out, believe that there will be something better than it. At this stage, using a "bad boy" mindset in crypto is definitely not wrong.

There's no way around it; even the most perfect framework standard design starts as just an idea, no different from the ICO era relying on white papers for funding. The best logic is that the competition lies in the digestion and understanding of information. Trust that the market is still innovating and iterating, and believe that better technical frameworks will emerge.

As long as you select a project with good quality, continuous iterative progress, and cost-effectiveness in market cap, just stand by and wait for the rewards of time.

- The "Chainification" Integration Stage of AI Agents

The Build around the technical standards and frameworks of AI Agents is a prerequisite for the "chainification" of AI Agents. A key issue is that frameworks like ELIZA, ARC, and Swarms are all designed for the rapid deployment of AI Agents, building powerful AI Agents to better serve humanity. Following this logic, it becomes clear that AI Agents in the web3 space cannot remain at the level of graphic and text information interaction; is it merely for entertainment?

For AI Agents to lock in the native characteristics of Crypto, they must embrace "transaction characteristics." How to fully integrate the automated indexing of knowledge, information processing, optimized decision-making capabilities of AI Agents with the automation and composable calling features of on-chain smart contracts is the vision that AI Agents must achieve to connect with blockchain.

Moreover, the memory storage issues of AI Agents, the optimization of multimodal interaction resources, and the issues of trustworthy interaction all need to rely on the public, transparent, and decentralized characteristics of blockchain to be resolved. This does not even include the benefits brought by the incentive features of Tokenomics. Therefore, it can be asserted that AI Agents will definitely undergo "chainification."

Reflecting on the narrative of asset issuance in inscriptions after several waves, the market ultimately moved towards seeking value applications through the narratives of VC and developers laying out BTC layer 2 infrastructure.

AI Agents will follow a similar path. After experiencing a long period of asset issuance PVP and chaotic disputes over framework standards, a large number of old infrastructure chains will embrace AI Agents, and some infrastructures will emerge to provide chainification services for AI Agents. At that time, decentralized AI will truly pump and become a major track on the level of DeFi Summer.

As small investors, it is certainly alarming. Are retail investors to be cannon fodder in the bubble narrative, leaving the fruits of the industry to VCs? Not at all, because the MEME-first approach of AI Agents, building community paths, and the past logic of VCs providing phased funding to projects and then delivering expectations to the market before TGE are completely different.

VCs will definitely enter the market with great force, but they may change their approach. Perhaps the model of MEME coins leading the way, followed by the empowerment of technical applications, will become the new norm in Tokenomics.

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