Author: Haotian

Why should you not miss this AI Agent narrative boom? Many people still think that AI Agents, like "AI + DePIN, AI computing power / reasoning aggregation platforms, AI MEME," are just a fleeting trend. But what I want to say is that they are all manifestations of the different stages of the fusion of AI + Crypto, which will ultimately drive the arrival of the main bullish wave in the market. Next, I will discuss my views point by point:

1) Overall, the narrative logic of AI + Crypto becoming the main bullish wave in this round of the market will not change, because the training of AGI large models and the future in-depth development of the multimodal AI industry will increasingly demand traditional resources such as computing power, storage, and data. This means that the AI industry will be very competitive and brutal, and monopolies will be inevitable, which will inevitably lead to the "spillover" of innovation demands from some small and medium-sized enterprises.

AI will bring "incremental" fundamentals to the Crypto field, and the Crypto world can precisely accommodate this wave of spilled resource demand.

For example, LLM training requires cheap computing power to integrate idle resources for use; for instance, some vertical applications in medical and supply chain finance require privacy, and Crypto's ZK+ distributed governance framework will become a key underlying layer; furthermore, distributed reasoning requires many scenario-optimized algorithm matches and an incentive framework that can record the reasoning process, which is precisely what Crypto Tokenomics excels at. Therefore, from a macro perspective, AI + Crypto is an irreversible inevitability.

2) However, AI + DePIN had a wave of popularity that seems to have cooled down, and many large AI projects in distributed aggregation computing power, algorithms, and reasoning that received heavy investments from VCs did not create much of a stir. Then, the recent AI + MEME represented by GOAT showed everyone the new vitality of the market driven by community culture, followed by the naturally connected AI Agent token issuance boom, which gave the market new hope for large-scale application landing through AI leveraging Crypto.

At first glance, the AI narrative seems to lack logic, moving from DePIN to aggregated computing reasoning service platforms, then to MEME, and finally landing on AI Agents, seemingly disproving the feasibility of AI + Crypto?

But I believe that AI + DePIN is laying the foundational infrastructure; distributed computing/reasoning platforms are building networks of computing power and algorithm incentives; AI + MEME is accelerating market education and dissemination of AI applications through secondary wealth effects; and AI Agents represent the final application landing and user reach.

Based on this logic, it is not difficult to see that the AI + DePIN and computing reasoning aggregation networks are trying to accommodate spillover demands that are too large and heavy. The demand they are trying to accommodate has not been fully competitive and mature in the internet field, so it will naturally seem redundant and meaningless in the Crypto field in the short term.

But what if we reverse the order of developing infrastructure and application token issuance + MEME dissemination?

First, let AI Agents, which have landing scenarios and lightweight demands, develop in the Crypto field. In the process, high-quality Agents can connect with MEME community power for support. When the momentum of AI asset issuance and AI MEME primitives is strong enough, wouldn't it be more reliable to tackle the large infrastructure of AI + Crypto?

In other words, transitioning from developing "fat protocols" to "thin applications," using lightweight and rapidly iterating thin applications to sound the charge, then using MEME memes created based on vertical scenarios to drive secondary market user FOMO, and finally developing the grand technical vision that is long-term and difficult to land, such logic makes sense, right?

3) So, let's focus on the AI Agent narrative. AI Agents refer to AI intelligent services that can make autonomous decisions and automate task execution, with the main goal of improving human-machine collaboration efficiency through personalized scenario customization and automated processes.

Common AI Agents have been widely applied in various scenarios such as code development, creative content generation, research assistance, personal financial planning, and professional consulting (e.g., legal, medical).

At this point, some may wonder, haven't these AI Agents already scaled in the web2 field for a long time? Their business models, such as SaaS subscriptions, API call billing, and value-added services, are all operating normally. Why do they need to issue tokens in the web3 space to create a bubble? What happened to the promised value application landing?

In my view, there is actually no conflict. The development of AI Agents in a pure web2 environment is not ideal, which is the premise for many Agents to come to web3 for token issuance. Moreover, the value accumulation in Crypto must go through a bubble-blowing process; DeFi, NFTs, inscriptions, GameFi, MEME, and so on have all gone through the FOMO period of "asset issuance stories."

This seemingly nihilistic bubble period, while making the entire industry appear "chaotic" in the short term, will attract funds and users that will settle down, injecting momentum into the subsequent development of the industry.

NFTs may seem like digital art nihilism, but they have genuinely caused ETH deflation. Inscriptions may seem like decorative art nihilism, but they helped miners survive the shutdown before the halving. Similarly, the AI Agent token issuance wave may seem full of speculation and hype in the short term, but it will bring a broader influx of incremental users and funds into the Crypto space. Looking at it from a longer perspective, these short-term nihilistic FOMO narratives will inevitably solidify corresponding value, and we must not miss opportunities due to prejudice.

4) Finally, I want to say that AI Agents are important for ordinary retail investors and equally important for project parties in various vertical fields under the heavy pressure of VC tokens.

From now on, we should think about how to empower our chains with AI + narratives: embedding modular AI preprocessing components? Building AI Agent tools suitable for community participation? Spreading MEME cultural memes with AI personalities?

The addition of these AI elements will make your heavy and difficult-to-land Roadmap more "youthful," allowing stories that originally required a long time for technical landing to gradually apply through lightweight AI Agents, while gradually amplifying influence through more entertaining and easily disseminated AI MEMEs. Instead of engaging in meaningless opposition, why not embrace it?

Embracing lightweight AI Agents and AI MEME community culture will become the optimal solution to reshape the past project's "technology, operations, community, market, brand," and other heavy asset development paths.

Many people dislike turning all value into MEMEs, clinging to the faith of application landing while working in solitude, sneering at those things that create speculative FOMO, and thus often miss opportunities. But there are always those who like to turn everything into MEME value, actively participating in the PVP game of financial nihilism, while coldly observing the technology and fundamental value that support this game, ultimately ending up with empty joy and exit.

Let’s connect AI Agent + AI MEME + AI Platform + AI DePIN into a main narrative thread, without the opposition of technology VC tokens and MEMEs, and together push forward the grand narrative of AI + Crypto, jointly achieving this long-awaited main bullish wave in the market.

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