Why am I confident that AI Agents will bring about industry growth on the scale of a DeFi Summer? Please believe that this judgment has nothing to do with the conspiracy groups behind pure on-chain PVP or the narrative of pure VC coins; it is simply because at a certain critical point, macro, technology, market, community, and ecology have triggered a chemical reaction, giving rise to a trend-setting force that breaks through the encirclement. Why?

In conjunction with the previous article, I will further refine and simplify several points to share with friends:

1) AI Agents are not a new narrative born by chance; they are backed by a comprehensive AI Narrative family bucket including AI MEME, AI DePIN, AI Platform, AI Rollup, etc. The reason AI Agents have emerged more quickly is that foundational infrastructures like AI DePIN have longer delivery cycles, while AI Agents are easier to implement and have stronger community participation, thus exploding onto the scene faster. The entire AI family bucket is a treasure for Crypto.

2) AI MEME is certainly important, but do not isolate it as a Super Cycle narrative, because pure financial nihilism cannot support a multi-trillion-dollar Crypto industry. MEME is merely a narrative catalyst, a viral marketing method, a low-threshold onboarding channel for users, and a key player in the "wealth effect" cultural output of the crypto space. Both the de-MEME-ification of the industry and the sole focus on MEME-ism are incorrect.

3) AI Agents will be the "hard currency" running on top of "chains, wallets, DApps, DEXs, CEXs" in the future. Currently, what runs on these foundational infrastructures are Tokens, and the effective circulation of these Tokens relies on "smart contracts." AI Agent = Token = Smart Contract. If you only see it as a reason to issue Tokens, you are gravely mistaken. In the future, infrastructures like chains, wallets, and DEXs will fully adapt to and support "AI Agents." Those infrastructures that cannot do so will not be completely eliminated, but they will at least miss out on this new industry paradigm upgrade from "protocol to endpoint."

4) The threshold for AI Agents is not low. Don't think that integrating a framework, making RPC calls to a Client, plugging in an LLM, and fine-tuning some features is all there is to AI Agents (a beginner-level AI Agent is quite easy to create).

However, solving issues like Memory storage calls for AI Agents (DA), building a decentralized asset custody solution for AI Agents (AI + TEE), defining a verifiable reasoning validation communication standard for AI Agents (interoperability), defining a Solver intent execution network based on chain abstraction for AI Agents (Chain Abstraction), and constructing a set of security risk control, dynamic scheduling, and adaptive adjustment standards for AI Agents (Deep learning), etc.

To successfully implement AI Agents, the currently criticized overly homogeneous infrastructures need at least one more iteration. How can we ignore such incremental opportunities?

5) In the internet era, success comes from protocols, while in the mobile internet era, success comes from user experience at the endpoint. In the past, blockchain focused on endlessly combining complexity around "fat protocols" and stacking business logic; in the future, AI Agents will unfold around the logic of "thin applications." Therefore, enhancing AI infrastructure for LLM and multimodal AI training (computing power, data, reasoning, etc.) + simplifying inter-chain interaction experiences through "chain abstraction" + enhancing asset management interactions through "intent trading" + promoting lightweight and trustworthy interactions in infrastructure through "zkVM," etc., will gradually become the backend or upstream narrative technologies supporting AI Agents.

6) AI Agents represent a feasible narrative situated between DeFi and the Metaverse. Compared to DeFi, they have a broader business logic scenario, and compared to the Metaverse, they have tangible applications. Therefore, there is no need to worry about the "bubble" brought by AI Agents in the short term; any major paradigm shift will have bubbles in its early stages. Not fearing FOMO will allow you to be among the lucky ones at the forefront of trends.

7) In the early stages of AI Agent development, do not rush to chase individual AI live MEMEs. An innovative force is quietly emerging around the underlying architecture standards for AI Agents, cross-chain communication protocols, transaction execution standards, user interaction paradigms, etc., and many opportunities will be born. Do not get lost in the FOMO emotions of chasing repetitive MEMEs and pure gimmick individual AIs. Lock in on growth expectations in the right track and choose value targets with sustained growth and key ecological positions in the industry; do not fall before the dawn of the track's dividend explosion.

The above. A friend gave the following article the evaluation of "most valuable," which truly comforts me, as I usually only talk about technical popularization and rarely share "secrets." The highest form of "calling" is not necessarily sharing a specific ticker but understanding the underlying operational logic of the industry, becoming a flag bearer for the industry, letting the wind blow, and allowing everyone to share in the PVE industry's growth dividends.

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