The coins on-chain and those on exchanges are like ice and fire.

A large number of tokens on-chain, mainly driven by AI Agents, have been continuously rising recently. ai16z has increased fivefold this month, reaching a market capitalization of 1.9 billion. There are also many mid-cap tokens that have increased 5 to 10 times.

Moreover, this is a healthy rise, not a FOMO-style surge that multiplies in a day. This indicates that funds are slowly entering the market.

It is evident that a significant amount of capital that has not focused on the on-chain space has yet to enter in large quantities. Perhaps their investment logic involves waiting for BTC to stabilize.

I feel that the endpoint of this on-chain market trend is: Binance listing the leading AI agent, which will then drive funds to FOMO buy in. Of course, this is just a temporary endpoint.

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