Newcomers following the principle of getting on board first and then learning and researching is not wrong, but it is recommended to first invest in major projects with strong consensus.

Written by: Haotian

Currently, the on-chain AI Agent track and the secondary mainstream market are experiencing a "tale of two cities." It is evident that Smart Money is looking for opportunities on-chain. Here are some personal investment insights:

1) Framework and standard series: The "appearance" of the code structure on Github can basically explain everything. The high technical threshold will serve as the first barrier.

2) Individual AI series: The application ceiling and floor of AI Agents are both very high. You must have practical experience before making a decision.

3) Launchpad series: The driving force of Tokenomics is a double-edged sword. While the speed of building high towers is fast, their collapse is also quick. This is definitely not a manifestation of the platform's core competitiveness; if it is, be cautious from a short-term perspective.

4) Don't get tangled up in @shawmakesmagic's personal opinions. The early founder's playful banter and engaging with the community are very important. Clinging to the thigh of #ai16z is the main rising tide of this round of AI Agent Summer.

5) The rivalry between Base and Solana is a fact, but the dominance is gradually being controlled by Solana. However, this precisely requires focusing research efforts on Base, as slow work produces fine products. Waiting for the chaotic market to reach a consensus before intervening is not too late.

6) Who will dominate between ai16z and Virtual? I have expressed this in my pinned article. The greatest charm of Crypto lies in the power of the open-source developer community behind it.

7) The TEE+ concept did not arise by chance; TEE will be a key component for the long-term development of AI Agents, comparable to ZK for Rollup.

8) AI Agents are increasingly resembling DeFi Summer, which is an unstoppable trend. Many people singing the praises of the uselessness of Agents can only be compared to the voices heard during the early rise of DeFi.

9) The AI Agent track has once again provided a platform for technical bloggers. The Summer of technical bloggers has arrived; please cherish those who discuss technology and principles daily without directly calling out trades.

10) Newcomers following the principle of getting on board first and then learning and researching is not wrong, but it is recommended to first invest in major projects with strong consensus. Paying tuition on smaller projects may very well discourage you directly.

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