Author: Haotian

Why should we have confidence in the AI Agent track? Next, I will share a few points of thought logic:

1) Although, like the inscription track, the Fomo focus of AI Agents still lies in the "asset issuance" characteristic, compared to the limitations of engraving on gold, AI Agents naturally leverage "application pre-positioning." You may doubt whether a single AI, $AIXBT, can support a market value of 500 million, but @aixbt_agent, as a leading KOL, has a growing number of fans and the "practicality" of investing based on its analytical strategies is widely recognized.

For a single AI, a good user experience is the foundation, and only then can other expectations be stacked on top;

2) The lightweight deployment of AI Agents, MEME-style community issuance, and IGO (GitHub) listing methods, etc., have restructured and reshuffled the old narrative logic of technological innovation that was previously driven by VC capital, which told the market a Roadmap story and ultimately exited through TGE.

The established DEX -> CEX tiered launch industrial chain cannot solve the problem of high FDV listings and the difficulty of retail investors profiting, so let's change the order and give retail investors the opportunity to pick up quality chips from the source;

3) The emergence of AI Agents is not just a new narrative stacked on top of the old; it can redeem the stagnant old narratives. For example, the metaverse, which was very elusive under the last round of NFT-driven market expectations due to development costs and delivery issues, becomes more grounded in the context of AI Agents. Additionally, issues like the human-induced rug pull in the DeFi industry can be restructured through AI Agent's autonomous management of private keys, etc.

AI Agents have the power to transform decay into magic by combining with old narratives. The rise of TEE is just the beginning; we are waiting for hot narratives like "chain abstraction, zkVM, intent-centric" to become market focal points one by one;

4) Currently, AI Agents in the web3 direction have a meager market value of 15B. Catching up to the DeFi Summer-level narrative, the expected market space could reach around 300B-500B, which already presents a 20-50 times incremental expectation. If we also consider the entire trillion-dollar market expectation of web2, you will certainly realize that AI Agents are still in their infancy.

Don't overlook the significant difference between the TVL assets locked in the DeFi market and the current market cap valuation of AI Agents. If AI Agents incorporate the multiplier effect of the SaaS platform economy, the imaginative space is much grander than the pure TVL valuation of DeFi;

5) The core of AI Agents, the two turbocharged carriages of #ai16z and #Virtual, are rapidly siphoning all resources related to the Crypto market and AI. Rather than defining ai16z as a project, it is better described as a large commercial IP that will drive the rapid evolution and transformation of other projects in the AI track, such as many platforms providing AI computing power, data, reasoning, algorithms, and other related fields like DeFi, Socialfi, prediction markets, DePIN, GameFi, etc.

Recently, ai16z launched Aipool $MetaV, achieving a typical case with @PhalaNetwork, which has been quietly working in the industry. Clinging to the ai16z leg is not just a slogan; it marks the beginning of the catfish effect in the industry catalyzed by ai16z. Soon, DeFAI, GamfAI, SocialFAI, DePINFAI, and others will ride the wave;

6) AI Agents are inherently products of an "off-chain" environment, but the "chainification" process has already begun vigorously. The data training of LLMs, the prompt interaction process, and even the data storage services behind AI Agents, as well as the front-end UX interactions, all rely on off-chain environments like Twitter and Discord.

This means that AI Agents have a strong demand for "chainification," which will create a need for new chainification projects based on frameworks like ElizaOS, such as the birth of $Focai. It will also provide traditional public chains with opportunities to embrace new growth, such as @GoPlusSecurity integrating security module plugins.

In essence, AI Agents have broken the past narrative logic of purely "on-chain" Lego stacking towers, presenting a new infrastructure construction demand that supports the autonomy, immortality, and multimodal collaboration of AI Agents, blending on-chain and off-chain. Such a vast incremental expectation is certainly more promising than passively waiting for applications to land.

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