Author: Haotian

Why should we have confidence in the AI Agent track? Here are a few points of thought:

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, among others, 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 industry 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; it can redeem the old narratives that have stagnated, such as the metaverse. Under the previous NFT-driven market expectations, it seemed very elusive due to development costs and delivery issues, but the metaverse in the context of AI Agents is relatively grounded. Additionally, the human rug pull issues in the DeFi industry can be restructured through AI Agents' autonomous management of private keys, etc.

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

4) Currently, AI Agents have a meager market cap of 15 billion in the web3 direction, and catching up to DeFi Summer-level narratives is expected to reach a market space of around 300B-500B. This alone already presents an incremental expectation of 20-50 times. If we also consider the entire trillion-dollar market expectation of web2, you will certainly realize that AI Agents are still in their infancy.

Do not 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 leverage the multiplier effect of the SaaS platform economy, the imaginative space will be much grander than the pure TVL valuation of DeFi;

5) The core of AI Agents, ai16z + Virtual, is 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 various platforms providing AI computing power, data, inference, algorithms, and other related fields like DeFi, Socialfi, prediction markets, DePIN, GameFi, etc.

Recently, ai16z launched Aipool $MetaV, achieving a typical case of Phala Network, which was previously obscure in the industry. Clinging to ai16z is not just a slogan; it marks the beginning of the catfish effect catalyzed by ai16z in the industry. 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 and 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 incremental possibilities, such as @GoPlusSecurity integrating security module plugins.

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

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