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Haotian | CryptoInsight|Feb 05, 2025 06:18
Good luck starting! By the way, let me mention some unbelievable points in the market recently, as well as some opinions on future trends:
1) The emergence of TRUMP coin has indeed brought a lot of "increment" to the cryptocurrency circle, with many new users entering through channels such as Xiaohongshu. However, the wealth creation effect of US President MEME coin has not had enough time to digest and absorb. Even if some incremental users and funds arrive, they may not be able to convert into on chain "new" users before their dreams in the cryptocurrency circle are shattered and they are mercilessly discouraged.
However, the TRUMP team, like a magic mirror, has shattered the balanced ecosystem of "technology, narrative, build, coin issuance, and empowerment" in the cryptocurrency industry for many years, revealing the core of excessive gambling in the industry.
But as a bottom card for gambling, CEX may already be powerless to turn things around, as selfish individuals such as VCs and exchanges who hold onto key ecological niches will become the biggest obstacle to individual investors' profits. However, DEX naturally does not have these obstacles. When TRUMP's destructive liquidity draw ends, a brand new on chain thriving market will also be launched again.
Focus on the chain is the main theme of 2025, even unrelated to bull and bear.
2) DeepSeek's failure in the cost pricing of AI big model calculation clearly benefits the AI Agent race track in terms of technical background, but its suppression of the foam of Nvidia, an American stock, has caused a "wrong kill" of web3 AI Agent assets.
But in essence, this is the "rational" regression of the AI Agent asset issuance narrative foam, and the market has revealed a truth with the continuous decline of prices. Now, although AI Agent has gone through a round of narrative evolution from framework standards, monomer AI, chaining, DeFai, MetAirwayse, and so on, the "fragile" problems such as immature project technology, the leading role of the conspiracy group, and the lack of value support for the asset valuation system have all been exposed.
The current AI agents are still on the eve of Summer's arrival and require a thorough reshuffle to restructure everything.
But fortunately, with extinction comes rebirth through nirvana.
3) The market suddenly saw a bear surge amidst an absolute bull market sentiment, with a crypto friendly government, a burst of on chain spring stars, and a plethora of products, protocols, and MEMEs in the market. Looking at the fundamentals, it seems like the prosperous era of the cryptocurrency industry is approaching, but unexpectedly it's going to bear? Although the tone cannot be set yet, it will take some time to repair the damaged emotions and asset losses.
The core logic is that there are too many asset targets in the Crypto market, and the market lacks sufficient incremental users and funds. Relying on attention to Fomo sentiment cannot drive the general rise of existing old assets. In other words, everyone has the desire for PVE to accompany the growth of the industry, but unfortunately, in order to survive, they can only engage in endless PVP.
If the industry will eventually suffer a wave of calamity under the nature of excessive gambling, then the new narrative of AI agents is Nezha, who breaks through all of this with the phrase 'I am destined by me, not by heaven'.
AI agents can bring new vitality to old narratives, bring new vitality to DEX on the chain, and bring about a new PMF involution cycle centered on products and applications Even in the short term, the AI agent has given me nothing, but it has not affected my infinite longing for it.
Because it can accelerate the integration of AI and the crypto world, making everything better.
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