Haotian | CryptoInsight
Haotian | CryptoInsight|Feb 15, 2025 04:48
In fact, since TRUMP, the meaning of celebrity coins has completely "deteriorated", just need to clarify two facts: 1) The expectation of celebrities outside the crypto market issuing coins with incremental funds and user expectations is problematic: the reason why Trump's coin issuance is eye-catching is mainly due to the market's optimism about the future series of crypto policies of Trump's crypto friendly government, in addition to the PVP atmosphere within the circle. However, it has been proven that the issuance of MEME coins and the implementation of encryption policies are two different things. The president cannot be responsible for the price of the coins, let alone endorse the credibility of the coins in the real world. TRUMP can only be seen as a super MEME with a unique "perspective", while other small country presidents and celebrities only treat the cryptocurrency circle as an "ATM". At least for now, all the "singing bulls" who expect celebrities to have a significant impact on the cryptocurrency market are just wishful thinking and can only consider themselves unlucky if they are left behind; 2) The PVP opportunities of Crypto are gradually showing a state of "entropy reduction", and Crypto must return to the main storyline of PVE technology narrative: MEME coin is a community oriented cultural attribution coin, and compared to the wealth distribution imbalance problem of VC coin, MEME coin has become the focus of attention in this bull market. But a crypto world with only MEME coins is destined to be void, and the market needs to use MEME as a variable to rediscover the technological narrative that Crypto relies on. In 21 years, DeFi Summer has sounded the horn of decentralized finance, and opened up financial application scenarios of crypto assets for lending, mining, Yield machine gun pool, pledge, and re pledge. Although foam is also very serious, it has been proved effective in terms of business models such as institutional adoption and negotiated cash flow, and the feasibility of RWA breaking, at least in terms of pure financial scenarios. In 25-26 years, the AI+Crypto narrative boom with AI Agent Summer as the main line is still the appearance of a pure "asset issuance" foam, but the requirements behind AI Agent for "in-depth application scenario landing, product user experience, real value of technical concepts" and other aspects also coexist. For example, AI agents can make autonomous decisions on trading, collaborate on investment portfolio management with multiple agents, match upstream data and computing power markets with agents, play NPC games with agents, replace agents with intelligent humans, and so on. Setting aside short-term hype, the future of AI+Crypto is the main theme of an industry driven by AI Agent applications that can truly achieve the transition from nothingness to substance. It truly realizes the complete cycle from segmented application scenarios, technical concept verification, and ultimately commercial implementation. Compared to pure game based PVP battles, ordinary people can only find opportunities by locking onto the evolutionary mainline of this PVE.
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