These days@ CZ_Sinance first emphasized that agents should focus on utility rather than token itself, and then shouted the slogan of BNB ChAin, stating that true builders will drive the second wave of AI agent craze. At this moment, @ myshell_ai, which has always touted its' practicality 'AI, launched a launch platform. How does it differ from other LPDs? What will it bring to the AI Agent race? Below, let me briefly share my views: 1) The essence of the Launchpad launch platform relies on the narrative of "asset issuance". Therefore, as early as when the Virtual platform was driving the popularity of platforms such as Clanker and Hat, I mentioned that Launchpad is a narrative in the context of a bull market. Its platform activity and tokenomics will be stimulated to the maximum due to consistent Fomo sentiment, in order to achieve a "positive flywheel" market effect. But obviously, in the current downward trend of market sentiment, Myshell's launch of launchpad will appear particularly "unconventional", and it will be difficult to achieve the effect of driving the ecosystem's parent currency through the issuance of new assets on the launch platform, or rather, it will be difficult? Why did you choose to go against the trend and create a Launchpad? 2) To answer this question, we need to find the answer from the 2025 outlook post posted by his Cofounder @ ethanmyswell at the beginning of the year. Unlike the Launchpad platform of projects such as Virtual, MyShell aims to build a "long-term oriented" launch platform that balances the interests of Creators, Consumers, and Investors. In short, Creators (Agent developers) need to have a sustainable commercial monetization method, in addition to asset issuance, user subscriptions and service procurement are the most critical; Consumers can discover the value provided by agents and meet their basic application needs; Investors provide funds to potential AI agents and contribute to platform growth, while also receiving corresponding investment value as the project grows. This means that MyShell's launch platform will help developers quickly build AI agents and other framework service components through components such as Basic Mode and Pro Config Mode provided by the ShellAgent framework. As AI agent development continues to increase, SHELL's token use cases will definitely receive corresponding improvements; However, the key difference is that MyShell does not seem to encourage AI agents to rely solely on issuing tokens for profit monetization. Instead, there must be a healthy and sustainable monetization path, such as the direct user payment income obtained from the practical performance of AI agents, which can then become a continuously growing AI agent platform and bring long-term returns to investors. In the early stages of launching on the Launchpad platform, there will definitely be some short-term speculative assets, but the MyShell platform will only screen and recommend some assets with real long-term appreciation potential based on its position of screening value growth assets for users. At least there should be "organic" commercial monetization ability as a "performance" reference to help investors have transparent investment valuation standards, avoid promoting the survival space of pure speculative assets, and allow truly valuable assets to continue to be nurtured by the platform. above. Overall, in line with CZ's call for AI utility direction, MyShell's debut on the BSC chain was marked by a 'long termist' attitude. Of course, when it comes to the Launchpad platform, more people will expect a series of popular projects such as Dragon One and Dragon Two to emerge. It is difficult to determine whether Myshell's launch platform will have similar opportunities, but it can be affirmed that they will also pursue a sustainable value growth and valuation evaluation standard to support platform assets. Investors who expect their Launchpad platform to have significant short-term speculative value can calm their minds and calm down in a timely manner. Note： If you find the article useful, please kindly support it with "one click three links". Friends who appreciate my continuous input of valuable content can follow me or visit my Twitter homepage and click on the Substack column to subscribe (currently free). More in-depth and professional investment research and analysis content, especially content that is not suitable for public sharing on Twitter, will be available there.