Author: Haotian

After having in-depth communication with several project parties, I found that many bosses are not aware of it at all. What does the emergence of "AI Agent" mean? Post a post to briefly explain my understanding:

1) The wind of AI Agent did start with AI MEME first, which created an illusion that many Builder believes that AI Agent is the reason for the Yin Yang Group to issue coins. Like the inscription, there will be a lot of excitement around the story of "asset issuance", and in the end it will be a mess.

You are right to worry. There is always chaos on the air, but from automated tweeting to audio and video interaction to framework standard definition to the most complex automated transaction execution , the AI ​​Agent narrative continues to evolve, which is the significance of the participation of the mainstream Builder army. Good money drives out bad money and drives the maturity of the entire track.

For retail investors, cultivating their own "technical sense" in this process can judge the pros and cons and avoid most pitfalls. Just like when the intent track became popular, there were many "centralized Bots with pre-programmed question-and-answer interactions". How could it be linked to intelligent AI? Isn't it difficult to understand? AI tells stories and kills scripts... How can such an obviously rebellious project be regarded as a mainstream AI Agent project?

2) AI Agent is just a product application presented on the front end. Behind it, there must be chain DA solution capabilities, chain interoperability capabilities, chain asset circulation and smart contracts. Scheduling capabilities, etc., you may also have to consider "chain abstraction" experience upgrades, ZK verifiable interaction and other more sophisticated technical architecture capabilities. A set of decentralized AI Agent as a Service will become necessary.

So the traditional chain infra embraces the AI ​​Agent narrative as a brand new infra upgrade to stack new market expectations. Otherwise, what the market wants is a "delivery problem" and users Growth, application ecosystem growth, first-level VCs exiting the burden, second-level currency price growth, etc. Now there is a new narrative that can turn "delivery problems" into a new "growth expectation". Isn't it worth giving it a try?

Essentially, this is the transformation of thinking from "fat protocol" to "thin application" that I have always emphasized., don’t rely on a white paper, a Roadmap, and Tokenomics that are linearly released to VCs and teams to impress retail investors. "Good products can speak", let the application be front-loaded and activated by the community. Sooner or later, the chain infra will become popular;

3) AI Agent does not combine MEME and Technology is isolated, and the market blindly clamors "VC Coindog ignores" and "MEME everything" is a direct manifestation of the casinoization of the industry. AI Agent will bring the two camps of the MEME community and the technology builder back together into one main narrative. There will be no opposition, only synergy.

It is very important whether a super MEME that can form a team community and condense community culture can be born within a hard-core technology project ecosystem. This is not PVP, but a community. Identity PVE.

In fact, MEME, as a carrier of community cohesion, will also become part of the project PMF, delivering MEME to the community, empowering technology to MEME, and then through applications and markets. The ecology of large chains ultimately relies on Tokenomics to unleash the vitality of commercialization prospects. The success of ai16z has verified the feasibility of this, and it is worthy for more chains to join and learn.