Author: Haotian

Why must we have confidence in the AI ​​Agent track? Next, let me talk about some thinking logic:

1) Although like the Inscription Track, the focus of AI Agent's Fomo is still the "asset issuance" feature, but Compared with the limitations of carving on gold, AI Agent naturally focuses on "application front-end". You can doubt whether $AIXBT a single AI can support a market value of 500 million, but @aixbt_agent is the head KOL is well-known for its growing number of fans and the "practicality" of investing based on its analytical strategies.

For single AI, good product user experience is the foundation, and then there are other expected stacks on top;

2) AI Agent's thin application-style lightweight deployment, MEME-based community issuance, IGO (GitHub) listing methods, etc., have restructured and shuffled the market-oriented approach that was driven by VC capital in the past. Telling Roadmap stories relies on TGE in the end Exit the narrative logic of old technology innovation.

Give retail investors the opportunity to pick up high-quality chips from the source;

3) The emergence of AI Agent is not a layer of new narratives, it can redeem the old narratives that were stagnant in the past. , for example, the metaverse, in the last round NFT-driven market expectations are very illusory due to issues such as development costs and delivery implementation, but the metaverse in the context of AI Agent is relatively down-to-earth; in addition, people in the DeFi industry have artificial rug pull problems, and can rely on AI Agent to autonomously manage private Key implementation reconstruction and so on.

AI Agent combined with old narratives has the power to turn decay into magic. TEE's popularity is just the beginning, waiting for "chain abstraction, zkVM, intent centric", etc. Hot narratives have become the focus of market topics one by one;

4) AI Agent currently only has a pitiful market value of 15B in the web3 direction, catching up with DeFi SummeR-level narrative is expected to reach a market space of about 300B-500B. This alone already has 20-50 times incremental expectations. If the entire web market expectation of US$2 trillion is also included, you will definitely know , the current AI Agent is still in its infancy.

Don’t ignore it, the TVL asset lock-up in the DeFi market is very different from the current MCAP value assessment of AI Agent. If AI Agent is added to the SaaS platform The economic multiplier effect has a greater imagination than the pure TVL valuation of DeFi;

5) AI Agent The core #ai16z+#Virtual two major turbocharged carriages are rapidly siphoning all resources related to the Crypto market and AI. Rather than being defined as a project, ai16z is a large commercial IP that will drive the rapid evolution and transformation of other projects in the entire AI track, such as many AI platforms that provide AI computing power, data, reasoning, algorithms, etc., as well as other DeFi , Socialfi, prediction market, DePIN, GameFi and other related fields.

Recently, ai16z launched Aipool$MetaV and became @PhalaNetwork, which is unknown in the industry. This is a typical case. Holding onto ai16z’s thighs is not just a slogan, but the beginning of the catfish effect in the industry, catalyzed by ai16z. Soon, DeFAI, GamfAI, SocialFAI, DePINFAI, etc. will come;

6) AI Agent is a product of the natural "off-chain" environment, but " The process of "chainization" has begun vigorously. The data training and prompt interaction processes of LLMs' large models are all off-chain. Even the data storage service and front-end UX interaction behind the AI ​​Agent rely on off-chain environments such as Twitter and Discord.

This means that AI Agent has a strong need for "chaining", which will lead to the need to build new chaining projects based on frameworks such as ElizaOS, such as: The birth of $Focai will also give traditional public chains the possibility to embrace new incremental opportunities, such as the integration of security module plug-ins by @GoPlusSecurity.

On one point, AI Agent breaks the narrative logic of building Lego stacked buildings purely "on the chain" in the past. A new one that combines on-chain + off-chain supports AI Agent's autonomy, immortality, and multi-modal collaboration. The demand for new infra construction is on the agenda. Isn't such a huge incremental expectation more likely than waiting for the application to be implemented as a passive variable?