Author: Haotian

Why don’t you miss this AI Agent narrative craze? Many people also think that AI Agent is just a short-term hot spot like "AI + DePIN, AI computing power/reasoning aggregation platform, and AI MEME". But in fact, I want to say that they are all just manifestations of different stages of AI + Crypto integration, which will eventually work together to drive the main rise of the bull market. Next, let’s talk about my views point by point:

1) Generally speaking, the narrative logic of AI+Crypto becoming the mainstay of this bull market will not be Changes, because of AGI large model training and the in-depth development of the multi-modal AI industry in the future, the demand for traditional computing power, storage, data and other "resources" will be increasing, which means that the AI ​​industry will be very involution, cruel, and monopolistic It is inevitable that this will inevitably cause "spillover" of the innovation needs of some small and medium-sized enterprises.

AI will bring "incremental" fundamentals to the Crypto field, and the Crypto world can exactly handle this wave of overflowing resource demands.

For example, LLM training requires cheap computing power that can integrate idle resources; another example is the vertical implementation of some medical and supply chain finance-related fields. If privacy is required, Crypto's ZK+ distributed governance framework will become the key bottom layer; for another example, distributed reasoning requires a lot of scenario-optimized algorithm matching and an incentive framework that can record the reasoning process. Isn't this what Crypto Tokenomics is good at? Therefore, looking at the general trend, AI + Crypto must be irreversible.

2) However, AI+DePIN became popular and seemed to have stalled. Later, many VCs invested heavily in distributed aggregation computing power, algorithms, Big AI projects such as reasoning have failed to create much turmoil. Recently, AI + MEME represented by GOAT and others have allowed everyone to see the new vitality of the market driven by community culture, followed by the natural connection of AI The boom in Agent coin issuance has given the market new hope of realizing large-scale application of AI with the help of Crypto.

At first glance, the AI ​​narrative from DePIN to the aggregated computing inference service platform to MEME and finally to AI Agent seems to be illogical, but it is proven step by step. The feasibility of pseudo AI + Crypto?

But I believe that AI+DePIN is laying the foundation infra; the distributed computing/inference platform is building a computing power and algorithm incentive network; AI+MEME is using the secondary wealth effect to accelerate market education and AI applications. Communication; AI Agent represents the final application implementation and user reach.

Based on this logic, it is not difficult to see that AI. The AI+Crypto scenario to be built by +DePIN and the computing power inference aggregation network is too big and heavy. The spillover demand they are trying to undertake is not fully competitive and mature in the Internet field. In the short term, it will naturally appear useless and meaningless in the Crypto field. .

But what if the infra construction and application currency + MEME propagation are developed in reverse order?

First let the lightweight AI Agents that are in demand in landing scenarios develop in the Crypto field. In the process, high-quality Agents can connect with the power of the MEME community for assistance. When the potential energy of all these AI asset issuance and AI MEME primitives is sufficient After it becomes powerful, will it be much more reliable to build AI+Crypto infrastructure?

In other words, transform from the development of "fat protocols" to "thin applications", use thin applications that are lightweight and can be quickly iterated to blow the charge, and then use MEME memes based on vertical scenarios to drive secondary market users Fomo, finally develop a fat protocol that has a grand technical vision, a long timeline and is difficult to implement. Is this the logic of Make Sense?

3) So , we focus on AI Agent narrative. Agent refers to an AI intelligent service that can make decisions independently and automatically perform tasks. Its main goal is to improve the efficiency of human-machine collaboration through personalized scene customization and automated processes.

Common AI Agents have been widely used in many scenarios such as code development, creative content generation, research assistance, personal financial planning, and consulting in professional fields (such as law, medical care)

At this point, some people will definitely think that these AI Agent has been developing on a large scale in the web2 field for a long time, and its business models such as SaaS subscription, API call billing, and value-added services are all running normally. Why does it have to issue coins in the web3 circle to create bubbles? What about landing?

In my opinion, actuallyThere is no conflict. The development of AI Agent in a pure web2 environment is not ideal. This is the premise for many agents to come to web3 to issue coins. Moreover, the value accumulation of Crypto has to go through a bubble-blowing process. DeFi, NFT, Inscription, GameFi, MEME, etc. are all without exception. They have all experienced the Fomo period of "asset issuance story".

Although this seemingly bubble period of financial nihilism will make the entire industry look like a piece of cake in the short term, the funds and users it attracts will It will settle down and inject momentum into the subsequent development of the industry.

The digital art of NFT may be nihilistic, but it actually caused the deflation of ETH. The carving art of inscriptions may be nihilistic, but it allowed miners to survive the pre-halving period. Shut down, similarly, the wave of AI Agent currency issuance is full of speculation in the short term, but it will bring a wider range of incremental users and funds into the Crypto circle. Looking at it from a longer perspective, these short-term nihilistic Fomo narratives will definitely accumulate corresponding value, and opportunities must not be missed due to prejudice.

4) Finally, I would like to say that AI Agent is very important for ordinary retail investors, and for some project developers in various vertical fields who are under the pressure of VC coins. is equally important.

From now on, you should think about how to use AI + narrative to empower your own chain: embed modular AI pre-processing components? Building AI Agent tools suitable for community participation? Spreading MEME cultural memes with AI personality?

The addition of these AI elements will make your heavy and difficult-to-implement Roadmap more "younger" and make the technology implementation story that originally took a long time, Use AI Agent, a lightweight method, to gradually apply it, and use AI MEME, a more entertaining and easy-to-spread method, to gradually amplify the influence. Instead of engaging in meaningless confrontation, why not give it a hug?

Embracing lightweight AI Agent and AI MEME community culture will become a way to reshape past projects such as "technology, operations, community, market, brand" and other important The optimal solution for asset development path.

There are many people who don’t like to meme all values. They work alone with the belief of application implementation, and sneer at those things that hype Fomo, so they always Opportunities will be missed, but there are always people who like to value all MEME and are active in financial nihilistic PVP games, but theyThe technical and value fundamentals that support this game looked on with cold eyes, and ultimately ended up being eliminated happily.

Come on, let’s connect AI Agent + AI MEME + AI Platform + AI DePIN into one main line. There is no opposing technology between VC coins and MEME, together Promote the grand narrative of AI + Crypto, and work together to achieve this long-lost bull market.