Author: Haotian

Everyone must have discovered that the Trump family has introduced huge OTC funds into the currency circle The "certainty" spillover effect has not yet appeared. On the contrary, its blood-sucking currency circle existing funds, and the "uncertainty" factor that stirs up the liquidity of DEX and CEX has already killed all parties. How to deal with it? Let’s talk about some observations:

1) There is no doubt that AI Agent will still be the main narrative in 2025, because the integration of AI and Crypto is not just a short-term trend. Behind the narrative craze is the redemption and reconstruction of old Crypto narratives by the new productivity of AI. Almost all old narrative projects will release young vitality through AI.

The celebrity coin issuance effect brought about by $TRUMP will be a carnival of funds on and off the market for MEME-based issuance of assets, but it is likely to be a wave of "Americans" The Crypto technology of "Buy U.S. New Coins" drives the divestment of the main narrative voice.

This may not be good for old projects that have accumulated a large amount of Holder funds in the short term. The blood-sucking stress test in the past few days is the best proof. Therefore, the most correct choice is for people in the currency circle to control the fate of the currency circle and quickly withdraw their attention to focus on the AI ​​Agent track.

2) AI Agent has almost become a river of blood in the past week. Except for a few mainstream blue-chip projects such as $AIXBT@aixbt_agent, $arc, #Griffain, etc., there are strong In addition to support, most projects in small and medium-sized market capitalization subdivisions have been severely damaged by being cut in half again and again.

In the short term, it will dampen the market's enthusiasm for participating in AI Agent narratives, and will also affect segmentation such as framework standards, DeFai, MetAiverse, GameFai, chaining, and DePinfai The enthusiasm to explore the direction.

But it is actually a good thing, because AI Agent has almost reproduced the original old narrative, and even many old narrative projects have become new ones by changing their vests. The focus of the topic will obviously lead to short-term chaos in the market, and it will not be able to truly demonstrate the innovation-driven value of AI Agent.

The Trump family issued an MEME seems to have cooled down due to the impact of dimensionality reduction, but projects that can continue to empower and implement after this disaster, and ultimately survive, will also usher in a second spring after the market recovery of AI Agent.

It seems to be an indiscriminate and destructive blood-sucking attack, but it is actually a necessary action to shuffle the cards and capture the value again.

Don't always ask what you are copying? Follow the segmentation logic of my previous article and compare and select some projects that fit your own investment logic. The projects will change a lot, but the narrative logic is absolutely correct.

3) The blood-sucking attacks of the Trump family directly exposed the problem of easy manipulation of the liquidity of the currency circle:

1. There is a natural gap in liquidity between on-chain DEX and off-chain CEX. CEX’s withdrawal of currency will put all on-chain assets under a dangerous wall;

2. The ecology on the chain lacks sufficient diversified stablecoins, financial management and other liquidity reservoirs. This leads to the emergence of phenomenal opportunities on the chain, which will inevitably lead to Fomo-style selling pressure on other currencies on the chain. This kind of The chain-reaction selling pressure not only disrupts the market pricing mechanism, but also brings huge challenges to projects committed to building long-term value and cultivating loyal Holders;

3. Even in the on-chain ecology, there is also the EVM ecology and Solana The liquidity of the ecosystem is fragmented. How to use assets on the Solana chain to buy coins in the Base ecosystem, and how to quickly aggregate liquidity on the entire chain to capture opportunities across the entire chain, has become a market imperative. This is a new paradigm for the entire chain advocated by @UseUniversalX. The on-chain trading center is a "product-driven" benefit. (If you think the concept of "chain abstraction" is too abstract, try the product with a bunch of problems accumulated by surfing on the chain

You will understand.

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Above.

Generally speaking, in the general direction, it is true that the Trump family can bring a huge number of users and funds into the circle, but there is too much water in the pond and there are too many fish. Can they benefit every old person? There is great "uncertainty" in the short term in Holder's hands.

Under this premise, it is still recommended to focus on the "AI Agent" narrative that has attracted much attention in the currency circle as the main line. Choose.Forget, people outside the market not only understand the importance of President Coin, but also understand #AI better than DeFi, NFT, Yuanverse, etc.