Author: haotian

It's a good start! By the way, let’s talk about the recent incredible points and several future trends:

1) The emergence of $TRUMP coins has indeed brought it to the currency circle. There are many "incremental" users who enter the market through channels such as Xiaohongshu, but the wealth-making effect of the US President MEME currency does not have enough time to digest and undertake. Even if some incremental users and funds come, they may have been ruthlessly persuaded to withdraw from the cryptocurrency circle before they can be converted into "new" users on the chain.

However, the TRUMP team, like a demon mirror, defeated the "technology, narrative, build, issuance, and empowerment" ecosystem that has been balanced for many years in the currency circle. , let everyone see the core of the currency circle that is too Gambling.

But it is also Gambling's trump card, CEX may be powerless to make things happen. After all, VCs, exchanges and other egoists who stick to key ecological niches will become retail investors The biggest obstacle to profitability, but DEX naturally does not have these obstacles. When a destructive liquidity blood draw ends, a brand new on-chain boom market will start again.

Focus on The chain is the main theme of 2025, and it doesn’t even matter with bull and bear.

2) DeepSeek's breakthrough in the pricing of AI big model computing power cost is obviously a great benefit to the AI ​​Agent track, but it has no choice but to Nvidia, the US stock market The bubble suppression caused a "wrong kill" of web3 AI Agent assets.

But essentially, this is the "rationality" of the AI ​​Agent asset issuance narrative bubble, and the market uses the continuous price decline to reveal the truth. Now AI Agent Although the narrative evolution from framework standards, single AI, chainization, DeFai, MetAiverse and other narrative evolution has gone through a round, the project technology is immature, the cabal plays the lead role, and the asset valuation system has no value support, etc., are all "frail" problems. Concentrated exposure.

The current AI Agent is still on the eve of Summer's arrival, and it needs a complete reshuffle and reconstruct everything.

But fortunately, there will be Nirvana and rebirth.

3) The market suddenly rose in an absolute bull market sentiment, a crypto-friendly + a burst of spring and sparks on the chain + market There are a variety of products, protocols and MEMEs. Looking at the fundamentals, it looks like the prosperous era of the currency circle is approaching, but unexpectedly, it is gone? Although the tone cannot be set yet, it will take some time for the damaged emotions and asset losses to be repaired.

The core logic is just one: the Crypto market has too many asset targets, and the market lacks enough incremental users and funds. Focusing on Fomo emotions, it is impossible to drive the stock of old people. The general rise in old assets. In other words, everyone has the heart to accompany the industry's growth, but they can only end up with PVP in order to survive.

If the industry will eventually suffer a wave of heavenly disaster under the true nature of excessive Gambling, then the new AI Agent narrative is "My life is my own, not the sky" breaks the deadlock. Nezha everything.

AI Agent can bring new vitality to old narratives, let the on-chain DEX bloom new vitality, and can bring new PMFs based on products + applications. Volume cycle… Even though in the short term, the AI ​​Agent gave me a waste, it did not affect my infinite longing for it at all.

Because it can accelerate the connection between the AI ​​and the Crypto world and make everything better.