AI Agents are important for ordinary retail investors and equally important for project parties in various vertical fields under the heavy pressure of VC tokens.
Why should you not miss this AI Agent narrative craze? Many people still think that AI Agents, like 'AI + DePIN, AI computing power / inference aggregation platforms, AI MEME', are just temporary hotspots. But what I want to say is that they are all just manifestations of different stages of the fusion of AI + Crypto, which will ultimately drive the arrival of the main rally in the bull market. Next, I will discuss my views point by point:
1) Overall, the narrative logic of AI + Crypto becoming the main rally in this bull market will not change, because the training of AGI large models and the future in-depth development of multimodal AI industry will increasingly demand traditional resources such as computing power, storage, and data. This means that the AI industry will be very competitive and brutal, and monopolies will be inevitable, which will inevitably lead to 'externalization' of the innovation needs of some small and medium enterprises.
AI will bring 'incremental' fundamentals to the Crypto field, and the Crypto world can precisely accommodate this wave of overflowing resource demand.
For example, LLM training needs cheap computing power to integrate idle resources together for use; furthermore, certain vertical industries such as healthcare and supply chain finance require privacy, and Crypto's ZK+ decentralized governance framework will become a key underlying component; additionally, distributed inference requires many scenario-optimized algorithm matches and an incentive framework that can record the inference process, which is exactly what Crypto Tokenomics excels at. Therefore, from a macro trend perspective, AI + Crypto is an irreversible inevitability.
2) However, AI + DePIN had a wave of popularity that seems to have fizzled out. Many large AI projects that received heavy VC investments in distributed aggregation of computing power, algorithms, inference, etc., have not caused much of a stir. Recently, AI + MEME, represented by GOAT, has shown the market new vitality driven by community culture, followed by the naturally connected AI Agent token issuance craze, which has given the market new hope for large-scale application implementation of AI through Crypto.
At first glance, the AI narrative seems illogical, moving from DePIN to aggregation of computing power inference services, then to MEME, and finally landing on AI Agents, seemingly disproving the feasibility of AI + Crypto?
But I believe that AI + DePIN is laying the foundation infra; distributed computing/inference platforms are constructing computing power and algorithm incentive networks; AI + MEME accelerates market education and dissemination of AI applications through secondary wealth effects; and AI Agents represent the final application landing and user engagement.
Based on this logic, it’s not difficult to see that the AI + DePIN and computing power inference aggregation network are too large and heavy to build the AI + Crypto scenario. The externalized demand they are trying to accommodate hasn't been sufficiently competitive and mature in the Internet field, so it will naturally appear to be pointless and meaningless in the Crypto field in the short term.
But what if we reversed the order of infra construction and application token issuance + MEME dissemination?
First, let the lightweight AI Agents with landing scenarios and demand develop in the Crypto field. During this process, high-quality Agents can connect with MEME community power for support. When the momentum of AI asset issuance and AI MEME primitives becomes strong enough, wouldn't it be more reliable to tackle the AI + Crypto infrastructure?
In other words, transitioning from developing 'fat protocols' to 'thin applications', using lightweight and quickly iterative thin applications to sound the charge, and then using MEME memes created based on vertical scenarios to drive secondary market user FOMO, and finally developing technical visions that are grand, take a long time, and are difficult to land, makes sense, right?
3) So, let's focus on the AI Agent narrative. An AI Agent refers to an AI intelligent service that can make autonomous decisions and automate task execution, with the main goal of improving human-machine collaboration efficiency through personalized scenario customization and automated processes.
Common AI Agents have been widely applied in various scenarios such as code development, creative content generation, research assistance, personal financial planning, and professional consulting (such as legal and medical fields).
At this point, someone might think, haven't these AI Agents already been scaled in the web2 field for a long time? Their business models such as SaaS subscriptions, API call billing, and value-added services are operating normally. Why do they have to issue tokens in the web3 space and create a bubble? Where's the promised value application?
In my view, this is actually not in conflict. The development of AI Agents in a purely web2 environment is not ideal, which is the premise for many Agents to come to web3 for token issuance. Moreover, the value sedimentation of Crypto must go through a process of creating a bubble; DeFi, NFT, inscriptions, GameFi, MEME, etc., are no exceptions—they all went through a FOMO phase of 'asset issuance stories'.
This seemingly nihilistic bubble phase, although it makes the entire industry look 'chaotic' in the short term, will attract capital and users that will settle down, injecting momentum for the industry’s subsequent development.
NFT's digital art may seem nihilistic, but it has effectively caused ETH deflation. Inscriptions may seem like decorative arts, but they helped miners survive the shutdown threshold before the halving. Similarly, the AI Agent token issuance craze may seem full of speculation in the short term, but it will bring broader incremental users and funds into the Crypto space. Looking from a longer perspective, these short-term nihilistic FOMO narratives will inevitably sediment corresponding value; one must not miss the opportunity due to prejudice.
4) Finally, I want to say that AI Agents are important for ordinary retail investors and equally important for project parties in various vertical fields under the heavy pressure of VC tokens.
From now on, we should think about how to empower our chains with AI+ narratives: embedding modular AI preprocessing components? Building AI Agent tools suitable for community participation? Spreading MEME cultural memes with AI personalities?
The addition of these AI elements will make your heavy and hard-to-land Roadmap more 'youthful', allowing originally long-term technology landing stories to be gradually applied through lightweight AI Agents, while gradually amplifying influence through more entertaining and easily spread AI MEME.
Embracing lightweight AI Agents and AI MEME community culture will become the optimal solution to reshape the past project's 'technology, operations, community, market, brand' and other heavy asset development paths.
Many people dislike turning all value into MEME, clinging to the faith of application landing while cultivating in solitude, scoffing at things that hype FOMO, thus often missing opportunities. Yet, some people enjoy turning everything into MEME value, active in the financial nihilism of PVP games, while coldly observing the technology and fundamental value supporting this game, ultimately ending up with empty joy and exit.
Come, let’s string together AI Agent + AI MEME + AI Platform + AI DePIN into a main narrative. There is no opposition between technology VC tokens and MEME; let’s push the grand narrative of AI + Crypto together and jointly achieve this long-awaited main rally in the bull market.

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