#AI幣 The big trend is undeniable. AI Agents are neither an 'asset' nor an 'application', but a new paradigm of large-scale blockchain ecological 'narrative'.

The arrival of AI Agents is like the DeFi Summer that the blockchain experienced in 2020, which will revolve around the issuance, custody, and trading of AI Agent Tokens; infrastructure construction, frameworks, standards, communication, stacking, SaaS packaging; application development, operations, aggregation, iteration, landing, and so on will generate a massive Build + Speculation new 'bubble' narrative cycle. DeFi drove the brilliance of the last bull market and stimulated market vitality around stablecoins + lending + DeX derivatives. According to incomplete statistics, the total locked value of multi-chain DeFi is 134.6 billion, the circulation of stablecoins exceeds 100 billion USD, DEX monthly trading volume reaches 372.3 billion USD, and lending volume is nearly 20 billion USD, etc. The market size and ecological importance of the entire DeFi industry are reflected in these already astonishing and still refreshing data, not to mention the various chains, applications, and broader data like MCAP/FDV generated by DeFi. In my opinion, AI Agents will also create a new round of narrative miracles that may even surpass the DeFi narrative, with an imaginative space of 200B, 500B? Stop always thinking about a new DeFi Summer 2.0, please keep up with the current AI Agent Summer narrative trend and do not fall behind.

The AI Agent market is in its primitive period.

1) The community disputes and competition among AI MEMEs such as GOAT, FARTCOIN, ACT, etc.

2) The standard dispute among AI Agent frameworks such as VIRTUAL, AI16Z, etc.;

3) The competition related to the issuance and circulation of assets like VVAIFU, GRIFFAIN, and other derived infra;

4) The competition among individual AI Agent applications such as AIXBT, AVA, BULLY, etc.

If you are optimistic about the narrative development of AI Agents across various sectors, any asset that has reached a certain market value and has a corresponding user base will be a quality asset before the massive explosion of the AI Agent narrative. The heights of FDV market values that past assets like YFI, CRV, UNI, DYDX, etc., reached in the hundreds of billions will make you feel at ease.

Having confidence does not mean you can act recklessly, as we are still in the early narrative stage. Some AI MEMEs that are clearly manipulated by conspiracy groups should be approached with caution.

I will share a personal investment research logic for reference:

AI MEMEs, such as GOAT, are 'leading coins' with the nature of narrative pioneers. There is no logic; if I had to say one, it would be like Bitcoin as a consensus coin giving birth to Ethereum. (Accumulation zone 0.44-0.53)

An early MEME in the racing track. Although it is mainly speculative, its role in the educational market and in cultivating user awareness cannot be ignored, just like DOGE laid the foundation for the entire meme sector in the cryptocurrency animal world. Any chain that can emerge to provide communication protocols, DA, application development, and other service capabilities for AI Agents is worth paying attention to. Of course, there will definitely be chains that purely ride on concepts, but they are still better than chains that stagnate and rely on their past.