Article reprinted from: On-chain View
After deep discussions with several project parties, I found that many leaders are completely unaware of what the emergence of 'AI Agents' signifies. I will briefly share my understanding in a post:
1) The wind of AI Agents indeed started with AI MEME, creating an illusion that many Builders believe AI Agents are merely a pretext for shadowy groups to issue coins. It will be like the inscriptions, buzzing around the story of 'asset issuance,' only to end up in a mess.
Worrying as it may be, chaos is inevitable in a hot market. However, from automated tweeting to audio-video interactions, and from defining framework standards to the most complex automated trading executions, the narrative of AI Agents is continuously evolving. This is the significance of mainstream Builder troops participating: good money drives out bad money, leading to the maturation of the entire track.
For retail investors, this process cultivates their 'technical intuition' to judge quality and avoid most pitfalls. It's like when the intent track was hot; many 'preset program Q&A-style centralized bots' emerged. How could they possibly be related to intelligent AI? Isn't it hard to understand? AI storytelling, murder mystery games... how can we consider these obviously disruptive projects as mainstream AI Agent projects?
2) AI Agents are merely product applications presented on the front end. Behind them, there needs to be capabilities for chain DA solutions, chain interactive operability, chain asset circulation, smart contract scheduling, etc. It may also require consideration for 'chain abstraction' experience upgrades, ZK verifiable interactions, and other more advanced technical architecture capabilities. A decentralized AI Agent as a Service will become essential.
Therefore, traditional chain infra embracing the narrative of AI Agents is a completely new way to upgrade infra and stack new market expectations. Otherwise, what the market demands is 'delivery issues'—user growth, application ecosystem growth, first-level VC exit burdens, secondary currency price growth, etc. Now, with a new narrative, can we transform 'delivery issues' into a whole new 'growth expectation'? Isn't it worth taking a gamble for this?
Essentially, this is the transformation of thinking from 'fat protocols' to 'thin applications' that I have always emphasized. Don't expect to impress retail investors with just a white paper, a roadmap, and a linear tokenomics release to VCs and teams. 'Good products speak for themselves'; let applications take the lead, activate through the community, and chain infra will inevitably thrive.
3) AI Agents have not isolated MEME from technology; the market's constant hype of 'VCs ignoring meme coins' and 'everything is MEME' is a direct manifestation of the industry becoming a casino. AI Agents will pull the MEME community and the tech Builders into a single main narrative, with no opposition, only collaboration.
It is important whether a hardcore tech project ecosystem can give birth to a super MEME that can build community and consolidate community culture. This is not PVP, but more of a PVE that fosters community identity.
In fact, MEME, as a carrier of community cohesion, will also become part of the project's PMF, delivering MEME to the community, empowering technology through MEME, and then expanding the ecosystem of the chain through applications and markets, ultimately releasing the vitality of commercialization prospects through tokenomics. The success of a16z has already validated this feasibility, and more chains should join in to learn.