Why am I confident that AI Agents will bring about an industry growth level comparable to DeFi Summer? Please believe that this judgment is unrelated to the conspiracy groups behind pure on-chain PVP and the narrative of pure VC coins. It is simply due to the macro, technology, market, community, and ecology reaching a certain critical point, producing a chemical reaction, resulting in a trend-setting force breaking through the encirclement. Why?
In conjunction with the previous article, I will refine and simplify several viewpoints to share with friends:
1) AI Agents are not a new narrative born by chance. Behind them, there is a whole package of AI narratives including AI MEME, AI DePIN, AI Platform, AI Rollup, etc. It is just that basic infrastructures like AI DePIN have longer delivery cycles. AI Agents are easier to land, and community participation is stronger, so they have exploded faster. The entire AI family bucket is a treasure for Crypto.
2) AI MEME is certainly very important, but do not isolate it as a Super Cycle narrative, because pure financial nihilism cannot support the multi-trillion-dollar market value of the Crypto industry. MEME is just a narrative catalyst, a viral marketing method, and a low-threshold onboarding channel for users. It is also the leader of the 'wealth effect' cultural output in the crypto space. Both the de-MEME-ization of the industry and the MEME-only ideology are incorrect.
3) AI Agents will be the 'hard currency' running on 'chains, wallets, DApps, DEXs, CEXs' in the future. Currently, what runs on these basic infrastructures are all Tokens, and the premise for the effective circulation of these Tokens is 'smart contracts.' AI Agent = Token = smart contract. If you only see it as a justification for issuing Tokens, that is a big mistake. In the future, chains, wallets, DEXs, and other infrastructures will fully adapt to and support 'AI Agents.' Infrastructures that cannot do this will not be completely eliminated, but at least they will miss this new 'from protocol to endpoint' industry paradigm upgrade.
4) The threshold for AI Agents is not low. Do not think that integrating a framework, making RPC calls on the client, plugging in LLM, and fine-tuning some features is all there is to AI Agents (an entry-level AI Agent is quite easy).
But solving Memory storage invocation and other issues for AI Agents (DA), building a decentralized asset custody solution for AI Agents (AI+TEE), defining a verifiable reasoning validation communication standard for AI Agents (interoperability), defining a Solver intention execution network for AI Agents based on chain abstraction (Chain Abstraction), and building a set of safety risk control, dynamic scheduling, and adaptive adjustment standards for AI Agents (Deep learning), etc.
To run AI Agents smoothly, the currently criticized overly homogenized infrastructure needs at least one more refresh iteration. How can we ignore such incremental opportunities? 5) The internet era wins with protocols, while the mobile internet era wins with user experience at the endpoints. In the past, blockchain constantly combined the complexity around 'fat protocols,' stacking business logic, but in the future, AI Agents will expand around the logic of 'lean applications.' Therefore, enhancing AI infrastructure for LLM and multi-modal AI training (computing power, data, reasoning, etc.) + simplifying inter-chain interaction experiences with 'chain abstraction' + enhancing asset management interactions with 'intent transactions' + promoting lightweight and trustworthy interactions with 'zkVM' and other narratives will gradually become the backend or upstream narrative technologies supporting AI Agents.
6) AI Agents represent a feasible narrative between DeFi and the Metaverse. Compared to DeFi, they have a broader business logic scenario, and compared to the Metaverse, they have tangible and visible application landing. Therefore, there is no need to worry about the 'bubble' brought about by AI Agents in the short term. Any major paradigm shift will have a bubble at the beginning. Do not fear FOMO, so as to become the lucky ones at the forefront of trends.
7) In the early stages of AI Agent development, do not rush to pursue standalone AI live MEMEs. An innovative force is quietly occurring around the underlying architecture specifications for AI Agents, cross-chain communication protocols, transaction execution standards, user interaction paradigms, and so forth. Many opportunities will be born. Do not get lost in the FOMO emotions of chasing repetitive MEMEs and purely gimmicky standalone AIs. Lock in on track growth expectations and choose value targets with sustained growth and key ecological positions in the industry. Just do not fall before the night of track dividend explosion. Above. A friend gave the following article the evaluation of 'most valuable,' which truly comforts me as someone who usually only talks about technical popularization and rarely shares 'secrets,' because the highest level of 'shouting orders' is not necessarily sharing a specific ticker but understanding the underlying operational logic of the industry, becoming a flagbearer for the industry, letting the wind blow, and allowing everyone to enjoy the industry growth dividend of PVE.