After in-depth communication with several project parties, I found that many leaders haven't realized what the emergence of the 'AI Agent' means. Let me briefly share my understanding in a post:
1) The wind of the AI Agent indeed started blowing from AI MEME, creating an illusion where many builders believe that AI Agents are merely excuses for shadowy groups to issue tokens. It will be like inscriptions, creating a buzz around 'asset issuance', only to result in a mess at the end.
Concerns are valid; chaos is inevitable in a hot market. However, from automated tweeting to audio-video interactions, to defining framework standards, and to the most complex automated trading execution, the AI Agent narrative continues to evolve. This is the significance of mainstream builders joining in, where good currency drives out bad, fostering the maturity of the entire sector.
For retail investors, cultivating their 'technical intuition' during this process is crucial to assess quality and avoid most pitfalls. It's akin to when the intent-driven track was hot, and many 'preset program Q&A centralized bots' emerged. How could they possibly be linked to intelligent AI? Isn't it hard to understand? AI tells stories, script murders... how can such clearly disruptive projects be considered mainstream AI Agent projects?
2) The AI Agent is merely a product application presented at the front end. Behind it, there must be capabilities for blockchain decentralized application solutions, blockchain interactive operability, asset circulation on the blockchain, smart contract scheduling capabilities, etc. We may also need to consider upgrading the 'blockchain abstraction' experience and deeper technical architecture capabilities like ZK verifiable interactions. A decentralized AI Agent as a Service will become essential.
Therefore, embracing the AI Agent narrative in traditional blockchain infrastructure is a brand new way to upgrade the infrastructure and stack new market expectations. Otherwise, what the market demands is the 'delivery issue'—user growth, application ecosystem growth, first-tier VC exit burdens, second-tier cryptocurrency price growth, etc. Now, with a brand new narrative, can we transform the 'delivery issue' into a new 'growth expectation'? Isn't it worth a shot?
Essentially, this is the transformation of thinking I have always emphasized from 'fat protocols' to 'thin applications'. Don't expect to impress retail investors with just a white paper and a roadmap, along with a Tokenomics that is released linearly to VCs and teams. 'Good products speak for themselves'; let applications take the forefront and activate the community. The rise of blockchain infrastructure is only a matter of time.
3) The AI Agent does not isolate MEME and technology. The market's constant clamor for 'VC coins being ignored' and 'MEME everything' directly reflects the casino-like nature of the industry. The AI Agent will pull the MEME community and technical builders into a unified main narrative. There is no opposition, only collaboration.
Whether a hardcore technical project ecosystem can give birth to a super MEME that can unite the team community and foster community culture is very important. This is not PVP; it's more about a sense of community identity in PVE.
In fact, MEME, as a carrier of community cohesion, will also become part of the project's Product-Market Fit (PMF). Delivering MEME to the community, empowering technology through MEME, and then expanding the blockchain ecosystem through applications and markets, ultimately relying on Tokenomics to unleash commercial potential. The success of ai16z has already validated this feasibility and is worth learning from for more chains.