Written by: Haotian
Explain why the "big environment has changed"? Essentially, this wave of enthusiasm for AI Agents is a major reshuffling of the previously rigid Crypto system.
From infrastructure stacking -> AI Agent application precedence?
In the past, delivering a public chain required a long cycle of 1-3 years of cultivation. After completing the roadmap and TGE, it was found that the user and application ecosystem could hardly match market expectations, leading to many infrastructures that deviated from actual market needs.
In the future, regardless of the project, let the AI Agent apply and run on-chain first, allowing the functions, performance, and experience of the AI Agent to validate the technological foundation of the chain infrastructure. Use application precedence to verify market demand, avoiding carrying solutions without practical applications.
From VC financing rounds -> Community MEME-based launches?
In the past, VC capital drove the emergence of top-tier projects, and the information monopoly in the primary market led to increasingly narrow profit margins in the secondary market, causing Western and Eastern capital to not take over from each other, with VCs and exchanges forming alliances, and many issues such as high FDV declines after Token listings.
In the future, projects will be built in the form of open source Public Good, with no white paper in the short term, but there will be a GitHub open source repository. There is no roadmap, but there are visible product applications, directly financing in the secondary market, allowing AI Agents to manage assets autonomously. The continuous growth of the asset pool and the increase in holders will bring greater imaginative space to the project. Early builders only need to continuously empower the project.
From earning airdrops -> Partner co-construction?
In the past, project parties would usually offer a certain percentage of airdrops to attract early users and traffic. Users would continue to contribute Gas and time to earn airdrops, but this led to a culture of "witch communities" where users profited and fled, putting operational pressure on projects, or a group of users being long-term manipulated by the project party, delaying expectations or being unfulfilled, leading to inevitable contradictions and conflicts, resulting in a lose-lose situation.
In the future, project parties will use MEME-based methods to open the market, designing Tokenomics suitable for sustained growth (LP fees, transaction taxes, allocation release, etc.). In this process, community users are both early investors and continuous builders of expanding community consensus. Essentially, those who can run alongside the project and make a profit are all worthwhile, resulting in a win-win situation.
From CEX listing endgame -> On-chain DEX dominance?
In the past, most projects at the DEX stage had low circulation and low user groups. Only through Tokenomics design, continuous community reputation and growth, and resource "mixing" could they seek tickets to CEX. Under heavy pressure, some projects would lie flat after TGE.
In the future, most projects will choose to continuously build at the DEX stage. On-chain DEX will undertake most of the market liquidity. Although on-chain prosperity will present a "chaotic era", high-quality project parties have a greater chance of achieving "grassroots success" without being buried under the discourse power of the old CEX system. It will gradually trend towards DEX dominance, with CEX existing only as a liquidity supplement.
From entrepreneurs "not speaking human language" -> Founders "laughing and cursing"?
In the past, the market was highly competitive, with so many projects that there was a vast gap between top projects and bottom projects. After the founders of top projects achieved success, they began to engage in abstract discussions, doing public welfare, charity, and having a strong flavor of authenticity.
In the future, project parties will not integrate with the community, nor will they always focus on the front line of products. It will be very difficult for the market and ecology to emerge. The new operational rules of the market will force founders to run on the front line, "laughing and cursing". Although this may invite skepticism, a "real" developer image is certainly better than a lofty "entrepreneur"? At least from the perspective of retail investors.
Note: The aforementioned transformation and reshuffling are not absolute and will not happen overnight. It is more likely to give rise to a mix of various models and strategies. In the early stages, there will likely be many problems, but in any case, it is a glimmer of hope for breaking the current rigid system.