Source of article reprint: On-chain View
Currently, the on-chain AI Agent sector and the secondary mainstream market are experiencing 'two extremes'. Clearly, Smart Money is looking for opportunities on-chain. Here are some personal investment insights:
1) Framework and standard series; the 'appearance' of the code structure on Github can basically explain everything. The high technical threshold will be the first barrier.
2) Monolithic AI series; the upper and lower limits of AI Agent application implementation are very high. You must have practical experience before making a decision.
3) Positive Launchpad series; the driving force of Tokenomics is a double-edged sword. The speed of building tall buildings is fast, but the collapse can also be quick. This is definitely not a manifestation of the platform's core competitiveness; if it is, view it cautiously from a short-term perspective.
4) Don’t get tangled up in @shawmakesmagic's personal opinions. The early founders' playful banter and interaction with the community are very important. Clinging to #ai16z's leg is the main hidden trend of this round of Ai Agent Summer.
5) The competition between Base and Solana is a fact, but the dominance is gradually being taken over by Solana. However, this precisely requires focusing research efforts on Base, because slow work produces fine products. There's no rush to intervene in the chaotic epoch market; we can wait for a consensus to emerge before getting involved.
6) Who dominates, ai16z or Virtual? I've expressed this in my pinned article. The greatest charm of Crypto is the power of the open-source developer community behind it.
7) The TEE+ concept did not arise by chance; TEE will be a key component for the long-term development of AI Agents, comparable to ZK's role in Rollup.
8) AI Agents are increasingly resembling DeFi Summer; this is an unstoppable trend. Many people singing the uselessness of Agents can only be likened to the voices heard during the early rise of DeFi.
9) The Ai Agent sector has re-provided a platform for tech bloggers. The Summer for tech bloggers has arrived; please value those who talk about technology and reason every day, and do not directly make calls.
10) It's correct for newcomers to follow the principle of getting on board first and then learning and researching, but I suggest starting with major projects with strong consensus. Paying tuition on smaller projects may directly discourage you.