Why should you absolutely not miss this wave of AI Agent hype? Many might think that AI Agents are just another temporary trend like 'AI + DePIN', AI computing platforms, or AI MEME.
But I want to say that they are all manifestations of the different stages of the integration of AI and the crypto market, ultimately together driving the main upward wave of the bull market. Next, I will share my views bit by bit:
1) From a big trend perspective, AI + Crypto will be the main melody of this bull market. The training of AGI (Artificial General Intelligence) large models and the future development of multimodal AI will increasingly demand traditional resources such as computing power, storage, and data, meaning that the AI industry will become extremely competitive, inevitably leading to some monopolistic phenomena, causing part of the innovation demands from small and medium enterprises to spill over.
The crypto world can perfectly accommodate these spillover demands, bringing in fundamental 'incremental' value.
For example, training LLMs (Large Language Models) requires cheap computing power, while crypto networks can consolidate idle resources; some fields like healthcare and supply chain finance need privacy protection, and cryptographic ZK (Zero-Knowledge Proof) and distributed governance frameworks can play a role; furthermore, distributed reasoning needs optimization algorithms and incentive mechanisms that can record reasoning processes, which are precisely the domains where crypto economics (Tokenomics) excels. So, from a long-term perspective, the combination of AI and crypto is an inevitable trend.
2) However, AI + DePIN was once popular but seems to have cooled down a bit. After that, many VC-invested distributed computing platforms and algorithm reasoning projects did not create much of a stir. Then came the AI MEME projects, like GOAT, which showcased new vitality driven by community culture, followed by the AI Agent token issuance wave, bringing new hope for large-scale AI realization in the crypto field.
At first glance, the trajectory of AI narratives seems to lack logic, moving from DePIN to aggregation computing platforms, then to MEME, and finally to AI Agents, almost proving that AI + Crypto is unreliable.
But I think otherwise; AI + DePIN is laying down infrastructure, while distributed computing and reasoning platforms are building incentive networks for computing power and algorithms. AI + MEME accelerates market education for AI applications through wealth effects, and finally, AI Agents represent the true realization of applications, directly reaching users.
From this perspective, AI + DePIN and computing reasoning platforms indeed represent a huge market, but the demands they cater to may not have fully matured in the internet space. In the crypto circle, it may seem somewhat 'useless' in the short term.
However, what if we reverse the order of issuing tokens for these infrastructures and applications? First, let lightweight, rapidly iterating AI Agents find their market in the crypto space, and then promote quality Agents through the power of the MEME community. When the potential of these AI assets and MEME primitives accumulates to a sufficiently strong level, would it not seem more reliable to undertake larger-scale infrastructure?
In other words, starting with 'light applications', then using MEME to drive FOMO in the secondary market, and finally pursuing grand technological visions and infrastructures that take a long time to realize—doesn't this order and logic seem more appropriate?
3) So, where is the focus of AI Agent narratives? AI Agents refer to AI intelligent services that can make autonomous decisions and automate task execution, with the primary goal of enhancing human-machine collaboration efficiency through personalized scenario customization and automated processes.
Currently, AI Agents are widely used in various fields such as code development, creative content generation, research assistance, personal financial planning, and professional consulting (such as legal and medical).
Many might wonder, hasn't the AI Agent already developed extensively in the web2 space? Their business models like SaaS subscriptions and API call billing are already stable. Why venture into web3 to create bubbles? Shouldn't the focus be on actual value realization?
I actually think they are not in conflict. The development of AI Agents in a purely web2 environment is not that ideal, which is why many Agents are coming to web3 to issue tokens. Moreover, the value sedimentation in the crypto industry often undergoes a bubble-blowing process; DeFi, NFT, GameFi, MEME, etc., have all experienced similar FOMO periods.
Although these may seem like 'bubbles' in the short term, creating some chaos in the industry, the funds and users attracted will settle down, ultimately injecting power into the industry's subsequent development.
Just like how NFT digital art may seem to have little practical value, it has facilitated ETH's deflation; the art of inscriptions appears hollow, but it helped miners through the tough times before the halving. Similarly, the AI Agent token issuance wave may seem like short-term speculation, but it will bring more incremental users and funds into the crypto circle. In the long run, these short-term FOMO narratives will ultimately bring real value, so don't miss the opportunity because of bias.
4) Finally, I want to say that AI Agents are crucial for ordinary retail investors and those project parties in various vertical fields under VC pressure.
From now on, everyone can think about how to empower their projects with AI + narratives: embedding AI preprocessing components, building AI Agent tools suitable for community participation, or spreading MEME culture with AI characteristics.
The addition of these AI elements will make your previously heavy technical roadmap appear more 'youthful', gradually achieving technological realization through lightweight AI Agent applications, while also leveraging the entertainment and viral nature of AI MEME to expand influence. Instead of engaging in meaningless struggles over technological realization, why not embrace this new opportunity?
Embracing lightweight AI Agents and MEME culture will become the optimal path to reshape aspects of projects such as 'technology, operations, community, market, and brand'.
Some people dislike meme-ifying everything and stick rigidly to the belief in application realization, sneering at those who hype FOMO, thus missing opportunities; yet some people enjoy meme-ifying all values, engaging in financial nihilism in PVP games, ignoring the technical and value foundations supporting this game, ultimately missing out on real opportunities.
Let's integrate AI Agents, AI MEME, AI Platforms, and AI DePIN into a main narrative, breaking down the opposition between technology, VC tokens, and MEMEs, and jointly promoting the grand narrative of AI + Crypto to support this long-awaited bull market's main upward wave!