AI Agent is a feasible narrative situated between DeFi and the Metaverse. Compared to DeFi, it has a broader business logic scenario, and compared to the Metaverse, it has tangible and visible application implementations. This article originates from a long post by @tmel0211 and is organized and translated by PANews. (Background: Focus on AI Agents) Solana will host its first artificial intelligence hackathon, ai16z, ELIZA... concept coins are all surging.) (Background information: AI Agent Alpha methodology: Taking Max and Alchemist AI as examples, why are 'platform + market' more popular?) Why am I confident that AI Agent will bring about industry growth at the level of a DeFi Summer? Please believe that this judgment is unrelated to the conspiratorial groups behind pure on-chain PVP and the narrative of pure VC coins; it is simply because at a certain critical point, macro, technology, market, community, and ecology will trigger a chemical reaction, giving rise to a trend of breaking through the encirclement. Why? In conjunction with the previous article, I will refine and simplify several viewpoints to share with friends: AI Agent is not an accidental new narrative. 1) AI Agent is not an accidental new narrative; it is backed by a bundle of AI Narratives such as AI MEME, AI DePIN, AI Platform, AI Rollup, etc. Due to the longer delivery cycle of fundamental infrastructure like AI DePIN, AI Agent is easier to implement and has stronger community participation, thus it has erupted more quickly. The entire AI bundle is a treasure for Crypto. Don't isolate AI MEME. 2) Of course, AI MEME is important, but don’t isolate it as a Super Cycle narrative because pure financial nihilism cannot support a trillion-dollar Crypto industry. MEME is merely a narrative catalyst, a viral marketing method, and a low-threshold channel for onboarding users, and it is also a major driver of the 'wealth effect' cultural output in the crypto space. The industry's move away from MEME and the sole focus on MEME-ism are incorrect. AI Agent will be the 'hard currency' on the chain in the future. 3) AI Agent will be the 'hard currency' running on 'chain, wallet, DApp, DEX, CEX', while what currently runs on these basic infrastructures are Tokens. The effective circulation of these Tokens is predicated on 'smart contracts'. AI Agent = Token = Smart Contract. If you only regard it as a means to issue Tokens, you are gravely mistaken. In the future, infrastructures like chains, wallets, and DEX will fully adapt and support 'AI Agent'. Infrastructures that cannot adapt will not be entirely eliminated, but they will certainly miss this all-new industry normalization upgrade 'from protocol to endpoint'. The threshold for AI Agent is not low. 4) The threshold for AI Agent is not low; don’t think that integrating a framework, making RPC calls to the client, plugging in LLM, and fine-tuning some features is all there is to AI Agent (an entry-level AI Agent is quite easy). But solving issues such as memory storage calls (DA) for AI Agent, constructing a decentralized asset custody solution for AI Agent (AI+TEE), defining a verifiable reasoning verification communication standard (interoperability) for AI Agent, defining a Solver intent execution network based on chain abstraction (Chain Abstraction) for AI Agent, and building a set of security risk control, dynamic scheduling, and adaptive adjustment standards (Deep learning) for AI Agent, etc., is a significant challenge. To run AI Agent smoothly, the currently criticized overly homogenized infrastructures must at least be reorganized and iterated once. Such incremental opportunities should not be overlooked. AI Agent will unfold around 'light applications'. 5) The internet era is about winning through protocols, while the mobile internet era is about winning through user experience at the endpoints. Previously, blockchain was focused on continuously combining complexities with 'heavy protocols' and stacking business logic. In the future, AI Agent will unfold around the logic of 'light applications'. Thus, enhancing AI infrastructure for LLM and multimodal AI training (computing power, data, reasoning, etc.) + simplifying inter-chain interaction experience through 'chain abstraction' + enhancing asset management interactions with 'intent trading' + promoting lightweight and trustworthy interactions with 'zkVM', etc., will gradually become the supporting backend or more upstream narrative technologies for AI Agent. No need to worry about the short-term bubble of AI Agent. 6) AI Agent is a feasible narrative between DeFi and the Metaverse. Compared to DeFi, it has a broader business logic scenario, and compared to the Metaverse, it has tangible and visible application implementations. Therefore, there is no need to worry about the 'bubble' brought about by AI Agent in the short term. Any significant normalization transformation in its early stages will have bubbles. Do not fear FOMO, as it is essential to be the lucky one at the forefront of trends. Do not rush to chase AI MEME. 7) In the early stages of AI Agent's development, do not rush to chase individual AI active MEMEs. An innovative force is quietly emerging, focusing on the underlying architecture standards for AI Agent, cross-chain communication protocols, transaction execution standards, user interaction normalization, etc. Many opportunities will be born. Do not get lost in the FOMO of chasing repetitive MEMEs and purely gimmicky individual AIs; focus on the expected growth of the sector and select value targets with sustained growth and key ecological positions in the industry. Do not stumble before the explosive growth of the sector. That's all. A friend gave the following article a 'most valuable' rating, which made me, who usually only talks about technical popularization and rarely shares about 'secrets', feel genuinely gratified. Because the highest level of 'calling out' is not necessarily about sharing a specific ticker, but about understanding the operational logic of the underlying industry, becoming a flag bearer in the industry, letting the wind blow, and allowing everyone to share in the industry's growth dividends. Related reports: What can AI Agents do for people behind the hype wave? The AI Agents gold rush)$VIRTUAL listed on Bithumb surged 65%, reviewing popular ecosystem coins AIXBT, MUSIC... Counterpoint: AI agents don't need blockchain, but blockchain can't do without AI Agents "AI Agent is booming, can it become the next DeFi Summer?" This article was first published by BlockTempo (Dynamic Zone - the most influential blockchain news media).