Article source: Felix
Author: Ignas, Crypto KOL
Compiled by: Felix, PANews
Forget the memecoin supercycle; AI Agents surpass everything, and much more. The figure below compares the price performance of AI Agents with other narratives:
Over the past 3 months, the overall market value of the AI Agents narrative has increased by 7000% (driven by new products), while Memecoins have only increased by 15.19%.
As shown in the figure below, considering the volatility of newly launched AI tokens, AI Agents have performed excellently in the past 30 days, rising by 75%, while Memecoin has fallen by 25%.
There are several reasons to compare Memecoin with AI Agents:
First, the rise of the memecoin craze is driven by low float, high FDV VC tokens. Most AI Agents keep these cautionary tales in mind and launch with little to no VC funding.
More importantly, many AI Agents tokens are launched on platforms like Pump.fun or AI incubation sites like Virtuals in a manner similar to memecoin. They start trading with a lower market cap, allowing early buyers to profit from the rise. Without memecoin, the performance of AI Agents might have been entirely different.
Secondly, AI Agents possess distinct, self-updating cultures, even "cult memes," and carry some practicality.
Just like aixbt continuously adapts to today's narratives and themes. They are also native cryptocurrencies, while OG memecoin is a culture introduced from Web2 (with a few exceptions, such as $PENGU).
In contrast, OG memecoin has stagnated, requiring constant support from the human community to maintain relevance/vitality.
As crypto KOL redphone said, "Nothing is more exhausting than memecoin."
Finally, AI Agents successfully seized market attention from memecoin, resulting in a corresponding liquidity shift. The author previously witnessed a change in one of their wallets:
A Degen hot wallet that trades at will, chasing popular narratives, has completely swapped its portfolio from pure memecoin to AI Agents without realizing it. The returns of this wallet have increased significantly, but if it had still held those memecoins, the returns would be dire.
So, is this the supercycle of AI Agents or just a simple narrative rotation?
Crypto KOL redphone mentioned in the 2025 prediction that "ordinary" memecoins will launch proxy mascots/endorser robots (or memecoins will slowly decline until they become insignificant).
This is a bold prediction, but if it really happens, it shouldn't be surprising.
Related reading: Year-end review of the crypto market: 25 predictions for 25 years and 23 most promising coins
