Currently, the on-chain AI Agent track and the secondary mainstream market are experiencing a 'tale of two extremes.' It is clear that Smart Money is looking for opportunities on-chain. I would like to share some personal investment insights:
1) Framework and standards series, the 'appearance' of the code structure on Github basically says it all. The high technical threshold will serve as the first barrier;
2) Monolithic AI series, the application limits of AI Agents are both very high; you must experience it practically before making a decision;
3) The positive Launchpad series, the driving force of Tokenomics can be a double-edged sword. The speed of raising tall buildings is fast, but so is the speed of collapse. This is definitely not a reflection of the platform's core competitiveness; if it is, be cautious from a short-term perspective;
4) Don't get hung up on @shawmakesmagic's personal opinions. The laughter and anger of early founders, and playing together with the community is very important. Holding onto the thigh of #ai16z is the hidden main wave of this Ai Agent Summer;
5) The competition between Base and Solana is a fact, but the dominance is gradually being controlled by Solana. This precisely requires focusing research efforts on Base because slow work produces fine products. It's not too late to intervene when the chaotic market reaches consensus;
6) Who dominates, ai16z or Virtual, I have expressed in my pinned article. The biggest charm of Crypto lies in the strength of the open-source developer community behind it;
7) The TEE+ concept is not a coincidence; TEE will be a key component for the long-term development of AI Agents, comparable to ZK for Rollup;
8) AI Agents are increasingly resembling DeFi Summer, which is an unstoppable trend. Many people singing the uselessness of Agents can only be compared to the voices during the early rise of DeFi;
9) The AI Agent track has given us tech bloggers a place to shine. The summer for tech bloggers has arrived; please cherish those who discuss technology and reason every day without directly calling for trades;
10) Newcomers are right to follow the principle of getting on board before studying, but it is advisable to start with large, strongly consensus-driven tokens. Paying tuition on small tokens may very likely deter you directly.