Overview of the New Main Line: PayFI, AI Agent, Meme

Core Viewpoint: The main lines of the market are gradually becoming clear, expected to unfold around the following three tracks:

1. PayFI - Connecting Real-World Scenarios

The PayFI projects have recently been active, with Stripe's acquisition of Bridge for $11.1 billion being a landmark event. The issuance of PayPal's PYUSD has exceeded $500 million, and Visa and Mastercard are collaborating on supply chain finance solutions, while Osmosis, scrvUSD, and others are exploring Crypto Debit cards.

The crypto payment system addresses the inefficiencies of traditional payment methods, meeting real user demands. PayFI may be the key track for Web3 to achieve widespread adoption.

2. AI Agent - Enhancing On-Chain Experience

Unlike traditional concepts like 'model assetization,' AI Agent offers unique innovations in Crypto, such as AI asset issuance in the $GOAT project, AI ShitPost, and AI Agent DAO.

This is a new field that Web2 cannot accomplish and Web3 cannot achieve alone, currently seen as the most promising combination of AI and Crypto.

3. Meme - On-Chain Casino, Core of the PVP Track

Pump.Fun has opened up the market positioning for Meme. Meme projects acknowledge the PvP characteristics of the Crypto circle, serving as a means of entertainment and gaming. However, the Meme track is not the entirety of the industry; it will revert to a supporting role when more valuable tracks emerge.

In the future, Meme may become a weather vane and an active market signal during bull and bear cycles.