AI agents and AI memes will become major trends in the next five years, and many projects with 50-100x potential may emerge from this.

So why is the AI agent technology, which is still immature in Web2, able to achieve such high valuations in Web3? It's quite simple: we are currently in the metaverse era of AI memes/agents, and many of the valuation premiums are based on imagination.

I believe this could trigger a revolution even more exciting than DeFi.

In the financial market, the favorite thing is to speculate on expectations. The heat surrounding AI agents in Web2 has overflowed into Web3, which feels somewhat like the metaverse in 2021. The AI meme/agent sector gives me the impression of being between the imagination-driven surges of the metaverse and the fundamentally driven surges of DeFi.

Therefore, in this bull market cycle, it leans more towards the metaverse, while the next cycle may lean more towards DeFi.

But there is no doubt that AI agents will be the focus of mainstream development in the next 5 to 10 years, and the combination of agents and AI in the cryptocurrency space is a natural fit. So we are not just speculating; it has long-term narratives to support it.

This cycle is driven by imagination, and in the next round, as Web2 AI technology matures, there will be real productivity-level enhancements. We need to focus our energy on the longest slopes and the thickest snow because there will be the most significant opportunities in terms of track-level prospects for the next several cycles.

Currently, the projects in this sector can be divided into two categories: one is agent platforms and frameworks, like virtual; the other is AI meme types, like goat. In this bull market, this sector may see projects worth 10 billion to 50 billion.