Why am I so sure that AI Agent will bring about industry growth on the scale of a DeFi Summer? Please believe that this judgment has nothing to do with the conspiracy behind pure on-chain PVP or 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 that breaks through the encirclement. Why?
In conjunction with the previous article, I will refine and simplify several points to share with friends:
1) AI Agent is not a randomly born new narrative; it is backed by a comprehensive AI Narrative family, including AI MEME, AI DePIN, AI Platform, AI Rollup, etc. The reason it has emerged faster is that the foundational infrastructure, such as AI DePIN, has a longer delivery cycle, while AI Agent is easier to implement and has stronger community participation. Therefore, the whole AI family bucket is treasure for Crypto.
2) AI MEME is certainly important, but do not isolate it as a Super Cycle narrative, because pure financial nihilism cannot support a multi-trillion-dollar Crypto industry. MEME is merely a narrative catalyst, a viral marketing method, a low-threshold onboarding channel for users, and a leader in the wealth effect culture output in the crypto space. Both the industry's move away from MEME and the sole focus on MEMEism are incorrect.
3) AI Agent will be the 'hard currency' running on top of 'chains, wallets, DApps, DEX, CEX,' etc. Currently, what runs on these foundational infrastructures are tokens, and the premise for the effective circulation of these tokens is 'smart contracts.' AI Agent = Token = Smart Contract. If you only see it as a reason to issue tokens, you are gravely mistaken. In the future, chains, wallets, DEX, and other infrastructures will fully adapt to and support 'AI Agent.' Those infrastructures that cannot do so may not be completely eliminated, but they will at least miss this brand-new industry paradigm upgrade 'from protocol to endpoint.'
4) The threshold for AI Agent is not low. Don't think that integrating a framework, calling the client under RPC, plugging in an LLM, and fine-tuning some features is all there is to AI Agent (an entry-level AI Agent is quite easy to create).
To solve issues like Memory storage invocation for AI Agent (DA), to build a decentralized asset custody solution for AI Agent (AI+TEE), to define a verifiable reasoning verification communication standard for AI Agent (interoperability), to define a Solver intent execution network based on chain abstraction for AI Agent (Chain Abstraction), and to build a set of safety risk control, dynamic scheduling, and adaptive adjustment standards for AI Agent (Deep learning), etc.
To run AI Agent, the currently criticized overly homogenized infrastructure must at least refresh and iterate once more. Such incremental opportunities cannot be ignored. 5) The internet era was about winning through protocols, while the mobile internet era is about winning through user experience at the endpoints. In the past, blockchain focused on stacking complexity around 'fat protocols,' while in the future, AI Agent will focus on the logic of 'thin applications.' Therefore, enhancing the AI infrastructure for LLM and multimodal AI training (computing power, data, reasoning, etc.) + simplifying inter-chain interaction experiences with 'chain abstraction' + enhancing asset management interactions with 'intent trading' + promoting lightweight and trustworthy interactions with 'zkVM,' etc., will gradually become the backend or upstream narrative technologies supporting AI Agent.
6) AI Agent is a feasible narrative that lies between DeFi and the Metaverse. Compared to DeFi, it has a broader range of business logic scenarios, and compared to the Metaverse, it has tangible applications. Therefore, there is no need to worry about the 'bubble' brought by AI Agent in the short term; any major paradigm shift will have a bubble in the early stages. Only by not fearing FOMO can one become the lucky ones at the forefront of trends.
7) In the early stages of AI Agent's development, do not rush to chase after single AI or MEME. An innovative force is quietly emerging around the underlying architecture standards for AI Agent, cross-chain communication protocols, trading execution standards, user interaction paradigms, and more. There will be plenty of opportunities to be born. Do not get lost in the FOMO emotions of chasing after repeated MEME and pure gimmick single AI. Lock in on growth expectations in the track, choose value targets with sustained growth and key ecological positions in the industry, and do not fall before the track's dividend explosion. That’s all. A friend gave the following article the evaluation of 'most valuable,' which truly comforts me, as I usually only talk about technical popularization and rarely share 'secrets.' The highest level of 'signal' is not necessarily sharing a specific ticker but understanding the underlying operational logic of the industry, becoming a flag bearer for the industry, letting the wind blow, and allowing everyone to share in the industry growth dividends of PVE.
