Have you noticed an interesting phenomenon? AI has evolved from pure memes like GOAT to chat-capable AI agents, then to on-chain funds like ai16z, and now to new asset issuance platforms like Virtual and Spore. Each step is getting closer to application, and all of this has happened in just two months.
This round of on-chain market trends is no longer just memes; it is essentially a new 'application project' that bypasses exchanges and VCs, directly issuing new assets on-chain. This allows for lower opening prices, giving everyone an opportunity to profit from early participation, and during the rise, it has accumulated a large number of users and loyal communities.
This is essentially a redistribution of interests, reallocating the funds that would previously go to VCs and exchanges to retail investors. This round of meme-driven surges will not occur within CEX exchanges; the current on-chain environment is the beginning of the 2020 altcoin explosion season, with gold to be found everywhere.
For project teams, having a good idea and quickly developing a product MVP no longer requires pandering to VCs or scrambling for resources to pay tolls to exchanges. They can simply launch on-chain, and if the market supports it, it will take off; if not, it will fizzle out. The iteration speed of the AI sector on-chain over these two months has also shown which model is most beneficial for the industry's development.
