Written by: Ignas, Crypto KOL

Compiled by: Felix, PANews

Forget the memecoin supercycle, AI Agents outperform everything, and much more. The following image compares the price performance of AI Agents against other narratives:

In the past three months, the overall market value of AI Agents narratives has increased by 7000% (driven by new products), while Memecoins have only increased by 15.19%.

As shown in the image, considering the volatility of newly launched AI tokens, AI Agents performed excellently in the past 30 days, rising by 75%, while Memecoins fell by 25%.

There are several reasons to compare Memecoins with AI Agents:

Firstly, the surge of the memecoin craze was driven by low float, high FDV VC tokens. Most AI Agents keep these cautionary tales in mind and launch with little to no VC funding.

More importantly, many AI Agents tokens are launched on platforms like Pump.fun or AI incubators like Virtuals in a similar manner to memecoins. They start trading at lower market caps, allowing early buyers to profit from the rise. Without memecoins, the performance of AI Agents could be completely different.

Secondly, AI Agents possess a distinct, self-updating culture, even a 'cult meme,' with some practical utility.

Just like aixbt continues to adapt to today's narratives and themes. They are also native cryptocurrencies, while OG memecoins are a culture introduced from Web2 (with a few exceptions, like $PENGU).

In contrast, OG memecoins are stagnating, requiring constant support from the human community to maintain relevance/vitality.

As crypto KOL redphone said, 'Nothing is more exhausting than memecoins.'

Finally, AI Agents have successfully captured market attention away from memecoins, achieving a corresponding liquidity shift. Previously, the author witnessed changes in one of their wallets:

A Degen hot wallet that trades at will, chasing popular narratives, has completely swapped its portfolio from pure memecoins to AI Agents without realizing it. The wallet's returns have increased significantly, but if it still held those memecoins, the returns would be dire.

So, is this the supercycle of AI Agents or just a simple narrative rotation?

Crypto KOL redphone mentioned in a prediction for 2025 that 'ordinary' memecoins would launch agent mascots/robot spokespeople (or memecoins would slowly decline until they become insignificant).

This is a bold prediction, but if it does happen, it shouldn't be surprising.