The on-chain AI Agent track and the secondary mainstream market are currently experiencing 'two extremes', it is evident that Smart Money is looking for opportunities on-chain, here are some personal investment insights:
1) Framework and standards series, the 'appearance' of the code structure on Github can basically explain everything, the high technical threshold will be the first barrier;
2) Standalone AI series, the application limits of AI Agents can be both high and low, one must have practical experience before making a decision;
3) The ongoing Launchpad series, the driving force of Tokenomics is a double-edged sword, while building high towers quickly, they can also collapse quickly, this is definitely not a manifestation of the platform's core competitiveness, and if it is, one should be cautious with a short-term perspective;
4) Don't get tangled in @shawmakesmagic's personal opinions, the early founder's banter and interaction with the community is crucial, holding onto the #ai16z leg is the underlying trend of this Ai Agent Summer's main wave;
5) The rivalry between Base and Solana is a fact, but the dominance is gradually being controlled by Solana, this precisely requires focusing research efforts on Base, as slow work yields fine results, and waiting for the chaotic era market to reach consensus before intervening is also not too late;
6) ai16z and Virtual who holds the reins, I have expressed it in my pinned article, the biggest charm of Crypto is the power of the open-source developer community behind it;
7) The TEE+ concept did not arise by chance, TEE will be a key component for the long-term development of AI Agents, comparable to ZK for Rollups;
8) AI Agents are increasingly resembling DeFi Summer, this is an unstoppable trend, seeing many people belittle Agents with the argument of their uselessness, I can only say there were similar voices during the early rise of DeFi;
9) The AI Agent track has given us a new platform to showcase technical bloggers, the summer of technical bloggers is here, please cherish those who talk about technology and principles every day without directly promoting their picks;
10) It is correct for newcomers to follow the principle of getting on board before learning and researching, but it is advisable to start with high-concensus large targets, as paying tuition with smaller targets may likely dissuade them directly.