Why can’t you miss this wave of AI Agent hype? Many might think AI Agents are just another temporary trend like 'AI + DePIN', AI computing platforms, and AI MEME.
But I want to say, they are all manifestations of different stages of the integration of AI and the crypto market, ultimately driving the main upward wave of the bull market together. Next, I will share my views step by step:
1) From a macro trend perspective, AI + Crypto will be the main theme of this bull market, as the training of AGI (Artificial General Intelligence) large models and the future development of multimodal AI will increasingly demand traditional resources like computing power, storage, and data. This means that the AI industry will become extremely competitive, and it is inevitable that some monopolistic phenomena will emerge, leading to spillover of innovative demands from some small and medium enterprises.
The cryptocurrency world just happens to accommodate these spillover demands, bringing in a fundamental ‘increment’.
For example, LLMs (Large Language Models) require inexpensive computing power for training, and the crypto network can integrate idle resources; fields like healthcare and supply chain finance require privacy protection, where cryptographic ZK (Zero-Knowledge Proof) and distributed governance frameworks can play a role; furthermore, distributed reasoning needs optimized algorithms and incentive mechanisms that can record the reasoning process, which are precisely the areas where cryptoeconomics (Tokenomics) excels. Therefore, from a long-term perspective, the combination of AI and crypto is already an inevitable trend.
2) However, AI + DePIN was once hot for a while, and then it seemed to cool down. After that, many VC-invested distributed computing platforms and algorithm reasoning projects did not create a significant wave. Then came the AI MEME projects like GOAT, showing everyone the new vitality of community culture driving the market, followed by the AI Agent token issuance wave, which brought new hope for AI to land on a large scale in the crypto field.
At first glance, the narrative of AI seems to follow a path from DePIN to aggregated computing platforms, then to MEME, and finally to AI Agent, seemingly lacking logic, as if demonstrating step by step that AI + Crypto is unreliable.
But I think otherwise; AI + DePIN is laying the groundwork, while distributed computing and reasoning platforms are building incentive networks for computing power and algorithms. AI + MEME accelerates market education for AI applications through wealth effects, and finally, AI Agent is the true landing of applications, directly touching users.
From this perspective, AI + DePIN and computing reasoning platforms indeed represent a huge market, but the demand they accommodate may not be fully mature in the internet realm. In the crypto circle, it indeed may feel a bit powerless in the short term, possibly seeming somewhat 'chicken ribs'.
However, what if we reverse the order of issuing tokens for these infrastructures and applications? Let lightweight, rapidly iterating AI Agents first find a market in the crypto field, and then promote quality Agents through the power of the MEME community. When these AI assets and the potential of MEME primitives accumulate to a strong enough level, wouldn’t it seem more reliable to undertake larger-scale infrastructure?
In other words, starting with 'slim applications', then using MEME to drive FOMO in the secondary market, and finally pursuing grand technological visions and infrastructures that take a long time to land — doesn’t this order and logic seem more appropriate?
3) So, where is the focus of the AI Agent narrative? AI Agent refers to AI intelligent services that can make autonomous decisions and automate task execution, with the main goal of enhancing human-machine collaboration efficiency through personalized scenario customization and automated processes.
Currently, AI Agent has been widely applied in various fields such as code development, creative content generation, research assistance, personal financial planning, and professional consulting (such as legal and medical).
Many people may wonder, hasn’t AI Agent already developed for a long time in the web2 field? Their business models like SaaS subscriptions and API call billing have been running stably, so why venture into web3 to issue tokens and create bubbles? Shouldn’t we focus on actual value realization?
I think they are actually not in conflict. The development of AI Agents in a pure web2 environment is not that ideal, which is also why many Agents are coming to web3 to issue tokens. Moreover, the value sedimentation in the crypto industry often goes through a process of bubble-blowing, with DeFi, NFT, GameFi, MEME, etc., all experiencing similar FOMO periods.
Although these may appear to be 'bubbles' in the short term, which can make the industry a bit chaotic, the funds and users they attract will settle down, ultimately injecting momentum into the industry's subsequent development.
Just like how NFT digital art may seem to have little practical value, but it has promoted ETH's deflation; the art of inscriptions may seem hollow but has helped miners through tough times before halving. Similarly, the wave of AI Agent token issuance may also appear to be a short-term speculation, but it will bring more incremental users and funds into the crypto circle. In the long run, these short-term FOMO narratives will ultimately bring real value, so don’t miss the opportunity due to prejudice.
4) Finally, I want to say that AI Agents are crucial for ordinary retail investors and those project parties in various vertical fields under VC pressure.
From now on, everyone can think about how to empower their projects with an AI + narrative: embedding AI preprocessing components, building AI Agent tools suitable for community participation, or spreading MEME cultural memes with AI personality.
The inclusion of these AI elements will make your originally heavy technology roadmap look more ‘youthful’, gradually realizing technological landing through lightweight AI Agent applications, while leveraging the entertaining and easily spreadable nature of AI MEME to expand influence. Instead of engaging in meaningless resistance on technological landing, why not embrace this new opportunity?
Embracing lightweight AI Agents and MEME culture will become the optimal path to reshape the project across all aspects such as 'technology, operations, community, market, brand', and so on.
Some people dislike MEME-ifying everything, stubbornly adhering to the belief in application landing, and scoff at those hype-driven FOMO things, thereby missing opportunities; but there are also those who enjoy MEME-ifying all value, thriving in the financial nihilism of PVP games, yet ignore the technology and value foundation supporting this game, ultimately also missing the real opportunity.
Let’s integrate AI Agent, AI MEME, AI Platform, and AI DePIN into a main thread, breaking the opposition between technology, VC tokens, and MEME, and together promoting the grand narrative of AI + Crypto to support this long-awaited bull market's main upward wave!