Article source: On-chain view
After in-depth communication with several project parties, I found that many bosses have not realized what the emergence of 'AI Agent' means. I simply express my understanding in a post:
1) The wind of AI Agent indeed started blowing from AI MEME, creating an illusion where many Builders believe that AI Agents are merely a pretext for the Yin-Yang conspiracy group to issue coins, like inscriptions, stirring up stories around 'asset issuance', only to end up in a mess.
Worried yes, the chaos on the wind is unavoidable, but from automated tweeting to audio and video interaction, then to the definition of framework standards, and then to the most complex automated trading execution, the narrative of AI Agent is continuously evolving. This is the significance of the mainstream Builder legion getting involved, good money driving out bad money, promoting the maturity of the entire track.
For retail investors, cultivating their own 'technical intuition' during this process can help judge the pros and cons and avoid most pitfalls. It's like when the intent track was popular, many 'pre-programmed Q&A centralized bots' emerged; how could they possibly be associated with intelligent AI, isn't it hard to understand? AI tells stories, script killing... how can these obviously disruptive projects be seen as mainstream AI Agent projects?
2) AI Agent is just a product application presented at the front end; there must be chain DA solution capabilities, chain interactive operability, chain asset circulation, and smart contract scheduling capabilities behind it, and it may also need to consider 'chain abstraction' experience upgrades, ZK verifiable interaction, and other deeper technical architecture capabilities. A decentralized AI Agent as a Service will become essential.
Therefore, the embrace of AI Agent narrative by traditional chain infra is a whole new way to upgrade and stack new market expectations. Otherwise, what the market wants is 'delivery issues', user growth, application ecosystem growth, first-tier VC exit burdens, second-tier coin price growth, etc. Now there is a brand new narrative that can transform 'delivery issues' into a completely new 'growth expectation'; is it not worth a shot?
Essentially, this is the transformation of thought from 'fat protocols' to 'thin applications' that I have always emphasized. Don’t expect to impress retail investors just with a white paper, a roadmap, and a tokenomics that is linearly released to VCs and teams. 'Good products speak for themselves', let applications be front-loaded and activated by the community, chain infra will inevitably catch fire sooner or later;
3) AI Agent has not isolated MEME and technology; the market's constant clamor of 'VC coin dogs ignore' and 'everything MEME' is a direct manifestation of industry gambling. AI Agent will pull the two major camps of the MEME community and the technology Builders back to a main narrative, with no opposition, only collaboration.
It is crucial whether a hardcore technology project ecosystem can give birth to a super MEME that can unite the community and foster community culture; this is not PVP, but rather a sense of community identity in PVE.
In fact, MEME, as a carrier of community cohesion, will also become part of the project's PMF, delivering MEME to the community, empowering technology to MEME, and then expanding the chain ecosystem through applications and markets, ultimately relying on tokenomics to unleash the vitality of commercialization prospects. The success of ai16z has already validated this feasibility, deserving more chains to join and learn.