Original title: AI Agent 'Causes a Stir in Heaven', Crypto Environment Changes Dramatically
Original author: Haotian
Reprinted from: Luke, Mars Finance
Explain why 'the environment has changed'? Essentially, the wave of AI Agent has stirred up a significant reshuffle of the past rigid Crypto system:
From infrastructure stacking -> AI Agent application preposition?
In the past, delivering a public chain required a long cycle of 1-3 years of cultivation. After completing the Roadmap and TGE, it was found that the user and application ecosystem could hardly match market expectations, leading to many infrastructures that deviated from actual market demands.
In the future, no matter what project, let AI Agent applications run on-chain first, allowing the functions, performance, and experience of AI Agents to validate the technical basis of the chain infrastructure. Use application prepositioning to verify market demand, avoiding bringing solutions without practical applications.
From VC round financing -> Community MEME launch?
In the past, VC capital drove the birth of top-tier projects. The information gap monopoly in the primary market resulted in increasingly narrow profit margins in the secondary market, causing Western and Eastern capital to not take over each other's projects, leading to various problems such as the accumulation between VCs and exchanges, and the continuous decline of tokens with high FDV upon launch.
In the future, projects will be built in the form of open-source Public Goods, with no white papers in the short term, but with GitHub open-source libraries, no Roadmap, but with visible product applications, directly financing in the secondary market, allowing AI Agents to autonomously manage assets, and using the continuous growth of asset pools and holders to bring greater imaginative space to the project. Early Builders only need to continuously empower the project.
From grabbing airdrops -> Partner co-building?
In the past, project parties usually offered a certain proportion of airdrops to acquire early users and traffic. Users contributed Gas and time to 'grab airdrops', but this led to a culture of 'witch communities' where people profited and escaped, causing operational pressure for the project, or a long-term relationship of exploitation where users were 'PUA-ed' by the project party, with expectations unfulfilled or empty runs, making conflict and contradiction inevitable, a lose-lose situation.
In the future, project parties will use MEME-style secondary methods to launch, designing Tokenomics suitable for sustainable growth (LP fees, trading taxes, reserved share releases, etc.). In this process, community users are both early investors and continuous co-builders of expanding community consensus. Basically, those who can accompany the project to profit are worth it, a win-win.
From CEX listing endgame -> On-chain DEX domination?
In the past, most projects in the DEX stage had low circulation and low user base. Only through Tokenomics design, continuous community reputation and growth, and resource 'mixing' could they seek a ticket to CEX. Under heavy pressure, some projects would flatline after TGE.
In the future, most projects will choose to continue building at the DEX stage. On-chain DEX will undertake most market liquidity. Although the on-chain prosperity may present a 'chaotic era', high-quality project parties have a greater probability to 'rise from the grassroots', without being buried under the old system's CEX discourse, gradually leaning towards DEX as the mainstay, with CEX existing only as a supplement to liquidity.
From entrepreneurs 'not speaking human language' -> Founders 'laughing and cursing'?
In the past, the market was very competitive, with many projects existing, resulting in a huge gap between top and tail projects. Founders of top projects, after achieving success, began to focus on abstract goals, engaging in philanthropy and charity.
In the future, project parties that do not integrate with the community and do not stay focused on product development will find it difficult for the market and ecosystem to emerge. The new market operating rules will force founders to run at the forefront, 'laughing and cursing'. Although this will invite criticism, a 'real' Dev image is always better than a lofty 'entrepreneur' persona, at least from a retail investor's perspective.
Note: The above transformation and shuffle are not absolute, and will not happen overnight. It is more likely to derive a mix of various models. In the early stage, problems will likely arise, but regardless, it is a glimmer of hope to break through the rigidity of the current system.