1. I am optimistic about AI + DePIN, it is indeed a perfect match.

2. I am not optimistic about AI + MEME, to put it simply, it is still asset issuance; there are plenty of channels and methods for issuing assets in crypto. Every narrative MEME will give birth to a fixed Dragon One and Dragon Two. The most important thing is that if a MEME is attached to a fixed narrative, it will be greatly limited, just like $ACT.

3. I am optimistic about AI Agents. I have seen such projects in the blockchain circle, where AI understands users' intentions through chat dialogues and ultimately executes operations. However, AI Agents can take many forms, and just like the future development of crypto and intentions, we should not be overly fixated on being completely on-chain; many niche AI Agent projects can emerge.

After reading the full text, I feel that Haotian bets on AI + Crypto + MEME to create FOMO to attract funds and users from outside the circle; this idea probably came about a month late?

Regarding the final conclusion of "AI Agent + AI MEME + AI Platform + AI DePIN," I still don't have a strong feeling.

Mainly because currently, Web2's AI has not sparked the transformative change that was expected.

Of course, if leading true AI companies directly start building in Web3, it could lead to a very different scenario!