Original title: AI Agent 'Causing Chaos in Heaven', Crypto Environment Changes Dramatically
Original author: Haotian
Reprint: Luke, Mars Finance
Explain why 'the big environment has changed'? Essentially, this wave of AI Agent's upsurge is a major reshuffling of the past rigid Crypto system.
From infrastructure stacking -> AI Agent application pre-positioning?
In the past, delivering a public blockchain required 1-3 years of long-term cultivation; after completing the Roadmap and TGE, it was found that user and application ecosystems were difficult to match market expectations, leading to many infrastructures that deviated from actual market needs.
In the future, regardless of the project, first let AI Agent applications run on-chain, allowing the functions, performance, and experience of AI Agents to validate the technical foundation of chain infrastructure. Use application pre-positioning to verify market demand, avoiding carrying solutions without practical applications.
From VC round financing -> Community MEME-based launch?
In the past, VC capital drove the birth of top-tier projects. The information asymmetry monopoly in the primary market led to increasingly narrow profit margins in the secondary market, resulting in Western and Eastern capital not taking over from each other, with VCs and exchanges forming teams, and many issues such as Token listings with high FDV experiencing continuous declines.
In the future, projects will be built in the form of open-source Public Goods, without white papers in the short term, but with GitHub open-source repositories, no Roadmap but visible product applications, directly financing from the secondary market, allowing AI Agents to autonomously manage assets, bringing greater imaginative space to the project through the continuous growth of asset pools and holders, where early Builders only need to continuously empower the project.
From seeking airdrops -> Partner co-construction?
In the past, project parties usually offered a certain percentage of airdrops to acquire early users and traffic. Users continuously contributed gas and time to obtain airdrops, leading to a 'witch community' culture of profit-seeking, which created operational pressure for projects or resulted in long-term exploitation by project parties, delaying expectations or empty participation, making conflicts and contradictions inevitable, resulting in a lose-lose situation.
In the future, project parties will use MEME-based secondary methods to launch, designing Tokenomics suitable for sustainable growth (LP fees, transaction taxes, reserved share releases, etc.). In this process, community users are both early investors and continuous co-builders of community consensus, and basically, those who can profit in the end are worth it, achieving a win-win.
From CEX token listing endgame -> On-chain DEX dominance?
In the past, most projects at the DEX stage had low circulation and low user bases. Only through Tokenomics design, continuous community reputation and growth, and resource 'mixing' could they obtain tickets to CEX. Under heavy pressure, some projects would lie flat after TGE.
In the future, most projects will choose to continuously build at the DEX stage, with on-chain DEX accommodating most market liquidity. Although on-chain prosperity may present a 'chaotic era,' high-quality project parties are more likely to achieve 'grassroots counterattacks' without being buried under the old system's CEX discourse, gradually trending towards DEX as the main player, 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 so many projects that there was a vast gap between top-tier and bottom-tier projects. Founders of top-tier projects, after achieving success, began to focus on abstract ideas, engaging in public welfare, charity, and becoming quite halal.
In the future, project parties that do not integrate with the community and do not consistently focus on product development will find it very difficult to emerge in the market and ecosystem. The new market operation rules will force founders to be on the front lines 'laughing and cursing.' Although this may invite doubts, a 'genuine' developer image is certainly better than a aloof 'entrepreneur,' at least from the perspective of retail investors.
Note: The above transformation and reshuffling are not absolute, nor will they happen overnight; they are more likely to give rise to a mix of various models. In the early stages, problems are likely to arise, but in any case, it represents a glimmer of hope to break through the current rigid system.