Why you must not miss the AI ​​Agent narrative boom?

Author: Haotian

Why don't you miss this AI Agent narrative boom? Many people still think that AI Agent is just a short-lived hot topic like "AI + DePIN, AI computing power/reasoning aggregation platform, AI MEME". But in fact, I want to say that they are just manifestations of different stages of AI + Crypto integration, and will eventually work together to drive the arrival of the main bull market. Next, let me talk about my views point by point:

1) In general, the narrative logic of AI + Crypto becoming the main bull market will not change, because the AGI large model training and the in-depth development of the future multimodal AI industry will have an increasing demand for traditional computing power, storage, data and other "resources", which means that the AI ​​industry will be very involuted and cruel, and monopoly will be inevitable, which will inevitably cause the "spillover" of some small and medium-sized enterprises' innovation needs.

AI will bring "incremental" fundamentals to the Crypto field, and the Crypto world can also take on this wave of overflowing resource demand.

For example, LLM training requires cheap computing power to integrate idle resources for use; for another example, some vertical implementations in medical and supply chain finance-related fields require privacy, and Crypto's ZK+ distributed governance framework will become the key underlying layer; for another example, distributed reasoning requires a lot of scenario-optimized algorithm matching and an incentive framework that can record the reasoning process, isn't this what Crypto Tokenomics is good at? So from a big trend point of view, AI + Crypto must be an irreversible necessity.

2) However, AI+DePIN seems to have died down after a wave of popularity. Later, many large AI projects such as distributed aggregate computing power, algorithms, and reasoning that VCs invested heavily in did not create much waves. Then, AI+MEME represented by GOAT and others showed us the new vitality of the market driven by community culture. Then, the natural AI Agent coin issuance boom made the market see the new hope of AI using Crypto to achieve large-scale application landing.

At first glance, the AI ​​narrative from DePIN to aggregate computing power reasoning service platform to MEME and finally landing on AI Agent seems to have no logic, and is it disproving the feasibility of AI+Crypto step by step?

But I think that AI+DePIN is laying the foundation infra; the distributed computing/reasoning platform is building a computing power and algorithm incentive network; AI+MEME is using the secondary wealth effect to accelerate the market education and dissemination of AI applications; AI Agent represents the final application landing and user reach.

Based on this logic, it is not difficult to find that the AI+Crypto scenarios to be built by AI+DePIN and computing power reasoning aggregation network are too large and heavy. The spillover demands they are trying to undertake are not fully competitive and mature in the Internet field. In the short term, they will naturally appear tasteless and meaningless in the Crypto field.

But what if the infra construction and application coin issuance+MEME propagation are developed in reverse order?

First, let AI Agents with landing scenarios, needs and lightweight develop in the Crypto field. In the process, high-quality Agents can connect with the power of the MEME community for assistance. When the potential energy of all these AI asset issuances and AI MEME primitives is strong enough, will it be more reliable to tackle the AI+Crypto infrastructure?

In other words, transforming from developing "fat protocols" to "thin applications", using lightweight and quickly iterable thin applications to blow the charge, and then using MEME based on vertical scenarios to drive Fomo, the secondary market users, and finally developing fat protocols with grand technical visions, long timelines and difficult implementation, this logic makes sense, right?

3) So, let's focus on the AI ​​Agent narrative. AI Agent refers to an AI intelligent service that can make autonomous decisions and automatically perform tasks. Its main goal is to improve the efficiency of human-computer collaboration through personalized scenario customization and automated processes.

Common AI Agents have been widely used in code development, creative content generation, research assistance, personal financial planning, professional field consulting (such as law, medical) and many other scenarios.

At this point, some people will definitely think that these AI Agents have been developed on a large scale in the web2 field for a long time, and their business models such as SaaS subscription, API call billing and value-added services are all running normally. Why do they have to issue coins in the web3 circle to create bubbles? What about the promised value application landing?

In my opinion, there is actually no conflict. AI Agents do not develop well in a pure web2 environment, which is the premise for many Agents to come to web3 to issue coins. Moreover, the value precipitation of Crypto must go through a bubble blowing process. DeFi, NFT, inscriptions, GameFi, MEME, etc. are no exception. They have all experienced the Fomo period of "asset issuance story".

Although this seemingly financial nihilistic bubble period will make the entire industry appear "a mess" in the short term, the funds and users it attracts will settle down and inject momentum into the subsequent development of the industry.

NFT’s digital art may be illusory, but it actually caused ETH’s deflation. The carved art of inscriptions may be illusory, but it allowed miners to survive the shutdown before halving. Similarly, the AI ​​Agent coin issuance wave is also full of speculation in the short term, but it will bring more incremental users and funds into the Crypto circle. From a long-term perspective, these short-term nihilistic Fomo narratives will definitely precipitate corresponding values, and we must not miss opportunities due to prejudice.

4) Finally, I would like to say that AI Agent is very important for ordinary retail investors, and it is equally important for some project parties in various vertical fields who are trapped under the heavy pressure of VC coins.

From now on, we should think about how to empower our own chains with AI+narratives: embed modular AI preprocessing components? Build AI Agent tools suitable for community participation? Spread MEME cultural stalks with AI personality?

The addition of these AI elements will make your heavy and difficult-to-implement Roadmap more "young", allowing the technology landing stories that originally required a long time to be gradually applied in a lightweight way such as AI Agent, and at the same time gradually amplify the influence in a more entertaining and easy-to-spread way such as AI MEME. Instead of engaging in meaningless confrontation, why not embrace it?

Embracing lightweight AI Agent and AI MEME community culture will become the optimal solution for reshaping the heavy asset development path of past projects such as "technology, operation, community, market, and brand".

Many people don't like to MEME all values, and they work alone with the belief of application landing, and sneer at those things that hype Fomo, so they always miss opportunities, but there are always people who like to value all MEME, and are active in the PVP game of financial nihilism, but they look on the technology and value fundamentals that support this game, and finally end up with empty joy and exit.

Now, let’s string together AI Agent+AI MEME+AI Platform+AI DePIN into one main line. There is no difference between opposing technologies VC coins and MEME. Together, we will promote the grand narrative of AI + Crypto and work together to achieve this long-awaited bull market.