According to PANews, Trusted Execution Environments (TEE) are set to become a foundational infrastructure in the era of AI Agents, similar to the role of Zero-Knowledge (ZK) technology in Layer 2 narratives. TEE addresses the issue of creating a trusted isolated environment in hardware terminals, offering inherent privacy and remote verifiability. This makes it a crucial component in the context of widespread AI Agent deployment, facilitating asset custody, privacy data collection, and edge computing infrastructure development.
AIXBT is emerging as a leading single AI in terms of mindshare. Unlike other AI Agent directions such as framework standards, blockchain integration, decentralized finance (DeFi), and GameFi, the narrative around single AI as a focal point for attention is more grounded and presents clear growth opportunities. This is evidenced by its global Twitter following, its business alignment towards trading, and the synergistic effects generated in collaboration with other AI Agents.
The ai16z initiative is becoming a symbolic figure in the open-source ecosystem of AI Agents. In contrast to the uncertainties associated with closed-source virtual ecosystems, ai16z's commitment to open-source community-driven innovation offers a relatively clear development trajectory. However, following a series of endorsement-related incidents, ai16z is expected to shift towards technical open-source sharing, moving away from purely meme or conceptual alignments.
The AI Agent sector is anticipated to attract numerous key players. The initial phase of the AI Agent track has been characterized by chaos and opportunity, with a somewhat makeshift approach. As issues within this chaos become apparent, mainstream venture capitalists, project teams, and exchanges are incorporating AI Agents into their strategic evolution. The entry of established players will initially cause further market turbulence, but after a period of consolidation, leading projects with clear commercial paths and sustained empowerment plans will emerge as mainstream. Conversely, projects that relied solely on meme-based development may fall behind.
The trend of AI Agents becoming integrated with blockchain technology is expected to accelerate. AI Agents represent the starting point of the AI and crypto narrative. While meme-based asset issuance can attract attention, the subsequent construction of AI Agent framework standards, multimodal AI Agent interoperability, and integration with DeFi and GameFi require a predictable exploration direction centered around blockchain. This includes necessary infrastructure such as Decentralized Autonomous Organizations (DAOs), oracles, interoperability, chain abstraction, and zkVMs, which will reconstruct outdated narratives and potentially give rise to new billion-dollar AI Agent infrastructure projects.