A brief analysis of several "deterministic" trends in the AI ​​Agent track

Brief analysis of several "deterministic" trends in the AI ​​Agent track:

1) TEE will become a new underlying infrastructure in the AI ​​Agent era;

Just like the technical status of ZK in the layer2 narrative, TEE will become a trendsetter in the new round of AI Agent trend. The core reason is that TEE can solve the problem of trusted isolation environment in the hardware terminal environment, and it naturally has privacy and remote verifiability. It can become a key component of Agent issuing asset custody private keys, Agent privacy data collection and application, Agent edge computing DePIN infra construction, etc. in the context of "everyone is equipped with AI Agent";

2) AIXBT will become Mindshare's strongest single AI;

Compared with other fuzzy and certain AI such as framework standards, chainization, DeFai, GameFai, etc. Agent development direction, the narrative logic with single AI as the attention grabber is the most practical, and there are deterministic growth opportunities. For example, the global growth of its Twitter followers, the convergence of its business scenarios towards Trading, the synergistic linkage effect generated by its combination with other AI Agents, etc., are all highly deterministic and extensible business ideas;

3) ai16z will be the spiritual totem of the AI ​​Agent open source ecosystem;

Compared with the uncertainty of the closed-source ecological expansion of the Virtual ecosystem, #ai16z adhering to the combinatorial innovation drive of the open source community has a relatively clear development certainty. However, as a series of endorsement incidents came to light, ai16z's clinging posture will tend to the direction of open source technology sharing in the future, while pure MEME or conceptual alignment will hardly enjoy the growth buff expected by the "whole family bucket";

4) AI Agent will usher in many "number one players";

The overall feeling of the first stage of the AI ​​Agent track is that chaos and opportunities coexist, but the overall situation is more like a "grassroots team". With the exposure of many problems in the chaos, AI Agent is being included in the strategic evolution direction by mainstream VCs, project parties, exchanges, etc. The market will be further chaotic and turbulent in the early stage of the entry of the "regular army", but after a reshuffle, excellent head projects, especially those with clear business paths and clear continuous empowerment plans, will become the new round of "mainstream", while projects that have purely MEME development genes but cannot keep up with the subsequent empowerment may fall behind; 5) The "chainization" trend of AI Agent will be further accelerated; AI Agent is only the starting point for the fermentation of AI + Crypto narrative. The MEME asset issuance narrative can attract attention, but how to build the subsequent AI Agent framework standard, how to interoperate the multimodal AI Agent, how to connect the AI ​​Agent to DeFi and GamFi, etc., requires a set of predictable exploration directions around Chain. For example, DA, Oracle, interoperability, Chain Abstration, zkVM, etc. will become the necessary infrastructure for the "chainization" of the new generation of Agents, and will also reconstruct the original old narrative innovation. If nothing unexpected happens, each direction may give birth to a new AI Agent infra with 1B level expectations. Supporting projects.