With the emergence of DeepSeek, the AI track has once again sparked heated discussions. The AI Agents tokens in the crypto industry are accelerating their integration into real crypto businesses, which marks a new stage for the AI and crypto industries. Recently, HTX Ventures released the latest industry research report on the AI track, "DeepSeek ignites the "iPhone moment" of the AI track, and Agents tokens are accelerating their integration into real crypto businesses", which analyzes in detail the deep integration of AI and the crypto world, and promotes the application and implementation of AI in real crypto businesses.
The rise of DeepSeek: AI empowerment drives industry innovation
In the fourth quarter of 2024, the top Agents projects based on Launchpad are in the explosive period of their asset issuance, rapidly attracting funds and users. As the initial asset issuance boom recedes, the first asset issuance dividends of the Agents track have been basically exhausted. The market urgently needs new catalysts to break the dilemma.
Against this background, DeepSeek's innovation has brought new hope to the industry. Its breakthrough technology allows large models to improve reasoning capabilities only through pure reinforcement learning (RL), significantly reducing costs, and making AI more likely to become a truly collaborative intelligent body with humans, improving the intelligence level and user experience of Crypto Agents. This progress may inject new vitality into the Agents field and reshape the industry landscape.
The research report pointed out that the launch of DeepSeek is regarded as the "iPhone moment" of the AI track. Just as the iPhone has driven an industry revolution in the smartphone era, DeepSeek's innovative features and application scenarios are expected to lead the technological development of the crypto industry in the next few years. The unique value and accelerated development of the AI Agents track The overall AI Agents ecosystem can be roughly divided into four core sectors: The AI Agent framework, as the core infrastructure of the intelligent body ecosystem, has the core value of significantly lowering the development threshold and accelerating the implementation of AI applications. Among them, the Eliza project has built a sustainable business model with its technological innovation and ecological design. AI Launchpad is similar to the "incubator + trading platform" in the crypto field, aiming to lower the issuance threshold of AI Agent projects and help quickly start, finance and promote them.
● The AI Agent Meme coin track combines the dual narrative hotspots of AI and Meme, has a strong potential for viral transmission, and has become an important carrier for rapid capital accumulation in the short term. Representative projects include BULLY in the Virtual ecosystem, TAOCAT in the Bittensor ecosystem, and LLM.
● AI Agent applications focus on the implementation and commercialization of actual scenarios, covering multiple fields such as automated trading, asset management, market analysis, and cross-chain interaction. Representative projects include GRIFFAIN, NEUR, and BUZZ. In the future, AI Agent applications are expected to become the sector with the most growth potential in the track.
The research report believes that deep cultivation and resilience are the core competitiveness of the Agents team. The experience of Virtual, SEKOIA, ai16z and Swarm teams demonstrates this. At the same time, we must pay attention to product availability, which is the core element to promote rapid user adoption and widespread market penetration.
2025: Crypto+Agent value precipitation period, protocol revenue and user popularity are key
The AI Agent track is moving from the early stage of "driven by narrative" to the mature stage of "verifying value by data and revenue". Whether the project has sustainable profitability, real user needs, and continuous innovation in technology is the key to determining whether it can cross the market cycle.
The future directions worth paying attention to include:
● Multi-Agent system and DeFAI (decentralized finance + AI): These two directions show the huge potential of AI in complex decision-making and financial automation, and have the possibility of long-term growth.
● Functional updates of key frameworks: Continue to pay attention to the technical iterations of core AI Agent frameworks such as ELIZA and ARC. The upgrades of these frameworks may give rise to new application scenarios and business models.
● New infrastructure projects: Especially AI models, data layers and computing infrastructure designed specifically for Crypto scenarios, which will become an important cornerstone to support the next generation of AI Agent ecology.
As a leading investment institution in the industry, HTX Ventures' strategic layout in the fields of AI and encryption has always kept up with industry trends. From DeepSeek to Agents tokens, HTX Ventures has clearly seen the huge potential of the combination of AI and encryption technology, and has actively invested and laid out in this field. In the future, with the deep integration of AI and encryption technology, the industry will usher in more opportunities and challenges. HTX Ventures will continue to be committed to promoting technological innovation in the industry and leading the future of the crypto world.
For more information, please read:https://square.htx.com/wp-content/uploads/2025/03/deepseek-yinbao-ai-saidao-iphone-shike.pdf
About HTX Ventures
HTX Ventures is the global investment arm of Huobi HTX, integrating investment, incubation and research to identify the best and brightest teams in the world. As an industry pioneer, HTX Ventures has more than 11 years of experience in blockchain construction and is good at identifying cutting-edge technologies and emerging business models in the field. To drive growth within the blockchain ecosystem, we provide comprehensive support to projects, including financing, resources, and strategic advice.
HTX Ventures currently supports more than 300 projects covering multiple blockchain fields, and some high-quality projects are already traded on Huobi HTX. In addition, as one of the most active FOF funds, HTX Ventures invests in 30 top funds worldwide, and cooperates with top global blockchain funds such as Polychain, Dragonfly, Bankless, Gitcoin, Figment, Nomad, Animoca, and Hack VC to jointly build a blockchain ecosystem.