Research and investment advice on AI Agent: interpretation of popular projects included

Author: Haotian

Here are some suggestions for research and investment in AI Agent (including interpretation of popular projects):

1) The AI ​​Agent market is still in its early stages, and the overall quality is still MEME-like. Even valuable incremental projects are covered with MEME cloaks. It is difficult to understand a project using the logic of traditional value judgment. Therefore, if you see a fun, interesting and innovative project, the sooner you participate, the better. The amount of bet depends on a series of comprehensive factors such as the Holder address on the chain, community reputation, and overall market value. In short, use "technical thinking" to analyze projects and use the mentality of playing "MEME" to invest in projects;

2) The melee of AI Agent will become more and more fierce. The battle between project owners and the community over uppercase and lowercase Tickers (ELIZA vs eliza), the battle between the pros and cons of TypeScript and Rust language frameworks (ELIZA vs ARC), the battle between the social consensus of the open source ecosystem and the economic consensus of the closed ecosystem (ELIZA vs Virtual), the battle between application-oriented single AI and protocol-oriented AI Chain (AIXBT vs ZEROBRO), etc. In the future, there will be more novel, interesting and creative projects. How to judge the real and the fake? Just one point: it is enough to focus on a little micro-innovation. Any project that wants to shake up the world and subvert everything is a paper tiger.

3) AI Agent is an industry that is showing its true colors in rapid development. Compared with ELIZA, ARC looks very cool, and seems to point to a safer, higher-performance, more modular and AI Agent-adapted framework direction, but the activity of early AI Agent developers is more important. For example, when EOS was first launched, it also had the appearance of killing Ethereum in seconds, but in the end, didn’t the EVM standard win? So ARC definitely has advantages, but we have to look at the subsequent growth potential in actual implementation;

4) ELIZA framework and Virtual architecture encompass two Crypto Native wisdoms that are equally matched: decentralized open source spirit and Tokenomics economic consensus. If you stand with ELIZA, you must recognize that although it currently calls out the grand vision of open source AI World, its organizational structure is still just a social consensus alliance similar to OP Stack, and there is still a lot of room for iteration. If you stand with Virtual, you also need to clarify that after the economic model design similar to Pump,fun makes Virtual invincible, what sustainable growth value can the Virtual platform eventually bring to the AI ​​Agent industry? I don't make a choice, I want both.

5) Most projects in the field of AI Agent are still "grassroots teams". Why can one idea issue a coin? Why does one ecosystem issue multiple coins? Why do traditional AI regulars represented by Gemini 2.0 multimodal real-time communication AI disdain to issue coins to play models? Can the development route of ai16z be figured out from the beginning? There are a lot of questions, but only one answer: AI Agent is an accidental innovation in the Crypto industry. We are all just novice, and we can’t figure it out, and it’s impossible to figure it out, so there are a lot of opportunities.

6) AI Agent will definitely integrate blockchain, which goes against the common sense of many people. Indeed, from the perspective of application landing, Agent can rely on powerful algorithms to improve the level of AI intelligence and service experience. Why do we need to do decentralized custody of assets, decentralized verification of message delivery, decentralized custody of data storage, and AI Agent + Chain is a false proposition? Asking, does it mean that web2 mobile Internet is so powerful that we have to do blockchain? I can only say that people who cannot recognize the essence of decentralization are destined to not go far in the Crypto industry, and I won’t explain it in detail;