After the liquidity retreat, is the AI ​​Agent worth looking forward to in the future?

Starting! By the way, let’s talk about the recent incredible points and several future trends:

1. The emergence of $TRUMP coins has indeed brought a lot of "increment" to the currency circle. There are many new users who have entered the market through channels such as Xiaohongshu, but the wealth-making effect of the US President MEME coins does not have enough time. Digestion and undertake. Even if some incremental users and funds come, they may have been ruthlessly persuaded to withdraw from the cryptocurrency circle before they can be converted into "new" users on the chain.

However, the TRUMP team, like a demon mirror, defeated the "technology, narrative, build, issuance, and empowerment" ecosystem that has been balanced for many years, allowing everyone to see the core of the currency circle that is too Gambling.

But it is also Gambling's trump card, CEX may be unable to make a comeback. After all, VCs, exchanges and other egoists who stick to key ecological niches will become the biggest obstacle for retail investors to make profits, but DEX naturally does not have these obstacles. When TRUMP is After the huge blood draw of the field-destroying liquidity, a brand new on-chain boom market will also start again.

Focus on the chain is the main theme of 2025, and it doesn’t even matter with bull and bear.

2. DeepSeek's breakthrough in the pricing of AI big model computing power cost is obviously a great benefit to the AI ​​Agent track, but its suppression of Nvidia's bubble in the US stock market has caused a "wrong kill" of web3 AI Agent assets.

But in essence, this is the "rationality" of the AI ​​Agent asset issuance narrative bubble. The market uses the continuous price decline to reveal the truth. Now, although AI Agent has narratives such as framework standards, single AI, chainization, DeFai, MetAiverse, etc. Evolution has gone through a round, but the "fragile" problems such as immature implementation of project technology, the cabal playing the lead role, and the asset valuation system has no value support.

The AI ​​Agent is still on the eve of Summer's arrival, and it needs a complete reshuffle and reconstruct everything.

But fortunately, there will be Nirvana and rebirth.

3. The market suddenly rose in an absolute bull market sentiment, a crypto-friendly government + a burst of spring on the chain + a market of products, agreements and MEMEs. Looking at the fundamentals, it looks like the prosperous era of the currency circle is approaching, but unexpectedly, it is gone? Although the tone cannot be set yet, it will take some time for the damaged emotions and asset losses to be repaired.

The core logic is one point: there are too many asset targets in the Crypto market and the market lacks enough incremental users and funds. Fomo's sentiment cannot drive the general rise of existing old assets. In other words, everyone has the heart to accompany the industry's growth, but they can only end up with PVP in order to survive.

If the industry will eventually suffer a wave of heavenly disaster under the true nature of excessive Gambling, then the new AI Agent narrative is Nezha who breaks the deadlock with "My life is not the same as heaven".

AI Agent can bring new vitality to old narratives, let the on-chain DEXs bloom new vitality, and can bring a new PMF inversion cycle based on products + applications... Even in the short term, AI Agent gave me a waste, but It does not affect my infinite longing for it at all.

Because it can accelerate the connection between the AI ​​and Crypto world and make everything better.