From TEE to chaining, a brief analysis of the five major trends in the AI ​​Agent track

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

For example, ZK's technical status under the layer2 narrative, TEE will become a trend-setter in the new round of AI Agent trend. The core reason is that TEE can solve the problem of trusted isolation environment of hardware terminal environment, and has natural privacy and remote verifiability. , it can become the key component of “everyone is equipped with AI Agent”, including Agent issuing asset custody private keys, Agent privacy data collection and application, Agent edge computing DePIN infra construction and other key components;

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

Compared with other fuzzy AI Agent directions such as framework standards, chaining, DeFai, GameFai, etc., the narrative logic with single AI as the attention grabber is the most practical and has deterministic growth opportunities. For example, the global growth of its Twitter fans, its business scenarios moving closer to the trading direction, the synergistic linkage effect produced by combining with other AI Agents, etc., are all highly deterministic and scalable business ideas;

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

Compared with the uncertainty in the closed-source ecological expansion of the Virtual ecosystem, #ai16z adheres to the combinatorial innovation drive of the open source community and has relatively clear development certainty. However, as a series of endorsement incidents come to light, ai16z's embrace of the future will tend to be in the direction of open source technology sharing, and pure MEME or conceptual alignment will be difficult to enjoy the growth buff expectations of "Family Bucket";

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

The overall feeling of the first phase of the AI ​​Agent track is that chaos and opportunities coexist, but the overall feeling is more "grass-top team". As many problems in the chaos are exposed, 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 when the "regular army" enters the initial stage. However, after some reshuffling, outstanding leading projects, especially projects with clear business paths and continuous empowerment plans, will become a new round of "mainstream". In the past, pure MEME Projects that cannot keep up with the follow-up empowerment of global development genes may be left behind;

5) The trend of AI Agent “chaining” will further accelerate;

AI Agent is just the starting point for the narrative fermentation of AI + Crypto. MEME-based asset issuance narratives can attract attention, but how to build subsequent AI Agent framework standards, how to interoperate multi-modal AI Agents, and how to integrate AI Agents into DeFi and GamFi. Scenario depth, etc., require a set of predictable exploration directions around Chain, such as DA, Oracle, interoperability, Chain Abstration, zkVM It will become the necessary infrastructure for the "chaining" of the new generation of Agents, and will also reconstruct the original old narrative innovation. If nothing else happens, a new 1B-level expected AI Agent infra supporting project may be born in each direction.