The next wave of AI Agent: VC+ community dual-wheel drive and DeFai track breaks the situation

What posture will the next AI Agent craze appear? Let me briefly talk about my opinion:

1. The continued act of celebrity coins and various MEME coins cannot bring a big feast of wealth, and will only drain the remaining liquidity in the market and overdraw the process and expectations of the bull market. Because everyone expects the presidential currency to be a "deterministic opportunity", and they are interested in the endorsement effect of its presidential reputation and real-world influence, but the logic is obviously not true, and Trump has made a proof.

This type of currency cannot escape the zero-sum game, and the result will only allow a small number of people to make money. Most retail investors are more likely to lose money and leave the market, which will aggravate the first- and second-level structural collapse of the market. In the past, VC-driven Builder The equilibrium state for the main body becomes a pure pump coin-issuing and creating a bubble model, and after a mess, a long period of post-disaster reconstruction is required.

2. The first wave of AI Agent is the AI ​​MEME boom represented by $GOAT and $ACT; the second wave is the AI ​​Infra evolution narrative represented by #ai16z and #Virtual, with single AI applications emerging. A series of value segmentation tracks such as framework standards, chainization, and DeFai; in the third wave, I tend to break the deadlock in a certain AI infra segment, and will take the high-threshold value creation path of VC+ community dual drive.

Because, although ai16z brings a wave of market popularity to the cultural axis with open source community innovation, it turns out that this wave of AI Agent craze has not lost its essence of MEMEization, and a large number of wild Dev and web3 umbrella speculative projects account for a large number of web2 wild Dev and web3 umbrella speculation projects The home court has led to a large number of AI MEME projects wearing the "value cloak" in the market in the short term. So, when $TRUMP, a simpler and more contagious presidential coin MEME appeared, the AI ​​Infra market was quickly reinstated;

3. Why is it a VC+ community dual driver? Pure VC coin driver will lose the early advantages of community-based MEME issuance, which is obviously not possible. Pure MEME coin driver will be quickly connected by the conspiracy group behind it and become a mess. The situation will be worse.

Only when VC enters the early stage to provide project parties with basic Build innovation expectations, reduce Dev's financing needs in the MEME issuance stage, and at the same time increase the threshold for the Cabal Quick Connect behind it, and finally get out of healthy on-chain asset issuance and project empowerment. Balanced mode.

It is still difficult to give an answer to how to grasp such a balance point and what form will similar projects emerge in. But there is a high probability that DeFi+ AI (DeFai) will be a potential breakthrough segment.

Because AI Agent's independent custody and controlling assets can solve the artificial Rug dilemma of traditional DeFi, and at the same time, AI Agent's independent transaction decisions will focus on the application capabilities of AI Agent. The most important thing is that AI Agent only undertakes the new front-end and back-end DeFi foundation Infrastructures such as facilities and chain abstraction are already perfect enough to quickly test the value of AI Agent combined with Crypto's scenario implementation.

Finally, although the AI ​​Agent track has temporarily fallen into a downturn, after a complete reshuffle, some projects with excellent Devs, mature product PMF development paths, and reasonable community asset incentive allocation plans.

Of course, these are all track development trends based on the sustainability of intrinsic value, because only in this way can there be an expected bull market in the process of market technological innovation evolution, and most people can seize their respective opportunities.

Once the market breaks away from the core of value creation, the concept of "bull market" may no longer exist, because the short-term prosperity of pure Gambling hype has nothing to do with bull and bear at all.