The Trump family’s coin issuance sucks the market, can the AI ​​Agent track still be bullish?

Author: Haotian

Everyone must have discovered that the "certainty" spillover effect of the Trump family's introduction of huge OTC funds into the currency circle has not yet appeared. On the contrary, the "uncertainty" factor that has sucked the existing funds in the currency circle and stirred up the liquidity of DEX and CEX has already appeared. Killing all around. How to deal with it? A few observations:

1. There is no doubt that AI Agent will still be the main narrative in 2025, because the integration of AI and Crypto is not just a short-term narrative boom. Behind it is the redemption and reconstruction of the old Crypto narrative by the new productivity of AI. Almost all old narrative projects will release young vitality through AI.

The celebrity coin issuance effect brought about by $TRUMP will be a carnival of funds on and off the market for MEME-based issuance of assets, but it is likely to be a wave of "Americans buying new American coins" that divests the main narrative voice driven by Crypto technology.

This may not be good for the short term for old projects that have accumulated a lot of Holder funds. The blood-sucking stress test in the past few days is the best proof. Therefore, the most correct choice is for people in the currency circle to control the fate of the currency circle and quickly withdraw their attention to focus on the AI ​​Agent track.

2. AI Agent has almost become a river of blood in the past week. Except for a very few mainstream blue-chip projects such as $AIXBT@aixbt_agent, $arc, and #Griffain, which have strong support, most of the projects in the small and medium-sized market capitalization subdivisions have been cut in half. A devastating blow that was cut in half.

In the short term, it will dampen the market's enthusiasm for participating in AI Agent narratives, and also affect the enthusiasm for exploring subdivisions such as framework standards, DeFai, MetAiverse, GameFai, chaining, and DePinfai.

But it’s actually a good thing, because AI Agent almost reproduces the original old narrative, and even many old narrative projects have changed their vests and become the focus of new topics. This will obviously cause the market to fall into short-term chaos, and it will not be able to truly demonstrate AI. Agent’s innovation drives value.

The Trump family's MEME seems to have cooled down the dimensionality reduction blow, but projects that can continue to empower and implement after this disaster, and finally survive, will also usher in a second spring after the market recovery of AI Agent.

It seems to be an indiscriminate and destructive blood-sucking attack, but it is actually a necessary action to shuffle the cards and then capture the value.

Don't always ask what you are copying? Just follow the segmentation logic of my last article and compare and select some projects that fit your own investment logic. The projects will change a lot, but the narrative logic is absolutely correct.

3. The blood-sucking attacks of the Trump family directly exposed the problem of easy manipulation of the liquidity of the currency circle:

1. There is a natural gap in liquidity between on-chain DEX and off-chain CEX. CEX’s withdrawal of currency will put all on-chain assets under a dangerous wall;

2. The ecology on the chain lacks sufficient diversified stablecoins, financial management and other liquidity reservoirs. This leads to the emergence of phenomenal opportunities on the chain, which will inevitably lead to Fomo-style selling pressure on other currencies on the chain. This chain reaction type Selling pressure not only disrupts the market pricing mechanism, but also brings huge challenges to projects committed to building long-term value and cultivating loyal Holders;

3. Even in the on-chain ecology, there is a liquidity separation between the EVM ecology and the Solana ecology. How to use the assets on the Solana chain to buy the coins of the Base ecology and how to quickly aggregate the liquidity of the entire chain and capture the opportunities of the entire chain has become a market imperative. , this is a "product-driven" benefit for the on-chain trading center advocated by @UseUniversalX. (If you think the concept of "chain abstraction" is too abstract, try it with a bunch of problems accumulated by surfing on the chain.

The product is understandable.

above.

Generally speaking, in the general direction, it is true that the Trump family can bring a huge number of users and funds into the circle, but there is too much water in the pond and there are too many fish. Can the benefits be favored by every old Holder in the short term? There is great "uncertainty".

Under this premise, it is still recommended to focus on the "AI Agent" narrative that has attracted much attention in the currency circle as the main line choice. Don’t forget, people outside the market not only understand the importance of President Coin, but also understand #AI better than DeFi, NFT, Metaverse, etc.