Why must we have confidence in the AI ​​Agent track?

Author: Haotian

Why must we have confidence in the AI ​​Agent track? Next, let me talk about some thinking logic:

1. Although like the Inscription Track, the focus of AI Agent's Fomo is still the "asset issuance" feature, but compared with the limitations of carving on gold, AI Agent naturally focuses on "application front-end", $AIXBT a You can doubt whether a single AI can support a market value of 500 million, but @aixbt_agent, as the leading KOL, is well-known for its growing number of fans and the "practicality" of investment based on its analysis strategies.

For single AI, good product user experience is the foundation, and then there are other expected stacks on top;

2. AI Agent’s thin application-style lightweight deployment, MEME-based community issuance, IGO (GitHub) listing method, etc., reconstruct and shuffle the old technology that was driven by VC capital in the past to tell the Roadmap story to the market, and finally exited with TGE Innovative narrative logic.

The solidified DEX->CEX industry chain that has been launched in stages cannot solve the problem of high FDV listings and difficulty in predicting profits for retail investors. Then simply change the order and give retail investors the opportunity to pick up high-quality chips from the source;

3. The emergence of AI Agent is not a layer of new narratives, it can redeem the old narratives that were stagnant in the past. For example, the metaverse was very illusory under the last round of NFT-driven market expectations due to problems such as development costs and delivery implementation, but AI The metaverse in the context of Agent is relatively down-to-earth; in addition, people in the DeFi industry have Rug pull problems, and can rely on AI Agents to autonomously manage private keys to achieve reconstruction, etc.

AI Agent combines old narratives with the power to turn decay into magic. TEE's popularity is just the beginning. Wait for hot narratives such as "chain abstraction, zkVM, and intent centric" to become the focus of market topics one by one;

4. AI Agent currently only has a pitiful market value of 15B in the direction of web3. If it catches up with the DeFi Summer-level narrative, it is expected to reach a market space of about 300B-500B. This alone is already expected to have an increase of 20-50 times. If it is further Taking into account the market expectation of the entire web2 trillion US dollars, you will definitely know that the current AI Agent is still in its infancy.

Don’t forget, the TVL asset lock-up in the DeFi market is very different from the current MCAP value assessment of AI Agent. If AI Agent adds the multiplier effect of the SaaS platform economy, the imagination space will be higher than the pure TVL valuation of DeFi. grander;

5. The two turbocharged carriages, ai16z + Virtual, the core of AI Agent, are rapidly siphoning all resources related to the Crypto market and AI. Rather than being defined as a project, ai16z is a large commercial IP that will drive the rapid evolution and transformation of other projects in the entire AI track, such as many AI platforms that provide AI computing power, data, reasoning, algorithms, etc., as well as other DeFi , Socialfi, prediction market, DePIN, GameFi and other related fields.

Recently, ai16z launched Aipool $MetaV to become Phala Network, which is unknown in the industry. This is a typical case. Holding on to ai16z’s thighs is not just a slogan, but the beginning of the catfish effect that is being staged in the industry under the catalysis of ai16z. Soon, DeFAI, GamfAI, SocialFAI, DePINFAI, etc. will come riding the wave;

6. AI Agent is the product of a natural "off-chain" environment, but the "on-chain" process has already begun vigorously. The data training and prompt interaction process of LLMs large models are all off-chain. Even the data storage service and front-end UX interaction behind the AI ​​Agent rely on off-chain environments such as Twitter and Discord.

This means that AI Agent has a strong need for "chaining", which will create the need to build new chaining projects based on frameworks such as ElizaOS, such as: the birth of $Focai; at the same time, it will also give some new increments to traditional public chains. Possibility of opportunities, for example, @GoPlusSecurity to do security module plugin integration.

On one point, AI Agent breaks the narrative logic of building Lego stacking buildings purely "on-chain" in the past, and creates a new infra construction that combines on-chain + off-chain to support AI Agent's autonomy, immortality, and multi-modal collaboration. Demand is on the agenda. Isn't such a huge incremental expectation more likely than waiting for the application to be implemented as a passive variable?