Author: Haute
In my last article, I participated in logical relations between AI DePin, AI Meme and Ai Agent and other artificial intelligence novels. However, when it comes to exploring alpha potential for artificial intelligence, questions arise: Should we follow artificial intelligence that may come from conspiracy groups with strong wealth effects but frequent changes? Should we choose the protocols that are still in their early stages but are working to build the infrastructure? Or should we choose some wonderful independent artificial intelligence systems with specific application scenarios? To be honest, I was confused for a long time, and here are some of my shallow thoughts:
1) The large trend is undeniable. AI Agent is not “originally” nor “application”, but it is a new model for “narration” of the large -scale Blockchain ecosystem.
In other words, the arrival of the artificial intelligence agent is similar to the summer of the decentralized financing witnessed by the Blockchain technology in 2020. A huge new “bubble” recitation course will be born on issuing the distinctive symbols of the artificial intelligence factor, preserving and circulating; Create infrastructure, frameworks, standards, communications, stacks, and SAAS packaging; Developing, operating, gathering, repetitive, and implementing applications, etc.
Defi has led the brilliance of the last emerging market and raised a huge vitality on the market around the three stable currencies + lending + Dex derivatives. According to incomprehensible statistics, the closed total value of DEFI multi -chains is 134.6 billion dollars, the trading supply of stable currencies exceeded $ 100 billion, and the monthly trading volume in DeX reached 372.3 billion dollars, and the volume of lending is approximately 20 billion dollars, among things Other impressive and continuous. Data update. The size of the market and the environmental importance of the entire Defi industry in these amazing numbers is reflected, not to mention the different chains and applications created by Defi, such as MCAP and FDV.
In my view, AI Agent will create a new narrative miracle that may exceed the DEFI novels, with a fictional area of $ 200 billion or $ 500 billion. Always stop thinking about the new Defi Summer 2.0; Please keep up with the current summer narrative wave of the artificial intelligence factor and do not fail to knee.
2) Based on this logic, let’s take a look at the current “chaos” in the market of artificial intelligence agents:
1) Community conflicts and competition between AI MEMES such as $ Goat, $ Fartcoin and $ Act; 2) Competition for AI Agent Working Standards such as $ Virtual and $ AI16Z; 3) Competition for the release and trading of assets such as $ VVAIFU and $ Griffain; 4) Competition between independent AI Agent apps like $ AIXBT, $ Ava, $ Bully, etc.
You will find that time is still too early. Various lending platforms, derivatives, liquidity groups, governance symbols, etc., which appeared in decentralized financing, contained at least Ethereum and other chains that provide basic framework and implementation standards, while the ecosystem of the artificial intelligence factor does not even contain brown conditions Specialized infrastructure. From the perspective of the environmental plasticity, the chances of telling the industry provided by AI Agent are much greater than the DEFI chances.
In other words, these chaotic phenomena are not chaotic. If you are optimistic about developing the novels of the artificial intelligence agent across various sectors, any origin has a certain market value and has a user -based base that will be a high -quality origin before the massive explosion to narrate the artificial intelligence agent. The FDV rises that have reached previous assets such as YFI, CRV, UNI and Dydx, which range from hundreds of billions, should reduce your concerns.
Of course, enjoying confidence does not mean that you can act recklessly. Do not forget that besides the “older uncle”, there are also “second uncles” like the principles of false value, and these types of assets will always invade your wallet quietly with short -term but toxic attractive in the long run.
3) Because we are still already in the early narration stage, there is no reason to install participation in artificial intelligence models that are clearly manipulated by conspiracy groups. Ultimately, no one knows the impact of wealth that the early path can be released, and some of the most valuable frameworks may also face the possibility of being overlooked by competitors at any time.
In short, it is difficult to present a clear logic to discover alpha. I will only share the logic of my personal investment research as a reference:
- For AI MEMES, keep in mind only “leading coins” like $ Goat with leading narrative properties. There is no logic. If I have to say one, it would be like Bitcoin, which is a collective currency, ETHEREUM is born, a smart currency to deliver contracts.
The early Meme plays in the path, although it is specifically in the first place, an important role in educating the market and developing the user’s awareness, just as DOGE has done to generalize the encrypted currency.
- The infrastructure of the artificial intelligence factor is very important and is not estimated in the long run. For example, the early frameworks may be like $ Eliza, which contains rich open source libraries on GitHub and a particularly wide range of applications, in their early stages and can be outperformed by stronger work frameworks at any time, but their absolute advantages in open sources are sharing The advantages of the first initiative are barriers. It is very likely to build better frameworks on him, which may affect his growth capabilities, but it will not eliminate it.
If we deal with ELIZA as EVM in the era of artificial intelligence agent, there will be inevitably new business frameworks like EVM ++, compatible EVM, etc., to fill the gaps.
- The release, preservation, and circulation of the artificial intelligence agents are still at the narrative level of Meme’s assets. We must focus on the value of the platform and not be deceived by the “unwanted assets” on the platform.
Logic is simple: Artificial intelligence agent is essentially a process to achieve value based on the mechanisms of coded currency incentives for artificial intelligence scenarios. Early infrastructure, applications, protocol frameworks, etc. still is immature, so how can there be a lot of high applications at the AIXBT level? What can the convenience of the version of the symbols bring? Cognition? In the end, it only creates a bubble trap that generates noise for asset versions like Virtual and VVAIFU.
Therefore, do not exaggerate the AI Agent superior applications unless there is an absolute information feature. Other than that, by the time you see an increase in the market value, the cost effectiveness will not be high, while securing the innovative infrastructure of the platform is a different story.
- There is still a wide empty space in creating the infrastructure of the artificial intelligence factor. For example, early work frameworks such as Eliza only solve the problems of large LLM models, artificial intelligence agent’s dialogue and have been applied to Twitter, Discord and other scenarios, but they often only match Web2 information. When will there be an Eliza ++ version that can connect the Eliza framework to the WEB3 trading scenarios based on the general series models? This deserves to be looking for.
Moreover, while platforms such as Virtual and VVAIFU can quickly release assets, they still lack a great deal of decentralized memorization and AMM’s intention -based trading. When will the AI Agent + Tee + TEE management method that has been previously discussed? Can the assets version platforms expand the new gameplay in trading and provide trading methods and more interesting incentive models?
In addition, can we have some chains that build interaction criteria for artificial intelligence agents, to become a cosmos era of artificial intelligence agents, and provide standard inter -operating capabilities? Or chains that build the storage units of permanent memory units of artificial intelligence agents, providing the DA capabilities? There are also needs for AI Agent tools, implementation engines, compound packaging services, etc.
With this technology and supportive infrastructure drives by the market, will you remain concerned about keeping a set of incomprehensible memes?
That’s it.
As for the different layers, high -performance chains, infrastructure across chains, chain abstraction, DA group chains, second layers, storage, etc., based on the smart contract model, where is the exit? Besides the problems of PMF delivery for the current landfill applications of infrastructure, one of the penetration points is the new concept of “riding an artificial intelligence agent”.
Therefore, any series can jump to provide communication protocols, DA, and applications and other service capabilities for artificial intelligence agents worth paying attention to. Of course, among them will definitely be chains that ride the concept purely, but that is still better than stagnant chains and dependent on the achievements of the past.
However, please focus on the AI Agent path and welcome the main ups of the main oud of this epic upward market.
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