10 investment tips for the AI ​​Agent track: You need to seize the hidden line of ai16z, the main rising wave, and newcomers should consider the top targets first

Now the AI ​​Agent track on the chain and the secondary mainstream market are going through a "fire and ice" situation. It is obvious that Smart Money is looking for opportunities on the chain. Let me briefly share my personal investment experience:

1. Framework and standard series, Github’s code structure and “physical appearance” can basically explain everything, and the high technical threshold will be the first hurdle;

2. For the single AI series, the upper and lower limits for the application of AI Agent are very high, so you must actually experience it before making a decision;

3. As with the Launchpad series, the Tokenomics driver is a double-edged sword. It can rise quickly and collapse quickly. This is definitely not a manifestation of the core competitiveness of the platform. If it is, look at it with caution from a short-term perspective;

4. Don’t dwell on @shawmakesmagic’s personal tone of voice. The early founders laughed and cursed. It’s important to play with the community. Holding onto #ai16z’s thighs is the main theme of this round of Ai Agent Summer;

5. It is a fact that Base and Solana are competing for hegemony, but the dominance is gradually being controlled by Solana. However, this requires investment and research to focus on Base, because slow work yields meticulous work, and the market will not intervene until it comes out in a chaotic era. not too late;

6. Who will decide between ai16z and Virtual? As I expressed in the top article, the biggest charm of Crypto is the power of the open source developer community behind it;

7. The TEE+ concept did not arise by chance. TEE will be a key component for the long-term development of AI Agent, no less than ZK is for Rollup;

8. AI Agent is becoming more and more like DeFi Summer. This is an unstoppable trend. Seeing that many people are saying that Agent is useless, we can only say that this voice was also heard when DeFi was rising in the early days;

9. The Ai Agent track has once again given us technical bloggers a place to play. Summer for technical bloggers is here. Please cherish those bloggers who talk about technology and principles every day and do not directly call for orders;

10. It is right for newcomers to follow the principle of getting on the bus first and then studying and researching, but it is recommended to get the big bids with strong consensus first. The tuition fees paid by the small bids may directly persuade them to quit.