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AI Agent "makes havoc in heaven", the Crypto environment changes drastically

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Reprinted from panewslab

12/30/2024·4M

Explain why "the general environment has changed"? In essence, this wave of AI Agent craze is a major reshuffle of the rigid Crypto system in the past:

From infra stack——>AI Agent application pre-set?

In the past, it took 1-3 years of long-term hard work to "deliver" a public chain. After the Roadmap was completed and TGE was completed, it was found that users and the application ecosystem were difficult to match the expected market value, and there were many infras that were divorced from the actual market demand;

No matter what the project is in the future, let the AI ​​Agent application run on the chain first, and let the AI ​​Agent's functions, performance, and experience speak for themselves to support the technical foundation of the chain infra. Use application pre-processing to verify market demand and avoid having solutions but no practical applications.

From VC round financing——> Community MEME start?

In the past, VC capital drove the birth of king-level projects. The information gap and monopoly in the primary market led to an increasingly narrow profit margin in the secondary market. As a result, Western capital and Eastern capital did not take over from each other, and VCs and exchanges competed with each other to launch Tokens. High FDV, constant decline and many other problems;

In the future, the project will be built in the form of open source Public Good. There will be no white paper in the short term, but there will be a Github open source library. There will be no Roadmap, but there will be visible product applications. It will directly face the secondary market for financing, allowing the AI ​​Agent to independently manage assets and use an asset pool. The continuous growth of Holder brings greater imagination to the project. In the early stage, Builder only needs to continue to empower the project.

From Lu airdrop——>Partner co-construction?

In the past, project parties usually gave a certain proportion of airdrops in order to acquire early users, traffic, etc. Users continued to contribute Gas and time for airdrops. However, this resulted in a "Witch Community" culture of either taking one vote to make a profit and running away, which brought problems to the project. There will be pressure on follow-up operations, or a group of players will be PUAd by the project party for a long time, delaying in fulfilling expectations or running in vain, contradictions and conflicts are inevitable, and both parties will lose;

In the future, the project will use the MEME-based secondary method to launch the market and design Tokenomics (LP fees, transaction taxes, reserved share release, etc.) suitable for continued growth. In this process, community users are both early investors and the continued expansion of community consensus. If you co-build people, it is basically worth it if you can profit from running with them in the end, a win-win situation.

The end of currency listing from CEX——>On-chain DEX dominance?

In the past, most projects had low circulation and low user base in the DEX stage. Only through Tokenomics design, continuous community reputation and growth, and resource "blending" can we obtain CEX tickets. Under heavy pressure, some projects will be behind TGE. lie flat;

In the future, most projects will choose to continue building in the DEX stage. On-chain DEX will take over most of the market liquidity. Although the prosperity of the chain will present an "era of chaos", high-quality projects have a greater chance of "grassroots counterattack" , instead of being buried under the CEX voice of the old system, will it gradually tend to be dominated by DEX, with CEX only existing as a supplement to liquidity?

From the entrepreneur's "not speaking human words" to the founder's

"laughing and scolding"?

In the past, the market was very involved and there were so many projects that there was a huge gap between the top projects and the tail projects. After the founders of the top projects became successful, they began to be more modest, doing charity, charity, and being halal;

In the future, if the project team does not integrate with the community and does not always focus on the front line of the product, it will be difficult for the market and ecology to emerge. The new market operation rules will cause the founders to have to run on the front line "laughing and scolding." Although This will also lead to doubts, but is a "real" Dev image better than a superior "entrepreneur"? At least from the perspective of retail investors.

Note: The above transformation and reshuffle is not absolute, nor will it be achieved overnight. It is more likely to lead to a mixed play style of multiple modes. There will be a high probability of problems in the early stage, but in any case, it is a ray of hope to break through the current rigid system.

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