Exponential Growth Opportunities: Why AI Agent is the Next “DeFi Summer”?

Why am I convinced that AI Agent will bring about a DeFi Summer-level industry growth? Please believe that this judgment has nothing to do with the conspiracy group behind pure on-chain PVP or the narrative conspiracy of pure VC coins. It is just because of the sudden chemical reaction of macro, technology, market, community, and ecology at a certain dilemma point. A trend force that breaks out of the siege. Why?

In conjunction with the previous article, I will refine and simplify some points and share them with my friends:

1. AI Agent is not a new narrative born by chance. Behind it is a package of AI Narrative buckets such as AI MEME, AI DePIN, AI Platform, and AI Rollup . However, because basic infra such as AI DePIN has a long delivery and implementation cycle, AI Agent is more It is easy to implement and has stronger community participation, so it exploded faster. The entire AI family bucket is a treasure for Crypto;

2. AI MEME is of course important, but don’t isolate it into a Super Cycle narrative, because pure financial nihilism cannot support the Crypto industry with a market value of trillions. MEME is just a narrative catalyst, a viral marketing method, and A low-threshold channel for Onboard users, it is also the backbone of the cultural output of the “wealth effect” in the currency circle. The de-MEMEization of the industry and MEME-onlyism are both wrong;

3. AI Agent will be the "hard currency" running on "chains, wallets, DApps, DEX, CEX", etc. in the future . What runs on these basic infras now are Tokens, and the prerequisite for supporting the effective circulation of these Tokens It is a "smart contract", AI Agent = Token = smart contract, if you only regard it as the reason for issuing Token, you would be completely wrong. In the future, infras such as chains, wallets, and DEX will fully adapt to and support "AI Agent". Infras that cannot do this will not be completely eliminated, but at least they will miss this new "from protocol to end" industry paradigm upgrade;

4. The threshold for AI Agent is not low. Don’t think that integrating a set of frameworks, calling the Client via RPC, plugging in LLM, and fine-tuning some Features is all there is to an AI Agent (an entry-level AI Agent is very easy ).

However, it solves problems such as Memory storage and calling (DA) for AI Agent, builds a decentralized asset custody solution (AI+TEE) for AI Agent, and defines a set of verifiable reasoning and verification whole-process communication standards for AI Agent ( interoperablity), define a set of Solver intent execution network based on chain abstraction premise for AI Agent (Chain Abstraction), build a set of security risk control, dynamic scheduling and adaptive adjustment standards (Deep learning) for AI Agent, etc.

In order to run through the AI ​​Agent, infra, which is currently criticized for being too homogeneous, needs to be refreshed and iterated at least once. How can we turn a blind eye to such incremental opportunities? 5) In the Internet era, protocols win, while the mobile Internet wins by user experience. In the past, blockchains continued to combine complexity and stack business logic around "fat protocols". In the future, AI Agents will focus on the logic of "thin applications". Therefore, AI infra (computing power, data, reasoning, etc.) that enhances LLM and multi-modal AI training + "chain abstraction" that simplifies the interactive experience between chains + "intent transaction" that enhances asset management interaction + promotes lightweight and trustworthy infra Interactive “zkVM” and other narratives will gradually become the back-end or upstream narrative technology that supports AI Agent;

6. AI Agent is a set of feasible narratives between DeFi and Metaverse. Compared with DeFi, it has a broader business logic scenario. Compared with Metaverse, it has tangible and visible application implementation. Therefore, there is no need to Anxiety about the short-term "bubble" brought by AI Agent. There will be bubbles in the early stages of any major paradigm change. Only those who are not afraid of Fomo will be the lucky ones who are at the forefront of the trend;

7. In the early stages of the development of AI Agent, don’t rush to pursue single AI and live MEME. An innovative force surrounding AI Agent’s underlying architecture specifications, cross-chain communication protocols, transaction execution standards, user interaction paradigms, etc. is quietly taking place, and there will be big changes. Give birth to a lot of opportunities. Don’t get lost in the FOMO mood of chasing repetitive memes and pure gimmick single AI. It’s enough to lock in track growth expectations and select the right value targets with sustained growth and key ecological niches in the industry. Don’t fall for the explosion of track dividends. the night before. above. A friend gave the following article the "most valuable" rating, which made me feel really happy as I have always only talked about technical knowledge and rarely shared "passwords", because the most advanced "order" is not necessarily sharing a certain ticker. Rather, it is about understanding the operating logic at the bottom of the industry, becoming a flag bearer in the industry, letting the wind blow, and letting everyone follow the industry growth dividends of PVE.