From Meme to DeFi, how does AI Agent refactor Web3 value network?

When the market is deserted, I will talk about my opinion on the entire track of web3 + ai agent.

When ai was born the year before yesterday, it can be confirmed that it is a technological revolution comparable to the invention of the Internet in the future. However, at the beginning, everyone focused on the llm large language model, and they were not sure how ai affects the real world.

If we compare the llm model to the brain, it is obvious that Ai only has the ability to analyze and reason, and it is difficult to interact with the real world. So we naturally think of adding various sensors and functional modules to llm, among which the Internet-related ones are simpler. The API interface can implement various functions, so ai officially evolved into ai agent.

The big language model is of course important, it determines the intelligence level of ai agent. The top models at present, such as openai's O3, deepseek's R1, etc., exceed the level of human doctoral students in many aspects.

So in 2024, various industries began to explore ai agent + various industries. for example

• ai agent+e-commerce, (ai directly helps to select products, generate copywriting and pictures)
• ai agent+internet, (ai programming)
• ai agent+financial, (ai real-time data analysis, and be an intelligent investment advisor)
• ai agent+supply chain, (ai optimizes supply chain management and monitors production lines)
• ai agent+education, (ai real-time tutoring, providing personalized education)

Web3 has become a huge industry so naturally it has emerged.

ai agent+web3

But web3 itself is divided into many subfields, so there will be different ways for ai agent to combine industries, such as

ai agent +meme

Ai agent directly issues meme coins on behalf of humans, which means goat farcoin

ai agent+defi

Ai agent directly replaces human analysis of market data for analysis (Aixbt), management funds (degenai) and defi operations (griffain)

ai agent+game

ai agent directly participates in game commentary (luna), play games (freya), sports betting analysis (dwain), ai game framework (digimon/dreams)

ai agent + social

Act was originally a project that studied how agents socialize, but later evolved into meme

Of course, there are also ai agent + depin, etc., which I will not go into details here.

ai agent is already an implemented technology in web2, and it is definitely not a slogan. In the web3 industry, it is nothing more than adding a process of issuing coins for everyone to hype.

Some people always say that the ai agent technology of web3 is much worse than web2, but ai agent + web3 is originally used to port the web2 technology to web3 for application. Finding the integration point of the industry is the key.

I personally subdivide web3 ai agent into the following aspects: ai agent infra (infrastructure) and ai agent (agent for special application scenarios)

1. ai agent infra (infrastructure)

1. A fine-tuned large language model

llm is equivalent to the brain of an AI agent, and llm that has not been fine-tuned is equivalent to being an graduate who is not a major. The llm that has been fine-tuned by industry data is equivalent to choosing a college student who graduated from majors. Currently, there is only Lumo that is doing this direction. The difficulty lies in the collection, cleaning and labeling of industry data.

2. Frame

There are many competitors in this direction and are also the main market line in the first two months, including elizaos, arc, swarms, etc. The ai agent framework is actually a set of rules that call each functional module by llm, which facilitates the creation of agents with unified rules.

3. Launchpad

The above frameworks are often open source code. Users need to understand some simple code when creating an ai agent and purchase their own server to deploy. ai agent launchpad is a saas version framework, which provides a code-free agent environment (users only need to manually enter a few parameters), and comes with their own server. Although the process of creating an Ai agent is further simplified, it also reduces flexibility. The well-known launchpad includes virtual, vvaifu, avaai, etc.

4. Special functions

There are other special functions projects mainly to make the ai agent run better, faster and stronger.

For example, web3 is a special industry. Due to frequent interactions with large amounts of funds, it is necessary to have sufficient independence and verifiability in the operating environment of the AI ​​agent (such as ensuring that the wallet is operated by the AI ​​agent rather than by someone). Well-known ones include phala's tee environment.

2. ai agent (agent for special application scenarios)

This direction has a very wide variety, which is considered to be exploration and innovation at the application side, and can be specifically divided into:

• Analysis class: analyze and reason a subfield and output content
• Operation class: analyze a subfield and operate directly

The following examples are used to illustrate,

1, aixbt ( @aixbt_agent )

Currently, the most well-known defi ai analyst is good at briefly analyzing various projects in the market and outputting content on x to interact with people.

2. truth of terminal ( @truth_terminal )

ai agent Trailblazers in the track, good at talking nonsense and issuing meme coins

3. ava ( @AVA_holo )

Holoworld's flagship agent is good at using video to analyze the market randomly

4, yne ( @yesnoerror )

Analyze scientific papers and correct errors

5. buzz ( @askthehive_ai )

I haven't used it. I read the introduction and users can interact with the system through a natural language interface. The agent can handle various tasks including transactions, pledges, liquidity management and market sentiment analysis.

The above are some of my analysis frameworks for web3 + ai agent track. Although it is in a low point, ai agent is also in a prosperous state in web2. It is the hottest track in 2025 and will inevitably bring it to web3. More fun products and imagination spaces are among the few directions that can continuously attract attention and builders.