Looking at AI Agent from the Inscription Track: What are the potential development evolution logic and investment opportunities?

Author: Haotian

Maybe everyone feels that this round of AI Agent narrative advancement is very similar to the Inscription track since 23 years ago. It is not completely equivalent to compare, it is very Make Sense. I think we can at least copy the past historical experience of the Inscription track to the AI ​​Agent track and sort out some potential development evolution logic and investment opportunities:

-The beginning of the "asset issuance" narrative bubble

There is no doubt that whether it is track directions such as inscriptions, AI Agents, or NFT, the narrative evolution is spawned from the Fomo sentiment of "asset issuance". After all, it is too early, and no one can understand this type of rapid circulation to the market. What is the use of the tokens in the future, but perhaps because of this, information asymmetry will produce a potential "get rich effect". This will promote the FOMO sentiment to spread like a snowball, resulting in a "bubble" situation where the more people are looking for wealth passwords, the more meaningless tokens will be born. This is actually difficult to avoid. On the contrary, it is the engine for the emergence of bull markets.

For example, Inscription Circuit initially hyped BRC20. In addition to being novel and fun, the core selling point was the scarcity and hype attribute of "first is first". The main logic was the first-mover advantage of the narrative creator of Dragon One and Dragon Two. AI Agent is no exception. At the beginning, AI interactive dialogue AI Agent was hyped. Goat, act, fartcoin and other coins with the same MEME attributes also appeared. The script was also similar. The MEME war around fighting for one dragon and two dragons lasted for a long time. Whether the dust has settled now is still unclear.

Of course, AI Agent's asset issuance narrative is much stronger than that of inscriptions. It at least has some utlity application attributes. It is just a question of how to enrich application scenarios such as dialogue interaction, generation of graphics and text, and link transactions, and whether it can be supported by a single application scenario. There are often hundreds of millions of FDV problems.

But what I want to remind you is that AI Agent naturally has application attributes, so the process of maturing track applications is also a process of constantly stripping away MEME. If you have to choose MEME, look for the source that best represents the cultural attribution of AI Agent.

-The competition for "framework standards" is inflamed

When the narrative of MEME's pure financial nihilism "asset issuance" reaches a certain stage, it will definitely transform into a narrative of technological empowerment, and a longer-term battle will begin around the differences in technical standards and framework protocols.

Looking back at the emergence of ARC20, SRC20, DRC20, Runes protocol and other public chain inscription burning stress test wars, etc., is it very similar to the current framework and standards between ELIZA, ARC, Virtual, Vvaifu, zerobro, Griffin, Swarms, etc. Melee?

In this process, hot spots on the track will continue to be refreshed, the same funds will continue to rotate, communities around technology will also be formed, and even some fights and wars will inevitably occur.

The so-called technical melee exists mainly because it is difficult for technology to prove its own merits at this stage. It is impossible to judge based on information such as the number of Github repo forks, the number of stars, the founder’s professional background, and the mysterious dealer’s entry into the game. Combat huge fluctuations in project existence. Because you don’t know which piece of information is mixed with water.

However, since the standard of technical merits and demerits is inscribed, technical appearance must occupy the "first place". When I sort out and analyze the technical framework, characteristics and advantages of new projects, it is also a kind of "technical screening". Although it is not necessarily accurate, it is at least It can avoid being misled by some MEME coins disguised as technology. The logic is very simple. The threshold for fraud in technical projects is not low. What needs to be challenged is the aesthetic preference of the entire developer group, which cannot be harvested by relying on a fancy website.

Generally speaking, the market at this stage is characterized by "hot spots rotation", which is mixed with various fraudulent projects, but fortunately, projects that can compete with others by selling technical products are generally not bad. Of course, don’t FOMO just because you missed a new project. There will definitely be FUD (the fate of speedruns), and there will definitely be opportunities to get on board during huge shocks. Even if you miss it, you still have to believe that there will be one with better appearance than it. At this stage, you must be right to play with money with the mentality of a scumbag.

There is no way. No matter how perfect the framework standard design is, it is just an idea at the beginning. It is no different from relying on white papers for financing in the ICO era. The best logic is that the competition is based on the digestion of information and the ability to learn and understand. I believe that the market is still innovating and iterating, and I believe there will always be success. There are better technical frameworks emerging.

Just select a project that is in good quality, continues to make iterative progress, and has a cost-effective MCAP, and then slowly wait for the gift of time.

-AI Agent "chaining" integration stage

Build around the AI ​​Agent technical standard framework is a prerequisite for the "chaining" of AI Agent, which is a key issue. Framework standards such as ELIZA, ARC, and Swarms are all designed to quickly deploy AI Agents, build powerful AI Agents, and then let AI Agents Can serve people better. Following this logic, you will find that the AI ​​Agent in the web3 field cannot only stay at the level of graphic and text information interaction. Is it just for entertainment?

If AI Agent wants to lock in Crypto's native features, it must embrace "transaction features". How to fully combine AI Agent's automatic indexing knowledge, processing information, and optimal decision-making capabilities with the automation and combinable calling features of smart contracts on the chain is the vision for AI Agent to integrate with the blockchain.

Moreover, the memory storage problems, multi-modal interaction resource optimization and trusted interaction problems existing in the AI ​​Agent itself also need to be completed by relying on the open, transparent and decentralized characteristics of the blockchain. This does not include the benefits that Tokenomics’ incentivized features can bring. Therefore, it can be concluded that AI Agent will definitely be "chained".

Looking back on the narrative of inscription asset issuance, after several waves, the market finally came to the infra narrative where VCs and developers successively deployed BTC layer 2 to seek value applications.

The same will be true for AI Agent. After a long period of disputes over asset issuance PVP and framework standards, there will be a large number of old infra chains embracing AI Agent, and some infra will also breed to provide chain services for AI Agents. At that time, decentralized AI Pump will truly become a big track at the DeFi Summer level.

As a small retail investor, it must be very scary. Is it possible that retail investors will be used as cannon fodder in the bubble narrative, and VCs will finally be left to pick the fruits of the industry? In fact, this is not the case, because MEME like AI Agent comes first, and the Build path of building a community is completely different from the logic of relying on VC to inject funds into the project in stages, and then delivering the expected final TGE to the market.

VC will definitely enter the game in a big way, but it is likely to change the gameplay. Perhaps the way in which MEME coins are implemented first and then followed by technology applications will become the norm in the new Tokenomics.