What does “AI Agent” mean to the crypto market?

After in-depth communication with several project parties, I found that many bosses have not even realized what the emergence of "AI Agent" means? Post a post to briefly explain my understanding:

1. The trend of AI Agent did start with AI MEME. This created an illusion. Many builders believed that AI Agent was the reason for the currency issuance by the Yin Yang Group, and would be like an inscription, surrounding the story of "asset issuance" If there is a lot of excitement, there will be chicken feathers all over the place in the end.

You are right to worry, chaos is inevitable in the mainstream, but from automated tweeting to audio and video interaction to framework standard definition to the most complex automated transaction execution, the AI ​​Agent narrative continues to evolve. This is the significance of the participation of the mainstream Builder army. , good money drives out bad money, and drives the maturity of the entire track.

For retail investors, developing their own "technical sense" during this process can help them judge the pros and cons and avoid most pitfalls. Just like when the intent field became popular, there were many "centralized Bots with pre-programmed question-and-answer interactions". How could it be linked to intelligent AI? Isn't it difficult to understand? AI tells stories and kills scripts... How can such an obviously rebellious project be regarded as a mainstream AI Agent project?

2. AI Agent is just a product application presented on the front end. Behind it, there must be chain DA solution capabilities, chain interoperability capabilities, chain asset circulation and smart contract scheduling capabilities, etc. You may also have to consider "chain abstraction" experience upgrades, ZK For more sophisticated technical architecture capabilities such as verifiable interaction, a set of decentralized AI Agent as a Service will become necessary.

Therefore, the narrative of traditional chain infra embracing AI Agent is a new infra upgrade to stack up new market expectations. Otherwise, what the market needs is "delivery problem", user growth, application ecosystem growth, first-level VCs to withdraw from the baggage, and second-level currency price growth. Wait, now there is a new narrative that can turn "delivery problems" into a new "growth expectation". Isn't it worth taking a chance?

In essence, this is the transformation of thinking from "fat protocol" to "thin application" that I have always emphasized. Don't rely on a white paper and a roadmap, and a linear release of Tokenomics to VCs and teams just to impress retail investors. . "Good products can speak", let the application be front-loaded and activated by the community. Sooner or later, chain infra will become popular;

3. AI Agent does not isolate MEME from technology. The market’s insistent clamor of “VC Coin Goubuli” and “MEME Everything” is a direct manifestation of the casinoization of the industry. AI Agent will once again bring the two camps of the MEME community and the technical builder into one main narrative. There will be no opposition, only synergy.

It is very important whether a super MEME that can form a team community and condense community culture can be born within a hard-core technology project ecosystem. This is not PVP, but a PVE with a sense of community identity.

In fact, MEME, as a carrier of community cohesion, will also become part of the project's PMF. It delivers MEME to the community, empowers technology to MEME, and then expands the ecology of the large chain through applications and markets, and finally releases the vitality of commercialization prospects through Tokenomics. The success of ai16z has verified the feasibility of this, and it is worthy for more chains to join and learn.