Why should we have confidence in the AI Agent track?

Author: Haotian

Why should we have confidence in the AI Agent track? Next, I will share a few points of thought:

1) Although, like the inscription track, the Fomo focus of AI Agents still lies in the "asset issuance" feature, compared to the limitations of engraving on gold, AI Agents naturally leverage "application precedence." You may doubt whether a single AI, $AIXBT, can support a market value of 500 million, but @aixbt_agent, as a leading KOL, has a growing number of fans and the "practicality" of investing based on its analytical strategies is widely recognized.

For a single AI, a good user experience is the foundation, and only then can other expectations be stacked on top;

2) The lightweight deployment of AI Agents, community issuance in a MEME style, and IGO (GitHub) listing methods, etc., have restructured and reshuffled the old narrative logic of technological innovation that was previously driven by VC capital, which told the market a Roadmap story and ultimately exited through TGE.

The established industry chain of DEX------>CEX tiered listings cannot solve the problem of high FDV listings and the difficulty of retail investors profiting expectations, so let's change the order and give retail investors the opportunity to pick up quality chips from the source;

3) The emergence of AI Agents is not just stacking a new narrative; it can redeem the old narratives that have stagnated, such as the metaverse. In the last round of NFT-driven market expectations, it seemed very elusive due to development costs and delivery issues, but the metaverse in the context of AI Agents is relatively grounded. Additionally, the issue of human rug pulls in the DeFi industry can be restructured through AI Agents' autonomous management of private keys, etc.

AI Agents have the power to transform decay into magic by combining with old narratives. The hype around TEE is just the beginning; we are waiting for hot narratives like "chain abstraction, zkVM, intent-centric" to become market focal points one by one;

4) Currently, AI Agents have a meager market value of 15B in the web3 direction. Catching up with the DeFi Summer-level narrative, the expected market space will reach around 300B-500B. Just this alone already presents an incremental expectation of 20-50 times. If we also consider the entire trillion-dollar market expectation of web2, you will certainly realize that AI Agents are still in their infancy.

Don't overlook the significant difference between the locked assets in the DeFi market's TVL and the current valuation of AI Agents' MCAP. If AI Agents are combined with the multiplier effect of the SaaS platform economy, the imaginative space will be much grander than the pure TVL valuation of DeFi;

5) The core of AI Agents, #ai16z + #Virtual, is rapidly siphoning all resources related to the Crypto market and AI. Rather than defining ai16z as a project, it is better described as a large commercial IP that will drive the rapid evolution and transformation of other projects in the AI track, such as many platforms providing AI computing power, data, reasoning, algorithms, and other related fields like DeFi, Socialfi, prediction markets, DePIN, GameFi, etc.

Recently, ai16z launched Aipool $MetaV, achieving a typical case with @PhalaNetwork, which was previously unnoticed in the industry. Clinging to the ai16z leg is not just a slogan; it marks the beginning of the catfish effect catalyzed by ai16z in the industry. Soon, DeFAI, GamfAI, SocialFAI, DePINFAI, and others will ride the wave;

6) AI Agents are inherently products of an "off-chain" environment, but the "chainification" process has already begun vigorously. The data training of LLMs, the prompt interaction process, and even the data storage services behind AI Agents and front-end UX interactions all rely on off-chain environments like Twitter and Discord.

This means that AI Agents have a strong demand for "chainification," which will create the need for new chainification projects based on frameworks like ElizaOS, such as the birth of $Focai. It will also provide traditional public chains with opportunities to embrace new incremental possibilities, such as @GoPlusSecurity integrating security module plugins.

In summary, AI Agents have broken the past narrative logic of purely "on-chain" Lego stacking towers. A new infrastructure that supports the autonomy, immortality, and multimodal collaboration of AI Agents, blending on-chain and off-chain, is now on the agenda. Such a vast incremental expectation is certainly more promising than passively waiting for applications to land.