Why must we not miss the AI ​​Agent narrative boom?

Why must we not miss this AI Agent narrative boom? Many people still think that AI Agent is just a short-lived hot topic like "AI + DePIN, AI computing power/reasoning aggregation platform, AI MEME". But in fact, I want to say that they are just manifestations of different stages of AI + Crypto integration, and will eventually work together to drive the arrival of the main bull market. Next, let me talk about my views point by point:

1) In general, the narrative logic of AI + Crypto becoming the main bull market will not change, because the AGI large model training and the future in-depth development of the multimodal AI industry will increase the demand for traditional computing power, storage, data and other "resources", which means that the AI ​​industry will be very involuted and cruel, and monopoly will be inevitable, which will inevitably cause the "spillover" of some small and medium-sized enterprises' innovation needs.

AI will bring "incremental" fundamentals to the Crypto field, and the Crypto world can just take on this wave of overflowing resource demand.

For example, LLM training requires cheap computing power to integrate idle resources for use; for example, some vertical implementations in medical and supply chain finance-related fields require privacy, and Crypto's ZK+ distributed governance framework will become the key underlying layer; for example, distributed reasoning requires a lot of scenario-optimized algorithm matching and an incentive framework that can record the reasoning process. Isn't this exactly what Crypto Tokenomics is good at? So from a general trend point of view, AI + Crypto must be irreversible.

2) However, AI + DePIN seems to have died down after a wave of popularity. Later, many VCs invested heavily in distributed aggregation computing power, algorithms, reasoning and other AI projects, but they did not cause much trouble. Then, AI + MEME represented by GOAT and others showed everyone the new vitality of the market driven by community culture, and then the natural AI Agent coin issuance boom made the market see the new hope of AI using Crypto to achieve large-scale application.

At first glance, the AI ​​narrative from DePIN to the aggregated computing power reasoning service platform to MEME and finally to AI Agent seems to have no logic, and is it disproving the feasibility of AI + Crypto step by step?

But I think that AI + DePIN is laying the foundation infra; the distributed computing/reasoning platform is building a computing power and algorithm incentive network; AI + MEME is using the secondary wealth effect to accelerate the market education and dissemination of AI applications; AI Agent represents the final application landing and user reach.

Based on this logic, it is not difficult to find that the AI ​​+ Crypto scenarios to be built by AI + DePIN and the computing power reasoning aggregation network are too large and too heavy. The spillover demands they are trying to undertake are not fully competitive and mature in the Internet field. In the short term, they will naturally appear useless and meaningless in the Crypto field.

But what if the infra construction and application coin issuance + MEME dissemination are developed in reverse order?

First, let AI Agents with landing scenarios, needs and lightweight develop in the Crypto field. In the process, high-quality Agents can connect with the power of the MEME community for assistance. When the potential energy of all these AI asset issuances and AI MEME primitives is strong enough, will it be more reliable to tackle the AI+Crypto infrastructure?

In other words, transform from developing "fat protocols" to "thin applications", use lightweight and fast-iterable thin applications to blow the charge, and then use MEME stalks based on vertical scenarios to drive secondary market users Fomo, and finally develop fat protocols with grand technical visions, long timelines and difficult implementation. Does this logic make sense?

3) So, let's focus on the AI ​​Agent narrative. AI Agent refers to an AI intelligent service that can make decisions independently and automatically perform tasks. Its main goal is to improve the efficiency of human-computer collaboration through personalized scenario customization and automated processes.

Common AI Agents have been widely used in code development, creative content generation, research assistance, personal financial planning, professional field consulting (such as law, medical) and other scenarios.

At this point, some people will definitely think that these AI Agents have been developed on a large scale in the web2 field for a long time, and their business models such as SaaS subscription, API call billing and value-added services are all running normally. Why do they have to issue coins in the web3 circle to create bubbles? What about the promised value application landing?

In my opinion, there is actually no conflict. AI Agents do not develop well in a pure web2 environment, which is the premise for many Agents to come to web3 to issue coins. Moreover, the value precipitation of Crypto must go through a bubble blowing process. DeFi, NFT, inscriptions, GameFi, MEME, etc. are no exception. They have all experienced the Fomo period of "asset issuance story".

Although this seemingly financial nihilistic bubble period will make the entire industry appear "a mess" in the short term, the funds and users it attracts will settle down and inject momentum into the subsequent development of the industry.

NFT’s digital art may be illusory, but it actually caused ETH’s deflation. The carved art of inscriptions may be illusory, but it allowed miners to survive the shutdown before halving. Similarly, the AI ​​Agent coin issuance trend is also full of speculation in the short term, but it will bring more incremental users and funds into the Crypto circle. From a long-term perspective, these short-term nihilistic Fomo narratives will definitely precipitate corresponding value, and we must not miss the opportunity due to prejudice.

4) Finally, I want to say that AI Agent is very important for ordinary retail investors, and it is equally important for some project parties in various vertical fields who are trapped under the heavy pressure of VC coins.

From now on, we should think about how to empower our own chain with AI+narrative: embed modular AI preprocessing components? Build AI Agent tools suitable for community participation? Spread MEME cultural stalks with AI personality?

The addition of these AI elements will make your heavy and difficult-to-implement Roadmap more "young", allowing the technology landing stories that originally required a long time to be gradually applied in a lightweight way such as AI Agent, and at the same time gradually amplify the influence in a more entertaining and easy-to-spread way such as AI MEME. Instead of engaging in meaningless confrontation, why not embrace it?

Embracing lightweight AI Agent and AI MEME community culture will become the optimal solution for reshaping the heavy asset development path of past projects such as "technology, operation, community, market, and brand".

Many people don't like to MEME all the values, and they work alone with the belief of application landing, and sneer at those things that hype Fomo, so they always miss opportunities, but there are always people who like to MEME all the values, and are active in the PVP game of financial nihilism, but they are indifferent to the technology and value fundamentals that support this game, and finally end up with empty joy and exit.

Now, let’s string together AI Agent + AI MEME + AI Platform + AI DePIN into a main line. There is no difference between the opposing technologies VC coins and MEME. Let’s push forward the grand narrative of AI + Crypto together and work together to achieve this long-awaited bull market main uptrend.