Exponential Growth Opportunities: Why AI Agent is the Next “DeFi Summer”?

Why am I so sure that AI Agent will bring a DeFi Summer-level industry growth? Please believe that this judgment has nothing to do with the conspiracy group behind the pure on-chain PVP and the narrative conspiracy of pure VC coins. It is just because the macro, technology, market, community, and ecology have a sudden chemical reaction at a certain dilemma, and a trend of breaking out of the siege has emerged. Why?

In conjunction with the previous article, I will refine and simplify some of the points and share them with my friends:

1) AI Agent is not a new narrative that was born by chance. Behind it is a package of AI Narratives, including AI MEME, AI DePIN, AI Platform, and AI Rollup . It is just that AI DePIN and other basic infra have a long delivery and implementation cycle, and AI Agent is easier to implement and has stronger community participation, so it broke out faster. The entire AI family is a treasure for Crypto;

2) AI MEME is certainly important, but don’t isolate it into a Super Cycle narrative, because pure financial nihilism cannot support the trillion-dollar Crypto industry. MEME is just a narrative catalyst, a viral marketing method, a low-threshold onboarding channel for users, and the leader of the “wealth effect” cultural output of the cryptocurrency circle. Both de-MEMEization and MEMEism are wrong;

3) AI Agent will be the "hard currency" running on "chains, wallets, DApps, DEXs, CEXs" and so on in the future . Now, all running on these basic infras are tokens, and the premise for supporting the effective circulation of these tokens is "smart contracts". AI Agent = Token = smart contract. If you only regard it as a reason to issue tokens, you are wrong. In the future, chains, wallets, DEXs and other infras will fully adapt to and support "AI Agents". Those that cannot do so will not be completely eliminated, but at least they will miss this new "from protocol to end" industry paradigm upgrade;

4) The threshold for AI Agent is not low. Don’t think that integrating a framework, calling the Client via RPC, plugging in LLM, and fine-tuning some features on this basis is all there is to AI Agent (an entry-level AI Agent is easy).

However, we need to solve problems such as memory storage calls for AI Agents (DA), build a decentralized asset custody solution for AI Agents (AI+TEE), define a set of verifiable communication standards for the entire process of reasoning and verification for AI Agents (interoperablity), define a Solver intention execution network based on chain abstraction for AI Agents (Chain Abstraction), build a set of security risk control, dynamic scheduling and adaptive adjustment standards for AI Agents (Deep learning), etc.

In order to run AI Agent, the infra that is currently criticized for being too homogeneous must be refreshed and iterated at least once. How can we ignore such incremental opportunities? 5) In the Internet era, protocols win, while mobile Internet wins with user experience on the end. In the past, blockchains constantly combined complexity and stacked business logic around "fat protocols", and in the future, AI Agents will revolve around the logic of "thin applications". Therefore, the narratives of AI infra (computing power, data, reasoning, etc.) that enhances LLM and multimodal AI training + "chain abstraction" that simplifies the experience of inter-chain interaction + "intention transactions" that enhance asset management interactions + "zkVM" that promotes lightweight infra and trusted interactions will gradually become the back-end or upstream narrative technology supporting AI Agent;

6) AI Agent is a feasible narrative between DeFi and Metaverse. Compared with DeFi, it has a broader business logic scenario, and compared with Metaverse, it has tangible and visible application landing. Therefore, there is no need to worry about the "bubble" brought by AI Agent in the short term. Any major paradigm change will have bubbles in the early stage. Only those who are not afraid of Fomo can become the lucky ones who are at the forefront of the trend;

7) In the early stages of AI Agent development, don’t rush to pursue single AI live MEME. An innovative force around AI Agent’s underlying architecture specifications, cross-chain communication protocols, transaction execution standards, user interaction paradigms, and other directions is quietly happening, and there will be a lot of opportunities. Don’t get lost in the Fomo sentiment of chasing repeated MEME and pure gimmick single AI. It is enough to lock in the growth expectations of the track and select the value targets with sustained growth and key industry niches. Don’t fall on the eve of the track dividend explosion. That’s all. A friend gave the following article the "most valuable" evaluation, which made me, who has always only talked about technical popularization and rarely shared "passwords", feel really relieved, because the most advanced "calling orders" is not necessarily to share a certain Ticker, but to understand the underlying operating logic of the industry, become the industry flag bearer, let the wind blow, and let everyone follow to eat the PVE industry growth dividend.