1) TEE will become a new underlying infrastructure in the AI Agent era;

Just like ZK's technical status in the layer2 narrative, TEE will become a trendsetter in the new round of AI Agent trend. The core reason is that TEE can solve the problem of trusted isolation environment in hardware terminal environment, and it naturally has privacy and remote verifiability. It can become a key component of Agent-issued asset custody private key, Agent privacy data collection and application, Agent edge computing DePIN infra construction, etc. in the context of "everyone is equipped with AI Agent";

2) AIXBT will become Mindshare’s strongest single AI;

Compared with other vaguely determined AI Agent directions such as framework standards, chainization, DeFai, and GameFai, the narrative logic that uses single AI as an attention grabber is the most practical and has certain growth opportunities. For example, the global growth of its Twitter followers, the shift of its business scenarios toward trading, and the synergistic effects of its collaboration with other AI Agents are all highly certain and extensible business ideas.

3) ai16z will be the spiritual totem of the AI Agent open source ecosystem;

Compared with the uncertainty of the closed-source ecological expansion of the Virtual ecosystem, #ai16z adheres to the combinatorial innovation drive of the open source community and has a relatively clear development certainty. However, with a series of endorsement incidents exposed, the future ai16z's thigh-holding posture will tend to be in the direction of open source technology sharing, while pure MEME or conceptual alignment will hardly enjoy the growth buff expectations of the "whole bucket";

4) AI Agent will usher in many "top players";

The first phase of the AI Agent track was characterized by both chaos and opportunities, but the overall situation was more like a "grassroots team". As many problems were exposed in the chaos, AI Agent was being included in the strategic evolution direction by mainstream VCs, project parties, exchanges, etc. The market will be further chaotic and turbulent in the early stages of the entry of the "regular army", but after a reshuffle, excellent head projects, especially those with clear business paths and clear continuous empowerment plans, will become the new round of "mainstream", and projects that used to have pure MEME development genes and could not keep up with the subsequent empowerment may fall behind;

5) The trend of AI Agent “chaining” will be further accelerated;

AI Agent is just the starting point of the AI + Crypto narrative. The MEME-based asset issuance narrative can attract attention, but how to build the subsequent AI Agent framework standard, how to make multimodal AI Agents interoperable, how to connect AI Agents to DeFi and GamFi, etc., requires a set of predictable exploration directions around Chain. For example, DA, Oracle, interoperability, Chain Abstration, zkVM, etc. will become the necessary infrastructure for the "chainization" of the new generation of Agents, and will also reconstruct the original old narrative innovation. If nothing unexpected happens, each direction may give birth to a new AI Agent infra supporting project with a 1B level expectation.