Changing fate? Why ordinary retail investors should not miss the AI Agent narrative boom?

Author:Haotian

Why should we not miss this AI Agent narrative craze? Many people still think that AI Agent is just a short-lived hot topic like "AI + DePIN, AI computing power/inference 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 that AI+Crypto will become the main uptrend of this bull market will not change, because the AGI large-scale model training and the in-depth development of the future multimodal AI industry will place greater and greater demands on traditional computing power, storage, data and other "resources". This means that the AI industry will be very inward-looking 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 also take on this wave of overflow resource demand.

For example, LLM training requires cheap computing power, which can integrate idle resources for use; for example, vertical implementation in some medical and supply chain finance-related fields requires 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 what Crypto Tokenomics is good at? So from a big trend point of view, AI + Crypto must be an irreversible inevitability.

2) However, AI+DePIN seems to have died down after a wave of popularity. Later, many large AI projects such as distributed aggregate computing power, algorithms, and reasoning that were heavily invested by VCs failed to create much waves. A while ago, AI+MEME represented by GOAT showed everyone the new vitality of the market driven by community culture. Then, the natural connection of AI Agent coin issuance made the market see the new hope of AI realizing large-scale application with the help of Crypto.

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 be illogical, and is disproving the feasibility of AI + Crypto step by step?

But I think that AI+DePIN is laying the basic infra; the distributed computing/inference 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; and 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 computing power reasoning aggregation networks 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 infra construction and application coin issuance + MEME dissemination are developed in reverse order?

First, allow lightweight AI Agents that have practical scenarios and needs to develop in the Crypto field. During the process, high-quality Agents can connect with the MEME community for support. When the potential energy of all AI asset issuance and AI MEME primitives is strong enough, wouldn’t it be more reliable to tackle the AI+Crypto infrastructure?

In other words, transform from developing "fat protocols" to "thin applications", use lightweight and quickly iterable thin applications to blow the charge, then use MEME based on vertical scenarios to drive secondary market users Fomo, and finally develop fat protocols with grand technical visions, long timelines and difficult implementation. Doesn't 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 autonomously and automatically perform tasks. Its main goal is to improve the efficiency of human-machine collaboration through personalized scenario customization and automated processes.

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

At this point, some people will definitely think, haven’t these AI Agents 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 well, so why do they have to issue coins in the web3 circle to create a bubble? Where are the promised value applications?

In my opinion, there is 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 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 to be in 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 nothing, but it actually caused ETH’s deflation. The carved art of inscriptions may be nothing, but it allowed miners to survive the shutdown before the 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 values, and we must not miss the opportunity due to prejudice.

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

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

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

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

There are many people who don’t like to MEME all the values. They work alone with the belief of implementing applications and sneer at the hype of Fomo. Therefore, they always miss opportunities. However, there are also people who like to MEME all the values and are active in the PVP games of financial nihilism, but they are indifferent to the technology and value fundamentals that support this game, and finally end up being eliminated with empty joy.

Now, let’s string together AI Agent + AI MEME + AI Platform + AI DePIN into a main line. There is no difference between 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.