GuShiio.com The wrong PVP speed of access to the Fomo environment, the inability to keep up with the confidence in value innovation, etc. have jointly caused the short-term collapse of AI Agents.
Looking at the piles of AI Agent projects (19B–6B) that have almost bottomed out, there is a sense of death as a group. In addition to heartache, many people are confused. What happened to the AI Agent section? After reflection and review, I would like to talk about a few opinions:
1) Mountains of corpses are common in the early stages of new trends, because the speed at which troublemakers release new assets is much faster than the speed at which innovative projects are implemented and cashed out. Most people are forced to “PvP” in a lot of unverified concepts. Although our investment research bloggers try their best to discover value projects with a PVE mentality, we cannot escape in essence. The AI Agent narrative revolution is still a masquerade ball with AI MEME.
However, the Fomo or bad-mouthing sentiment of retail investors cannot determine the final outcome. Once the AI Agent runs out of the new Lego paradigm of sustainability, the choice of main funds can prove whether the AI Agent can become popular.
2) Relying on the historic integration direction of AI +Crypto, AI Agents cannot be falsified. In the short term, many people will criticize the concept of AI Agent speculation in web3 based on the application value of web2’s AI Agent, which is understandable. However, the application-driven kernel of AI Agents will not change, except that web2 has chosen business models such as API calls and user fees, and web3 has chosen Tokenomics. Therefore, all abstract concepts above AI Agents will be verified in single AI application scenarios.
For example, for DeFai AI Agents, using TEEs to realize autonomous custody of assets is only the first step. Whether AI can be independently transformed into real operations such as Swap and Staking based on natural semantic understanding is the second step. However, the logic that truly verifies the maturity of the business model is the growth of AI Agents locking in TVL, the increase in TXs for users to perform operations based on AI Agents, and the optimization of users ‘UX experience by AI Agents to perform on-chain transactions (Gas friction, profit probability, etc.). Before these cannot be verified, it is difficult to be 100% sure which project will come out;
Before that, let go of the anxiety of missing out on MEME and lock in the innovative implementation of some value projects until a verifiable business innovation point that truly breaks the game appears and a mature “foundation” that can accumulate the commercial value of a rich portfolio is formed.
3) AI Agents seem to have been subdivided into many subdivided areas including single AI, framework standards, DeFai, etc., but they basically do not deviate from the temperament of a “straw team”.
Although no innovation field can get rid of the chaos of the “chaotic era” in the early stages, the products behind the #ai16z open source spiritual totem are weak in innovation, the mature Agent implementation challenges behind #Virtual innovation, and the market expectations of 30- 300M brought by a potential commercial Roadmap are obviously “irrational”.
It should be said that the wrong valuation and pricing system, the wrong PVP fast-moving Fomo environment, and the inability to keep up with the confidence in value innovation have jointly caused the short-term collapse of AI Agents. Fortunately, the market expectations of AI Agents are still there. Although the iron-blooded Holders are in pain, they are still holding on. Many entrepreneurial “regular army forces” with strength, technical content, and high thresholds are running into the market, such as #arc’s continued catch-up and challenges to ai16z, etc.
Obviously, the three AI Agent web project models that relied on AI Agents to narrate rapid asset issuance and MEME-based gameplay in the early stage have been falsified, and the next wave of innovation is accumulating strength. This market cooling-off period may be the time window for investment research to explore potential projects.
