AI Agent value collapse give up or continue to stay?

Author: Haotian

6B), there is a sense of collective annihilation and death pressure. Apart from feeling heartbroken, many people are also feeling lost. What exactly happened to the AI Agent sector? Upon reflection and review, here are a few thoughts:

1. It is very common for corpses to pile up in the early stages of a new trend because the speed at which troublemakers create new assets far exceeds the speed at which innovative projects materialize. Most people are forced to ‘PVP’ in a pile of unverified concepts, although our investment research bloggers try their best to discover valuable projects with a PVE mindset, fundamentally we cannot escape it. The AI Agent narrative revolution is still a masquerade party dressed in AI MEME.

However, the Fomo or bearish sentiment of retail investors cannot determine the outcome. Once the AI Agent creates a sustainable new Lego paradigm, the choice of main funds can support whether the AI Agent can gain momentum.

2. The historical integration direction of AI + Crypto, AI Agent cannot be falsified. In the short term, many people will criticize the application value of web3’s AI Agent by comparing it with the application landing value of web2’s AI Agent, and this is understandable. However, the core driven by application of AI Agent will not change, but web2 chooses business models such as API calls and user payments, while web3 chooses Tokenomics. Therefore, all abstract concepts above AI Agent will be verified in the single AI application scenario.

For example, the DeFai-like AI Agent, using TEEs to achieve autonomous hosting of assets, is just the first step. Whether AI can autonomously transform natural language semantics into actual operations such as Swap and Staking is the second step. However, the real logic to verify the maturity of the business model is the growth of TVL locked by the AI Agent, the increase in TXs executed by users based on the AI Agent, and the optimization of user UX experience by the AI Agent’s execution of on-chain transactions (gas friction, profit probability, etc.). Before these cannot be verified, it is difficult to be absolutely certain which project will emerge.

Before that, let go of the anxiety of missing out on MEME, focus on the innovative landing benefits of some valuable projects, until a truly groundbreaking verifiable business innovation point emerges, and a mature “foundation” is formed that can accumulate abundant combined business value.

3. AI Agent seems to have been subdivided into many sub-fields including single AI, framework standards, DeFai, etc., but it has basically not departed from the ‘grassroots team’ style.

Although any innovation field cannot escape the chaotic state of the “chaotic era” in the early stage, the mature challenges behind the innovative virtual #ai16z 开源精神图腾背后的产品里创新乏力，#Agent landing, as well as the market expectations of 30-300M brought by many dev, repo, and a potential business Roadmap, are obviously biased towards “irrationality”.

It should be said that the wrong valuation and pricing system, the wrong PVP fast-pass Fomo environment, the lagging value innovation confidence, and so on, have jointly caused the short-term collapse of the AI Agent. Fortunately, the market expectation side of the AI Agent is still there, and the iron-blooded Holders, although in pain, are still holding on. Many strong, technically sophisticated, and high-threshold entrepreneurial ‘regular army forces’ are stepping into the arena, such as: #arc’s ongoing pursuit and challenge to ai16z.

Obviously, the AI Agent narrative fast asset issuance and MEME gameplay AI Agent web3 project model in the early stage has been debunked, and the next wave of innovation is gathering strength. This market cooldown may be the time window for investment research to discover potential projects.