AI Agent value collapse, give up or continue to stay?

The wrong PVP speedpass FOMO environment, the inability to keep up with value innovation, confidence, etc., all together caused the short-term collapse of the AI Agent.

Author: Haotian

6B)), there is a sense of collective annihilation pressure. Besides the pain, many people have fallen into confusion. What happened to the AI Agent sector? Reflecting on it, here are a few thoughts:

1. Mountains of corpses are common in the early stages of a new trend, because the speed at which troublemakers can generate new assets is much faster than the rate at which innovative projects can be realized. Most of us are forced to “PVP” in a bunch of unproven concepts, and although we investment bloggers try our best to discover value projects with a PVE mentality, we can’t escape in essence, and the AI Agent narrative revolution is still a masquerade dance with AI MEME.

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

2. The historical convergence direction backed by AI + Crypto, AI Agent cannot be falsified. In the short term, many people will criticize the speculation of web3’s AI Agent based on the practical value of web2’s AI Agent, which is understandable. However, the core driven by application of AI Agent will not change, only that web2 chose API calls, user payments, and other business models, while web3 chose Tokenomics. Therefore, all abstract concepts above AI Agent will be validated in the single AI application scenario.

For example, for DeFai-like AI Agents, using TEEs to achieve autonomous custody of assets is only the first step, and whether the AI can be autonomously converted into real operations such as swap and staking according to natural semantic understanding is the second step, but the real logic of verifying the maturity of the business model is the growth of the AI Agent locking TVL, the increase of TXs for users to perform operations based on the AI Agent, and the optimization of the user’s UX experience by the AI Agent for on-chain transactions (Gas friction, probability of profitability, etc.). Until these can’t be verified, it’s hard to be 100% sure which project will come out;

Before that, let go of the fear of missing out on MEME, focus on the innovative landing benefits of some valuable projects, until a truly disruptive and verifiable business innovation point appears, and a mature ‘foundation’ that can accumulate rich commercial value is formed.

3. AI Agent seems to have been subdivided into many sub-fields including individual AI, framework standards, DeFai, etc., but it has not fundamentally departed from the “grassroots team” temperament.

Although no innovation field can escape the chaotic state of the ‘chaotic era’ in the early stage, the maturity behind the innovation of #ai16z 开源精神图腾背后的产品里创新乏力，#Virtual Agent landing challenges, as well as the market expectations of 30-300 million brought by many one dev, one repo, and one potential commercial Roadmap, are clearly biased towards ‘irrationality’.

It should be said that the wrong valuation and pricing system, the wrong PVP speedrun Fomo environment, and the inability to keep up with the value innovation confidence side all contributed to the short-term collapse of AI Agent. Fortunately, the market expectation of AI Agent is still there, and many strong, technical, and high-threshold entrepreneurial “regular army forces” are running into the market, such as: #arc continues to catch up and challenge ai16z, etc.

Obviously, the previous AI Agent narrative rapid asset issuance and MEME-ification of the AI Agent web3 project model has been debunked, and the next wave of innovation is gathering strength. This market’s period of calm may be the time window for investment research to discover potential projects.