The rise of AI agents: Why must we have confidence in the AI ​​Agent track?

AI Agent Track: Growth Engine of the crypto market in 2025 and the Future

Why are you optimistic about the AI ​​Agent track? Because it will become one of the key growth drivers of the crypto market in 2025 and even in the coming years. Let's dive into the reasons.

The recent financial market concerns about whether the Federal Reserve's interest rate cut cycle ends, leading to intensifying market volatility, and the crypto market also saw the price drop in Bitcoin and Ethereum. But I am not worried about this. My focus is not on short-term price fluctuations, but on whether there are unforeseen risks.

I have emphasized many times before that I will not sell unless the price of Bitcoin exceeds $100,000. The price is far from this level at this moment. The same is true for Ethereum prices, and selling at the current price is meaningless.

Therefore, even if the market falls, Bitcoin falls to $80,000 or even lower, and returns to the bear market, my strategy remains unchanged: hold Bitcoin and Ethereum and wait for the next bull market to arrive before making a decision. The plan is set and short-term fluctuations will not affect my strategy.

Optimistically, I think this round of crypto market has not ended yet, and the current decline may be a brief pullback. While macroeconomic policies (such as the Fed's interest rate cuts) will affect the crypto market, I think the inherent factors are more important.

The internal factors here refer to new applications, new scenarios and new models in the encryption ecosystem. These internal factors may even resist some external negative impacts and continue to promote the development of the crypto ecosystem.

I think AI Agent is the key internal driving force in this round of market. Despite the price fluctuations of Bitcoin and Ethereum, the popularity of the AI ​​Agent track remains unabated. Although some top projects have been recalled, emerging tokens and projects are still attracting funds and attention.

A significant phenomenon is that short-term surge in tokens emerge one after another, causing huge capital effects and attention. In addition, more and more old projects have begun to invest heavily in the development and layout of AI Agent.

With the influx of attention and funds, AI Agent innovations are emerging one after another and development potential is huge, which means that the driving force of this ecosystem is very strong.

Even if the external environment is not optimistic or fluctuates, the strong internal driving force still makes me optimistic about the future of the crypto ecosystem. Therefore, investors are advised not to pay too much attention to short-term volatility, but to focus on the sub-sectors and projects of interest.

Why are you optimistic about the AI ​​Agent track? The following are the key logic:

1. Application first: Although AI Agent, like the Inscription Track, focuses on asset issuance, AI Agent pays more attention to application implementation. The value of monolithic AI may be controversial, but the practicality and community influence of the top projects are obvious to all. A good user experience is the basis, and other expectations are superimposed on it.

2. Reconstructing the innovation narrative: The lightweight deployment, community issuance and IGO of AI Agent reconstructs the old technological innovation model that was dominated by VCs and relies on Roadmap stories in the past. The traditional DEX-CEX online model is difficult to solve the problems of high FDV listing and retail investors' profitability, and AI Agent provides retail investors with more opportunities.

3. Empowering old narratives: AI Agent is not simply superimposed on new narratives, it can empower old narratives. For example, in the context of AI Agent, the concept of the metaverse is more down-to-earth; AI Agent can also solve the problem of artificial Rug pull in the DeFi industry. AI Agent combined with old narratives can produce unexpected results, and TEE is just the beginning.

4. Huge market space: Currently, the market value of AI Agent is only US$15 billion, but its potential market space is expected to be US$300-500 billion, or even larger. If you consider the web2 market, the imagination space is even greater. In addition, the valuation method of AI Agent is different from DeFi's TVL valuation. Combined with the multiplier effect of the SaaS platform economy, its potential is far beyond DeFi.

5. Head effect: The core driving force of AI Agent is the driving force of leading projects and investment institutions, which are rapidly attracting resources in the crypto market and AI field. The influence of these institutions will drive the rapid development of the entire AI track and give birth to emerging fields such as DeFAI and GamfAI.

6. Channelization requirements: Although AI Agent is an off-chain product, its chainization process is advancing rapidly. The data training and interaction processes of LLMs are all off-chain, but AI Agent has a strong demand for chainization, which will give birth to chaining projects built on new frameworks and provide new growth opportunities for traditional public chains. AI Agent breaks the narrative logic of purely "on-chain" and creates huge incremental expectations.

In short, the AI ​​Agent track has great potential and deserves long-term attention.

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