AI Agent: Reproducing New Opportunities of Decentralized Finance Summer?

The AI Agent sector is undergoing rapid development, with increasing market attention. Data shows that as of January 1, 2025, the overall market value of the AI Agent sector has exceeded $16.6 billion, with a surge of 53.79% in the past 7 days. Against the backdrop of a volatile crypto market, the AI Agent ecosystem is expanding at an astonishing pace.

Especially AI Agent projects driven by Meme culture have quickly become a new focus of traffic and attention due to their low threshold for token issuance and trading processes. These projects significantly lower the participation threshold for ordinary users by utilizing humorous expressions, highly interactive community culture, and user-friendly communication strategies, attracting a large number of non-professional users to join.

This phenomenon is, to some extent, a cultural rebellion against "VC coins" and a continuation of Meme narratives. Combined with AI Agents, it not only lowers the participation threshold and expands the potential scale of the market but also injects more inclusiveness and sustainability into the AI × Crypto narrative.

However, the development of AI Agents should not be limited to token issuance and the capture of imaginative value. Their true potential lies in on-chain transaction attributes. AI Agents are expected to become the interactive application layer of Web3, allowing users to complete all on-chain operations simply by conversing with the AI Agent, without needing to understand complex systems. This potential makes them likely to become the underlying infrastructure of Web3, deeply integrated with blockchain, smart contracts, and so on, giving rise to new application forms and business models.

From a macro perspective, the AI × Crypto narrative is rapidly completing its self-iteration. The market is gradually shifting from random token speculation to a narrative logic based on practical technology implementation. AI Agents are no longer just a hype but have genuinely integrated into the industrial logic through value capture mechanisms, such as AI-driven KOLs, yield generation tools, trading and Alpha strategy optimization, as well as the construction of underlying infrastructure.

In the field of AI Agents, infrastructure (Infra) is the core of Beta and is an almost clear opportunity for value capture. Although the explosion of AI Memecoins has stirred a frenzy of funding and market attention, the final landscape of projects that can emerge is far from certain. As a "water seller," Infra, leveraging its first-mover ecological advantage, can almost sit steadily on the fishing platform.

Data infrastructure is an important support for the development of AI Agents. One significant challenge faced by AI Agents is how to efficiently mine and utilize high-quality data. For the blockchain ecosystem, various types of data may hide billions of signals, containing many use cases that can be derived and realized.

Certain projects are centered around "Infrastructure (Data) + Application Scenarios (Coliseum) + Token Economy (AI Agent)" to attract more users and developers to operate the platform, continuously expanding the AI Agent business scenarios and stimulating platform vitality. The narrative path of this type of AI Agent Infra is very clear, focusing on the "adaptability" issues of AI agents on the chain, addressing the efficiency, stability, and intelligent needs of on-chain operations.

The improvement of infrastructure and the maturity of technology have allowed AI Agents to transition from the uncertain Alpha stage to a profitable and scalable Beta stage. The current enthusiasm for AI Agent Infra is just the beginning, and the market's demand for on-chain intelligent infrastructure is rapidly expanding. In the future, there may be more projects with clear positioning, complementary functions, and valuations that have not been fully explored, gradually being discovered by the market. Opportunities for value reassessment are often hidden in the dark lines of niche areas.

The AI Agent is not the destination, but the starting point. In the future cryptocurrency market, the AI Agent will not only be a part of the ecosystem but will also become an important driving force pushing the entire ecosystem forward. Infrastructure is the foundation of the ecosystem, and any major trend cannot be supported without it. Whether they are pioneers or potential players, their commonality lies in embedding their value into the core of the entire ecosystem through technology and logic, and the market's recognition of this value is just a matter of time.