Looking at AI Agent narrative from the perspective of the inscription track: What are the potential development and evol

原作者: Haotian

Maybe everyone feels that this round of AI Agent narrative advancement is very similar to the inscription track in the past 23 years. The comparison is not completely identical, which is very Make Sense. I think at least we can copy the historical experience of the inscription track to the AI Agent track and sort out some potential development and evolution logic and investment opportunities:

The beginning of the bubble of the “asset issuance” narrative

There is no doubt that whether it is inscriptions, AI Agents, or the former NFTs, the narrative evolution is born from the Fomo sentiment of asset issuance. After all, it is too early and no one can figure out what the future use of such tokens that are quickly circulated in the market will be, but perhaps because of this, information asymmetry will produce a potential get rich quick effect. This will push the Fomo sentiment to spread like a snowball, resulting in a bubble situation where more people look for the code of wealth and more meaningless tokens are born. This is actually difficult to avoid, but it is the engine for the emergence of rounds of bull markets.

For example, the inscription track initially hyped BRC 20. In addition to being novel and fun, the core selling point was the scarcity hype attribute of first is first. The main logic was the first-mover advantage of the narrative creators in the battle for the first and second dragons. AI Agent is no exception. At the beginning, AI interactive dialogue AI Agent was hyped. Goat, act, fartcoin and other coins with the same MEME attributes also appeared. The script was similar. The MEME war around the first and second dragons lasted for a long time, and it is still unknown whether the dust has settled.

Of course, AI Agent’s asset issuance narrative is much stronger than inscriptions, and at least has some utlity application attributes. The only question is how to enrich application scenarios such as dialogue interaction, image and text generation, and on-chain transactions, and whether a single application scenario can support hundreds of millions of FDV.

But I would like to remind you that AI Agent naturally has application attributes, so the process of track application maturity is also a process of continuously stripping away MEME. If you have to choose MEME, find the source that best represents the cultural attribution of AI Agent.

The competition of “framework standards”

When the MEME-based pure financial nihilism asset issuance narrative is deduced to a certain stage, it will inevitably transform into a technology-enabled implementation narrative, and a longer-term round of competition will unfold around the differences in technical standards and framework agreements.

Looking back at the appearance of ARC 20, SRC 20, DRC 20, Runes Protocol and other public chain inscription burning stress test wars, isn’t it very similar to the current framework and standard melee between ELIZA, ARC, Virtual, Vvaifu, zerobro, Griffain, Swarms, etc.?

During this process, the hot spots of the track will continue to be refreshed, the same funds will continue to rotate, communities around the technology will also be formed, and even some confrontations and verbal battles are inevitable.

The so-called technical melee exists mainly because it is difficult for technology to prove its own superiority at this stage. Relying on information such as the number of Github repo forks, the number of stars, the background of the initiator, and the mysterious dealers as a reference for judgment cannot resist the huge fluctuations of the project. Because you don’t know which information is mixed with water.

However, since the standards of technical excellence are involuted, the quality of technology must take the first place. In the process of sorting out and analyzing the technical framework, characteristics and advantages of new projects, it is also a kind of technical screening. Although it may not be accurate, it can at least avoid being misled by some MEME coins dressed in technical clothes. The logic is simple. The threshold for technical project fraud is not low. What needs to be challenged is the aesthetic preferences of the entire developer group. You cant try to harvest it with a fancy website.

In general, the market at this stage is characterized by hot spot rotation, which is mixed with various fraudulent projects, but fortunately, projects that can attract attention by selling technical quality are generally not bad. Of course, dont Fomo just because you miss a new project. FUD will デフィnitely happen (the fate of a fast pass), and there will definitely be opportunities to get on board during the huge fluctuations. Even if you miss it, you must believe that there will definitely be a better one than it. At this stage, it is definitely right to play with coins with a scumbags thinking.

There is no way. No matter how perfect the framework standard design is, it is just an idea at the beginning, which is no different from relying on white papers for financing in the ICO era. The best logic is to compete on information digestion and learning comprehension. I believe that the market is still innovating and iterating, and I believe that there will always be better technical frameworks.

Just select a project with good appearance, continuous iterative progress, MCAP and cost-effectiveness, and then slowly wait for the gift of time.

AI Agent chaining integration stage

The construction of AI Agent technical standard frameworks is a prerequisite for the chaining of AI Agents. A key issue is that framework standards such as ELIZA, ARC, and Swarms are all for the rapid deployment of AI Agents, building powerful AI Agents, and then allowing AI Agents to better serve people. Following this logic, it will be found that AI Agents in the ウェブ3 field cannot just stay at the level of graphic information interaction. Is it just for entertainment?

If AI Agent wants to lock in the native characteristics of Crypto, it must embrace the transaction characteristics. How to fully combine AI Agents automatic indexing knowledge, information processing, and optimal decision-making capabilities with the automation and composable calling characteristics of on-chain smart contracts is the vision that AI Agent needs to achieve when connecting to blockchain.

Moreover, AI Agent’s own memory storage problems, multi-modal interaction resource optimization, and trusted interaction problems all need to rely on the open, transparent, and decentralized characteristics of blockchain to solve them. This does not include the benefits that トークンomics’ incentive characteristics can bring. Therefore, it can be asserted that AI Agent will definitely be “chained.”

Looking back at the narrative of inscription asset issuance after several waves, the market finally reached the infra narrative where VCs and developers successively laid out BTC layer 2 to seek the landing of valuable applications.

The same will happen to AI Agent. After a long period of asset issuance PVP and framework standard disputes, a large number of old infra chains will embrace AI Agent, and some infra chains that provide chain services for AI Agent will also emerge. At that time, decentralized AI will truly become a major track at the level of DeFi Summer.

As a small retail investor, I am sure I will be very panicked. Will retail investors be cannon fodder in the bubble narrative, leaving it to VCs to reap the fruits of the industry? In fact, this is not the case, because AI Agent, a MEME-first, builds the communitys Build path and the past logic of relying on VCs to inject funds into the project in stages and then deliver the expected final TGE to the market is completely different.

VCs will definitely enter the game with great determination, but they will probably change the way things are played. Perhaps the way MEME coins are used first and then the subsequent technology applications are implemented will become the norm for new Tokenomics.

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