Learn more about AI Agent's value collapses. Give up or stay behind?

Reflection and Outlook on the Current Situation of AI Agent Section

The AI ​​Agent sector has experienced drastic fluctuations recently. This article will reflect on and look forward to this and put forward a few views:

1. Full of early projects: Early stages of emerging fields are often filled with a large number of unproven concept projects, and AI Agent is no exception. Many projects issue assets quickly, but the innovation is implemented at a faster pace, which has led to market participants losing their direction among many concepts and falling into fierce competition. Although professional analysts are striving to find valuable projects, the AI ​​Agent field is still in the concept hype stage, and its ultimate success or failure depends on whether a sustainable innovation model can be formed and recognized by institutional investment. Short-term sentiment fluctuations in retail investors cannot determine the final result.

2. The convergence and verification of Web2 and Web3: AI Agent combines the advantages of artificial intelligence and cryptocurrency, and its long-term value is difficult to be completely falsified. In the short term, some people may use mature AI Agent applications in Web2 to criticize projects in Web3 that are concept-first and under-implemented, but this cannot deny the nature of AI Agent application-driven. Web2 and Web3 are just different in business models. The former uses API calls and user payment, while the latter uses Tokenomics. All abstract concepts about AI Agent ultimately need to be verified in specific application scenarios. For example, DeFi AI Agent needs to gradually realize functions such as independent asset management, on-chain transaction execution, and ultimately prove the maturity of its business model through TVL growth, transaction volume increase and user experience improvement. Before these verification results appear, it is difficult to determine which project will win in the end. Therefore, we should avoid blindly chasing hot spots, but focus on projects with innovative and implementation capabilities, and be patient to wait for projects with truly breakthrough innovation to appear.

3. Industry development stage and market expectations: Although the AI ​​Agent field currently subdivides into multiple fields such as monolithic AI, framework standards, and DeFi, it is still in the early stage of development and lacks mature industry standards and standards. Although the early innovation field is often chaotic, some open source projects are insufficiently innovative, some mature agents face challenges in landing, and some projects can obtain high market valuations based on simple concepts and technical prototypes, which is obviously unreasonable. Factors such as wrong valuation system, blind competition and lack of innovation have led to the short-term collapse of the AI ​​Agent. However, the market potential of AI Agent remains, with some powerful teams and projects entering the market, bringing new competition and innovation. The early project model that relies on concept hype has been falsified, and the next wave of innovation is brewing. The current market cooling-off period is a good time to conduct in-depth research and discover potential projects.

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