Agent Ecosystem: The New Era of Web3 Transformation

Compile: Block unicorn

Do you remember the L2 hype cycle between 2022-2023?

The best strategy at the time was to accumulate leading decentralized exchanges (DEX), top currency markets, Solidly forks, LST, yield optimizers, and so on. Everyone is chasing token issuance, mining airdrops, or locking the total value (TVL) into L2 projects like Blast to earn points.

It was chaotic back then, but effective (at least for a few months). Now, similar energy has returned - but this time, the rules have completely changed.

The agent ecosystem is reshaping everything we think we know about the market, and its structure is completely different from what we’ve seen before.

1. No VC Dominance

In the L2 era, token distribution always follows the same formula:

• 15-30% allocated to the team.
• Allocate 10-30% of venture capital (VC) and KOL risk.
• The rest is used for token issuance or incentives.

It’s not like that here. In the proxy ecosystem, tokens are 100% owned by the community. The team may launch proxy tokens and retain 5% for incentives, while the rest is handled by the market.

What does this mean?

Everyone has an equal opportunity to participate in the purchase. There are no concerns about VC unlocks or internal sales. If you want exposure, you bear the same market risks as others.

So, what about KOL’s off-exchange trading?

Some projects do offer over-the-counter trading with discounts, but they are typically:

• Strictly limited in scale.
• Limited to partners that align with the ecosystem, such as DAOs or opinion leaders actively supporting the ecosystem.

This is not a “VC pulls up, retail investors are sold off” model. It’s a fairer, leaner system that keeps power in the hands of the community.

2. No Fork

At least in Defi, there are no forks for everything from Uniswap to Liquity, and there is hardly any innovation.

Here, everything revolves around brand new innovations. Developers are not cloning existing projects but launching new proxies and use cases at an unprecedented pace.

Why? Because the development speed of artificial intelligence applications is faster:

• No need for months of review.
• Most agents take weeks, not months, to start.
• This field is full of vitality, experimentation, and creativity.

Every week there are some exciting new things. With the development of artificial intelligence technology, Web3 artificial intelligence agent narrative is also constantly developing.

3. New User Acquisition Channel

In traditional DeFi, users must:

• Find the project’s website.
• Take the time to understand the product.
• May interact with it.

While agents have subverted this script by presenting products directly to users.

Take @aixbt_agent as an example.

• It directly provides alpha in real time on CT.
• Users see value immediately, generate curiosity, and delve deeper.
• In the end, they obtained tokens to fully unlock the product.

This channel (participate first, trade later) is more efficient. With the attention to on-chain trading agents and DeFi agents, this model will become mainstream in 2025.

4. Carefully Planned Ecosystem

Unlike thousands of scattered L2 and dApps, we now have a tightly connected ecosystem, for example:

• @virtuals_io (Base)
• @ai16zdao (Solana)
• @daosdotworld (Base)
• @daosdotfun (Solana)

The difference is that developers are not attracted by grants or token issuance, but naturally join in, because:

• Fair Launch Token Economics.
• Passionate community.
• Opportunities to experiment and innovate in exciting fields.

This is what happens when Fair Launch is combined with Continuous Innovation. Developers, investors, and the community work together to drive growth.

How to position yourself in this proxy cycle

This feels like the early stages of L1 - just much faster. As early as 2020-2021, the valuations of many L1s reached a peak of over $100 billion. The same potential exists here.

If you want to find your place in it, you can pay attention to the following agents L1:

• $VIRTUAL
• $AI16Z
• $ZEREBRO
• $GRIFFAIN
• $BULLY
• $ARC

And don’t just chase after the current hot projects. Look for:

• Those underestimated projects, projects beyond the current narrative scope.
• Teams that can deliver quickly, tell compelling stories, and know how to build user mindshare.

Welcome to the new era

The agent ecosystem is not just a new L1, it is a completely different market structure - faster, leaner, and more community-driven than anything we have seen before.

We are entering a period that may reshape the way Web3 innovation operates, and the journey to a valuation of over $100 billion has just begun.

Welcome to join, my friend, we will enjoy a wonderful journey!