Analysis of several "deterministic" trends in the AI Agent track

Analysis of several “deterministic” trends in the AI Agent track:

1) TEE will become a new underlying infrastructure in the era of AI Agent;

Just as ZK’s technological position in layer2 narrative, TEE will become a trendsetter in the new wave of AI Agents. The core reason is that TEE can solve the problem of trusted isolation environment for hardware terminals, naturally possessing privacy and remote verifiability, and can become a key component in the background of “everyone equipped with AI Agents”, including Agent asset custody of private keys, Agent’s collection and application of private data, and Agent’s edge computing DePIN infrastructure construction.

2) AIXBT will become the strongest single AI in Mindshare;

Compared with other AI agents such as framework standards, chainization, DeFai, GameFai, etc., the narrative logic focused on individual AI has the most practicality and has deterministic growth opportunities. For example, the global growth of its Twitter fans, the convergence of its business scenarios towards trading, the synergistic effect generated by its collaboration with other AI agents, etc., are all very deterministic and scalable business ideas.

3) ai16z will be the spiritual totem of the AI Agent open source ecosystem;

Compared to the uncertainty of the closed-source ecosystem expansion of the Virtual ecosystem, #ai16z has a relatively clear development certainty by adhering to the combinatorial innovation driven by the open-source community. However, with a series of endorsement incidents exposed, the future posture of ai16z’s leg-hugging will tend towards technological open-source sharing, and pure MEME or conceptual alignment is unlikely to enjoy the growth buff expected from the “full package”.

4) AI Agent will usher in many ‘top players’.

The overall feeling of the first stage of the AI Agent track is chaotic with opportunities coexisting, but it tends to be somewhat ‘grassroots’. With the exposure of many problems in the chaos, AI Agent is being incorporated into the strategic evolution direction by mainstream VCs, project parties, and exchanges. The entry of the ‘regular army’ in the early market will further disrupt and be turbulent, but after undergoing a reshuffle, outstanding leading projects, especially those with clear commercial paths and continuous empowerment plans, will become the new ‘mainstream’. Projects with pure MEME development genes in the past and subsequent empowerment may fall behind.

5) The trend of AI agents becoming more blockchain-oriented will further accelerate;

AI Agent is just the starting point of the AI + Crypto narrative fermentation. The narrative of MEME-ized asset issuance can attract attention, but the subsequent construction of the standard framework for AI Agent and the interoperability of multimodal AI Agents, the integration of AI Agents with DeFi and GamFi, and the deepening of scene scenarios, all require a set of predictable exploration directions around the Chain. For example, DA, Oracle, interoperability, Chain Abstraction, zkVM, etc., will all become necessary infrastructure for the new generation of ‘chained’ Agents, and will also reconstruct the original old narrative innovation. It is not surprising that each direction may give birth to a new 1B-level expected AI Agent infrastructure project.