The 'altcoin last hope' AI Agent continues to collapse. Should I hold on or Cut Loss?

6B)), there is a strong sense of collective annihilation, apart from the heartache, many people are also in confusion. What’s wrong with the AI Agent zone? Upon reflection, here are a few thoughts:

1. Corpse mountains are common in the early stages of a new trend because the speed at which troublemakers create new assets far exceeds the speed at which innovative projects land and cash out. Most people are forced to ‘PVP’ in a pile of unverified concepts, although our investment research bloggers try their best to discover valuable projects with a PVE mentality. Essentially, there is no escape. The AI Agent narrative revolution is still a masked ball wrapped in AI MEME.

However, retail investors’ Fomo or bearish sentiment cannot determine the outcome. Only when the AI Agent presents a sustainable new Lego paradigm, can the choice of main funds support whether the AI Agent can gain momentum.

2. Backed by the historic convergence of AI + Crypto, the AI Agent cannot be falsified. In the short term, many people may criticize the application value of web3’s AI Agent by comparing it to the application value of web2’s AI Agent, which is understandable. However, the core of AI Agent driven by applications will not change, only that web2 chooses API calls, user payments, and other business models, while web3 chooses Tokenomics. Therefore, all abstract concepts above AI Agent will be validated in individual AI application scenarios.

For example, DeFai like AI Agent, using TEEs to achieve autonomous hosting of assets is just the first step. Whether AI can autonomously understand and transform into real Swap, Staking, and other operations based on natural language semantics is the second step. However, the real logic to verify the maturity of the business model is AI Agent locking the growth of TVL, the increase in TXs executed by users based on AI Agent, and the optimization of user UX experience by AI Agent executing on-chain transactions (such as Gas friction, profit probability, etc.). Before these aspects are verified, it is difficult to be completely sure which project will succeed.

Before that, let go of the anxiety of missing out on MEME, focus on the innovative landing advantages of some valuable projects, until a truly breakthrough and verifiable commercial innovation point emerges, and a mature ‘zone’ that can accumulate abundant combined business value is formed.

3. AI Agent seems to have been subdivided into many sub-fields including single AI, framework standards, DeFai, etc., but basically has not moved away from the ‘grassroots’ style.

Although any innovation field cannot get rid of the chaotic state of the “chaotic era” at the beginning, the challenges of the mature agent behind the #ai16z 开源精神图腾背后的产品里创新乏力，#Virtual innovation, as well as the market expectations of 30-300M that can be brought about by a dev, a repo, and a potential commercial roadmap are obviously “irrational”.

It should be said that the wrong valuation and pricing system, the wrong PVP quick access Fomo environment, the lagging confidence in value innovation, and so on, together caused the short-term collapse of the AI Agent. Fortunately, the market expectations of AI Agent are still there, and the iron-blooded Holders, although painful, are still holding on. Many strong, technically sophisticated, and high-threshold entrepreneurial ‘regular army forces’ are stepping in, such as: #arc’s continuous pursuit and challenge to ai16z, and so on.

Obviously, the AI Agent web3 project model that relied on AI Agent’s rapid asset issuance and MEME gameplay in the early stage has been falsified, and the next wave of innovation is gathering strength. This market calm period may be the time window for investment research to discover potential projects.