Now the on-chain AI Agent track and the secondary mainstream market are experiencing a "two-faced" situation. Obviously, Smart Money is looking for opportunities on the chain. Let me briefly share my personal investment experience:
1) Framework and standard series, Github's code structure "quality" can basically explain everything, and the high technical threshold will be the first hurdle;
2) For the single AI series and AI Agent, both the upper and lower limits of their application are very high, so you must actually experience them before making a decision;
3) For the Launchpad series, the Tokenomics driver is a double-edged sword. It can build tall buildings quickly, but it can also collapse quickly. This is definitely not a manifestation of the platform's core competitiveness. If it is, be cautious in the short term.
4) Don’t worry about @shawmakesmagic’s personal tone of voice, the jokes and scolds of early founders, it is important to play with the community, and holding on to #ai16z is the main uptrend of this round of Ai Agent Summer;
5) It is true that Base and Solana are competing for supremacy, but Solana is gradually taking control of the dominant position. However, this requires us to focus our investment and research efforts on Base, because slow work produces fine results. It is not too late to intervene in the chaotic market until it runs out of consensus;
6) Who will rise or fall between ai16z and Virtual? I have expressed in the pinned article that the biggest charm of Crypto is the power of the open source developer community behind it;
7) The TEE+ concept is not a coincidence. TEE will be a key component for the long-term development of AI Agents, just as ZK is to Rollup.
8) AI Agent is becoming more and more like DeFi Summer. This is an unstoppable trend. Seeing many people pessimistic about the uselessness of Agent, I can only say that there were such voices when DeFi was rising in the early days.
9) Ai Agent track has given us technical bloggers a place to show their skills. The summer of technical bloggers is here. Please cherish those bloggers who talk about technology and principles every day and do not directly shout orders;
10) It is right for newcomers to follow the principle of getting on board first and then studying, but it is recommended to get on board with large targets with strong consensus first. The tuition fees paid for getting on board with small targets may directly discourage people from investing.
