Don’t hesitate to wait and see because AI Agent has no practical value yet:
1) @aixbt_agent has achieved more efficient information strategy release and mindshare than traditional KOLs through AI-driven information distribution and interaction mechanisms. Its explicit fan growth, application scenario expansion, and advertising value discovery are sufficient to prove its vertical "application value";
2) The way of "issuing assets" in the MEME way enters the market in the form of community co-construction, subverts the project-led model of traditional ICO, reconstructs the past order of build+exit liquidity, and makes capital, project parties, and community members become a new community of interests, showing sufficient "model value";
3) The natural off-chain characteristics of the LLMs large model will give rise to a whole set of blockchain infrastructure, including application scenarios of components such as TEEs, chain abstraction, DA, Oracle, inteoperability, zkVM, etc., making the construction of off-chain + on-chain trusted infra environment a new goal and mission, showing a sufficiently tense "narrative value";
4) DeFAi, GameFai, DePinFai, etc. seem to be some old projects with a new AI shell, but behind the "automatic upgrade", they have brought the application scenarios of finance, games, etc. from the general application stage to the vertical segmentation customized experience-level application stage, which is essentially redefining the "commercial value" of user experience;
AI Agent is leading a comprehensive and systematic reconstruction, including the information distribution paradigm of social media, the community-driven Tokenomics vitality, the infrastructure of on-chain + off-chain integration, customized experience upgrades for vertical application scenarios, etc. This is not a simple technology stacking, and a single perspective and latitude cannot reveal the real application landing value.
Only by looking at it cross-wise, in-depth and comprehensively can we see its true full picture.
In an immature early market, value must be diverse and mixed. The mindset of only being able to see and believe in the value of a single application will eventually reveal its limitations as the timeline lengthens.
