Author:Haotian
I believe everyone has discovered that the "certainty" spillover effect of the Trump family's introduction of huge off-market funds into the cryptocurrency circle has not yet appeared, but its "uncertainty" factor of sucking blood from the existing funds in the cryptocurrency circle and stirring up the liquidity of DEX and CEX has already killed all sides. How to deal with it? Let's talk about a few observations:
1) There is no doubt that AI Agent will still be the main narrative in 2025, because the integration of AI and Crypto is not just a short-term narrative craze. Behind it is the redemption and reconstruction of the old Crypto narrative by the new productivity of AI. Almost all old narrative projects will release young vitality through AI.
The celebrity coin issuance effect brought about by $TRUMP will be a carnival of on- and off-market funds for MEME-based asset issuance, but it is likely to be a divestiture of the main narrative discourse power driven by Crypto technology of "Americans buying new American currency."
This may not be a good thing for old projects that have accumulated a large amount of Holder funds in the short term, and the blood-sucking stress test in the past few days is the best proof. Therefore, it is the most correct choice for people in the cryptocurrency circle to dominate the fate of the cryptocurrency circle and quickly withdraw their attention to the AI Agent track.
2) AI Agent has been in a bloodbath in the past week. Except for a few mainstream blue-chip projects such as $AIXBT@aixbt_agent, $arc, and #Griffain, which have strong support, most of the small and medium-sized market value segment projects have suffered a devastating blow.
In the short term, it will dampen the market's enthusiasm for participating in AI Agent narratives, and will also affect the enthusiasm for exploring sub-sectors such as framework standards, DeFai, MetAiverse, GameFai, chainization, and DePinfai.
But it is actually a good thing, because AI Agent has almost replicated the original old narrative, and even many old narrative projects have become the focus of new topics by changing their vests. This will obviously cause the market to fall into short-term chaos and fail to truly demonstrate the innovation-driven value of AI Agent.
The Trump family's release of MEME seems to have cooled the market down, but the projects that can continue to be empowered and implemented after this catastrophe and ultimately survive will also have a second spring after the AI Agent market recovers.
It looks like an indiscriminate destructive blood-sucking attack, but it is actually a necessary action to shuffle the cards and capture their value.
Don’t always ask what bottom to copy? Follow the segmented track logic of my previous article , and compare and select some projects that meet your investment logic. The projects will change a lot, but the narrative logic is absolutely correct.
3) The Trump family’s blood-sucking attack directly exposed the easy manipulation of the existing liquidity in the cryptocurrency circle:
1. There is a natural gap in liquidity between on-chain DEX and off-chain CEX. If CEX closes its withdrawal function, all on-chain assets will be in danger.
2. The on-chain ecosystem lacks a sufficiently diverse liquidity reservoir of stablecoins, financial management, etc., which will inevitably lead to Fomo-style selling pressure on other on-chain currencies when phenomenal opportunities emerge on the chain. This chain reaction of selling pressure not only disrupts the market pricing mechanism, but also brings huge challenges to projects that are committed to building long-term value and cultivating loyal Holders;
3. Even in the on-chain ecosystem, there is a liquidity split between the EVM ecosystem and the Solana ecosystem. How to use assets on the Solana chain to buy coins in the Base ecosystem and how to quickly aggregate liquidity on the entire chain to capture opportunities on the entire chain has become a market necessity. This is a "product-driven" benefit to @UseUniversalX's advocacy of a new paradigm on-chain trading center that does not require a full chain. (If you think the concept of "chain abstraction" is too abstract, go and experience it with a bunch of questions you have accumulated while surfing on the chain.
The product is clear.
above.
In general, it is true that the Trump family can bring in a huge amount of users and funds into the circle, but the more water there is in the pond, the more fish there are. There is great "uncertainty" in the short term as to whether the benefits can be bestowed on every old holder.
Under this premise, it is still recommended to lock in the "AI Agent" narrative that has attracted much attention in the cryptocurrency circle as the main line of choice. Don't forget that outsiders not only understand the importance of the President Coin, but also understand #AI better than DeFi, NFT, and the Metaverse.
