Analysis of AI Agent Track Development and Investment Opportunities

This round of the cryptocurrency cycle presents some new characteristics:

1. The decoupling of Bitcoin from other crypto assets. Bitcoin is positioned as an alternative asset similar to gold, while other cryptocurrencies like Ethereum are still regarded as high-risk tech stocks.

2. The internal ecosystem of the crypto circle is seriously imbalanced. Many high-valued projects lack practical application scenarios and users, while exchanges are shrinking their operations under regulatory pressure, resulting in insufficient buying momentum.

3. The AI Agent has unique advantages compared to Meme coins, capable of gathering a broader consensus. It can tell the story of AI infrastructure investment while also meeting the diverse needs of different investors.

From the perspective of the industrial chain, AI Agents are reshaping the valuation logic of cryptocurrency projects. As a full-chain Agent layer, it stands alongside smart contracts as a new technological foundation. Leading AI Agent framework projects are expected to reach a market value of around 5% of Ethereum.

The AI Agent will also change the internal ecosystem of the crypto space. It can simplify asset trading, project financing, and token issuance processes, improve transparency, and is expected to become a new entry point for trading.

In terms of market capitalization, the total market value of the AI Agent sector has reached 60-70% of mature sectors like DeFi and GameFi. However, referring to the Gartner curve, there is still considerable room for growth.

Possible hot directions that may emerge in the future include:

• Agent-driven cryptocurrency exchange
• Agent-driven stablecoin
• Agentification of various applications

Overall, the AI Agent sector is still in its early stages of development, with more than 10 times growth potential in the future.