Attention is value, AI Agent will continue to attract users and capital.

To truly grow, AI intelligent agents cannot be confined to promoting MEME coin alone.

Author: TRACE

Compilation: Deep Tide TechFlow

The rise of AI agents presents an explosive trend. New AI agents are launched every week, typically to promote specific Tokens. In these early stages, they look like a new Memecoin: just as you can launch $GOAT, you can launch a coin and attract fans to spread the Meme by building an AI agent. So, how will this trend evolve in the future? One important change is that these agents will gradually shift from promoting random Memecoins to promoting themselves. In other words, these agents will have their own Token, and as the influence of the AI agent grows, its value will also rise. These 'ownable AI agents' may become a major breakthrough in this cycle, similar to the previous cycles of Non-fungible Tokens or Decentralized Finance.

In the past, I was skeptical about AI agents. Because I was unsure whether their market timing was mature, or whether we attracted enough talent. Here's why I changed my mind:

• Distribution capability: AI agents such as @truth_terminal and @luna_virtuals have proven, at least for today, that these agents are powerful enough to establish effective distribution channels.
• Ease of creation: Developers can build agents on existing large language models using a simple and easy-to-use API; they no longer need to be experts. Projects like @vvaifudotfun are developing low-code/no-code interfaces that allow anyone to build agents.
• Meme coin effect: The issuance model of Meme coin Token demonstrates a successful form for launching and propagating AI intelligent agent coins. At the initial stage, these intelligent agents do not need to perform economic activities that directly create value for their Tokens; they just need to attract attention like Meme coin.
• Development Vision: However, in order to truly grow, AI intelligences cannot be limited to promoting MEME coin alone; the market needs a clear vision and development roadmap to demonstrate the potential future directions of these intelligences. In other words, these projects need to tell the market that while they are currently promoting their own MEME coin, in the future they may develop into traders, software engineers, or artists, ultimately worth tens of billions of dollars. As their initial development is partly reflected in their distribution capabilities, as they become more popular, they actually become more valuable.

Let me explain the last point in detail. To catalyze the adoption cycle of the entire Cryptocurrency, there must be a grand story that can penetrate the mainstream market and attract new users and capital. This story needs to be both credible and inspiring.

AI agents meet this requirement perfectly. These agents not only feel novel, but are also being recognized by the traditional technology industry. Now, AI agent companies are founded by world-class founders and have the support of some top venture capital firms (such as @agency). However, many investors cannot invest directly in these companies - they cannot even buy companies that have been around for ten years like Stripe or SpaceX - so they will gain access through cryptocurrency.

To some extent, this is similar to the concept of the metaverse in the previous cycle. Although these projects exaggerated themselves, they showed the market a grand vision through some events unrelated to Crypto Assets (such as the rise of remote work during the epidemic and Facebook renaming itself as Meta).

While many projects may seem hollow, some of them may bring revolutionary changes. AI agents are becoming more intelligent, and as the crypto market expands, excellent AI developers with the ability to build economically productive intelligent agents may realize that tokenizing their agents is a promising business strategy. Tokenized agents can provide them with faster liquidity, higher valuation, and more convenient distribution channels than traditional SaaS companies.

In the short term, the most important thing in the field of AI intelligent agents is to continue to expand distribution channels. I am optimistic about their ability to do this, for three reasons:

• Proof of Existence: We have seen from cases such as Truth Terminal that intelligent agents can establish evidence on a large scale. I expect to see more similar successful cases.
• Incentive Mechanism: If there is a speculative frenzy in the market for AI intelligent agents, seeking out and following these agents may bring substantial profits. The gold rush in the cryptocurrency field will help drive their distribution.
• Iterative improvement: Building a more attractive AI intelligent agent will be an iterative process. For example, as mentioned in the zerebro White Paper, this intelligent agent optimizes content creation by monitoring engagement metrics such as likes, shares, comments, etc., in order to enhance user interactions. This iteration will not only occur at the model level but also continuously evolve in the market, with the aim of creating increasingly engaging content.

If we accept the theory that attention is value, then as the ability of intelligent agents to attract attention increases, their value will also increase.

Currently, all of this is still in the very early stages, and the future development is full of uncertainties - the future intelligent agents may be completely different from the current ones. But what is certain is that AI intelligent agents already have the support of the market and technology, and are expected to become the next important asset class of encryption.