Analysis of several deterministic trends in the AI Agent track

AIXBT will become the most powerful standalone AI at Mindshare.

Author: Haotian

1) TEE will become a new underlying infrastructure in the AI Agent era;

Like ZK’s technical position in Layer 2 narrative, TEE will become a player in the new wave of AI Agents. The core reason is that TEE can solve the trusted isolation environment problem of hardware terminals, naturally possessing privacy and remote verifiability. It can become a key component in the background of ‘Everyone Equipped with AI Agent’, including Agent’s asset custody private keys, Agent’s privacy data collection and application, and Agent’s edge computing DePIN infrastructure construction.

2) AIXBT will become the most powerful standalone AI in Mindshare.

Compared with the fuzzy direction determination of frameworks, chainization, DeFai, GameFai, and other AI Agents, the narrative logic focusing on individual AI is the most practical, with deterministic growth opportunities. For example, its global growth in Twitter followers, the convergence of its business scenarios towards Trading, the synergistic effects generated by collaborating with other AI Agents, etc., are all very deterministic and scalable business strategies.

3) ai16z will be the spiritual totem of the AI Agent open source ecosystem;

Compared to the uncertainty of the closed-source ecosystem expansion of the Virtual ecosystem, #ai16z has a relatively clear development certainty driven by the combinatorial innovation of the open-source community. However, with a series of endorsement events exposed, the future posture of ai16z embracing the thighs will tend towards technological open source sharing, and pure MEME or conceptual alignment is unlikely to enjoy the ‘full package’ growth Buff expectation;

4) The AI Agent will usher in many ‘top players’;

The overall feeling of the first stage of the AI Agent track is chaotic and full of opportunities, but overall it tends to be a bit “grassroots”. With the exposure of many problems in the chaos, AI Agent is being included in the strategic evolution direction of mainstream VCs, project parties, and exchanges. The entry of the “regular army” into the early market will further create chaos and turbulence, but after a reshuffle, excellent leading projects, especially those with clear business paths and well-defined continuous empowerment plans, will become the new “mainstream”, while projects that cannot keep up with the subsequent empowerment after a pure MEME development may fall behind.

5) The trend of AI Agent “chaining” will further accelerate;

AI Agent is only the starting point of the fermentation of AI + Crypto narrative, and the narrative of MEME-based asset issuance can attract attention, but how to build the follow-up AI Agent framework standard, how to interoperate multimodal AI Agent, how to integrate AI Agent with DeFi, how to deepen the scene of GamFi, etc., requires a set of predictable exploration directions around Chain, such as, DA, Oracle, interoperability, Chain Abstration, zkVM, etc. will become the necessary infrastructure for the “chaining” of the new generation of Agent, and will also reconstruct the original old narrative innovation.