Analysis of the Development Prospects and Potential of the AI Agent Track

In this round of the cryptocurrency cycle, Bitcoin has shown a clear decoupling phenomenon from other crypto assets. Bitcoin's positioning as an alternative asset has gained mainstream recognition, while other cryptocurrencies like Ethereum have not yet achieved widespread acceptance. This is mainly due to the differences in asset positioning and the current macroeconomic environment's insufficient attraction of funds to crypto assets.

The internal ecosystem of the cryptocurrency circle also experiences a serious imbalance between supply and demand. Although the total amount of funds in the market has exceeded that of the previous bull market, most projects have not found practical application scenarios. This phenomenon stems from previous excessive financing by venture capital in the cryptocurrency circle, which overlooked project quality in order to fulfill investment tasks. At the same time, centralized exchanges are shrinking their operations under regulatory pressure, resulting in insufficient buying momentum for new projects.

In this context, the AI Agent track has unique advantages compared to Meme coins. It can consolidate the consensus of different groups and become the greatest common divisor of the web3 industry in this cycle. AI Agent reshapes the industrial chain and valuation logic of cryptocurrency, becoming a technological underpinning parallel to smart contracts.

From a valuation perspective, top AI Agent projects may reach about 5% of Ethereum's market cap. For example, ai16z has a market cap growth potential of 8-10 times; Virtual type projects may have a 6 times space; the market cap ceiling of Freysai (FAI) may be between 5 to 10 billion dollars.

The AI Agent is expected to transform the competitive ecosystem in the cryptocurrency space. It simplifies the processes of asset trading, project financing, and token issuance, enhancing transparency and security. The AgentApp, which can win users' trading entry, may reach the valuation level of exchange platform tokens.

In the long run, AI Agents may form a new AI society, creating an economic scale exceeding one trillion dollars. In this AI economy, cryptocurrency will become an important economic circulation asset.

Currently, the total market value of the AI Agent sector has reached about 60-75% of the total market value of DeFi, GameFi, and Layer2 projects, showing strong development momentum. In the future, Agent-driven cryptocurrency exchanges, stablecoins, and the Agentization of various applications are all directions worth paying attention to.

Overall, the era of AgentFi has just begun, and there is still huge room for development and potential in this sector.