Returning to the value anchor point, how can Web3 AI Agent overcome the MEME trap?

Author: Chain View

Recently, after chatting with some entrepreneurs and VCs, I have a common feeling that everyone's expectations for the AI ​​+ Crypto track are still firm, but they are a little confused about the narrative evolution of web3 AI Agent. What should we do? I have sorted out several potential changes in the subsequent AI narrative for your reference:

1) AI Agent's use of MEME to issue coins is no longer an advantage, and people may even be afraid of coins. If a project has no PMF support and only has a set of Tokenomics running idle, it will naturally be labeled as pure MEME hype, which is just a wolf in sheep's clothing and has little to do with AI;

2) The original order of AI Agent > AI Framwork > AI Platform > AI DePIN may be adjusted. When the Agent market bubble bursts, Agent will become the "carrier" after the formation of large model fine-tuning, data algorithm and other technologies. Without the core technology support behind it, it is difficult for an AI Agent to show its muscles again;

3) Some projects that originally provided service platforms for AI data, computing power, algorithms, etc. will surpass AI Agent and become the focus of attention. In other words, even if new AI Agents are launched, the Agents created by these AI platform projects will be more persuasive in the market. After all, a project that can run an AI platform requires a much more reliable team and technical foundation than a Dev that only deploys low-cost frameworks;

4) Web3 AI Agent can no longer compete head-on with the web2 team, and must find a direction for web3 differentiation. Web2 Agent focuses on utility, so the logic of low-cost deployment of the development platform works, but web3 Agent focuses on Tokenomics. Over-emphasizing low-cost deployment will only stimulate more asset issuance bubbles; there is no doubt that web3 AI Agent should combine blockchain distributed consensus architecture for innovation and development (the top article on my homepage has a detailed description);

5) The biggest advantage of AI Agent is "application front-end", which belongs to the logic of "fat protocol, thin application", but how should the protocol be fat? How to mobilize idle computing resources, use distributed architecture to drive the low-cost application advantages of algorithms, and activate more vertical segmented scenarios such as finance, medical care, and education. And how should the application be thin? It is not possible to make AI Agents manage assets autonomously, conduct transactions autonomously, and interact with multiple modalities autonomously. We cannot try to do it all at once. We need to break down the requirements and implement them gradually. Otherwise, it will take a year or two for a DeFai scenario to mature.

6) The MCP protocol in the web2 field and Manus automatic execution of multiple modalities are inspiring innovations in the web3 field. They can be directly extended and developed based on MCP + Manus to suit web3 application scenarios, or the distributed collaboration framework can be used to enhance business scenarios on top of MCP. Don't talk about subverting everything right away. It is enough to optimize the existing product protocols appropriately and give play to the irreplaceable differentiated advantages of web3. Both web2 and web3 are in the process of this AI LLMs revolution. Ideology doesn't matter. What matters is that they can truly promote the development of AI technology.