AI Agent × Crypto: Is the revolutionary moment of the crypto world coming?

Author: IceFrog Source: X, @Ice_Frog666666

AI Agent is popular in the crypto world, and it is about to explode. In the face of the huge wealth effect, it has been shaped into a new revolutionary variable, which is hot and unparalleled. However, the word revolutionary is a highly inflationary concept in the crypto world. It is scattered in large and small white papers and social media. For old leeks, similar words are already difficult to make people Passionate. The rise and fall of countless tokens in the crypto world in the past have proved that only a handful of new narratives have achieved the main upward trend of crypto, and most of them are just short-lived.

So, we must go further to explore a classic question in the currency circle: xxx, will it be different this time? Everyone has a different answer, but if we look back in time, at least the fundamental conclusion of this question will not change much.

That is: the crypto world follows the attention economy. How far new narratives can go depends on how much user attention and network effects can be spread. Even Bitcoin, which is strong, cannot escape this fundamental law.

Naturally, if we want to analyze this problem, we must start from the source and explore the answer to the problem.

1. What is AI Agent?

AI Agent refers to Artificial Intelligence Agent. The concept that is relatively well-known and commonly used by the public is: AI Agent (artificial intelligence agent) is an intelligent entity that can perceive the environment, make decisions and perform actions. It is mainly based on LLM (large language model). In other words, it is the functional carrier of the large language model. The interesting point is that in terms of intuitive concept, it is a specific application of LLM, but in terms of name, it is Agent, emphasizing the power and corresponding ability to be given autonomous choice, action and decision-making.

From the definition of distinction, although AI Agent and big model have a sequential relationship, the interaction between big model and human needs to use prompts to give specific tasks and then give answers. AI Agent is given specific goals by humans. AI Agent will break down the execution steps and give itself prompts according to your goals to achieve the goals.

In terms of collaboration between humans and AI, Agent mode is also a relatively advanced collaborative mode. It is similar to the early Siri—Microsoft Coplilot—AI Agent. From this synergy, we can basically understand that AI Agent is essentially a digital mapping of human thinking and behavior patterns. Therefore, its structure is mainly a question-and-answer portal + fully automatic workflow (perception, decision-making, action) + knowledge base (human hippocampus). AI completes most of the work, not just an assisting relationship.

From the specific technical framework, Lilian Weng, former chief security researcher of Open AI, wrote a blog in June 2023 to elaborate on it. The title is "LLM Powered Autonomous Agents". The details are as follows:

In this article, Lilian Weng proposed the basic framework of AI Agent = LLM + planning + memory + tool use. The main function of the large model is to assume functions similar to reasoning and planning of the human brain.

In general, AI Agent is a separate computing entity. Based on the reasoning and planning functions of the big model, combined with the perception of the external environment, the use of tools, and actions, AI can act as a proxy for people and complete a series of relatively complex tasks.

Second, how is the AI ​​Agent industry progressing?

Since 2023, AI Agent has entered the industry's field of vision, and the discussion and progress of Agent have been accelerating. Most large companies regard 2025 as a key year for the commercial outbreak of AI Agent, and the industry is entering a period of accelerated development.

From the overall perspective of the industrial chain, the upstream of the entire industrial chain is still dominated by computing power and hardware suppliers such as NVIDIA, data suppliers, algorithm and big model development and other infrastructure providers, the midstream is mainly AI Agent integrators, and the downstream is vertical applications or general agents for different industries.

The current Ai Agent industry, apart from the existing upstream infrastructure, is mainly concentrated in the middle and downstream, especially the downstream applications have shown a flourishing state.

In addition, from the perspective of downstream development, the C-end and the B-end have different progress. The use of AI Agent on the C-end can greatly improve the user experience, while the use of AI Agent on the B-end can greatly reduce costs and increase efficiency.

From the actions of several major manufacturers, the current AI Agent has begun to accelerate in the second half of this year, and is expected to accelerate overall next year.

1. When Google released Gemini 2.0 this month, it not only emphasized that the model is mainly for AI Agent services, but also released three AI Agent products: Project Astra (general purpose), Project Mariner (browser operation) and Jules (programming).

2. At the end of October this year, Microsoft launched 10 AI Agents on its Dynamics 365 platform.

3. Amazon announced this month that it will open an artificial intelligence laboratory in San Francisco to focus on the implementation of Ai Agent

4. Open AI has launched new product releases for 12 consecutive days this month. Sam Altman himself also claimed that next year will be the year when AI Agents enter the mainstream. Although Open AI itself has not released related AI agents, it has launched a series of tools on the basic framework and support for the development of AI agents.

Whether it is a large company or from the perspective of industrial prosperity, the current AI Agent has indeed entered an acceleration period. It is only a matter of time before it enters Crypto, but everything is still in the early stages.

Third, where does AI Agent and Crypto end up?

Turn back the clock to a few months ago. I am afraid that Andy Ayrey, who created the Truth of Terminal model, would never have thought that an Ai Agent model, which was still a test product, would create a shocking wealth miracle in the crypto world. The GOATSE concept derived from it has become a hot topic in crypto. The MEME token GOAT soared to 20 million US dollars in half a day, and the market value was close to 300 million US dollars in four days. The market value exceeded 1 billion US dollars in one month, and the miracle of a thousand-fold increase reappeared. AI Agent entered the crypto world in a very Crypto way and set off a shocking wave of heat.

Afterwards, Ai16Z (Ai Agent-driven venture capital fund) quickly became popular with the concept of "AI-driven DAO". With the support of Marc Andreessen, the founder of orthodox A16z, the price rose more than 10 times in a few days. After that, another Ai project ACT was launched on Binance, which directly pushed AI Agent to a new climax. Not only did the market volume reach an unprecedented level, but it also made the majority of crypto users deeply understand the wealth effect of this track.

In the first two chapters of this article, a lot of space was spent to explain what AI Agent is and the industrial development of AI Agent. The important significance is that the source of AI does not come from the crypto world. In a broader sense, crypto is not the main battlefield of AI. However, if AI Agent does not develop well in a broad sense, the attention to AI Agent will quickly dissipate, and the narrative of AI Agent will become short-lived like most narratives.

However, this time, within the visible range, it is indeed different. The main reason is:

1. The broad AI world has not entered the bubble falsification period. Whether it is Nvidia, Microsoft, Google and other large companies, they have increased their capital expenditures for 2025 in their third quarter reports this year. The top four companies alone will invest more than 170 billion US dollars in capital next year, with only one goal, which is AI.

2. From the development of AI Agent, although there is no phenomenal product like chatgpt that has detonated the market, whether from the actions of large companies or the development of the industry, its booming momentum and capital bets are rising straight up. There is a certain probability that an AI Agent that will detonate the market will appear in 2025.

3. From these two points of view, from a broad technological perspective, the topics and attention of AI and AI Agents are still bound to be the hottest in the market. As mentioned at the beginning, attention in the crypto world is everything.

4. From the technical framework of AI Agent, its combination with Crypto will give birth to a key turning point breakthrough similar to the birth of Ethereum smart contracts. It is not only a technical addition, but also a more likely leap-forward economic paradigm change, because it will essentially change the creation model of the attention economy.

The biggest problem that blockchain currently affects Mass Adoption may be its complex operation and entry threshold. Putting aside the compliance pain points involving legal currency such as deposit/withdrawal, the difficulty and complexity of on-chain operations and wallets are at least several times that of Web2. If the natural language mode of Ai Agent is adopted, a simple instruction, whether it is wallet management, screening the best Defi investment, cross-chain, automatic execution of trading plans according to external market conditions, etc., it not only greatly simplifies the difficulty of operation, but also directly reduces the learning cost of new users by several levels.

In addition, whether it is creator economy, market sentiment monitoring, smart contract auditing, governance voting, AI autonomous DA or even MEME issuance, Agent can be used to participate. Under a given condition, it may be more serious and fair than most people, and more able to abandon the influence of emotions.

From the narrative logic, AI+Crypto brings: AI can make trusted blockchains smarter, and blockchain makes intelligent AI more credible.

The characteristic of blockchain is the immutability of data. One of the major drawbacks of AI happens to be data quality. If the constructed AI Agent can train on-chain data and use its computing power, it is very likely to change the current incentive model.

From a longer-term perspective, perhaps in the near future, every crypto user will have a digital avatar that will help you manage your token assets, social interactions, etc.; each project party will have several AI Agents to help with operations from asset issuance, marketing, code construction, contract auditing, media operations, and even airdrop design and distribution, which can all be completed with the help of AI.

These long-term changes will change the creation mode of attention, from larger communities and humans to AI Agents.

Of course, the above ideas are only long-term fantasies. Returning to reality, the current AI Agent is still in an early and wild era in the blockchain. In addition to the explosion of AI MEME, AI Agent is still in the stage of speculation over building. There is no AI Agent framework that is truly based on the characteristics of the blockchain in the current market. Even the first-released ELIZA is only at the dialogue level and has not yet entered the core of the entire blockchain world.

From the three levels of AI Agent, perception, decision-making, and execution all need to rely on decentralized features and smart contract features to build a more systematic and underlying infrastructure, not to mention large and small tool platforms, data privacy, transaction security, etc. Fortunately, whether it is the attention of top funds such as A16z to AI Agent, the mainstream narrative of AI Agent in the world, or the amazing wealth effect of AI MEME, AI Agent has a solid foundation for development in the crypto world.

In the encrypted attention economy, the current AI Agent has the attention of capital, the continued popularity of broad narratives, typical cases of wealth effects, and practical value of long-term construction.

Perhaps, we can say a little bolder that this time, it is really different!

Passion!