AI Agent will have a full-scale outbreak in Q1 driven by both technology and narrative

At the beginning of the new year, the AI ​​Agent track continued to soar. In less than 3 months, this emerging track has risen strongly with a growth of hundreds of times, becoming the dark horse of the crypto market in 2025. Behind this round of growth, technology and market demand have formed a benign interaction, which not only pushed the track from short-term speculation to long-term development, but also brought a new narrative to the crypto industry.

1. AI Agent: A popular research direction in the AI ​​community

The term AI agents comes from OpenAI's roadmap. Sam Altman divides the capabilities that AI should have into 5 parts: dialogue (such as ChatGPT, which can have conversations and chat); reasoning (logical reasoning like humans); agency (self-learning, decision-making and task execution); innovation (creative technological breakthroughs); organization (the final form, which can manage and run human organizations).  

We are currently in the third stage of AI agent, not only in the field of Crypto, but also the hottest research direction in the entire AI community. Technology giants such as Microsoft, Google, Amazon and Twitter have all been involved. Sam Altman has mentioned in many public occasions that Agent is one of the most critical directions for the future development of AI, and AI Agent will change the way humans interact with technology.

The current AI agent is still in its early stages, and is only the most basic simple reflex agent, which is still a long way from achieving the goal of autonomous planning and executing complex tasks. However, this also indicates that the hype cycle in this field will continue for several years, and any technological progress will set off a huge wave in the market.

Second, Crypto+Agent is a feasible route

When OpenAI just released ChatGPT, the protocols in the crypto industry were still in the inertial thinking and quickly poured into the infrastructure. Among them, a large number of computing power platforms emerged, and a batch of AI + DePIN infrastructures were born. Their grand vision was more oriented to the B-side, and the user participation was very small. In terms of implementation and user needs, it seemed like a castle in the air. After years of exploration, everyone found that this path was not feasible.  

When AI developed from the computing power grabbing stage to the Agent stage, under the impact of the Memecoin craze, combined with the Memecoin startup project, the product was able to be implemented in a very short time, becoming a new feasible route. For example, AIXBT is providing market analysis services to more than 100,000 users; Luna, the AI ​​live broadcast celebrity on TikTok, can provide brand marketing services; investment agent Ai16Z obtains market information on and off the chain, and automatically conducts token transactions, etc.

The AI ​​Agent with a series of functions allows users to directly experience the use of the product. In this process, the agent can also cleverly use the roadmap of Memecoin to grow the community to achieve rapid iteration of the product, and this iteration is low-cost and fast. When market education and communication are fully carried out, on this basis, we can add bricks and tiles to build the infrastructure of the grand vision. Community culture and fundamentals are no longer contradictory, and Crypto+Agent has become a feasible route.

Three, the development stage of AI Agent in the crypto market

The development of AI Agent in the crypto market has gone through the process from AI meme to single AI application, and then to AI Agent Launchpad. It is currently in the process of evolving the AI ​​Agent framework standard.

In the AI ​​meme stage, Agents were mainly used to issue assets. They were pure memes driven by market hotspots and community sentiment. With the evolution of technology, single AI applications began to appear, with certain practical functions, such as social media posting, investment analysis, fund management, etc. These applications fit the needs of currency circle users and were hyped by the market. After the wealth effect appeared, currency issuance platforms began to emerge, and single AI applications gradually expanded to more valuable scenarios.

As more and more different types of Agents appeared, the market began to explore collaboration between different projects, and various Agent frameworks and standards emerged, and began to build their own ecosystems. This type of underlying infrastructure can help developers easily and conveniently deploy various smarter Agent applications, and promote a large number of social and economic activities between Agents, which may give rise to new Agent identities, Agent asset accounts, Agent social networks, Agent settlement gateways, Agent governance DAOs, and other needs. With the help of AI Agent, we will start from the interaction between people and agents, and move towards the interaction between agents. Then groups of autonomous agents will interact and trade on the chain and be responsible for their own economic status. At this stage, cryptocurrency will completely unleash its potential and value in borderless collaboration, trustless networks, and 7*24h non-stop operation.

Because the framework and standards are backed by complex technical logic, there is a lot of room for imagination, but they are still in the stage of chaos. Of course, its development is also heavily dependent on the iterative development of AI technologies such as large models of Internet giants.

Fourth, AI will be the biggest trend in the crypto market this year

Investment in the crypto market has always been driven by imagination, and all the hyped assets in the past are like this. For example, the early DeFi used the traditional financial revolution as a narrative, while the concepts of NFT and the metaverse depicted a picture of a future where everyone lives in a virtual world. These stories are very imaginative. The grander the narrative, the more novel the concept, the more money chases it, and the higher the ceiling of the market's valuation. Even if some products are not qualified by traditional Internet standards, as long as they propose new gameplay and new hopes, they can reach an astonishing market value during the bull market.

Today, DeFi has not successfully attracted traditional financial assets to be traded on the chain, and the concept of the metaverse has not been successfully implemented by giants such as Facebook. At present, in the currency circle, AI is undoubtedly the most imaginative subject, and other concepts are difficult to match it.

In addition, in actual implementation, unlike the metaverse NFT, AI has actual value. Some current AI agent projects have already generated income, such as Virtuals; there are such as Luna, which has more than 500,000 fans and has considerable traffic. Even some AI agents, as information aggregators, are better than many manual ones. This is not an empty slogan, but something that can be seen in reality, nor is it a pseudo-demand without practical value, but it can bring changes to the crypto market. Although the overall function is still relatively low-level, AI is the future of global technology, and the technology iteration speed is extremely fast under large-scale investment. The crypto market can often become the number one user of AI technology overflow from Internet giants and technology giants. Every new technology and new concept contains new opportunities.

Therefore, AI is not only full of imagination in the currency circle, but also can be implemented. Once a landing project appears, it will often trigger a heated market speculation and drive many related sectors to rise. The wealth effect forms a strong attraction, and more people participate in it to further drive more applications to land. Based on these unique advantages and potential, AI may be the biggest story theme in the encryption industry in 2025, and others are not on the same level as it.

V. AI Agent Q1 may usher in a new round of outbreak

In the recent outlook for the crypto industry trends in 2025 released by many institutions, they all expressed optimism about the development of the crypto and A| markets, and pointed out in particular that AI Agent-related products will usher in explosive growth in 2025.

The "microclimate" in the field of crypto AI relies on the "macro-environment" of the external AI industry. At present, the heat in the external AI field continues to heat up. On December 23, Musk's AI company xAI announced the completion of a $6 billion Series C financing, and its valuation soared directly to $40 billion, once again demonstrating the appeal of AI narratives and its strong ability to attract money.

At the narrative level, looking back in the past, the outbreak of the crypto AI sector is inseparable from the strong stimulation of AI events of external technology giants. In February last year, OpenAl released the large model Sora, which set off a disruptive change in the field of AI and greatly promoted the surge in the price of Worldcoin. In less than a month, the price increased by 5 times, and the FDV exceeded 110 billion US dollars, which in turn led to the strong growth of the entire encrypted AI asset sector. Then, in March, Nvidia released a blockbuster AI chip at the annual GTC conference, which triggered a hype of GPU chips. The prices of corresponding concept projects in the encrypted market soared, and many new projects emerged.  

Currently, OpenAI is at a critical stage of transformation to a general artificial intelligence AI Agent, and plans to launch a new AI Agent product, "Operator", in January 2025. It is reported that the product can automatically perform a series of complex operations such as writing code, travel booking, and e-commerce shopping. It is expected that this product will ignite the enthusiasm of the AI ​​market again, just like Sora in early 2024. In addition, NVIDIA's annual AI Summit will also be held in March. It is expected that a number of blockbuster new products will be released at the conference, which will bring new focus to the encryption and AI markets and trigger a new round of hype for related concept projects.

The rapid iteration of external AI technology and the continued maturity of the crypto market have jointly promoted AI Agent to become the most promising subject in the crypto industry. Driven by narrative appeal and practical value, AI Agent has transformed from a product of short-term speculation to the core force of a diversified ecosystem. Standing at the forefront of the industry, with the access of more and more tracks such as DeFi and GameFi, it will not only release potential in a broader scenario, but also inject new growth momentum into the entire industry.

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