AI Agent Reshaping the Encryption Ecosystem: From VC Dominance to Community Co-construction of the Future

Original Author: Haotian

Reprint: Lawrence, Mars Finance

Explain why the “big environment has changed”? Essentially, this wave of AI Agent has stirred up a big reshuffle of the past Crypto rigid system:

AI Agent application front-end?

In the past, it took 1-3 years of long-term cultivation to “deliver” a public chain. After the Roadmap was completed and the TGE was completed, it was found that the landing of users and application ecology did not match the market’s expected value, and many infrastructures that were out of touch with the actual market demand appeared.

In the future, no matter what project, first let the AI Agent run on the chain, and let the AI Agent’s functions, performance, and experience speak to prove the technical basis of the chain infrastructure. Use application pre-positioning to verify market demand and avoid carrying solutions without landing applications.

community MEME-ification launch?

In the past, VC capital drove the birth of top-level projects. The information asymmetry in the primary market has led to increasingly narrow profit margins in the secondary market, resulting in a lack of coordination between Western and Eastern capital, and the accumulation of VC and exchange interests, as well as continuous declines in the FDV of tokens upon listing, among many other problems;

In the future, the project will be built in the form of open source Public Good, with no white paper in the short term, but with an open source library on Github, no roadmap, but visible product applications. It directly faces the secondary market for financing, allowing the AI Agent to autonomously manage assets, and uses the continuous growth of the asset pool and the continuous growth of Holders to bring greater imagination space to the project. Early Builders only need to continue to empower the project.

Partner co-construction?

In the past, in order to attract early users and traffic, the project party would usually give a certain proportion of airdrops. Users would contribute gas and time to get the airdrops, but this has led to either a “witch community” culture of profiting and fleeing, putting pressure on the project’s subsequent operation, or a group of users being PUAed by the project party for a long time, with delayed realization of expectations or empty running, leading to inevitable contradictions and conflicts, resulting in a double loss.

In the future, the project party will open in a MEME-like secondary manner, designed for sustainable growth Tokenomics (LP fees, transaction taxes, reserved quota releases, etc.). During this process, community users are both early investors and continuous builders of community consensus, and basically those who can profit from the basic final run are worth it, win-win.

the domination of on-chain DEX?

In the past, most projects in the DEX stage had low circulation and a small user base. Only through tokenomics design, continuous community reputation and growth, and resource integration can they obtain a ticket to the CEX. Under heavy pressure, some projects will fall after the TGE.

In the future, most projects will choose to continue building in the DEX stage, and on-chain DEX will take on most of the market liquidity. Although the on-chain prosperity will present a ‘chaotic era’, high-quality projects will have a greater chance of ‘grassroots counterattack’ without being buried under the discourse power of the old system, and gradually tend to be dominated by DEX, with CEX only serving as a supplement to liquidity?

founder “joking and scolding”?

In the past, the market was very insular, with many projects, to the extent that there was a huge gap between the leading projects and the trailing ones. After the founders of the leading projects succeeded, they began to focus on non-material pursuits, such as doing public welfare, charity, and embracing the true essence.

For future project parties, if they do not integrate with the community and do not consistently focus on the product first line, it will be difficult for the market and ecology to have a chance to emerge. The new market operation rules will lead to the founder having to be on the front line, ‘laughing and scolding’, although this will also lead to questioning, but a ‘real’ Dev image is always better than a lofty ‘entrepreneur’, at least from the perspective of retail investors.

Note: The above transformation and reshuffle are not absolute, nor will they happen overnight. It is more likely to give rise to a variety of mixed patterns, and there will probably be many problems in the early stages. However, it is still a glimmer of hope to break through the current rigid system.