@hansolar21 완전 동감입니다. 한국사람들이 코인쪽에서 영향력이 많은데 국제적인 호구가 되는 것 같네요.. 이런 이유를 거래소가 너무 과점화 되어 있어서 그런것 같기도 합니다. 원화로 거래 할수 있는 거래소가 많고 각 거래소가 코인들의 초기 부터 상장 할수 있다고 하면
I’ve been going back and forth whether to put this out after such a massive rally on agents over the past week.
Virtuals: $3.6B market cap, up 42% this week, now ranked #44
AI16Z: $1.5B market cap, up 125%, now ranked #89
AIXBT: $500M market cap, up 77%
Could this be a local top? Possibly.
But I think we continue to see money flow into AI Agents and Agent infrastructure in 2025.
👉 Backdrop
I didn’t get memes initially, but they seem to have paved the way for the financialization of agents.
Take Goat and Fartcoin, for example—memecoins for TruthTerminal and AI16Z. The latter began as an agent that could buy memes and compete with the real A16Z.
Progress often has a funny way of unfolding.
(Interestingly, most agents today share a trait with memecoins: fully diluted tokenomics**.**)
Now, I think its safe to say a chord has been struck across all of crypto.
Everyone is bullish agents.
They’re being massively re-rated, and it seems like all of crypto is pivoting toward agents.
Defi projects becoming agentic, memes becoming agentic, analytics becoming agentic…
All this while the old AI guards like TAO, RENDER, OLAS, FET are being left in the dust.
Watching this shift unfold over the past few months, I struggled to understand the source of this excitement. But after some contemplation, it finally clicked:
Agents are redefining crypto, AI, and innovation itself in profound ways:
👉Agents and Platforms
I originally thought Virtuals was more akin to https://t.co/1fAEkOrqOf.
It’s actually closer to Uniswap.
The creation of Uniswap led to a Cambrian explosion of tokens and actual innovation.
Virtuals seems to be doing the same.
Uniswap 13b vs Virtuals 3.6b
👉Why is Old AI Underperforming?
Agents are actually competing in an area where they have a chance against traditional tech companies.
AI16Z’s git repo has proved that crypto tech can compete here.
Everyone knew render couldn’t compete with AWS.
Everyone knew FET couldn’t create a better llm than chatgpt.
This is where grassroots innovation thrives, and why these platforms are attracting participation.
👉The Talent Shift
Crypto faced a talent drain in 2023-2024.
Ever since ChatGPT-3, the smartest minds at universities have flocked to AI startups instead of crypto. But with agents, crypto and AI have converged in a way that could actually makes sense.
I’ve never seen so many non-crypto people taking an interest in crypto. It feels like a turning point.
👉Grey Zone Innovation
Agents challenge the very concept of a legal entity.
Businesses rely on limited liability, which allows entrepreneurs to take risks without personal ruin. Could agents eventually have a form of limited liability? It’s unclear—but people will test those boundaries before regulations catch up.
This opens the door to extremes:
The Bad: If an agent autonomously creates illegal content, who’s accountable?
The Good: If an agent builds a value-generating business and profits flow to token holders, who does the SEC target?
Prepare for wild times ahead.
👉The Psychology of Investing in Agents
People will throw absurd amounts of money at agents.
There is something innately human about giving money and control to someone that you think is smarter than you.
It’s why there are get-rich-quick schemes, its why the SEC exists, its why ponzis grow to ungodly sizes.
Agents are basically a personification of this desire.
We are actively designing the most psychologically capable sales/marketing entity that will be smarter than everyone you know and can work 24/7.
It’s actually quite scary and I think it has the makings of a massive bubble.
Hence as the adage goes.
'When I see a bubble forming, I rush in to buy’
2017년에 이더리움에서 ico 를 받던 것처럼 현재는 솔라나에서 프로젝트들이 솔라나로 투자를 받는다. 이것이 가격이 오를때는 선순환이 되어서 가격을 끌어 올리지만 가격이 떨어질때는 이런 프로젝트들이 sol을 팔면서 가격을 떨어뜨리게 된다. 현재 솔라나를 투자할때는 이런 점을 생각해봐야 ..