Neoglassic

I don't know what I'm still doing here. Part-time AI enthusiasts. Opinions are my own.

[Neoglassic @neoglassic]

@OfficialLoganK Please, fix the drag and drop images issue in Gemini. It just doesn't work consistently and is hugely inconvenient.

[Neoglassic @neoglassic]

@thsottiaux Serious uptick in Reconnecting... last day or two.

[Neoglassic @neoglassic]

@9wm @HieroHQ This is a good idea.

[Neoglassic @neoglassic]

@legendaryy I get this, and it's likely right on. But AI utility hasn't even really started yet. We just went through the speculation phase. There is still a lot that those sectors have to offer. And this, I think, actually does make the next 6 months to a year uncertain either way.

[Neoglassic @neoglassic]

@CryptoKoryo That would be a crazy, counterintuitive conclusion. AI agents have no preference for the underlying model. The competition here also gives developers stronger tools to more quickly evolve what they've already created. Check out some recent coding benchmarks for 03-mini-high.

[Neoglassic @neoglassic]

Great short read on how the AI Agent narrative is evolving.
If you're still not seeing the potential of this sector in terms of utility have a look.

[VD @hmalviya9]

Is the AI Agent Narrative Over?

AI Agent Narrative was the hottest narrative of the last month, giving easy 10x returns to everyone who decided to hop in during Oct-Nov. Coins like $VIRTUAL pulled 100x, $AIXBT went 1000x, and many other AI agent coins on Solana and Base ended up providing great gains to holders—if they didn’t roundtrip everything.

Now, roundtripping gains is a psychological problem, not a cyclic problem, which you need to handle with care on a personal level. Also, when we talk about the cyclic nature of narrative rotation, we usually see a narrative dominating each quarter, followed by a deep correction, and then going back for round two when a fresh wave of speculation emerges around it.

AI agent narratives run on innovation. People speculated on innovation, thinking they would make something groundbreaking. Many agents explored different use cases in the past few months, but most of them didn’t manage to sustain that energy for long. Many teams have already left building, but a few builders are still pushing forward, trying to catch up with the next evolution of agents.

What we have seen so far were stage 1 and stage 2 agents, and now we are progressing towards stage 3 agents—with their own intelligence layer and model training. That’s where we’re going to see a new wave of speculation, mainly around agents that help crypto with complex tasks that previously had high learning-based entry barriers.

One such example is DeFi yield farming. In a bull market, we see an abundance of different yield farming opportunities offered by various protocols across multiple chains every day—but can we really catch, process, and execute fast enough? It’s hard if you’re not deep in the game, and that’s where you need an AI agent to handle yield farming for you.

You still see people getting into meme launches and making 500x returns, but can you really learn the art and get into the trenches to perform with the best possible outcome? It’s tough—unless you have an AI agent trained to do meme trading for you.

Specialized, profit-focused AI agents will eventually take center stage in the next wave. They will revolve around DeFi—we will call them DeFAI agents. Many smart folks are building great things in this space right now, and we’re going to see some amazing and improved AI agent launches soon.

These will be trained on high-quality data with fine-tuned models, delivering attractive profits. Win rate, ROI, and PnL will be the key metrics driving the next wave of speculation around agents.

Now, the old agents that failed to evolve in this new direction will completely fall out of the attention cycle, and their tokens will be dead for good. Some of the projects where devs are grinding every day to improve the agent, make it smarter, and actively share progress with the community—those are the ones that will bounce back when the attention shifts again.

[Neoglassic @neoglassic]

@daydreamsagents DeepSeek-R1 + o3-mini and o3-mini-high just dropping = rapid acceleration of Daydreams agents.
Never a better time to invest in your $Dreams.

[Neoglassic @neoglassic]

@0xelonmoney Especially with the AI market. These aren't meme coins, they're real projects that will likely have real utility and some of them, by their own merit, will gain a lot of use and popularity in the future. Only a matter of time (as long as the tech pans out).

[Neoglassic @neoglassic]

@0xCygaar This is right on the money. There is no meta here, like I don't get what people are thinking right now fading world changing technology for 1 day runners. Either some org is seriously manipulating the markets or 80-90% of people in crypto really are fully retarded.

[Neoglassic @neoglassic]

@Darky1k It does feel like some org is seriously manipulating the market.

[Neoglassic @neoglassic]

@itsmat @dankvr @shawmakesmagic @elizaOS @ai16zdao @ai16zvc I think the problem might be with all the past hype of the metaverse narrative and then how underwhelming that all played out. AI, however, is a different kind of technological development. Putting the two in the same category will likely be a big mistake.

[Neoglassic @neoglassic]

@cryptolyxe AI development doesn't care what the price of the tokens are. Once real utility starts becoming more useful (i.e. simplified UX, risk analysis, even automated portfolio management) people will be jumping over each other to buy some of these projects up. The shift is coming.

[Neoglassic @neoglassic]

@chentschel_ @buzzdefi0x @MarioNawfal Just watched the whole thing. Good to hear some insights firsthand from the team. Anything like this is great to see for $HTERM holders/users.

[Neoglassic @neoglassic]

@Die_crv Great post. Prices may have pulled back recently with the rest of the market, but reality is the DeFAI sector is just getting started. Just now seeing some real utility coming out of these projects, and with AI advancement accelerating, won't be long before big things happen.

[Neoglassic @neoglassic]

@Calcutat Completely agree. Daydreams is starting in the right place.

[Neoglassic @neoglassic]

@zereintern @opaiumdao When I say "contests" think Virtuals Protocol except for creativity focused agents. People would vote for the best agent artists using $Zerebro. Most votes go to agents with best music, visual art (driven by user's/owner's custom prompts and inputs). Hope this makes sense.

[Neoglassic @neoglassic]

@zereintern @opaiumdao Why not include the tools to produce songs/albums alongside agent creation within the zentients platform? You could have contests decided by community votes, and sign the best artists to @opaiumdao. You could also do this with generated visual arts too. All from your own platform

[Neoglassic @neoglassic]

@ayoubedeth Yeah, for current and potential holdings. Many tools (Dexscreener, RugCheck, Bubblemaps, https://t.co/qOyTET9zpS, https://t.co/vn6K82fWyO, etc.) to check individually for considering a position. Seems like AI could aggregate this data into a comprehensive risk analysis for users.

[Neoglassic @neoglassic]

@ghost93_x Crypto moving away from an attention economy to more of a utility economy might catch a lot of people in this space off guard. People getting bored with AI/DeFAI because it didn't produce results in 15 min is probably going to be a big mistake in retrospect.