Crypto Agent Track Analysis: A Super Track Worth Following Long-Term

Since January 27, global AI concept stocks have experienced a panic sell-off, and the Crypto Agent sector has not been spared. Currently, the overall market value of this sector has dropped from 12 billion USD to below 6 billion USD, with most well-known Agent tokens experiencing a decline of over 70%, and some even exceeding 90%.

In the face of the pervasive pessimism in the market, many believe that Crypto Agent is merely a short-term speculation concept, and the bubble has burst. However, as a researcher who has long been focused on the development of the Agent track, I believe that Crypto Agent is still a major track with long-term growth potential. This field will develop in parallel with the traditional AI industry and ultimately form a unique Agent ecosystem in the Crypto domain.

To determine whether a crypto sector has long-term growth value, we need to answer three key questions:

1. Does this track truly solve problems and create value?
2. Has Crypto played an irreplaceable role in this field?
3. Is there a continuous inflow of talent and capital in this track?

1. The Value Creation of Crypto Agent

An agent is essentially a proxy, whose main value lies in cost reduction and efficiency enhancement. In the crypto field, agents play the same role:

• In the field of scientific paper auditing, agents can replace humans to perform error correction work more quickly and accurately.
• In the investment research and analysis field, Agent can replace traditional researchers for investment analysis.
• In the field of brand marketing, Agent can provide 24/7 brand exposure and community interaction.
• In the DeFi space, agents can enable smarter financial decision-making and lower the barriers to entry.
• In the SaaS field, Agents have the potential to replace programmers in application deployment, disrupting the traditional SaaS model.

Although the current Crypto Agent application is not perfect, the rapid development of AI technology and the significant reduction in training costs make the widespread application of Agents merely a matter of time. Meanwhile, the development of the Crypto Agent infrastructure is equally important, including various Agent frameworks and projects exploring the deep integration of Crypto and Agents.

2. The Irreplaceable Role of Crypto in the Agent Track

Crypto is not only the currency of AI but also the infrastructure that supports the identity, asset accounts, and settlement needs of Agents (silicon-based life). In the future, Agents will extend in two major directions:

1. An Agent application controlled by individuals or companies, existing as a tool for humans.
2. An independent and autonomous agent built on Crypto for identity and account systems, closer to a "silicon-based human".

Crypto provides these Agents with a key-based identity and asset account system, which is a borderless identity that no sovereign state or organization can offer. In the future, the number of on-chain Agents may surpass the number of human users, and Crypto and Agents will long be interdependent and mutually fulfilling.

In the development path of AI, enabling independent and autonomous interaction and communication between Agents is considered an important exploration direction towards AGI. Based on this, truly independent and autonomous Agents must be built on Crypto infrastructure, allowing Crypto to play a long-term and irreplaceable role in humanity's exploration of AI.

3. The Continuous Development Momentum of the Agent Track

Agent is the mainstream development direction of the global AI industry, and it is widely expected that 2025 will be the first year of Agent. Despite some recent short-term fluctuations, the significant decrease in AI training costs, according to the Jevons Paradox, will stimulate demand and drive the explosion and popularization of Agent applications.

The continuous development of the mainstream AI industry will provide innovative momentum and developmental nutrients for Crypto Agent. The flexible asset issuance and fundraising methods of Crypto will continue to attract outstanding entrepreneurs in the AI field globally, allowing the Crypto Agent track to absorb talent and capital overflow from the traditional AI industry.

By 2025, we expect to see more professional AI talent entering the Crypto field, driving the entire sector towards a scale of hundreds of billions of dollars.

Conclusion

Through an in-depth analysis of the Crypto Agent track, we can conclude that Crypto Agent meets the criteria for long-term growth tracks. Once the market stabilizes, Crypto Agent is expected to recover quickly and usher in a long-term explosive growth. Crypto Agent remains one of the most noteworthy tracks to follow in 2025 and even in this bull market.