Good luck to the start of the work! By the way, let me talk about some of the incredible points in the market recently, as well as some views on the future market trends: 1) The emergence of $TRUMP coin has indeed brought a lot of increment to the currency circle, and there are many new users entering the market through channels such as Xiaohongshu, but the wealth-creating effect of the US Presidents MEME coin does not have enough time to digest and undertake. Even if some incremental users and funds come, I am afraid that they will be ruthlessly persuaded to quit the currency circle before they can be converted into new users on the chain. However, the TRUMP team, like a magic mirror, has defeated the technology, narrative, build, coin issuance, empowerment ecosystem that has been balanced in the currency circle for many years, allowing everyone to see the core of the currency circle that is too Gambling. But with the same Gambling trump card, CEX may be powerless to save the situation. After all, VCs, exchanges and other egoists who are stuck in key ecological niches will become the biggest obstacle to retail investors profits, but DEX naturally does not have these obstacles. When TRUMPs destructive liquidity bloodletting ends, a new prosperous market on the chain will start again. Focus on the chain is the main theme of 2025, and it has nothing to do with the bull and bear markets. 2) DeepSeeks breakthrough in the pricing of AI large-model computing power costs is obviously a big boon to the AI Agent track in terms of technical background, but its bubble suppression of Nvidia in the US stock market has caused web3 AI Agent assets to suffer a wrong kill. But in essence, this is the rational retreat of the narrative bubble of AI Agent asset issuance. The market has revealed a truth with the continuous decline in prices. Although AI Agent has gone through a round of narrative evolution from framework standards, single AI, chainization, DeFai, MetAiverse, etc., the fragile problems such as immature project technology landing, conspiracy groups playing the leading role, and asset valuation systems without value support have all been exposed. The current AI Agent is still on the eve of Summer, and a thorough reshuffle is needed to reconstruct everything. But fortunately, there will be nirvana rebirth after extinction. 3) The market suddenly turned bearish in an absolute bull market sentiment, with a crypto-friendly government + a spark of spring on the chain + numerous products, protocols and MEMEs in the market. Looking at the fundamentals, it seems that the prosperity of the currency circle is approaching, but it unexpectedly went bearish? Although it is still unclear, it will take some time to repair the damaged emotions and asset losses. The core logic is just one point: there are too many asset targets in the Crypto market, and the market lacks sufficient incremental users and funds. Relying on the attention of Fomo sentiment cannot drive the general rise of existing old assets. In other words, everyone has the heart to accompany the growth of the industry with PVE, but they can only do endless PVP in order to survive. If the industry will eventually suffer a wave of natural disasters under the nature of excessive Gambling, then the new narrative of AI Agent is the Nezha who breaks through all this with my fate is determined by me, not by God. AI Agent can bring new life to old narratives, bring new vitality to on-chain DEX, and bring about a new PMF involution cycle centered on products + applications… Even if AI Agent has given me nothing in the short term, it does not affect my infinite longing for it at all. Because it can accelerate the integration of AI and the Crypto world and make everything better.
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