Surely everyone has noticed that the "certainty" spillover effect of the Trump family bringing massive off-chain funds into the crypto space has yet to materialize. Instead, their sucking of existing funds from the crypto market and stirring up liquidity uncertainties in DEXs and CEXs have already caused widespread chaos. How should we respond? Here are some observations:

1. Undoubtedly, AI Agent Will Remain the Mainline Narrative of the 2025 Blockbuster Year

The fusion of AI and Crypto is not just a short-term narrative trend; it represents a redemption and reconstruction of the old Crypto narratives by the new AI productivity. Almost all old narrative projects will rejuvenate themselves through AI.

The celebrity token issuance effect brought by $TRUMP will be a carnival of on-chain and off-chain funds celebrating the issuance of meme assets. However, it is likely to strip away the narrative discourse power of the Crypto technology-driven mainline, which focuses on "Americans buying new American tokens."

This may not be a positive for old projects with a large number of Holder funds in the short term. The recent blood-sucking pressure test is the best evidence of this. Therefore, it is the right choice for the crypto community to take charge of its destiny and quickly redirect its attention to the AI Agent track.

1. The AI Agent Track Has Seen a Bloodbath in the Past Week

Over the past week, the AI Agent track has seen a bloodbath. Apart from a few mainstream blue-chip projects such as AIXBT@aixbta​gent,arc, and #Griffain, which have strong support, most small- and medium-cap niche projects have suffered devastating hits, with their values being halved multiple times.

In the short term, this will dampen market enthusiasm for the AI Agent narrative and affect the exploration enthusiasm in细分directions such as framework standards, DeFi, Metaverse, GameFi, chainification, and DePinfi.

But this is actually a good thing because the AI Agent track has almost replicated the old narratives, and many old projects have simply changed their names to become new focal points, which has led to short-term market confusion and failed to truly demonstrate the innovative driving value of AI Agent.

The Trump family's meme token launch may seem like a demotivating blow, but after this catastrophe, projects that can continue to empower and land successfully will usher in a second spring after the AI Agent market recovers.

What seems to be an indiscriminate destructive blood-sucking attack is actually a necessary action to reshape values and capture new ones.

Instead of always asking what to buy at the bottom, follow the logic of the细分tracks mentioned in my previous article and select projects that align with your investment logic. Projects will change a lot, but the narrative logic is definitely correct.

1. The Trump Family's Blood-Sucking Attack Directly Exposes the Manipulability of Existing Liquidity in the Crypto Market

2. There is a natural gap in liquidity between on-chain DEXs and off-chain CEXs. CEXs suspending withdrawals can put all on-chain assets in jeopardy.

3. The on-chain ecosystem lacks sufficient diversity in stablecoins, wealth management

Surely everyone has noticed that the "certainty" spillover effect of the Trump family bringing massive off-chain funds into the crypto space has yet to materialize. Instead, their sucking of existing funds from the crypto market and stirring up liquidity uncertainties in DEXs and CEXs have already caused widespread chaos. How should we respond? Here are some observations:

1. Undoubtedly, AI Agent Will Remain the Mainline Narrative of the 2025 Blockbuster Year

The fusion of AI and Crypto is not just a short-term narrative trend; it represents a redemption and reconstruction of the old Crypto narratives by the new AI productivity. Almost all old narrative projects will rejuvenate themselves through AI.

The celebrity token issuance effect brought by $TRUMP will be a carnival of on-chain and off-chain funds celebrating the issuance of meme assets. However, it is likely to strip away the narrative discourse power of the Crypto technology-driven mainline, which focuses on "Americans buying new American tokens."

This may not be a positive for old projects with a large number of Holder funds in the short term. The recent blood-sucking pressure test is the best evidence of this. Therefore, it is the right choice for the crypto community to take charge of its destiny and quickly redirect its attention to the AI Agent track.

1. The AI Agent Track Has Seen a Bloodbath in the Past Week

Over the past week, the AI Agent track has seen a bloodbath. Apart from a few mainstream blue-chip projects such as AIXBT@aixbta​gent,arc, and #Griffain, which have strong support, most small- and medium-cap niche projects have suffered devastating hits, with their values being halved multiple times.

In the short term, this will dampen market enthusiasm for the AI Agent narrative and affect the exploration enthusiasm in细分directions such as framework standards, DeFi, Metaverse, GameFi, chainification, and DePinfi.

But this is actually a good thing because the AI Agent track has almost replicated the old narratives, and many old projects have simply changed their names to become new focal points, which has led to short-term market confusion and failed to truly demonstrate the innovative driving value of AI Agent.

The Trump family's meme token launch may seem like a demotivating blow, but after this catastrophe, projects that can continue to empower and land successfully will usher in a second spring after the AI Agent market recovers.

What seems to be an indiscriminate destructive blood-sucking attack is actually a necessary action to reshape values and capture new ones.

Instead of always asking what to buy at the bottom, follow the logic of the细分tracks mentioned in my previous article and select projects that align with your investment logic. Projects will change a lot, but the narrative logic is definitely correct.

1. The Trump Family's Blood-Sucking Attack Directly Exposes the Manipulability of Existing Liquidity in the Crypto Market

2. There is a natural gap in liquidity between on-chain DEXs and off-chain CEXs. CEXs suspending withdrawals can put all on-chain assets in jeopardy.

3. The on-chain ecosystem lacks sufficient diversity in stablecoins, wealth management