Is the AI ​​track over?

I think it is over, but it is not over.

What is over?

The AI ​​agent that only shows "personality" opened by goat, especially the batch of shoddy AI targets, are over. These are all "digital people" and the metaverse.

The leading infra is currently mainly mass-producing such targets.

This is why these infras are also falling.

I have been saying before that there is no main line at present.

If there is a main line, it is:

How to make smarter AI agents that can do more things.

What is not over?

A new narrative is needed to open the main line of the next stage of AI targets.

goat and aixbt rely on fan growth to bring "traffic value";

Some defai targets try to use AI to promote "intention transactions" and improve the efficiency and user-friendliness of defi, and need to continue to prove "value".

Many targets are working hard on this "new main line". When these targets begin to gradually prove that they can indeed improve productivity, the entire AI track will usher in a new main uptrend.

In the new main uptrend, will we still speculate on these current targets?

See if they can fit the main line at that time. Those that can fit will continue to rise, and those that cannot fit will be abandoned by the market and return to zero.

This is also the characteristic of on-chain targets, rapid competition/elimination.

Is the AI ​​track over?

I think it is over, but it is not over.

What is over?

The AI ​​agent that only shows "personality" opened by goat, especially the batch of shoddy AI targets, are over. These are all "digital people" and the metaverse.

The leading infra is currently mainly mass-producing such targets.

This is why these infras are also falling.

I have been saying before that there is no main line at present.

If there is a main line, it is:

How to make smarter AI agents that can do more things.

What is not over?

A new narrative is needed to open the main line of the next stage of AI targets.

goat and aixbt rely on fan growth to bring "traffic value";

Some defai targets try to use AI to promote "intention transactions" and improve the efficiency and user-friendliness of defi, and need to continue to prove "value".

Many targets are working hard on this "new main line". When these targets begin to gradually prove that they can indeed improve productivity, the entire AI track will usher in a new main uptrend.

In the new main uptrend, will we still speculate on these current targets?

See if they can fit the main line at that time. Those that can fit will continue to rise, and those that cannot fit will be abandoned by the market and return to zero.

This is also the characteristic of on-chain targets, rapid competition/elimination.