Author: Haotian
As everyone has likely noticed, the "certainty" spillover effect of the Trump family's introduction of massive off-exchange funds into the crypto space has yet to manifest. Instead, the "uncertainty" factor that drains liquidity from the crypto market and stirs up DEX and CEX liquidity has been wreaking havoc. How should we respond? Here are a few observations:
1) Undoubtedly, AI Agent will still be the main narrative in 2025, as the integration of AI and Crypto is not just a short-term narrative trend. Behind it lies a redemption and reconstruction of the old crypto narrative through the new productivity of AI, where almost all old narrative projects will rejuvenate through AI.
The celebrity coin issuance effect brought by $TRUMP will lead to a frenzy of on-exchange and off-exchange funding for MEME-style asset issuance, but it is likely to strip the narrative power of the crypto technology-driven main storyline of "Americans buying American new coins."
This may not be beneficial for old projects that have accumulated a large number of Holder funds in the short term, as evidenced by the recent blood-sucking pressure test. Therefore, it is crucial for crypto people to dominate the fate of the crypto market and quickly refocus their attention on the AI Agent track.
2) The AI Agent space has seen significant turmoil over the past week. Aside from a few mainstream blue-chip projects like $AIXBT@aixbt_agent, $arc, and #Griffain that have strong support, most small and medium-cap projects in niche sectors have suffered devastating blows, being cut down repeatedly.
In the short term, this will dampen market enthusiasm for participating in the AI Agent narrative and will also affect the exploration enthusiasm for frameworks, DeFai, MetAiverse, GameFai, chainification, DePinfai, and other niche directions.
However, this is actually a good thing because AI Agent has almost replicated the old narratives, and many old narrative projects have simply rebranded to become new focal points. This will inevitably lead to short-term market confusion and will not truly showcase the innovative driving value of AI Agent.
The Trump family's issuance of MEME coins may seem like a dimensional reduction attack that cools things down, but after this major upheaval, projects that can continuously empower and survive will welcome a second spring after the revival of the AI Agent market.
It may appear to be an indiscriminate, destructive blood-sucking attack, but it is actually a necessary action for reshuffling and recapturing value.
Don't always ask what to bottom out? Following the niche track logic from my previous article, you can compare and select some projects that align with your investment logic. Projects will change frequently, but the narrative logic is definitely correct.
3) The blood-sucking attack by the Trump family has directly exposed the manipulability of liquidity in the crypto space:
There is a natural barrier between on-chain DEX and off-chain CEX liquidity. CEX withdrawal restrictions put all on-chain assets in a precarious position;
The on-chain ecosystem lacks sufficiently diverse liquidity reservoirs such as stablecoins and wealth management, which leads to FOMO-style selling pressure on other on-chain coins when phenomenal opportunities arise. This chain reaction of selling pressure not only disrupts the market pricing mechanism but also poses significant challenges for projects dedicated to building long-term value and nurturing loyal Holders;
Even within the on-chain ecosystem, there is a liquidity divide between the EVM ecosystem and the Solana ecosystem. How to use assets on the Solana chain to buy coins in the Base ecosystem, and how to quickly aggregate on-chain liquidity to capture opportunities across the entire chain has become a market necessity. This is a "product-driven" benefit for the all-chain trading center advocated by @UseUniversalX. (If you find the concept of "chain abstraction" too abstract, experiencing the product with a pile of questions accumulated from surfing on-chain will clarify things.)
In summary, while the Trump family can indeed bring a flood of users and funds into the crypto space, the increased pool of liquidity also means more fish, leading to significant "uncertainty" about whether every old Holder will benefit in the short term.
Under this premise, I still recommend locking in the high-attention "AI Agent" narrative in the crypto space as the main choice. Don't forget, outsiders not only understand the weight of presidential coins but also have a better grasp of #AI compared to DeFi, NFT, and the Metaverse.
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