MCP is a Good Theme 1. In a bear market, it's better to learn than to lie flat. We talked about MCP this morning. Recently, new AI projects on various chains have come standard with MCP. What is MCP? The model context protocol is also applicable. It is a standard introduced by Anthropic in 2024, used to call different data sources for AI agents. Before this standard, could agents not access the database? Can't access external data? Of course not, it's just that everyone had their own solutions before, and the solutions were not unified and fragmented. MCP provides a unified framework for bidirectional communication between agents and external data. 2. After MCP forms protocols and standards, it does stimulate the development of agents This is the standard developed by web2 at the end of 2024, and web3, as always, has not produced anything This incident once again demonstrates that web3 is a market for value redistribution, not a market for value creation 3. The result should be that MCP catalytic agents can be applied to a wider range of use cases and more landing scenarios Then the encryption community brought it over to copy, stir it up, and then it fell to zero But there may also be a situation where web2 agents become popular and crypto agents cannot be hyped up In summary, one thing that is relatively certain is that Mcp+AI in the encrypted world will not ultimately accumulate value. 4. In the encrypted world, analyzing liquidity, narrative, emotions, and themes far outweighs fundamentals Fundamental research always doesn't make sense, and the final result is zero. It's all a matter of time. Only the laws of fluidity, narrative, emotion, and theme can allow us to taste the honey of fluidity.