Viewpoint: AI Agents"take over"memecoin into Supercycle

Author: Ignas, encryption KOL

Compiled by: Felix, PANews

Forget the super cycle of memecoin, AI Agents surpass everything, and much more than that, the following figure compares the price performance of AI Agents with other narrative prices:

In the past 3 months, the overall market value of AI Agents has increased by 7000% (driven by new products), while Memecoins have only increased by 15.19%.

As shown in the figure below, considering the volatility of the newly launched AI token, AI Agents has also performed well in the past 30D, rising by 75%, while Memecoin has fallen by 25%.

Comparing Memecoin with AI Agents has several reasons:

First of all, the craze for memecoins is driven by low float, high FDV VC tokens. Most AI Agents remember these negative examples and launch with almost no or no VC funding.

More importantly, many AI Agents tokens are launched on platforms such as Pump.fun and incubation websites such as Virtuals in a manner similar to memecoin. They start trading at a lower market value, allowing early buyers to profit from the rise. Without memecoin, the performance of AI Agents may be completely different.

Secondly, AI Agents have distinct, self-updating cultures, even "cult memes," and have some practicality.

Just like aixbt constantly adapts to the present narrative and themes. They are also native encryption currencies, while OG memecoin is a cultural import from Web2 (with a few exceptions, such as $PENGU).

In contrast, OG memecoin remains stagnant and requires continuous support from the human community to maintain relevance/vitality.

As the encryption KOL redphone said, "Nothing is more exhausting than memecoin."

Finally, AI Agents successfully grabbed market attention from memecoin and achieved liquidity transfer accordingly. The author had witnessed the transformation of their own wallet before:

A Degen hot wallet that trades freely and pursues popular narratives, whose investment portfolio has completely changed from pure memecoin to AI Agents. The wallet's profits have now risen a lot, but if you still hold these memecoins, the earnings situation will be very dismal.

So, is this an AI Agents super cycle or a simple narrative rotation?

Encryption KOL redphone mentioned in the 2025 prediction that 'ordinary' memecoin will introduce proxy mascots/spokesperson robots (or memecoin will slowly decline until it becomes insignificant).

This is a bold prediction, but if it really happens, there is no need to be surprised.

Related reading: encryption market year-end inventory: 25 25-year predictions and 23 most promising coins.