AI Agent investment experience: The code 'quality' basically explains everything, and it is very important to play with the community.

It is true that newcomers should follow the principle of getting on board first and then learning and researching, but it is recommended to enter positions with major targets that have a strong consensus first.

Author: Haotian

The AI Agent track on the chain and the secondary mainstream market are now playing a "double-edged sword". Obviously, Smart Money is all laying out on the chain to find opportunities. Let me briefly share my personal investment experience:

1. Framework and standards series, the code structure 'condition' on Github can basically explain everything, and the high technical threshold will be the first hurdle;

2. The upper and lower limits of the application of the AI Agent in the single AI series are very high. It is necessary to experience it before making a decision;

3. The Launchpad series, Tokenomics is a double-edged sword. The speed of building high-rise buildings is fast, but the collapse is also fast. This is definitely not the manifestation of the platform's core competitiveness, if it is, it should be viewed with caution from a short-term perspective.

4. Don't get stuck on @shawmakesmagic's personal tone issue, the early founders' jokes and anger, playing with the community is important, holding on to #ai16z's thigh is the main upswing backstage of this round of Ai Agent Summer;

5. The competition between Base and Solana is a fact, but the dominance is gradually being controlled by Solana. However, it is necessary to focus on Base for research and investment, as slow and steady wins the race. It's not too late to intervene in the chaotic market of the epoch once Consensus is reached.

6)ai16z and Virtual, who will prevail, I expressed in the top article. The biggest charm of Crypto is the power of the open source developer community behind it;

7. The concept of TEE+ is not something that has arisen by chance. TEE will be a key component for the long-term development of AI Agents, no less important than ZK for Rollup;

8. AI Agent is becoming more and more like DeFi Summer, which is an unstoppable trend. Seeing many people sing the uselessness of Agent, it can only be said that there were similar voices in the early rise of DeFi.

9. Ai Agent has given our technical bloggers a new platform, where they can fully utilize their skills. It's the summer for our technical bloggers, so let's cherish those bloggers who share technical knowledge and insights without directly giving investment advice.

10. It is correct for newcomers to follow the principle of getting on board first and then learning and researching, but it is recommended to enter positions with strong consensus in the head first. The tuition fees paid for entering positions with small consensus in the head may directly discourage them.