Don’t miss the most obvious niche of H2 2024

12天前
标签:比特币0380
文章来源: Metaquant

Don’t miss the most obvious niche of H2 2024.

Crypto is just a mirror of the outside world.

Learn to identify shifts of trends outside the crypto space.

Then, look for projects riding them.

This market downturn was useful to see which sectors would have rebounded faster, confirming AI as the main narrative for this cycle.

From computing - $RNDR - to machine learning - $TAO - all subsectors that have led in the past months showed strength again.

Let me tell you something though.

CT is slowly waking up.

Finally, people are starting to look into AI Agents - the most promising subsector in AI with the highest upside.

A friend sent me this abstract: (tag them if you know)

”In the 1970s, many Western economies experienced stagflation—high inflation with stagnant growth. Governments responded with policies to boost productivity, often through deregulation and innovation.

In the 1990s, technology companies contributed to lower inflation by increasing efficiency and reducing costs.

AI agents, with their agentic workflows and ability to collect real-time data, perform reflection, create plans before execution, and orchestrate various ML models and tools, essentially mimic human brain functions—only better.

They offer intelligence and flexibility an order of magnitude above traditional robotic automation, which has been around for many years.

On the productivity front, the benefits are clear. AI agents can dramatically increase efficiency in various tasks”.

Before this happens, months, if not years, will pass. But this is not the point.

It’s the narrative.

The only thing that matters.

More and more protocols are shifting towards this sector → attention will shift there too.

• $PRIME $OLAS and $FET building relentlessly for years

• @gizatechxyz announced its “Giza Agents” framework in April

• ByBit listing @Spectral_Labs - backed by top Tier-1 VCs

Then these upcoming ones

@ShinkaiProtocol @dainprotocol

@chainml_ @assisterr @HiveNetworkAI

@polywrap_io @AIWayfinder

and many more

Still not convinced?

Check out this post from Brian:

https://twitter.com/brian_armstrong/status/1786053103693017577

Not enough? Do you want confirmation from someone more acknowledged?

How about @sama ?

Alright, read this:

“[Sam] Altman, who was visiting Cambridge for a series of events hosted by Harvard and the venture capital firm Xfund, described the killer app for AI as a “super-competent colleague that knows absolutely everything about my whole life, every email, every conversation I’ve ever had, but doesn’t feel like an extension.” It could tackle some tasks instantly, he said, and for more complex ones it could go off and make an attempt, but come back with questions for you if it needs to.

It’s a leap from OpenAI’s current offerings. Its leading applications, like DALL-E, Sora, and ChatGPT (which Altman referred to as “incredibly dumb” compared with what’s coming next).”

Reminds of you something no?

AI agents or Intelligent agents, whatever name you wanna give them, don’t fade them.

I’ve seen a guy saying: "In the current landscape of crypto where the UX is still horrible and fragmented → AI agents are a savior -

[Sell my Friendtech keys and buy me a floor Pudgy NFT] prompt would probably save me like 30mins of my time in the current state or crypto UX".

Upcoming Catalysts in AI:

• Morpheus Launch - May 9th

• Google IO Conference - May 14th

• NVIDIA earnings - May 22nd

• $ASI launch

• @sama raising $7T for AI chips and $100B for Microsoft's AI fund

• Apple pushing AI for the end of this summer

• @openai GPT-5, Sora releases

• Tesla planning to spend $10B on joint training and inference of AI

Countless others

My bet is that AI Agents will have their own big narrative just like the Defi bubble and the valuations will be sky high.


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