With the emergence of DeepSeek, the AI track has once again sparked heated discussions. AI Agents in the crypto industry are accelerating the integration of real-world crypto businesses, marking a new phase in the convergence of AI and the crypto industry. Recently, HTX Ventures released the latest industry research report on the AI track titled "DeepSeek Ignites the AI Track 'iPhone Moment,' Agents Token Accelerates Integration into Real Crypto Business," providing a detailed analysis of the deep integration of AI with the crypto world, driving the application and implementation of AI in real crypto business.
In Q4 2024, the leading Agents project based on Launchpad entered its asset issuance boom period, rapidly attracting funds and users. As the initial asset issuance frenzy subsided, the first-mover advantage of the Agents track had been nearly exhausted. The market urgently needed new catalysts to break the impasse.
Against this backdrop, DeepSeek's innovation has brought new hope to the industry. Its groundbreaking technology allows large models to enhance their reasoning ability purely through reinforcement learning (RL), significantly reducing costs and enabling AI to truly become an intelligent entity that collaborates with humans, enhancing the intelligence and user experience of Crypto Agents. This development may inject new vitality into the Agents field and reshape the industry landscape.
The research report points out that the launch of DeepSeek is considered the "iPhone Moment" of the AI track. Just as the iPhone drove an industry revolution in the era of smartphones, DeepSeek's innovative features and application scenarios are also expected to lead the technological development of the crypto industry in the coming years.
The overall ecosystem of AI Agents can be roughly divided into four core areas:
The AI Agent Framework, as the core infrastructure of the intelligent entity ecosystem, has its core value in significantly reducing the development threshold and accelerating the implementation of AI applications. The Eliza project has built a sustainable business model based on its technological innovation and ecosystem design.
The AI Launchpad, similar to the "incubator + exchange platform" in the crypto field, aims to lower the issuance threshold for AI Agent projects, assisting in rapid launch, funding, and promotion.
The AI Agent Meme Coin track combines the dual narrative hot topics of AI and Meme, possessing a strong viral transmission potential, and has become an important vehicle for quickly gathering funds in a short period. Representative projects include BULLY from the Virtual ecosystem, TAOCAT from the Bittensor ecosystem, and LLM, among others.
AI Agent applications focus on the implementation and commercialization of practical scenarios, covering areas such as automated trading, asset management, market analysis, cross-chain interaction, and more. Representative projects include GRIFFAIN, NEUR, and BUZZ. In the future, AI Agent applications are expected to become the most promising sector in terms of growth.
The research report believes that deep cultivation and resiliency are the core competitive advantages of Agent teams. The experiences of teams such as Virtual, SEKOIA, ai16z, and Swarm demonstrate this. At the same time, attention must be paid to product usability, which is a core element driving rapid user adoption and broad market penetration.
The AI Agent track is transitioning from the early stage of being "narrative-driven" to the mature stage of being "data and revenue validation-driven." The key factors determining whether a project can navigate through market cycles are its sustainable profitability, real user needs, and continuous innovation in technology.
Future directions worth noting include:
Multi-Agent systems and DeFAI (Decentralized Finance + AI): These two directions demonstrate the significant potential of AI in complex decision-making and financial automation, with the possibility of long-term growth.
Key framework feature updates: Stay tuned for the technical iterations of core AI Agent frameworks such as ELIZA, ARC, as upgrades to these frameworks may spawn entirely new application scenarios and business models.
New infrastructure projects: Especially AI models, data layers, and computing infrastructure designed specifically for the Crypto scene, which will serve as crucial cornerstones supporting the next generation of the AI Agent ecosystem.
As a leading investment institution in the industry, HTX Ventures has always closely followed industry trends in AI and cryptography. From DeepSeek to Agents tokens, HTX Ventures clearly sees the enormous potential of the combination of AI and cryptographic technology and actively invests and lays out in this field. In the future, with the deep integration of AI and cryptographic technology, the industry will face more opportunities and challenges. HTX Ventures will continue to be committed to driving industry technological innovation and leading the future of the cryptographic world.
HTX Ventures is the global investment arm of Huobi HTX, integrating investment, incubation, and research to identify the world's most outstanding and intelligent teams. As an industry pioneer, HTX Ventures has over 11 years of experience in blockchain development, excelling at identifying cutting-edge technologies and emerging business models in the field. To drive growth within the blockchain ecosystem, we provide comprehensive support to projects, including financing, resources, and strategic advice.
HTX Ventures currently supports over 300 projects spanning various blockchain sectors, with some high-quality projects already trading on Huobi HTX. Additionally, as one of the most active FOF funds, HTX Ventures invests in 30 top-tier funds globally and partners with leading global blockchain funds such as Polychain, Dragonfly, Bankless, Gitcoin, Figment, Nomad, Animoca, and Hack VC to jointly build the blockchain ecosystem.
This article is contributed content and does not represent the views of BlockBeats.
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