A brief analysis of several deterministic trends in the AI Agent track: 1) TEE will become a new underlying infrastructure in the AI Agent era; Just like the technical status of ZK in the layer2 narrative, TEE will become a trendsetter in the new round of AI Agent trend. The core reason is that TEE can solve the problem of trusted isolation environment in the hardware terminal environment, and it naturally has privacy and remote verifiability. It can become a key component of Agent-issued asset custody private keys, Agent privacy data collection and application, Agent edge computing DePIN infra construction, etc. under the background of everyone is equipped with AI Agent; 2) AIXBT will become Mindshares strongest single AI; Compared with other vaguely determined AI Agent directions such as framework standards, chainization, DeFai, GameFai, etc., the narrative logic with single AI as the attention grabber is the most grounded, and there are deterministic growth opportunities. For example, the global growth of its Twitter followers, the convergence of its business scenarios towards Trading, the synergistic effects of its cooperation with other AI Agents, etc., are all highly deterministic and extensible business ideas; @aixbt_agent 3) ai16z will be the spiritual totem of the AI Agent open source ecosystem; Compared with the uncertainty of the closed-source ecological expansion of the Virtual ecosystem, #ai16z adheres to the combinatorial innovation drive of the open source community and has a relatively clear development certainty. However, with the exposure of a series of endorsement events, in the future, ai16zs thigh-holding posture will tend to the direction of open source technology sharing, while pure MEME or conceptual alignment will hardly enjoy the growth buff expectations of the whole family bucket; @shawmakesmagic 4) AI Agent will usher in many number one players; The overall feeling of the first stage of the AI Agent track is that chaos and opportunities coexist, but the overall grassroots team is more. With the exposure of many problems in the chaos, AI Agent is being included in the strategic evolution direction by mainstream VCs, project parties, exchanges, etc. The market will be further chaotic and turbulent in the early stage of the entry of the regular army, but after a reshuffle, excellent leading projects, especially those with clear business paths and clear continuous empowerment plans, will become the new round of mainstream, and projects that have been purely MEME-based in the past and cannot keep up with the subsequent empowerment may fall behind; 5) The chainization trend of AI Agent will be further accelerated; AI Agent is only the starting point for the fermentation of AI + Crypto narrative. The MEME-based asset issuance narrative can attract attention, but how to build the subsequent AI Agent framework standards, how to interoperate multimodal AI Agents, how to connect AI Agents to DeFi and GamFi, etc., require a set of predictable exploration directions around Chain. For example, DA, Oracle, interoperability, Chain Abstration, zkVM, etc. will become the necessary infrastructure for the chainization of the new generation of Agents, and will also reconstruct the original old narrative innovation. If nothing unexpected happens, each direction may give birth to a new AI Agent infra supporting project with a 1B level expectation. Note: Thanks to @okxchinese @Mercy_okx for organizing the New Years Eve dinner. I had in-depth communication with OKX bosses, many big KOLs, and some Builder project parties in the past two days. I have a lot of feelings. There is no other way but to continue building and work together to promote the formation of the main upward trend of AI Agent. Retracta ... Expand