Three unbelievable things in the recent market and views on the future market trend

Good luck to the new work! By the way, let me talk about the recent unbelievable points in the market, as well as some views on the future market trend:

Good luck to the new work!

By the way, let me talk about the recent unbelievable points in the market, as well as some views on the future market trend:

1) The emergence of $TRUMP coin has indeed brought a lot of "increment" to the cryptocurrency circle, and many new users have entered the market through channels such as Xiaohongshu, but the wealth-creating effect of the US President's MEME coin has not had enough time to digest and undertake. Even if some incremental users and funds come, I am afraid that before they can be converted into "new" users on the chain, their cryptocurrency dreams have been shattered and they have been ruthlessly persuaded to leave.

However, the TRUMP team, like a magic mirror, destroyed the "technology, narrative, building, coin issuance, and empowerment" ecosystem that has been balanced in the cryptocurrency circle for many years, allowing everyone to see the over-gambling core of the cryptocurrency circle.

But with the same gambling trump card, CEX may be powerless to recover. After all, VCs, exchanges and other egoists who guard key ecological niches will become the biggest obstacle for retail investors to make profits, but DEX does not naturally have these obstacles. When TRUMP's destructive liquidity bloodletting is over, a new prosperous on-chain market will start again.

Focus on chain is the main theme of 2025, and it has nothing to do with the bull and bear markets.

2) DeepSeek’s breakthrough in the pricing of AI large-model computing power costs is clearly a huge boon to the AI Agent track from a technical perspective. However, its suppression of the bubble of Nvidia in the US stock market has caused web3 AI Agent assets to suffer a “wrong kill”.

But in essence, this is the "rational" decline of the AI Agent asset issuance narrative bubble. The market has revealed a truth with the continued decline in prices. Although AI Agent has gone through a round of narrative evolution from framework standards, single AI, chainization, DeFai, MetAiverse, etc., the "fragile" problems such as immature project technology, conspiracy groups playing the leading role, and the asset valuation system having no value support have all been exposed.

The current AI Agent is still on the eve of summer and needs a thorough reshuffle to rebuild everything.

But fortunately, after destruction there will be nirvana and rebirth.

3) The market suddenly turned bearish in an absolutely bullish mood, with a crypto-friendly government + a spark of spring on the chain + numerous products, protocols and MEMEs in the market. From the fundamentals, it seems that the cryptocurrency world is approaching a golden age, but it unexpectedly turned bearish? Although it is still unclear, it will take some time to repair the damaged emotions and asset losses.

The core logic is this: there are too many asset targets in the Crypto market, and the market lacks sufficient incremental users and funds. Relying on Fomo sentiment cannot drive the general rise of existing old assets. In other words, everyone wants to accompany the industry's growth through PVE, but they can only do endless PVP in order to survive.

If the industry will eventually suffer a wave of disaster due to its nature of excessive gambling, then the new narrative of AI Agent is Nezha who breaks through all of this with the saying "My fate is in my own hands".

AI Agent can breathe new life into old narratives, can bring new vitality to on-chain DEX, and can bring about a new PMF involution cycle centered on products + applications... Even if in the short term, AI Agent has given me nothing, it does not affect my infinite longing for it at all.

Because it can accelerate the integration of AI and the Crypto world and make everything better.