Web3 AI: Value Reconstruction and Future Landscape After the Bubble Burst

——From DeFAI to Embodied AI, analyzing the breakthrough path of Web3 AI

1. Current Market Situation: Transformation from Frenzy to Rationality
The current Web3 AI sector is undergoing a profound revaluation of its value. The phenomenon of political coins represented by $TRUMP marks a complete shift in market sentiment, as the market capitalization of AI Agents plummeted from a peak of $20 billion to the range of $5-6 billion, completing a brutal industry cleansing. This process of de-bubbling has given rise to two significant changes: on one hand, projects that once relied on conceptual hype are withdrawing; on the other hand, survivors must prove their genuine product-market fit (PMF). It is noteworthy that this adjustment sharply contrasts with the vigorous development of Web2 AI—giants like Meta and OpenAI continue to launch new models, and capital enthusiasm remains unabated. This divergence between "Web3 cooling" and "Web2 warming" precisely illustrates the essential differences in the developmental logic of the two fields.

2. Key Breakthrough Directions: Six Major Trends Reshaping the Future of AI
1. DeFAI: The necessary path for AI to revive DeFi
The high barriers of traditional DeFi (complex cross-chain operations, inefficient strategy execution) hinder large-scale adoption, while AI-driven #DeFAI (Decentralized Finance + AI) is changing this situation.

Core Value: DeFAI is not just a "Copilot", but also a "Yield Navigator" that leverages AI to bridge the information gap and achieve proactive appreciation of on-chain assets.

2. InfoFi: The Tokenization Revolution of Attention Economy
The next stop for SocialFi is InfoFi (Information Finance) - tokenizing the influence, dissemination pathways, and derivative value of information.

Reconstructing the distribution of benefits: Traditional SocialFi relies on fan economy commissions, while InfoFi allows content creators to directly capture the value of information dissemination (such as advertising revenue and data usage rights), with the platform profiting through protocol services.
Future direction: Deep tokenization of information supply chains, such as real-time event prediction markets and on-chain derivatives of public opinion data.

3. Framework Agreement: From Technical Infrastructure to Ecological Construction
Open-source frameworks were once the core of Web3 AI valuation, but pure technical standards struggle to support long-term value. Leading projects are building through the Launchpad ecosystem:

🔵Summary: The ultimate goal of framework-type projects is to become an "AI application factory," capturing value through protocol layer commissions and ecological asset interoperability.

4. Consumer AI: The Explosion of Personalized Agents
Virtual characters and emotional companionship, among other C-end scenarios, have become the focal points for AI implementation:

Current challenge: How to balance the openness of personality IP with commercialization, avoiding falling into the homogenized competition of "virtual influencers."

5. GameFAI: AI Reconstructing Game Production and Experience
Games have become a testing ground for AI multimodal capabilities:

Trend: Games will shift from "asset on-chain" to "experience autonomy," and the combination of AI-generated content (AIGC) with on-chain economic models will give rise to new types of UGC platforms.

**Meaning**: This type of protocol is the infrastructure for large-scale collaboration of AI and may become a core component of the "decentralized AI cloud" in the future.

III. Outlook: Liquidity Reflow and Value Reconstruction
当前Web3 AI仍处熊市周期,但严苛环境正倒逼项目夯实基本面。 随着AI技术栈的成熟(如自主Agent、多模态模型)与链上经济模型的fusion,下一阶段将出现两大趋势:
1. Head applications in vertical scenarios: Projects with clear monetization paths and community stickiness in tracks such as DeFAI, InfoFi, and GameFAI will stand out.

🔵Web3 AI is shifting from a "narrative bubble" to "value accumulation," with six major trends pointing towards a more open and democratized AI future. The bear market is a touchstone; after liquidity warms up, projects that delve deeply into scenarios and are tied to real demands will lead the next round of explosions.
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