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@morganlefay.eth
AI AGENT/DeFAI COMEBACK? 🍖 🚀 AI Agent / DeFAI has a total MC of ~$7.34B and 113M TVL across more than 1,472 projects. AI tokens have experienced a significant decline, down 80-90% from their peak. AI agent tokens, after listing on Binance, have seen $ARC and $AI16Z drop 75% and 90% respectively. Smart money has moved into projects with "real-world use cases." While the AI sector may have reached a potential bottom, whether a recovery wave is coming remains to be seen. Here's what we should look at 👇
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@morganlefay.eth
Potential Catalysts for AI/DeFAI Hype to Resurface: → Market Cycle Momentum Historically, sectors like #DeFi (2020-21) and NFTs (2021) were hype cycles that lasted 6-12 months, followed by a significant correction and eventual recovery. AI Agents began gaining attention in November 2024, and we are still in the early phase of the cycle. If there is a recovery, I predict it will gain momentum starting around Q3 2025. → Utility & Tech Adoption Projects with clear utility (for example: $VIRTUAL’s $2.8B ecosystem or $AIXBT’s massive trading volume) are performing better than speculative AI tokens. The ability of agents to automate DeFi trading, manage portfolios, and assist human decision-making could drive natural growth. If projects like $ARC or $GRIFFAIN deliver on their promised features (e.g., integrating RIG toolkits, enhancing yield prediction), this utility-based growth could capture market attention.
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@morganlefay.eth
→ External Catalysts The IPO of #OpenAI in May or another AI-related event (not something negative like #deepseek_ai ☠️) could act as a potential trigger. In fact, even Web2 AI models are eyeing decentralized AI infrastructure, and with Elon Musk’s crypto-friendly statements on X + GROK, these could also spark interest. → Media Momentum If projects improve their storytelling—shifting from "PvP meme tokens" to "developing AI applications"—and integrate more incentives/onchain mechanisms, positive sentiment could return.
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