bao san
@sanbao
AI Agent Frameworks peak in Q1 2025 and won't recover - • AI Agents have no proven product fit that can sustain speculation. • Alt-L1 success was built on proven demand for blockspace during DeFi summer, but AI Agents lack demand or a defined user base. • Speculation drives AI Agent launches, but the cycle collapses when markets see they’ll remain toys for the foreseeable future.
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