1. I am optimistic about AI + DePIN, it is indeed a perfect match.

2. I am not optimistic about AI + MEME; to put it simply, it is still asset issuance. The crypto space does not lack channels and methods for issuing assets. Every narrative MEME will give birth to fixed leaders, and most importantly, if a MEME is tied to a fixed narrative, it will face significant limitations, just like $ACT.

3. I am optimistic about AI Agents. I have seen such projects in the blockchain space, where AI understands user intentions through chat dialogues and ultimately executes actions. However, AI Agents can take many forms; just like the future development of crypto and intentions, we should not be fixated on being entirely on-chain, as many niche AI Agent projects can emerge.

After reading the full text, I feel that Haotian is betting on AI + Crypto + MEME to create FOMO and attract funding and users from outside the circle. This idea probably came about a month late?

I still don’t have a strong feeling about the final conclusion of "AI Agent + AI MEME + AI Platform + AI DePIN."

Mainly because the current Web2 AI has not sparked the transformative change that was imagined.

Of course, if the leading true AI companies start building in Web3 directly, it could create a very different scenario!