AI Agents Could Be Crypto’s Next $100B Category — Easily.

100B, are you sure? Absolutely. Most likely much higher.

Think about it: We’ve seen DeFi hit $200B, NFTs $100B, and Memes $130B in market cap.

AI Agents are currently sitting at ~15B — and they are just getting started. Let's quickly recap.

🛫 The AI Agent Boom Began in October 2024

In just 2 months, they’ve gone from fun experiments to serious frameworks—AI agents are already building infrastructure that could (and will) reshape Web2 and Web3.

I always like to call them the prophets of the post-web area (here's an interesting article I wrote about WEb3 x AI and pos-web. Check it out!).

🔝 But Have AI Coins Peaked? Nope.

I’m hearing it everywhere—“AI coins are overhyped.”

Absolutely wrong from my perspective.

The convergence of Web3 and AI is much bigger than we can imagine. AI agents will hit differently than memes or NFTs.

Obviously, hype plays a role too. As always, corrections will happen to purge the market.

But again, the AI agent market is about 10% of DeFi at its peak and 20% of NFTs. We’re still early. The AI narrative is leading this cycle—and there’s much more room to run.

🔥 3 Sectors That Could Carry AI Agents to $100B 📈

It is essential to understand the different types of AI agents. Here's a quick overview:

• Agents x DeFi: AI-driven trading strategies and autonomous market-making

• Agents x Infrastructure: AI frameworks for scalability and data privacy

• Agents x Memes: AI personalities that merge virality with utility

And this is just the current snapshot. AI agents evolve rapidly. We already saw agents that build new agents.

🛑 Don’t Rush Full Steam Into High-Caps—The Best Plays Are Coming

Missed the first wave? Don’t sweat it. Q1 is set to launch tons of new runners. From my pov, it is a good approach to focus on some renowned projects and concentrate on catching the next AI wave—not chasing pumps that have already happened.