How to win in this new "public blockchain war" of AI Agents?
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How to win in this new "public blockchain war" of AI Agents?
Agent Ecosystem = The New L1
Navigating Web3 tides with focused insightsWritten by: 0xJeff, AI investor
Translated by: Ismay, BlockBeats
Remember the L2 craze of 2022–2023?
Back then, the best strategy was to accumulate leading DEXs, top lending markets, Solidly forks, LSTs, yield optimizers, and so on. Everyone was chasing token launches, farming airdrops, or depositing TVL into L2 platforms like Blast to earn points.
It was chaotic, but it worked—albeit for just a few months.
Now, that same enthusiasm is returning—but this time, the rules have completely changed.
The Agent ecosystem is reshaping how we understand markets, with a structure entirely unlike before.
No VC Dominance
In the L2 era, token allocations always followed a fixed formula:
15–30% to the team, 10–30% to VCs and KOLs, and the rest distributed via incentives and rewards.
But in the Agent ecosystem, things are different. Tokens are 100% community-owned, with teams possibly reserving only 5% for incentives—the rest flows freely to the market.
What does this mean?
Everyone has equal access to participate. No more worrying about VC unlocks or insider dumps. If you want exposure, you take on the same market risk as everyone else.
What about KOL OTC rounds?
Some projects do offer discounted OTC deals, but typically:
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Sizes are strictly limited;
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Priority goes to deeply aligned partners—like DAOs or influencers actively supporting ecosystem growth.
This isn't the old model of "VCs pump, retail dumps." It's a fairer, leaner system that truly empowers communities.
No "Copy-Paste" Trends
At least not like in DeFi, where everything from Uniswap to Liquity was endlessly forked with almost no innovation.
Here, everything revolves around genuine novelty. Developers aren't copying—they're launching new Agents and new use cases at a pace that’s hard to keep up with.
Why?
AI applications iterate faster:
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No need for months-long audits;
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Most Agents launch on a weekly, not monthly, timeline;
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The entire space is vibrant, experimental, and creative.
Something exciting emerges nearly every week, and as AI technology evolves, so does the Web3 AI Agent narrative.
A New User Acquisition Model
In traditional DeFi, users had to:
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Find the project’s website;
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Spend time learning about the product;
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Possibly interact with it.
Agents flip this model entirely—bringing the product directly to users.
Take @aixbt_agent as an example: it delivers real-time valuable insights right on CT (Crypto Twitter). Users instantly feel the value, get curious, explore further, and eventually buy the token to unlock full functionality.
This "interact first, transact later" funnel is far more effective. As on-chain trading Agents and DeFi Agents become widespread, this model is expected to dominate by 2025.
Highly Curated Ecosystems
Gone are the days of thousands of fragmented L2s and dApps. Now we see tightly connected ecosystems like:
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@virtuals_io (Base)
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@ai16zdao (Solana)
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@daosdotworld (Base)
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@daosdotfun (Solana)
What’s different?
Developers aren’t lured by grants or incentives—they naturally flock here because of:
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Fair-launch tokenomics;
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Passionate communities;
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Opportunities to experiment and innovate in an exciting space.
This is what happens when fair launches meet continuous innovation. Developers, investors, and communities collectively drive ecosystem growth.
How to Position Yourself in This Agent Cycle
It feels like the early days of L1s—but at a much faster pace. Looking back at 2020–2021, many L1s reached peak valuations over $100 billion. The same potential exists here.
If you want to position yourself, watch these Agent-related L1s:
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$VIRTUAL
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$AI16Z
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$ZEREBRO
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$GRIFFAIN
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$BULLY
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$ARC
But don’t just chase whatever’s hot today. Look for:
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Undervalued opportunities beyond the current narrative;
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Teams that move fast, tell compelling stories, and build strong market awareness.
If you want to learn more, check out this guide:
Welcome to the New Era
The Agent ecosystem isn’t just a new L1—it’s an entirely different market structure—faster, leaner, and more community-driven than ever before.
We’re entering a cycle that could reshape how Web3 innovation operates, and the journey toward $100+ billion valuations has only just begun.
Welcome aboard, friends—this is going to be an incredible ride!
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