HTX Ventures: DeepSeek ignites the "iPhone moment" in the AI赛道, with Agents tokens accelerating integration into real crypto businesses
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HTX Ventures: DeepSeek ignites the "iPhone moment" in the AI赛道, with Agents tokens accelerating integration into real crypto businesses
Conduct an in-depth analysis of the deep integration between AI and the crypto world, promoting the application and implementation of AI in real-world crypto businesses.
Navigating Web3 tides with focused insights
With the emergence of DeepSeek, the AI sector has reignited widespread discussion. AI Agents tokens in the crypto industry are accelerating their integration into real-world cryptographic applications, marking a new phase in the convergence of AI and blockchain. Recently, HTX Ventures released its latest industry research report on the AI sector titled "DeepSeek Ignites the AI Sector’s 'iPhone Moment': Agents Tokens Accelerate Integration into Real Crypto Business", offering an in-depth analysis of the deep integration between AI and the crypto world, driving practical application and adoption of AI within authentic crypto use cases.
The Rise of DeepSeek: Empowering AI to Drive Industry Innovation
In Q4 2024, leading Agents projects based on Launchpads entered a period of explosive asset issuance, rapidly attracting capital and users. As the initial wave of token launches subsided, the first-mover advantage in the Agents sector has largely been exhausted. The market urgently needs a new catalyst to break the stalemate.
Against this backdrop, DeepSeek's innovation brings fresh hope to the industry. Its breakthrough technology enables large models to enhance reasoning capabilities through pure reinforcement learning (RL), significantly reducing costs while increasing the potential for AI to become truly collaborative intelligent agents. This advancement could greatly improve the intelligence level and user experience of Crypto Agents, injecting renewed vitality into the Agents space and reshaping the industry landscape.
The report identifies DeepSeek's launch as the "iPhone moment" for the AI sector. Just as the iPhone revolutionized the smartphone era, DeepSeek’s innovative features and use cases are poised to lead technological development across the crypto industry in the coming years.
Unique Value and Accelerated Growth of the AI Agents Sector
The overall AI Agents ecosystem can be broadly divided into four core segments:
● AI Agent Frameworks: Serving as foundational infrastructure for the agent ecosystem, their key value lies in drastically lowering development barriers and accelerating AI application deployment. Projects like Eliza stand out through technological innovation and sustainable business model design.
● AI Launchpads: Functioning as a hybrid of "incubator + exchange" in the crypto space, they aim to reduce issuance barriers for AI Agent projects, facilitating rapid launch, fundraising, and promotion.
● AI Agent Meme Coins: Combining the narratives of AI and memes, these tokens possess strong viral propagation potential and have become important vehicles for short-term capital concentration. Representative projects include BULLY from the Virtual ecosystem, TAOCAT from Bittensor, and LLM.
● AI Agent Applications: Focused on real-world implementation and commercialization, covering areas such as automated trading, asset management, market analytics, and cross-chain interactions. Notable examples include GRIFFAIN, NEUR, and BUZZ. In the future, AI Agent applications are expected to become the most growth-potential segment within the sector.
The report emphasizes that depth and resilience are core competitive advantages for Agents teams—exemplified by teams such as Virtual, SEKOIA, ai16z, and Swarm. Additionally, product usability remains a critical factor driving rapid user adoption and broad market penetration.
2025: The Value Accumulation Phase for Crypto + Agent – Protocol Revenue and User Adoption Are Key
The AI Agent sector is transitioning from an early stage driven by narrative hype to a mature phase where value is validated by data and revenue. Sustainable profitability, genuine user demand, and continuous technical innovation will determine whether a project can survive market cycles.
Key directions to watch in the future include:
● Multi-Agent Systems and DeFAI (Decentralized Finance + AI): These areas demonstrate significant potential for AI in complex decision-making and financial automation, offering long-term growth prospects.
● Functional Updates to Core Frameworks: Closely monitor ongoing technical iterations of key AI Agent frameworks such as ELIZA and ARC. Upgrades to these platforms may give rise to entirely new use cases and business models.
● New Infrastructure Projects: Especially AI models, data layers, and computing infrastructures specifically designed for crypto environments, which will serve as foundational pillars supporting the next generation of AI Agent ecosystems.
As a leading investment firm in the industry, HTX Ventures consistently aligns its strategic investments in AI and crypto with evolving trends. From DeepSeek to Agents tokens, HTX Ventures clearly recognizes the immense potential at the intersection of AI and blockchain technologies, actively investing and positioning itself in this transformative space. As AI and crypto technologies continue to deeply integrate, the industry will face both greater opportunities and challenges ahead. HTX Ventures remains committed to advancing technological innovation and shaping the future of the crypto world.
For more information, please read:
https://square.htx.com/wp-content/uploads/2025/03/deepseek-yinbao-ai-saidao-iphone-shike.pdf
About HTX Ventures
HTX Ventures is the global investment arm of Huobi HTX, integrating investment, incubation, and research to identify the world’s most talented and visionary teams. As an industry pioneer, HTX Ventures boasts over 11 years of experience in blockchain development and excels at identifying cutting-edge technologies and emerging business models in the field. To foster growth within the blockchain ecosystem, we provide comprehensive support to portfolio projects, including funding access, resources, and strategic guidance.
HTX Ventures currently supports over 300 projects spanning multiple blockchain domains, with select high-quality projects already listed on Huobi HTX. Moreover, as one of the most active FOF funds, HTX Ventures invests in 30 top-tier global funds and collaborates with leading blockchain investors such as Polychain, Dragonfly, Bankless, Gitcoin, Figment, Nomad, Animoca, and Hack VC to co-build the blockchain ecosystem. Visit us.
For investment and partnership inquiries, please contact VC@htx-inc.com
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