At the beginning of 2025, the AI-Agent sector faced a major decline, with market capitalization decreasing by 67%. Despite a growth in the number of projects, the market shows signs of a bubble, linked to insufficient liquidity for the fast-growing supply.
Significant Decline and Core Issues
The AI-Agent sector has experienced a significant market capitalization drop since the start of the year, while projects have increased by 8.9%. Key problems include: * **Inter-chain Divergence:** AI-Agent projects on Solana blockchain account for 56% of the total, yet their market value has decreased by 70%. In contrast, the average project value on the Base blockchain is significantly higher, reflecting an overabundance of low-quality projects within the Solana ecosystem. * **Collapse of Major Projects:** The market has lost patience with projects lacking real-world applications.
Impact of External Factors
The launch of DeepSeek, a new technological platform, leading to reduced costs of AI model training, significantly impacted AI-Agent's dependency on equipment, such as Nvidia GPUs, resulting in a substantial decline in their prices.
Technological Development Prospects
Despite current challenges, certain areas indicate a potential revival of the AI-Agent market. These include: * **DeFAI and Human-Machine Collaboration:** Decentralized Financial AI presents new avenues for technology and its applications. * **Integration of ZK and TEE Technologies:** New methods of symbiotic evolution of technologies offer enhanced accountability and privacy.
The decline in AI-Agent market capitalization is not the end of the sector but rather a necessary step towards a new development phase. Despite technological and economic difficulties, the future of DeFAI and the evolution of human-machine collaboration provide grounds for optimism.
