The hot tracks in this cycle: AI, RWA, MEME
Last year, AI was the leader, RWA was second, and MEME was third. This year, AI has fallen to the third position.
AI technology is iterating too quickly, and the hot topics have switched rapidly over the past few years, from stacking computing power, stacking parameters, and stacking data to multimodal applications and vertical applications, and now to Agents. Specifically regarding Agents, last year saw a surge in individual Agents represented by GOAT, platforms represented by Virtual, and architectures represented by Eliza, but since this year, they have basically entered a deflation phase.
The only one going against the trend is ALCH, this no-code Agent development platform, which, due to chip accumulation and leveraging hot topics, is indeed easier to pump. It seems that a bunch of no-code development tool AI products will gradually arrive, and combined with concepts related to MCP, it might bring about a third spring for AI.
