SINGAPORE – March 13, 2025 – HTX Ventures has released a new research report that examines the impact of DeepSeek’s technology on the crypto industry. The report, titled “DeepSeek Ignites AI’s ‘iPhone Moment’ as Agent Tokens Integrate into Real-World Crypto,” explores how DeepSeek’s innovative use of pure reinforcement learning (RL) is revolutionizing AI’s role in the crypto landscape, boosting capabilities and lowering costs.
DeepSeek’s Breakthrough and Market Transformation
The report highlights DeepSeek’s emergence as a pivotal moment in the evolution of AI within the crypto sector, likening its impact to the revolutionary effect of the iPhone on the smartphone market. DeepSeek’s advancements, which leverage pure reinforcement learning to improve AI reasoning and reduce costs, are seen as a driver for a new era of development in crypto-tech.
In the fourth quarter of 2024, a surge in top-tier AI Agents projects fueled by Launchpads created substantial excitement, leading to increased asset issuance and attracting significant capital and users. However, the initial hype began to subside, and the market needed a new catalyst to regain momentum. DeepSeek’s RL technology is positioned to revive growth by making AI a more effective partner in real-world applications, thus transforming the AI Agent sector and reshaping the industry.
The AI Agents Ecosystem: Key Sectors and Dynamics
The report identifies four main sectors within the AI Agents ecosystem:
- AI Agent Frameworks: These provide the infrastructure for the AI Agents ecosystem, reducing development barriers and accelerating AI’s application. The Eliza project is mentioned as an example of technical innovation and a sustainable business model.
- AI Launchpads: Functioning as hybrid incubators and trading platforms in the crypto space, these lower entry barriers for AI Agent projects, speeding up their launch, funding, and promotion.
- AI Agent meme coins: Blending AI with meme narratives, these coins have the potential to gain viral traction, accelerating capital accumulation. Examples include BULLY (Virtual ecosystem), TAOCAT, and LLM (Bittensor ecosystem).
- AI Agent applications: Focused on the practical implementation of AI technology in real-world scenarios, these applications span automated trading, asset management, market analysis, and cross-chain interaction. Representative projects discussed include GRIFFAIN, NEUR, and BUZZ, with applications expected to be the most promising area of development.
The report emphasizes that deep expertise and resilience are critical for the success of AI Agent teams, highlighting entities like Virtual, SEKOIA, ai16z, and Swarm. The report also stresses the importance of product usability for driving user adoption in the crypto market.
2025: Maturity and Value in the Crypto + AI Agent Market
The maturation of the AI Agents market is transitioning from a narrative-driven stage to one where success is determined by data and revenue. The report suggests that the ability of AI Agent projects to achieve sustainable profitability and fulfill user needs through technological innovation will become paramount for success.
Future Directions and Investment Strategy
Future areas that warrant attention include:
- Multi-Agent Systems and DeFAI (Decentralized Finance + AI): These areas showcase AI’s significant potential for complex decision-making and financial automation.
- Core Framework Updates: It is crucial to monitor the evolution of key frameworks such as Eliza and ARC. Upgrades could create new applications and business models.
- New Infrastructure Projects: Tailored AI models, data layers, and computing infrastructure for the crypto ecosystem will play a foundational role in the next-generation AI Agent landscape.
HTX Ventures, as an investment institution, aligns its strategy with these market trends. Its investments in DeepSeek and its backing of AI Agents tokens demonstrate the company’s conviction in the synergy between AI and blockchain technologies.
As AI and crypto technology converge, HTX Ventures remains committed to driving technological progress and shaping the industry’s future. The full report can be accessed here.
About HTX Ventures
HTX Ventures is the global investment arm of HTX, integrating investment, incubation, and research. Their mission is to identify and support the most innovative projects in the market.
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