CZ and Brian Armstrong have both come out to say that AI Agents will be the main force in future payments.
Morning Report + Thoughts Before Opening 2026/03/14 AI+Crypto
Market Overview and Fund Flow:
The AI sector remains the focus today, especially projects like NEAR that have practical applications and ecological support, which are performing very well. Personally, I think this trend of fund flow towards the AI sector is hard to reverse in the short term, especially since Meta has started acquiring platforms like Moltbook, an AI Agent social platform; this signal is too obvious. Traditional Web3 projects that cannot integrate with AI may face greater pressure.
Hot Tracks and Observations:
1. AI Agent Concept:
#MOLTBOOK was acquired by Meta, and both CZ and Brian Armstrong have come out to say that AI Agents will be the main force in future payments. This indicates that AI Agents are no longer science fiction but are real applications. I think we need to keep an eye on projects that provide infrastructure and payment solutions for AI Agents, such as Circle's Arc Chain and USDC, as well as public chains like NEAR that directly build AI Agent markets.
2. AI + DePIN/Compute: With the popularization of AI Agents, the demand for computing power will explode. DePIN (Decentralized Physical Infrastructure Network) and decentralized computing projects may see a new point of explosion.
3. AI + Security/Privacy: Vitalik has begun to emphasize wallet security and privacy protection in the age of AI, which indicates that the security challenges brought by AI cannot be ignored. In the future, more projects will focus on how to use AI to enhance on-chain security and how to differentiate between AI and human users (such as Proof of Personhood).
Trading Thoughts:
My personal view is that the strength of the AI sector will continue in the short term. It is worth paying attention to leading AI coins after a pullback or those emerging projects with a clear AI narrative and good fundamentals. However, it is also important to note that when market sentiment is high, it often comes with high risks. Do not blindly chase highs and control your position well.
Risk Warning:
This wave is a bit interesting, but risks also coexist. The speculations surrounding AI concepts still exist, and some projects may just be riding the wave. At the same time, the uncertainty of the macro economy still exists, and the overall volatility of the crypto market is high. Be sure to manage risks well and set stop-loss and take-profit levels.
#Meta计划裁员