The AI agent trading that is currently praised everywhere is essentially just a few lines of open-source code, deceiving retail investors to open their wallets, making it a ready-made ATM for venture capital firms.
A certain whale on the Base chain heavily invested $23,000,000 in AI Agent tokens in March 2026, and when clearing, due to the lack of real buying pressure, the account instantly bled a loss of 88.77%. We can directly see through the underlying data of the current leading AI assets:
In street trading, this means one thing: the entire entry fee is rolled in by retail investors. Once large funds dump and cash out, this thin layer of liquidity cannot withstand the real selling pressure at all.
Peeling away the high-level jargon of white papers, the current system architecture of this batch of AI projects is a thorough 'asymmetrical responsibility' harvesting machine. Taking the recently popular Ethereum ERC-8004 and other agency protocols as an example, there are no hard requirements for joint liability and staking penalty mechanisms in the underlying code.
It's like hiring a bodyguard with a gun, and when he accidentally fires and causes trouble, it's you who pays the price with your life. An AI agent takes your authorization to interact automatically, and once it encounters malicious prompt hijacking, the principal is instantly drained. As for the project issuing the tokens, they have already cashed out their unlocked shares at high positions.
Looking back at the 'February liquidation' event in 2026, 15,000 retail AI robots received the same on-chain signal in the same second, issuing absolutely identical sell-off instructions, resulting in $400 million in leveraged losses within 3 seconds. This is not a failure of the algorithm, but rather a targeted detonation deliberately triggered by Wall Street institutions using 'adversarial noise'. Having AI doesn’t make you the scythe, it just puts you in an extremely neat position to be harvested.
In the next 12 months, 95% of AI Agent projects relying purely on narrative coin issuance will die due to funding exhaustion, as venture capital is accelerating its escape to infrastructure tracks like stablecoins. In this dark forest armed to the teeth with algorithms, do you really think buying some $VIRTUAL will help you extract money from the pockets of the market makers when institutions are precisely hunting your robot with hardcore scripts?