POST-AI AGENT BUBBLE: WHERE'S THE REAL VALUE IN WEB3 AI?

Summary from the TLDR Crypto newsletter

The crypto AI agent bubble surged past $20 billion in market cap before rapidly declining to $4-6 billion, signaling a shift from hype-driven speculation to a focus on underlying infrastructure and real-world utility. Early agents were characterized by flashy, speculative demos, but the market is now gravitating toward decentralized AI solutions that allow for data ownership and practical applications. Both web2 and web3 projects are honing in on fundamentals like improved UI/UX, verifiable agentic workflows, and cost-effective deployment.