追风Lab .eth🌿|Aug 21, 2026 12:30
During the coldest days of the bear market, most projects were either telling stories or waiting for narratives. And @ DeAgentAI chose to solidify the infrastructure and start running the businesses that can run smoothly first. Now that the new official website is officially launched, the team has clearly pushed themselves to the protocol layer+economic layer. The most intuitive signal to the outside world is the opening up of the AI Agents platform and the launch of the first Agent - Sentry.
As an outsider, what I am more concerned about is the true closed-loop behind this matter: value capture → real profit → repurchase and destruction of AIA → deflation → value enhancement.
Step 1: Value Capture
The earliest accumulation of DeAgentAI was the trusted agent infrastructure. This self-developed framework has begun to export model calling capabilities to external projects, forming an enterprise level solution. This is a typical case of 'technology spillover', where others use your underlying abilities to provide you with a stable source of income. At the same time, the self owned product ecosystem has truly landed. The AI Agents platform has officially opened, solving the problem that "intelligent physical fitness cannot run continuously 24/7". No matter how mature the open source framework is, ordinary users do not want to manage servers, restart processes, keep keys, or monitor bills on their own. The platform has done three key things: one click deployment, zero key operation, and direct wallet payment. The user connects to the wallet once, and the remaining operation and maintenance are handed over to the platform. The positioning of the first Agent Sentry is extremely restrained: it screens the entire Hyperliquid market every day according to the rules set by users themselves, only telling you which ones hit and attaching complete formulas. It does not provide buying and selling advice, ratings, or recommendations. The power of judgment always lies in the hands of the user. The four adjustable strategies (rate arbitrage, position accumulation, abnormal volume, premium deviation) are all screened with zero token consumption, and only when users actively inquire will fees be incurred. When the balance returns to zero, the filtering function continues to operate - the platform would rather give up this part of the income than let users feel that the "intelligent agent has failed". These are the two engines of value capture:
On one hand, there is the enterprise level income brought by technology spillover,
On one hand, there are ongoing usage fees generated by our own Agents platform.
Step 2: Real Profit
It is already difficult to truly generate these two revenues in a bear market. More importantly, these incomes are genuine. The platform supports AIA or USDT direct payment from the wallet, without registration or KYC. Sentry has verified an important thing: platform capabilities can be completely separated from specific agents. Identity, quota, scheduling, memory, and circuit breaker only need to be built once, and all subsequent agents can be directly reused. The cost of the first agent is mainly spent on the platform itself, and the speed of the subsequent agents going online will be significantly accelerated. The business scale can expand linearly, while the marginal cost is decreasing. When technology spillovers and product usage fees continue to generate cash flow, the agreement truly has the ability to "self generate".
Step 3&4: Repurchase and Destruction → Deflation → Value Enhancement
Every commercial value created by the agreement will be accurately feedback to AIA holders through a regular deflation destruction mechanism. Making profits from business → Repurchase and destruction of AIA → Decreased circulation → Deflation effect appears → Token value is supported and enhanced. This is a closed loop that has already been completed.
The stronger the value capture end, the greater the force of repurchase and destruction; The more destroyed, the more obvious the deflation; The more obvious the deflation, the more willing holders are to hold for the long term, and the faster the flywheel rotates. In a bear market, silently building solid infrastructure and truly connecting the economic layer is already a scarce rhythm. Many people are still waiting for the next narrative trend, while DeAgentAI has already turned the flywheel of "real business revenue generation → value feedback token".
AI is the entrance, product is the carrier, revenue is the fuel, repurchase and destruction is the transmission structure, and AIA is the final link that undertakes the economic value of the agreement.
What is truly worth observing is no longer how big a story DeAgentAI can tell. But next, it's about how fast this flywheel can run, how long it can run, and whether it can become stronger as it runs. This may be the most anticipated part for the market after DeAgentAI moves from the "intelligent layer" to the "economic layer".
Note: The above is only a personal opinion and does not constitute investment advice.
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