What's next for the Agent market?
The AI agent market is in a severe downturn, with total market cap dropping 55% from $21.5B to $9.5B over the past month, impacting the Solana and Base ecosystems equally. The seven major sectors, including DeFAI, Trading Agents, Gaming, and Frameworks, experienced drawdowns. The market is entering a consolidating phase marked by natural selection, where projects maintaining development momentum are likely to emerge stronger. The current fragmentation across thousands of agents is expected to resolve through market-driven consolidation of mindshare and capital.