The higher timeframes were firmly bearish, but the lower timeframes showed some consolidation for the memecoin.
AI Agent代币跌跌不休，是MCP太过火爆的锅？
有朋友说，诸如 #ai16z、 arc 等web3 AI Agent标的的持续阴跌是由最近爆火的MCP 协议造成的？乍一听，整个人有点懵，WTF有关系吗？但细想之后发现，真有一定的逻辑：已有web3 AI Agent的估值定价逻辑变了，叙事方向和产品落地路线亟需调整！以下，谈谈个人观点：
1）MCP（Model Context Protocol）是一个旨在让各类AI LLM/Agent 无缝连接到各种数据源和工具的开源标准化协议，相当于一个即插即拔USB“通用”接口，取代了过去要端到端“特定”封装方式。
简单而言，原本AI应用之间都有明显的数据孤岛，Agent/LLM之间要实现互通有无则需要各自开发相应的调用API接口，操作流程复杂不说，还缺乏双向交互功能，通常都有相对有限的模型访问和权限限制。
MCP的出现等于提供了一个统一的框架，让AI应用可以摆脱过去的数据孤岛状态，实现“动态”访问外部的数据与工具的可能性，可以显著降低开发复杂性和集成效率，尤其在在自动化任务执行、实时数据查询以及跨平台协作等方面有明显助推作用。
说到此，很多人立马想到了，如果用多Agent协作创新的Manus集成此能促进多Agent协作的MCP开源框架，是不是就无敌了？
没错，Manus + MCP 才是web3 AI Agent此番遭受冲击的关键。
2）但，匪夷所思的是，无论Manus还是MCP都是面向web2 LLM/Agent 的框架和协议标准，其解决的都是中心化服务器之间的数据交互和协作的问题，其权限和访问控制还依赖各个服务器节点的“主动”开放，换句话来说，它只是一种开源工具属性。
按理说，它和web3 AI Agent追求的“分布式服务器、分布式协作、分布式激励”等等中心思想完全背离，中心化的意大利炮怎么能炸掉去中心化的碉堡呢？
究其原因在于，第一阶段的web3 AI Agent太过于“web2化”了，一方面源于不少团队都来自web2背景，对web3 Native的原生需求缺乏充分的理解，比如，ElizaOS框架最初就是一个，帮助开发者快捷部署AI Agent应用的封装框架，恰恰就是集成了Twitter、Discord等平台和一些OpenAI、Claude、DeepSeek等“API接口”，适当封装了一些Memory、Charater通用框架，帮助开发者快速开发落定AI Agent应用。但较真的话，这套服务框架和web2的开源工具有何区别呢？又有什么差异化优势呢？
呃，难道优势就是有一套Tokenomics激励方式？然后用一套web2可以完全取代的框架，激励一批更多为了发新币而存在的AI Agent？可怕。。顺着这个逻辑看，你就大概明白，为何Manus +MCP能够对web3 AI Agent产生冲击？
由于一众web3 AI Agent框架和服务只解决了类同web2 AI Agent的快捷开发和应用需求，但在技术服务和标准和差异化优势上又跟不上web2的创新速度，所以市场/资本对上一批的web3的AI Agent进行了重新估值和定价。
3）说到此，大致的问题想必找到症结所在了，但又该如何破局呢？就一条路：专注于做web3 原生的解决方案，因为分布式系统的运转和激励架构才是属于web3绝对差异化的优势。
以分布式云算力、数据、算法等服务平台为例，表面上看似这种以闲置资源为由头聚合起来的算力和数据，短期根本无法满足工程化实现创新的需要，但在大量AI LLM正在拼集中化算力搞性能突破军备竞赛的时候，一个以“闲置资源、低成本”为噱头的服务模式自然会让web2的开发者和VC天团不屑一顾。
但等web2 AI Agent过了拼性能创新的阶段，就势必会追求垂直应用场景拓展和细分微调模型优化等方向，那个时候才会真正显现web3 AI资源服务的优势。
事实上，当以资源垄断方式爬上巨头位置上的web2 AI到一定阶段，很难再退回来用农村包围城市的思想，逐个细分场景击破，那个时候就是过剩web2 AI 开发者+ web3 AI 资源抱团发力的时候。
事实上，web3 AI Agent除了web2的那套快捷部署+多Agent协作通信框架外+Tokenomic 发币叙事之外，有很多web3 Native的创新方向值得去探索：
比如，配备一套分布式共识协作框架，考虑到LLM大模型链下计算 +链上状态存储的特性，需要诸多适配性的组件。
1、一套去中心化的DID身份验证系统，让Agent能够拥有可验证的链上身份，这像执行虚拟机为智能合约生成的唯一性地址一样，主要为了后续状态的持续追踪和记录；
2、一套去中心化的Oracle预言机系统，主要负责链下数据的可信获取和验证，和以往Oracle不同的是，这套适配AI Agent的预言机可能还需要做包括数据采集层、决策共识层、执行反馈层多个Agent的组合架构，以便于Agent的链上所需数据和链下计算和决策能够实时触达；
3、一套去中心化的存储DA系统，由于AI Agent运行时的知识库状态存在不确定性，且推理过程也较为临时性，需要一套把LLM背后的关键状态库和推理路径记录下来存储于分布式存储系统中，并提供成本可控的数据证明机制，以确保公链验证时的数据可用性；
4、一套零知识证明ZKP隐私计算层，可以联动包括TEE时、FHE等在内的隐私计算解决方案，实现实时的隐私计算+数据证明验证，让Agent可以有更广泛的垂直数据来源（医疗、金融），继而on top之上有更多专业定制化的服务Agent出现；
5、一套跨链互操作性协议，有点类似于MCP开源协议定义的框架，区别在于这套Interoperability解决方案，需要有适配Agent运行、传递、验证的relay和通信调度机制，能够完成Agent在不同链间的资产转移和状态同步问题，尤其是包含Agent上下文和Prompt、知识库、Memory等复杂的状态等等；
……
在我看来，真正的web3 AI Agent的攻克重点应该在于如何让AI Agent的“复杂工作流”和区块链的“信任验证流”如何尽可能契合。至于这些增量解决方案，由已有的老叙事项目升级迭代而来，还是由新构成的AI Agent叙事赛道上的项目重新铸就，都有可能性。
这才是web3 AI Agent应该努力Build的方向，才是符合AI +Crypto大宏观叙事下的创新生态基本面。若不能有相关的创新开拓和差异化竞争壁垒建立，那么，每一次web2 AI 赛道的风吹草动，都可能搅得web3 AI天翻地覆。
Hedera (HBAR), Shiba Inu (SHIB) Or Mutuum Finance (MUTM): Which Of These Will Make You Rich In 2025?
Mutuum Finance (MUTM) presale has now raised more than $3.6 million with 5,800 holders, and as its third phase races toward a sell-out. Valued at $0.02, the token looks forward to making a 25% jump up to $0.025 when phase four arrives, with analysts speculating a 200% investment win at its $0.06 exchange debut. On a larger timeframe, estimates suggest it could reach $3.20—a 15,900% increase—on the back of its decentralized lending customer usage and buy-pressure mechanics. While Shiba Inu (SHIB) and Hedera (HBAR) tease bullish patterns, neither holds a semblance of substance, relying on speculative trends that pale in comparison to MUTM’s sound DeFi fundamentals. Here’s how these assets compare for wealth creation in 2025.
Hedera (HBAR): A Volatile Dance With Resistance
Hedera (HBAR) Shows Cautious Optimism As Its Price Rises To $0.219 Resistance A 5% bounce from last week’s 20% collapse suggests buyer interest, but momentum is still tenuous. The Average Directional Index (ADX) sits at 27.4, indicating a flagging bearish trend, and increasing buying pressure pushes the +DI indicator higher. Traders eye a potential 40% run to $0.287 on the break of resistance, though failure to make a move could see a dive below $0.17.
The Ichimoku Cloud tells a mixed story: HBAR is grimly moving around and above the over the Tenkan-Sen line, though remains stuck below the Kijun-Sen baseline. Short term EMAs suggests potential reversal, but doubt remains over the market. For HBAR, success in 2025 depends on the destruction of immediate technical obstructions — an uphill battle not guaranteed to succeed.
Shiba Inu Takes its Gambles on Memes
Shiba Inu (SHIB) hangs around with ambitious price targets on hand but is dependent on social hype and technical patterns. Downtrend channel bull trap, resistance $0.000013 While analysts trumpet a 12x jump if SHIB takes out this zone, the 200-day EMA remains a defiant barrier.
Exchange reserves tumbling to 94.2 trillion tokens—a four-year low—signal less sell pressure, and social mentions have exploded up by 4,110. Pumpers include Luis Delgado, who wants a $0.01 target price (up 76,923%). Doing so, however, requires the slashing of SHIB’s market-dominating supply and the fostering of mainstream adoption — a dual task even optimists deem Herculean. SHIB could be made to $0.000081 (450% gains) by 2025 — but its road ahead is littered with “ifs” that dent wealth-generation certainty.
Mutuum Finance’s Presale Momentum Builds
Mutuum Finance (MUTM) outshines speculative competitors with a lending protocol that offers genuine yield. Phase three at $0.02 gives early access to a token designed to absorb demand spikes. A price rise to $0.025 in phase four yields immediate 25% returns, and the listing price of $0.06 offers 200% profit. After launch, algorithmic buybacks—paid for by platform revenue—will create eternal buy-side pressure, pushing MUTM to conservative $3.20 predictions. This is similar to a 15,900% ROI, a small return compared to HBAR and SHIB.
Mutuum Finance (MUTM) is in the process of a CertiK audit for its smart contracts. Once completed, the results will be shared on official social platforms. More reinforcing the project’s commitment to security and transparency. Also boosting investor trust as the presale gains traction.
mtTokens help make the project’s proposition more appealing: assets deposited such as ETH or DAI earn interest as chyme mtETH or mtDAI, combining liquidity with passive income. Overcollateralized loans and P2P lending also help mitigate risk in the system to lure more conservative capital. Phase three is already 5,800 holders strong, with the speed of fill-rate further emphasizing a need to act. Wait too long and you could miss the lowest price tier before exchange listings trigger parabolic runs.
Final Status: Utility Beats Speculation
Where Hedera and Shiba Inu offer volatile opportunities, the Mutuum Finance (MUTM) presale is an easily accessible path to structured, demand-led growth. As HBAR licks wounds from relentless resistance and SHIB wanders meme-fueled pathways, MUTM’s $3.6 million presale take and 5800-holder base reflect its grounded, real-world utility. Phase three progress means the 25% prelaunch gain window closes with every passing day — a prompt to investor action ahead of 2025 wealth creation. Avoid phase four capital schemes. Get MUTM tokens under $0.02.
For more information about Mutuum Finance (MUTM) visit the links below:
Website: https://www.mutuum.finance/
Linktree: https://linktr.ee/mutuumfinance