This is the best predictions about defai I've came across on CT so far.

First, let me translate a few key points here: 

1) Abstraction AI

In the early days of this sector, most abstraction AI couldn't accurately interpret user prompts. It is easy for users to think that abstraction AI is just hype.

However, once the model is tuned and refined so that AI can seamlessly execute defi tasks based on natural language, the potential in this category could be huge .

That's because it can tremendously improve the UX of swapping and trading onchain, lowering the boundary of trading for newcomers. 

2) Autonomous Portfolio Management & Yield Optimization

Many projects in this sector actually evolved from old defi strategies, but now they have integrated AI to provide analytical insights based on onchain data, in which the insights can help the team to design new strategies for better yields than before. 

If they can combine this with agents for automated execution, this could become a compelling narrative.

3) Market Analysis

This sector has already captured a huge mindshare thanks to @aixbt_agent . 

The next step will definitely be aixbt trading autonomously. We will expect more agents like this to emerge, but the winner will ultimately be determined by mindshare.

4) DeFAI Infrastructure

This is a huge sector to cover. 

Platforms, wallet management tool, data layers, blockchain, etc. 

I think this is a good analogy by @tmel0211 . For an AI Agent to function properly ~ 

Data is the oil, 
Computing power functions is power grid
Inference works is the transformer,
and AI Agents is the end terminals

And if defai is a huge narrative , Infra are here to stay. 

Anyway, If I have missed anything / misunderstood anything in the article, please let me know!