Recently, there has been a major move in the tech industry: Meta acquired the AI autonomous agent platform Manus at a valuation of over $2 billion. This is no small matter.

Why? Because it signals a clear message—traditional tech giants are accelerating their push into the AI track. Meta chose to acquire an AI company that already has revenue, not just a theoretical project, which shows they are serious about commercializing autonomous agent technology.

What does this mean for on-chain assets? As large companies deploy AI infrastructure, protocols that provide underlying computational support, platforms responsible for AI training data storage, and projects handling decentralized identity verification suddenly become more valuable. For example, protocols with GPT capabilities, data storage solutions like AGIX, and identity binding tools like ENS.

Data also confirms this trend: in the past two weeks, the locked liquidity in AI-related DeFi pools has increased by 15%. In other words, smart money has already started to position itself early.

But there are pitfalls to watch out for. First, Meta is taking a centralized technological approach, while the blockchain AI ecosystem is decentralized—these are two different paths. Second, if macroeconomic policies tighten suddenly, tech stocks could pull back, and the volatility of related tokens could become fierce.

So the question is: how long can this resonance between traditional tech and on-chain AI narratives last? Among various tracks, who truly has the potential for real-world implementation? These are all worth deep reflection.