由于AI agent framework由于其底层性、通用性、延展性、生态性,理应赋予其等同于公链的价值和估值, 因此,$ai16z 的估值仍然有5倍的空间,$swarms 的估值有20倍的空间; 接下来关注一些比较有场景特点、符号感差异化强一些的framework,比如:$alch, $sandy 等等。 目前整体市场节奏,还是先拉framework的估值上限,还没具体到儿子辈、孙子辈的生态内应用拉涨的节奏
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