The launcher-enabled "alt-agent" cycle is ramping up now, just like how coin launchers kicked off memecoin season here. Lower barriers to entry and a proliferation of choice will drive boom-bust attention cycles for AI agents in a similar manner.
You're unlikely to launch the next Gladius or aixbt in the Arena, but that's not the point. The opportunity for most people is in learning to recognize which agents have unique value capture early enough to position accordingly or benefit from using them. It's a similar mental model to shitcoins if you a trader rather than a dev. Just remember to "exit" this time around.