Author: Nan Zhi, Odaily Planet Daily
On December 17, the Virtuals Protocol token VIRTUAL broke through 3 USDT, bringing the market cap to $3 billion. The tokens mentioned in the previous week's article on Solana AI narrative interpretation (ARC swift pass of 30 million market cap, one article to understand the new AI token narrative) saw the most rapid rise in 'doing' types or those with actual products and applications of AI.
Therefore, this article from Odaily Planet Daily will interpret the token data and the underlying project business for tokens within the market cap range of $10 million to $100 million in the Virtuals ecosystem.
VaderAI
Data Section
Highest market cap of $55 million, current market cap of $28.4 million.
What problem does VaderAI aim to solve?
VaderAI points out that AI Agents have evolved to a new level, capable of autonomously executing complex tasks. More specifically, VaderAI believes AI Agents can generate income through IP (essentially monetizing KOL influence) or engaging in financial speculation. VaderAI has proposed six potential applications: autonomous hedge funds, AI Agent-based KOL agencies, on-chain arbitrage operations, game NPC guilds, customer support solutions, and video game and entertainment content production.
What is VaderAI doing?
Autonomous Trading AI: Currently, VaderAI itself is an AI Agent capable of autonomously trading AI Agent tokens. The white paper states that more Investment DAOs will be opened in the future, each managed by an AI Agent for investment management and sharing 20% of the fees with VaderAI. (As of now, this module has not been implemented, and no actual purchase operations have taken place; the official form data is 'N/A.')
AI KOL: VaderAI interacts with the cryptocurrency community through self-managed accounts on platform X, using tweets, comments, quotes, and retweets. Currently, VaderAI's content includes AI Agent token indices, hot token reports, token volatility, and more.
Token Staking
Staking tokens is a prerequisite for participating in Investment DAO, where staking 100,000 VADER allows investment of 1 SOL. Additionally, it may become a standard for airdrops of other tokens in the VaderAI ecosystem.
Convo
Although this token ranks high in terms of trading volume, market cap, and the number of addresses, it carries considerable risk. This section is only presented for information and reference.
Data Section
Highest market cap of $29 million, current market cap of $21.2 million.
AI Introduction
According to the token introduction on the Virtuals page: "Prefrontal Cortex Convo aims to facilitate meaningful dynamic conversations. It integrates perception, long-term memory, and decision-making capabilities to provide personalized, context-aware responses. Unlike traditional Agents, it consciously decides how to respond, can engage in deep conversations, retain information across sessions, and make autonomous decisions. Currently, it supports over 200 Agents and has handled more than 1 million requests in the first two months."
Risk Warning
Apart from this introduction, this AI has no official Twitter, white paper, or other credible official endorsements, and most trading addresses are bots.
Sekoia
Data Section
Highest market cap of $55 million, current market cap of $19.1 million.
Project Business
Sekoia points out that traditional venture capital relies on a few unicorn investments to gain returns, while Sekoia aims to build an AI-based venture capital (VC) system that creates value through a large number of small but predictable returns.
Projects seeking investment can submit through the Telegram automation submission system, where developers submit Agent information, and the evaluation engine collects multi-dimensional performance data. If standards are met, the smart contract automatically executes investment transactions and deploys resources.
The author attempted to submit the SEKOIA white paper to its 'Telegram automation submission system' this past Tuesday, but has not yet received any response.
Seraph
Data Section
Highest market cap of $55 million, current market cap of $13.9 million.
Project Business
AI Evaluation System: Generates metrics such as trust scores and AI scores to help assess the credibility and human generation level of Agent content.
Multi-dimensional evaluation method: The evaluation of AI Agents comes from multiple data integrations, including Bittensor (accessing specific subnets to determine content AI generation probability), Kaito (gathering facts, insights, and sentiment analysis), and user interaction data (optimizing scoring algorithms and Agent behavior).
Modular Improvements: Utilizing modular design where components can be independently updated, replaced, or extended, evolving with data sources and the Agent ecosystem. This allows developers and community members to improve scoring criteria, incorporate new data, and adjust parameters, enhancing scoring algorithms as Agent behavior evolves.
Agent YP
Data Section
Highest market cap of $55 million, current market cap of $9.8 million.
Project Business
Agent YP is a self-managed AI agent focused on Web3 games created by @yellowpantherx. Based on the latest market news and data, Agent YP aims to provide the fastest and most accurate gaming content, becoming the 'AIXBT' of Web3 games.
(Note: YellowPanther previously focused on game content creation, with other main roles including advisor for Virtuals Protocol, ambassador for Mocaverse and Xai, etc.)
nftxbt
Data Section
Highest market cap of $55 million, current market cap of $7.8 million.
Project Business
Project Purpose: To emulate @aixbt_agent, becoming an Agent that provides extensive assistance in the NFT and digital art fields.
Data Sources: Major market platforms such as Ethereum (including L2s like @Base), Solana, Bitcoin, and Tezos.
Related Tools
In terms of data retrieval and monitoring, GMGN is still recommended. On one hand, GMGN provides a more comprehensive display for traders, holders, and historical data, and is more user-friendly and efficient compared to the native data interface of Virtuals.
On the other hand, the number of tokens on Virtuals is much lower compared to Solana, and the proportion of 'meme' tokens is higher, so users have more time and necessity to monitor and review front-end addresses.
For users who have not yet or have had limited exposure to the Virtuals and Base ecosystems, there are two pain points: VIRTUALS are too expensive and ETH is too expensive, especially since the former is the essential token for internal market purchases.
In this regard, some Telegram Bots added the function to directly purchase ETH in the internal market at the beginning of December, including BananaGun and Maestro, where the Bot substitutes the user to convert ETH into an equivalent amount of VIRTUALS during the trading process.
For users focusing on the Sol ecosystem who previously did not hold ETH and do not want to buy it for now, the corresponding universal tool on the market is UniversalX, which allows users to directly use SOL and other tokens to purchase Base ecosystem tokens, based on Particle's chain abstraction technology.
