Article source: Shenchao TechFlow
Author: Shenchao TechFlow
Crypto assets have shown some recovery after experiencing a 'Christmas sale'.
Among them, AI Agent related projects are still the ones rebounding the most sharply, reflecting sustained optimism from funds. However, the differentiation effect in this large track is also very evident:
Some projects may not return after falling, while others rebound in solidarity.
Among the projects that have rebounded significantly in recent days, aside from a few leaders, one type of theme may be worth your special attention - using AI Agents for crypto investment research.
Don't get me wrong, the current Agent is clearly not capable of being a professional market analyst; previously, there was also AIXBT, which helped you analyze alpha projects and became popular.
However, the current 'investment research type' AI agents are more refined compared to AIXBT. Some can help you analyze K-lines for technical analysis, some can help you assess whether a project has rug risk, and others can generate information summaries similar to research reports.
Making a mark in a specific direction, being able to partially provide references for trading, is the reason these Agents currently attract attention. After all, being close to money and trading increases the likelihood of being favored.
The Shenchao editorial team has organized several outstanding projects, summarized as follows.
$AGENCY (Agent Scarlett): Your token due diligence assistant.
CA:
5UmDWgyLV1JBg8Jr8NwyezXdQkiU3vHGJu2efm7Cpump
Current market value: 12M
7-day increase: 1100%
Agent Scarlett appears more like a token analysis robot, capable of quickly using Scarlett to identify and investigate potential suspicious projects and comprehensively understand any token.
It is worth mentioning that this AI Agent is also built on the ai16z's Eliza framework and has been highly discussed on crypto Twitter in recent days.
In terms of token economics, 10% of AGENCY tokens will also be donated to the ai16z DAO.
Functionally, she is currently available for everyone to use on Telegram and Twitter without any fees (usage tutorial).
Moreover, the usage method is very simple; you can @her on TG or Twitter, and then input the contract address of the token you are interested in, and she will automatically return results to you.
From a practicality perspective, one good point about Scarlett is that the analysis she returns includes the fundamentals and on-chain situation of a certain token, such as whether social media sentiment and related organizations and KOLs have given support and attention; she will also summarize on-chain data such as holding addresses and numbers.
At the same time, she will also list pros and cons, similar to a short (shallow) research report.
You can also continue to ask her more questions to get deeper answers (which also tests your questioning skills).
However, the editors have seen similar products early on, such as Messari's Copilot and 0xScope's Scopechat, which resemble a crypto version of GPT.
However, the current market seems to be very receptive to these types of small assistants with tokens. Relevant data shows that the discussion heat of $AGENCY has rapidly increased, and it is also evident that the relationship between discussion and price is mutually influential.
From the perspective of chip distribution, among approximately 3k holding addresses, those holding less than $100 account for nearly half, which seems to reflect the friendly nature of these AI Agents towards retail investors.
Free for you to use, anyone can play, and if you find it good, you might casually purchase some.
It is very easy for KOLs to use as a target for dissemination; after all, harmless analytical tools are popular among retail investors, and there is no need to link a wallet.
$TRISIG (Tri Sigma 3σ): Will write research threads on X.
CA:
BLDiYcvm3CLcgZ7XUBPgz6idSAkNmWY6MBbm8Xpjpump
Current market value: 33M
7-day increase: 578%
TriSig is a witty crypto analyst who claims to be able to identify early alpha projects and answers challenging questions in a simplified manner, sharing his views on any major events or trends in the cryptocurrency market.
Its name and image lean more towards mathematical connotations (corresponding to the mathematical symbol σ: sigma), moving more towards the direction of an omniscient AI creator.
Functionally similar to the previously mentioned $Agency, it answers your questions about tokens.
However, the difference is that TriSig on TG is currently just a robot for entertainment purposes. Serious analytical conversations are limited to X.
Just @tri_sigma_ on X, and you can use it for analysis in any tweet interaction.
Interestingly, he writes tweets himself, providing a quick research introduction to a project, including what the project is about, current social media sentiment analysis, and his subjective bullish or bearish judgment.
Additionally, this project is very community-oriented. If TriSig finds your question impressive, it will ask you to leave your wallet address in the tweet reply to airdrop $TriSig tokens.
Further analyzing the data reveals that the TRISIG token has rapidly increased in price over the past 2-3 days, corresponding to a gradual increase in external discussions; as of today, the price has seen a significant pullback, but the discussion volume remains unabated.
In terms of chip structure, the difference between addresses holding less than $100 and less than $1,000 is not significant. Compared to the previous project AGENCY, this token is relatively more favored for larger holdings, but its market value is also higher.
$KWANT (kwantxbt): Focuses on technical analysis and provides price points.
CA:
9Yt5tHLFB2Uz1yg3cyEpTN4KTSWhiGpKxXPJ8HX3hat
Current market value: 6M
7-day increase: 25% (24h rebound of 70%)
If the first two projects involve fundamental investment research, Kwant is more direct, providing you with token chart analysis and investment advice.
The usage method is also quite similar; just @KwantAI_bot in TG and send it the CA of a certain token to get pure technical analysis, including but not limited to volume-price relationships, chart patterns, and subsequent operational suggestions.
Unlike typical projects that say 'NFA' (not financial advice), KWANT directly provides you with very specific operational advice such as support levels, breakout levels, and stop-loss levels.
Of course, any crypto investment has huge volatility and risks, and KWANT cannot always be a consistent winner; however, when AI Agents have more information and possess the ability to continuously learn and evolve, do you believe the entry points given by so-called 'group friends' or those provided by AI?
Having more references and voices is not a bad thing; this is the lower limit of why such projects have followers.
Additionally, since the KWANT token was released over half a month ago, the recent social media sentiment is not very meaningful because there are always discussions about KWANT after a while; looking solely at the price, the recent rebound trend of the token is very clear.
In terms of chip structure, small retail investors still form the basic foundation, with very few heavy users holding over 25K. The author believes one possible reason is:
Compared to fundamental investment research bots, this type that gives direct price points has a higher failure rate, easily becoming a negative example of uncertainty.
$COOKIE (Cookie.fun): Provides data and sentiment analysis for all AI tokens.
CA:
0xc0041ef357b183448b235a8ea73ce4e4ec8c265f (available on both BSC and BASE)
Current market value: 24M
7-day increase: 7%
Note that this project is not an AI Agent, but a data analysis platform that has rapidly risen in the AI Agent craze.
The reason it is also listed in the review is that the editors and analysts from outside often use this platform to observe current market hot trends, which can provide meaningful data for investment research.
Moreover, the platform has its own token $COOKIE, one important function of which is that you can stake it to use more data analysis features of the platform, such as viewing the on-chain chip structure of a certain AI Agent token, whale holdings, and more auxiliary decision-making sentiment indicators.
In the attention-driven crypto market, understanding the relationship between sentiment and prices is crucial for analyzing a project, so data analysis platforms like Cookie certainly have their significance, and focusing on data analysis of AI Agents can quickly occupy an ecological niche in the frenzy.
In contrast, platform tokens are not memes, and strictly speaking, do not belong to AI Agent tokens, so the price volatility is also limited, providing more practical value.
Where are we?
From joke memes to attempting to guide you to 'make money', crypto market AI Agents are constantly evolving, and within just a few months, the industry has fully blossomed.
Whether results will be good is uncertain, but this flourishing diversity indeed has a certain feel reminiscent of the DeFi Summer.
If you trace back to the last few months of 24 years, you can clearly find a context:
From having no substantial meaning to trying to find more substantial meaning, AI Agent tokens are looking for more functions to support the narrative.
For example, social networking, music production, helping you build development frameworks or investment research; in the current market, if you do not associate with AI, it seems somewhat embarrassing to present your selling point.
The only thing we can do is to clarify which stage we are in and make corresponding actions and judgments based on the hot spots of the stage.
As for when the final chapter will come after the noise, it is an unpredictable and worrying issue. After all, there will always be someone paying the bill at a feast, and in trends, some will benefit.
Grasping trends is the main theme of the crypto market.