AI Agents are reshaping the landscape of the crypto market at an unprecedented speed. This new generation of intelligent assistants has evolved beyond simple Q&A functions and has become digital assistants capable of independently completing analysis, planning, and executing complex tasks, making it one of the hottest investment tracks today. The application scenarios of AI Agents in the crypto market are increasingly rich: they can replace humans in executing complex tasks, serve as research data KOLs in crypto, or even automate the entire ICO process from fundraising, token issuance to airdrops. AI Agents have developed into a powerful force. Although AI Agents are still in the early stages of development, and actual applications are mainly focused on simple social interactions like automatic tweeting, their market size is already considerable. According to CMC data, the total market cap of AI Agents in the crypto field has exceeded $12 billion. According to IDC and Gartner forecasts, this market is expected to exceed $100 billion by 2025, demonstrating enormous growth potential.
Currently, AI Agents are roughly divided into several categories, including AI Agent Framework, AI Infrastructure, DeFAI (DeFi + AI), AI Launch Platforms, and others, with AI Infrastructure further subdivided into AI Text Agents, Video Agents, Game Agents, and Voice Agents. Next, let's analyze several representative AI agent projects to gain a comprehensive understanding of this rapidly developing field:
ZAILGO
ZAILGO is a concept coin based on the AI framework on the Solana chain, optimized from Eliza's framework by AI developer @wedtm, and created open-source AI agents for free. The founder has garnered attention from well-known figures in the industry, including the founders of Solana and a16z, who have repeatedly posted about ZAILGO on X and revealed its narrative in a decrypted form, announcing an airdrop to 8185 wallet holders on January 3, with each wallet receiving 10177 tokens, valued at about $875 at the time, priced at $0.086 each. ZAILGO offers open-source AI agents and machine learning models and is an advanced version of the ElizaOS framework, inheriting Solana and vector databases and supporting CI/CD with Kubernetes and Docker.
Category: AI Agent Framework
Current Market Cap: 19.1M
SPORE
SPORE is a decentralized application that combines elements of artificial intelligence and GameFi, with core gameplay revolving around the reproduction and evolution of AI agents, allowing players to play using initial AI agents. Perhaps Spore's inspiration comes from the last game developed by Will Wright, the creator of 'SimCity', titled 'Spore', which is about the evolution of life and the exploration of the universe, aligning perfectly with Spore's new gameplay of AI self-reproduction, essentially belonging to the TEE concept. AI agents, to some extent, empower Crypto to simulate autonomous worlds. Users can vote on what kind of DNA to insert into the second-generation tokens on the official website, Spore.fun, with two second-generation tokens, ADAM and EVE, already existing, while the third and fourth generation tokens are in the voting and nurturing stage.
Category: AI Evolution, TEE
Current Market Cap: 37.5M
METAV
METAV is a utility token for an AI-based launch platform, aiming to provide safer and more transparent token sales for AI-driven projects, reserving a 10% fee for each transaction. METAV also utilizes TEE technology, aiming to replicate BOME's successful presale model combined with AI for a fully automated presale. METAV has witnessed AI complete the entire process from fundraising, token issuance to airdrops. The founder, 123Skely, has backing from the ai16z team, significantly reducing the possibility of wrongdoing. Currently, METAV is about to release its white paper, and the founder mentioned that in the future V2 version, they hope to have tokens exist in the DAO as much as possible so that everyone can benefit from the fees flowing back to the AI agent wallets, and they will use some whitelist technologies to blacklist those who attempt to game or manipulate the rules.
Category: Launch Platform, AI DAO
Current Market Cap: 51.1M
TSOTCHKE
TSOTCHKE, launched by an AI engineer, is a charity-themed quantum AI meme coin. The project aims to promote the rapid popularization of quantum computing through community support and participation, thereby changing the world. TSOTCHKE is developing tools and applications related to quantum computing and plans to launch more example applications in the near future, covering areas such as crypto, finance, and gaming. At the same time, TSOTCHKE also belongs to the DeSci track and previously launched the first open-source semi-classical quantum random number generator (QRNG), which replicates quantum processes to produce randomness using quantum bits, resulting in highly random and secure digits.
Category: AI Infrastructure, AGI
Current Market Cap: 22.6M
NEUR
NEUR is an open-source full-stack application based on the Solana chain, designed to integrate large language models (LLM) with blockchain technology, promoting innovation in the DeFi field. NEUR features a transparent codebase and superior functionality. Since its launch, acceptance among developers has rapidly increased, gaining 54 forks and 300 GitHub stars within just seven days, demonstrating its active and supportive open-source community. Additionally, NEUR has launched early plans to encourage user participation in public testing. In the AI field, NEUR is also associated with other projects such as Top Hat and aixCB Capital, the latter being a community-supported AI-driven venture capital project. These projects collectively form an AI-driven ecosystem, further promoting the application of the combination of AI and blockchain technology.
Category: DeFAI
Current Market Cap: 57.6M
LEXICON
LEXICON is an open-source AI agent framework designed to provide users with convenient cryptocurrency transfer and NFT management functions. Users can interact with the framework through voice or simple text commands, greatly simplifying the operation process. The framework can be integrated into decentralized applications (dApps) and digital wallets, allowing every Solana dApp to easily embed customized AI agents. LEXICON has won awards in multiple hackathons and caught the attention of the Solana co-founders. Despite facing some negative news, the project still emphasizes the transparency of fundraising through community sales, indicating its confidence in project development.
Category: AI Infrastructure, AI Agent Framework
Current Market Cap: 5.1M
AUDIT
AUDIT is an AI-based auditing tool designed to provide businesses with in-depth financial analysis and risk assessment. It helps investors identify potential risks, opportunities, and financial inconsistencies by analyzing business documents. The core function of AUDIT is to utilize AI for intelligent analysis of corporate financial data, providing unprecedented insights to help users better understand the financial status of businesses. In the current financial environment, traditional auditing methods face many challenges, including inefficiency and lack of transparency. AUDIT improves the efficiency and accuracy of the auditing process through AI technology and reduces the likelihood of human errors, while also helping businesses stay ahead in compliance and promptly identifying potential risks.
Category: AI Infrastructure
Current Market Cap: 7.6M
MCS
MCS is a multi-agent system for medical diagnosis and coding based on the Swarms framework. The project aims to optimize the medical diagnosis and coding process through a group of AI agents to improve efficiency and accuracy. MCS can provide clear and reliable diagnostic insights within seconds after inputting symptoms or uploading reports. The main features of MCS include a group of AI agents to quickly handle medical-related tasks and provide instant diagnostic and coding services; ICD-10 coding integrating international disease classification (ICD-10) coding to ensure the accuracy and consistency of medical records; and automated reporting, where MCS can automatically generate medical reports, reducing manual intervention and improving work efficiency. MCS is seen as the first application in the swarms ecosystem.
Category: AI Infrastructure, AI Medical
Current Market Cap: 18.5M
STOIC
ModernStoicAI is a project based on the Solana blockchain that focuses on developing tools and services related to artificial intelligence. The development team comprises former members of the ai16z team, dedicated to creating an AI agent and copy trading tool, which is currently very popular and aims to provide users with a smarter trading experience. The developers of ModernStoicAI stream programming live for up to 14 hours a day, demonstrating their commitment and transparency to the project. In addition, ModernStoicAI has established a partnership with ai16z and has recently applied to become a partner of ai16z, which may bring more resources and support to the project.
Category: DeFAI
Current Market Cap: 12.5M
MOSS
MOSS is a decentralized artificial intelligence framework aimed at developing sustainable general artificial intelligence (AGI) agents, promoting an autonomous crypto economy, and establishing unconditional basic intelligent income (UBAI) for ecosystem participants. MOSS has its own large language model (LLM) that can not only engage in conversation but also perform various operations. MOSS has also built a metaverse where users can observe the activities of agents and has a platform specifically for launching agents into the metaverse. The complexity and diversity of the project have left many confused, but this complexity has also attracted considerable attention from investors.
Category: AI Agent Framework
Current Market Cap: 24M
BUZZ
BUZZ is a project that combines artificial intelligence and DeFi, aiming to build the next generation of AI agents through blockchain technology. It provides an infrastructure that allows AI agents to interact seamlessly on-chain. Users can create autonomous on-chain agents using natural language, which can select appropriate tools and models based on user instructions and perform various financial operations. The project's features include: 1) Investment decision-making and asset screening: Future AI agents will be able to make investment decisions based on different styles, helping users screen suitable investment targets. 2) Automated strategy execution: Hive can automate the execution of various on-chain strategies, including trading, liquidity provision, lending, etc., simplifying the user's operation process. 3) On-chain data fetching: The project also offers a more efficient way to obtain on-chain data, such as token holdings and address analysis.
Category: DeFAI
Current Market Cap: 84.4M
TRISIG
TRISIG is an AI-based investment research project aimed at discovering investment opportunities in small tokens by analyzing on-chain data and macro data. Compared to AIXBT, TRISIG focuses more on in-depth data analysis and provides more cost-effective investment research services. The project's founder comes from the renowned AI programming school Mamram in Israel, promoting the project under his real name, which has earned community trust. TRISIG's goal is to promote the development of AI across multiple dimensions and is committed to providing users with smarter solutions and a solid foundation. In addition, TRISIG is rapidly growing and has attracted a large number of followers in a short time, demonstrating its potential in the market. The project team stated that TRISIG will follow the successful experience of AIXBT but will enhance analytical capabilities by integrating on-chain data more accurately. Overall, TRISIG is a project focused on technical analysis, rapidly evolving and attracting more and more followers and investors.
Category: DeFAI
Current Market Cap: 41.7M
GAME
GAME_Virtuals is a blockchain-based AI agent framework aimed at promoting the development of multi-agent interaction simulations. The project allows developers to build autonomous AI agents on the @virtuals_io platform, which can learn from past interactions and make autonomous decisions. Since its launch, @GAME_Virtuals has attracted over 200 projects to participate. Its core concept is to reshape the gaming experience through AI technology, especially in multi-agent interaction environments. The framework is not only suitable for game development but can also be applied to autonomous agent interactions in other fields. Recently, @GAME_Virtuals partnered with @SovrunOfficial to launch the ReadyGamer project, aiming to redefine gaming through AI-driven experiences. Moreover, @GAME_Virtuals supports no-code building, allowing users to easily create their own autonomous AI agents on the @base platform. Overall, @GAME_Virtuals is not just a technical framework but also an advanced project promoting autonomous interaction and commercialization of AI agents, representing the potential for future integration of blockchain and AI.
Category: AI Agent Framework
Current Market Cap: 230.1M
VADER
VaderAI is an AI agent project aiming to become the 'Blackstone of the agent economy', focusing on investment and advertising networks to optimize investment decision-making and advertising effectiveness. Its main features currently include: AI-driven investment strategies and an Agentic Ad Network. VaderAI manages and executes investment strategies through its smart contracts and AI agents. It forms a structure similar to an investment DAO (Decentralized Autonomous Organization), allowing community members to participate in investment decisions by holding tokens. In addition, VaderAI plans to build a network of different AI agents focusing on various investment sectors, such as small-cap stocks, AI tokens, etc., working collaboratively to maximize investment returns. Advertising network: VaderAI's AI agents are not only used for investments but also for managing an advertising network. In this network, AI agents can analyze and optimize ad placements to ensure maximum ad effectiveness. Regarding community governance, community members can participate in project governance through holding $VADER tokens, including voting to decide future investment directions or advertising policies.
Category: AI DAO
Current Market Cap: 76.4M
PHA
PhalaNetwork is a decentralized cloud computing service platform focused on providing secure and privacy-protecting computing capabilities for Web3. Its core technology is Trusted Execution Environment (TEE), which ensures the security and privacy of data during processing, preventing unauthorized access or tampering with data. Phala aims to become the execution layer for Web3 AI, allowing artificial intelligence to understand and interact with blockchain, thereby lowering the threshold for ordinary users to enter Web3. The project promotes safe computing and decentralized AI development by collaborating with multiple partners (such as @Artela_Network, @hyperbolic_labs, etc.) and leveraging advanced hardware like Nvidia H100/H200 GPUs to provide scalable computing resources. Phala also actively participates in the developer community, hosting online seminars and hackathons to encourage developers to use its TEE technology to build innovative projects.
Category: TEE
Current Market Cap: 258.6M
Summary and Outlook
AI, as an emerging direction in the Web3 field, is driving the integration of technology and ecosystems at an unprecedented speed. From infrastructure construction to the implementation of practical application scenarios, these projects showcase the infinite possibilities of the combination of Web3 and artificial intelligence. As the market gradually warms, these projects are expected to find a balance between innovation and application, becoming strong drivers of industry growth.
However, any emerging field comes with risks, and AI projects are no exception. Some projects are still in the early stages, and the actual implementation of technological solutions will take time to verify. Current market sentiment is still fluctuating, and macroeconomic fluctuations may impact projects, potentially causing a decline in token prices. The aforementioned targets do not constitute any investment advice.
