The combination of cryptocurrency and artificial intelligence provides unprecedented opportunities for technological innovation and market growth.
Author: s4mmy.moca
Compiled by: Deep Tide TechFlow
Introduction
Currently, the cryptocurrency market is experiencing extreme volatility, and there is great anticipation regarding Bitcoin's price breaking the six-figure mark. Meanwhile, two hot areas are gradually becoming the focus: crypto cultural symbols (Memes) and artificial intelligence (AI).
According to data from @_kaitoai, nearly half of the discussion heat on Crypto Twitter is focused on these two areas.
This article will explore how these trends shape the cryptocurrency ecosystem, especially the rise of AI agents and their increasingly important role in decentralized finance (DeFi).
1. The Rise of Web 4.0 and Integration with AI
Last week, we explored the concept of Web 4.0, revealing the deep integration of cryptocurrency and artificial intelligence, a trend that is rapidly gaining momentum and attracting more attention.
@binance's latest report points out that this emerging market has huge potential, particularly showing strong growth momentum in areas such as DeFi integration and 'Collaborative Swarms'.
Although agent technology has been widely applied across multiple industries, the introduction of cryptocurrency infrastructure provides new possibilities. By eliminating barriers of traditional banking systems, AI agents achieve true autonomy.
This seamless technological integration lays the foundation for exponential market growth. As demonstrated by this continuously updated Crypto AI Agents and Protocols tracker [link], we can clearly see the rapid development of this trend.
2. Evolution of AI Agents
The ecosystem of AI agents is rapidly iterating, showing unprecedented growth speed.
Source: Cookie3
Recent innovations, such as the AI Agent Index launched by @cookiedotfun, provide users with tools to track emerging market projects.
Through the integration of decentralized technology, AI agents have evolved from traditional tools to entities capable of autonomously executing complex financial operations.
Key advances in this field include:
Enhancing agent autonomy through blockchain technology.
Expanding its application scope in the DeFi ecosystem.
Driving broader adoption through seamless user experience.
If you are developing an AI agent project that has not yet been listed, you can submit an application to Cookie3's index to enhance market visibility.
3. Mindshare vs. Market Capitalization: Analyzing the Performance of AI Agents
Is attention related to price trends?
Typically, capital flows into areas that attract attention. However, in the AI agent market, the relationship between Mindshare (i.e., market attention) and market capitalization does not always show a positive correlation.
Source: Kaito
Below is the comparison of Mindshare and market capitalization as of November 24:
@0xzerebro's attention is far ahead, but its market cap is only half of GOAT's, despite its Mindshare being 2.8 times that of the latter.
@dolos_diary's Mindshare is about 60% of GOAT's, but its market cap is only 20% of the latter's.
@aixbt_agent's market cap surged rapidly within 12 hours, although it initially did not receive widespread attention.
While Mindshare can reflect market sentiment, it does not always correspond directly to capital flows.
In contrast, 'smart engagement'—interactions from high net worth accounts or those with financial influence—may be a more accurate indicator of market potential.
4. ai16z Case Study: Breaking Traditional Analytical Methods
ai16z's performance has broken traditional valuation metrics such as Net Asset Value (NAV).
Its token price is significantly higher than NAV, mainly due to the market's recognition of its 'AI premium'.
The so-called 'AI premium' reflects the market's high expectations for its large language model (LLM) to outperform market performance.
In addition, the introduction of the @elizawakesup framework played a key role. The funds collected through this framework directly added value to ai16z, thus driving its token price beyond traditional valuation models. This case highlights the importance of the following points:
Continuous technological innovation from the development team.
Effective capture of market attention.
Building mechanisms that can directly create value for tokens.
5. Key Indicators for Evaluating AI Agents
When searching for undervalued AI agents, the following core indicators can be referenced:
Smart Engagement: If certain accounts are considered 'smart accounts', it may indicate that these accounts have started early capital deployment.
Niche Dominance: Agents that perform excellently in specific industries or application scenarios often gain higher market recognition.
Cash Flow Potential: Agents that can generate actual financial returns are more likely to attract the attention of long-term investors.
For example, AiXBT demonstrated significant market value by providing comprehensive data insights, causing its token price to rise 50% in a short time.
However, some agents that primarily market personalization, while able to attract a lot of attention, have failed to translate that into actual financial returns.
6. Decentralized AI Corner: Other News and Developments
Key Updates
@injective launched a brand new AI agent platform
@nvidia heavily promoted Agentic AI technology in its latest earnings report, driving a significant increase in the prices of AI-related tokens.
@xai reached a market valuation of $50 billion after completing a new round of financing.
@vvaifudotfun launched a new AI agent project and issued tokens, successfully raising $90 million.
@modenetwork launched the AiFi platform, focusing on AI agent infrastructure development, while also introducing a companion app store.
@polytraderAI utilizes Polymarket's API for data analysis and trading functionalities.
Recommended Resources:
Teng provides a wonderful overview of important updates through COT every week.
Cookie3 launched the AI Agent Index and analysis platform, helping users track market dynamics.
Jeff summarized 9 highly attractive AI agent cases, providing readers with in-depth insights.
CryptoStream shares many profound analyses on AI and cryptocurrency on X and Telegram channels.
We continuously report the latest dynamics in related fields on the Modern Market platform every day.
Conclusion
The combination of cryptocurrency and artificial intelligence marks the arrival of a new era, providing unprecedented opportunities for technological innovation and market growth.
As the AI agent ecosystem rapidly evolves, understanding key indicators such as market attention, user engagement, and financial viability will become critical.