Author: 0xJeff
Translation: Deep Tide TechFlow
By 2025, swarm intelligence or collective intelligence will become a mainstream trend in the crypto field. With the rapid development of individual AI agents and the push from ecosystem leaders like Virtuals, Story, and ai16z, this trend has almost become inevitable.
Among them, TEE (Trusted Execution Environment) is an important technological pillar for achieving fully autonomous AI agents. Projects like @PhalaNetwork and @marvin_tong are leading the way in this field and have conducted many innovative experiments. For example, the 'Unruggable ICO' experiment launched in collaboration with @123skely allows investors to send funds to agents using TEE technology, where the agents can calculate and distribute the corresponding number of ICO tokens in a secure environment.
Although this experiment has received a lot of positive feedback, it has also exposed some issues. For example, @freysa_ai's ACT game shows that agents may still be tricked into releasing funds, indicating the need for further enhancement of their verifiability mechanisms.
Even so, early experiments remain exciting. For example, the first token launched by @aipool_tee quickly skyrocketed to a market value of $70-80 million after listing.
Another intriguing experiment is @sporedotfun, where the agents can 'reproduce' new agents. Similar to human evolution, weaker genes are eliminated, while stronger genes produce superior offspring. Their first-generation agents Adam and Eve have already reached a market value of over $1 million, and the next generation of agents will 'be born' in 14 hours.
The trend shift of AI agents
Currently, the market's focus is shifting away from individual agents unless these agents possess distinct personalities or significant alpha generation capabilities. Conversely, experiments with autonomous agents are becoming the focal point. As decentralized AI infrastructure (DeAI) is expected to go online in the first or second quarter of 2025, this trend will further accelerate.
In the future, we can expect more creative experiments while also welcoming opportunities to invest in these experiments.
Although existing experiments remain hot, there are still two narratives with huge potential markets (TAM) that have not been fully explored:
NSFW agents / AI companions
The target market size for this field exceeds $100 billion, primarily driven by the growing sense of loneliness and the demand for AI companions capable of meaningful interaction.
Top projects in this field include:
@aiwaifugg: Anime 'Waifu' agents based on @virtuals_io infrastructure.
@TryNectarAI: Realistic NSFW AI dream girlfriend offered in a SaaS model.
@LushAIAgency: NSFW AI internet celebrity, flagship agent is @Jennylush_.
Why the Lush project is worth关注
$LUSH token has been launched.
Lush Exchange is about to be launched, a launch platform designed specifically for NSFW agents.
Revenue models may include subscription fees, private messages, virtual gifts, etc.
Web3 is providing a brand new investment opportunity for people—by investing in 'shares' of agents, participating in the future revenue sharing of these 'tempting' AI internet celebrities.
$LUSH token is expected to become the core functional token of this ecosystem, used not only to access premium features but also as the primary payment method within the ecosystem.
Additionally, Lush plans to launch a creator marketplace where artists can monetize their work by authorizing their models to generate content. This plan will add a new revenue stream to the entire ecosystem.
Robotics field
With OpenAI announcing its entry into humanoid robotics, the combination of robotics and Web3 is gradually becoming a hot topic.
OpenAI aims to help robots understand text and sensory data using large language models (LLMs), thereby enhancing their interaction capabilities with the real world.
In the field of Web3 robotics, @frodobots and @SamIsMoving are currently the leading projects.
Project highlights:
Frodobots has been operating in over 40 cities, dedicated to collecting real-world data.
The project team collaborates with researchers from top universities to optimize vision-language models (VLMs) and move towards the goal of artificial general intelligence (AGI).
On TikTok, Frodobots' interesting interactive videos have gone viral, attracting a lot of attention.
Frodobots is actually a deep research team focused on robotics technology. SAM was created to enhance the visibility of its research, with the core idea being 'crowdsourcing real-world datasets through robotic games.'
The project combines DePIN (Decentralized Physical Infrastructure Network), embodied AI, robotic games, and aims for AGI as the ultimate goal.
The team is empowering SAM with the ability to autonomously control robots in over 40 cities, allowing it to drive robots in urban areas and create more viral content. This is likely to further increase project attention and drive up token prices.
Final thoughts
The market is always looking for unique and segmented areas of AI agents. Currently, the NSFW agent and robotics sectors are targeting a huge potential market and are expected to see significant growth by early 2025.
As decentralized AI infrastructure (DeAI) gradually goes online, along with the increasing number of autonomous agent experiments, these trends may move from the margins to the mainstream.
For investors and developers, these areas are undoubtedly worth close attention—not only because of their speculative potential but also because they may redefine the boundaries of the next stage of AI applications, playing an important role in this rapidly evolving ecosystem.
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Disclaimer: This article is for informational and entertainment purposes only. The views expressed herein do not constitute, and should not be construed as investment advice or recommendations. Investors should conduct their own due diligence based on their financial situation, investment objectives, and risk tolerance before investing. This article does not constitute an offer or solicitation to buy or sell any assets mentioned herein.