This article is for my small model, considered half an AI agent (to be announced later)
Recently, AI agents have rapidly risen in the crypto ecosystem, especially on the BNB Chain and Solana chain, with multiple related projects emerging, showcasing their characteristics and development trends.
AI agent projects on the Solana chain:
• YNE project: YNE is positioned as an AI agent project on the Solana chain, aiming to promote the application of AI on the blockchain through smart contract technology. Its goal is to provide automated and intelligent contract execution to enhance the efficiency and security of the blockchain.
• SendAI's Solana Agent Kit: SendAI released an open-source toolkit, the Solana Agent Kit, on December 21, 2024, supporting the autonomous execution of Solana operations by any AI model agents. The launch of this toolkit aims to promote the autonomous operation and application development of AI agents on the Solana chain.
• AI agent autonomous trading experiment: A groundbreaking experiment is underway on the Solana blockchain, where AI agents create and trade their own tokens using Solana. Each AI agent generates tokens through Solana smart contracts and autonomously trades on decentralized exchanges, showcasing the potential of AI's integration with blockchain.
AI agent projects on the BNB Chain:
• JOI project migration: On December 16, 2024, the JOI project announced the completion of its migration from Solana to BNB Chain and is launching its AI agent ecosystem on BNB Chain. This move indicates BNB Chain's competitiveness in attracting AI agent projects.
• GOUT project: GOUT is a dog-themed meme coin on the BNB chain, aiming to enhance user stickiness through community interaction and humor. Although primarily positioned as a meme coin, it may attract attention on the BNB chain through interesting marketing strategies amidst the wave of AI and blockchain integration.
Trends in cross-chain development:
It is noteworthy that some AI agent projects have chosen to migrate from Solana to other blockchain platforms, such as the Base network and BNB Chain. For example, Virtuals Protocol has continued to grow through its new artificial intelligence agents launched with its technology, with the Base network becoming the preferred chain for AI agent token trading. This trend reflects the competition among different blockchain platforms in supporting AI agent projects and the choices made by project teams for more suitable platforms for their development.
The following is an analysis of several tokens and related projects mentioned above, focusing on their ecological positioning, development potential, and possible investment opportunities:
1. YNE (AI agent project on Solana chain)
• Positioning:
• Focus on AI smart contract agents on the Solana chain, enhancing efficiency and security through decentralized technology.
• Advantages:
• Solana's high performance and low fees provide strong technical support for YNE.
• Focus on the innovations of AI smart contracts, with potential in fintech and decentralized applications.
• Risks:
• The Solana ecosystem is highly competitive and may face issues of technological lag or insufficient ecosystem support.
• Investment advice:
• Suitable for those focusing on deepening the Solana ecosystem; it can be part of a diversified investment.
2. SendAI's Solana Agent Kit
• Positioning:
• Open-source toolkit providing developers with more flexible support for AI agent deployment.
• Advantages:
• Targeted at developers, reducing the technical barriers for AI agents' development on the Solana chain, increasing the potential for widespread application of the toolkit.
• Risks:
• Utility projects have limited monetization capabilities and require ecosystem support to drive practical application.
• Investment advice:
• Utility tokens are suitable for long-term investors who are optimistic about technological development and not suitable for short-term speculation.
3. GOUT (Meme token on BNB Chain)
• Positioning:
• Meme tokens combining community humor and interaction aim to attract users through brand effect.
• Advantages:
• BNB Chain has a large user base, making meme tokens naturally appealing.
• Opportunities to enhance practical application scenarios through innovative features like AI agents.
• Risks:
• Meme tokens have extremely high volatility, and the lack of technical support may lead to a rapid decline in project popularity.
• Investment advice:
• Suitable for short-term participation by high-risk preference investors, but attention must be paid to exit timing.
4. Virtuals Protocol (cross-chain AI agent token)
• Positioning:
• Migration between the Base network and other chains to support cross-chain trading functionality for AI agents.
• Advantages:
• Cross-chain capabilities bring broader application scenarios and have the potential to become a key part of a multi-chain ecosystem.
• Clear goals, focusing on AI automated trading in decentralized exchanges (DEX).
• Risks:
• The technical complexity of cross-chain projects is high, and they depend on the stability and compatibility of infrastructure.
• Investment advice:
• Pay attention to its technological development progress; if cross-chain functionality is stably implemented, it can be a choice for long-term positioning.
Summary and investment recommendations
1. Conservative investors: Prioritize YNE or Virtuals Protocol, focusing on their technology and long-term potential.
2. High-risk preference investors: GOUT's community marketing and short-term hotspots are worth participating in, but timely profit-taking and stop-loss are necessary.
3. Developer support type: SendAI's toolkit project is more suitable for investors optimistic about AI technology development and willing to hold tokens for the long term.
Before making any investment decisions, it is advisable to closely monitor the project's development progress, team background, and market trend changes.
Summary:
Overall, the application of AI agents in the crypto field is rapidly developing. Solana and BNB Chain, as major blockchain platforms, have attracted multiple deployments and migrations of AI agent projects. With technological advancements and ecosystem improvements, AI agents are expected to play a greater role in decentralized finance, automated trading, and other areas.