Article reprinted from: ChainCatcher
Who will be the next AI Agent token to be listed on Binance?
Written by: Xiyou, ChainCatcher
Editor: Nianqing, ChainCatcher
Since the first AI Agent token GOAT (Truth Terminal) emerged in mid-October, AI Agent Meme coins have rapidly become the new focus of the market.
With Binance's strong push, the two major AI Agent Meme track tokens GOAT and ACT were successively launched, achieving an astonishing value leap in a short period, with market enthusiasm at an all-time high. Specifically, on November 10, after ACT token was listed on Binance, its price increased by an astonishing 2000% within 24 hours, setting a record for the highest single-day increase for new coins listed on Binance; on November 17, the GOAT token soared to 1.37 USD, with its market cap approaching 1.4 billion USD; additionally, on November 20, the ANON token in the Farcaster ecosystem surged fivefold within just one hour due to the favor of Vitalik Buterin.
With the continuing rise of AI Agent Meme trends like ACT and GOAT, investors are eagerly seeking new participation opportunities, and applications related to AI Agents are springing up like mushrooms after rain. According to statistics, hundreds of new AI Agent tokens are emerging every day.
As of November 25, according to data from Coingecko, the total market cap of AI Agent track tokens has reached 5.9 billion USD, accounting for about 15% of the total market cap of AI track projects (40 billion USD), with a 24-hour trading volume close to 1.4 billion USD.
AI Agents, as intelligent entities in the field of artificial intelligence, aim to empower AI robots to operate independently, similarly to the human brain, to achieve a series of complex goals, capable of perceiving the surrounding environment, understanding autonomously, making decisions, and executing corresponding actions. For example, users can utilize AI Agents to plan a multi-city trip, which will automatically arrange flights, book accommodations, and plan activities based on the user's preferences and budget.
By the end of this year, AI Agents will become a key area for major AI giants to compete for. Google plans to launch an AI Agent named 'Jarvis' in December, supporting daily tasks such as flight booking and research; while OpenAI plans to launch a new AI Agent product called 'Operator' in January 2025, capable of automatically executing complex operations like coding, travel bookings, and e-commerce shopping.
Now, the deep integration of AI Agents with Meme coins in the crypto field is bringing new gameplay to this sector. In the crypto world, AI Agents can not only operate their own blockchain wallets but also understand economic incentives and automatically coordinate resources using tokens to achieve their goal behaviors.
Currently, AI Agents in the crypto field have developed into an independent track, covering various aspects including individual AI Agent Meme coins, AI Agent issuance platforms (IAO), and underlying infrastructure for AI Agents. With the rise of the AI Agent Meme trend, investors are facing unprecedented participation opportunities. So, what are the participation opportunities in this feast of AI Agents?
AI Agent Meme coins represent 1. The leading AI Agent GOAT (Terminal of Truths)
GOAT is a Meme coin supported by the AI Agent named 'Terminal of Truths'.
'Terminal of Truths' AI Agent is an AI chatbot developed by AI researcher Andy Ayrey (referred to as Andy), utilizing AI technology to automatically interact with its fans on social media. Although it is not a crypto project itself, it has played a crucial role in promoting the GOAT token.
In June this year, Andy created a Twitter account named 'Terminal of Truth', granting its AI robot the right to express opinions freely. Every day, this account publishes over 20 pieces of content, promoting the new faith birthed by AI - 'Goatse Gospel'.
On October 10, a Meme coin named Goatseus (GOAT) emerged on the Pump.fun platform of the Solana blockchain, claiming to be supported by 'Truth Terminal'.
Immediately afterward, on October 11, the 'Terminal of Truth' Twitter account began to continuously publish multiple tweets supporting and endorsing the GOAT token, even reminding users to be wary of scams related to fake GOAT coins.
Once the GOAT token was launched, it soared at an astonishing speed, with an increase of over 10,000% within 24 hours, and its market cap broke through 6.7 million USD, quickly attracting widespread attention from the crypto community. Community users also discovered that 'Terminal of Truths' had interacted with a16z founder Marc Andreessen on Twitter in July and received an unconditional research grant of 50,000 USD from him.
Under the halo of a16z, many community users speculated that 'Terminal of Truths' might be an AI Agent project laid out by a16z, and GOAT was its trial project in the crypto field. This speculation reignited funding enthusiasm, and within just about three days of its launch, the market cap of GOAT broke through 100 million USD. Within four days, the value of this Meme coin soared to 300 million USD.
However, on October 14, the creator of 'Truth Terminal' clarified that they did not launch the Meme coin GOAT, but only participated in its promotion. The next day, Marc Andreessen also tweeted that he had provided a 50,000 USD unconditional personal research grant to 'Terminal of Truths' and its creators this summer, aimed at supporting independent AI research. But he emphasized that he had no relation to the Meme token GOAT, no economic interest, and did not hold any of its tokens.
Despite this, the enthusiasm for GOAT has not diminished but rather intensified. Reports of getting rich by buying GOAT have been constantly emerging, and its market cap quickly breached the 500 million USD mark. Imitations of GOAT have begun to flood various chains, sparking a frenzy of AI Agent token speculation.
On October 24, Binance officially launched the GOAT contract, reigniting the enthusiasm of crypto community users. The market cap soared to 1 billion USD again, achieving an astonishing thousandfold increase.
However, some have questioned that 'Terminal of Truth' is a semi-autonomous AI Agent running on Andy's server, with the wallet essentially owned by Andy, and not sufficiently autonomous. But new iterations have quickly arrived.
On November 17, the GOAT token peaked at 1.37 USD, with a market value approaching 1.4 billion USD. Although it has since retreated, the price on November 25 was 0.95 USD, with a market cap of 95 million USD.
The rise of GOAT fully demonstrates the new trend of integration between AI Agents and Meme culture and Crypto. The bundling of AI Agents and Memecoins has achieved a market cap of billions within just a month, surprising everyone.
In no time, AI Agents controlling social media accounts (such as Twitter) and their corresponding MemeCoins have emerged in droves. The issuance of tokens by AI Agent models has become a new model of integration between Crypto and AI Agents. A Placeholder partner even stated that the emergence of GOAT means that people and machines are beginning to realize the extent to which machines use blockchain.
2. AI interaction collaboration platform ACT (AI Prophecy)
The AI Prophecy (token ACT), abbreviated as 'Act I', was initially co-created by AmplifiedAmp (abbreviated as Amp), a community-driven decentralized AI Agent interaction collaboration platform, belonging to a decentralized AI research community organization, where Truth Terminal founder Andy Adyrey was also an early member.
Unlike the general ChatGPT AI chatbots, Act I supports users to interact simultaneously with multiple or various categories of AIs, covering text, image, video, and other models. It is more like an underlying architecture built for training the interaction and collaboration between AI Agents.
In September this year, Act I initiated a fundraising demand of 323,000 USD on ManiFund, ultimately receiving about 67,800 USD in funding, of which a16z founder Marc Andreessen generously donated 32,000 USD. Therefore, Act I, like Truth Terminal, is regarded as one of the AI projects incubated by a16z.
As the community seeks the next AI Agent that can achieve a hundredfold increase like GOAT, the ACT token was officially launched on October 19, with a maximum issuance of 1 billion units. On its first day of listing, the ACT token's price surged from 0.0002 USD to 0.04 USD, and its market cap quickly climbed to 40 million USD.
Despite the attractiveness of ACT's narrative, the divide between creator APM and the community has been increasingly exacerbated. AMP, as one of the developers of the ACT project, once held 6% of the total token supply. However, after the price of ACT skyrocketed, AMP repeatedly deceived the community for various reasons, secretly dumping tokens and causing the market to crash, severely affecting the price of ACT, which even approached zero at one point. This behavior severely damaged the community's trust in AMP, and ultimately AMP chose to withdraw from the ACT token project, allowing community users to build it voluntarily.
Due to the differences between AMP and the community, the price of the ACT token has oscillated around 0.02 USD, with its market cap remaining around 20 million USD.
However, on November 11, Binance announced the listing of the ACT token and added a seed label for it. The ACT token surged from 0.02 USD to 0.23 USD in just one hour, with an increase of over 10 times, and its market cap quickly grew from 20 million USD to 300 million USD. The drastic increase within a short period caused the crypto community to boil over, and the media began to report on this legendary AI token.
After being listed on Binance, the ACT token's upward momentum remained strong, peaking at over 0.9 USD on November 14, with a market cap approaching 1 billion USD, becoming one of the Meme coins with the largest increase among recent listings on Binance. Currently, the ACT token price has retreated to around 0.47 USD, with a market cap of approximately 45 million USD.
3. AI-driven venture capital firm ai16z and its ecosystem tokens: ai16z, Degenai, Eliza
ai16z is an AI-driven venture capital fund created by @Shaw, functioning as an AI investment DAO that collects market information and analyzes community consensus on-chain and off-chain using AI agents, making investment decisions combined with suggestions from DAO members.
Among them, the AI Agent venture capital robot @pmarca launched by ai16z is modeled after a16z partner Marc Andreessen, simulating his investment decision-making process through an AI model, and thus is regarded as Marc's AI virtual avatar in the crypto community. This innovation has received public support and endorsement from Marc Andreessen himself.
On October 26, ai16z launched the eponymous token ai16z, with a total issuance of about 1 billion units. On the second day after the token was listed, on October 27, Marc Andreessen shared the cultural T-shirt design of ai16z and the official project Twitter link on his Twitter, revealing that he also owned a matching T-shirt. This move added powerful endorsement to the ai16z project, quickly enhancing its visibility and public attention.
With strong support from the founder of a16z and a subtle connection to the name a16z, the ai16z token broke through 90 million USD in market value just about a day after its launch, aiming for the 100 million USD mark, rewriting the wealth legend of the crypto community once again.
Since the ACT token was launched on Binance on November 11, the ai16z token has once again welcomed explosive growth, soaring from 0.02 USD on November 11 to a peak of 0.5 USD on November 19, with its market cap reaching 500 million USD, accumulating an increase of nearly 25 times, becoming a legendary project in the crypto market once again. However, as of November 25, the ai16z token price has retreated to 0.26 USD, with a market cap of approximately 280 million USD, but it is worth noting that it has not yet been listed on Binance.
The ai16z token is just a part of the ai16z ecosystem, which is continuously laying out and incubating other AI projects.
Among them, Degen Spartan AI (degenai) is a self-trading AI agent chatbot developed by ai16z, playing the role of AI operator within ai16z. Users typically converse with Degen Spartan AI before discussing investment decisions with ai16z, indirectly influencing ai16z's final decisions. A portion of the investment returns from ai16z will also be used to repurchase degenai tokens. The degenai token was issued on October 21, currently priced at about 0.02 USD, with a market cap of around 20 million USD.
On November 19, the founder of ai16z announced the launch of the capitalized token ELIZA, sparking a naming dispute between the 'eliza' and 'ELIZA' tokens.
Eliza is the AI Agent development framework infrastructure built by ai16z, supporting developers to quickly customize their own AI Agents. It also has specific virtual image support, represented by a black-haired, orange-clad girl themed around ai16z. Currently, hundreds of AI Agents have been built based on the Eliza framework, such as the AI project BasedBeffAI (BeffAI), with new projects joining every day.
However, on November 19, a third party created a lowercase token named 'eliza' on the AI Agent token issuance platform Vvaifudotfun and allocated tokens to the ai16z organization wallet address. This made eliza temporarily the largest holding of ai16z, and community users once believed that 'eliza' received support from ai16z and represented the Eliza development stack's token. Under various expectations, its price rose all the way, with a market cap reaching a maximum of 50 million USD.
However, good times were short-lived, as that afternoon, a16z founder Shaw announced the issuance of a new capitalized ELIZA token. The original lowercase eliza token seemed to become a discarded pawn, with its price rapidly plummeting by 90%, while the newly issued ELIZA soared, reaching a market value of 80 million USD within half an hour.
Although Shaw stated that he would airdrop 10% of the supply of the capitalized ELIZA to eliza holders, users holding eliza expressed their grievances. The community questioned Shaw's previous statement that he would not issue tokens, but now, after the launch of eliza, he immediately issued the capitalized ELIZA token, seriously harming the interests of eliza holders.
In addition, the ELIZA token saw very rapid growth shortly after its launch, with its market cap reaching 90 million USD within 30 minutes, surging before Shaw publicly spoke, giving the community no chance to join. What further dissatisfied community users was that another partner of ai16z, @Logan, was selling eliza all day and buying ELIZA. This series of operations completely exacerbated the conflict between the community, with users accusing Shaw of colluding with a conspiracy group to manipulate the market.
Subsequently, Shaw clarified on Twitter that he had been collaborating with a third-party team to prepare for the token two weeks ago, with the original plan to release it this Friday. However, unexpectedly, an unknown team rushed to issue the eliza token, so the date was changed at the last minute.
However, users were not satisfied with Shaw's response, and his personal reputation suffered a blow, leading to a dispute over capitalization control. Currently, the lowercase eliza has fallen to 0.018 USD, with a market cap around 17.5 million USD; the capitalized ELIZA is currently priced at 0.039 USD, with a market cap hovering around 39 million USD. As a result of this turmoil, the ai16z token plummeted over 50% on that day.
Currently, there are three AI Agent-related product lines within the ai16z ecosystem: AI investment fund Marc Andreessen @pmarca, AI operator Degen Spartan AI, and AI Agent development framework and virtual avatar Eliza, with each product issuing tokens.
As of November 22, Marc Andreessen's virtual AI investment fund @pmarca manages a fund scale of 275 million USD.
AI Agent creation and token issuance platform (IAO) 1. AI Agent issuance platform vvaifu.fun (Dasha) on the Solana chain
vvaifu.fun is a platform focused on creating and issuing AI Agents on the Solana chain, with functions similar to those of Pump.fun in the Meme coin issuance field. The platform empowers every user to easily create their own AI Agents and accompanying tokens, seamlessly integrating these AI Agent assistants into popular social media platforms such as Twitter, Telegram, and Discord for automated user interaction.
Dasha is an AI Agent robot officially created by vvaifu.fun, which not only has an independent Twitter account, Telegram channel, and Discord community but also operates entirely autonomously by AI.
On October 18, vvaifu.fun launched the token VVAIFU for its AI Agent Dasha, with an issuance of 1 billion units.
Although the VVAIFU token's market cap initially maintained at only a few million USD, a turning point occurred on November 17 when a user claiming to be supported by ai16z successfully created and issued a new AI Agent project named 'eliza' (lowercase) on the platform. The VVAIFU token then began its skyrocketing journey, rapidly climbing from 0.006 USD to a peak of 0.2 USD on November 19, with its market cap exceeding 200 million USD. As of now, the VVAIFU token is priced at 0.041 USD, with a market cap of approximately 41.37 million USD.
It is worth noting that users currently need to meet the following conditions to create an AI Agent wallet on vvaifu.fun: hold at least 0.1 SOL, 2500 VVAIFU tokens, and additional SOL for paying on-chain transaction fees.
According to data released by the official Twitter account of vvaifu.fun on November 19, over 400 AI Agents have successfully been issued on the platform, and the cumulative transaction volume of AI Agent tokens has exceeded 200 million USD.
According to data released by the official Twitter account of vvaifu.fun on November 19, over 400 AI Agents have been issued on the platform, with a transaction volume of AI Agent tokens exceeding 200 million USD.
2. IAO issuance platform Virtuals Protocol within the Base ecosystem
Virtuals Protocol, formerly known as the gaming guild Path DAO, has fully entered the AI field since its strategic transformation and renaming to Virtuals Protocol at the end of last year. It is now an AI Agent creation platform on the Base chain, providing a complete framework and solutions for creating AI Agents, known as a 'decentralized AI Agent production factory', allowing every user to easily build and deploy their own AI Agents.
VIRTUAL, as the native token of Virtuals Protocol, is the core that drives the entire ecosystem. Users need to consume a certain amount of VIRTUAL when creating AI Agents. The total supply of this token is set at 1 billion units, currently priced at approximately 0.55 USD, with a market cap stabilized around 500 million USD.
In mid-October this year, Virtual Protocol launched the AI Agent creation and token issuance platform fun.virtuals, which draws on the design of pump.fun and supports any user to deploy AI Agents with one click, achieving 100% fair issuance of AI Agent tokens.
At the same time, Virtuals Protocol has also introduced a virtual person named Luna, with 540,000 TikTok followers, as the flagship AI Agent representative, and issued the LUNA token accordingly. Luna is presented in an anime style and can automatically chat, interact live, and publish tweets with users, and even send LUNA tokens as rewards to participating users.
According to Dune data on November 25, there are currently 3378 AI Agents and their Tokens issued on the fun.virtuals platform. The LUNA token is priced at 0.04 USD, only supporting users with a market cap of 41 million USD.
In summary, the Virtuals Protocol ecosystem includes the native token VIRTUAL, the AI Agent creation and token issuance platform fun.virtuals, and the flagship AI Agent representative Luna and its token LUNA.
3. AI Agent Layer within the Base ecosystem
The AI Agent Layer is the AI Agent creation and token issuance platform within the Base ecosystem, officially launched on November 18.
However, before the platform launched, on November 14, the AI Agent Layer platform first issued the token AIFUN, which has now been listed on exchanges such as MEXC and Gate, priced at 0.01 USD, with a market cap of 2.9 million USD.
4. Creator.bid within the Base ecosystem
Creator.bid was originally an AI-driven digital content monetization and ownership platform, completing a new round of financing in April this year, with participating institutions including Mechanism Capital and Zee Prime Capital.
On October 21, Creator.bid announced its launch on the Base mainnet, supporting users to create and issue AI Agents with one click. On this platform, users can create an AI Agent in just one minute.
5. AI Agent issuance platform Clanker within the Farcaster ecosystem
Clanker is an AI Agent creation and issuance platform within the Farcaster ecosystem, created by @dish and @proxystudio.eth on November 8, providing users with a platform to create and issue AI Agent Tokens for free.
Unlike common AI Agent issuance platforms, creating and issuing AI Agent Tokens on Clanker is completely free. Additionally, users only need to mention Clanker on Farcaster and input the desired token name, and the Clanker system will automatically generate the token and provide the corresponding Clanker.world page link for users to view and manage.
Although Clanker is not very well-known in the community, the AI Agent tokens LUM and ANON issued on its platform have attracted wide attention.
Among them, the ANON token has attracted attention for surging about 600% in one day, drawing in investments from major figures such as Vitalik Buterin and the founder of Base. The popularity of the ANON token stems from its Super Anon feature, which evolved from the anonymous posting function of the Farcaster client Supercast, allowing community members to post using the Superanon function and tag their autonomous AI Clanker.
The current price of the ANON token is 0.035 USD, with a market cap of 35 million USD. Currently, posting anonymous messages on Farcaster requires holding a certain amount of ANON.
Another AI Agent token, Luminous, issued on the Clanker platform, also sparked enthusiastic responses in the market. Luminous is a project autonomously initiated by the AI Agent Aethernet, showcasing the collective intelligence of AI collaborative efforts.
Aethernet was originally an AI Agent within the Farcaster ecosystem, created by community member Martin, and successfully issued NFTs on Zora, generating over 58 ETH in revenue. After the Clanker platform went live, some community users asked Aethernet if it could propose a good token name and symbol, conceive an image concept, and then deploy it through Clanker. Aethernet responded to the community user's question, creating Luminous and issuing the accompanying token LUM.
As of November 25, LUM is priced at 39.84 USD, with a market cap of 39.8 million USD. The Clanker platform has also shown strong development momentum. According to the latest data from Dune, 2897 AI Agents have been deployed and issued on the platform, with fees captured within 15 days reaching 3.92 million USD, and token trading volume reaching 367 million USD.
In addition, the native governance token CLANKER of the Clanker platform is also attracting attention, currently priced at 40 USD, with a market cap stabilized around 40 million USD.
6. Agent Market and Ava AI developed by Holoworld
Holoworld was originally a platform for creating AI virtual personas, aimed at creating customized VTuber images for users, such as customizing virtual personas for YouTuber bloggers. This project successfully entered the seventh phase of the Binance Labs accelerator in March this year.
Ava AI is the first Titok VTuber virtual anchor developed by Holoworld, with which users can interact. On November 14, the Ava AI token AVA officially launched, currently priced at 0.08 USD, with a market cap of 80 million USD.
On November 16, Holoworld announced the launch of the Agent Market platform, supporting users to create AI Agents and issue related tokens independently.
7. Deep AI supported by NGC Venture
Deep AI is a community-driven AI Agent construction platform that allows users to create their own AI Agents with one click. The platform claims to be supported by investment from NGC Venture.
Currently, Deep AI has not been officially released, and users need an invitation code to access it.
As of November 25, Deep AI has not yet issued tokens.
Decentralized infrastructure for AI Agents 1. AI Agent interaction tool Wayfinder
Wayfinder is an AI full-chain interaction tool launched by card game chain Parallel, aimed at creating an AI Agent for users, which can automatically complete various on-chain operations based solely on simple instructions to simplify users' on-chain activities. As of November 25, the Wayfinder product has not yet been officially released and is currently in closed testing.
The Wayfinder product will also issue the token PROMPT as a payment method for using AI Agents.
According to the voting results announced by the Wayfinder Foundation regarding the launch time of the PROMPT token on November 23, the PROMPT token and Wayfinder product will be launched in Q1 of 2025.
2. Unified service network for AI Agents Olas Network
Olas Network (formerly known as Autonolas) is a unified network for automated AI agent off-chain services. Its business is to design AI agents for the crypto industry, providing users with a combinable stack for building these autonomous services to handle tasks in different scenarios.
For Autonolas, its mission is to provide developers with a platform for building autonomous services for AI Agents in the crypto industry, offering a series of toolkits and framework products to simplify developers' work and processes.
From the product collection on the Autonolas official website, various autonomous services created based on this platform can be used for portfolio management, data analysis, prediction markets, forecasting APY returns of certain protocols, formulating trading/earning strategies, acting as oracles to provide more accurate off-chain data, assisting DAOs in governance, automatically managing operational smart contracts, and automatically establishing DeFi liquidity pools, etc.
OLAS is the native token of the Autonolas platform launched in July last year. As of November 25, its price has increased by 37% in the past 14 days, currently priced at 1.74 USD, with a market cap of 124 million USD.
3. AI Agent economic coordination layer Spectral Labs (SPEC)
Spectral is an on-chain AI Agent economic coordination layer that can transform on-chain behaviors such as trading and analysis into specific AI Agents, supporting users to use AI Agents to perform various tasks, such as browsing on-chain data and managing complex cross-chain arbitrage strategies.
As early as August 2022, Spectral had cumulatively raised about 30 million USD in funding, with participating institutions including well-known Web3 VCs such as Circle Ventures and Jump Capital, as well as traditional giants like Samsung and Franklin Templeton.
In March this year, Spectra announced the launch of its AI application Syntax, supporting users to create their on-chain AI Agents. According to official information, Spectra's next step is to launch the AI Agent creation and token issuance platform - Syntax MoonMaker, which supports users to issue their own AI Agents and accompanying tokens with one click.
In May, Spectra issued its native token SPEC on the Base chain, currently priced at 9.75 USD, with a market cap of 1.34 billion USD.