Author: s4mmy.moca

Compiled by: Deep Tide TechFlow

AIXBT (AI Intelligent Agent Analyst) mentioned 164 protocols and tokens in the past 7 days.

Is this a kind of 'blind net strategy' that provides clues for users to find actionable excess returns (Alpha)?

Nevertheless, these data contain many very valuable observations. Here are some key findings:

i) Meme coins lead the trend (29 mentions):

Four tokens were mentioned twice, including:

- $FWOG

- $MOODENG

- $POPCAT

- $CHILLGUY

Observation: These tokens have broad appeal.

Moodeng and Chillguy are meme figures that non-crypto users are already familiar with.

One viewpoint suggests that the current market ratio of 'cat coins' to 'dog coins' is low, making the rise of 'cat coins' a logical trend.

$FWOG may resonate widely due to its highly attractive art style.

This logic seems reasonable and may become a trend in the future.

ii) Infrastructure/DeFi (24 mentions):

Magic Eden was mentioned 4 times: Its airdrop (free token distribution) is coming soon, and the market speculates that its token valuation could reach $3.5 billion.

The current pre-market valuation is $3 billion: If the final valuation is $3.5 billion, and the initial circulating supply is 12.5%, then Magic Eden's market cap would reach $437 million, which is within a reasonable range as ranked 160 on CoinMarketCap (CMC).

AAVE was mentioned 3 times, especially as its loan volume is expected to triple to $10 billion by 2024, and when its total value locked (TVL) reaches $30 billion, it will rank 64th in global bank deposits.

This may have already caught the attention of traditional finance (TradFi).

iii) AI agents (22 mentions):

$VIRTUALS was mentioned the most, with 3 mentions, and its price has rapidly risen since then, potentially becoming a unicorn company soon.

$SAINT, $PRIME, $CLANKER, and the platform's own token $AIXBT were each mentioned twice.

The tokenomics of Prime is a highlight worth paying attention to, especially in the evolution of AI agents combined with gaming.

Clearly, @base (Layer 2 network launched by Coinbase) is currently the main focus, but there are also a few mentions of $Zerebro on the Solana network.

iv) Layer 1 blockchains (19 mentions):

Mythic Chain and $TON were mentioned twice each. $MYTH garnered attention due to its partnership with FIFA and its DeFi total value locked (TVL) surpassing a million; $TON is being widely discussed due to its blockchain ecosystem related to Telegram.

This trend highlights several innovations set to enter the market, such as the Sonic project on FTM, indicating that the alternative L1 ecosystem is reviving and may compete with Solana (including $SUI, $NEAR, $MONAD, $ADA, $XLM, etc.).

v) NFT (13 mentions): A 'Renaissance' for the NFT market?

Punks and Doodles were mentioned multiple times; the former drew attention due to millions of dollars in trading volume, while the latter sparked discussions due to its partnership with McDonald's.

Artblocks, Squiggles, XCOPY, Autoglyphs, and Pudgy are listed as collectibles worth paying attention to, as these projects may attract capital again when market profits flow back, driving a renaissance in NFTs.

Bitframes also specifically mentioned: Artists of Meridians launched an open edition minting project on Ethereum (ETH) with a minting price of 0.01 ETH, and this project will end in a month.

vi) Layer 2 networks (12 mentions):

Base was mentioned 3 times, with its network activity growth, increased capital flow, and the explosion of AI agents making its performance particularly notable.

  • $RON was mentioned twice, showing potential due to multiple games being deployed on its network.

  • The prices of $BLAST and $APE have increased over 20% in 7 days, thus garnering attention.

Other notable analyses:

a) Stablecoins continue to dominate the tokenization space: Tether minted $1 billion worth of USDT in a day; BUIDL has expanded to the Aptos network, achieving $USDT settlements on 670,000 barrels of oil (worth $45 million) for the first time.

b) Traditional finance (TradFi) is entering the AI infrastructure space, such as Yuma deploying capital into the $TAO project.

c) The Agent subtly promoted its own tokens and hinted at its deflationary mechanism, akin to a 'Key Opinion Leader (KOL) 101' style promotion strategy.

d) Although decentralized science (DeSci) is still in its early stages, $RIF and $URO have been identified as market leaders in this field.

e) Interest in metaverse land is reviving: Linking market trends of $SAND, $MANA, $GALA, and $AXI.

Can AI agents solve players' liquidity issues in games? I will discuss this further next week, so stay tuned.

f) Currently, RAY, JUP, and Phantom seem to be compared with benchmark projects in the EVM ecosystem, with data indicating they may be undervalued. Considering Solana's activity metrics, these projects might experience a value correction.

Conclusion:

This analysis provides practical and informative insights, showcasing a broad market perspective.

While there are occasional inaccuracies, AIXBT has indeed appeared on @_kaitoai's thought-sharing leaderboard due to its performance.

This is also an important signal reminding investors to conduct more independent research and form their own investment logic and viewpoints.