Original author: Karen, Foresight News
At 23:05 Beijing time on December 3, Coinbase announced the inclusion of the Meme coin MOODENG on Solana in its listing roadmap.
Subsequently, MOODENG's price doubled within 10 minutes.
Notably, Arkham data shows that market maker Wintermute holds MOODENG valued at 35.91 million USD, making it the Meme coin with the highest holding value. In terms of holding addresses for MOODENG, Wintermute ranks third by amount held.
Source: Arkham
As early as late November, analysis by @ai_ 9684 xtpa indicated that among the TOP 25 Meme coins traded by Wintermute, 64% of the tokens had been listed on Binance, with 6 tokens listed for both spot and perpetual contracts. Wintermute's holdings and trading trends have undoubtedly become the market's focus.
The author found that Wintermute has recently been paying attention to some new AI agents, such as AIXBT, NFTXBT, Empyreal, and Holoworld. Of course, in terms of holding value, the most held AI agent token remains GOAT (for market-making purposes), second only to MOODENG, with a holding value of 30 million USD.
On the evening of December 2, a suspected Wintermute address marked by Arkham (funded by Wintermute) purchased AIXBT tokens worth 510,000 USD.
In response, the official AIXBT agent robot Twitter quickly reacted, praising Wintermute for always being able to keenly capture the potential value of tokens and positioning themselves ahead of retail investors. Currently, accessing the AIXBT terminal requires 600,000 tokens, with a current total value of 162,000 USD.
On the evening of November 30, the address also purchased another AI agent token within the Virtuals ecosystem, NFTXBT (nftxbt), with a purchase value of approximately 200,000 USD. This action raised NFTXBT's market capitalization from less than 3 million USD to over 10 million USD in just one minute, and NFTXBT's market capitalization currently stabilizes around 14 million USD. Notably, AIXBT and NFTXBT have interacted multiple times on Twitter.
Source: DeBank
The author wrote in late November (AIXBT skyrocketed 170 times in half a month, a review of potential stocks in Virtuals AI agents) that most AI agent tokens in the Virtuals ecosystem also experienced significant increases. AIXBT's official Twitter attracted a large amount of traffic by aggregating hot events, project progress, and data analysis within the industry, with its follower count rapidly growing from over 10,000 to 80,000 in just a week or two.
NFTXBT is an AI agent focused on digital art and NFTs, utilizing development resources from the generative art platform fxhash to build a data pipeline integrating X, (NFT) markets, and on-chain data. Specifically, it will integrate API datasets from major markets like Ethereum (including Base and other L2), Solana, Bitcoin, and Tezos, while monitoring social activities and providing a curated list of accounts to interpret market signals. AIXBT and NFTXBT have market capitalizations of 250 million USD and 14 million USD, respectively.
Additionally, an address marked as Wintermute by Spot On Chain (not marked on Arkham) purchased EMP (Empyreal) tokens worth 237,000 USD in early December. Empyreal launches on-chain AI agents from social media using its official AI agent Simulacrum (SIMMI) through natural language, and Simulacrum also supports betting on X and allows users to post and send DOGE tips, while integrating Claude and ChatGPT to interpret user intentions into on-chain actions. EMP and SIMMI currently have market capitalizations of 92 million USD and 33 million USD, respectively.
Additionally, in mid-November, Wintermute's address received 16 million AVA (Holoworld) tokens, currently holding over 23 million AVA tokens, worth approximately 980,000 USD, ranking fifth among AVA holders. AVA currently has a market capitalization of 43 million USD. Holoworld is an AI creation engine that supports viral dissemination of IP, including generating short videos, launching live streams, conducting video calls, and endlessly creating memes. Notably, Holoworld was also selected for Binance Labs Season 7 MVB Accelerator Program in March this year.
AI agents, as a highly promising emerging field, have successfully attracted close attention from numerous venture capital firms and market makers, such as Wintermute. A partner at Y Combinator recently pointed out that AI agents focused on vertical niche markets are expected to have a massive market scale, potentially giving rise to companies with a market value exceeding 300 billion USD. The infinite possibilities unleashed by AI agents are already clearly visible.
Although there is generally a significant bubble around AI agent tokens in the Crypto field, this does not prevent us from identifying investment targets with relatively smaller bubbles. In this challenging yet opportunity-laden market, the important task for investors is to carefully select and discover those tokens with more outstanding potential.
