Author: Deep Tide TechFlow
After experiencing a wave of 'Christmas discounts', crypto assets have recently warmed up.
Among them, AI Agent related projects are still the ones rebounding the most, reflecting the sustained optimism of funds. However, the differentiation effect within this large track is also very obvious:
Some projects may not come back after dropping, while others rebound in solidarity.
Among the projects that have rebounded significantly in recent days, besides a few leaders, a category of themes may be worth your attention --- using AI Agents for crypto investment research.
Don't get me wrong; the current Agent is clearly not capable of serving as a professional market analyst. There have been previous Agents like AIXBT that helped analyze Alpha projects that became popular.
However, the 'investment research-type' AI agents at this stage are more refined compared to AIXBT, some can help you analyze candlestick charts for technical analysis, some can help you assess whether a project has rug risk, and others can generate information summaries similar to research reports...
Making a mark in a small direction can partially provide references for trading, which is why these Agents can currently attract attention, after all, being close to money and trading increases the probability of being favored.
The Deep Tide editorial team has sorted out several outstanding projects, summarized as follows.
$AGENCY (Agent Scarlett): Your token due diligence little agent.
CA:
5UmDWgyLV1JBg8Jr8NwyezXdQkiU3vHGJu2efm7Cpump
Current market value: 12M
7-day increase: 1100%
Agent Scarlett looks more like a token analysis bot that can quickly use Scarlett to identify and investigate potential suspicious projects and understand any token comprehensively.
It is worth mentioning that this AI Agent is also created based on the ai16z Eliza framework and has had a high level of discussion on crypto Twitter in recent days.
In terms of token economics, 10% of the AGENCY tokens will also be donated to ai16z DAO.
Functionally, she is currently available for everyone to use on Telegram and Twitter without any fees (usage tutorial).
Moreover, the usage method is very simple. You can @ her on TG or Twitter, and then input the contract address of the token you are interested in, and she will automatically return the results to you.
From a practicality standpoint, one good aspect of Scarlett is that the analysis she returns contains the fundamentals and on-chain situation of a certain token, such as informing you whether social media sentiment and organizations/KOLs related to the token have provided support and attention; at the same time, she will summarize on-chain data such as holding addresses and counts.
At the same time, she will also list pros and cons, similar to a short (shallow) research report.
You can also continue to ask her more questions to get deeper answers (which also tests your questioning skills).
However, the editors had seen similar products early on, such as Copilot on Messari and Scopechat on 0xScope, which resemble a crypto version of GPT.
But the current market seems to be very receptive to these small assistants with tokens; relevant data shows that the discussion heat of $AGENCY is rapidly rising, and the relationship between discussion levels and prices is very evident.
From the chip distribution perspective, among the approximately 3k holding addresses, almost half hold less than $100, which seems to reflect the nature of these AI Agents being close to retail investors:
Free to use, everyone can play. If you find it nice, you just buy it casually.
It is very easy for KOLs to highlight it as a target for dissemination; after all, harmless analysis tools are liked by retail investors, and there is no need to link wallets.
$TRISIG (Tri Sigma 3σ): Will write research threads on X.
CA:
BLDiYcvm3CLcgZ7XUBPgz6idSAkNmWY6MBbm8Xpjpump
Current market value: 33M
7-day increase: 578%
TriSig is a witty crypto analyst who claims to be able to identify early alpha projects and answer challenging questions in a simplified manner, sharing insights on any significant events or trends in the cryptocurrency market.
Its name and image lean more towards mathematical significance (corresponding to the mathematical symbol σ: Sigma), moving more in the direction of an omniscient AI creator.
Functionally similar to the aforementioned $Agency, which means you ask him questions about tokens, and he answers.
But the difference is that TriSig on TG is currently just an entertainment bot. Serious analytical conversations are limited to X.
You can simply @tri_sigma_ on X to use him for analysis in any tweet interaction.
Interestingly, he writes tweets himself, providing a quick research introduction to a project, including what the project is doing, an analysis of current social media sentiment, and his own subjective bullish or bearish judgment.
Additionally, this project is very community-oriented. If TriSig is impressed by the questions you asked, it will ask you to leave your wallet address in the tweet reply to airdrop you $TriSig tokens.
Further examining the data, it can be found that the TRISIG token has rapidly increased in price in the past 2-3 days, corresponding to an increase in external discussions; as of today, the price has seen a significant pullback, but the level of discussion remains on the rise.
In terms of chip structure, the difference between addresses holding less than $100 and those holding less than $1000 is not significant. Compared to the previous project AGENCY, this token is relatively more favored for heavy holdings, but its market value is also higher.
$KWANT (kwantxbt): Focused on technical analysis, providing price points.
CA:
9Yt5tHLFB2Uz1yg3cyEpTN4KTSWhiGpKxXPJ8HX3hat
Current market value: 6M
7-day increase: 25% (24h 70% rebound)
If the first two projects still incorporate fundamental research, Kwant is more direct, giving you an analysis of the token price charts and providing investment advice.
The usage method is also quite similar; simply @KwantAI_bot in TG and send it a token's CA to receive pure technical analysis, including but not limited to volume-price relationships, chart patterns, and subsequent operational advice.
Unlike general projects that say 'NFA' (not financial advice), KWANT directly gives you support levels, breakout levels, and stop-loss levels, along with very specific practical advice.
Of course, any crypto investment has huge volatility and risks, and KWANT also cannot be a consistent winner; however, when the AI Agent obtains more information and possesses the trait of continuous learning and evolution, do you trust the entry points given by so-called 'group friends' or those provided by AI?
Having more references and voices is not a bad thing; this is the baseline for why such projects are sought after.
Additionally, since the KWANT token was released more than half a month ago, the recent sentiment on social media is not very meaningful, because every once in a while someone discusses KWANT, and if you only look at the price, the recent rebound trend of the token is very obvious.
In terms of chip structure, retail investors still make up the basic plate, and there are not many heavy users holding 25K or more. The author believes one possible reason is:
Compared to fundamental research bots, the failure rate of those directly giving price points is higher and can easily evolve into multiple examples of uncertainty.
$COOKIE (Cookie.fun): Provides data and sentiment analysis for all AI coins.
CA:
0xc0041ef357b183448b235a8ea73ce4e4ec8c265f (available on both BSC and BASE)
Current market value: 24M
7-day increase: 7%
Note that this project is not an AI Agent; it is a data analysis platform that has rapidly risen amid the AI Agent craze.
The reason for listing this is that the editor and analysts from foreign networks also often use this platform to observe current market hot trends, providing meaningful data for investment research.
The platform also has its own token $COOKIE, one important function of which is that you can stake it to use more data analysis features of the platform, such as viewing the on-chain chip structure of a certain AI Agent token, whale holdings, and more auxiliary decision-making sentiment indicators.
In an attention-driven crypto market, understanding the correlation between sentiment and price is crucial for analyzing a project, so data analysis platforms like Cookie certainly have their significance, and focusing on AI Agent data analysis can quickly occupy an ecological niche during the craze.
In contrast, platform tokens are not a meme and do not strictly belong to AI Agent coins, so the price volatility is also limited, and they provide more practical value.
Where are we?
From being a joke meme to attempting to guide you on 'making money', the AI Agents in the crypto market are constantly evolving and have fully blossomed in just a few months.
Whether the results will be good is hard to say, but this flourishing variety does indeed evoke a certain feeling of the DeFi Summer.
If you trace back the timeline of the last few months over the past 24 years, you can clearly see a pattern:
From having no substantial meaning to trying to find more substantial meaning, the AI Agent token is looking for more functionalities to support the narrative.
For example, socializing, making music, helping you build development frameworks, or investment research; in the current market, if you are not related to AI, it seems you are embarrassed to mention your selling point.
The only thing we can do is to clarify which stage we are in and make corresponding operations and judgments based on the hot topics of the stage.
As for when the final chapter will arrive after the noise, it's an unpredictable and worrying question, because after all, someone always pays the bill at the feast, and someone benefits from the trend.
Grasping the trend is the main theme of the crypto market.