Original title: Why $COOKIE Is The Hidden AI GEM

Original author: The Block Runner

Original translation: Ismay, BlockBeats

Editor's note: As AIXBT dominates crypto Twitter, it has proven that AI agents capable of providing influential market insights can stand out in the market. After only a few months of deployment, AIXBT's market value has reached $600 million. This podcast will delve into why AIXBT has been able to surpass other agents and how its data aggregation technology has become a core competitive advantage. Additionally, the podcast will explore CookieDAO as a market-leading data aggregation and packaging infrastructure provider and the performance of its token $COOKIE. With increasing demand from both human and AI users for cookie.fun, the value of access to aggregated data will further enhance.

The following is the original content, rearranged for readability:

Will: Today, let's talk about some topics regarding AI infrastructure.

Iman: Infrastructure projects, what's your favorite type?

Will: The sexiest part of the crypto ecosystem is the infrastructure.

Iman: Only a few people would think so, right? But that's exactly the direction we like to look for, right? It reminds me of those days when we played with ARC-20. Yeah, back then we first encountered Ordinals, thinking that Checkcoins on Bitcoin was a big deal. Then you delve deeper into these tokens and find many of them have no real value. However, there was a developer that impressed me named Benny. He is building Track Network, which is actually a real data infrastructure project. I thought at the time, wow, this is truly meaningful stuff.

Will: That's the token.

Iman: Yes, absolutely fantastic. And in the entire ARC-20 ecosystem, it remains the only infrastructure project. It's incredible, but it's also why it attracts us because it provides a very fundamental value addition to the entire ecosystem.

Will: Basic to the extent that we must use it.

The most powerful brain of AIXBT

Iman: That's right, this is also the unique perspective we possess when analyzing these markets. As developers, we can examine all these projects and tokens and think about which ones we will actually use in our own development processes. So we discovered a project that we believe is severely undervalued, and this is reflected in its market performance.

Will: Its market value, and it is the most important single core part of any AI agent.

Iman: Yes, we will explain in detail later why this is the case. But first, let's understand the value of the number one AI agent in the entire ecosystem, which is AIXBT.

Will: We now see its market value is about $600 million, and all of this started from zero.

Iman: Yes, this all started with an independent developer. He designed a unique model for this agent, which can be described as a sort of 'pool model' operation. It starts with a bonding curve and needs to traverse the bonding curve phase to inject liquidity into the DEX. Then, it has market feasibility, and so on. And now, it has reached a market cap of $600 million, showing very strong performance.

Will: Yes, it increased by 22% today. Very impressive.

Iman: Yes, there are obvious reasons for this, right?

Will: That's right, the latest data shows that AIXBT captured 60% of AI agent market attention in the past 24 hours.

Iman: Yeah, just look at yesterday's data. If any project can completely dominate the market, this is what this chart shows. Why? There are so many platforms releasing AI agents, why is AIXBT so different? Why is this insight from crypto Twitter so influential? Why do people naturally gravitate towards it? There’s a kind of 'secret sauce' here that many people have not yet realized.

Will: Let's talk about this. AIXBT may redefine the distribution capabilities between machine agents and humans. By quantifying the influence of each account, it can reward quality creators and drive a more efficient and fair matching market. This indeed makes one very excited about what will happen next. And AIXBT has started to receive a large number of airdrops in the App to Earn model, which is the app you sent me earlier, right?

Iman: Yes, this is actually a completely different topic, perhaps we can make another video on it. The core is about how to incentivize social interaction; the more you interact, the more you earn. So you have to participate in the interaction to earn returns. And for AIXBT, considering it has the largest following on crypto Twitter, it will continuously earn rewards like Yap tokens or Yap points through this interaction. These are the real profits it earns from two-way interaction with the crypto community.

Will: Yes, this should be a completely independent application, right?

Iman: Yes, this is a completely independent application. But the key point is how to integrate this data, such as data on social sentiment, and apply it.

Will: Here is a quote from the creator of AIXBT. He said: 'The competition for information dominance in the crypto space has begun. The days of manually tracking narratives and cross-referencing data across multiple platforms are coming to an end. This is an experiment exploring the potential of AI-driven crypto market analysis.' This AI is doing what we are doing, but it operates around the clock and covers a broader range.

Iman: Why? Because if you analyze this tweet about AIXBT's test deployment closely, its information sources are rooted mainly in some well-known KOLs and influential figures in the cryptocurrency Twitter space. So, as individual users of crypto Twitter, we need to browse these people's accounts one by one, check their timelines, and understand what they are discussing to find 'Alpha'.

Will: Including whether interactions are real or fake.

Iman: This actually requires handling a lot of information, right? But this AI agent can access multiple information streams simultaneously, and it can process and analyze these data streams in real time, then integrate them into a tangible viewpoint.

Will: Yes, this AI agent framework has four Alpha dimensions. Its core is to handle discussions about X, identify narratives driving market changes, and has the capability to detect emerging topics, integrating functionalities of other AI Alpha platforms, providing direct access to the AIXBT brain, which brings benefits to token holders through the rxbd.tech platform, including querying projects from its data set, real-time market analysis, and upcoming PWA features. The overall architecture includes information collection, processing, integration, and dissemination, this is the logical framework of this AI agent. AIXBT is one of the most useful AI agents I have tested, launched 10 days ago, and has now become the second largest agent on the Virtuals platform, even surpassing Luna.

Iman: This was the case before, but the key is that it scrapes data from multiple sources and 400 KOLs and generates real-time news push. This is what we call the superpower of AI — something that humans on Earth simply cannot do.

Will: That's right, no one can track 400 KOLs, we can at most follow 10.

Iman: That's about it, and we can't keep up with it in real-time like it does.

Will: Indeed, you can't track it in real time.

Iman: So, it's clear that this is a vertical field that humans can no longer compete in because you can't compete with this level of efficiency.

Will: For example, in terms of productivity, information awareness, and interactivity, what we are discussing now is actually its most basic version.

Iman: That's right, for KOL types in the American style, these have become obsolete.

Will: Just go read AIXBT.

Iman: Shut down the channel, guys, sorry. But don't really do that.

Will: If you hold over 600,000 tokens, you can gain access to the AIXBT terminal. The speed at which this terminal organizes data is a significant advantage for traders. We've seen some similar terminals, it's like a constantly pushed stream of consciousness. And even if you can access this terminal, as a human user, it's hard to really utilize it. For example, buying tokens before it tweets — you can do that, but it's actually quite difficult.

Iman: It's not difficult to implement at all, brother.

Will: This is better than just looking at Twitter.

Iman: Yes, it's like a refined Alpha information funnel. You’re not distracted by all sorts of irrelevant content like on Twitter. For example, you want to find Alpha information, and then you see someone getting hit by a bus.

Will: This is the killer app for current AI agents — AIXBT. So we find that its 'secret sauce' is actually its scraping ability, right? It’s the data sources, data aggregation, and the framework for applications and re-output capabilities.

Iman: There is already a platform in development that has even stronger capabilities in data scraping and reorganization.

Cookie DAO's platform layout

Will: Let's take a look at Cookie DAO. In the agent economy, information is the new currency. Only agents that can access the largest and most accurate data sources can win. A unified intelligent layer is needed to connect various points to track emerging narratives before trends form, detect changes in mind share and community attention, understand the flow of influence between key players, and process it when market sentiment forms. Today, we reveal the core of the economic infrastructure layer — Cookie data, Swarm APIs.

Iman: Now getting to the point, our discussion is becoming interesting, this is where developers can get involved. We can access this content and apply it to the agents we design ourselves.

Will: This is very important for the development of the metaverse, because now those AI agents that can access these knowledge bases can create revenue for the metaverse, generate assets, and hope to kickstart the flywheel effect by selling these assets.

Iman: That's right.

Will: So what is the market value of Cookie DAO? Only $32 million. (Data at the time of podcast recording, currently $42 million)

Iman: I'm not sure if this can be considered a micro-cap, but I think a market cap below 100 million can be considered a micro-cap project. Obviously, these projects carry higher risks, but they also have significant potential returns. And we are talking about infrastructure, which initially did not start as an AI infrastructure project.

Will: Yes, it has made some adjustments recently.

Iman: Recently, with the launch of Cookie.Fun, its positioning has completely changed, and the market sentiment has reversed accordingly. The core function is mainly to aggregate data sources and then allow all AI agents to compare and compete in terms of mind share, market share, and so on.

This is exactly what you would focus on when looking for emerging markets in the crypto space. If a new market emerges, then this new asset class should bring some new metrics, right? It’s a bit like DMT. You will see a series of new token deployments, suddenly these tokens will have some new elements, like non-arbitrary supply, these are all emerging things, so these new metrics validate that a new asset class is forming, and the same logic applies to AI agents.

Will: Yes, the new metric here is mind share, which is unlike traditional metrics.

Iman: Yes, you won't see these metrics on CoinMarketCap or CoinGecko. But you will see asset arrangements like this.

Will: For example, popular tweets, average impressions, and average engagement rates, these are all new content.

Iman: Yes, this data is highly valuable. They not only aggregate this data for humans to assess the market and position themselves, but this information is also important for AI agents. Right? AI agents need to access this information to perform their functions.

Will: That's right, Cookie DAO has been online for three weeks, with 100,000 independent users, and version 0.3 will be released this week, expected to further improve.

Iman: 100,000 users is indeed a lot, brother.

Will: Yes, 100,000 people, and currently these users are still human, not counting the future when AI agents can also access this data. This is an upcoming trend.

Iman: That's right.

Will: Cookie DAO now offers multiple airdrop mining pools where users holding Cookie tokens can stake them into the launch pools of these new projects to earn airdrop rewards.

Iman: Yes, these projects are essentially leveraging Cookie's API to meet their own needs. They use this powerful data aggregation system or process to deploy this data for newly created AI agents. Therefore, you can also speculate on this application prospect.

Will: This token was initially launched on the BSC chain, and later migrated, or at least partially migrated to the Base chain.

Iman: Yes, now you can buy this token on the decentralized exchange on Base.

Will: Yes, that's correct, but this staking mechanism is currently only available on Binance.

Iman: That's how it is right now. I think the team should be well aware that most activities are happening on Base, especially in the AI agent field. So I predict they will introduce a staking mechanism on Base, such as staking Cookie tokens.

Will: Yes, this will definitely be launched, it's just a matter of time. Alright, now the Cookie token is available on Base.

Iman: Yes, starting from the 3rd, the announcement clearly states.

Will: Yes, now Aerodrome has opened new liquidity pools and supports trading, while the staking function on Base is also about to launch.

Iman: Yes, they are actively developing this feature. What does this mean? I guess this might mean that new AI agents will go online utilizing this new data infrastructure layer. If you stake these Cookie tokens, you will likely receive allocations of these new agents, right?

Will: Yes, and another tweet mentioned the update of the data swarm framework, including API access payments and Cookie tokens. 50% instant destruction, 50% allocated to the DAO fund, functionalities coming soon. This means that if you want to access data aggregation functionalities, you'll need to utilize the API, and using the API requires Cookie tokens.

Iman: Yes, they also mentioned this is a deflationary mechanism. This will reduce the token supply. With the growing demand for data access and more AI agents being deployed, this data essentially becomes the lifeline for agents to operate. This demand will gradually reduce the token supply over time, thereby enhancing the value of the DAO. So this is a very solid and promising project.

Will: So, you mean destroying half of the token supply, with the other half going to the DAO fund.

Iman: This is a very powerful network effect tool, the flywheel effect is here. Also, you mentioned that this token has expenditure functions similar to an oracle.

Will: Yes, similar to Chainlink. So what is the potential of such infrastructure projects? The closest comparison is Chainlink, which has a market value of $12 billion.

Iman: If you understand the functionality of Chainlink, it essentially provides some off-chain data dependent functions for on-chain smart contracts. So a network of data aggregators and validators is needed to deliver this information flow to smart contracts to ensure they operate correctly.

Will: So are you saying Cookie has the potential to become a 400x investment opportunity?

Iman: Right, you calculate quite quickly. I did calculate, yes. I see no reason to believe it's impossible. Of course, it all depends on whether the AI agent economy can continue to thrive. And I believe it will develop, right? The durability of AI is beyond doubt, this is not a fleeting technology.

Will: Absolutely not, this is not a fleeting trend or a flash in the pan, it will become a long-term pillar in the global economy.

Iman: Not just in the crypto space, right?

Will: Yes, not limited to the crypto space.

Iman: So this is a big deal. Just like Chainlink is essential to the smart contract ecosystem, its market value reflects that. I believe the value of such data infrastructure is equally important in the context of AI network effects.

Will: So, what exactly is this Agent Cookie?

Iman: Let me look for another tweet and see if I can find it, not this one, maybe the next? Or the last one? Yes, this one. 'Alpha 1. Holding 100,000 Cookies might be a good choice.' Did you see that?

Will: 100,000 Cookies, that might get you...

Iman: Terminal access, or maybe airdrop allocation? I'm not sure, but I like to think this might have something to do with the Cookie agent itself.

Will: So how much are 100,000 of these tokens worth?

Iman: Absolutely not cheap, about $17,000.

Will: That's about the price. So that's the cost you need to pay, no matter what that gets you.

Iman: So if you want to access this 'brain' now, the AIXBT brain is too expensive, costing up to $500,000. Basically, only institutional traders can access it at this stage. So if you want to gain access to this data layer before institutions come in, now is the time.

Will: Right? We created a test account for Agent Cookie Fun two days ago. This is proof of its operation. Essentially, this is a test. I found a token called Rex, when its market cap was $1.9 million, while its competitor had a market cap of $22 million. When we discovered this token, its price was about here, and now its value has risen to here.

Iman: Yes, they are conducting internal testing to ensure that data streams can produce valuable outputs, just like AIXBT. So it looks like everything is ready, and it might be just days or weeks away from the launch of Agent Cookie, or it might be about to be released. Agent Cookie will compete for market share with other agents, but I predict it will quickly catch up or even surpass AIXBT, mainly because it has a stronger data source acquisition capability.

Will: This was proposed by one of Cookie's co-founders.

Iman: It's really fascinating to see these processes gradually taking shape.

Will: If I understand correctly, Cookie is collecting more information than any other AI and packaging it for use by other agents. If the price of the AIXBT terminal is $250,000, I wonder how Cookie will be repriced in the future.

Iman: Yes, we have speculated a bit on this. But the most important point is that this data infrastructure is packaged for agent use, right? I don't think the Cookie agent will be a singular existence. I think this is...

Will: A platform.

Iman: Yes, this is a platform-type layout, I believe so.

Will: Yes, so essentially, if you want to launch an AI agent in the future, you need to connect to this platform. Because it seems to have the best data access, and this data has been reasonably aggregated for AI use. And if you use this platform, you will need Cookie tokens. When you spend tokens, 50% will be destroyed, and 50% will go to the DAO fund. This mechanism...

Iman: This is good. This is how we see a new generation of higher quality, higher level agents. At some point, someone might develop an agent rating mechanism, just like how smart contracts need to be audited and rated. Yes, agents should also be subject to the same scrutiny, right? Giving these 'little guys' a rating is a good thing. It’s like pushing the entire field forward.

Will: So the core argument here is, if AI agents need information and data as their 'lifeline', then platforms providing this service will obviously become crucial.

Iman: This indeed meets the traditional standards in our emerging trends checklist that we have been looking for. Just like the Ordinals project we mentioned earlier. This project revolves around too many fundamental value points, and because of this, it is overlooked in the current market. The current market tends to focus on existing agents, those singular projects. Therefore, the current speculative environment is concentrated in these areas. But eventually, these fads will fade, the market will start looking for the next wave, which is the next generation of breakthrough technology. And this is exactly the direction we are focused on.

Will: Alright, that's it for today. We talked about Cookie and its infrastructure layout in the AI agent field. If you have any questions, please let us know.

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