Right now the market is falling, but AI infrastructure and agents are hitting all-time highs. What do you think will happen once the market recovers?
We may see some of these protocols reach market caps of alt-Layer1 ($10B+). The big difference? Most of these are not VC-backed, so you don’t have to worry about huge unlocking risk.
The two kings of AI infrastructure:
1:virtuals_io ($4.6B market cap) - the current king
2:Ai16z ($2.2B market cap) "Dragon slayer"?
Contenders:
1:ZereBro ($632M market cap) - the transformation has arrived
ZereBro started out as a general AI agent that was also able to create music. But now, it is transforming into a full framework for creating other agents.
2:ARC (arcdotfun) - $358M market cap - Rust-based AI agent framework
Arc .fun is building an open source agent framework called Rig. This framework is currently the only agent framework built on Rust. This is very important because Rust is the native language of Solana.
3: GRIFFAIN (market value $457 million) - Solana's AI App Store
Griffain allows you to interact with your agent through natural language, search and operate on-chain.
4: REI (market value $153 million) - Smarter AI Agents
5: VAPOR (market value $154 million) - The first and only AI agent launch platform on Hyperliquid
