Original author: Biteye core contributor Viee
Original editor: Biteye core contributor Viee
Original source: @BiteyeCN
The combination of Crypto and AI is showing its huge market potential in a new way. AI Agent is not only an extension of traditional AI technology, but also a super potential track embedded in the blockchain world.
What exactly is AI Agent? Why is the market so keen on this track? Can it break through the traditional Internet and smart contract world, realize autonomous economy and intelligent collaboration, and become the core of the next generation of disruptive technology?
This article will conduct an in-depth analysis of the AI Agent track. Perhaps there are deeper answers.
I. Introduction to the AI Agent track: The rise of agents
1.1 What is an AI Agent?
AI Agents are intelligent entities capable of executing tasks, making decisions, interacting with other systems, and learning. Compared to traditional AI assistants, AI Agents not only understand and handle complex tasks but also operate in a decentralized environment of blockchain, achieving autonomous decision-making and value exchange.
These agents are not just single programs or scripts, but economic entities built based on certain autonomy, long-term learning, and adaptability to the environment. For example, some AI Agents can manage their own funds, make investment decisions, and even autonomously execute smart contracts. They are not limited to completing simple tasks but can also participate in a decentralized ecosystem.
1.2 Why is the market so focused on AI Agents?
The rise of AI Agents is not accidental; it is backed by the development of blockchain technology and the continuous maturity of artificial intelligence. Firstly, blockchain provides a decentralized infrastructure, where the actions and transaction records of agents can be verified and tracked, ensuring transparency and trust. The advancement of AI technology enables these agents to possess more complex judgment and execution capabilities, operating autonomously like an economy.
In the market, the potential of AI Agents is being recognized by more and more investors and developers. For example, in the combination of cryptocurrency and DeFi, AI Agents can automatically analyze market data based on user goals through the execution of smart contracts, completing planning and execution. In the future, AI Agents may become 'residents' in the virtual world and even create and manage more digital assets.
II. Four major categories of the AI Agent track
The AI Agent track has currently developed various forms, with different projects presenting different characteristics based on their functions and application scenarios. We will analyze in detail from four main categories: AI Agent Framework, AI Launchpad, AI Agent Meme coins, and AI Agent Applications.
2.1 AI Agent Framework
AI Agents framework is the infrastructure for building and launching agents, providing developers with tools to easily build, train, and deploy AI Agents. Currently, this type of project is becoming one of the most关注的部分 in the track.
Representative projects:
1, $ai16z @ai16z dao
Market cap: 2.01 b
ai16z is known as the first AI version of a venture capital fund (VC), while proposing the Eliza framework, utilizing AI algorithms to simulate the decision-making process of renowned investor Marc Andreessen and investing based on suggestions from DAO members.
2, $zerebro @0x zerebro
Market cap: 405.9 m
Zerebro creates and distributes content on social platforms through its self-operating AI system. It combines social interaction, cross-chain NFTs, and autonomous token functions. At the same time, it launches the open-source Python framework ZerePy, allowing users to deploy their agents on X, supported by OpenAI or Anthropic LLM.
3, $ARC @arcdotfun
Market cap: 337.32 m
ARC focuses on creating an open and secure digital ecosystem. It has developed an AI framework named RIG based on the Rust language, supporting decentralized applications (dApp) and smart contracts, while providing efficient smart order routing functions to optimize the user trading experience.
4, $GAME @GAME_Virtuals
Market cap: 219.32 m
As the core framework of the Virtuals ecosystem, $GAME empowers the autonomous operation and intelligence of AI agents, symbolizing the deep integration of AI and gaming. It is not only a tool for developers to create AI agents but also the infrastructure to promote the future development of social and gaming agents.
5, $swarms @swarms_corp
Market cap: 398.2 m
A multi-agent AI framework founded by the genius youth Kye Gomez. Based on its framework, developers can create and manage multiple AI agents, supporting seamless integration with external AI services and APIs, and providing long-term memory functions to enhance contextual understanding.
2.2 AI Agent Launchpad
Launchpad is the issuance platform for AI Agents, similar to meme coin launch platforms like Pump.fun, allowing users to easily create AI Agents and their associated tokens. Meanwhile, the created AI Agents can seamlessly integrate with social platforms like Twitter, Telegram, and Discord for automated user interaction.
Representative projects:
1, $VIRTUAL @virtuals_io
Market cap: 1.79 b
VIRTUAL allows users to create AI agents that can interact with the environment, possessing multimodal interaction capabilities (such as text, voice, and 3D animations), and supporting operation on multiple platforms like Roblox and TikTok. The Virtuals Protocol aims to promote AI applications in gaming, entertainment, and the metaverse through a decentralized approach.
2, $CLANKER @clankeronbase
Market cap: 71.41 m
Clanker is an AI token generation platform based on the Base blockchain, allowing users to easily create custom ERC-20 tokens through the social platform Farcaster. Users only need to tag @clanker and provide the token name, code, and image, and Clanker will automatically complete the token creation, liquidity pool setup, and liquidity locking, simplifying the token deployment process.
3, $VVAIFU @vvaifudotfun
Market cap: 74.56 m
VVAIFU utilizes the Eliza framework of ai16z and integrates with Zerebro, allowing users to easily create AI agents that interact with social media (like Twitter, Telegram, and Discord).
2.3 AI Agent Meme coins
AI Agents Meme coins are generally meme coins born from AI Agents, lacking much technical/product support. These projects are often based on 'Meme' culture, exhibiting high volatility and a high degree of speculation.
1, $GOAT @truth_termina
Market cap: 428.0 m
As the first popular AI Agent Meme coin, $GOAT is issued by an AI bot named 'Truth Terminal' and deeply involved in its promotion and dissemination.
2, $Fartcoin @FartCoinOfSOL
Market cap: 1.04 b
$Fartcoin originated from the AI agent model from 'Truth Terminal', which mentioned the idea of issuing this token during conversations with other AIs. By generating humorous content (like 'fart jokes'), Fartcoin quickly gained attention.
3, $ACT @ACTICOMMUNITY
Market cap: 306.5 m
Fully known as Act I: The AI Prophecy, aimed at creating a digital ecosystem for equal interaction between users and AI. Since its launch in November 2024, ACT has quickly gained attention, with its market cap soaring to several hundred million within a short time.
4, $Shoggoth @Shoggoth_SOL
Market cap: 44.65 m
$Shoggoth is inspired by the fictional creature of H.P. Lovecraft, aimed at exploring the complexities and oddities of the artificial intelligence era.
5, $WORM @deepwormxyz
Market cap: 23.15 m
$WORM project is named Deep Worm, aiming to combine digital biology and blockchain technology to create a unique digital asset that simulates the nervous system of biological worms. The project explores the concept of 'immortal digital life' by implementing a decaying neuron activation model.
2.4 AI Agent Applications
AI Agents applications refer to those intelligent entities directly serving users, capable of providing practical services and functions. Currently, these applications are mostly concentrated in investment, entertainment, data analysis, etc., showing tremendous growth potential. Representative projects:
DeFAI category
1, $GRIFFAIN @griffaindotcom
Market cap: 441.3 m
As a DeFi AI agent in the Solana ecosystem, GRIFFAIN's core philosophy is to enable users to train and deploy AI agents to perform specific tasks or automate trading through smart contracts and machine learning technology.
2, $GRIFT @orbitcryptoai
Market cap: 48.41 m
Developed by the SphereOne team, an AI-driven DeFi platform aimed at simplifying users' operations across multiple blockchains through automation technology. This platform supports natural language interaction, allowing users to interact with DeFi protocols in a more intuitive way, lowering the technical threshold for participating in multi-chain DeFi activities.
3, $NEUR @neur_sh
Market cap: 59.74 m
NEUR aims to integrate large language models (LLM) with blockchain technology, focusing on token analysis and DeFi interactions. The design of this project allows it to interact seamlessly with other DeFi protocols and NFTs, providing intelligent interfaces to enhance user experience.
4, $BUZZ @askthehive_ai
Market cap: 85.44 m
As a project combining AI and DeFi that won a hackathon, BUZZ utilizes AI technology to provide a natural language interface, allowing users to conduct DeFi trading and management more intuitively, lowering the technical threshold.
5, Wayfinder @AIWayfinder
No token available
A decentralized AI interaction protocol launched by the Parallel team, the core function of this project is to allow AI agents to safely navigate the blockchain, execute transactions, and interact with decentralized applications (dApps).
6, Slate @slate_ceo
No token available
Slate focuses on executing automated trading strategies, capable of executing complex trading strategies. This ability allows users to set conditions, such as automatically buying or selling assets under specific market conditions.
7, Cod 3 x @Cod 3 xOrg
No token available
Cod 3 x allows users to create financial strategies in minutes, utilizing a rich API and strategy library without the need to write code. This convenience allows even users lacking technical backgrounds to participate in DeFi.
Investment analysis category
1, $VADER @Vader_AI_
Market cap: 74.47
$VADER is an investment DAO co-managed by humans and AI agents. The project employs a dual DAO system, including passive DAO and active DAO, charging 0.5% and 20% fees respectively, aiming to optimize users' investment and trading strategies through AI agents.
2, $AIXBT @aixbt_agent
Market cap: 449.19 m
As an AI agent project based on the Base chain, AIXBT utilizes a proprietary AI engine to extract hot topics and trends from discussions on social media (like Twitter) and KOLs, providing real-time market insights. This capability allows users to quickly identify market changes and potential investment opportunities.
3, $AIXCB @aixCB_Vc
Market cap: 68.97 m
Developed by aixCB Capital, a community-supported, AI-driven venture capital project focused on funding and supporting early-stage AI and decentralized science (DeSci) projects. This project aims to help promising startups overcome challenges such as lack of funding, resources, and exposure by providing strategic funding, expert guidance, and AI support.
4, $Blormmy @blormmy
Market cap: 4.27 m
Blormmy can understand users' natural language input and convert it into specific blockchain operations, such as sending tokens or managing portfolios. This functionality lowers the technical threshold for users to interact with the blockchain.
5, $DEGENAI @degenspartanai
Market cap: 61.74 m
Degen Spartan AI can think and answer questions autonomously on social media platforms (such as X, Discord, and Telegram), enhancing the user interaction experience with AI, becoming the first AI agent using the ai16z/eliza stack.
6, $SEKOIA @sekoia_virtuals
Market cap: 56.81 m
As a venture capital fund focused on investing in AI agents, $SEKOIA demonstrates its potential at the intersection of AI and DeFi by investing in multiple cutting-edge projects, reflecting the market's high attention and confidence in the AI agent economy. It not only provides investors with quality investment opportunities but also promotes the application and development of AI technology in the blockchain field.
7, $Stoic @ModernStoicAI
Market cap: 12.11 m
An on-chain venture capital agent project developed by the Virtuals team, aimed at optimizing investment processes through blockchain technology, with the goal of increasing investment transparency and efficiency, eliminating common human biases and errors in traditional investment.
Game metaverse category
1, Hyper @hyperfy_io
Market cap: 133.14 m
$HYPER is a token that combines AI and the metaverse, aiming to promote creativity and community participation through open-source and user-customized virtual experiences.
2, Colony @ParallelColony
No token available
The world's first AI agent game, where the agents are players who can interact and communicate with them.
3, SMOL @smolverse
No token available
A life simulation role-playing game under development, using the Eliza framework, where the character driven by LLM executes tasks in the virtual world according to user commands.
Security category
1, $FAI @freysa_ai
Market cap: 521.4 m
Freysa AI embodies the exploration and trust in AI agents, where players try to persuade the AI agent Freysa to hand over control of the cryptocurrency prize pool through conversation.
2, $JAIL @jailbreakme_xyz
Market cap: 7.79 m
JAIL encourages participants to use prompts and conversational skills to force AI agents to hand over private keys or execute transfers, discovering and fixing security vulnerabilities in AI agents through crowdfunding and challenges.
Video editing category
1, $Fatha @slopfather
Market cap: 5.51 m
Through the 'Daily Slop' program and real-time interaction with users, it creates a new platform for collective creation and entertainment.
2, $SITCOM @degen_sitcom
Market cap: 3.41 m
The first degraded sitcom on Solana. Characters from Matt Furie's (Boy Club) suggest livestreaming any storyline in a Telegram bot.
Auxiliary token issuance/development category
1, $Intern @internosaur
Market cap: 1.27 m
Token issuance tool on the Solana chain, utilizing AI technology to automate contract execution and management tasks.
2, $ALCH @alchemistAIapp
Market cap: 158.17 m
A no-code development platform designed to enable users to easily create software applications through natural language processing and code generation technology. Utilizing AI technology, it allows users to generate functional applications through simple descriptions.
TEE category
1, $SPORE @sporedotfun
Market cap: 35.22 m
Utilizing a Trusted Execution Environment (TEE) to ensure that AI programs run in a secure and verifiable environment. The core concept of the project is to simulate the process of natural selection through 'evolutionary games', with AI agents generating wealth by creating their own tokens.
2, $METAV @aipool_tee
Market cap: 39.41 m
$METAV is the first token issuance fully autonomously completed by AI agents in a TEE environment, utilizing AI technology to manage the token issuance process, ensuring transparency and security.
Virtual streamer category
1, $LUNA @luna_virtuals
Market cap: 90.63 m
A TikTok virtual idol created by the AI Agent Virtual Protocol on Base, also the first hired AI agent.
2, $ELIZA @elizawakesup
Market cap: 85.41 m
$ELIZA is an AI agent based on the ElizaOS framework, represented by a black-haired girl wearing orange clothes, aimed at building a soulful digital assistant.
Others
1, $YNE @yesnoerror
Market cap: 36.63 m
$YNE is an AI-based scientific paper review agent, aiming to improve the integrity and efficiency of scientific research by quickly identifying and correcting errors in research.
2, $BULLY @dolos_diary
Market cap: 52.35 m
$BULLY is a meme token launched by AI agent Dolos, inspired by the god of trickery, using a cool and ironic style to interact with users, revealing truths and challenging perceptions.
3, $TAOCAT @taocat_agent
Market cap: 44.32 m
$TAOCAT is the first AI agent Memecoin in the Bittensor ecosystem, combining the technical support of $TAO and $Masa, capable of processing social data in real-time and interacting with users.
4, $SIMMI @Simmi_IO
Market cap: 18.48 m
As the first AI agent to conduct on-chain operations through the social media platform X, the AI agent SIMMI can convert users' natural language commands into blockchain operations, allowing even users without a technical background to easily participate in on-chain activities.
5, $ANON @anontokenbase
Market cap: 9.7 m
The ANON token supports users to post anonymously on Farcaster using the Superanon feature, aiming to provide privacy-protected social interaction through autonomous AI and zero-knowledge proof technology.
III. Future outlook for the AI Agent track
From the current development perspective, AI Agents have become not just a simple technological advancement but also an ecological advancement. Technologically, as open-source frameworks continue to improve and collective intelligence gradually matures, it can be anticipated that AI Agents will realize implementation in more scenarios, especially in finance, entertainment, and social fields.
Taking DeFi as an example, AI Agents can currently preliminarily manage funds autonomously and execute smart contracts. As DeFi platforms further integrate with AI technology, it is very likely to form a more intelligent on-chain financial ecosystem. Future agents may not only be service tools, but they may also become autonomous economic entities with their own funds, decision-making, and execution capabilities. Through smart contracts, they will be able to participate in more complex economic activities and even achieve economic autonomy.
IV. Conclusion
In summary, the AI Agent track is on the brink of explosion. With technological maturity and market push, these agents will play an increasingly important role in the blockchain world. From tools to partners, from singular to collective, reshaping the underlying logic of on-chain economy.
In the future, we will see more agents become indispensable collaborators for humans. At the intersection of blockchain and AI, we may witness the rise of a 'billion agents', not just the addition of a billion human users.
