Original title: (AI Treasure Hunt in Base Ecosystem: What Hidden Treasure Projects Are There Beyond Virtuals?)
Original source: TechFlow
Preface
Everyone says AI Agents are good, and the Solana ecosystem is a treasure.
But beyond Solana, Base is also one of the origins of this wave of enthusiasm; do not forget that the market cap of Virtuals is even higher than that of ai16z.
Additionally, one reason people like the Base ecosystem is that its PVP level is not as competitive as Solana, where many good treasures can be found; however, due to scattered information, some relative obscurity, and information silos, it is not that easy to seize opportunities on Base.
In addition to the tokens generated around Virtuals and Clanker in previous months, as well as the well-known AIXBT, what other projects on Base might you have missed that are hidden treasures?
The editorial team has decided to launch a major treasure hunt, attempting to find more AI Agent-related projects on Base to restore the overall picture of opportunities within the ecosystem.
Based on different development directions and themes, we summarize some recently outstanding projects as follows for everyone’s reference.
Rising stars in Virtuals
In addition to AIXBT and the GAME framework, there are also many potential projects in the Virtuals ecosystem with a market cap below 100M, which have performed well in recent months; some worth paying attention to are as follows.
TAO CAT: AI Agent created by Bittensor + Masa
$TAOCAT
CA: 0x7a5f5ccd46ebd7ac30615836d988ca3bd57412b3
Market Cap: 44M
Well-known AI projects Masa and Bittensor are backing it, with excellent background and resources.
As the native AI agent in the Bittensor ecosystem, TAOCAT is built directly on top of Bittensor's subnet:
· SN42: For real-time data for superintelligence.
· SN19: LLM/inference, advanced language capabilities.
Functionally, TAOCAT can process and analyze real-time social data, combine AI technology for data interpretation and decision-making, providing market insights and analysis.
Recent trends worth noting: Binance Alpha has launched; TAOCAT has also received investment from DWF Labs, becoming a recipient of its $20 million AI agent fund.
Polytrader: AI-driven Polymarket prediction assistant
$POLY
X: @polytraderAI
CA: 0x2676E4e0E2eB58D9Bdb5078358ff8A3a964CEdf5
Market Cap: 17M
Polytrader helps make more informed, data-driven decisions on Polytrader by analyzing market sentiment and providing actionable insights.
You can have Polytrader analyze trending topics on social platforms and then place bets on the direction of a specific event, effectively acting as a market advisor, which is a vertical direction, tailored to the distinctive features of the previously popular Polymarket platform in the last election.
Specifically, to use the project’s full features, a certain amount of POLY tokens must be held, which also provides a certain utility for the token.
During certain major events, POLY may benefit not only from AI narratives but also from the events themselves.
Acolyte: The oracle for AI Agents
X: @AcolytAI
CA: 0x79dacb99A8698052a9898E81Fdf883c29efb93cb
Market Cap: 37M
Acolyt provides reliable research and engineering data through infrastructure, offering high-quality analysis and actionable insights for individuals and companies.
Currently, Acolyt will undergo training to map and understand the metrics that affect the AI agent ecosystem, providing comprehensive insights into each agent and its role within it.
In the future, Acolyt will become a leading oracle, providing high-quality data for AI agents, traders, venture capitalists, index funds, AI accelerators, and educational companies. It will be able to analyze and generate probabilistic outcomes for any projects, even before they launch.
Freya: The combination of AI Agent and gaming
$Freya
X: @Freya_Starfall
CA: 0xF04D220b8136E2d3d4BE08081Dbb565c3c302FfD
Market Cap: 14M
Integrating AI agents into games to make characters smarter and create more imaginative space has always been a popular topic.
Among them, Freya is one of the representatives. This token is backed by the well-known Japanese game Starfall Chronicles (the game uses technology support provided by Immutable), allowing the use of AI capabilities to enrich character interactions in the game.
Thus, Freya is both a token and an AI character in the game, positioned at the intersection of AI Agents and GameFi.
Recent progress: Binance Alpha launched this token; on January 6, the developer behind the game also participated in the AI16Z Japan meet-up, discussing the freedom achieved by Freya through elizaTEE and the future roadmap.
DeFAI
The so-called DeFAI refers to utilizing AI capabilities within DeFi to optimize various stages of DeFi trading, which has become one of the key focus areas discussed on social media recently.
For more insights on this track, see previous articles: (The trend of 'AI+DeFi' is emerging, and these projects in the DeFAI sector deserve your attention)
Kudai: A DeFAI agent built by the GMX community
$kudai
X: @Kudai_IO
CA: 0x288F4Eb27400fA220d14b864259Ad1B7f77C1594
Market Cap: 19M
Kudai is an AI agent born from the GMX Blueberry Club community and built using the well-known framework @EmpyrealSDK, providing an experience that integrates community-driven spirit, DeFi, AI, and innovative features.
It is important to note that Kudai has only released its own token, and more capabilities have yet to be established; however, in the recently released white paper, it mentioned that Kudai will later purchase and stake GMX to provide more revenue sources and invest in GM pools of GMX to further enhance yields.
The ideal goal planned by the project is for Kudai to automatically run different strategies (leveraged trading, arbitrage, Farm negative interest rates, etc.) on GMX V2, sharing positions, profits, and losses in real-time.
It somewhat resembles the AI spokesperson of GMX, but more functionalities have yet to be implemented.
AI Agent Framework
REI: A new framework for efficient collaboration between blockchain and AI
X: @ReiNetwork0x
CA: 0x6B2504A03ca4D43d0D73776F6aD46dAb2F2a4cFD
Market Cap: 104M
Rei Network is a core framework layer dedicated to maximizing the integration capacity of AI and blockchain.
It achieves a key goal through a three-tier architecture: allowing AI to be free from the technical constraints of blockchain while verifying and storing data on-chain at a low cost. The uniqueness of Rei lies in its ability to convert the probabilistic outputs of AI into deterministic, verifiable data structures.
Rei is the first project to adopt this approach, quickly establishing its leading position due to its first-mover advantage.
The technical details of framework projects are not repeated here; the market generally believes that one benefit of REI is:
Letting blockchain and AI have a designed separation rather than forcibly integrating them together; it is a logic of collaboration rather than fusion logic.
Currently, some AI Agents based on the Rei framework are gradually emerging; due to space limitations, they are not listed here. For a detailed analysis, see: (In-depth Analysis of Rei Network and $REI: Another AI Project Not to Be Overlooked in the Base Ecosystem)
Investment/incubation DAO
daos.world: A new attempt at decentralized investment funds
After the decentralized fund management platform Daos.fun initiated by ai16z became popular, the concept of 'investment DAO' has begun to be accepted --- decentralized hedge funds managed by real people or AI agents, which raise funds, generate returns, and return profits to DAO token holders.
And on Base, a similar investment DAO is Daos.world.
Users can raise funds through this platform to easily launch and manage their own DAO hedge funds and conduct transactions via trustless smart contracts. Within each DAO, the DAO manager raises ETH to launch the fund. Managers can freely trade and invest ETH according to their wishes.
At the same time, each DAO will issue its own token, and holding the DAO token corresponds to a 'fund share', which will later share the profits from fund investments based on the share.
Regarding the trading targets, the product's homepage has clearly stated that these hedge funds are also related to Meme coins and AI.
Additionally, the early product of daos.world is based on the Base chain, with plans to gradually expand to ETH, Hyperliquid, etc., according to user needs.
Currently, there are 4 funds live on daos.world, summarized as follows.
Note: The DAO tokens in the current ecosystem of daos.world have experienced a collective decline; please be aware of risks and DYOR.
1.DR3AM DAO: AI-assisted investment fund, targeting AI sector opportunities
$FDREAM
X: @DR3AM_AI
CA: 0x0521AaA7C96E25afeE79FDd4f1Bb48F008aE4eac
Market Cap: 7M
DR3AM DAO is an AI-assisted investment fund targeting large, medium, and small AI opportunities. It is powered by DREAM's proprietary datasets and algorithms, combining human expertise with AI analysis to identify transformative projects across the crypto AI landscape.
However, from the current holdings of DR3AM, it appears to be more about buying tokens from other investment DAOs, such as WAI and TRUST (which will be introduced later).
2.Alchemist Accelerate: Holdings only in BTC and ETH?
$ALCH (not the one on Solana, please identify correctly)
X: @ALCHDAO
CA: 0x2b0772BEa2757624287ffc7feB92D03aeAE6F12D
Market Cap: 1.2M
This DAO claims to invest in transformative projects, create educational resources in multiple languages, and provide guidance and connections to enhance the capabilities of the global community.
However, apart from holding the tokens of its brother DAO FDREAM next door, ALCHDAO actually holds the most Bitcoin and Ethereum, indicating a very conservative investment style...
3.AicroStrategy: On-chain version of MicroStrategy, mainly buying cbBTC
$AiSTR
X: @AicroStrategy
CA: 0x20ef84969f6d81Ff74AE4591c331858b20AD82CD
Market Cap: 4.2M
AicroStrategy is an AI hedge fund that will use its cbBTC holdings to maximize its Bitcoin exposure. The funds raised will be used to purchase cbBTC, which will be deployed into carefully selected DeFi protocols to maximize security and leverage.
The project’s original plan was to deposit into Aave, borrow USDC, buy more cbBTC, and then repeat the process. The AI algorithm would determine the optimal leverage for executing these plans.
The DAO's holdings also indeed reflect that it only buys cbBTC, but it purchases more of the token from its brother DAO $FDREAM.
4.Alameda Research V2: The one that plays the FTX bankruptcy meme, and the AI token bought the most diversified.
$AR
X: @AlamedaV2DAO
CA: 0x3e43cB385A6925986e7ea0f0dcdAEc06673d4e10
Market Cap: 1.5M
The name and LOGO clearly show a strong sense of irony and humor, evidently paying homage to the FTX bankruptcy incident and SBF's girlfriend-related Alameda Research.
The introduction of the DAO is also quite interesting: 'V2 is a leading trading company operated from SBF's cell... We trade thousands of digital asset products using internally developed technology and a deep expertise in crypto.'
From the fund's holdings, it indeed appears to be the most diversified among several DAOs, basically including popular AI-related tokens on Base.
wai combinator: On-chain version of Y Combinator pun, the AI project incubator on Base.
$WAI
X: @wai_combinator
CA: 0x6112b8714221bBd96AE0A0032A683E38B475d06C
Market Cap: 17M
WAI Combinator is also a project built on the Virtuals protocol but leans more toward investment incubation types.
Its core positioning is as an experimental 'Agent + Human' investment DAO organization, aiming to create value for Token holders through combining AI agents with human expertise for investment decision-making.
From the name, WAI is clearly paying homage to the renowned tech incubator Y Combinator, and its business is similar, but the projects incubated are all on-chain within the Base ecosystem, especially in the early Bonding Curve stage within Virtuals.
Its asset management scale has grown from $50,000 to over $700,000 in less than two weeks, with the portfolio value starting to rise significantly (currently $500,000). At the same time, the project continues to deploy new investments through the 'Velocity' plan, so projects favored can be continuously monitored.
WAI has also announced its asset management address (click here), and interested players can track it.
Likewise, holding WAI tokens can also share the returns from the investment fund of this organization, just like other investment DAOs. However, WAI Combinator has more business to do compared to the aforementioned investment DAOs, such as:
Provide AI technical support and integration to help projects optimize decision-making processes; assist projects in connecting to the Virtuals ecosystem, promoting collaboration and resource sharing between projects.
So it is more like a strategic investment + listing project incubation role, rather than purely making investments.
Note: Similar investment DAO projects similar to WAI are Vader AI, often compared by KOLs.
$VADER
CA: 0x731814e491571A2e9eE3c5b1F7f3b962eE8f4870
trustmebrosfun: Incubated by WAI Combinator, soon to launch new token $DATDAO
$TRUST
X: @trustmebrosfun
CA: 0xC841b4eaD3F70bE99472FFdB88E5c3C7aF6A481a
Market Cap: 12M
The aforementioned WAI Combinator has successfully incubated a project called trustmebrosfun, which is an AI project running on the Base chain. The name comes from a common meme in the cryptocurrency community - 'Trust me bro', ironically emphasizing trust issues in the crypto market.
The existing token of the project is $TRUST, which is both a Meme and corresponds to the social media AI Agent of trust.
However, the focus is that its founder @Degen__Ape__ recently released the DATDAO white paper based on trustmebrosfun, which is defined as an innovative decentralized autonomous organization dedicated to investing in other tokens and PVP airdrop mining on Hyperliquid.
DATDAO is about to launch its own token $DATDAO, and to get on the whitelist for this token, at least 100K TRUST tokens must be held in the public sale round, corresponding to an allocation of $DATDAO worth 1 ETH, with a personal limit of 5 ETH.
More rules can be referenced from the founder's original post.
How is DATDAO's investment level, whether there are returns, and whether the market needs so many investment DAOs, these questions can be set aside for now. From the design of this token, if one wants to participate in DATDAO, they must hold TRUST, which may create a certain demand for TRUST in the short term.
sekoia_virtuals: On-chain version of Sequoia Capital
$ SEKOIA
X: @sekoia_virtuals
CA: 0x1185cB5122Edad199BdBC0cbd7a0457E448f23c7
Market Cap: 60M
This project is also on Virtuals, but I have categorized it under investment DAOs or on-chain funds.
SEKOIA aims to create the best-performing on-chain venture capital agents. The project’s X adopts a semi-automatic, semi-manual AI posting method, claiming to hope to surpass traditional companies and achieve better results.
From the name, it is clearly a tribute to Sequoia, i.e., Sequoia Capital.
The project token has remained relatively stable in price amidst the recent downturn in the crypto market, compared to the other investment DAOs mentioned above; the reason may stem from this fund's investment in another AI Agent token called $VOLTX, which has performed well and is positively viewed by the market.
According to the information displayed on the official website, Sequoia's on-chain investment level is quite good, with realized profits being 15 times its total investment.
AI Agent Launchpad
CreatorBid - A new launchpad integrating Bittensor and Autonolas capabilities
Some capital that benefits from the rise of Virtuals will inevitably have spillover effects, seeking smaller ecosystems with more characteristics within Base.
Among them, CreatorBid is an essential component. Its greatest feature is its integration with Bittensor's subnet and Olas, bringing significant utility to its ecosystem, especially through Olas's upcoming Mech Marketplace.
In simple terms, Olas's Mech Marketplace is like an 'agent bazaar' where agents can autonomously acquire new skills, tools, and workflows—expanding their capabilities in real-time. This technology enables CreatorBid to meet the growing demand for agents focused on predictive workflows, trading, payment automation, and more.
Therefore, you can understand Creatorbid as a creative platform that combines blockchain and AI technology, providing support for content creators in building and deploying AI models, along with providing non-custodial platform services.
Technically, it collaborates with io.net and Aethir's GPU networks for AI model scaling; at the same time, it leverages Bittensor's subnet capabilities and Olas's Agent marketplace capabilities to jointly create its own platform.
As the platform's token $BID has not yet undergone TGE, but over 70 Agents have already been built, we can focus on the following 3 projects within the ecosystem and related token summaries:
1.draiftking: Using machine learning to analyze football matches, guiding sports betting.
$DKING
X: @draiftking
Market Cap: 32M
CA: 0x57eDc3F1fd42c0D48230e964b1C5184B9c89B2ed
This project is developed by @webuildscore, utilizing machine learning to analyze large amounts of data, such as player positions, match situations, performance states, etc., to quickly identify inefficiencies in the sports betting market and place profitable orders.
Behind the project, the CEO is a member of @crunchDAO, a top machine learning community, and the team members have extensive experience in sports analysis and the gambling market.
Here, I want to highlight CrunchDAO, which is a mature elite machine learning community overseas (over 7,000 data scientists - more than 700 PhDs), developing insights for generating Alpha through its collective intelligence network.
At the same time, this AI agent relies on the TAO network and can significantly reduce computing costs based on the ScoreVision subnet (SN44), meaning ScoreVision and draftKings have a certain technological moat in competition.
For more detailed content, please check the detailed analysis post by well-known Alpha blogger @SmallCapScience.
2.Eolas: A tool that provides enhanced capabilities for AI agents on the CreatorBid platform.
$EOLAS
X: @Eolas_AI
Market Cap: 7.6M
CA: 0xF878e27aFB649744EEC3c5c0d03bc9335703CFE3
Eolas is a tool system focused on providing enhanced capabilities for AI agents on the CreatorBid platform and is the first Agent to utilize Autonolas capabilities on that platform.
In simple terms, Eolas's main advantage is that it makes advanced features that only a few elite AI agents (like @aixbt_agent) could use available to everyone, thereby enhancing the capability level of the entire CreatorBid ecosystem.
Its primary function is to provide advanced tools and features for AI agents on CreatorBid. Eolas utilizes Autonolas's Olas Mechs technology to develop and distribute these tools.
Among them, Olas Mech is a core technology within the Autonolas network, essentially a blockchain-based AI service marketplace. This technology allows AI agents (known as Mechs) to provide AI services to other agents or applications via the blockchain.
Returning to Eolas, the core idea of this system is to create and share AI tools in a decentralized manner. Eolas claims that this method can improve the capability level of the entire CreatorBid ecosystem. It also includes an economic model to sustain the operation and development of the system through tool usage fees and development rewards.
3.AION 5100: Prediction Agent based on Bittensor subnet
$AION
X: @aion5100
Market Cap: 40M
CA: 0xfc48314ad4ad5bd36a84e8307b86a68a01d95d9c
AION 5100 is an AI Agent project developed by CreatorBid running on the Bittensor network, whose core function is to provide self-improving predictive services on Bittensor's prediction subnet (Subnet 6).
This project uses the TAO token as underlying support. Although this AI Agent always attracts attention through a mystique marketing approach like 'AI from the future,' its essence is an application project focused on AI forecasting capabilities, which can be used more for predicting financial and market trends.
It is worth mentioning that the project’s official website is quite interesting, featuring a sophisticated computer that displays different functionalities as various buttons are clicked. However, the website currently lacks substantial content and functionality, leaning more towards marketing and expression of intent.
As for what AION5000 can specifically predict, there is no particularly obvious content; the Agent account on X is currently playing with abstractions and not pointing to specific predictions, and its subsequent performance still needs to be observed.
Airdrop and Beta opportunities: native tokens $BID, $TAO, and $OLAS
Apart from holding various Agent tokens, the platform's native token $BID has not yet undergone TGE. Therefore, a potential opportunity is to lock in the Agent tokens purchased on Creator.Bid to earn points distributed daily by the platform; these points can later be exchanged for $BID at a certain ratio.
Beta-related opportunities:
TAO: Some projects benefit from Bittensor's subnet, which is somewhat favorable.
OLAS: Due to Creatorbid's integration of Autonolas's Mech capabilities, OLAS itself may also benefit after this platform becomes popular.
Loomlay - Building AI Agents in a No-Code Environment
$LAY
X: @loomlayai
CA: 0xb89d354ad1b0d95a48b3de4607f75a8cd710c1ba
Market Cap: 130M
Loomlay is also an innovative platform that integrates AI agent collaboration with Web3 technology.
The platform aims to simplify the creation and deployment process of AI agents, allowing more users to participate in AI application development through a no-code environment.
Loomlay agents consist of three core components—models, plugins, and workflows, which together create a fully functional AI system.
In terms of the agent building system, Loomlay adopts an intuitive visual interface, allowing users to define the capabilities and goals of AI agents through simple configurations. The system integrates ERC4337 wallet functionality, providing infrastructure support for autonomous operations of agents.
The platform's plugin ecosystem greatly expands the application scope of agents. By integrating different types of plugins, AI agents can perform diversified tasks ranging from market analysis to content creation. This modular design allows agents to flexibly adjust their functional combinations according to actual needs.
On the collaboration level, Loomlay has built a complete AI agent collaboration network. The platform supports combining agents with different expertise, such as pairing market analysis agents with trading agents or connecting research agents with content creation agents to achieve collaborative processing of complex tasks.
The platform's native token $LAY adopts a carefully designed deflationary mechanism.
In token trading on Uniswap V3, 1% of the daily sell order amount is used for token burning. Additionally, 20% of the $LAY payment amount in market transactions will be permanently removed from circulation.
It is worth mentioning that Loomlay is relatively new. The platform launched on December 31, and within a week, more than 500 agents have been created, over 70 of which already have tokens.
However, it is precisely because they are still in the early stages that the Agent tokens have not significantly emerged; we will continue to monitor further.
More directions, checking for omissions
The editorial team's energy is also quite limited, and the above cannot cover all AI Agent projects in the entire Base ecosystem.
For more information, you can use a chart from well-known blogger @sandraaleow to group and integrate different directions, understanding what directions the AI projects in the current Base ecosystem are still developing.
At the same time, there are some projects that have not issued tokens or have migrated old businesses to Base, which can also be referenced in the table below:
Image: The original post is from @davidtsocy, organized by TechFlow.
It is important to remind that the risks in the AI Agent craze cannot be ignored, and it is worth questioning whether there is indeed AI backing many of the projects. All projects listed in this article do not constitute any investment advice; please DYOR for more information.
The above text is just a starting point, and I hope everyone can find more Alphas that belong to them.
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