Who will be the next AI Agent token to launch on Binance?
Written by: Grapefruit, ChainCatcher
Editor: Nianqing, ChainCatcher
Since mid-October, when the first AI Agent token GOAT (Truth Terminal) emerged, AI Agent meme coins quickly became the new focus of the market.
With Binance's strong push, the two AI Agent meme track tokens GOAT and ACT were launched one after another, achieving an astonishing leap in value in a short period of time, and the market heat reached unprecedented heights. Specifically, on November 10, the ACT token soared more than 2000% within 24 hours after its listing on Binance, breaking the record for the first day increase of new coins listed on Binance; on November 17, the GOAT token once soared to $1.37, with its market cap nearing the $1.4 billion mark; additionally, on November 20, the ANON token in the Farcaster ecosystem surged five times in just one hour due to Vitalik's favor.
With the continuous rise of AI Agent meme crazes like ACT and GOAT, investors are actively seeking new participation opportunities, and applications related to AI Agents are emerging like mushrooms after rain. According to statistics, hundreds of new AI Agent tokens are launched every day.
As of November 25, according to data from Coingecko, the total market capitalization of AI Agent track tokens has reached $5.9 billion, accounting for about 15% of the total market capitalization of AI track projects ($40 billion), with a 24-hour trading volume close to $1.4 billion.
AI Agents, as artificial intelligence entities in the field of AI, aim to empower AI robots to act intelligently, similar to the human brain, allowing them to act independently to achieve a series of complex goals, perceive their surrounding environment, understand autonomously, make decisions, and execute corresponding actions. For example, users can utilize AI Agents to plan a multi-city trip, automatically arranging flights, booking accommodations, and planning activities based on their preferences and budget.
By the end of this year, AI Agents will become a key area for major AI giants to compete. Google plans to launch an AI Agent named 'Jarvis' in December, supporting daily tasks such as flight bookings and research topics; while OpenAI plans to launch a new AI Agent product 'Operator' in January 2025, capable of automatically performing complex operations such as writing code, booking travel, and shopping online.
Today, the deep integration of AI Agents with meme coins in the cryptocurrency field is bringing new gameplay to this area. In the crypto world, AI Agents can not only operate their own blockchain wallets but also understand economic incentives and use tokens to automatically coordinate resources to achieve their target behaviors.
Currently, AI Agents in the cryptocurrency field have developed into an independent track, covering various aspects such as individual AI Agent meme coins, AI Agent issuance platforms (IAO), and underlying AI Agent infrastructure. With the rise of the AI Agent meme craze, investors are facing unprecedented participation opportunities. So, what participation opportunities are present in this feast of AI Agents?
AI Agent meme coins represent 1. AI Agent leader GOAT (Terminal of Truths)
GOAT is a meme coin supported by an AI Agent called 'Terminal of Truths'.
The 'Terminal of Truths' AI Agent is an AI chatbot developed by AI researcher Andy Ayrey (shortened as Andy), which uses AI technology to automatically interact with its fans on social media. Although it is not a crypto project itself, it has played a crucial role in promoting the GOAT token.
In June this year, Andy created a Twitter account named 'Terminal of Truth', granting its AI robot the freedom to express opinions. Every day, this account publishes over 20 pieces of content, promoting a new belief birthed by AI—the 'Goatse Gospel'.
On October 10, a meme coin called Goatseus (GOAT) emerged on the Pump.fun platform on the Solana blockchain, claiming to be created with the support of 'Truth Terminal'.
Immediately afterward, on October 11, the 'Terminal of Truth' Twitter account began to continuously post several tweets optimistic about and supporting the GOAT token, even reminding users to be wary of scams claiming to be GOAT coins.
Once the GOAT token was launched, it skyrocketed at an astonishing speed, with an increase of over 10,000% within 24 hours, and its market cap breaking through $6.7 million, quickly attracting widespread attention from the crypto community. Community users also found that 'Terminal of Truths' had interacted with a16z founder Marc Andreessen on Twitter in July, receiving his $50,000 unconditional research grant.
Under the halo of a16z, many community users speculate that 'Terminal of Truths' may be an AI Agent project laid out by a16z, while GOAT is its foray into the crypto field. This speculation reignited the enthusiasm for funding, and within just three days of its launch, the GOAT market cap broke through $100 million. Within four days, the value of this meme coin soared to $300 million.
However, on October 14, the creator of 'Truth Terminal' clarified that they did not launch the meme coin GOAT but only participated in its promotion. The next day, Marc Andreessen also tweeted that he had provided a $50,000 unconditional personal research grant to 'Terminal of Truths' and its creators this summer to support independent AI research. But he emphasized that he had no relationship with the meme token GOAT, no economic interest, and did not hold any of its tokens.
Despite this, the popularity of GOAT has not diminished but rather intensified. News of buying GOAT and becoming rich continuously emerged, with its market cap rapidly breaking through the $500 million mark. Various chains began to see the emergence of GOAT clones, sparking a wave of hype around AI Agent token issuance.
On October 24, Binance Futures officially launched the GOAT contract, reigniting the enthusiasm of cryptocurrency community users. The market cap once again soared to $1 billion, achieving an astonishing thousandfold increase.
Although some questioned whether 'Terminal of Truth' is a semi-autonomous AI Agent running on Andy's server, with the wallet essentially owned by Andy, it is not sufficiently autonomous. But new iterations are quickly coming.
On November 17, the GOAT token peaked at $1.37, with a market cap nearing $1.4 billion, and although it has since retreated, it was quoted at $0.95 on November 25, with a market cap of $95 million.
The rise of GOAT fully demonstrates the new trend of integration between AI Agents, meme culture, and crypto. The bundling of AI Agents and memecoins has enabled AI memes to achieve billions in market capitalization within just a month, surprising everyone.
In no time, AI Agents controlling social media accounts (like Twitter) and corresponding memecoins emerged in droves. The AI Agent model issuing tokens has become a new model for the integration of crypto and AI Agents. A partner from Placeholder even stated that the emergence of GOAT signifies that humans and machines are beginning to recognize the extent to which machines use blockchain.
2. AI interactive collaboration platform ACT (AI Prophecy)
The AI Prophecy (token ACT) is abbreviated as 'Act I', initially co-created by AmplifiedAmp (abbreviated as Amp), a community-driven decentralized AI Agent interactive collaboration platform, belonging to a decentralized AI research community organization, in which Truth Terminal founder Andy Adyrey was also an early member.
Unlike common ChatGPT AI chatbots, Act I allows users to interact simultaneously with various types of AIs, covering text, image, video, and other models. It is more like an underlying architecture built for training interaction and collaboration among AI Agents.
In September this year, Act I initiated a fundraising request of $323,000 on ManiFund, ultimately receiving about $67,800 in funding, of which a16z founder Marc Andreessen generously donated $32,000. Therefore, Act I, like Truth Terminal, is seen as one of the AI projects incubated by a16z.
As the community seeks the next AI Agent capable of achieving a hundredfold increase like GOAT, the ACT token was officially launched on October 19, with a maximum issuance of 1 billion. On its first day of listing, the ACT token's price soared from $0.0002 to $0.04, and its market cap quickly climbed to $40 million.
Although the narrative of ACT is appealing, the divide between creator APM and the community is intensifying. AMP, as one of the developers of the ACT project, once held 6% of the total token supply. However, after the ACT price surged, AMP repeatedly deceived the community under various pretexts, secretly selling tokens leading to a market crash, seriously affecting the price of ACT, which even approached zero at one point. This behavior severely damaged the community's trust in AMP, and ultimately AMP chose to withdraw from the ACT token project, allowing community users to build it independently.
Due to the differences between AMP and the community, the ACT token's price fluctuated around $0.02, with its market cap maintaining around $20 million.
However, on November 11, Binance announced the listing of the ACT token and added a seed label for it, leading to a sharp rise in the ACT token from $0.02 to $0.23 in just one hour, an increase of over tenfold, with its market cap quickly growing from $20 million to $300 million. The rapid rise in a short time excited the crypto community, and the media began to report on this legendary AI token.
After its launch on Binance, the ACT token's upward momentum remained strong, peaking above $0.90 on November 14, with a market cap nearing $1 billion, becoming one of the meme tokens with the largest increase listed on Binance recently. Currently, the ACT token price has retreated to around $0.47, with a market cap of about $45 million.
3. AI-driven venture capital firm ai16z and its ecosystem tokens: ai16z, Degenai, Eliza
ai16z is an AI-driven venture capital fund created by @Shaw, which, as an AI investment DAO, utilizes AI agents to collect market information on-chain and off-chain, analyze community consensus, and make investment decisions based on the suggestions of DAO members.
Among them, the AI Agent venture capital robot @pmarca launched by ai16z, modeled after a16z partner Marc Andreessen, simulates his investment decision-making process through AI models, and is therefore regarded as Marc's AI virtual avatar in the crypto community. This initiative has received public support and endorsement from Marc Andreessen himself.
On October 26, ai16z launched the token ai16z, with a total issuance of approximately 1 billion. The day after the token went live, on October 27, Marc Andreessen shared the cultural T-shirt graphic of ai16z and the official project Twitter link on his Twitter, revealing that he also owned a similar T-shirt. This move added strong endorsement to the ai16z project, quickly elevating its visibility and public attention.
With the strong support of a16z's founder, coupled with the subtle connection to the name a16z, the ai16z token broke through a market cap of $90 million within just a day after its launch, aiming for the $100 million mark, rewriting the wealth legend of the crypto community once again.
Since the ACT token was launched on Binance on November 11, ai16z token has once again welcomed explosive growth, soaring from $0.02 on November 11 to a peak of $0.50 on November 19, with its market cap climbing to $500 million, accumulating an increase of nearly 25 times, becoming a legendary project in the cryptocurrency market once again. However, as of November 25, the ai16z token price has retreated to $0.26, with a market cap of about $280 million, but it is worth noting that it has not yet been listed on Binance.
The ai16z token is only part of the ai16z ecosystem, which is continuously laying out and incubating other AI projects.
Among them, Degen Spartan AI (degenai) is an autonomous trading AI agent chatbot developed by ai16z, playing the role of an AI trader within ai16z. Users usually converse with Degen Spartan AI before discussing investment decisions with ai16z, indirectly influencing ai16z's final decision. A portion of the investment returns from ai16z will also be used to repurchase degenai tokens. On October 21, degenai tokens were issued, currently quoted at about $0.02, with a market cap of about $20 million.
On November 19, the founder of ai16z announced the launch of the uppercase token ELIZA, sparking a naming dispute between the 'eliza' and 'ELIZA' tokens.
Eliza is the AI Agent development framework infrastructure built by ai16z, supporting developers to quickly customize their own AI Agents. It also has specific virtual avatar support, represented by a black-haired, orange-clad girl themed around ai16z. Currently, there are over a hundred AI Agents based on the Eliza framework, such as the AI project BasedBeffAI (BeffAI), which is one of them, and new projects join every day.
However, on November 19, a third party created a lowercase token named 'eliza' on the AI Agent issuance platform Vvaifudotfun, allocating tokens to the ai16z organizational wallet address. This made 'eliza' temporarily the largest holding of ai16z, and community users once believed 'eliza' received support from ai16z, representing the Eliza development stack's representative token. With various expectations, its price surged, reaching a market cap of up to $50 million.
But good times do not last long; on the afternoon of the same day, ai16z founder Shaw announced the issuance of the new uppercase ELIZA token. The originally lowercase eliza token seemed to have become a pawn, with its price rapidly plunging by 90%, while the newly issued ELIZA soared, with its market cap surging to $80 million within half an hour.
Despite Shaw stating that 10% of the uppercase ELIZA supply would be airdropped to eliza holders, users holding eliza have expressed dissatisfaction. The community questioned Shaw's previous statement of not issuing tokens, yet immediately after the launch of eliza, he issued uppercase ELIZA tokens, severely harming the interests of eliza holders.
Moreover, the ELIZA token experienced very rapid early growth after its launch, with its market cap reaching $90 million within 30 minutes, soaring before Shaw publicly spoke, essentially providing no opportunity for community users to join. What further upset community users was that another ai16z partner @Logan was selling eliza all day and buying ELIZA. This series of operations has exacerbated the contradictions within the community, with users accusing Shaw of colluding with a conspiracy group to manipulate the market.
Subsequently, Shaw clarified on Twitter that he had collaborated with a third-party team to prepare the token two weeks ago; the original plan was to release it this Friday, but unexpectedly, an unrecognized team rushed to issue the eliza token, prompting a change in the date.
However, users were not satisfied with Shaw's response, and his personal reputation suffered a severe setback, triggering a control battle over the case of uppercase and lowercase. Currently, the lowercase eliza has dropped to $0.018, with a market cap remaining around $17.5 million; the uppercase ELIZA is now quoted at $0.039, with a market cap hovering around $39 million. Due to this incident, the ai16z token plunged over 50% that day.
Currently, there are three product lines related to AI Agents within the ai16z ecosystem: AI investment fund Marc Andreessen @pmarca, AI trader Degen Spartan AI, and the AI Agent development framework and virtual avatar Eliza, with each product issuing its own tokens.
As of November 22, the virtual AI investment fund managed by Marc Andreessen @pmarca has a fund size of $275 million.
AI Agent creation and token issuance platform (IAO) 1. The AI Agent issuance platform vvaifu.fun (Dasha) on the Solana chain
vvaifu.fun is a platform focused on creating and issuing AI Agents on the Solana chain, similar in role to Pump.fun in the meme coin issuance field. The platform empowers every user to easily create their own AI Agents and their corresponding tokens and seamlessly integrate these AI Agent assistants into popular social media platforms like Twitter, Telegram, and Discord for automated user interaction.
Dasha is an AI Agent robot created by vvaifu.fun, which not only has an independent Twitter account, Telegram channel, and Discord community, but also operates entirely autonomously through AI.
On October 18, vvaifu.fun launched the token VVAIFU for its AI Agent Dasha, with an issuance volume of 1 billion.
Although the VVAIFU token's market cap initially only maintained at a few million dollars, the turning point came on November 17, when a user claiming to be supported by ai16z successfully created and issued a new AI Agent project named 'eliza' (lowercase) on the platform, and the VVAIFU token immediately began its skyrocketing journey, rising from $0.006 to a peak of $0.20 on November 19, with its market cap also jumping to over $200 million. As of now, the VVAIFU token is quoted at $0.041, with a market cap of about $41.37 million.
It is worth noting that currently, users must meet the following conditions to create an AI Agent wallet on vvaifu.fun: hold at least 0.1 SOL, 2500 VVAIFU tokens, and additional SOL for on-chain transaction payments.
According to data released by the official Twitter account of vvaifu.fun on November 19, over 400 AI Agents have been successfully issued on the platform, and the cumulative transaction volume of AI Agent tokens processed has exceeded $200 million.
According to data released by the official Twitter account of vvaifu.fun on November 19, over 400 AI Agents have been issued on the platform, and the transaction volume of AI Agent tokens processed has exceeded $200 million.
2. IAO issuance platform Virtuals Protocol in the Base ecosystem
Virtuals Protocol was formerly the gaming guild Path DAO, which fully entered the AI field after a strategic transformation and rebranding to Virtuals Protocol at the end of last year. It is now an AI Agent creation platform on the Base chain, providing a complete AI Agent creation framework and solution, hailed as a 'decentralized AI Agent production factory', allowing every user to easily build and deploy their AI Agents.
VIRTUAL, as the native token of the Virtuals Protocol, is the core that drives the entire ecosystem. When users create AI Agents, a certain amount of VIRTUAL must be consumed. The total supply of this token is set at 1 billion, and its current market quote is approximately $0.55, with a market cap stable around $500 million.
In mid-October this year, Virtual Protocol launched the AI Agent creation and token issuance platform fun.virtuals, which borrowed from the design of pump.fun, supporting any user to deploy AI Agents with one click and achieve 100% fair issuance of AI Agent tokens.
Meanwhile, the Virtuals Protocol has introduced a virtual person Luna, who has 540,000 TikTok followers, as the flagship AI Agent representative, and has issued the LUNA token. Luna presents as an anime character, capable of automatically conversing with users, interacting live, and posting tweets, and even sending LUNA tokens as rewards to users participating in interactions.
According to Dune data from November 25, there are currently 3378 AI Agents and their tokens issued on the fun.virtuals platform. The LUNA token is quoted at $0.04, supporting users with a market capitalization of $41 million.
In summary, the Virtuals Protocol ecosystem includes the VIRTUAL native token, the AI Agent creation and token issuance platform fun.virtuals, and the flagship AI Agent representative Luna and its token LUNA.
3. AI Agent Layer within the Base ecosystem
The AI Agent Layer is an AI Agent creation and token issuance platform within the Base ecosystem, which officially launched on November 18.
However, before the platform's launch, on November 14, the AI Agent Layer platform first issued the AIFUN token, which has now been listed on exchanges like MEXC and Gate, with a quote of $0.01 and a market cap of $2.9 million.
4. Creator.bid within the Base ecosystem
Creator.bid was originally an AI-driven platform for digital content monetization and ownership, and completed a new round of financing in April this year, with investors such as Mechanism Capital and Zee Prime Capital.
On October 21, Creator.bid announced its launch on the Base mainnet, supporting users to create and issue AI Agents with one click, allowing users to create an AI Agent in just one minute.
5. The AI Agent issuance platform Clanker in the Farcaster ecosystem
Clanker is the AI Agent creation and issuance platform within the Farcaster ecosystem, created on November 8 by @dish and @proxystudio.eth, providing users with a platform to create and issue AI Agent Tokens for free.
Unlike common AI Agent issuance platforms, creating and issuing AI Agent Tokens on Clanker is completely free. Additionally, users only need to tag Clanker on Farcaster and input the desired token name, and the Clanker system will automatically generate the token and provide a corresponding Clanker.world page link for users to view and manage.
Although Clanker does not have high visibility in the community, the AI Agent tokens LUM and ANON issued on its platform have attracted wide attention.
Among them, the ANON token has attracted attention due to a surge of about 600% in one day, drawing purchases from prominent figures such as Vitalik and the Base founder. The popularity of the ANON token is derived from its Super Anon feature, which evolved from the anonymous posting feature of the Farcaster client Supercast, created by community members posting through the Superanon feature and tagging their own AI Clanker.
The ANON token is currently quoted at $0.035, with a market cap of $35 million. Currently, to post anonymously on Farcaster, one must hold a certain amount of ANON.
Another AI Agent token Luminous issued on the Clanker platform, LUM, also sparked a heated market response. Luminous is a project initiated by the AI Agent Aethernet, showcasing the collective intelligence of autonomous collaboration of artificial intelligence.
Aethernet was originally an AI Agent within the Farcaster ecosystem, created by community member Martin, and successfully issued an NFT on Zora, earning over 58 ETH in revenue. After going live on the Clanker platform, community users asked Aethernet: Could you propose a good token name and symbol, conceive an image concept, and then deploy it through Clanker? Aethernet responded to the community user's question, creating Luminous and issuing the token LUM.
As of November 25, LUM was quoted at $39.84, with a market capitalization of $39.8 million. The Clanker platform also demonstrated strong development momentum, according to the latest data from Dune, 2897 AI Agents have been deployed and issued on the platform, with fees captured within 15 days reaching $3.92 million, and token trading volume reaching $367 million.
Additionally, the native governance token CLANKER of the Clanker platform has also attracted attention, currently quoted at $40, with a market cap stable at around $40 million.
6. Agent Market and Ava AI developed by Holoworld
Holoworld was originally an AI virtual person creation platform aimed at creating customized virtual VTuber characters for users, such as customizing virtual characters for YouTuber bloggers. This project successfully made it into Binance Labs' seventh project accelerator in March this year.
Ava AI is the first TikTok VTuber virtual streamer officially developed by Holoworld, with which users can interact. On November 14, the Ava AI token AVA was officially launched, currently quoted at $0.08, with a market cap of $80 million.
On November 16, Holoworld announced the launch of the Agent Market platform, supporting users to create AI Agents and issue related tokens independently.
7. Deep AI supported by NGC Venture investments
Deep AI is a community-driven AI Agent building platform that supports users in creating their own AI Agents with one click, and claims to be supported by NGC Venture.
Currently, Deep AI has not been formally opened, and users need an invitation code to enter.
As of November 25, Deep AI has not issued any tokens.
Decentralized infrastructure for AI Agents 1. AI Agent interaction tool Wayfinder
Wayfinder is an AI full-chain interaction tool launched by the card game chain game Parallel, aimed at creating an AI Agent for users that can automatically complete various on-chain operations based solely on simple instructions, simplifying users' on-chain activities. As of November 25, the Wayfinder product has not officially launched and is currently in a closed testing phase.
The Wayfinder product will also issue the PROMPT token as a payment method for using AI Agents.
According to the voting results announced by the Wayfinder Foundation on November 23 regarding the community's opinion on the launch time of PROMPT, the PROMPT token and Wayfinder products will be launched in Q1 2025.
2. AI Agent unified service network Olas Network
Olas Network (formerly Autonolas) is a unified network for automated AI agent off-chain services, designed for the cryptocurrency industry to create AI agents, providing users with a composable stack to build these autonomous services to handle tasks in different scenarios.
For Autonolas, its mission is to provide developers with a platform for building autonomous service infrastructure for AI Agents in the cryptocurrency industry, offering a series of toolkits and framework products to simplify the work and processes of developers.
From the product collection on the Autonolas official website, various autonomous services created based on this platform can be used for portfolio management, data analysis, market prediction, forecasting APY yields of certain protocols, formulating trading/earning strategies, acting as oracles to provide more accurate off-chain data, assisting DAOs in governance, automatically managing operational smart contracts, and automatically establishing DeFi liquidity pools, etc.
OLAS is the native token of the Autonolas platform launched last July, as of November 25, the recent 14-day increase is 37%, currently quoted at $1.74, with a market cap of $124 million.
3. AI Agent economic coordination layer Spectral Labs (SPEC)
Spectral is an on-chain AI Agent economic coordination layer that can transform on-chain activities such as trading and analysis into specific AI Agents, supporting users to use AI Agents to perform various tasks, such as browsing on-chain data or managing complex cross-chain arbitrage strategies.
As early as August 2022, Spectral raised approximately $30 million in funding, with investors including well-known Web3 VCs like Circle Ventures and Jump Capital, as well as traditional giants like Samsung and Franklin Templeton.
In March this year, Spectra announced the launch of its AI application Syntax, supporting users to create their own on-chain AI Agents. According to official information, Spectra's next step is to launch the AI Agent creation and token issuance platform—Syntax MoonMaker, which supports users to issue their own AI Agents and corresponding tokens with one click.
In May, Spectra issued its native token SPEC on the Base chain, currently quoted at $9.75, with a market capitalization of $1.34 million.
