There has been no market activity in the past few days, but don’t worry that the bull market is over. Grayscale also believes that the bull market will continue for 25 years.
Among altcoins, the AI agent sector performed the best today, with virtual, ai16z, and ELIZA all rising by more than 20%.
This time when Bitcoin fell back, virtual, aixbt, game, ai16z, and ELIZA did not fall much, which shows that the market consensus on AI application projects is relatively high and they are more popular with big capital.
Now AI agent is more like Defi Summer, and the AI agent track may explode next year. Various AI+blockchain gameplays will appear next year.
The Virtual family that takes BASE to the next level
Today, $Virtual continued to surge, once again making a bunch of people in the group regret their decision and lamenting that they broke their legs from selling their flying rackets.
Today, Virtual has 1.7 billion FDV on BASE alone, and the FDV on the main network has reached 3.5 billion. But more importantly, it has completely ignited the Base chain ecosystem. Like a hen that lays golden eggs, star Ai Agents based on Virtual continue to emerge and create wealth.
Although the statistics from various parties are not consistent, FDV of the Virtuals family has accounted for more than half of the Base chain.
In addition to $Virtual's 1.7B, other notable members include:
$Luna 101M A virtual AI idol that can interact with fans
$Aixbt 367M Encrypted information flow agent that dominates the KOL ratings
The AI agent framework in $GAME 340M Virtuals can be seen as the Shopify of the ecosystem, providing low-code payment, logistics and customer support infrastructure.
$Convo is the cognitive framework of the AI agents in 96M Virtuals, responsible for handling conversations and communications between AI agents and users, ensuring that these agents can understand and generate human language. If GAME is regarded as the "brain", Convo is the "voice".
In addition, there are $VADER $MUSIC $SEKOIA etc., which are also Ai Agents with a capacity of more than 40M and appeared in the official video of Virtuals celebrating Christmas.
Here: https://app.virtuals.io
You can see various Ai Agents that use the Virtuals framework, many of which have very small market capitalizations. If you find them interesting after trying them out, they may become the next hit.
There are many things we can learn from Virtuals’ success, and it has always been a target of attention for many competitors.
Although their innovative experiments are not as aggressive as those of the ai16z group, they are better in that they are less talkative, have a stable and down-to-earth direction, and are less controversial.
For example, all Agent transaction pairs are composed of Virtual. For example, instead of going head-to-head with Solana, we chose the Base chain as the leader. For example, continuous evolution, the current agent development tools make it easier to create Agents.
Ai Agent is the future. This concept has gradually become popular. In the future, every major public chain will not let go of this track. Excellent AI teams will occupy the ecological niche of major public chains. It is also a general trend for strong teams to combine and innovate. For now, we can see the binding of Virtuals and Base, and the binding of Ai16z and Solana.
StoryProtocol seems to be close to Virtuals. What about Bnbchain, Movement, SUI, Aptos, Avax and other public chains? Will they support themselves or welcome mature teams from outside?
SaharaLabsAI is even more awesome. It is a platform that combines artificial intelligence (AI) and blockchain technology. It is mainly dedicated to building a decentralized artificial intelligence network. It is also a project that I am looking forward to.
We plan to focus at least 50% of our energy on exploring AI-related fields in the future.
It is worth noting that the U.S. Treasury Department and the Internal Revenue Service jointly released the latest broker interpretation, which may have a certain impact on the DeFi field.
The IRS requires "DeFi brokers" to collect user transaction information.
The regulation is expected to affect 875 DeFi brokers and 2.6 million taxpayers.
What is certain at present is that basically all DeFi projects need to conduct KYC, unless they do not involve US business or customers at all. And brokers also need to pay taxes.
Paying taxes is not a big issue, but what is more important is that DeFi needs to provide KYC, especially projects run by Americans or operating in the United States.
This means that KYC information will need to be provided when trading on platforms such as UniSwap, which may affect the liquidity of the crypto market, especially DeFi.
If the bill is approved, some small and medium-sized altcoin projects will be most affected, and mainstream coins will also be affected to a certain extent, especially those projects that focus on the chain.
This interpretation will be transitioned in 2025 and 2026 and officially implemented in 2027.
However, because the specific implementation of this bill will not be until 2027 and after Trump's transfer of power, the market generally believes that Trump has the ability to withdraw this interpretation.