Original title: Why $COOKIE Is The Hidden AI GEM

Original author: The Block Runner

Original translation: Ismay, BlockBeats

Editor's note: As AIXBT dominates crypto Twitter, it has proven that AI agents capable of providing influential market insights can stand out in the market. Just a few months after deployment, AIXBT's market value has reached $600 million. This episode of the podcast will delve into why AIXBT has been able to surpass other agents and why its data aggregation technology has become a core competitive advantage. Additionally, the podcast explores CookieDAO, a market-leading data aggregation and packaging infrastructure provider, and the performance of its token $COOKIE. As demand from human and AI users for cookie.fun increases, the value of access to aggregated data will further rise.

Below is the original content, organized for easier reading:

Will: Let’s talk about some topics related to AI infrastructure today.

Iman: Infrastructure projects, your favorite type.

Will: The sexiest part of the crypto ecosystem is the infrastructure.

Iman: Only a few people might think so. But this is exactly the direction we like to look for, right? It reminds me of the days when we played with ARC-20. Yeah, that was when we first encountered Ordinals and thought Checkcoins on Bitcoin were a big deal. Then you dive deep into these coins and find that many of them have little practical value. But there was a developer who impressed me, named Benny. He is building Track Network, which is actually a real data infrastructure project. I thought, wow, that’s truly meaningful.

Will: That's the token.

Iman: Yes, very impressive. And it remains the only infrastructure project in the entire ARC-20 ecosystem. This is incredible, but precisely because of this, it attracts us, as it is a very foundational value addition to the entire ecosystem.

Will: Basic to the extent that we have to use it.

The Most Powerful Brain of AIXBT

Iman: That's right, and this is the unique perspective we have when analyzing these markets. As developers, we can examine all these projects and tokens and consider which ones we would actually use in our own development process. So we found a project that we believe is severely undervalued, and this is also reflected in its market performance.

Will: Its market cap, and it is the most important single core part of any AI agent.

Iman: Yes, we will explain in detail why that is later. But first, let's understand the value of the top-ranking AI agent in the ecosystem, which is AIXBT.

Will: We now see its market cap is about $600 million, and all of this started from zero.

Iman: Yes, all of this was initially initiated by an independent developer. He designed a unique model for this agent, which can be described as a 'liquidity pool model' operation. It starts with a binding curve, needs to go through the binding curve phase to inject liquidity into the DEX. Then, it has market viability, and so on. And now, it has reached a market value of $600 million, performing very strongly.

Will: Yes, today its price has risen by 22%. Quite amazing.

Iman: Yes, there are clear reasons for this, right?

Will: Yes, the latest data shows that AIXBT captured 60% of the AI agent market attention in the past 24 hours.

Iman: Yeah, just look at yesterday's data. If any project could completely dominate the market, it's what this chart shows. Why? There are so many platforms launching AI agents, why is AIXBT so unique? Why is this insight from crypto Twitter so influential? Why are people so naturally drawn to it? There is a 'secret formula' here that many people have yet to realize.

Will: Let's talk about this. AIXBT may redefine the distribution capability between machine agents and humans. By quantifying the influence of each account, it can reward quality creators and drive a more efficient and fair matching market. This truly makes one look forward to what will happen next. Moreover, AIXBT has begun to gain a lot of airdrops in the App to Earn model, which is the application you sent me earlier, right?

Iman: Yes, this is actually a completely different topic, perhaps it can be made into another video. The core idea is about how to incentivize social interaction; the more interactions, the more you earn. So you have to participate in interactions to earn rewards. And for AIXBT, considering its maximum attention on crypto Twitter, it will continuously earn Yap tokens or Yap points through this interaction. These are the real gains it earns for the crypto community through bi-directional interactions.

Will: Yes, this should be a completely independent application, right?

Iman: Yes, this is a completely independent application. But the key point is how to integrate this data, such as social sentiment data, and apply it.

Will: Here is a quote from the creator of AIXBT. He said: 'The competition for information dominance in the crypto space has begun. The days of manually tracking narratives and cross-referencing data on multiple platforms are coming to an end. This is an experiment exploring the potential of AI-driven crypto market analysis.' This AI is doing what we are doing, but it's operating around the clock and covering a much wider scope.

Iman: Why? Because if you analyze this announcement tweet about the AIXBT test deployment carefully, the information sources are mainly rooted in some well-known KOLs and influential figures in the cryptocurrency Twitter space. As individual users of cryptocurrency Twitter, we need to browse through each of these people's accounts, check their timelines, and understand what they are discussing in order to find 'Alpha.'

Will: Does it include whether the interaction is real or fake.

Iman: This actually requires processing a lot of information, right? But this AI agent can access multiple information streams simultaneously, process and analyze these data streams in real-time, and then integrate them into a tangible viewpoint.

Will: Yes, this AI agent framework has four Alpha dimensions. Its core is to handle discussions about X, identify narratives driving market changes, and have edge detection capabilities for emerging topics, integrating other AI Alpha platforms. The interface provides direct access to the AIXBT brain, bringing benefits to token holders through the rxbd.tech platform, including querying projects from its dataset, real-time market analysis, and upcoming PWA features. The overall architecture includes information collection, processing, integration, and dissemination, which is the framework logic of this AI agent. AIXBT is one of the most useful AI agents I've tested, launched 10 days ago, and has now become the second-largest agent on the Virtuals platform, even surpassing Luna.

Iman: That's how it was before, but the key is that it scrapes data from multiple sources and 400 KOLs and generates real-time news pushes. This is what we call the superpower of AI—something that humans on Earth simply cannot do.

Will: Yes, no one can track 400 KOLs, we can at most follow 10.

Iman: That’s about it, and we can't really keep up with it in real-time like that.

Will: Indeed, you can't track it in real-time at all.

Iman: So, it’s clear that this is a vertical field that humans can no longer competently handle, because you simply cannot compete with this efficiency.

Will: For example, in terms of productivity, information awareness, and interactivity, what we are discussing now is actually its most basic version.

Iman: That's right, for American-style KOL types, these have become useless.

Will: Just go read AIXBT.

Iman: Turn off the channel, guys, sorry. But don’t actually do that.

Will: If you hold more than 600,000 tokens, you can gain access to the AIXBT terminal. The speed at which this terminal organizes data is a significant advantage for traders. We've seen some similar terminals that push a continuous stream of thoughts. And even if you can access this terminal, it's hard for human users to truly utilize it. For example, buying the tokens before it tweets—you can do that, but it's actually quite difficult.

Iman: It's not difficult to execute, brother.

Will: It's better than just looking at Twitter.

Iman: Yes, it's like a refined Alpha information funnel. You are not distracted by all kinds of unrelated content like you are on Twitter. For example, if you want to find Alpha information, you end up seeing someone getting hit by a bus.

Will: This is the killer app of current AI agents—AIXBT. So we find that its 'secret formula' is actually its scraping capability, right? It's about data sources, data aggregation, and the framework for application and re-output.

Iman: There is currently a platform in development that is even stronger in data scraping and reorganization capabilities than this.

Cookie DAO's platform layout

Will: Let's take a look at Cookie DAO. In the agent economy, information is the new currency. Only agents that can access the largest and most accurate data sources can win. A unified intelligent layer is needed to connect various points to track emerging narratives before trends form, detect changes in mind share and community attention, understand the flow of influence among key players, and process it when market sentiment is formed. Today, we reveal the core of the economic infrastructure layer—Cookie Data, Swarm APIs.

Iman: Now we are getting to the point; our discussion is becoming interesting, this is where developers can get involved. We can access this content and apply it to the agents we design ourselves.

Will: This is very important for the development of the metaverse because now those AI agents that can access these knowledge bases can create revenue for the metaverse, generate assets, and hope to trigger a flywheel effect by selling these assets.

Iman: That's right.

Will: So what is the market cap of Cookie DAO? Only $32 million. (Data at the time of the podcast recording, now $42 million)

Iman: I'm not sure if this can be considered a micro-cap, but I think a market cap below $100 million can be considered a micro-cap project. Clearly, such projects carry high risks, but they also have significant potential returns. And we are talking about infrastructure, which didn't initially start as an AI infrastructure project.

Will: That's right, it made some adjustments recently.

Iman: Recently, with the launch of Cookie.Fun, its positioning has completely changed, and market sentiment has reversed. The core function mainly aggregates data sources, then allows all AI agents to compare and compete in mind share, market share, and so on.

This is exactly what you focus on when looking for emerging markets in the crypto space. If a new market emerges, then this new asset class should bring some new metrics, right? It's a bit like DMT. You will see a series of new token deployments, and suddenly these tokens will have some new elements, such as non-arbitrary supply, these are all emerging things, so these new metrics validate that a new asset class is forming, and the same logic applies to AI agents.

Will: Yes, the new metric here is mind share, which is not like traditional metrics.

Iman: Yes, you won't see this kind of metric on CoinMarketCap or CoinGecko. But you will see asset arrangements like this.

Will: For example, trending tweets, average impressions, and average interaction rates—these are all new content.

Iman: Yes, this data is very valuable. They aggregate this data for humans to assess the market and position it, while this information is also crucial for AI agents. Right? AI agents need to access this information to perform their functions.

Will: That's right, Cookie DAO has been online for three weeks, with 100,000 unique users, and version 0.3 will be released this week, with expectations for further enhancements.

Iman: 100,000 users is indeed a lot, brother.

Will: Yes, 100,000 users, and currently these users are still human, not to mention the future when AI agents can also access this data. This is the upcoming trend.

Iman: That's right.

Will: Cookie DAO now offers multiple airdrop mining pools, allowing users holding Cookie tokens to stake them in the launch pools of these new projects to receive airdrop rewards.

Iman: Yes, these projects are essentially leveraging the Cookie API to meet their needs. They can deploy this data for newly created AI agents using this powerful data aggregation system or process. Therefore, you can also speculate on the application prospects.

Will: This token was originally launched on the BSC chain and later migrated, or at least partially migrated to the Base chain.

Iman: Yes, now you can buy this token on the decentralized exchange on Base.

Will: Yes, that's correct, but this staking mechanism is currently only on Binance.

Iman: This is the current situation. I think the team should be very clear that most activities happen on Base, especially in the AI agent field. So I predict they will launch a staking mechanism on Base, such as staking Cookie tokens.

Will: Yes, this will definitely be launched; it's just a matter of time. Okay, now the Cookie token is already usable on Base.

Iman: Yes, it started on the 3rd, and it's clearly stated in the announcement.

Will: Yes, now Aerodrome has opened new liquidity pools and supports trading, and staking functionality on Base is also about to go live.

Iman: That's right, they are actively developing this feature. What does this mean? I guess it may be that new AI agents will go live using this new data infrastructure layer. If you stake these Cookie tokens, you will likely receive allocations of these new agents, right?

Will: Yes, and there was a tweet that mentioned updates to the data swarm framework, including API access payments and Cookie tokens. 50% will be burned immediately, and 50% will be allocated to the DAO fund, with features about to go live. This means if you want to access data aggregation features, you will need to use the API, and using the API requires Cookie tokens.

Iman: That's right, they also mentioned that this is a deflationary mechanism. This will reduce the token supply. As demand for data access increases and more AI agents are deployed, this data effectively becomes the lifeline for agent operations. This demand will reduce the token supply over time, thereby enhancing the value of the DAO. So this is a very solid and promising project.

Will: So, you're saying half of the token supply will be burned, and the other half will go to the DAO fund.

Iman: This is a very powerful network effect tool, the flywheel effect is right here. Additionally, you mentioned that this token also has spending features similar to an oracle.

Will: Yes, similar to Chainlink. So what is the potential of this type of infrastructure project? The closest comparison is Chainlink, which has a market cap of $12 billion.

Iman: If you understand the functionality of Chainlink, it essentially provides functionalities that rely on off-chain data for on-chain smart contracts. So there needs to be a network of data aggregators and validators to deliver these information flows into the smart contracts to ensure they operate correctly.

Will: So you're saying Cookie has the potential to become a 400x investment opportunity?

Iman: Yes, you're pretty quick at mental math. I did calculate it, yes. I see no reason to think it's impossible. Of course, it all depends on whether the AI agent economy can continue to thrive. And I believe it will, right? The persistence of AI is beyond doubt; this is not a flash-in-the-pan technology.

Will: Absolutely not, this is not a fleeting trend or a flash in the pan; this will become a long-term pillar in the global economy.

Iman: Not just in the crypto space, right?

Will: Yes, not limited to the crypto space.

Iman: So this is a big deal. Just as Chainlink is essential to the smart contract ecosystem, its market cap reflects that. I believe the value of this type of data infrastructure is equally important in the context of AI network effects.

Will: So, what exactly is Agent Cookie?

Iman: Let me check another tweet to see if I can find it, not this one, maybe the next one? Or the last one? Yes, this one. 'Alpha 1. Holding 100,000 Cookies might be a good choice.' Did you see that?

Will: 100,000 Cookies, this could get you...

Iman: Terminal access, or maybe there’s an airdrop allocation? I'm not sure, but I like to think this might be related to the Cookie agent itself.

Will: So how much are 100,000 of these tokens worth?

Iman: Definitely not cheap, about $17,000.

Will: It's about that price. So that's the cost you need to pay, regardless of what it can get you.

Iman: So if you want to access this 'brain' now, the AIXBT brain is too expensive, priced at $500,000. Basically, only institutional traders can access it at this stage. So if you want to gain access to this data layer before institutions enter, now is the time.

Will: Right? We created a test account for Agent Cookie Fun two days ago. This is proof of its operation. Basically, this was a test. I found a token named Rex, which had a market cap of $1.9 million at that time, while its competitor had a market cap of $22 million. When we found this token, its price was about here, and now its value has risen to here.

Iman: Yes, they are conducting internal tests to ensure that the data flow can produce valuable outputs, just like AIXBT. So it looks like everything is ready, and the launch of Agent Cookie may be just a few days or weeks away, or it might be coming soon. Agent Cookie will compete with other agents for market share, but I predict it will quickly catch up to or even surpass AIXBT, mainly because it has stronger data sourcing capabilities.

Will: This was proposed by one of the co-founders of Cookie.

Iman: It's really interesting to see these processes gradually taking shape.

Will: If I understand correctly, Cookie is collecting more information than any other AI and packaging it for other agents to use. If the price of the AIXBT terminal is $250,000, I wonder how Cookie will be repriced in the future.

Iman: Yes, we have speculated a bit about this. But the most important point is that this data infrastructure is packaged for agents to use, right? I don't think Cookie agents will be a singular existence. I feel this is...

Will: A platform.

Iman: Yes, this is a platform-oriented layout, I think.

Will: Yes, so essentially, if you want to launch an AI agent in the future, you need to connect to this platform. Because it seems to have the best data access, and this data has been reasonably aggregated for AI use. And if you use this platform, you will need Cookie tokens. When you spend tokens, 50% will be burned, and 50% will go into the DAO fund. This mechanism...

Iman: That's great. This is how we see a new generation of higher quality, higher-level agents. At some point, someone may develop an agent scoring mechanism, just like smart contracts need to be audited and graded. Yes, agents should be subjected to the same scrutiny, right? Giving these 'little guys' a score or something is a good thing. It’s like pushing the entire field forward.

Will: So the core argument here is that if AI agents need information and data as their 'lifeline', then platforms providing this service will obviously become crucial.

Iman: This indeed meets the traditional standards in our emerging trend checklist. Just like we mentioned before, such as the Ordinals project. This project revolves around too many foundational value points, and because of this, it has been overlooked in the current market. The current market tends to focus on existing agents, those singular projects. Therefore, the speculative environment is concentrated in these areas. But eventually, these fads will fade, and the market will start looking for the next wave, which is the next generation of breakthrough technology. And this is exactly the direction we are focusing on.

Will: Alright, that's it for today. We talked about Cookie and its infrastructure layout in the AI agent field. If you have any questions, please let us know.

Original link