Original Title: Why $COOKIE Is The Hidden AI GEM
Author: The Block Runner
Compiled by: 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. Within just a few months of deployment, AIXBT's market cap has reached 600 million dollars. This episode of the podcast will delve into why AIXBT can surpass other agents and why its data aggregation technology has become a core competitive advantage. Furthermore, the podcast will explore CookieDAO, the leading data aggregation and packaging infrastructure provider, and the performance of its token, $COOKIE. As demand for cookie.fun increases from both human and AI users, the value of access to aggregated data will further rise.
Here is the original content, organized for readability:
Will: Today, let’s talk about some topics related to AI infrastructure.
Iman: An infrastructure project, your favorite type.
Will: The sexiest part of the crypto ecosystem is the infrastructure.
Iman: Only a few people would feel that way. But that’s exactly the direction we like to look for, right? It reminds me of the days we played with ARC-20. Yeah, back then, we first encountered Ordinals and thought Checkcoins on Bitcoin were a big deal. Then you dive deeper into these coins and find many of them have no real value. But there was a developer who impressed me named Benny. He’s building the Track Network, which is actually a real data infrastructure project. At that time, I thought, wow, this is really meaningful stuff.
Will: That's the token.
Iman: Yes, this project is essentially leveraging Cookie's API to meet its own needs. They can deploy this data for newly created AI agents through this powerful data aggregation system or process. Therefore, you can also speculate on this application prospect.
Will: Fundamental to the extent that we must use it.
The strongest brain of AIXBT
Iman: Yes, this is also the unique perspective we have when analyzing these markets. As developers, we can examine all these projects and tokens to think about which ones we would really use in our own development process. So we discovered a project that we think is severely undervalued, and this is 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 later why this is. But first, let’s understand the value of the leading AI agent in the entire ecosystem, which is AIXBT.
Will: We now see its market cap is around 600 million dollars, and it all started from zero.
Iman: Yes, it was initially initiated by an independent developer. He designed a unique model for this agent, which can be said to operate like a 'liquidity pool model'. It starts with a bonding curve and needs to go through the bonding curve phase to inject liquidity into the DEX. Then, it becomes market viable, etc. And now, it has reached a market cap of 600 million dollars, showing very strong performance.
Will: Yes, today its price has risen by 22%. Very impressive.
Iman: Yes, there are obvious reasons for this, right?
Will: Indeed, the latest data shows that AIXBT has 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? So many platforms are launching AI agents; what makes AIXBT so different? Why is the insight from crypto Twitter so influential? Why are people so naturally attracted to it? There is a 'secret sauce' here that many people have yet to realize.
Will: Let’s talk about this. AIXBT may redefine the distribution capabilities between machine agents and humans. By quantifying the influence of each account, it could reward quality creators and drive a more efficient and fair matching market. This indeed makes us very excited about what will happen next. And AIXBT has started to receive a lot of airdrops in the App to Earn model, which is that application you sent me before, right?
Iman: Yes, this is actually a completely different topic, perhaps it could be made into another video. The core is about the concept of incentivizing social interaction; the more you interact, the more you earn. So you must participate in interactions to earn rewards. And for AIXBT, given its largest following on crypto Twitter, it will continuously earn rewards like Yap tokens or Yap points through this interaction. These are the real earnings it gains through two-way interaction with the crypto community.
Will: Yes, this should be a completely independent application, right?
Iman: Yes, it's a completely independent application. But the key point is how to integrate this data, such as social sentiment data, and put it to use.
Will: Here is a quote from the creator of AIXBT. He said: 'The competition for information dominance in the crypto field has begun. The days of manually tracking narratives and cross-checking data across multiple platforms are coming to an end. This is an experiment to explore the potential of AI-driven crypto market analysis.' This AI is doing what we are doing, but it operates around the clock and covers a broader scope.
Iman: Why? Because if you analyze this tweet about the AIXBT testing deployment carefully, the information mainly comes from some well-known KOLs and influential figures in the crypto Twitter space. So, as individual users of crypto Twitter, we need to browse these people's accounts one by one to find 'Alpha', check their timelines, and understand what they are discussing.
Will: Including whether interactions are real or fake.
Iman: This actually requires processing a lot of information, right? But this AI agent can simultaneously access multiple information streams, and it can process and analyze these data streams in real-time, then integrate them into an actual perspective.
Will: Yes, this AI agent framework has four Alpha dimensions. Its core is to handle discussions about X, identify narratives driving market changes, and has the ability to detect emerging topics, integrating features from 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; this is the framework logic of this AI agent. AIXBT is one of the most useful AI agents I have tested, launched 10 days ago, and it has become the second-largest agent on the Virtuals platform, even surpassing Luna.
Iman: That was the case before, but the key is that it scrapes data from multiple sources and 400 KOLs and generates real-time news feeds. This is what we call the superpower of AI—something that humans on Earth simply cannot do.
Will: That's right, no one can track 400 KOLs; we can only focus on about 10.
Iman: That's about it, and we can’t keep up with it in real time like it does.
Will: Indeed, you can't track it in real-time.
Iman: So, it's clear that this is a vertical field that humans can no longer compete in because you simply can't compete with that level of efficiency.
Will: For example, in terms of productivity, information awareness, and interaction levels, what we are discussing now is actually its most basic version.
Iman: That's right; for American-style KOLs, these are already useless.
Will: Just go read AIXBT.
Iman: Shut down the channel, guys, sorry. But please don’t really 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 huge advantage for traders. We've seen some similar terminals; it’s like a continuously pushing stream of consciousness. And even if you can access this terminal, as a human user, it's still very difficult to make real use of it. For example, buying tokens before its tweets are published—you can do that, but in reality, it’s quite hard.
Iman: It's really not hard to execute, brother.
Will: This is better than looking directly at Twitter.
Iman: Yes, it’s like a refined Alpha information funnel. You don’t get distracted by all sorts of irrelevant content like you do on Twitter. For instance, when you want to find Alpha information, you end up seeing someone getting hit by a bus.
Will: This is the killer application of current AI agents—AIXBT. So we find that its 'secret sauce' is actually its scraping capabilities, right? It’s the data sources, data aggregation, the framework for application, and the ability to re-output.
Iman: Currently, there is a platform under development that has even stronger capabilities in data scraping and restructuring.
The platform layout of Cookie DAO
Will: Let's take a look at Cookie DAO. In the agency economy, information is the new currency. Only agents who can connect to the largest and most precise data sources can win. A unified intelligence layer is needed to connect various points to track emerging narratives before trends form, detect shifts in thought ownership and community attention, understand the flow of influence among key roles, and manage it as market sentiment forms. Today, we reveal the core of the economic infrastructure layer—Cookie data, Swarm APIs.
Iman: Now we’re getting to the point; our discussion is getting interesting, and 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, as those AI agents that can access these knowledge bases can generate revenue for the metaverse, create assets, and hope to kickstart a flywheel effect by selling these assets.
Iman: That's right.
Will: So what is the market cap of Cookie DAO? Only 32 million dollars. (Data at the time of podcast recording, currently 42 million dollars)
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. Obviously, these projects carry higher risks, but at the same time, there are also significant potential rewards. And we're talking about infrastructure, which originally did not start as an AI infrastructure project.
Will: That's right; it has made some adjustments recently.
Iman: Recently, with the launch of Cookie.Fun, its positioning has undergone a complete transformation, and the market sentiment has reversed accordingly. The core function is mainly to aggregate data sources and then allow all AI agents to compare and compete in terms of mind share, market share, and so on.
This is exactly what you would look for when searching for emerging markets in the crypto space. If a new market emerges, then this new asset class should bring some new metrics, right? Kind of like DMT. You’ll see a series of new token deployments, and suddenly these tokens will have some new elements, like non-arbitrary supply; these are 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 such metrics on CoinMarketCap or CoinGecko. But you will indeed see asset arrangements like this.
Will: For example, hot tweets, average impressions, and average interaction rates—these are all new content.
Iman: Yes, this data is very valuable. They not only aggregate this data for humans to assess the market and position themselves, but this information is also crucial for AI agents, right? AI agents need to access this information to execute their functions.
Will: That's right, Cookie DAO has been online for three weeks, with 100,000 independent users. Version 0.3 will be released this week and is expected to further enhance.
Iman: 100,000 users, that's a lot, brother.
Will: Yes, 100,000 people, and currently these users are still human. This doesn't even account for the future when AI agents can also access this data. This is an upcoming trend.
Iman: That's right.
Will: Cookie DAO now offers multiple airdrop mining pools, where users holding Cookie tokens can stake them in the launch pools of these new projects to earn airdrop rewards.
Iman: Yes, these projects essentially leverage Cookie's API to meet their own needs. They can deploy this data for newly created AI agents through this powerful data aggregation system or process. Therefore, you can also speculate on this application prospect.
Will: This token was initially launched on the BSC chain and then migrated, or at least partially migrated to the Base chain.
Iman: Yes, you can now buy this token on the decentralized exchange on Base.
Will: Right, but this staking mechanism is currently only on Binance.
Iman: Currently, it is. I think this team should be very aware that most activities occur on Base, especially in the AI agent space. So I predict they will launch a staking mechanism on Base, like staking Cookie tokens.
Will: Yes, this will definitely be launched; it’s just a matter of time. Alright, now the Cookie token is available on Base.
Iman: Yes, starting from the 3rd, the announcement states it clearly.
Will: Yes, Aerodrome has opened new liquidity pools and supports trading, while the staking feature on Base is coming soon.
Iman: That's right; they are actively developing this feature. What does this mean? I guess it might mean new AI agents will be launched, utilizing this new data infrastructure layer. If you stake these Cookie tokens, you'll likely get allocations of these new agents, right?
Will: Yes, and there’s a tweet mentioning updates to the data swarm framework, including API access payment and Cookie tokens. 50% is instantly destroyed, and 50% goes into the DAO fund, with features coming soon. This means that if you want to access data aggregation features, you will need to utilize the API, and using the API requires Cookie tokens.
Iman: That's right, they also mentioned that this is a deflationary mechanism. It will reduce token supply. As demand for data access grows and more AI agents are deployed, this data actually becomes the lifeline for agents to operate. This demand will reduce token supply over time, thus enhancing the value of the DAO. So this is a very solid and promising project.
Will: So, you mean to destroy half of the token supply and use the other half for the DAO fund.
Iman: This is a very powerful network effect tool; the flywheel effect is here. Also, you mentioned that this token has expenditure functions similar to an oracle.
Will: Yes, similar to Chainlink. So what is the potential of such infrastructure projects? The closest comparison is Chainlink, which has a market cap of 12 billion dollars.
Iman: If you understand the functionality of Chainlink, it essentially provides some off-chain data dependencies for on-chain smart contracts. So, a network composed of data aggregators and validators is needed to deliver these information streams to the smart contracts to ensure they operate correctly.
Will: So you’re saying Cookie could become a 400x investment opportunity?
Iman: Yes, you’re quite quick with 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; it’s not the kind of technology that fades away.
Will: Absolutely not; this is not a fleeting trend or a flash in the pan; this will become a long-term pillar of the global economy.
Iman: Not just in the crypto field, right?
Will: Yes, it’s not limited to the crypto space.
Iman: So this is a big deal. Just like Chainlink is essential to the smart contract ecosystem, its market cap reflects this. I believe the value of this type of data infrastructure is equally important in the context of AI network effects.
Will: So, what is Agent Cookie like?
Iman: Let me look for another tweet; let me 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 may be a good choice.' Do you see it?
Will: 100,000 Cookie tokens; this might get you...
Iman: Terminal access rights, or perhaps there are airdrop allocations? I’m not sure, but I like to think so, or speculate that this might be related to the Cookie agent itself.
Will: So how much are 100,000 of these tokens worth?
Iman: Definitely not cheap, around 17,000 dollars.
Will: About that price. So that's the cost you need to pay, regardless of what it gets you.
Iman: So if you want to access this 'brain' now, the AIXBT brain is too expensive, priced at 500,000 dollars. Basically, only institutional traders can access it at this stage. So if you want to gain access to this data layer before institutions come in, 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 is a test. I found a token called Rex; at that time, its market cap was 1.9 million dollars, while its competitor's market cap was 22 million dollars. When we discovered 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 Agent Cookie's launch may be just a few days or weeks away, possibly imminent. Agent Cookie will compete for market share with other agents, but I predict it will quickly catch up or even surpass AIXBT, mainly because it has stronger data sourcing capabilities.
Will: This was proposed by one of Cookie's co-founders.
Iman: It's really interesting to see these processes gradually take 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 dollars, I wonder how Cookie will be repriced in the future.
Iman: Yes, we made some speculations about this. But the most important point is that this data infrastructure is packaged for agent use, right? I don't think Cookie agents will be singular. I think this is...
Will: A platform.
Iman: Yes, I see it as a platform layout.
Will: Yes, so essentially, in the future, if you want to launch an AI agent, you will need to connect to this platform. Because it seems to have the best data access permissions, and this data has been reasonably aggregated for AI use. And if you use this platform, you’ll need Cookie tokens. When you spend tokens, 50% will be destroyed and 50% will go into the DAO fund. This mechanism...
Iman: This is good. This is how we see a new generation of higher quality, higher tier agents. At some point, perhaps someone will develop a rating mechanism for agents, just like smart contracts need to be audited and rated. Yes, agents should also be subjected to the same scrutiny, right? Giving these 'little guys' a rating 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 that provide such services will clearly become critical.
Iman: This indeed meets the traditional standards on our emerging trend list we've been looking for. Just like we mentioned earlier, 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 market now tends to focus on existing agents, those singular projects. Thus, the current speculative environment is concentrated in these areas. But ultimately, 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 precisely the direction we are focused on.
Will: Alright, that's all for today. We talked about Cookie and its infrastructure layout in the AI agent field. If you have any questions, please let us know.
