Framework projects do indeed easily trigger market FOMO, and the valuation for infrastructure is higher than for applications.


Author: Deep Tide TechFlow

GM, welcome to the first week of the 25th year dominated by AI Agent.

In the past week, a clear trend has been that the market has shown tremendous FOMO towards 'framework' projects:

First, ai16z repeatedly breaks new highs, with a market capitalization of around 2 billion; then the enterprise-level framework swarms rapidly rose, becoming another AI Agent framework token with a market cap exceeding 300 million after ai16z (Eliza), ZEREBRO (ZerePy), and arc (RIG).

And today, another AI Agent framework called Prime has emerged, with its market capitalization quickly rising; the token reached a maximum of around 20M within less than 2 hours of launch, but has since significantly retraced and is currently hovering around 11M.

Due to the intense PVP situation that can easily form when the token is launched, significant price fluctuations are also reasonable.

However, after the initial competition, referring to the situations of a few earlier framework projects, the market capitalization is generally above $300 million; for funds that find the valuations of the earlier projects too expensive and did not invest, they may also be affected by FOMO and spill over into similar projects.

So, will this new framework project Prime also follow a similar path? How does it differ from the other frameworks?

Modular AI Agent open-source framework

First, it is necessary to clarify a question: what exactly is an AI Agent framework?

In short, it is a toolkit provided to developers to help them more easily create, deploy, and manage AI agents, allowing these AIs to autonomously complete specific tasks such as trading, social interaction, or content creation.

So, what does this 'easier to create and deploy' specifically manifest in on Prime?

From the official description of the project, the most intuitive point is that it saves a large amount of repetitive low-level coding work, with Prime describing itself more as a 'modular' AI Agent framework.

For example, there are a large number of pre-made libraries, containing a rich set of tools, APIs, and templates; this means that developers can choose only the components they need when creating an agent, reducing development time and keeping the system streamlined.

At the same time, modularization allows for unique configurations, enabling developers to build agents tailored to specific industries. For example, a healthcare agent may prioritize patient data analysis, while a retail agent focuses on customer personalization.

And this modularization also means a reduction in costs. By using only the necessary modules, developers can save resources, and PRIME hopes to be a more economical choice for startups and enterprises.

According to Prime's official Twitter description, using their framework can accelerate development speed by 30%, and there is also a dashboard function that can automatically monitor the current performance of the AI agents created and predict the future performance of the agents.

More importantly, this framework is open-source and can be directly used by installing Python libraries locally from the code repository on GitHub.

In terms of popularity, Prime is clearly not as good as ai16z's Eliza, but the stars on GitHub are still rising (currently 66), which presents more of a small and beautiful feeling.

Regarding whether the specific effects of this framework are as good as stated on the official Twitter, it will only be known after those who understand the technology carry out actual deployment tests. As the price of the PRIME token changes, more developers are bound to join in to test the effects of the framework, and we can wait for more social media evaluations and opinions from key figures.

However, just based on the paper information, we can make a comparison between Prime and several popular frameworks to help everyone quickly understand the overall picture:

Plagiarism FUD is rising, ecological applications are in the initial stage

The PRIME token quickly soared to 20M this morning but fell sharply in the afternoon, currently around 11M.

One important reason is that the project has fallen into a FUD of plagiarism.

Some community members pointed out that Prime is not an original framework, but has copied the code of another project called smolagents from the well-known open-source machine learning platform Huggingface; and smolagent is designed for AI agents, capable of using Python code to call toolsets and orchestrate other AI agents.

However, the Prime official has also expressed its rationale in response to the doubts, claiming that it did use the code from the aforementioned project but made adjustments based on the source code with authorization and permission from Huggingface.

Considering the open-source characteristics of Huggingface, Prime may not be considered 'plagiarism' but rather that it did not clarify in advance that its code was actually optimized based on others.

After the FUD, as of now, the PRIME token's fluctuations have stabilized relatively, and more projects based on this framework have begun to emerge:

  • AURA

CA:

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Market capitalization: 700K

The project claims to serve as a universal coordinator and assistant for developers. Its main purpose is to simplify and optimize the development, deployment, and management of AI agents built on PRIME.

The token was deployed today, once breaking 3.5M, but has significantly retraced.

It is worth mentioning that AURA was mentioned and acknowledged by the official Prime, but the data shows that developers hold 20%.

  • SPROUT

CA:

SPRTnpcEJP9Ahr6NNi6a8mvFhgpE27yPWowjBpBfQfu

Market capitalization: 160K

It is still in the very early stages, and Prime's official Twitter states that this is not their officially released AI Agent; the small market capitalization also means greater risk.

The project claims to be an AI-driven agent built on the PRIME framework, aimed at optimizing transactions on Solana to enhance speed, cost, and security.

Second Half, Multi-Framework

Overall, PRIME's current market capitalization, influence, and recognition are not as good as the earlier popular frameworks.

How the project develops in the future will depend on whether key figures buy in and whether the framework itself can develop better applications.

However, from the appearance of Prime, it can be seen that framework projects indeed easily trigger market FOMO, very similar to the logic of previous VC coins --- the valuation for infrastructure is higher than for applications.

This also means that the AI Agent track has actually entered the second half, from a monopolized framework and diverse applications to multi-framework competition and more specialized applications.

After all, in the reality of open-source frameworks and increasingly powerful AI capabilities, creating an AI agent will be relatively easier; only those frameworks and applications with characteristics can survive in the competition, while many unremarkable projects may be quickly forgotten like memes.

For the project party, the entry threshold for AI agents will increasingly rise.

For the investors, a trend of selecting the best among the best is inevitable.

It should be noted that the AI Agent craze is also highly time-sensitive. Many early projects face the risk of going to zero after a hot trend. Please do your own research (DYOR) and make your own judgments. None of the above content constitutes investment advice.