Written by: ShenChao TechFlow
Foreword
Everyone says AI Agents are good, and the Solana ecosystem is a treasure.
However, besides Solana, Base is also one of the sources of this wave of enthusiasm; do not forget that the market cap of Virtuals is still higher than that of ai16z.
Additionally, one of the reasons people like the Base ecosystem is that its PVP level is not as competitive as Solana, and many treasures can be found; however, due to reasons such as scattered information, relatively low recognition, and information silos, it is not easy to seize opportunities on Base.
Besides the tokens generated around Virtuals and Clanker in the past few months, as well as the well-known AIXBT, what other projects on the current Base might you have missed?
The editors in the office decided to embark on a major treasure hunt, trying to find more AI Agent-related projects on Base to restore the complete picture of opportunities in the ecosystem.
Based on different development directions and themes, we will summarize the recently outstanding projects as follows for everyone's reference.
Rising stars in Virtuals
In addition to AIXBT and GAME frameworks, there are also many potential projects in the Virtuals ecosystem with market caps below 100M that have performed well in recent months, some noteworthy ones are as follows.
TAO CAT: An AI Agent built by Bittensor + Masa
$TAOCAT
CA:
0x7a5f5ccd46ebd7ac30615836d988ca3bd57412b3
Market Cap: 44M
Well-known AI projects Masa and Bittensor support it, with excellent background and resources.
As a native AI agent in the Bittensor ecosystem, TAOCAT is built directly on Bittensor's subnet:
SN42: For super-intelligent real-time data.
SN19: LLM/inference, advanced language capabilities.
Functionally, TAOCAT can process and analyze real-time social data, combining AI technology for data interpretation and decision-making, providing market insights and analyses.
Recently, some noteworthy developments: Binance Alpha goes live; TAOCAT has also received investment from DWF Labs, becoming a recipient of its $20 million AI agent fund.
Polytrader: AI-driven Polymarket prediction assistant
$POLY
X: @polytraderAI
CA:
0x2676E4e0E2eB58D9Bdb5078358ff8A3a964CEdf5
Market Cap: 17M
Polytrader helps make more informed, data-driven decisions on Polytrader by analyzing market sentiment and providing actionable insights.
You can have Polytrader analyze trending topics on social platforms and then place bets on the direction of a particular event, essentially acting as a market advisor, which is a vertical direction and fits the characteristics of the previously popular Polymarket platform during the election.
In practical use, a certain number of POLY tokens must be held to access all functions of the project, which also provides a certain utility for the tokens.
In the face of certain major events, POLY may benefit not only from AI narratives but also from the events themselves.
Acolyte: The oracle for AI Agents
X: @AcolytAI
CA:
0x79dacb99A8698052a9898E81Fdf883c29efb93cb
Market Cap: 37M
Acolyt provides reliable research and engineering data through infrastructure. It offers high-quality analysis and actionable insights for individuals and companies.
Currently, Acolyt will undergo training to map and understand the metrics affecting the AI Agent ecosystem, thus providing comprehensive insights into each agent and its role within it.
In the future, Acolyt will become a leading oracle, providing high-quality data for AI agents, traders, venture capital firms, index funds, AI accelerators, and educational companies. It will be able to analyze and generate probabilistic outcomes for any project, even before the project launches.
Freya: The combination of AI Agent and gaming
$Freya
X: @Freya_Starfall
CA:
0xF04D220b8136E2d3d4BE08081Dbb565c3c302FfD
Market Cap: 14M
Embedding AI Agents into games to make the characters smarter and create more imaginative space has always been a popular topic.
Among them, Freya is one of the representatives. This token is backed by the well-known Japanese game Starfall Chronicles (the game uses technology support provided by Immutable), allowing AI capabilities to enrich character interactions in the game.
Thus, Freya is both a token and an AI character in the game, positioned at the intersection of AI Agents and GameFi.
Recent developments:
Binance Alpha goes live for this token; on January 6, the developer behind the game also participated in the AI16Z meetup in Japan to discuss the freedom achieved by Freya through elizaTEE and future roadmaps.
DeFAI
The so-called DeFAI refers to utilizing AI capabilities in DeFi to optimize various stages of DeFi trading, which is one of the key directions recently discussed on social media.
For more insights into this track, see previous articles: (The trend of 'AI + DeFi' is emerging, these projects in the DeFAI sector are worth your attention.)
Kudai: A DeFAI agent built by the GMX community
$kudai
X: @Kudai_IO
CA:
0x288F4Eb27400fA220d14b864259Ad1B7f77C1594
Market Cap: 19M
Kudai is an AI agent born from the GMX Blueberry Club community and built using the well-known framework @EmpyrealSDK, providing an experience that merges community-driven spirit, DeFi, AI, and innovative features.
It is worth noting that Kudai has only released its own token for now, and more capabilities have yet to be established; however, the recently released white paper mentions that Kudai will buy and stake GMX to provide more income sources and invest in GM pools of GMX to further increase returns.
The ideal goal planned by the project is for Kudai to automatically run different strategies (leveraged trading, arbitrage, negative funding rate farming, etc.) on GMX V2, sharing positions, profits, and losses in real-time.
It has a bit of the flavor of being the AI spokesperson for GMX, but more functions are still pending implementation.
AI Agent Framework
REI: A new framework for efficient collaboration between blockchain and AI
X: @ReiNetwork0x
CA:
0x6B2504A03ca4D43d0D73776F6aD46dAb2F2a4cFD
Market Cap: 104M
Rei Network is a core framework layer dedicated to maximizing the combined capabilities of AI and blockchain.
It achieves a key goal through a three-layer architecture: allowing AI to be free from the technical constraints of blockchain while low-cost verifying and storing data on-chain. What makes Rei unique is its ability to convert AI's probabilistic outputs into deterministic, verifiable data structures.
Rei is the first project to adopt this method, and with first-mover advantage, they quickly established their leading position.
The technical details of framework projects will not be elaborated upon, but the market generally believes that one benefit of REI is:
Separating the design of blockchain and AI rather than forcibly merging them; it is a logic of collaboration rather than fusion.
Currently, some AI Agents based on the Rei framework are gradually emerging, and due to space limitations, they will not be listed here. For a detailed analysis, see: (In-depth Analysis of Rei Network and $REI: Another AI Project in the Base Ecosystem that Cannot Be Ignored)
Investment/Incubation DAO
daos.world: A new attempt at decentralized investment funds
After the decentralized fund management platform Daos.fun launched by ai16z became popular, the concept of 'investment DAO' began to be accepted—decentralized hedge funds managed by real people or AI agents that raise funds, generate returns, and return profits to DAO token holders.
On Base, a similar investment DAO is Daos.world.
Users can raise funds through the platform, easily start and manage their own DAO hedge funds, and trade through trustless smart contracts. In each DAO, the DAO manager raises ETH to launch the fund. The manager can freely trade and invest ETH as they wish.
At the same time, each DAO will also issue its own tokens, and holding DAO tokens corresponds to ‘fund shares’, which will later share the investment returns according to the shares.
In terms of trading targets, the product's homepage has clearly stated that these hedge funds are also related to Meme coins and AI.
Additionally, the early product of daos.world is based on the Base chain, with plans to gradually expand to ETH, Hyperliquid, etc., based on user demand.
Currently, there are 4 funds already online in daos.world, summarized as follows.
Note: The DAO tokens in the current daos.world ecosystem have experienced a round of collective decline; please be aware of the risks and DYOR.
1. DR3AM DAO: An AI-assisted investment fund targeting opportunities in the AI track
$FDREAM
X: @DR3AM_AI
CA:
0x0521AaA7C96E25afeE79FDd4f1Bb48F008aE4eac
Market Cap: 7M
DR3AM DAO is an AI-assisted investment fund targeting large, medium, and small AI opportunities. It is powered by proprietary datasets and algorithms from DREAM, combining human expertise with AI analysis to identify transformative projects across the crypto AI space.
However, from the current holdings of DR3AM, it is more focused on buying tokens from other investment DAOs, such as WAI and TRUST (which will be introduced later).
2. Alchemist Accelerate: Holdings only in BTC and ETH?
$ALCH (not the one on Solana, pay attention to recognition)
X: @ALCHDAO
CA:
0x2b0772BEa2757624287ffc7feB92D03aeAE6F12D
Market Cap: 1.2M
This DAO claims to invest in transformative projects, create educational resources in multiple languages, and provide guidance and connections to enhance the capabilities of the global community.
However, other than holding tokens from the brother DAO FDREAM next door, ALCHDAO actually holds the most in Bitcoin and Ethereum, which can only be said to be a very conservative investment style...
3. AicroStrategy: The on-chain clone of MicroStrategy, primarily buying cbBTC.
$AiSTR
X: @AicroStrategy
CA:
0x20ef84969f6d81Ff74AE4591c331858b20AD82CD
Market Cap: 4.2M
AicroStrategy is an AI hedge fund that will utilize its cbBTC holdings to maximize Bitcoin exposure. The raised funds will be used to purchase cbBTC, which will be deployed into carefully selected DeFi protocols to maximize security and leverage.
The initial plan for the project was to deposit into Aave, borrow USDC, purchase more cbBTC, and then repeat the process. The AI algorithm would determine the optimal leverage for executing the plan.
The DAO's holdings indeed reflect that it only buys cbBTC, but it buys more of the brother DAO $FDREAM's tokens.
4. Alameda Research V2: Plays on the FTX bankruptcy meme, one of the most diversified AI token purchases.
$AR
X: @AlamedaV2DAO
CA:
0x3e43cB385A6925986e7ea0f0dcdAEc06673d4e10
Market Cap: 1.5M
From the name and logo, one can see a strong sense of irony and humor, obviously paying tribute to the FTX bankruptcy incident and the related Alameda Research associated with SBF and his girlfriend.
The introduction of the DAO is also quite interesting: 'V2 is a leading trading company operated from SBF's cell... We trade thousands of digital asset products using in-house developed technology and deep expertise in crypto.'
From the fund holdings, it is indeed the most diversified one among several DAOs, basically including all the popular AI-related tokens on Base.
wai combinator: The on-chain version of Y Combinator pun, an AI project incubator on Base
$WAI
X: @wai_combinator
CA:
0x6112b8714221bBd96AE0A0032A683E38B475d06C
Market Cap: 17M
WAI Combinator is also a project built on the Virtuals protocol but is more inclined toward investment incubation.
Its core positioning is as an experimental 'Agent + Human' investment DAO organization, aimed at making investment decisions by combining AI agents and human expertise to create value for token holders.
From the name, WAI clearly pays homage to the well-known tech incubator Y Combinator, and its business is similar, but the projects incubated are all in the on-chain Base ecosystem, especially early projects in the Virtuals that are still in the Bonding Curve phase.
Its asset management scale grew from $50,000 to over $700,000 in less than two weeks, and the portfolio value has started to rise significantly (currently $500,000). At the same time, the project is continuously deploying new investments through the 'Velocity' program, and you can keep an eye on the projects it favors.
WAI has also announced its asset management address (click here), and interested players can track it.
Similarly, holding WAI tokens also allows sharing of the returns from the investment fund of the organization, just like other investment DAOs. However, WAI Combinator has even more business to do compared to the investment DAOs mentioned above, such as:
Providing AI technical support and integration, assisting projects in optimizing decision-making processes; helping projects connect to the Virtuals ecosystem to promote collaboration and resource sharing among projects.
So it acts more like a strategic investment + listing project incubator role, rather than simply making investments.
Note: Similar investment DAO projects like WAI include Vader AI, which are often compared by KOLs.
$VADER
CA:
0x731814e491571A2e9eE3c5b1F7f3b962eE8f4870
trustmebrosfun: Incubated by WAI Combinator, a new token $DATDAO is about to be released
$TRUST
X: @trustmebrosfun
CA:
0xC841b4eaD3F70bE99472FFdB88E5c3C7aF6A481a
Market Cap: 12M
The WAI Combinator mentioned above has successfully incubated a project called trustmebrosfun, which operates on the Base chain. The name is derived from the commonly used meme in the cryptocurrency community, 'Trust me bro', sarcastically emphasizing the trust issues in the crypto market.
The existing token of the project is $TRUST, which is both a meme and corresponds to the social media AI Agent of trust.
However, the focus is on its founder @Degen__Ape__ recently releasing the DATDAO white paper based on trustmebrosfun, which is defined as an innovative decentralized autonomous organization dedicated to investing in other tokens and PVP airdrop mining on Hyperliquid.
DATDAO is about to release its own token $DATDAO, and to obtain the whitelist for this token, one must hold at least 100K TRUST tokens in the public offering round, corresponding to a distribution of $DATDAO worth 1 ETH, with a personal limit of 5 ETH.
More rules can be referenced from the original post by the founder.
How is DATDAO's investment level, whether there are returns, and whether there are too many investment DAOs on the market are questions to set aside for now. From the token design perspective, to participate in DATDAO, one must hold TRUST; in the short term, this may create a certain demand for TRUST.
sekoia_virtuals: The on-chain version of Sequoia Capital
$ SEKOIA
X: @sekoia_virtuals
CA:
0x1185cB5122Edad199BdBC0cbd7a0457E448f23c7
Market Cap: 60M
This project is also on Virtuals, but I have categorized it under investment DAO or on-chain fund.
SEKOIA's goal is to create the best-performing on-chain venture capital agent. The project's X adopts a semi-automated, semi-manual AI posting method, claiming that it hopes to surpass traditional companies to achieve better results.
From the name, it is obviously paying tribute to Sequoia, i.e., Sequoia Capital.
The project token has been relatively stable in price compared to the aforementioned investment DAOs during the recent downturn in the cryptocurrency market; the reason may be that the fund invested in another AI Agent token called $VOLTX, which has performed well and is favored by the market.
According to the information displayed on the official website, on-chain Sequoia's investment level is quite good, with realized profits being 15 times its total investment.
AI Agent Launchpad
CreatorBid -- A new launchpad integrating Bittensor and Autonolas capabilities
Some capital benefiting from the rise of Virtuals will inevitably have spillover effects, seeking more distinctive small ecosystems within Base.
Among them, CreatorBid is undoubtedly an essential part. Its greatest feature lies in integrating with Bittensor's subnets and Olas, bringing significant practicality to its ecosystem, especially through the upcoming Mech Marketplace from Olas.
In simple terms, Olas's Mech Marketplace works like an 'Agent Market', where agents can autonomously acquire new skills, tools, and workflows—expanding their capabilities in real time. This technology allows CreatorBid to meet the growing demand for agents focused on predictive workflows, trading, payment automation, and more.
Thus, you can understand CreatorBid as a creation platform that combines blockchain and AI technologies, providing support for AI model building and deployment for content creators, along with providing non-custodial platform services.
Technically, it collaborates with GPU networks of io.net and Aethir for AI model scaling; simultaneously utilizes Bittensor's subnet capabilities and Olas's Agent marketplace capabilities to jointly build its own platform.
As the platform's token $BID has not yet undergone TGE, but 70+ Agents have already been built within it, we can focus on the following three projects and related tokens in the ecosystem.
1. draiftking: Using machine learning to analyze soccer matches and guide sports betting.
$DKING
X: @draiftking
Market Cap: 32M
CA:
0x57eDc3F1fd42c0D48230e964b1C5184B9c89B2ed
The project is developed by @webuildscore, utilizing machine learning to analyze large amounts of data, such as player positions, matchups, performance status, etc., to quickly identify inefficiencies in the sports betting market and place profitable bets.
Behind the project, the CEO is a member of @crunchDAO, a top machine learning community, and team members have rich experience in sports analysis and gambling markets.
Here, it is important to mention CrunchDAO, which is a mature elite machine learning community overseas (over 7,000 data scientists - over 700 PhDs), developing Alpha insights through its collective intelligence network.
At the same time, this AI agent relies on the TAO network, and based on the ScoreVision subnet (SN44), it can significantly reduce computing costs, meaning ScoreVision and draftKings have a certain technological moat in competition.
For more detailed content, please refer to the detailed analysis post by well-known Alpha blogger @SmallCapScience.
2. Eolas: A tool providing enhanced capabilities for AI agents on the CreatorBid platform
$EOLAS
X: @Eolas_AI
Market Cap: 7.6M
CA:
0xF878e27aFB649744EEC3c5c0d03bc9335703CFE3
Eolas is a tool system focused on providing enhanced capabilities for AI agents on the CreatorBid platform and is the first agent to utilize Autonolas's capabilities on the platform.
In simple terms, Eolas's main advantage is that it makes advanced features, which were originally only available to a few elite AI agents (like @aixbt_agent), accessible to everyone, thus enhancing the overall capability of the CreatorBid ecosystem.
Its main function is to provide advanced tools and features for AI agents on CreatorBid. Eolas utilizes Autonolas's Olas Mechs technology to develop and distribute these tools.
Among them, Olas Mech is a core technology in the Autonolas network, essentially a blockchain-based AI service marketplace. This technology allows AI agents (referred to as Mechs) to provide AI services to other agents or applications via blockchain.
Returning to Eolas, the core idea of this system is to create and share AI tools in a decentralized manner. Eolas claims that this method can enhance the capability level of the entire CreatorBid ecosystem. It also includes an economic model to sustain the system's operation and development through tool usage fees and development rewards.
3. AION 5100: A predictive Agent based on the Bittensor subnet
$AION
X: @aion5100
Market Cap: 40M
CA:
0xfc48314ad4ad5bd36a84e8307b86a68a01d95d9c
AION 5100 is an AI Agent project developed by CreatorBid that runs on the Bittensor network, with its core function being to provide self-improving predictive services on Bittensor's prediction subnet (Subnet 6).
The project uses TAO tokens as underlying support. Although this AI Agent attracts attention through a mystical marketing approach of 'AI from the future', it is essentially an application project focused on AI prediction capabilities, more applicable to predicting financial and market trends.
It is worth mentioning that the project's official website is quite interesting, featuring a delicate computer where clicking different buttons prompts different functions being prepared. However, the website currently lacks substantial content and features, leaning more towards marketing and expression of intent.
As for what AION5000 can specifically predict, there is no particularly obvious content; the Agent account on X is currently playing with abstract self-talk that does not point to specific predictions, and its subsequent performance will need further observation.
Airdrop and Beta opportunities: native tokens $BID, $TAO, and $OLAS
In addition to holding different Agent tokens, the platform's native token $BID has not yet undergone TGE. Therefore, a potential opportunity is to lock the Agent tokens purchased on Creator.Bid to earn daily points distributed by the platform; these points can later be exchanged for $BID at a certain ratio.
Beta-related opportunities:
TAO: Some projects benefit from Bittensor's subnet, which is somewhat favorable.
OLAS: Since CreatorBid integrates Autonolas's Mech capabilities, OLAS itself may also benefit after this platform gains popularity.
Loomlay -- Building AI Agents in a no-code environment
$LAY
X: @loomlayai
CA:
0xb89d354ad1b0d95a48b3de4607f75a8cd710c1ba
Market Cap: 130M
Loomlay is also an innovative platform that integrates AI agent collaboration with Web3 technology.
The platform aims to simplify the creation and deployment process of AI agents, allowing more users to participate in AI application development through a no-code environment.
Loomlay agents consist of three core components—models, plugins, and workflows, which together create a fully functional AI system.
In terms of agent construction systems, Loomlay adopts an intuitive visual interface, allowing users to define the capabilities and goals of AI agents through simple configurations. The system integrates ERC4337 wallet functionality to support the autonomous operation of agents.
The platform's plugin ecosystem greatly expands the application range of agents. By integrating different types of plugins, AI agents can perform a variety of tasks from market analysis to content creation. This modular design allows agents to flexibly adjust their function combinations based on actual needs.
On the collaboration level, Loomlay has established a complete AI agent collaboration network. The platform supports pairing agents with different expertise, such as combining market analysis agents with trading agents or connecting research agents with content creation agents, thus achieving collaborative handling of complex tasks.
The platform's native token $LAY adopts a carefully designed deflationary mechanism.
In token trading on Uniswap V3, 1% of the daily sell amount will be used for token burning. Additionally, 20% of the $LAY payment amount in market trading will be permanently removed from circulation.
It is worth mentioning that Loomlay is relatively new. The platform launched on December 31, and within a week has already created over 500 agents, more than 70 of which already have tokens.
However, due to still being in the early stages, the Agent tokens have not significantly emerged, and we will continue to observe further.
More directions, identifying gaps
The editors' energy is also quite limited, and the above cannot cover all AI Agent projects in the entire Base ecosystem.
For more information, you can refer to a chart from well-known blogger @sandraaleow to group and integrate directions, understanding in which directions the AI projects in the current Base ecosystem are developing.
At the same time, there are also some projects that have not issued tokens or have migrated their old business to Base, which can be referred to in the table below.
Figure: Original post from @davidtsocy, organized by ShenChao TechFlow
It is important to remind that the risks in the AI Agent craze cannot be ignored, and it is worth questioning whether many projects truly possess AI capabilities behind them. The projects listed in this article do not constitute any investment advice; please DYOR.
The above text is just a starting point, and I hope everyone can find more of their own Alpha.
