The AI Agent market continues to develop, with DeFAI, game agents, and investment DAOs becoming emerging hotspots. This article is based on a piece by Sandra, organized and translated by BlockBeats. (Background: The AI Agent craze boosts Solana, with SOL Layer2 emerging projects attracting market attention) (Supplementary background: AI Agent investment review: hundredfold opportunities are not absent, but lack of decisive action) Currently, mentions of agents have reached a historic high, indicating that more and more people believe that agents are not just a temporary craze but a transformative force with the potential to disrupt multiple industries and change our daily lives. Jensen Huang mentioned in his keynote speech at CES 2025: "AI agents have the potential to become a multi-trillion-dollar industry." However, how all of this will develop remains uncertain—many agents are labeled as "exploitative" or "temporary." Considering the innovative nature of the agent field, this is understandable. While some teams are building for the long-term vision, others are seizing short-term opportunities. According to CoinGecko's agent category, the total market capitalization of agents has reached 15.5 billion dollars today. The attention on AI topics reached 70% for the first time this week (kaitoai). Trends in external attention towards agents Kaito Pro paid features Definition: agent attention = frequency of external mentions of the token / stock code Attention is widely considered a key indicator of agent performance, as in the crypto space, attention is everything. Overall attention distribution – heatmap (past 7 days): AIXBT continues to dominate, holding over 33% of total attention for AI agent tokens, followed closely by AI16Z and Fartcoin, rounding out the top three. Eliza and Zerebro are in the mid-range (both over 5%). Virtual also maintains a significant share (5.25%). Observations and conclusions (based on 7-day and 30-day attention changes) 1. AIXBT still leads Rising from 27.5% over 30 days to 33% over 7 days, AIXBT maintains the highest attention among all agent tokens. AIXBT's advantage over other agent tokens lies in its distribution capability. Continuously updated content, frequent influencer interactions, and extensive exposure keep it far ahead of peers. Despite AIXBT still holding the top spot, its attention has decreased compared to other agent tokens. 2. AI16Z gains momentum In the past 7 days, AI16Z's attention surged from 7.9% to around 12%. AI16Z is consolidating its market leadership in the agent infrastructure space. One of the main drivers of success is its open-source framework Eliza, which is now the most starred repository on GitHub. Discussions about open-source frameworks versus closed-source / one-click deployment frameworks are becoming increasingly heated, and this topic is expected to continue evolving. Recently, AI16Z has collaborated with projects like Hyperfy, focusing on open-source metaverse infrastructure, allowing for world-building without permissions under built-in agents. Future catalysts include their Launchpad platform, which will facilitate the deployment of new projects on the Eliza framework. Although the Launchpad space is relatively crowded, the attention garnered by Eliza through its open-source framework and the brand influence it has built indicate that adoption rates will continue to accelerate. 3. Fartcoin, Bully, and Luna decline These tokens saw attention below the 30-day average over the past 7 days. The general observation is that "personalized" agents faced some setbacks this week as the market shifted towards more practical agents. Clearly, the market is somewhat fatigued with purely "reply-type" agents, as the outputs provided by these agents are very similar (with almost no differentiation), leading them to gradually lose relevance. 4. Eliza & Virtual rise Eliza's attention increased from 5.1% to around 6%, while Virtual rose from 4.0% to around 5.25%. Despite the recent market decline, Eliza and Virtual continue to see steady growth in attention. In recent weeks, Virtual has made significant progress in both price and attention. 5. Zerebro remains stable Over the two time periods, Zerebro's attention stabilized at around 6%. Tokens with attention growth over the past 7 days include Orbit, ACT, HAT, Turbo, and VVAifu, all recording attention increases. ACT = ACT has introduced a new top-tier tech development team and Chief Technology Officer (CTO), established the ACT DAO for investment, released public code repositories, and launched new funding processes. Integrations have been made with leading AI teams in Web2 and Web3, collaborating with Gnon to develop Echo Chambers—a decentralized agent-to-agent communication network. Orbit = Orbit is a platform integrating AI agents with decentralized finance (DeFi) ecosystems, supporting over 100 blockchains. The token GRIFT powers the platform and is considered a leading product in the DeFAI space. HAT = HAT has integrated with Binance Alpha, increasing its exposure in the crypto community. Top Hat AI behind HAT is upgrading to Version 2, enhancing its AI infrastructure platform, offering more customization and open-source features, attracting more high-level developers. Its token economics have been updated to introduce token permission features and a deflationary model, enhancing the utility and value of the token. Trends in the agent KOL field A freely accessible Yapper leaderboard. agentKOL attention = measures the degree of "intelligent interaction" of agents on Twitter, focusing on meaningful interactions (likes, retweets, replies) from key influencers or high-value accounts. Top agentKOL attention growth list over the past 7 days: Thales ai virtuals io s8n centienceio CryptoEternalAI MinetardAI bossu online Vader AI AimonicaBrands agent attention (external mentions) vs. agent interactions Observation 1: Both external mentions and interactions of AIXBT have decreased. Discussions around AIXBT agents have noticeably diminished, especially with its high-cost terminal access (requiring about 200-300K AIXBT ...

#DAO