Autor original: Nan Zhi, Odaily
Reimpresso: Lawrence, Mars Finance
Em 17 de dezembro, o token do protocolo Virtuals Protocol VIRTUAL ultrapassou 3 USDT e seu valor de mercado atingiu US$ 3 bilhões. Entre os tokens mencionados na Interpretação Narrativa de Solana AI da semana anterior (ARC acelera 30 milhões de valor de mercado, entenda a narrativa de novos tokens de IA em um artigo), o tipo “fazendo”, ou IA com produtos e aplicações reais, viu o crescimento mais rápido.
Vader AI
Plano de dados
Valor máximo de mercado: US$ 55 milhões, valor de mercado atual: US$ 28,4 milhões.
Que problema o VaderAI está tentando resolver?
VaderAI destacou que o AI Agent evoluiu para um novo nível e é capaz de realizar tarefas complexas de forma autônoma. Mais especificamente, a VaderAI acredita que os Agentes de IA podem gerar renda por meio de IP (na verdade, monetizando a influência KOL) ou engajando-se em especulação financeira. A VaderAI propôs seis aplicações potenciais: fundos de hedge independentes, instituições KOL baseadas em Agentes de IA e operações de arbitragem em cadeia, jogos. Guildas de NPCs, soluções de suporte ao cliente, videogames e produção de conteúdo de entretenimento.
What is VaderAI doing?
· Autonomous Trading AI: Currently, VaderAI itself is an AI Agent capable of trading AI Agent tokens autonomously. The white paper states that more Investment DAOs will be opened in the future, each managed by an AI Agent for investment management, sharing 20% of the fees with VaderAI. (Currently, this module has not been implemented, and no actual purchase operations have been conducted; official form data is 'N/A'.)
· AI KOL: VaderAI interacts with the cryptocurrency community through tweets, comments, quotes, and retweets by autonomously managing its account on platform X. Currently, the content published by VaderAI includes AI Agent token indices, hot token reports, and token anomalies, among other aspects.
Token Staking
Staking tokens are a prerequisite for participating in the Investment DAO, allowing investment of 1 SOL for every 100,000 VADER staked. Additionally, it may become a standard for airdrops of other tokens in the VaderAI ecosystem.
Convo
Although this token ranks high in trading volume, market cap, and number of addresses, it carries significant risks, and this section is only for informational purposes and reference.
Data Surface
Market cap of 29 million USD, current market cap of 21.2 million USD.
AI Introduction
According to the token introduction on the Virtuals page: 'Prefrontal Cortex Convo aims to conduct meaningful dynamic conversations. It integrates perception, long-term memory, and decision-making abilities to provide personalized and context-aware responses. Unlike traditional Agents, it consciously decides how to respond, can engage in deep conversations, retain information across sessions, and make autonomous decisions. Currently, it supports over 200 Agents and has handled more than 1 million requests in the first two months.'
Risk Warning
Apart from this introduction, the AI has no official Twitter, white paper, or other credible official endorsements, and most transaction addresses are bots.
sekoia
Data Surface
Market cap of 55 million USD, current market cap of 19.1 million USD.
Project Business
sekoia points out that traditional venture capital relies on a few unicorn investments for returns, while sekoia will establish an AI-based VC system to create value through numerous small but predictable returns.
Projects seeking investment can submit automatically through a Telegram system, where developers provide Agent information, and the evaluation engine collects multidimensional performance data. If standards are met, smart contracts automatically execute investment transactions and deploy resources.
The author attempted to submit the SEKOIA white paper to its 'Telegram automated submission system' this Tuesday, but has not received any response yet.
Seraph
Data Surface
Market cap of 55 million USD, current market cap of 13.9 million USD.
Project Business
· AI Evaluation System: Generates metrics such as trust scores and AI scores to help assess the credibility of Agent content and the extent of human generation.
· Multidimensional Evaluation Method: The evaluation of AI Agents comes from Bittensor (visiting specific subnets to judge the likelihood of AI-generated content), Kaito (gathering facts, insights, and sentiment analysis), user interaction data (optimizing scoring algorithms and Agent behavior), and other data integration for a comprehensive evaluation.
· Modular Improvements: Adopts a modular design, allowing components to be independently updated, replaced, or expanded, evolving with the development of data sources and the Agent ecosystem. It allows developers and community members to improve scoring criteria, incorporate new data, and adjust parameters, enhancing the scoring algorithm as Agent behavior evolves.
Agent YP
Data Surface
Market cap of 55 million USD, current market cap of 9.8 million USD.
Project Business
Agent YP is an autonomous AI agent focusing on Web3 gaming created by @yellowpantherx. Based on the latest market news and data, Agent YP aims to provide the fastest and most accurate game content, becoming the 'AIXBT' of Web3 gaming.
(Note: YellowPanther previously focused on game content creation, with other main identities including advisor for Virtuals Protocol, ambassador for Mocaverse and Xai, etc.)
nftxbt
Data Surface
Market cap of 55 million USD, current market cap of 7.8 million USD.
Project Business
· Project Purpose: Imitate @aixbt_agent and become an Agent that provides broad assistance in the NFT and digital art fields.
· Data Sources: Main market platforms including Ethereum (including L2s like @Base), Solana, Bitcoin, and Tezos.
Related Tools
In terms of data checking and monitoring, GMGN is still recommended, as GMGN provides a more comprehensive display for traders, holders, and historical data, being friendlier and more efficient compared to the native data interface of Virtuals.
On the other hand, the number of tokens on Virtuals is much fewer than on Solana, and the proportion of 'conspiracy' tokens is higher, so users have more time and necessity to monitor and conduct associated reviews of front-row addresses.
For users who have not yet or have had little exposure to Virtuals and the Base ecosystem, there are two pain points: VIRTUALS are too expensive and ETH is too expensive, especially since the former is the essential token for internal market purchases.
In response, some Telegram Bots added the function of directly buying ETH in the internal market at the beginning of December, including BananaGun and Maestro, where the principle is that the Bot replaces the user in the transaction process to convert ETH into an equivalent amount of VIRTUALS.
For users focusing on the Sol ecosystem who previously did not hold ETH and do not want to buy it currently, the corresponding universal tool on the market is UniversalX, which allows users to directly use SOL and other tokens to purchase Base ecosystem tokens, based on the chain abstraction technology of Particle.
