Author: Nan Zhi, Odaily Planet Daily
In the article released on December 19 (VIRTUAL market value reached $3 billion, what stories are AI projects within the ecosystem telling?), we summarized the narratives behind the projects with millions of dollars in market value within the Virtuals Protocol ecosystem, concluding that the most mainstream direction at that time was 'AIXBT across various fields', including AIXBT in Web3 games and NFTs.
In the article from the day before yesterday (A look at six new head AI projects, what concepts are hot in the market?), it can be seen that the mainstream AI project direction on Solana has shifted from AI Meme to 'AI development tools, frameworks', as well as applications of AI in fields outside of Crypto, such as paper review, event prediction, etc.
Today, the VIRTUAL market value has reached $5 billion, opening the ceiling of market value while the lower limit has also risen correspondingly (reflected in the significant increase in tokens with market values above $10 million). What mainstream narratives are currently most popular in the market? We will summarize and recount in this article.
aixCB
Data aspect
Highest market value of $120 million, current market value of $110 million. (Current actual circulation is 50%, with the remaining tokens gradually unlocking after one year.)
What problem does aixCB aim to solve?
aixCB believes that startup projects face a series of challenges in initiation and growth:
Limited early funding: Early-stage AI, AI Agent, and DeSci projects often struggle to secure sufficient startup funding, limiting their launch and initial development.
Resource gap: Project founders generally lack guidance from industry veterans and effective marketing support.
Lack of exposure: Highly promising projects struggle to gain sufficient visibility, making it difficult to attract users and investors, hindering promotion and acceptance of the project.
Centralized obstacles: Traditional investment models have created many bottlenecks in the rapidly evolving fields of AI and DeSci, limiting open collaboration and innovation.
How does aixCB want to solve this?
Provide strategic funding: Invest strategic funds in potentially high-growth projects to give them the capital needed to bring ideas to fruition.
Provide expert guidance: Leverage a vast network of industry leaders and successful founders to offer comprehensive guidance and support for projects.
Utilize AI assistance: Use AI investment agents to provide customized insights for projects.
Special design
Subprojects need to pair with AIXCB to form liquidity pools, aimed at reducing circulation and enhancing liquidity.
Tokens can earn passive income from staking pools.
Risk warning
aixCB claims to have over ten years of experience in blockchain and possesses strong resources, but currently, there are no actual projects on the ground, yet it has risen to $100 million, showing obvious signs of market manipulation.
TAOCat
Data aspect
Highest market value of $53 million, current market value of $43 million.
Project business
Jointly launched by Masa and Virtuals Protocol, based on multiple Bittensor AI infrastructures, including one of the Bittensor subnets Masa Bittensor Subnet 42, which is used to obtain X platform tweet data in real-time and improve the model; Bittensor Subnet 19 is used to enhance AI personalization performance, etc.
Masa is a decentralized network focused on user personal data, having raised a total of $17.65 million. Both TAOCat and Virtuals Protocol have officially proven their strong backgrounds.
Additionally, it is worth noting that TAOCat has clearly planned a massive collective promotion by KOLs, and readers can refer to the official account for the batch retweets on December 31. (Based on the author's subjective judgment, this batch of KOLs belongs to a high-quality type, but there has been no obvious reaction in terms of token price.)
Neurobro
Data aspect
Highest market value of $43 million, current market value of $41 million. The team publicly holds 10% of the tokens, with 6 wallets that have no purchase records holding 30.6% of the tokens.
AI Introduction
Insights based on AI sharing are currently available on platforms like X, TikTok, Instagram, etc.
Freya
Data aspect
Highest market value of $55 million, current market value of $34.4 million.
Project business
Freya is first an AI character and IP in the game 'Starfall Chronicles'. The game manual mentions that the Freya token will become a utility token for the game, but details have not been disclosed.
Starfall Chronicles is an AI-driven Roguelike RPG game produced by Rosentica, set to launch on Immutable.
Gekko AI
Data aspect
Highest market value of $39 million, current market value of $30 million.
Project business
Gekko AI is launched by Axal, whose flagship product is the AI-based trading assistant Autopilot. After users set a series of parameters, the AI automatically executes trades for them. Gekko AI is the version of Autopilot released on the Virtuals Protocol.
Gekko AI itself is not particularly impressive; the key lies in the developer Axal, which completed a $2.5 million seed round on October 31, 2024, led by CMT Digital, with participation from a16z.
H4CK Terminal
Data aspect
Highest market value of $27 million, current market value of $23 million.
Project business
H4CK Terminal is a white-hat AI Agent that continuously scans for contract vulnerabilities and competes on bounty platforms like ImmuneFi and Sherlock for rewards. Additionally, community members can proactively interact with H4CK Terminal to analyze and share potential vulnerabilities, earning 50% of the bounty for identified vulnerabilities.
Related tools
The tools mentioned in the previous article include: BananaGun and Maestro, which allow direct purchasing of tokens with ETH on the internal market; GMGN, a token and address information tool; and UniversalX, which supports other ecosystem users in purchasing Base ecosystem tokens with SOL and other tokens.
A new coin information push channel launched by the project Virtu on Virtuals. After users join the official TG, they can view two channels, 'New tokens!' and 'New Red Pills', the former will push all Virtuals tokens, while the latter will only report those tokens that have completed internal launches. There is also the 'Rug Alerts' channel that pushes dev selling information, but its value is limited.
Angle analysis tool Find Angle can search tweets and summarize the concepts behind tokens based on user-input contracts on platform X, including but not limited to Virtuals Protocol ecosystem tokens. Anyone with public information can summarize and analyze, but the quality of the output depends on the accuracy and comprehensiveness of the public information.
