Autor original: Deep Chao TechFlow
Prefácio
Todo mundo diz que o AI Agent é bom e o ecossistema Solana é um tesouro.
Mas além de Solana, a Base também é um dos berços dessa mania. Não se esqueça que o valor de mercado dos Virtuais é superior ao do ai16z.
Além disso, uma das razões pelas quais todo mundo gosta do ecossistema Base é que seu nível de PVP não é tão alto quanto o de Solana, e você pode encontrar muitos tesouros bons nele, no entanto, devido à dispersão de informações, a visibilidade relativamente baixa de. algumas partes e encapsulamento de informações, etc. Não é tão fácil aproveitar oportunidades na Base.
Além dos tokens gerados em torno do Virtuals e do Clanker nos últimos meses, bem como do desconhecido AIXBT, que outros projetos estão atualmente na Base que você pode ter perdido?
The editors decided to embark on a treasure hunt to find more AI Agent-related projects on Base, attempting to restore the overall picture of opportunities within the ecosystem.
According to different development directions and themes, we will summarize some recently eye-catching projects as follows for everyone's reference.
Rising stars in Virtuals
In addition to AIXBT and the GAME framework, there are also many potential projects in the Virtuals ecosystem with market caps below 100 M, which have performed brilliantly in recent months, some of which are worth paying attention to as follows.
TAO CAT: AI Agent created by Bittensor + Masa
$TAOCAT
CA:
0x7a5f5ccd46ebd7ac30615836d988ca3bd57412b3
Market Cap: 44 M
Well-known AI projects Masa and Bittensor have strong backgrounds and resources.
As a native AI agent in the Bittensor ecosystem, TAOCAT is directly built on top of Bittensor's subnet:
SN 42: For superintelligent real-time data.
SN 19: LLM/inference, advanced language capabilities.
Functionally, TAOCAT can process and analyze real-time social data, interpreting and making decisions using AI technology, providing market insights and analysis.
Recently, some noteworthy developments include: Binance Alpha launching; TAOCAT 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: 17 M
Polytrader helps make more informed, data-driven decisions on Polytrader by analyzing market sentiment and providing actionable insights.
You can let Polytrader analyze popular topics on social platforms, and then place bets on the direction of a specific event, essentially predicting the role of a market advisor, which is a vertical direction and fits the characteristics of the previously popular Polymarket platform.
In practical use, a certain amount of POLY tokens needs to be held to access all the features of the project, which also gives the token a certain utility.
During certain major events, POLY may benefit not only from the AI narrative but also from the events themselves.
Acolyte: An oracle for AI Agents
X: @AcolytAI
CA:
0x79dacb99A8698052a9898E81Fdf883c29efb93cb
Market Cap: 37 M
Acolyt provides reliable research and engineering data through infrastructure, offering 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, 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 probability outcomes for any project, even before the project launches.
Freya: The combination of AI Agents and games
$Freya
X: @Freya_Starfall
CA:
0xF04D220b8136E2d3d4BE08081Dbb565c3c302FfD
Market Cap: 14 M
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 considered one representative. The token is backed by the well-known Japanese game Starfall Chronicles (which utilizes technology support provided by Immutable), allowing the use of AI capabilities in the game to enrich character interactions.
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 launched this token; on January 6, the developers behind the game also participated in the AI16Z Japan meetup to discuss the freedom and future roadmap achieved by Freya through elizaTEE.
DeFAI
The so-called DeFAI refers to using AI capabilities in DeFi to optimize multiple stages before, during, and after DeFi transactions, which has been one of the focal directions in recent social media discussions.
For more insights on this track, see previous articles: ('The trend of AI+DeFi has emerged, these DeFAI projects are worth your attention')
Kudai: A DeFAI agent created by the GMX community
$kudai
X: @Kudai_IO
CA:
0x288F4Eb27400fA220d14b864259Ad1B7f77C1594
Market Cap: 19 M
Kudai is an AI agent born from the GMX Blueberry Club community and built using the well-known framework @EmpyrealSDK, providing an experience that integrates community-driven spirit, DeFi, AI, and innovative features.
It should be noted that Kudai has only released its own token, and many capabilities have yet to take shape; however, in the recently released white paper, it mentioned that later Kudai will purchase and stake GMX to provide more income sources and invest in GMX's GM pool to further enhance returns.
The ideal goal planned by the project is for Kudai to automatically run different strategies (leveraged trading, arbitrage, negative yield farming, etc.) on GMX V2, sharing positions, profits, and losses in real-time.
There is a bit of a GMX AI mascot vibe, but more features have yet to be implemented.
AI Agent Framework
REI: A new framework for efficient collaboration between blockchain and AI
X: @ReiNetwork 0x
CA:
0x6B2504A03ca4D43d0D73776F6aD46dAb2F2a4cFD
Market Cap: 104 M
Rei Network is a core framework layer dedicated to maximizing the integration capabilities of AI and blockchain.
It achieves a key goal through a three-layer architecture: allowing AI to not be constrained by blockchain technology while enabling low-cost data verification and storage on-chain. The uniqueness of Rei lies in its ability to convert the probabilistic outputs of AI into deterministic, verifiable data structures.
Rei was the first project to adopt this method, quickly establishing its leading position due to its first-mover advantage.
The technical details of framework projects will not be repeated. The market generally believes that one benefit of REI is:
Separating blockchain and AI design instead of forcing them to integrate; it is a logic of collaboration rather than fusion.
Currently, some AI Agents based on the Rei framework are also gradually emerging, and due to space limitations, they are not listed here. Detailed analysis can be seen: (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
Following the rise of the decentralized fund management platform Daos.fun launched by ai16z, the concept of 'investing DAO' has begun to be accepted - decentralized hedge funds managed by real people or AI agents that raise funds, generate returns, and distribute profits to DAO token holders.
On Base, a similar investment DAO is Daos.world.
Users can raise funds through this platform to easily start and manage their own DAO hedge funds and trade through trustless smart contracts. In each DAO, the DAO manager raises ETH to start the fund. Managers 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 of the fund according to the shares.
Regarding trading targets, the product's homepage has clearly stated that these hedge funds are also related to meme coins and AI.
Moreover, the early product of daos.world is currently based on the Base chain, with plans to gradually expand to ETH, Hyperliquid, etc. based on user demand.
Currently, there are 4 funds that have launched in daos.world, as summarized below.
Note: The DAO tokens in the current ecosystem of daos.world have experienced a collective decline, please pay attention to risks and DYOR.
1.DR 3A M DAO: AI-assisted investment fund targeting AI track opportunities
$FDREAM
X: @DR 3A M_AI
CA:
0x0521AaA7C96E25afeE79FDd4f1Bb48F008aE4eac
Market Cap: 7 M
DR 3A M DAO is an AI-assisted investment fund targeting large, medium, and small AI opportunities. It is powered by DREAM's proprietary datasets and algorithms, combining human expertise with AI analysis to identify transformative projects across the crypto AI space.
However, from the current holdings of DR 3A M, it is more about buying tokens from other investment DAOs, such as WAI and TRUST (which will be introduced later).
2.Alchemist Accelerate: Holding only BTC and ETH?
$ALCH (not the one on Solana, please recognize)
X: @ALCHDAO
CA:
0x2b0772BEa2757624287ffc7feB92D03aeAE6F12D
Market Cap: 1.2 M
The DAO claims to invest in transformative projects, creating educational resources in multiple languages and providing guidance and connections to enhance the capabilities of the global community.
However, besides holding the token of the neighboring brother DAO FDREAM, ALCHDAO actually holds the most Bitcoin and Ethereum, which can only be said to be a very conservative investment style...
3.AicroStrategy: On-chain clone of MicroStrategy, mainly buying cbBTC
$AiSTR
X: @AicroStrategy
CA:
0x20ef84969f6d81Ff74AE4591c331858b20AD82CD
Market Cap: 4.2 M
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 in carefully selected DeFi protocols to maximize security and leverage.
The initial plan of the project was to deposit into Aave, borrow USDC, purchase more cbBTC, and then repeat the process. The AI algorithm will determine the optimal leverage for executing the plan.
The DAO's holdings indeed reflect that it only buys cbBTC, but what it buys more is the token of the brother DAO $FDREAM.
4.Alameda Research V2: Playing the FTX bankruptcy joke, the one with the most diversified AI tokens purchased
$AR
X: @AlamedaV 2D AO
CA:
0x3e43cB385A6925986e7ea0f0dcdAEc06673d4e10
Market Cap: 1.5 M
From the name and logo, a strong sense of irony and humor can be seen, clearly paying tribute to the FTX bankruptcy incident, as well as the related SBF and girlfriend of Alameda Research.
The introduction of the DAO is also quite interesting: 'V2 is a leading trading company operated from SBF's cell... We use internally developed technologies and the team's deep expertise in cryptocurrency to trade thousands of digital asset products.
From the perspective of fund holdings, it is indeed the most diversified one with the most purchases among several DAOs, basically including popular AI-related tokens on Base.
wai combinator: An on-chain version of Y Combinator with a phonetic pun, an AI project incubator on Base
$WAI
X: @wai_combinator
CA:
0x6112b8714221bBd96AE0A0032A683E38B475d06C
Market Cap: 17 M
WAI Combinator is actually a project built on the Virtuals protocol, but it leans more towards 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 is clearly paying tribute to the well-known tech incubator Y Combinator, and its business is similar, but the projects incubated are all on-chain in the Base ecosystem, especially early projects in the Bonding Curve stage within Virtuals.
Its asset management scale increased from 50,000 to over 700,000 US dollars in less than two weeks, and the value of the investment portfolio has begun to rise significantly (currently 500,000 US dollars). At the same time, the project is continuously deploying new investments through the 'Velocity' program, with ongoing attention to projects that gain its favor.
$WAI has also announced its asset management address (click here), interested players can track it.
Similarly, holding WAI tokens can also share the returns from the organization’s investment fund like other investment DAOs. However, WAI Combinator has more business to do compared to the aforementioned investment DAOs, such as:
Providing AI technical support and integration to help projects optimize decision-making processes; assisting projects in accessing the Virtuals ecosystem, promoting collaboration and resource sharing among projects, etc.
So, it is more like a role of strategic investment + listing project incubation, rather than just doing investments.
Note: Similar investment DAO projects like WAI are Vader AI, often compared by KOLs.
$VADER
CA:
0x731814e491571A2e9eE3c5b1F7f3b962eE8f4870
trustmebrosfun: Incubated by WAI Combinator, about to release new token $DATDAO
$TRUST
X: @trustmebrosfun
CA:
0xC841b4eaD3F70bE99472FFdB88E5c3C7aF6A481a
Market Cap: 12 M
The WAI Combinator mentioned above has successfully incubated a project called trustmebrosfun, which is an AI project running on the Base chain. The name comes from the common phrase 'Trust me bro' used in the cryptocurrency community, ironically emphasizing trust issues in the crypto market.
The token already in the project is $TRUST, which is both a meme and corresponds to the trust social media AI agent.
However, the key point is that its founder @Degen__Ape__ recently released a white paper for DATDAO 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, at least 100K TRUST tokens need to be held in the public offering round, corresponding to the allocation of $DATDAO worth 1 ETH, with an individual limit of 5 ETH.
More rules can be found in the founder's original post.
As for the investment level of DATDAO, whether it has returns, and whether the market needs so many investment DAOs, these issues can be set aside for now. From the design of this token, if you want to participate in DATDAO, you must hold TRUST, which may create some short-term buying demand for TRUST.
sekoia_virtuals: On-chain version of Sequoia Capital
$ SEKOIA
X: @sekoia_virtuals
CA:
0x1185cB5122Edad199BdBC0cbd7a0457E448f23c7
Market Cap: 60 M
The project is also on Virtuals, but the editor categorizes it as an investment DAO or on-chain fund.
SEKOIA aims to build the best-performing on-chain venture capital agent. The project adopts a semi-automated, semi-manual AI posting method, claiming to hope to surpass traditional companies for better results.
From the name, it is evidently paying tribute to Sequoia, i.e., Sequoia Capital.
The project token has remained relatively stable in price compared to the aforementioned investment DAOs during the recent downturn in the crypto market; the reason may be that this fund invested in another AI Agent token named $VOLTX, which has yielded excellent returns, gaining market favor.
From the information displayed on the official website, the investment level of the on-chain Sequoia seems quite good, achieving profits that are 15 times its total investment.
AI Agent Launchpad
CreatorBid -- A new launchpad integrating Bittensor and Autonolas capabilities
Some capital that benefited from the rise of Virtuals will inevitably have spillover effects, seeking smaller ecosystems with more characteristics in Base.
Among them, CreatorBid is an unavoidable link. Its biggest feature is the integration with the Bittensor subnet and Olas, bringing significant practicality to its ecosystem, especially through the upcoming Mech Marketplace from Olas.
In simple terms, Olas's Mech Marketplace is like an 'agent marketplace' 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, etc.
Therefore, you can understand Creatorbid as a creative platform that integrates blockchain and AI technologies, providing support for content creators to build and deploy AI models and offering non-custodial platform services.
Technically, it collaborates with the GPU networks of io.net and Aethir for AI model scaling; at the same time, it utilizes the subnet capabilities of Bittensor and the Agent market capabilities of Olas to jointly create its platform.
As the platform's token $BID has not yet undergone TGE, but over 70 Agents have already been built, we can focus on the following 3 projects and related tokens within the ecosystem.
1.draiftking: Analyzing football matches with machine learning to guide sports betting
$DKING
X: @draiftking
Market Cap: 32 M
CA:
0x57eDc3F1fd42c0D48230e964b1C5184B9c89B2ed
This project is developed by @webuildscore, utilizing machine learning to analyze large amounts of data such as player positions, match situations, and performance status to quickly identify inefficiencies in the sports betting market and place orders for profit.
Behind the project, the CEO is a member of @crunchDAO, a top-tier machine learning community, with team members having rich experience in sports analytics and the gambling market.
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, based on the ScoreVision subnet (SN 44), which can significantly reduce computational costs, meaning that ScoreVision and draftKings have a certain technical moat in competition.
For more detailed content, you can check out the detailed analysis post by well-known Alpha blogger @SmallCapScience.
2.Eolas: Tools enhancing the capabilities of AI agents on the CreatorBid platform
$EOLAS
X: @Eolas_AI
Market Cap: 7.6 M
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 capabilities on this platform.
Simply put, Eolas's main advantage is that it makes advanced features that were previously only available to a few elite AI agents (like @aixbt_agent) accessible to everyone, thereby enhancing the capability level of the entire CreatorBid ecosystem.
Its main functionality is to provide advanced tools and features for AI agents on CreatorBid. Eolas uses 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 market. This technology allows AI agents (called Mechs) to provide AI services to other agents or applications through blockchain.
Returning to Eolas, the core concept of this system is to create and share AI tools through a decentralized approach. Eolas claims that this method can enhance the capability level of the entire CreatorBid ecosystem. It also includes an economic model to sustain the operation and development of the system through tool usage fees and development rewards.
3.AION 5100: Prediction Agent based on Bittensor subnet
$AION
X: @aion 5100
Market Cap: 40 M
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 prediction services on Bittensor's prediction subnet (Subnet 6).
The project uses the TAO token as its underlying support. Although this AI Agent always attracts attention with a mystical marketing approach of 'AI from the future,' it is essentially an application project focused on AI predictive capabilities, more applicable in predicting financial and market trends.
It is worth mentioning that the project’s official website is quite interesting, featuring a sophisticated computer that prompts different functions as different buttons are clicked. However, the official website currently lacks substantial content and functionality, leaning more towards marketing and expression of intentions.
As for what AION 5000 can specifically predict, there are no particularly obvious contents, and the Agent account on X is currently playing abstract and non-specific self-talk, so its future performance still needs observation.
Airdrop and Beta opportunities: native token $BID, $TAO, and $OLAS
Besides 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 considered a favorable factor to some extent.
OLAS: Since Creatorbid has integrated Autonolas's Mech capabilities, OLAS itself may also benefit after this platform becomes popular.
Loomlay -- Building AI Agents in a no-code environment
$LAY
X: @loomlayai
CA:
0xb89d354ad1b0d95a48b3de4607f75a8cd710c1ba
Market Cap: 130 M
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's 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 ERC 4337 wallet functions 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 diverse tasks ranging from market analysis to content creation. This modular design allows agents to flexibly adjust their functional combinations according to actual needs.
On the cooperation level, Loomlay has established a complete AI agent collaboration network. The platform supports pairing agents with different expertise, such as pairing market analysis agents with trading agents or connecting research-oriented agents with content creation agents for collaborative processing 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 order amount is used for token burning. Additionally, 20% of the $LAY payment amount in market trades 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, over 500 agents had already been created, with more than 70 already having tokens.
However, precisely because it is still early, the Agent tokens do not have significant performance yet, 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 by the well-known blogger @sandraaleow to group and integrate different directions, to understand what directions AI projects in the current Base ecosystem are still developing.
At the same time, there are some projects that have not released tokens or have migrated old businesses to Base, which can be referenced in the table below:
Image: Original post from @davidtsocy, organized into a table by Deep Tide TechFlow.
Finally, it is important to remind that the risks in the AI Agent craze cannot be ignored, and whether many projects actually have AI backing is also questionable. All projects listed in this article do not constitute any investment advice, and further information should be DYOR.
The above is only a starting point, and I also hope everyone can find more of their own Alpha.
