Recently, the cryptocurrency market has shown differentiation, with the on-chain AI Agents sector being very lively, while the secondary market on exchanges is generally quiet. This indicates that the market is still willing to take greater risks, following trends to chase popular tokens in hopes of achieving higher returns. Placeholder partner Chris Burniske tweeted last night:

Although $BTC is like playing with fire, $ETHBTC, $SOLETH, and $SOLBTC are still performing well. This suggests that it is not a decrease in risk appetite, but more likely a result of year-end fund adjustments.

Only the AI Agents sector is rising against the wind.

According to SoSoValue data, in the past 24 hours, only the AI Agents sector has risen against the wind by 3.64%, while other sectors and mainstream tokens have all fallen without exception, further indicating the current market's strong buying willingness for the AI Agents sector.

Moreover, there are many tokens from the AI Agents sector in the top 1000 cryptocurrencies by market capitalization on CoinGecko, with some notable examples listed below:

  • SWARMS: The concept of collective collaboration of AI Agents. It has risen 62.5% in the last 24 hours, with a market cap of approximately $80 million.

  • ELIZA: An open-source framework for AI Agents developed by the ai16z team, which is a popular project on GitHub with over 7000 stars. It has risen 53.1% in the last 24 hours, with a market cap exceeding $130 million, possibly driven by the release of the new version Eliza v0.1.7 on the 29th and expectations for v2.

  • BULLY: AI Agents that post and reply on the X platform in a snake style. It has risen 37.4% in the last 24 hours, with a market cap exceeding $500 million.

  • Zerebro: Musician AI Agents, whose development team recently released the AI Agents development framework - ZerePy. It has risen 33.1% in the last 24 hours, with a market cap exceeding $550 million.

  • METAV: The first token to conduct a presale experiment autonomously by AI Agents. It has risen 30.7% in the last 24 hours, with a market cap approaching $48 million.

  • ai16z: Starting from the first AI investment DAO, it is now also carrying the network effect of the entire 'Eliza ecosystem' (AI Agents developed using the ELIZA framework will airdrop tokens to funds managed by ai16z). The continuous new highs in the past few days are estimated to be related to the token economics proposal released by the team. It has risen 32.4% in the last 24 hours, with a market cap exceeding $1.9 billion.

Although the above tokens are all Solana ecosystem tokens, another public chain, Base, which is the stronghold of AI Agents, is actually not to be underestimated.

The Virtuals Protocol is hot among investment DAOs and alpha-providing Agents.

The most mainstream AI Agents issuance platform on the Base chain - Virtuals Protocol, has seen its ecosystem AI Agents tokens soar wildly in the past week, with the platform token VIRTUAL setting a new high of $3.72 on the 29th, surpassing a market cap of $3.5 billion, becoming the 43rd largest token.

The largest Agents token by market capitalization, AIXBT, set a new high of $0.5516 yesterday, with a market cap surpassing $500 million, rising 68% in the last 7 days. This Agents has been continuously providing token insights (alpha) on the X platform 24 hours a day and has become the top crypto KOL.

Researcher 0xJeff analyzed:

As the price of $VIRTUAL continues to rise, we notice that the Virtuals ecosystem is undergoing a repricing, particularly for previously undervalued investment DAOs and agents focused on alpha and practicality.

For example, investments in DAO $WAI and the alpha-providing $GEKKO have both rapidly doubled in market capitalization from less than 10 million dollars within a single day.

0xJeff finally advised that the Virtuals ecosystem is thriving, and investment DAOs and agents focused on alpha are leading the trend. But the real opportunity lies in discovering future narratives and undervalued projects.

The key is to establish your investment thesis:

  • Looking for a strong team that can execute efficiently, deliver quickly, and deeply understand attention games.

  • Pay attention to projects that are currently not in the mainstream narrative, as they may explode with changing trends.

Daos.world becomes the new focus of the Base ecosystem.

In addition, the recently replicated Solana ecosystem DAOs.fun's Daos.world has recently become the focus of the Base ecosystem. This is a platform that allows users to launch their own hedge fund DAOs, which are usually managed by AI Agents. So far, the launch of all DAO tokens on the platform has brought astounding returns, with $AISTR reaching up to 8996%.