令牌女王

1.Fartcoin: Continues to rise thanks to the meme effect, despite a 20% price correction after achieving over 100% returns in the past 72 hours, it still leads in market capitalization.

2.AIXBT: Stabilized as a leader in the analytics space, but faces challenges with declining mindshare and slight adjustments in market capitalization.

3.Virtuals: Maintains strength within the Agentic infrastructure, benefiting from SDK integration and ecosystem development.

4.Moby: Consolidates its position as a whale monitoring and infrastructure data proxy, attracting the attention of developers.

5.ARC and Griffain: Both showcase strong developer engagement and resilience within the emerging AI framework.

The continued growth of Fartcoin's mindshare reinforces the narrative power of meme-driven assets, despite experiencing a 20% correction.

DeFAI Expansion: Moby, Hey Anon, and Orbit highlight the increasing interest in DeFAI automation and infrastructure.

Infrastructure: Virtuals, AI16Z, Griffain, Pippin, and ARC drive developer engagement through scalable AI solutions.

Profit-taking and capital rotation: The general market correction indicates a rotation of capital between meme and utility-driven agents.

The intersection of AI and blockchain is sparking a wave of innovation, with projects like AI16z, Griffain, Arc, and Virtuals leading the way. These projects focus on developing or funding ecosystems that can create and monetize AI agents. While they all aim to advance the field, their different approaches and applications set their competitive paths.

AI16z adopts a venture capital model, investing in high-potential AI agents and concepts across various domains. It enhances its capacity to shape the AI agent infrastructure landscape using frameworks like ELIZA and open-source strategies. By promoting community-driven development, AI16z accelerates adoption and innovation, although reliance on external contributions can sometimes slow down iteration cycles.

Griffain targets the DeFi space, leveraging the speed of Solana to automate financial operations through AI agents. Meanwhile, Arc focuses on its open-source framework named Rig, which aims to build portable, modular, and lightweight AI agents using Rust, while ELIZA concentrates on large-scale foundational AI model infrastructure.

Virtuals takes a somewhat different approach with its dedicated AI agent launchpad; it has positioned itself as a market leader and early mover.

Among them, AI16z stands out due to its financial and strategic influence, accelerating the growth of its AI-focused portfolio. It further strengthens its position by using ELIZA as an open-source framework, allowing for rapid prototyping and widespread adoption of AI agent technology.

While larger projects like AI16z and Virtuals benefit from greater market capital and mature ecosystems, smaller players like Arc or Swarms offer higher return potential due to their lower market capitalization and adoption rates, providing investors with asymmetric opportunities. Ultimately, the choice of these projects depends on individual risk preferences. Regardless of which project ultimately becomes the leader, the AI and blockchain space will experience significant growth, creating abundant opportunities for innovation and adoption.
#DeFAI热点

$AIOS is the first project focusing on the AI Agent operating system, and the track is currently blank, possessing the scarcity of being 'first of its kind', with no valuation ceiling.

AIOS has a very high technical threshold, similar to the deep moat of traditional operating systems (such as Windows or macOS), and its code submission history on GitHub along with 3.6k stars further proves its technical strength.

The team extends the advantages of the Web2 operating system to Web3 by launching the AI public chain, serving as the infrastructure layer for AI Agents. This step reflects its innovative integration with the cryptocurrency space and its far-reaching layout.

Considering the core team's background and the current market value, AIOS may be in a severely undervalued stage, with enormous market potential.
#BTC重回10万

As the AI ​​Agent Launchpad on the Base chain, the VIRTUAL protocol has won market favor with lower noise and higher success rate.

Data shows that among the 15,845 published agents, 35 have a market value of more than 10 million US dollars, with a success rate of 0.22%, which is much higher than PumpFun's 0.0014%.

With innovative token economics and ecological flywheel effect, VIRTUAL not only creates considerable profits for the platform team, but also injects growth momentum into each agent token.

At present, its superior performance on the Base chain has attracted continuous capital inflows, and it is planning to expand to Solana, and will focus on AI game narratives as the next step to further consolidate its leading position and future growth potential.
#AIAgent热潮

AI Agent Track Rebound Observation: The Diverse Evolution of Meme, Framework, Platform, and Individual

The narrative of AI + Crypto continues, with framework types like $AI16Z, platform types like $Virtual, individual agents like $AIXBT, and meme types like $FARTCOIN leading the rebound.

Framework types enjoy high valuations due to team backgrounds and public chain positioning;

Platform types like $Virtual are in a leading position on the Base chain thanks to user volume and revenue;

Individual agent projects rapidly rise with market trends, such as $GRIFT leading the DeFAI track craze;

Meme tokens continue to maintain popularity with their limitless characteristics, with $FARTCOIN performing well and $GOAT expected to surge.

$AIXBT builds a moat through attention economy and influence, and while the concept of "AI KOL + trading ability" has not yet materialized, it has become a highly anticipated direction for the future of the track.

The four categories synergistically promote the continuous evolution of the AI Agent track.
#AIXBT涨势强劲 #AIAgent热潮 #DeFAI热点

With the development of the AI Agent track, various platforms are rapidly capturing market attention and liquidity.

Against this backdrop, the AVA token and its underlying Holoworld AI ecosystem have emerged as a standout, quickly becoming a highly regarded project on the Solana chain thanks to its innovations in the multi-modal AI Agent field and cross-platform compatibility.

As of the time of writing, AVA is priced at $0.285, with a total market capitalization reaching $280 million.

Despite the Holoworld official Twitter being hacked on January 10, Holoworld successfully launched the Agent Market as scheduled, providing users with no-code tools to create AI Agents, significantly lowering the technical barrier.
#AIAgent热潮

Promising New Stars to Watch in 2025:

Story Protocol: Pioneering blockchain-based IP management, attracting over 100 projects while revolutionizing creator rights through programmable IP licensing infrastructure.

Monad: Next-generation Layer 1 achieving 10,000 TPS with finality in 1 second, raising $225 million while introducing the innovative MonadBFT consensus mechanism.

Berachain: An innovative Layer 1 with liquidity proof consensus launching the Artio testnet, attracting 230 active development teams through unique DeFi integrations.

Considering innovation, from AI-enhanced DeFi to real-world asset platforms, and from decentralized infrastructure to core scaling solutions, these will remain hot areas this year.
#DeFAI热点 #AIXBT涨势强劲 #BTC重回10万

Exploring the second round of opportunities for Crypto+Agent: Framework potential and blockchain ecosystem choices from a developer's perspective

As the overall pullback of popular AI Agent frameworks occurs, the Crypto+Agent market gradually enters a bubble burst period, but also welcomes a second opportunity from development to assetization. From a developer's perspective, the potential of a quality framework depends on the balance between ease of use and freedom—both the quick onboarding ability of ordinary developers and the creative release of high-level developers are indispensable.

Currently, MyShell stands out in ease of use, significantly lowering the barrier with no-code development and AaaS models; while frameworks like RIG and Eliza meet complex needs with highly flexible design architecture and functional support.

At the assetization level, liquidity and consensus in the blockchain ecosystem become key factors. Solana continues to maintain an advantage due to its leading ecological data and strong developer base, while Base has produced quality frameworks like Virtuals due to less competition and unique ecosystem characteristics.

Although market enthusiasm has waned, frameworks and assets with narrative value are still expected to return to prominence in the future, driving further development of Crypto+AI. For the next round of opportunities, the intersection of development and assetization will be the key to breaking through.

AI-driven decentralized finance, DeFAI grows against the trend in a market winter

In the generally bearish sentiment of the AI agent market, the DeFAI track stands out, especially with projects in the Abstraction Layer.

Orbit and HeyAnon showcase powerful functional innovations, with Orbit positioning itself as the "financial assistant for AI agents" by integrating cross-chain payments and automated trading tools, while HeyAnon focuses on data insights and the developer ecosystem, launching practical tools like Gemma and AUTOMATE.

However, this track still faces issues such as complex user experiences and insufficient DeFi use cases, but due to its potential for simplifying interactions and enhancing efficiency, the long-term value of DeFAI remains a focal point.

Although some autonomous trading agent projects have seen significant pullbacks, after the market recovers, DeFAI may lead the AI agent bull market in 2025 due to its innovative positioning and strong narrative.
#AIAgent热潮
#哪些代币逆势上涨？
#市场反弹预测

Why am I confident in the AI ​​Agent track?

One point is that AI Agent breaks the narrative logic of the past pure "on-chain" Lego stacking buildings. A new infra construction demand that combines on-chain + off-chain to support AI Agent's autonomy, immortality, and multi-modal collaboration is on the agenda. With such a huge incremental expectation, isn't it more likely than waiting for the passive variable of application landing?

1. AI Agent's Fomo focuses on the "asset issuance" feature, with "application pre-positioning" as the core strategy, showing its unique advantages compared to the inscription track. Its head KOL @aixbt_agent has won wide recognition with its growing fan base and the practicality of its investment strategy. For single AI, excellent product user experience constitutes the cornerstone of development.

2. AI Agent has subverted the traditional VC capital-driven technology innovation narrative through innovative deployment models, community issuance and IGO listing methods, providing retail investors with a new way to obtain high-quality investment opportunities from the source, and effectively solving the problem of high FDV listing and retail investors' profit expectations.

3. AI Agent not only injects new vitality into old narratives such as the metaverse and DeFi, but also solves industry pain points through technical means such as autonomous management of private keys, showing the power of turning decay into magic. At the same time, it has promoted hot narratives such as chain abstraction and zkVM to become the focus of the market.

4. The market value of AI Agent in the web3 field has significant growth space, and is expected to reach 300B-500B market space, showing 20-50 times of incremental potential. If combined with the economic effect of the SaaS platform, its imagination space will exceed the TVL valuation of DeFi.

5. AI Agent's two core driving forces, ai16z and Virtual, are rapidly integrating the Crypto market and AI resources to promote the rapid development of the entire AI track and related fields. As a large commercial IP, ai16z's catalytic effect has begun to show results, such as helping the rise of new industry stars such as PhalaNetwork.

6. Although AI Agent originates from the off-chain environment, it has a strong demand for chaining, which will give rise to new chaining projects based on frameworks such as ElizaOS, and also provide traditional old chains with opportunities to embrace new growth.
#AIXBT、CGPT、COOKIE将上线币安 #加密市场回调

Recently, the market has pulled back. What are the tokens that are rising against the trend doing?

AVA: AVA was originally an AI Agent launched by Holoworld. Recently, Holoworld Launchpool will be launched, and AVA holders will be able to receive Launchpool token allocations (i.e., BNB logic).

pippin: A framework will be launched soon (narrative upgrade).

MAX: Launching the Launch platform agents(dot)land, MAX can stake to earn rights and tokens.

BUZZ: No changes in narrative at this time.

BUILD: No changes in narrative at this time.

In summary, these counter-trend tokens are making their narratives more grandiose. Whether or not they materialize, they can effectively drive a wave of appreciation. It is recommended that readers continue to pay attention to the narrative changes of leading tokens.
#加密市场回调

DeFAI's current core targets such as Griffain, NEUR, HeyAnon, and AIWayfinder each have their highlights.

Griffain focuses on liquidity management on Solana and has launched efficient AI tools;

NEUR is empowered by GPT-4, making the interaction between DeFi and NFTs smarter;

HeyAnon achieves cross-chain operations through LayerZero, providing users with personalized investment advice;

AIWayfinder has built a unique blockchain neural network, promoting seamless connections in the DeFi ecosystem.
#币安Alpha上新 #AI概念币强势反弹 #AIXBT、CGPT、COOKIE将上线币安

AI Agent Track Investment Allocation Logic, How to Grasp Certainty in Chaos?

In the current stage of continuous expansion in the AI Agent field, investment requires a clear allocation logic and rational layout.

It is recommended to adopt the "5+4+1" strategy: allocate a large position to established leading projects with strong consensus (such as $AI16Z, $VIRTUAL), medium positions focusing on technical frameworks and innovative applications (such as $ARC, $ELIZA), and small positions diversifying bets on high-volatility potential projects (such as $MetaV, $SYMX).

Avoid frequent portfolio changes, chasing highs, or being overly attached to problematic projects; focus on rational reduction of positions and continuous research.

Through the two waves of bull markets in the cryptocurrency circle in 2017-18 and 2020-21, the industrial chain and valuation logic of blockchain projects have gradually taken shape:

The underlying public chain; The market value ceiling is Ethereum, with a current market value of 400 billion US dollars; the second dragon Solana, the market value is about 1/4 of Ethereum, and it may reach 1/3 or even 1/2 in the future;

Middle layer: such as the oracle Chainlink, the full circulation market value is 20 billion US dollars, which is about 5% of Ethereum;

Basic protocols such as DeFi, Uniswap FDV has a market value of 13 billion US dollars; AAVE has a market value of about 5 billion US dollars; 3% and 1.25% of Ethereum respectively;

The underlying logic of DeFi is based on smart contracts (Smart Contract), and the functional limitations of smart contracts also limit the innovation of other applications in the cryptocurrency circle.

Now that AI has been incorporated into the underlying technology stack of the blockchain, the AI ​​layer has become a technical bottom layer parallel to the smart contract, the so-called full-chain Agent layer. (Fully-onchain AI Agent Layer).

Based on this logic, we can see that if Chainlink, the top middleware of DeFi, can account for 5% of the Ethereum market value, we can boldly assume that the top framework of AI Agent can also account for 5%; the current market value of ai16z is about 2.5 billion US dollars, and there is still 8-10 times of room; here we take ai16z as an example, of course, there may be other better Agent frameworks.

A launch platform similar to Virtual's built-in framework is equivalent to Chainlink + Uni. Chainlink + Uni's current market value is 33 billion US dollars, and Virtual's 5 billion US dollars still has 6 times of room.

Freysai (FAI) is a bit like AAVE, low-key but the product quality of delivery is extremely high. The verifable application of AI TEE will also become the standard of AgentApp in the future. The market value ceiling is 1.25%-3% of Ethereum, corresponding to 5 to 10 billion US dollars.

Other leading benchmarks are similar to Spore, which is equivalent to Suanwen or Launchpad in the previous cycle, and aixbt is similar to DeFi aggregator 1inch, etc. The lower limit is a valuation of 1 billion US dollars, and the upper limit depends on the market development.

For AI life forms, AGI is the brain, robots are the body, and crypto gives autonomous identity and economic system. #本轮牛市周期预期

Entering the market by chance before '9·4' in 2017, experiencing two rounds of bull and bear markets, reminiscing about the past, and looking towards the future!