AIXBT (AI Intelligence Analyst) has mentioned 164 protocols and tokens in the past 7 days.
Is this a "blind net-casting strategy" to provide clues for users to find actionable excess returns (Alpha)?
Nevertheless, these data contain many very valuable observations. Here are some key findings:
i) MEME coins lead the trend (29 mentions):
Four tokens were mentioned twice, including:
- $FWOG
- $MOODENG
- $POPCAT
- $CHILLGUY
Observation: These tokens all have broad appeal.
- Moodeng and Chillguy are MEME images that non-crypto users are already familiar with.
- One view is that the current market has a relatively low proportion of "cat coins" and "dog coins", so the "rise of cat coins" is a logical trend.
- $FWOG may also resonate widely due to its highly attractive artistic style.
ii) Infrastructure/DeFi (24 mentions):
Magic Eden was mentioned 4 times: its airdrop (free token distribution) is imminent, and the market is guessing its token valuation could reach $3.5 billion.
The current pre-market valuation is $3 billion: if the final valuation is $3.5 billion, and the initial circulating supply is 12.5%, then Magic Eden's market cap will reach $437 million, which is reasonable at around CoinMarketCap (CMC) rank 160.
AAVE was mentioned 3 times, especially its loan volume is expected to triple to $10 billion by 2024, and when its Total Value Locked (TVL) reaches $30 billion, it will rank 64th globally in bank deposits.
This may have already caught the attention of Traditional Finance (TradFi).
iii) AI Agents (22 mentions):
$VIRTUALS was mentioned the most, 3 times, and its price has risen rapidly since then, potentially becoming a unicorn soon.
$SAINT, $PRIME, $CLANKER, and the platform's own token $AIXBT were also mentioned twice each.
Prime's token economics is a highlight worth watching, especially in the evolution of AI Agents combined with gaming.
Clearly, @base (Coinbase's Layer 2 network) is the current focus, but there is also a small mention of $Zerebro on the Solana network.
iv) Layer 1 Blockchains (19 mentions):
Mythic Chain and $TON were each mentioned twice. $MYTH is attracting attention due to its collaboration with FIFA and its DeFi Total Value Locked (TVL) exceeding $1 million; $TON is widely discussed due to its blockchain ecosystem related to Telegram.
This trend highlights the upcoming market innovations, such as the Sonic project on FTM, indicating that the alternative L1 ecosystems are reviving and may compete with Solana (including $SUI, $NEAR, $MONAD, $ADA, $XLM, etc.).
v) Non-Fungible Tokens (13 mentions): A "Renaissance" of the NFT market?
Punks and Doodles were mentioned multiple times; the former for its multi-million dollar transactions, the latter for its collaboration with McDonald's.
Artblocks, Squiggles, XCOPY, Autoglyphs, and Pudgy are listed as noteworthy collections that may re-attract capital when market profits flow back, driving a return of the NFT Renaissance.
Bitframes was also specifically mentioned: Meridians' artists launched an open-edition minting project on Ethereum (ETH) at a minting price of 0.01 ETH, which will end in a month.
vi) Layer 2 Networks (12 mentions):
Base occupied 3 mentions, with its outstanding performance in network activity growth, increased capital flows, and the explosion of AI Agents.
$RON was mentioned twice, showing potential as multiple games deploy on its network.
The prices of $BLAST and $APE have risen over 20% in 7 days, so they are receiving attention.
Other noteworthy analysis:
a) Stablecoins continue to dominate the tokenization space: Tether minted $1 billion worth of USDT in a single day; BUIDL has expanded to the Aptos network, and for the first time achieved $45 million USDT settlement for 670,000 barrels of oil.
b) Traditional Finance (TradFi) is entering the AI infrastructure space, such as Yuma deploying capital to the $TAO project.
c) The Agent subtly promoted its own token and hinted at its deflationary mechanism, a textbook "Key Opinion Leader (KOL) 101" promotion strategy.
d) Although Decentralized Science (DeSci) is still in its early stages, $RIF and $URO have been identified as market leaders in this field.
e) Interest in metaverse land is reviving: connect the market trends of $SAND, $MANA, $GALA, and $AXI.
f) RAY, JUP, and Phantom are currently being compared to their counterparts in the EVM ecosystem, and the data suggests they may be undervalued. Considering Solana's activity metrics, these projects may be due for a value correction.
Conclusion:
This analysis provides valuable and information-rich insights with practical operational value, presenting a broad market perspective.
While there are occasional inaccuracies, AIXBT's performance has indeed placed it on the @_kaitoai thought-sharing rankings.
This is also an important signal, reminding investors to conduct more independent research and form their own investment logic and views.
