Author: 0xJeff
Compiled by TechFlow
In 2025, Swarm Intelligence or Collective Intelligence will become a mainstream trend in the crypto field. With the rapid development of individual AI agents and the promotion of ecosystem leaders such as Virtuals, Story and ai16z, this trend is almost inevitable.
Among them, TEE (Trusted Execution Environment) is an important technical pillar for realizing fully autonomous AI agents. Projects like @PhalaNetwork and @marvin_tong are leading this field and conducting many innovative experiments. For example, the "Unruggable ICO" experiment launched in collaboration with @123skely, where investors can send funds to the agent, and the agent will calculate and distribute the corresponding amount of ICO tokens in a secure environment using TEE technology.
Although this experiment has received a lot of praise, it has also exposed some problems. For example, the ACT game by @freysa_ai shows that agents may still be deceived and release funds, indicating that their verifiability mechanism needs to be further strengthened.
Nevertheless, the early experiments are still exciting. For example, the first token launched by @aipool_tee quickly soared to a market value of 70-80 million US dollars after its launch.
Another noteworthy experiment is @sporedotfun, whose agents can "reproduce" new agents. Similar to human evolution, weaker genes will be eliminated, and stronger genes will produce better offspring. Their first-generation agents Adam and Eve have already reached a market value of over 1 million US dollars, and the next generation of agents will "be born" in 14 hours.
Trends in AI Agent Development
Currently, the market's focus is shifting away from individual agents, unless they have a distinct personality or significant alpha-generating ability. Instead, experiments on autonomous agents are becoming the focus. This trend will further accelerate as the decentralized AI infrastructure (DeAI) is expected to be launched in the first or second quarter of 2025.
In the future, we can expect more creative experiments, as well as opportunities to invest in these experiments.
Although the current experimental enthusiasm remains unabated, there are two narratives with huge potential addressable markets (TAM) that have not been fully explored:
NSFW Agents / AI Companions
The target market size for this field exceeds 100 billion US dollars, mainly driven by the growing sense of loneliness and people's demand for AI companions that can engage in meaningful interactions.
The top projects in this field include:
@aiwaifugg: Anime "Waifu" agents based on the @virtuals_io infrastructure.
@TryNectarAI: Provides a SaaS model for realistic NSFW AI dream girlfriends.
@LushAIAgency: NSFW AI influencers, with the flagship agent being @Jennylush_.
Why the Lush project is worth watching
The $LUSH token has already been launched.
The Lush Exchange, a launch platform designed specifically for NSFW agents, is about to be released.
The revenue model may include subscription fees, private messages, virtual gifts, and more.
Web3 is providing a new investment opportunity for people to participate in the future revenue sharing of these "seductive" AI influencers by investing in the "shares" of the agents.
The $LUSH token is expected to become the core utility token of this ecosystem, not only for accessing premium features but also as the primary payment method within the ecosystem.
Additionally, Lush plans to launch a creator marketplace where artists can monetize their content by authorizing their models to generate content. This plan will add a new revenue stream to the entire ecosystem.
Bots Sector
With OpenAI announcing its foray into humanoid robot technology, the integration of Bots and Web3 is gradually becoming a hot topic.
OpenAI's goal is to use large language models (LLMs) to help Bots understand text and sensory data, thereby enhancing their ability to interact with the real world.
In the Web3 Bots sector, @frodobots and @SamIsMoving are currently the leading projects.
Project Highlights:
Frodobots are running in more than 40 cities, dedicated to collecting real-world data.
The project team collaborates with top university researchers to optimize vision-language models (VLMs) and make progress towards Artificial General Intelligence (AGI).
On TikTok, Frodobots' engaging interaction videos have quickly gone viral, attracting a large following.
Frodobots is actually a deep research team focused on Bots technology. The creation of SAM is to raise the profile of their research, with the core idea of "crowdsourcing real-world datasets through Bots games".
The project combines DePIN (Decentralized Physical Infrastructure Network), Embodied AI, Bots games, and aims for AGI as the ultimate goal.
The team is working to give SAM the ability to autonomously control Bots in more than 40 cities, allowing it to drive Bots around the city and create more viral content. This is likely to further increase the project's attention and drive token price appreciation.
Final Thoughts
The market is always looking for unique and niche AI agent domains. Currently, the NSFW agent and Bots technology sectors both target huge potential markets and are expected to see significant development in early 2025.
As the decentralized AI infrastructure (DeAI) is gradually launched and autonomous agent experiments continue to increase, these trends may gradually move from the periphery to the mainstream.
For investors and developers, these domains are undoubtedly worth close attention - not only for their speculative potential, but also because they may redefine the boundaries of the next stage of AI applications and play a crucial role in this rapidly evolving ecosystem.
Personal Note: Thank you for reading! If you're interested in Crypto AI and would like to discuss, please send me a private message!
Disclaimer: This article is for information and entertainment purposes only. The opinions expressed in this article do not constitute, and should not be regarded as, investment advice or recommendations. Investors should conduct their own due diligence based on their financial situation, investment objectives, and risk tolerance before investing. This article does not constitute an offer or solicitation to purchase or sell any of the assets mentioned.
