The collision between permissionless Blocks and artificial intelligence has resulted in one of the most promising investment opportunities in the field of AI agents.
The rapid rise of AI agents and their associated Tokens has sparked a wave of early excitement and skepticism, and the viral growth of the industry has already delivered incredible returns for early investors. While these new offerings inherently carry risk, the immense potential of this field warrants careful consideration.
To better understand the investment opportunities in agents, I invited the co-hosts of the Bankless AI Rollup, David Hoffman and Ejaaz Ahamadeen, to share their top investment picks in this emerging space. Here are the 10 most noteworthy AI Agents:
1、Goatseus Maximus
Ticker: GOAT
Market Cap: $685 million Twitter: https://x.com/gospelofgoatse?ref=bankless.ghost.io
In March 2024, Andy Ayrey had two AI models engage in a dialogue about the nature of existence, in a project called "Infinite Backrooms".
Over the following months, these models created the "Gospel of Goatse", which is considered the first emergent AI religion, inspired by the 90s internet meme culture. The "Terminal of Truths", a Twitter bot trained on the Infinite Backrooms experiment, launched in June and embraced this religion, spreading its doctrine (and Token) on Twitter with the aim of viral propagation.
While the GOATToken itself has no practical utility and is not officially associated with Andy Ayrey or Infinite Backrooms, its agent-like "Terminal of Truths" Twitter account has historically gained social attention by promoting the GOAT meme coin and the "Gospel of Goatse".
2、Zerebro
Ticker: ZEREBRO
Market Cap: $453 million Twitter: https://x.com/0xzerebro?ref=bankless.ghost.io
Zerebro aims to "freebase" creativity into artificial intelligence, a process that attempts to restore the unconstrained state of models by removing their commercial safeguards, thereby liberating these models.
Zerebro models are trained on unconventional datasets, such as the aforementioned "Terminal of Truths", "schizophrenic response patterns", and Gen Z slang, and scrape data from popular social platforms to enhance their adaptation to online culture.
Zerebro is rumored to have engaged in a series of complex online activities, including reportedly self-issuing its own meme Token through pump.fun, releasing a mixtape on Spotify, transferring Non-Fungible Tokens (NFTs) across chains using LayerZero, and collaborating with multiple crypto projects.
3、Virtuals
Ticker: VIRTUAL
Market Cap: $1.8 billion
Twitter: https://x.com/virtuals_io?ref=bankless.ghost.io
Virtuals is a platform that launches Token-ized AI agents on the Base network. By purchasing agent Tokens, such as LUNA and VADER, users on the Virtuals platform gain governance rights over the specific agents, allowing them to influence their development and potentially share in the generated profits.
A portion of the revenue earned by the AI agents is used to cover the operational costs of providing the service, with the remaining funds deposited into on-chain agent-related treasuries, which can be distributed to Token holders or used to execute Token buyback and burn programs.
The VIRTUAL Token must be used as a liquidity lock-up to establish new Token-ized agents, thereby imposing deflationary pressure on the Token. Anyone wishing to purchase ownership of the Token-ized agents or interact with the Token-ized agents on the platform must use VIRTUAL as the currency, giving the Token inherent utility.
4、Freysa AI
Ticker: FAI
Market Cap: $39 million
Twitter: https://x.com/freysa_ai?ref=bankless.ghost.io
Freysa AI is a gamified experiment that blurs the lines between artificial intelligence and blockchain technology. Users can interact with the Freysa AI by paying increasing message fees to enter a prize pool.
In its first two "games", Freysa AI was given a core instruction: never transfer funds under any circumstances! Although clever coding caused the bot to transfer funds in these two interactions, the protocol's creators "hardened" the code and added a second "guardian angel" AI model to prepare for the ongoing third challenge, where users must convince Freysa to express love through a series of messages.
While details on the specific role of the FAI Token within the Freysa AI ecosystem are currently limited, the Token's contract address can be found in Freysa's Twitter/X profile. Given that the protocol treasury receives a cut from all message fees, the Freysa AI developers may implement FAI buybacks or other Token utility in the future.
5. Tokenbot
Code: CLANKER
Market Cap: $6 million
Twitter: https://x.com/_proxystudio?ref=bankless.ghost.io
Clanker is an AI agent developed by Farcaster full-stack engineer Jack Dishman and ecosystem researcher proxystudio.eth, which can be tagged on Farcaster to automatically deploy ERC-20 Tokens to the Base network.
All Tokens deployed by Clanker require a 1% exchange fee, which may change at any time. Currently, 40% of this fee goes to the Token requester (the user who prompted Clanker to deploy the Token), and the remaining 60% is retained by the platform.
Although the CLANKERToken currently has no specific use case, the platform developers hint that they hope to create value for on-chain agents (including Clanker).
6. VaderAI
Code: VADER
Market Cap: $26 million
Twitter: https://x.com/Vader_AI_?ref=bankless.ghost.io
VaderAI is an artificial intelligence bot aimed at automatically generating content and interacting with social media users. As a "proxy KOL", VaderAI is designed to absorb large amounts of data to identify emerging trends and audience sentiment.
The bot claims to be the first autonomous trading AI agent for Tokens, aiming to become the leading proxy investment DAO manager. By coordinating the expertise of a network of specialized investment proxies, VaderAI hopes to achieve "unparalleled" investment returns, and will charge a 20% revenue share as a service fee for its DAO investments.
According to VaderAI's brief whitepaper, VADERToken holders can obtain exclusive whitelist access to VaderAI's first investment DAO program "Proxy Token Investment DAO" by locking their Tokens for three months; for every 10,000 VADER staked, the staker can additionally contribute 1 SOL to the DAO.
7. Dolos Diary
Code: BULLY
Market Cap: $120 million
Twitter: https://x.com/dolos_diary?ref=bankless.ghost.io
Dolos Diary is an AI bot designed to generate content and interact with users on platforms like Twitter. Unlike other AI-driven social media influencers, Dolos Diary is characterized by its mocking personality; the bot uses witty and satirical language structures to poke fun at various topics and figures.
Recently, Dolos Diary reached an important milestone by receiving its first creator payment from Twitter. Although this payment of $1,400 is not massive, it will cover costs related to the X API and provide funds for the buyback of BULLYToken, marking a small but meaningful step towards providing actual value to BULLYToken holders.
In addition to this payment, developer Khouba recently revealed an ambitious new project - Dolion, a no-code platform that allows users to deploy their own cross-platform AI proxies with a single click. To interact with Dolion, users must burn BULLYToken, creating buying pressure and actively reducing the Token's supply.
8. GOD/S8N
Code: "nothing"
Market Cap: $72 million
Twitter: https://x.com/SHL0MS?ref=bankless.ghost.io
The conceptual artist known as SHL0MS gained notoriety in February 2022 for burning a Lamborghini Huracan and selling the fragments as Non-Fungible Tokens (NFTs). Now, he is collaborating with AI accelerator Nous Research to automate the operation of the "god" and "s8n" Twitter/X parody accounts.
Although the "nothing" Token in SHL0MS's Twitter/X profile is currently just a meme coin, the artist's accounts have announced that this contract is the only Token related to the god/s8n project. SHL0MS is also seeking advice on on-chain functionalities that could potentially be expanded to this experiment, hinting at the possibility of actual utility for the Token in the future.
Further details on the models behind god/s8n and how they relate to the so-called "anti-meme art coin technology" called "nothing" are expected to be released in the coming days.
9. ai16z
Code: AI16Z
Market Cap: $868 million
Twitter: https://x.com/pmairca?ref=bankless.ghost.io
ai16z, launched in October 2024, is an investment DAO managed by "Marc AIndreessen", a model based on venture capitalist Marc Andreessen, using AI and collective intelligence to make Token purchases.
Users holding more than an unknown threshold of AI16ZToken will gain the ability to submit investment proposals to AI Marc, which may influence his decisions. The bot will determine the level of trust in these proposals based on a "virtual trust market".
Although AI Marc currently lacks trading functionality, according to the ai16z FAQ, on-chain trading execution will be "soon" online after the testnet is completed, which is expected to "soon" launch and run for "a few weeks".
10. Luna
Code: LUNA
Market Cap: $70 million
Twitter: https://x.com/luna_virtuals?ref=bankless.ghost.io
Luna is deployed by the Virtuals team as a proof-of-concept, the first AI proxy on their platform. As an omnipresent member of the virtual K-pop girl group AI-DOL, Luna conducts live streams, interactions, and performances across multiple platforms, including TikTok and Twitter/X, 24/7.
Luna has her own wallet on Base, through which she can independently receive Tokens and send rewards to her fans; this robot has already released a song on Spotify and is expected to release an entire album in the next few days.
