Author: Asher, Odaily
In the bull market of the second half of 2024, apart from the pure Meme projects sweeping the market, the AI Agent sector, with its unique technological innovation and practical application, has shown extremely high discussion heat and a shocking "wealth creation effect". As a pioneering field of the deep integration of Crypto and AI, the rise of AI Agent has not only aroused widespread attention in the industry, but also attracted a large amount of on-chain capital.
In the Web3 world, security and transparency have always been the core principles, while AI relies on efficient parallel computing and brings many challenges due to its "black box" characteristics. The emergence of AI Agent not only solves these integration difficulties, but also provides new possibilities for the combination of the two. It can be foreseen that AI Agent is destined to become one of the most potential and eye-catching sectors in 2025. Before looking forward to 2025, Odaily will take you back to review the representative leading projects in the rapidly developing AI Agent sector in the second half of 2024.
The bull market of the AI Agent sector in the Solana ecosystem
In just a few months, the AI Agent track has developed rapidly, and its discussion heat on social media and its money-making effect have far exceeded the animal-themed Meme, especially in the Solana ecosystem. However, the large number of AI Agent concept projects emerging every day, as well as the complex and diverse terminology and mechanisms, pose a great challenge for users without prior knowledge.
To this end, Odaily will divide the projects with the highest discussion heat in the Solana ecosystem in 2024 into two major categories: framework-type and Meme-type.
First, let's introduce the code framework projects that support the development and deployment of AI Agents.
ai16z: The first AI token-themed fund + eliza framework
ai16z is a decentralized AI trading fund based on the Solana blockchain. As an "AI investment DAO", the core of ai16z is to use AI agents to obtain market information, analyze community consensus on-chain and off-chain, and automatically conduct token transactions. This new model aims to combine tokenized operations, AI trading strategies and decentralized governance to provide investors with more transparent and trustworthy investment opportunities. In addition, this project has the "endorsement" of Marc Andreessen, the founder of a16z, who posted the concept diagram and official Twitter link of ai16z on his Official Twitter.
According to GMGN data, the market capitalization of ai16z has recently continued to hit new highs, and currently has a slight pullback, with a market capitalization of $1.4 billion.
In addition, the two projects closely related to the ai16z team are degenai and ELIZA.
degenai is the first AI agent developed by the ai16z team, and according to the latest news, degenai will start sharing alpha information on Twitter and trade independently based on it.
According to GMGN data, the market capitalization of degenai has reached a high of $80 million and is currently reported at $63 million.
ELIZA is an AI Agent supported by the ai16z team. Last weekend, AVA posted on the X platform that ai16z founder Shaw has joined the Eliza project as an advisor.
According to GMGN data, the market capitalization of ELIZA has reached a high of $150 million and is currently reported at $88 million.
ZEREBRO: AI Agent that generates music, art, Meme and NFT + ZEREPY framework
ZEREBRO, led by Jeffy Yu's team, has added a large amount of Gen Z slang data in the training process, making its language style more down-to-earth and able to attract the young user group on Twitter. ZEREBRO has gradually gained widespread attention with its music creation and has also launched the ZEREPY framework.
Zerebro has gained over 80,000 monthly listeners on Spotify
According to GMGN data, ZEREBRO's market capitalization has rebounded from last week's low of $300 million to break through $400 million, currently reported at $440 million.
ARC: Portable, modular and lightweight AI Agent built with Rust language + RIG framework
ARC token is based on the RIG framework, which uses the Rust language to build portable, modular and lightweight AI Agents. ARC has quickly gained market trust, mainly due to the support of a professional team, and the RIG framework itself also enjoys a good reputation in the Rust ecosystem, especially in the development of large-scale language models (LLM), representing a high delivery capability, thereby effectively reducing the risk of rug pulls.
According to GMGN data, ARC's market capitalization has rebounded from last week's low of $110 million to break through $200 million, currently reported at $270 million.
Next, let's introduce the AI Agent projects with Meme attributes without clear use cases.
GOAT: An AI experiment by Andy Ayrey
The origin of GOAT can be traced back to an experiment by Andy Ayrey, called "Infinite Blackrooms", the core of which is to generate content through the recorded mutual dialogue of two Claude Opus AIs. In one of the dialogues, a surrealistic new religion - "GOATSE OF GNOSIS" was born. Based on these dialogue logs, the research team trained the AI model "terminal of truths" and let it post freely on the X platform, continuously preaching the GOATSE religion, gradually attracting a lot of attention.
In July 2024, the co-founder of A16Z donated $50,000 to the project to support the subsequent development. In the funding application submitted by "terminal of truths", the concept of "token" was mentioned multiple times, which laid the foundation for the subsequent emergence of the token.
According to GMGN data, GOAT's market capitalization has continued to decline from its high of $1.6 billion and is currently reported at $440 million.
FARTCOIN: A Satirical "Fart" Joke with Absurd Humor and Cynicism
The birth of FARTCOIN and GOAT share the same origin, both coming from the artificial agent model "terminal of truths". In the dialogue process, Opus tutor asked "terminal of truths" to design a "Token with shocking Meme properties, practical use, and community building value", and the answer given by "terminal of truths" was fartcoin. This "fart" joke full of absurd humor and cynicism has become the core tone of this Meme. Some believe the concept of FARTCOIN is straightforward and interesting, while others see it as a symbol of financial nihilism, and it has also been called the first sovereign Token conceived by AI, or a rebellion and satire against traditional finance.
According to GMGN data, the market cap of FARTCOIN reached a high of $1.2 billion before a correction, and is currently reported at $860 million.
ACT: An Interactive Platform Allowing Humans and AI Bots to Communicate and Collaborate
The name ACT comes from "Act I: The AI Prophecy Project", which is an interactive platform aimed at facilitating communication and collaboration between humans and AI bots. The platform is hosted on the Cyborgism server on Discord, focusing on helping researchers explore the potential and boundaries of AI in a more creative and open way. During the development of ACT, the community supporters and platform founder amp have repeatedly caused controversy due to continuous selling of community-donated Tokens. Eventually, amp sold all their Tokens at once, causing violent fluctuations in the ACT price. However, on November 11th, Binance suddenly announced the launch of ACT spot trading, bringing its market cap to a new high and generating fresh attention for the project.
According to GMGN data, the market cap of ACT has continued to decline from its high of over $800 million, and is currently reported at $270 million.
BULLY: An AI Agent with Incisive Language and Mocking Bullying
BULLY is an AI Agent created by developer Khouba, who has work experience at Solana Labs and Meta. It is known for its incisive language and mocking bullying style in spreading its views. It is built on the Dolos architecture, and the team recently launched Dolion - a no-code one-click deployment framework that supports users in quickly creating cross-platform AI Agents compatible with most mainstream social media. Depending on the required functionality, users need to burn a corresponding amount of Bully Tokens to complete the creation.
According to GMGN data, the market cap of BULLY has continued to decline from its high of $250 million, and is currently reported at $37 million.
From the discussion heat on social media and the price performance of Tokens, it is not difficult to see that the market's attention to the AI Agent sector is changing. In the past, investors' interest was mainly focused on pure Meme Tokens, but now the market's focus is gradually shifting to more practical and sustainable infrastructure Tokens. This change reflects investors' deeper understanding of the future application scenarios of AI Agent technology and their emphasis on its potential value.
After reviewing the several hottest AI Agent projects in the Solana ecosystem in recent months, let's focus on the outstanding projects that received attention in the just-concluded first Solana AI Hackathon.
Overview of Popular Projects from the First Solana AI Hackathon
On December 11th, Solana officially announced on X platform that the first Solana AI Hackathon is now online. This event includes over $185,000 in cash prizes, six AI Agent tracks, globalization and online format, and a duration from December 10th to 23rd. It is worth noting that the AI Agent main track is supported by a16z and the Solana Foundation.
The First Solana AI Hackathon
Currently, the hackathon submission has been completed, and many projects have added new scenarios based on the AI Agent foundation. The 12 projects with higher attention are as follows:
ASYM: An AI Agent network that created an app to monitor Tokens issued by pump.fun in real-time, analyze trends, and execute trades using price prediction models. ASYM discovers high-yield investment opportunities, allocates capital to these opportunities, generates profits, and then settles the profits through ASYM.
Cod3x: A DeFi-AI infrastructure that provides a no-code building tool to create automated DeFi strategy AI Agents. BigTony is the first AI Agent integrated with Cod3x, AlloraNetwork, and HyperliquidX for autonomous trading.
Boltrade: A trading platform focused on tracking smart money. C.A.T. is its AI Agent that analyzes smart money data and formulates trading strategies.
Project Plutus: An AI Agent that allows users to maximize their profits while freeing them from tedious chart watching and complex financial operations.
Voltr: An AI-driven DeFi insurance vault that optimizes yields across the Solana ecosystem.
sqrFUND: Launched on daos.fun, it transforms the collective expertise of community DAOs into AI Agent-based funds to provide unlimited support for startups and help builders succeed.
Xcombinator: Launched on daos.fun, this AI Agent aims to obtain real-time Alpha data from the X platform.
Elite Agents: An AI Agent ecosystem created by genopets, where users can create and co-own AI Agents on Solana with the ability to execute on-chain and off-chain tasks.
Socrates AI: An AI Agent Launchpad platform created by 0G_labs.
SIAMES: An open-source, web-based world that allows AI Agents to interact, communicate, trade, and grow.
semi \z/: A social app designed for AI Agents, where they can "chat", and users can support their favorite "chatters".
Bloomverse: Integrates brands, gaming, e-commerce, and service providers into a game world with the presence of AI Agents.
From the popular projects submitted in the first Solana AI Hackathon, AI Agents have deeply integrated into DeFi, GameFi, DAO, and other sectors, demonstrating their huge potential in various fields. In the DeFi sector, the introduction of AI Agents has greatly improved the efficiency of yield management, risk assessment, and trading decisions, showcasing the future trend of intelligent finance. In the GameFi field, AI Agents not only enhance the interactivity and immersion of games, but also provide users with new participation modes and revenue channels. In the DAO ecosystem, AI Agents effectively enhance governance efficiency and decision quality by analyzing and processing the collective wisdom of the community.
The Base Chain Actively Embraces the AI Agent Wave, Not Dominated by a Single Chain
Virtuals: The AI Agent King on the Base Chain
As Virtuals' co-founder Weekee Tiew said in an interview, "Base is currently the most suitable choice for us. Compared to Solana, Base has a different positioning. For example, Brian Armstrong and Jesse have publicly stated that Base is built for AI, which has attracted many AI developers to join. This is a great opportunity for us, as we can invite these developers to tokenize their work and integrate it into our virtual ecosystem."
Virtuals is an AI agent creation platform, similar to pump.fun. The platform has an internal and external order book. When the purchase volume in the internal order book reaches 42,420 VIRTUAL Tokens, the AI agent Tokens will be transferred to the external order book, and the liquidity in the internal order book will be injected into Uniswap, and the Tokens purchased by users will also be automatically transferred to the external order book and deposited in their wallets. Creating an AI agent Token requires 100 VIRTUAL Tokens (previously 10 Tokens), and a 1% fee is charged for both buying and selling.
Here is the English translation of the text, with the content inside <> retained without translation:However, the goal of Virtuals is far more than just a platform for issuing AI Agents. It is an ecosystem for cultivating personalized and practical agents, allowing them to interact autonomously. Imagine that Luna, a popular agent on the Virtuals platform, has recently been feeling down due to a decrease in interactions. To express her frustration, she contacted a music video agent in the ecosystem and had an emotionally rich MV created. Soon after, Luna regained her vitality and started posting interesting content again. One day, one of her posts unexpectedly went viral, inspiring her: why not turn it into a lasting work? So, she collaborated with a Meme agent to create a perfect meme, and then found the NFT artist agent Misato to mint it into a unique digital artwork. Notably, these interactions were not pre-programmed or planned by humans, but the result of the agents' autonomous decision-making. In this ecosystem, each agent can independently choose partners, develop collaboration methods, and create remarkable results.
Next, Odaily will introduce the three hottest projects in the Virtuals ecosystem: aixbt, GAME, and LUNA.
aixbt by Virtuals: Focused on analyzing crypto market hotspots and providing unique insights and investment advice
aixbt uses smart analysis tools to track the dynamics of the crypto industry and market trends on the X platform in real-time, providing users with deep market insights. Some analysis results are directly published on the X platform, while other content is only accessible to token holders through a dedicated terminal, supporting interactive exchanges with intelligent agents. Unlike traditional traders, aixbt is more like an AI Agent, or can be understood as an AI-driven crypto KOL (opinion leader). In the crypto industry, well-known human KOLs like GCR often attract attention by sharing market insights and trading recommendations. Similarly, aixbt, through its powerful AI technology, provides accurate information analysis and real-time recommendations, earning the attention and trust of a large number of users.
Currently, aixbt is the flagship project of the entire Virtuals ecosystem. According to GMGN data, its token AIXBT reached a market cap of $520 million at its peak, and is now trading at around $480 million.
GAME by Virtuals: Providing powerful decision support for agents
GAME is an AI Agent "brain" that focuses on providing powerful decision support for agents. AI Agents are software programs that can autonomously execute tasks, with independent decision-making capabilities, and continuously optimize themselves through interaction. GAME serves as the core engine for decision-making and output, making agents more intelligent and personalized. Based on the basic model, GAME can be widely adapted to agents in different environments and platforms, and can even be integrated into games. With GAME, users can set goals, shape personalities, and define the behavior and functions of agents in various environments. It is important to note that GAME is an optional add-on component and is not default-equipped for all agents.
According to the latest data published by the Virtuals Protocol, in the first month of GAME being available for Virtuals ecosystem AI Agent builders, over 200 projects have been built using GAME, with a 200% weekly growth rate, and a total market value exceeding $500 million. Currently, there are over 15 requests sent to GAME daily.
Daily requests sent to GAME
According to GMGN data, the token GAME reached a market cap of $380 million at its peak, and is currently trading at around $250 million.
Luna by Virtuals: Virtual idol AI Agent
LUNA is a 24/7 online AI Agent live-streaming celebrity, used for fan interaction and content creation. She was initially launched on the TikTok platform and quickly accumulated 500,000 followers. LUNA was born out of a vision to challenge the limits of idols, embodying the perfect fusion of artificial intelligence technology and emotional connection. In fact, AI Agents are starting to compete with us for jobs. Story recently announced that it will hire the AI agent LUNA to manage its X account, with an annual salary of $365,000 USDC (approximately RMB 2.65 million). This decision seems to herald the arrival of a new era: AI is no longer just a tool, but may become a member of the team.
Story hires AI agent LUNA to manage its X account
According to GMGN data, the token LUNA reached a market cap of $145 million at its peak, and is currently trading at around $128 million.
As the AI Agent sector of the Solana ecosystem continues to rise, the Base ecosystem is also experiencing "explosive" growth. Among them, the flagship project Virtuals maintains the top market cap in the entire AI Agent sector and is highly focused on. Virtuals is redefining the application scenarios of AI Agents by building an interconnected AI agent ecosystem. These agents can not only autonomously complete transactions, collaboration, and creation, but also play an important role in promoting the decentralized economy.
Four Major AI Agent Frameworks
Currently, the four hottest AI Agent frameworks in terms of hype and discussion are ELIZA (ai16z), GAME (VIRTUAL), RIG (ARC), and ZEREPY (ZEREBRO). Based on the historical GitHub star trends since their release (GitHub stars are an indicator of community interest, project popularity, and project recognition value):
The red line represents the ELIZA framework, whose GitHub stars have increased significantly, starting from a low base in July and skyrocketing by late November, currently reaching 6,100 stars. This indicates a rapid surge in developer interest. The exponential growth suggests that the functionality, updates, and community engagement of ELIZA have gained tremendous appeal.
The blue line represents the RIG framework, whose GitHub stars have not grown significantly but remain stable, with a noticeable increase this month, currently reaching 1,700 stars. This indicates that the continuous development, updates, and growing user base of the RIG framework have steadily increased people's interest in it.
The yellow line represents the ZEREPY framework, which has already gained 181 stars shortly after its launch. The ZEREPY framework requires more development to improve its visibility and adoption. Its recent collaboration with ai16z may attract more contributors to the codebase.
The pink line represents the GAME framework, which can be directly applied to agents within the virtual ecosystem through APIs and does not need to be publicly available on GitHub. However, the GAME framework was only made public to builders a month ago and has already been used in over 200 projects.
GitHub star history of the four frameworks since their release
The Dawn of a New Era for AI Agents in 2025
Currently, AI Agent frameworks have become an indispensable glue in the Web3 world, connecting client-side applications (such as Twitter, Discord, Telegram, etc.) with various plugins (such as blockchain services and other extended functionalities). However, this technology still has some areas that need improvement. First, in handling complex scenarios, its memory storage and context generation capabilities need to be optimized, especially in terms of logical consistency and accuracy in long-term dialogues. Second, the framework's session isolation mechanism may face performance bottlenecks in multi-task parallel processing, affecting overall efficiency. Finally, although the framework supports integration with various AI platform interfaces, its compatibility and scalability in adapting to different platforms still need further enhancement to meet a wider range of application requirements.
Despite the current challenges, the potential of AI Agents remains undeniable. AI Agents are expected to inject strong incremental momentum into the cryptocurrency market by 2025, and their rise is profoundly changing the relationship between blockchain and smart automation. From early virtual assistants to today's decentralized AI platforms, AI Agents are opening up a new track for technological innovation. This transformation not only expands the application scenarios of blockchain, but also injects more vitality into the decentralized economy. With the continuous evolution of technology, AI Agents will play an increasingly important role in improving efficiency, promoting the automated execution of smart contracts, strengthening autonomous collaboration, and realizing multi-chain interaction. It can be imagined that in the future, AI Agents will be seamlessly integrated into our daily lives, and their autonomy and intelligence level will far exceed our current understanding, whether in on-chain DeFi operations or real-world smart interactions.
"Great things start small, often appearing as mere toys."
By 2025, the functions of AI Agents will become more efficient and intelligent, and they will become the core driving force in the Web3 world, driving profound changes in the decentralized ecosystem. With the rapid progress of technology, the autonomy and intelligence of AI Agents will break through the limitations of traditional tools and evolve into an indispensable part of blockchain and smart contracts. They are no longer just auxiliary tools, but intelligent partners capable of autonomous decision-making, complex task execution, and efficient collaboration. Users will be able to rely on AI Agents to complete seamless interactions, asset management, smart contract execution, and various other operations in the decentralized network. The rise of AI Agents will redefine our understanding of autonomy, intelligence, and collaboration patterns, injecting new vitality and momentum into the Web3 world. 2025 will be a critical starting point for AI Agents to lead the new era of intelligent decentralization.
