The AI Agent market continues to develop, with DeFAI, game agents, and investment DAOs becoming new emerging hotspots.
Original title: "AI Agents Weekly Recap"
Author: sandraaleow, member of kaitoai and partyhatDAO
Compiled by: zhouzhou, BlockBeats
Editor's note: This week, the AI Agent market has shown a trend of diversified development. DeFAI (DeFi + AI) projects like ANON and Griffain have received attention, promoting multi-chain functionality and automation. Game agents like Virtuals have expanded their potential beyond entertainment, and Solana's AI hackathon and SendAI are accelerating AI application innovation. Investment DAOs are optimizing their decision-making using AI agents, showcasing a new decentralized investment model. The rise of AI agents has sparked widespread discussion, with developer functionality and token mechanisms becoming key.
Overall Trend
The mention volume of agents has reached a historical high, indicating that more and more people believe agents are not just a temporary trend, but a transformative force with the potential to disrupt multiple industries and change our daily lives.
According to CoinGecko's agent categories, the total market capitalization of the agent market today has reached $15.5 billion.
The focus on AI topics has reached 70% for the first time this week (kaitoai).
External Attention Trends for Agents
Kaito Pro Paid Features
Agent attention = Quantified external mentions of the token/stock code
Overall attention distribution - heat map (past 7 days):
- AIXBT still dominates, with over 33% of the total AI agent token attention, followed by AI16Z and Fartcoin in the top three.
- Eliza and Zerebro are in the middle (both over 5%).
- Virtual also maintains a significant share (5.25%).
Observations and Conclusions (based on 7-day and 30-day attention changes):
1. AIXBT still leads
2. AI16Z is gaining momentum
3. Fartcoin, Bully, and Luna have declined
4. Eliza & Virtual are rising
5. Zerebro remains stable
Agent KOL Field Trends
agentKOL attention = Measure the "smart interaction" level of agents on Twitter, focusing on meaningful interactions (likes, retweets, replies) from key influencers or high-value accounts.
Top 7-day agentKOL attention growth list:
- Thales ai
- virtuals io
- s8n
- centienceio
- CryptoEternalAI
- MinetardAI
- bossu online
- Vader AI
- AimonicaBrands
Agent Attention (External Mentions) vs. Agent Interaction
Observation 1: AIXBT's external mentions and interactions have both declined.
The discussion on AIXBTagent has clearly decreased, especially as the novelty of its high-cost terminal access (around 200-300K AIXBT tokens) has worn off, and the initial hype has subsided. Although it initially attracted significant attention, external mentions and interaction metrics have declined over time.
Observation 2: Emerging players in the agentKOL space
The agent space is undergoing changes, with more and more projects and teams launching their own agents, trying to carve out a niche in this topic. While it remains uncertain whether these new players can sustain agent interactions, the next few weeks are worth watching.
Observation 3: Market leaders showing signs of fatigue
Notably, the agent interactions of Zerebro and Goat have declined significantly as new players enter the agentKOL space. For example, Zerebro's agent interactions peaked at 24% in mid-November and have now dropped to 2%. Reviewing the past 3 months in the agentKOL space, Goat had been the second-largest player after AIXBT. However, it is evident that the hype for Truth Terminal has subsided, and attention has shifted towards these emerging players.
Key Accounts in the Agent Space
Top accounts mentioning the term "agent" in the past 7 days:
Top accounts mentioning the term "agent" (by external mentions):
- s4mmy - 40 mentions
- cyrilxbt - 32 mentions
- shawmakesmagic - 27 mentions
- beast ico - 24 mentions
- lordofafew - 21 mentions
Top accounts mentioning the term "agent" by highest intelligent interactions (past 7 days):
- shawmakesmagic - 303 intelligent interactions
- aixbt agent - 141 intelligent interactions
- defi0xjeff - 121 intelligent interactions
- 0xcygaar - 105 intelligent interactions
- 0xglu - 99 intelligent interactions
Key Discussion Topics
defi0xjeff discussed the accelerating development of DeFAI (DeFi + AI) and emerging trends in the agent space, focusing on the role of abstraction layers, automated trading, and AI-driven DApps. He also mentioned the competition in the abstraction layer space and the potential of automated trading agents.
eigenlayer announced a collaboration with Eliza Labs to host an AI agent hackathon, focusing on building the next generation of AI agents. The event will take place in Denver, aiming to foster collaboration and innovation among developers.
TheSmarmyBum raised the question of whether AI agents need tokens, emphasizing the economic agency and shared economic framework that tokens provide for AI agents.
sreeramkannan discussed the concept of self-sovereign verifiable services (AVS) for AI agents, highlighting the need for verifiable computation and how agents can operate autonomously in a decentralized environment.
RaoulGMI shared his views on the AI agent theme, suggesting that it may be a medium-term trend that has gained attention due to the lack of other captivating narratives.
defi0xjeff continued to discuss the emerging trends of the agent metaverse and AI-driven ecosystems, emphasizing the potential for solid returns by positioning early on these trends.
elliotrades compared the current AI agent trend to the "DeFi summer" period, considering AI agents a significant breakthrough in the application of AI technology in the crypto space, and predicted a large-scale expansion in Q1/Q2.
Rewkang emphasized the importance of developer functionality in AI agent platforms, suggesting that successful platforms will be those that maximize what developers can do, similar to successful platforms in other industries.
This Week's Observations / Trend Highlights
The Rise of DeFAI and AI-Driven DAOs
A notable example this week is ANON, led by Daniele Sesta, where many believe Heyanon is aligning with the DeFAI trend by automating complex DeFi tasks (such as arbitrage, yield farming, and risk management) using AI.
Heyanon's ecosystem includes multiple components, such as the AI research agent Gemma, which can track whale movements, monitor social sentiment, and identify yield opportunities. This integration aims to provide users with actionable insights and facilitate seamless trade execution. The project is positioned as a comprehensive AI-driven DeFi solution, focusing on multi-chain functionality and automation, making it a strong competitor in the DeFAI space.
Griffain, a leading DeFAI project from the Solana ecosystem, has had an impressive market performance this week, reaching a new all-time high in market capitalization. Other emerging projects like Neur and Orbit are also growing.
The Rise of Game Agents
Game agents are attracting attention, as they bring new interactivity and personalized experiences to the gaming domain. Virtuals is working to showcase the potential of game agents beyond just "entertainment".
Solana AI Hackathon and Sendai
The Solana AI Hackathon has attracted a significant number of projects and driven market activity. While some have expressed concerns about the speculative token issuance and market manipulation, the event still demonstrates the growth momentum of Solana in AI agent development.
The Solana Agent Kit has seen widespread adoption, allowing developers to deploy AI-driven applications on-chain. Sendai and the AI Agent Kit are helping to position Solana as a center for AI-driven innovation, which may lead to the emergence of more agent projects and solidify Solana's position in the DeFAI space.
The Rise of Investment DAOs
Investment DAOs, particularly on platforms like daos.fun, are becoming a decentralized alternative to traditional venture capital. This platform supports the launch of multiple DAOs, attracting increasing attention. Investors are optimizing their decisions through AI agents, and investment DAOs are becoming a more flexible and data-driven alternative to traditional investment models.
