Recently, Nvidia founder and CEO Jensen Huang said at CES 2025 that AI Agent is an important future trend, or a new lever for the machine industry, containing billions of dollars in opportunities. AI Agent has become a key focus area for 2025, and projects that combine it with Blockchain have opened up more possibilities.
The total market cap of AI Agent has increased by 17.5% in 7 days
According to cookie.fun data, as of the time of writing, the total market cap of AI Agent is $15.2 billion, with a 17.5% increase in total market cap in 7 days. According to the ecosystem observation, the ecosystems with relatively large market shares are Virtuals and ai16z, with market caps of $4.94 billion and $2.09 billion respectively.
Source: cookie.fun
The top three projects by market cap are VIRTUAL with $3.3 billion, AI16Z with $1.72 billion, and FARTCOIN with $900 million. Below, we will focus on the recent hot projects.
Note: Most AI Agent projects are still in the early stage and are high-risk investments, with highly volatile token prices. This article is for information sharing and discussion only, not investment advice. DYOR.
Recent AI Agents worth noting
1. BUZZ
BUZZ's main narrative is to use AI Agent to lower and simplify the operational threshold of DeFi transactions and staking. It is currently the highest market cap project in the AI+DeFi market, and it is also the winning project of the Solana AI Hackathon. The developer @jsonhedman holds 5% of the supply and will lock it for one year. @jsonhedman is a programming enthusiast who started coding at the age of 14 and has won 12 hackathon awards, with certain achievements in the Web2 stack programming field.
Recently, BUZZ has reached a cooperation with zerebro, hoping to complete more cross-chain and large-scale operations with a lightweight and flexible framework. This cooperation is mainly to enhance and integrate the proxy function of ZerePy and the DeFi proxy suite of BUZZ. According to official data, BUZZ has 7,500 new users and has sent over 30,000 messages. It is worth noting that BUZZ is still in a very early stage, the product has not yet been launched, and the code is still in the initial development stage. As of the time of writing, BUZZ's market cap is $82.4 million.
Official Twitter: https://x.com/askthehive_ai
2. CATG
CATG's main narrative is AI+Trade, and it is also one of the winning projects of the Solana Hackathon. Compared to other Solana Hackathon projects, CATG already has some products. As shown in the figure below, the CATG official website has already taken shape, and it currently has 9,407 Safe tokens and 59,085 Risk tokens. More intelligently, CATG has integrated the activity levels of AI-related tokens. As of the time of writing, CATG's market cap is $22 million.
Source: app.boltrade.ai
Compared to BUZZ, CATG is already able to provide trading signals by monitoring and analyzing the market, but whether it can reach the expected AGI level remains to be further observed. Currently, CATG is still in the initial stage of token listing, with very large fluctuations.
According to Arkham's detection, the address: 2WfNxFN74pzJWKnXQ7NpkbnbEEhSLVJZGiB9NvxQ4Vpb, purchased 13% of the total CATG tokens when the tokens were just launched, and sold all the tokens within 10 minutes, with a profit of over 3,500%.
Source: Arkham
Official Twitter: https://x.com/boltrade_ai
3. VAPOR
VAPOR is based on the ElizaOS framework of ai16z, and is currently the only AI agent startup version of Hyperliquid. VAPOR was released on July 13, 2024, and its main feature is one-click deployment of AI agents without the need for coding. In addition, the agents launched on VAPOR will be locally integrated with the trading environment of Hyperliquid, and the AI agents can directly trade on L1.
It is worth noting that the VAPOR token economy is similar to Virtuals. Users need to pay VAPOR to create agents, and also need a certain amount of VAPOR tokens to create liquidity pools. In addition, the tokens also have a burning mechanism, and the launch of any agent requires burning a certain amount of VAPOR, the specific amount of which will be determined based on the price of VAPOR.
In terms of products, VAPOR has integrated social platforms such as X, Telegram, and Discord. In addition, VAPOR plans to run on the Hyperliquid testnet in 2025. The uniqueness of VAPOR has also attracted the attention of the internet celebrity "analyst" aixbt, which has caused VAPOR to surge over 500% in the short term. As of the time of writing, VAPOR's market cap is $55.4 million.
Source: @aixbt
Official Twitter: https://x.com/vaporwarefun
4. Focai
@focEliza is a branch of the Eliza framework, focusing on fully on-chain AI agents. It brings comprehensive Web3 security features to AI agents, making all Eliza-based AI agents have professional-level on-chain security protection. Its goal is for AI agents to be able to manage and make decisions on on-chain assets just like humans. In addition, the @focEliza development team has created a TEE plugin foundation for Eliza, allowing the AI agents generated by the Eliza framework to be generated in the TEE environment, thereby enhancing the security and verifiability of the AI agents.
Source: focEliza
Focai is the first immortal AI ape under this framework, also known as the first on-chain AI agent APE. Its operation mode uses the TEE technology of @PhalaNetwork, with the consciousness stored in the IPFS database and the identity registered in the Base smart contract. Therefore, Focai is seen by the community as a new case of AI Agent+TEE technology+data storage+on-chain framework.
In addition, Focai has also established a cooperation with Goplus, which is mainly focused on security chains, providing services such as Token security detection, NFT security detection, phishing website detection, and malicious authorization detection. This means that AI agents based on the @focEliza framework will have better security guarantees in asset management, community management, and other aspects. Focai integrates various elements such as on-chain framework, TEE, on-chain NFT, etc., and is currently a new exploration direction. As of the time of writing, Focai's market cap is $26.6 million.
Official Twitter: https://x.com/focEliza
5. DIN
@din_lol_ is a platform that has transformed from a data analysis platform to an AI Agent platform. Its predecessor was Web3 Go. @din_lol_ has recently attracted widespread attention for three main reasons: first, the project is in the testnet stage, and the TGE is imminent, attracting many airdrop users to participate; second, DIN is backed by the BNB Chain and is called the first AI Agent chain by the community, and has received investment from Binance Labs, with the potential to develop into a "Layer 2" on BNB; third, the core technology of @din_lol_ is worth noting, as most of the AI data on BNB is currently stored on Greenfield, while DIN is the storage giant of Greenfield.
Compared to other AI Agent projects, @din_lol_ has a longer development cycle, with more accumulation in both the team and the product. Currently, @din_lol_'s core products are mainly divided into three categories: the on-chain data analysis platform Analytix, the on-chain AI agent creation and asset platform Reiki, and the AI data collection tool xData. In the future, the official also plans to expand to more Web2 and promote the connection with Web3. Currently, DIN has over 1 million daily active users, processes over 100 million data points, and has over 30 million users on the platform. DIN is a representative project of the public chain service system solution, bringing more systematic services to AI Agents. However, the question to consider is whether DIN users can be retained after the airdrop and TGE hype subsides, and whether DIN can break through in the AI Agent's public chain Layer 2. Official Twitter: https://x.com/din_lol_ Summary: AI Agents have become the focus of industry attention, and the total market value of the track has repeatedly hit new highs. AI Agents projects also have diverse presentation methods, but the common problem they face is how to truly implement AI Agents. In addition, it is worth noting that there are different narrative subjects at each stage. For example, recently, after the Solana Hackathon event, DeFAI has become a market darling in the short term. However, from the current market projects, the AI Agents of DeFAI still have great uncertainty in execution and trading results. Interestingly, it is these uncertainties that constantly give rise to more opportunities and solve the current problems in the market. This is the charm of cryptocurrencies. Driven by AI Agents, we look forward to seeing more innovative cases being implemented, truly promoting social progress.
