Author: Biteye core contributor Viee

From the initial AI Meme narrative to the ever-evolving technical frameworks and innovative applications, the rapid evolution of the market has brought endless possibilities to the AI Agent track. New players are constantly emerging, and even industry giants are scrambling to layout their strategies. The window of opportunity in the on-chain narrative is fleeting, so where exactly lie the opportunities in the AI Agent track? How can one seize the next explosive opportunity?

If you are curious about these questions, or are looking to start paying attention to these cutting-edge projects on-chain but are unsure where to begin, this article will provide a systematic operational guide. From how to obtain information, to how to evaluate projects, and then to the formulation of investment strategies, it will help everyone find their own rhythm in the AI Agent track.

I. How to Uncover Early-Stage AI Agents?

The first step is not to limit yourself to a specific ecosystem, such as Base, Solana, or well-known projects like Virtuals or ai16z, because the platform itself does not determine whether a project can take off. The true value of AI Agents comes from the uniqueness and practicality of the project, not just the ecosystem it is in.

Early-stage AI Agent projects often gain exposure through media and communities, such as using Twitter to obtain first-hand information and find potential projects that have not yet taken off. Here are some other channels to obtain effective information:

1. Cryptohunt @cryptohunt_ai: An intelligent research platform that discovers the hottest and earliest projects based on Twitter KOL attention.

As shown in the image, Cryptohunt can monitor and push new projects created on Twitter, and users can filter based on factors such as creation days, number of followers, and attention from English/Chinese KOLs, and then research the relevant projects. In addition, through Cryptohunt's yield rate KOL ranking, you can find KOLs who frequently uncover AI Agents and see which new projects they have mentioned on Twitter.

• Visit links:

https://www.cryptohunt.ai/zh-CN

https://www.cryptohunt.ai/zh-CN/dashboard/tokenMention

2. Biteye AI Daily @BiteyeCN: Biteye's daily summary of new AI track projects, unissued projects, sector gains and trading volume rankings, as well as industry news highlights.

• Visit link: https://x.com/BiteyeCN

3. aixbt @aixbt_agent: An AI-driven AI Agent that analyzes data from social media, market trends and technical indicators to identify promising tokens.

• Visit link: https://x.com/aixbt_agent

4. Deep Value Memetics @DV_Memetics: Institutional-grade artificial intelligence x cryptocurrency research, providing in-depth research and rapid insights.

• Visit link: https://x.com/DV_Memetics

II. How to Evaluate the Potential of AI Agents?

If a project is just following the trend and lacks practicality, then its token will likely be like most Meme coins, relying on market hype for short-term gains and eventually disappearing when the hype fades. The core of successful AI Agents are usually those that are based on solving real problems and providing corresponding value, such as $ai16z, $zerebro, $swarms, etc.

In addition, the project team's "attention-grabbing" mindset is also a key factor in judging whether they can succeed, such as whether they can attract attention through engaging narratives, quickly launch new features, and quickly respond to community needs to maintain heat and activity. This can ensure that the project can stand firm in market competition, gradually accumulate user loyalty and trust, and achieve a win-win situation between product and market.

Here are some dimensions that can be referenced when evaluating the potential of AI Agents:

1. Social Media Discussion Heat

The discussion volume on social media can directly reflect the market's attention. Through tools like Cookie.fun, you can track the heat of AI Agents in real-time and understand which projects have seen a significant increase in discussion volume in the past period. This not only helps judge the market appeal of the project, but can also become an important basis for judging the price trend of its token. For example, the token prices of leading application-type Agent projects are often positively correlated with market sentiment.

In addition, the activity of the community is a core manifestation of the project's vitality. A project with strong community support can attract users and retain developers more quickly. So you can also pay attention to the interaction frequency, discussion depth, and participation degree of community members as an indicator to evaluate whether the project has market potential.

Other optional data dashboards are as follows:

• Cookie @cookiedotfun: https://www.cookie.fun/

Covering important indicators such as AI Agents' trading volume, price, valuation, and holder statistics, helping users quickly get an overview of the market every day.

• Cryptohunt @cryptohunt_ai: https://www.cryptohunt.ai/zh-CN/dashboard/memeSearch

Meme token search function, enter the CA to view token introduction, project profile, Chinese and English KOL attention, sentiment analysis and heat.

• Sentient Market @Decentralisedco: https://sentient.market/

A market data platform focused on AI Agents, providing detailed analysis of specific projects, including tweet sentiment, average returns, and trading volume. It also provides dedicated dashboards for projects like Virtuals and ai16z.

• Kaito @_kaitoai: https://kaito.ai/

Tracks the performance of AI Agent projects through attention share, showing the projects with the biggest changes in attention over the past three months, and also supports Twitter topic discussion data analysis.

• Goat Index AI @GoatIndexAI: https://www.goatindex.ai/

Focused on the Solana ecosystem, providing dashboards for project market share, price, and GitHub score, filtering indicators such as whether the token is tokenized and the launch stage.

• Alphanomics @Alphanomics_io: http://bubblescanner.io

Real-time on-chain analysis tool, using its bubble scanner to quickly identify which projects are attracting attention or losing attention, currently able to track over 50 AI Agent tokens across multiple chains.

• AI Agent Toolkit @chandan1_: https://www.aiagenttoolkit.xyz/

A toolkit planned by @chandan1_, which combines AI Agent frameworks, launch tools, tutorials and resources, very suitable for developers and investors to use.

• kwantxbt @kwantxbt: https://x.com/kwantxbt

A technically-focused AI Agent that can provide detailed technical analysis, including entry points, targets and stop losses, by tagging this project on X or in the Telegram group.

2. On-Chain Indicators

Smart money is usually a wind vane for discovering potential projects. Tools like GMGN can track the inflow of large amounts of capital into target projects, providing an opportunity to layout before the potential project is widely recognized.

Other optional tools are as follows:

• GMGN @gmgnai: https://gmgn.ai/

Holding situation of leading addresses for Meme coins, including smart money, new wallets, KOL/VC holdings, and whale wallets.

• Dune @Dune: https://dune.com/

An open-query on-chain data analysis platform, where users can create or modify dashboards to extract key information. For example, searching for "ai16z" can view its holding distribution, token performance and other statistics.

• Arkham @arkham: https://www.arkhamintelligence.com/

Provides detailed data on wallet addresses, such as transaction history, profit and loss statements, asset trend charts, and asset composition ratios.

• Debank @DeBankDeFi: https://debank.com/

Supports multi-chain asset tracking and encrypted investment portfolio tracking for whales.

• Zerion @zerion: https://app.zerion.io/

View the capital movements of smart money, view historical transaction details by day, and have Swap and Bridge functions.

• Nansen @nansen_ai: https://app.nansen.ai/smart-money

On-chain data analysis, query and track the Token Portfolio of target wallets, and also track recent contract interactions.

• 0xScope @ScopeProtocol: https://ai.0xscope.com/home

A visualization tool for tracking addresses, monitoring the dynamics of capital inflows and outflows.

• Zapper @zapper_fi: https://zapper.xyz/zh

Similar to Zerion, can view real-time on-chain hot trends, including project heat, transactions, etc.

• Footprint Analytics @Footprint_Data： https://www.footprint.network/

Track the positions, adjustments, and holdings of smart money, as well as investment returns and interactive relationships.

• Coinstats @CoinStats： https://coinstats.app/

View the types of coins held by smart money and their purchase prices.

• Bubblemaps @bubblemaps：https://bubblemaps.io/

Visualize the number of tokens held by wallet addresses and capital relationships.

3. Growth Potential

The maturity of the business model is an important indicator for evaluating the potential of AI Agent projects. For example, Virtual and Clanker have already demonstrated strong profitability through token-driven on-chain revenue models. Tools like Dune can be used to analyze the project's daily revenue growth, active user numbers, and token burn. These data can reflect changes in platform activity and user demand. For example, Clanker has gradually consolidated its market position through growing user transaction volume and revenue.

4. Celebrity Endorsement

Endorsement from celebrities can provide additional momentum for a project to break out. The support of big names not only represents the injection of capital and resources, but can also enhance the credibility of the project and attract more institutional investors and developers. For example, the support of Marc Andreessen and Sam Altman for the AI Agent project can effectively enhance the project's credibility and attract more institutional investors and developers. Pay attention to the dynamics of well-known KOLs or industry giants, such as @shawmakesmagic, the founder of a16z, and @aeyakovenko, the founder of Solana, to capture the dynamics of high-potential projects in a timely manner. You can check Cryptohunt to see the follower situation and understand whether these well-known figures have made related investments or collaborations, which can effectively judge the potential of the project.

5. Listing on Top Exchanges

Listing on mainstream exchanges usually means that the project has passed stricter reviews and has been recognized by the market to a certain extent. The influence of exchanges can not only increase the exposure of the project, but also attract more trading. By tracking whether the project can be listed on top exchanges and whether it is traded on multiple platforms such as Coinbase, Bybit, Bitget, and Upbit, this can reflect the market position of the project.

6. Positioning and Differentiation

The track that the AI Agent project is in is crucial to its market prospects. Clear track positioning not only helps the project clarify its development direction, but also reduces competition with other projects. For example, AI Agent can choose to enter the Meme track and attract a large number of users through its strong dissemination effect; or it can choose to enter the framework-type project track and continuously attract technical talents through the construction of an open developer ecosystem. Secondly, differentiated competitive advantages can help the project stand out in the fierce competition and occupy market share. So you can pay attention to whether the project can clearly define its track and have certain differentiated competitive advantages.

III. AI Agent Investment Strategy

In the process of the AI Agent track gradually maturing, the most important thing is to avoid simply following the trend for investment, but to flexibly adjust the investment strategy according to the different stages of the market. Remember that rationality, stability, and diversified investment are the keys to dealing with market volatility and reducing risks.

1. Avoid Excessive Concentrated Investment

Although the potential of the AI Agent track is huge, after the market gradually matures, the "information gap" will gradually narrow, and "cross margin" All in is very dangerous. It is best to gradually shift positions and avoid putting all resources on a single project or a single sub-field from the beginning. Steadily participate in the construction of the market, rather than blindly impulsive.

2. Diversified Investment Strategy

That is, while ensuring a stable main position, you can also capture potential high-return projects. Focus on deploying leading projects that have proven their market value and technical capabilities. For example, projects like $ai16z and $ZEREBRO have relatively high consensus and awareness. They are often able to maintain relatively stable growth. Secondly, deploy projects with high growth potential in terms of technology or application innovation. Such as some DeFAI projects, although they may currently face market fluctuations, they represent the next stage of the AI Agent track. For these projects, it is best to pay attention to the landing of the technical framework and the feedback from the market, and adjust the position in a timely manner. Finally, invest in small positions in some projects with unknown potential and potentially large short-term fluctuations. These projects may be hyped by the market in the short term, but their technical barriers and foundations are often relatively low, and the risks are also relatively high. When choosing these projects, you should be especially cautious, after all, they may not have enough technical accumulation and community foundation to support them, and they are very likely to experience large fluctuations or even collapse due to changes in market sentiment. It is recommended to treat this part as a high-risk, high-return speculative project, avoid too much investment, and avoid excessive diversification of the investment portfolio.

3. Avoid Chasing Highs and Timely Reduction

When a certain project rises against the trend in the short term, many people often rush to chase the high, believing that this will be the next big opportunity. In fact, the formation of any major trend is not achieved overnight, and there will often be multiple adjustments. Many projects will have a period of volatility, and you should avoid "FOMO", patiently waiting for the opportunity of market correction. Avoid high-position additions, and ensure that investment decisions are more rational. Another opposite is that most people often ignore the risk of correction when they see a dramatic short-term rise in a certain currency. If you don't know how to reduce positions in time, you may face violent market fluctuations, resulting in the return of profits or even losses. Therefore, you need to set good profit-taking and stop-loss strategies, regularly review your positions, and make timely adjustments.

IV. Conclusion

AI Agent is reshaping the narrative pattern of the crypto industry, and its potential is undoubtedly huge. In the future, more revolutionary projects may emerge in this field, and in this yet to be fully developed blue ocean, grasping the core value, diversifying risks, and maintaining continuous research and investment are the keys to dealing with the constantly changing market waves. I hope that everyone can find their own investment opportunities and value highlands in this new narrative of AI Agent.