AI Agent is back on the rise. What new projects are worth paying attention to in the past week?

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In the past few days, due to the reduced expectation of interest rate cuts by the Federal Reserve, the US stock market was hit hard, with the main index experiencing a significant decline, and Bitcoin briefly falling below $90,000 on the 13th. The AI Agent sector also saw a certain degree of cooling, with tokens such as Buzz, ai16z, ARC, and zerebro plummeting by around 50%. According to cookie.fun data, the AI Agent market capitalization fell from $19 billion on the 6th to a low of around $11.5 billion on the 13th, and has since rebounded to nearly $18.4 billion. This series of changes has undoubtedly poured a bucket of cold water on the previously hot market.

However, Bitcoin quickly recovered, rebounding to around $98,000 on the 14th, and the overall market sentiment also recovered. Among them, the AI agent tokens AIOS and SORA performed outstandingly in the second round of rebound, with AIOS focusing on developing an AI agent operating system and SORA focusing on developing a modular AI framework in Go, becoming the representative forces in the AI agent sector's rebound. In this round of market recovery, in addition to the leading projects taking the lead, the AI Agent series tokens have also been injected with vitality due to the emergence of new projects. This article selects three recently high-profile emerging AI Agent projects, AICC, AIOS, and SORA, all of which are from the Solana ecosystem and have quickly attracted a large amount of capital attention and participation after their launch, with their market capitalization showing significant growth.

AIOS: An AI Agent Operating System with FOMO and FUD

AIOS is an AI agent operating system that embeds large language models (LLMs) into the operating system and promotes the development and deployment of LLM-based AI agents. AIOS aims to solve the problems encountered in the development and deployment of LLM-based agents (such as scheduling, context switching, memory management, storage management, tool management, agent SDK management, etc.), and provide a better AIOS-Agent ecosystem for agent developers and users. AIOS includes the AIOS kernel and AIOS SDK (brain), and supports both Web UI and terminal UI.

AIOS has broad commercial prospects, with the goal of building an operating system and ecosystem for LLM-based intelligent agents, providing a unified interface for LLMs and tools, and can be applied in scenarios such as AI agent development, cross-model collaboration, and AGI research and development. The core advantage of AIOS is that it provides a unified interface, simplifying the integration and management of various LLMs and tools, solving the complex problems in the development and deployment of LLM-based intelligent agents, and significantly reducing the technical threshold for developing and deploying intelligent agents.

Moreover, AIOS is not just a "pie in the sky" of the project team, but a product-level AI agent operating system that has already been built, with over 3,700 stars on GitHub, indicating a high level of recognition.

On January 14, the AIOS Foundation announced that the Foundation will destroy the tokens it holds within 24 hours, totaling 66.61% of the total supply (64.03% and 2.58% respectively). In the future, with the launch of the AIOS Chain mainnet, the circulating AIOS on Solana can choose to migrate to the AIOSChain. At the same time, AIOSChain will mint and permanently lock native tokens in proportion to the burn volume to support the decentralized development of the ecosystem.

Driven by this news, AIOS surged by over 150% in a short period of time, with a market capitalization reaching $170 million. The current market capitalization is around $40 million.

However, the voices of FUD against the AIOS token have never stopped, from the project team saying that the Twitter account was hacked, causing a plunge, to suspicions about the narrative itself being meaningful, AIOS has stood out among the many tokens with both frenzy and skepticism, and then quickly fallen back.

SORA: An AI Dialogue Framework Developed in Go

Another project that has also emerged as a rising star is Sora. Sora Labs is an AI company focused on blockchain products, committed to making AI accessible to everyone (from individual developers to large organizations) and making it practical. By providing powerful tools and frameworks to simplify AI development, anyone can use these tools and frameworks to create, launch, and scale intelligent systems in real-world scenarios. Its main products are all open-sourced on GitHub:

1. Zen (main product): an open-source AI dialogue framework built with Go, aimed at creating powerful and easy-to-build systems, along with $swarms as an AI agent framework.

2. Hana: a Twitter AI agent based on the Zen framework.

3. Toolkit: developed with Go and Rust, aimed at helping to develop and manage tools that seamlessly collaborate with AI models.

4. Solana Toolkit: extends the basic Toolkit implementation to provide Solana-specific functionality.

The project team also announced that they will lock up their tokens for 6 months.

The Sora token was launched and its market capitalization reached $19 million within 2 hours, with a 24-hour trading volume as high as $75 million, and has since been fluctuating above $10 million.

AICC: From Shining Brightly to Falling from Grace - An AI DAO

AICC is a typical token that has experienced a high start and a low end. Within 3 days, it has gone from a dazzling and luxurious project to a "VC coin" that has been criticized.

AiccelerateDAO is a DAO focused on accelerating the development of decentralized open-source AI, with a list of advisors including ai16z founder Shaw, Virtuals Protocol core contributor EtherMage, EigenLayer developer relations manager Nader Dabit, and Story Protocol co-founder Jason Zhao.

After AICC officially launched on the chain, its market capitalization reached over $400 million, and after a price correction, it surpassed $370 million again within an hour, becoming another "AI sector speed-through". However, the participants of AiccelerateDAO were found to have profited greatly and quickly sold their tokens after the project was launched, quickly drawing the market's attention to the key issue of token distribution structure, sparking huge discussion and controversy in the community. AICC, its project team, and investors have also been caught in the vortex of public opinion responsibility. As a result, the AICC token price has been on a downward trend, with its market capitalization dropping to around $50 million, a nearly 80% decline from its previous high of $370 million.

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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