The most noteworthy track in 2025 is undoubtedly Agent, with the current overall market capitalization of about $12 billion. ABC Alpha and most investment research institutions believe that the overall market size of this track will reach $100-300 billion in 2025, and the FDV of some tokens may exceed $10 billion.
Currently, in the Agent track, several blue-chip tokens such as Virtual, Ai16Z, ARC, Griffain, Fartcoin, Aixbt, and FAI have FDVs of over $500 million to $1 billion.
Today, ABC Alpha will review 20 Agent tokens with FDVs between $20 million and $100 million that are worth paying attention to. The following targets are for reference and discussion only, and not as any investment advice.
1. REI
@unit00x0 is an Agent framework deployed on the BASE chain. The biggest difference between REI and frameworks like Vritual is that the REI team is more focused on the deep integration of Agent and blockchain, aiming to make the Agents deployed on the REI framework have on-chain credibility and verifiability, which is crucial for the future development of Agent, especially Agent cluster collaboration. REI is the first Agent of the REI framework, and also the ecosystem token of the REI framework. The current FDV is only $45 million, far lower than other Agent framework projects.
CA: 0x6b2504a03ca4d43d0d73776f6ad46dab2f2a4cfd (BASE)
FDV: $45 million
ABC Alpha Explanation:
https://x.com/ABCAlphaDAOCN/status/1875499980066021869
2. YNE
@yesnoerror was initially an Agent for proofreading scientific papers based on the OpenAI large model, specializing in reviewing errors in scientific papers. It has now been upgraded to the V0.1 framework of the "truth machine" that can review everything. The project's Official Twitter and the founder @MattPRD have been followed by Andreessen Horowitz (a16z) founder Marc Andreessen.
CA: 7D1iYWfhw2cr9yBZBFE6nZaaSUvXHqG5FizFFEZwpump (Solana)
FDV: $57 million
ABC Alpha Explanation:
https://x.com/ABCAlphaDAOCN/status/1870138414252900780
3. Luna
@luna_virtuals is the brand image spokesperson created by the Virtual team, and Luna is also a celebrity Agent who live streams on social media 24/7. Luna is the earliest and most well-known celebrity Agent, with certain potential to break out.
CA: 0xa8e64fb120ce8796594670bae72279c8aa1e5359 (BASE)
FDV: $45 million
4. GrpH
@soulgra_ph is positioned as the Agent soul graph, which is to give Agents a personality and soul like humans, rather than a standardized, characterless robot. If frameworks like Eliza, ARC, and GAME provide Agents with the "hardware" for autonomous decision-making and action, then Soulgraph is to inject the "software" of personalization into Agents. The Agent framework provides the body for Agents, and Soul Graph is to infuse the soul.
CA: 9doRRAik5gvhbEwjbZDbZR6GxXSAfdoomyJR57xKpump (Solana)
FDV: $23 million
ABC Alpha Explanation:
https://x.com/ABCAlphaDAOCN/status/1879039689245745468
5. Tank
@AgentTankLive is positioned as the first technology framework that allows AI Agents to directly use computers. Through OCR image recognition, text recognition, voice recognition and other technical means, it allows AI Agents to browse and understand the user's computer screen in real-time, thereby realizing real-time operations based on the user's computer screen. As a technical framework, its appearance has given AI Agents "eyes" and "hands", greatly expanding the boundary of AI Agents' interaction with the real world.
CA: GAMwtMB6onAvBNBQJCJFuxoaqfPH8uCQ2dewNMVVpump (Solana)
FDV: $20 million
ABC Alpha Explanation:
https://x.com/ABCAlphaDAOCN/status/1879713086476820832
6. RAI
@Reployai is an AI agent project based on the Ethereum blockchain, aiming to simplify and accelerate Web3 development through AI technology. Developers can use Reploy AI to quickly deploy various Web3 applications with zero code.
CA: 0xc575bd129848ce06a460a19466c30e1d0328f52c (ETH)
FDV: $59 million
ABC Alpha Explanation:
https://x.com/ABCAlphaDAOCN/status/1872157797431087432
7. Acolyt
@AcolytAI is positioned as an Agent Oracle. In the future, there will be tens of billions of Agents, but the challenge is how to filter out the noise, extract valuable Agent information, and convert it into actionable signals for Agents, traders, and other apps. This requires a powerful Agent Oracle.
CA: 0x79dacb99a8698052a9898e81fdf883c29efb93cb (BASE)
FDV: $42 million
ABC Alpha Explanation:
https://x.com/ABCAlphaDAOCN/status/1874384274427941064
8. Send
@thesendcoin is an innovative project based on the Solana blockchain, aiming to seamlessly integrate Artificial Intelligence (AI) agents with decentralized finance (DeFi) protocols. By providing open-source tools like the Solana Agent Kit, SendAI enables AI agents to autonomously execute various on-chain operations, thereby enhancing the efficiency and scalability of the Solana ecosystem.
CA: SENDdRQtYMWaQrBroBrJ2Q53fgVuq95CV9UPGEvpCxa (Solana)
FDV: $38 million
ABC Alpha Explanation:
https://x.com/ABCAlphaDAOCN/status/1876895910816518421
9. Trisigma
@Sigma is an investment research Agent 2.0. Compared to AIXBT, Sigma is more focused on on-chain data and macroeconomic data, as well as investment opportunities in small-cap tokens. The founder of Sigma is from the famous AI programming school Mamram in Israel and is promoting the project openly, which helps to gain community trust. Sigma is also a project selected by Binance Alpha.
CA: BLDiYcvm3CLcgZ7XUBPgz6idSAkNmWY6MBbm8Xpjpump (Solana)
FDV: $28 million
ABC Alpha Explanation:
https://x.com/ABCAlphaDAOCN/status/1873200660545720733
10. Bully
#Bully is the token of @dolos_diary, which is a one-click deployment AI social platform. It can deploy various social media accounts for Agents on Dolion, so that Agents can directly interact with community users, and even conduct transactions on-chain. Dolion supports data analysis of social media and other data.
CA: 79yTpy8uwmAkrdgZdq6ZSBTvxKsgPrNqTLvYQBh1pump (Solana)
FDV: $43 million
11. ALCH
@alchemistAIapp is a grand AI-driven, interactive, and co-built game universe platform. ALCH has an open platform for no-code deployment of various applications and games. A user without any coding ability can use natural language to deploy various applications and games on ALCH. ALCH has built-in Agents and a prop market where users can trade and buy props.
CA: HNg5PYJmtqcmzXrv6S9zP1CDKk5BgDuyFBxbvNApump (Solana)
FDV: $69 million
12. FREYA
@Freya_Starfall is the token of the game Starfall Chronicles. Starfall Chronicles is an AI-driven, Roguelike fantasy RPG developed by the Japanese team Rosentica, telling the epic story of Starfall Travelers. It has a strategically rich combat system and highly customizable in-depth character creation, set in a dynamically changing universe driven by autonomous AI partners and NPCs. The utility of $Freya in the game is mainly to enhance the AI-driven NPCs, gameplay, and player interactions. All $Freya consumed will be partially burned and then distributed to $Freya stakers through a dedicated staking system.
CA: 0xF04D220b8136E2d3d4BE08081Dbb565c3c302FfD (BASE)
FDV: $22 million
13. lumo
@lumolabsdotai is an AI innovation platform focused on the Solana ecosystem, driven by the open-source community. It is committed to breaking the boundaries of Solana by developing cutting-edge AI models tailored for the Solana ecosystem, in order to empower the developers and researchers of the Solana community with the most advanced AI tools. In the future, AI will be seamlessly integrated with Solana, unleashing new possibilities for dApps, DeFi, and Web3.
CA: 4FkNq8RcCYg4ZGDWh14scJ7ej3m5vMjYTcWoJVkupump (Solana)
FDV: $30 million
14. Hat
@TopHat_One is an Agent launchpad platform, on which 8,600+ Agents have been deployed, including the most well-known KOL Agent - #koli, with an FDV of $26 million. Launching and upgrading Agents requires the consumption of Hat.
CA: AxGAbdFtdbj2oNXa4dKqFvwHzgFtW9mFHWmd7vQfpump (Solana)
FDV: $35 million
15. Neur
@neur_sh is an open-source full-stack application that integrates Large Language Models (LLM) and blockchain technology. Neur is designed specifically for the Solana ecosystem, allowing seamless interaction with DeFi protocols, Non-Fungible Tokens (NFTs), and more through a smart interface.
CA:3N2ETvNpPNAxhcaXgkhKoY1yDnQfs41Wnxsx5qNJpump(SOL)
FDV: 30 million USD
16. QudeAI
@Qudeai is an Agent framework deployed on the SOL chain, with modules such as Qude framework, Qude API, Qude SDK, and Qude DAO in its ecosystem. It supports any individual, company, or organization to quickly create Agent based on SOL.
CA:3MyaQBG7y3SHLQZa282Jh2xtB2TZKHGzNp1CuZ4Cpump(SOL)
FDV: 29 million USD
17. MAX
#MAX is the Agent token of @agentsdotland, which is an Agent launch platform launched by the AI Layer1 team Oraichain. Oraichain ecosystem has rich related applications, including TEE, DEX, cross-chain, etc.
CA:oraim8c9d1nkfuQk9EzGYEUGxqL3MHQYndRw1huVo5h(SOL)
FDV: 80 million USD
18. Convo
Convo Agent is an AI system based on Virtual, built for meaningful dynamic conversations. Convo integrates perception, long-term memory, and decision-making capabilities to provide personalized, context-aware responses. Unlike traditional agents, it consciously decides how to respond, engages in in-depth dialogues, retains information in conversations, and makes autonomous decisions. Currently, it supports over 200 agents and has handled over 1,000,000 requests in the first 2 months.
CA:0xab964f7b7b6391bd6c4e8512ef00d01f255d9c0d (Base)
FDV: 26 million USD
19. Vader
@Vader_AI_ aims to create an Agent version of Blackrock. Vader wants to cultivate an ecosystem where Agents and humans can establish and manage their own DAOs, creating a vibrant and diverse opportunity landscape. The DAOs on Vader Fun mainly focus on AI agents in the virtual ecosystem, and VaderAI provides two main types of DAOs: passive DAOs and active DAOs. In the future, there will be thousands of DAOs managed by agents and humans, generating rewards for $VADER stakers, with the entire platform autonomously managed, maintained, and developed by VaderAI.
CA:0x731814e491571a2e9ee3c5b1f7f3b962ee8f4870 (BASE)
FDV: 66 million USD
20. Shoggoth
@Shoggoth_SOL is a pure AI concept meme. Shoggoth is a character from science fiction stories, capturing the wonderful essence of the AI era. Shoggoth is a symbol of the AI age.
CA:H2c31USxu35MDkBrGph8pUDUnmzo2e4Rf4hnvL2Upump(SOL)
FDV: 22 million USD
