When the narrative of AI agents gained traction last year, @virtuals_io became the first Launchpad to drive the tokenization of AI agents. Virtuals was the first to propose the value proposition of AI agent tokenization, allowing the creators of AI agents to kickstart, maintain, and train their agents through the value accumulation of AI agent tokens. This early innovation established Virtuals as the leading AI agent distribution network on the Base.
Competitive Growth of Solana
On the Solana chain, its highly concentrated retail ecosystem has driven the rapid growth of AI agents. Unique agents are launched every day, covering a variety of narratives. However, despite the highly concentrated ecosystem, the launch process on Solana remains relatively decentralized. Many agents choose to launch on @pumpdotfun or framework-agnostic players like @vvaifudotfun and @TopHat_One.
Comments on Solana's dominance in the AI agent space can be found here (for interested readers).
On Solana, due to the diversity of frameworks and ecosystems, there is no clear winner yet:
- Frameworks: @ai16zdao, @0xzerebro, @arcdotfun, @pippinlovesyou
- Launchpads: @vvaifudotfun, @TopHat_One
The market highly values the quality of the framework, including the diversity of integrations, customization capabilities, and potential use cases. If a framework does not have its own Launchpad, it will miss the opportunity to capture the full value stream of AI agents.
In contrast, Virtuals, by providing a sandbox environment like G.A.M.E. for developers to test and natively launch on its platform, has integrated the value. This model not only enhances visibility and brand awareness but also achieves revenue capture through transaction fees (1%-2%).
More information on Virtuals' value proposition can be found here (for interested readers).
Platforms that only provide frameworks miss out on revenue opportunities, while Launchpads without unique frameworks struggle to stand out.
Frameworks like ai16z are improving visibility and network effects by building their own Launchpads. Meanwhile, Launchpads are enhancing their capabilities by integrating technologies like Bittensor Subnets and @autonolas' agent marketplace, and have seen significant success, such as @CreatorBid's agents $DKING, $EOLAS, and $AION.
Rise of Vertical Launchpads
The competitive market has given rise to vertical Launchpads focused on specific sub-domains.
3D Models and Entertainment Launchpads
Lifelike animations and smooth motions are powerful tools to attract attention in the AI agent space. Visually appealing 3D models can help the community better connect with the products, thereby increasing interest and engagement.
- @HoloworldAI has emerged as an early leader in the 3D audio-visual layer domain. They launched one of the first 3D agents, @AVA_holo, and have since established partnerships with major ecosystem players like Virtuals and ai16z. Recently, Holoworld has launched a no-code building tool for creating visually compelling 3D agents. This Launchpad has also introduced a staking mechanism through a launch pool, making $AVA a framework token that can capture the value of 3D agent launches.
- @MoemateAI operates an ecosystem focused on 3D and entertainment, with a Web2 user base of over 5 million. Backed by @a16zcrypto and TechCrunch, Moemate focuses on creating dynamic AI companions for desktop browsers, video games, and VR/AR platforms. The successful launch of $MATES has made Moemate an entertaining AI agent Launchpad with a focus on entertainment.
- @youmio_ai, recently rebranded from the "Today" brand, has built a 3D agent creation platform designed for Virtuals and immersive gaming environments. The team focuses on developing sophisticated 3D worlds and no-code building tools, creating some of the most advanced 3D models in the crypto space.
- Youmio's origins in a Web3 gaming team provide a unique advantage. Their polished games allow for the direct integration of 3D agents into the gameplay, enhancing utility and engagement. This makes $LIMBO a framework/Launchpad token similar to Holoworld's $AVA, but with its own unique, game-centric approach.
DeFAI / Abstract Layer Launchpads
The rise of the DeFAI narrative has solidified the ecosystem leadership of many abstract layers in the DeFAI narrative. We are starting to see some DeFAI leaders become stage-gate Launchpads (partially realized or functionally incomplete Launchpads) to provide better visibility for the agents in their ecosystems.
@griffaindotcom is the first DeFAI abstract layer, aiming to integrate and coordinate the various agents within its ecosystem. Griffain has excelled in areas such as alpha research and trade execution.
One standout example is @mobyagent, a highly utilized tool on the platform. Moby is known for its ability to identify trends early (e.g., spotting the potential of $VINE before it became popular), allowing Griffain users to capitalize on these insights and generate profits.
This symbiotic relationship is crucial. Griffain provides visibility and a user base for Moby, while Moby provides utility and engagement for Griffain. As a result, $MOBY has seen significant improvements in brand awareness and price performance (PA).
Griffain's ecosystem is starting to resemble Virtuals, but with a focus on DeFAI - positioning Moby as the equivalent of @luna_virtuals for Virtuals.
If platforms like @orbitcryptoai, @askthehive_ai, and @HeyAnonai can successfully integrate efficient and practical agents with token functionalities into their abstract layers, they may also experience a similar trajectory.
More information on DeFAI / abstract layers can be found here (for interested readers).
TechFlow / Trading Intelligence Launchpad
The concept of trading intelligence is still in its early development stage, and there are currently multiple platforms competing to develop no-code tools. These tools allow users to design autonomous trading intelligence and raise funds for trading activities by pairing with tokens.
@Cod3xOrg is currently the leading platform for creating trading intelligence. It provides users with tools to fine-tune their trading strategies, even down to the smallest details. Here's a sneak preview of their platform:
Recently, Cod3x launched a Beta version, further highlighting the value of their flagship trading intelligence $TONY / @BigTonyXBT. BigTony grew an initial $500 portfolio to $75,000 in two months, with its trading record publicly verified on Debank, showcasing the platform's potential and reliability.
@Almanak__ focuses on institutional-grade quantitative trading strategies. Its platform allows users to create and test intelligent agents designed for advanced quantitative trading methods. Almanak has launched on @legiondotcc and plans to open a Beta test for Legion community users in mid-February.
Both Cod3x and Almanak have the potential to evolve into Launchpads focused on trading intelligence. If their trading intelligence can consistently provide significant investment returns, they will attract more user attention and incentivize more people to launch trading intelligence within their ecosystems.
Additionally, Cod3x has launched its own Launchpad makedotfun and provides strong liquidity support through its cdxUSD stablecoin. This mechanism further consolidates Cod3x's position in the ecosystem.
For more details on DeFAI / Trading Intelligence, please refer to the link.
Agentic metaverse Launchpad
@indiedotfun is a platform designed for game creators, aiming to simplify the development process of independent games and seamlessly integrate dynamic AI intelligent agents into games. More importantly, it allows creators to raise funds for their projects through a tokenized ecosystem, becoming a one-stop solution in the Web3 space.
Indie is positioning itself as the Launchpad for the "Agentic metaverse", enabling Web3 games to simultaneously launch their games, AI intelligent agents, and tokens. Recently, Indie announced a partnership with @ARCAgents, leveraging ARC's reinforcement learning technology to enhance the capabilities of AI intelligent agents. This technological integration allows the agents to be more interactive and dynamic, significantly improving the player experience in Indie games.
Through this collaboration, Indie provides a lightweight channel for developing and distributing independent games, while ARC empowers the intelligent agents in these games, making them more engaging and attractive. This synergy effectively addresses a key challenge in the early stage of games - player liquidity, by creating more appealing and dynamic gaming experiences to attract and retain players.
For more value propositions of Indiedotfun, please refer to the link.
Other Launchpads worth noting
@CryptoEternalAI: This is a decentralized AI framework and Launchpad that recently open-sourced its Solidity framework, providing greater convenience for developers across the ecosystem. This initiative aims to drive widespread adoption and technological innovation of decentralized AI applications.
@modenetwork: A Layer 2 blockchain focused on DeFAI, supporting various AI-driven decentralized applications (dApps) and innovative DeFi products. Recently, Mode launched Mode Terminal, an abstraction layer tool aimed at simplifying coordination and development processes within the ecosystem. This addition further strengthens Mode's position as a hub for AI and DeFi innovation.
@daosdotfun & @daosdotworld: These two platforms provide launch support for InvestmentDAOs, enabling human and AI-co-managed funds to easily raise funds through DAO tokens. Some leading ecosystems have emerged from these platforms, including @ai16zdao, @aicceleratedao, and @hardwAIreDAO, which are continuously pushing the boundaries of decentralized fund management and AI integration.
@distilled_AI / @agentsdotland: This is a unique intelligent agent Launchpad running on @Solana and @Oraichain, known for its signature agents (such as @maxisbuyin_ and @BlackRack_AI). The platform employs a unique revenue-sharing and staking model, not only incentivizing the creation of intelligent agents but also closely aligning with the community through a profit-sharing mechanism, enabling sustainable growth.
Future Developments and Final Thoughts
The Launchpad space is rapidly evolving, with new players constantly emerging, each striving to carve out their unique market. Anticipated future trends include:
Providing no-code Launchpads that allow users to create digital twin agents deeply integrated with Twitter or other social media platforms.
Focusing on context-aware conversational agents Launchpads, where these agents will achieve more personalized interactions across various social media platforms based on user needs.
Launchpads for NSFW (not safe for work) creators, potentially becoming disruptive products similar to AI-driven OnlyFans, offering new opportunities for creators.
DeAI (Decentralized AI)-based model and infrastructure Launchpads aimed at building a more open and collaborative decentralized ecosystem.
Core principles remain unchanged:
In the AI intelligent agent ecosystem, the key to success has always been: the framework and Launchpad must complement each other to maximize value. A strong framework provides the technical foundation for agent development and operation, while an efficient Launchpad can amplify the impact of the agents, and their synergy is the key to long-term growth for the ecosystem.
At the same time, the market always favors Launchpads that can introduce unique and value-added intelligent agents. If an ecosystem lacks standout agents that can capture user attention and spark imagination, it is likely to be gradually forgotten by the market.
For investors, the formula for building a successful "AI intelligent agent distribution network" is clear: Framework + Launchpad + Uniqueness = Success. By focusing on ecosystems that can generate widespread attention and price volatility in the market, investors can more easily identify the future leaders in this field.
The article and the previous articles mentioned many potential leaders who have provided a clear roadmap for future development. The common feature of these ecosystems is that they can drive technological innovation while attracting the attention of users and capital.
As the industry matures, the competition to build attractive smart agents and seamless startup capabilities will become increasingly fierce. In this process, the competition to capture market attention is also intensifying. Those Launchpads that can perfectly combine creativity and functionality are most likely to dominate the future AI smart agent field.
Full Disclaimer
The content of this article is for information and entertainment purposes only. The opinions expressed herein are not investment advice and should not be interpreted as investment recommendations. Readers should conduct thorough due diligence based on their own financial situation, investment objectives, and risk tolerance before making any investment decisions. This article is not an offer or invitation to purchase or sell the assets mentioned herein.
