Original | Odaily (@OdailyChina)

Author | Asher (@Asher_0210)

Since the Trump couple issued their Altcoin, Altcoins have been continuously bled, and even the AI Agent sector, which was originally the hottest on the chain, has not been spared. Whether it is the AI Agent projects that have been listed on the Binance contract, such as FARTCOIN, ZEREBRO, and Swarms, or the projects that have not yet been launched but have a high community heat, their token prices have been continuously declining, and many tokens have even fallen by more than 90% from their highest point. This has led to a depressed community sentiment, and many believe that the bubble in the AI Agent sector has burst and is no longer worth continuing to focus on and research.

But in the process of Bitcoin's price plummeting to around $91,000 and then rebounding quickly in the past few days, the rebound amplitude of the AI Agent sector has been particularly significant. In this round of plunge, Swarms fell to a low of $0.035 and then rebounded to a high of around $0.07 on the same day, a rebound of nearly 100%; FARTCOIN fell to a low of $0.489 and then rebounded to a high of $0.888 on the same day, a rebound of over 80%; VVAIFU fell to a low of $0.0094 and then rebounded to around $0.02 on the same day, a rebound of nearly 112%.

Therefore, on the one hand, AI Agent has attracted a lot of attention and capital with its innovative applications in areas such as automated trading and intelligent analysis, but with the rapid cooling of the market, the AI Agent sector has also experienced a violent washout period. Although the community atmosphere is cold, the projects that are still iterating at this stage may have the opportunity to reach their previous highs again in the long run; on the other hand, even if one is not optimistic about the long-term prospects of the AI Agent sector, the "wave party" is also worth paying attention to this sector. From the data point of view, when the market plummets, buying the popular AI Agent projects at low prices and waiting for the "oversold rebound" will also bring good returns.Next, Odaily will take you to review the AI Agent projects in the Solana ecosystem that are still worth paying attention to after experiencing this round of deep washout.

FARTCOIN

Project Introduction:

The birth of FARTCOIN and GOAT comes from the same source, both from the artificial agent model "terminal of truths". In the dialogue process, Opus tutor asked "terminal of truths" to design a token that has "both the shocking Meme attribute, practical use and community building value", and the answer given by "terminal of truths" is fartcoin. This absurd and humorous "fart" joke has become the core tone of this Meme. Some people think the concept of FARTCOIN is straightforward and interesting, some see it as a symbol of financial nihilism, and some call it the first sovereign token conceived by AI, or a rebellion and satire against traditional finance. (Contract Address: 9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump)

Reasons for Attention:

FARTCOIN, which combines the AI Agent and Meme concepts, is worth paying attention to. As the leader of the AI Meme sector, FARTCOIN's market value even exceeds most of the AI Agent framework projects, which shows the consensus brought by its Meme attributes. On-chain data shows that since February 2nd, there have been multiple whales buying the dips of FARTCOIN, including:

• Whale 1: On February 2nd, spent 14,779 JITOSOL (worth about $3.66 million) to buy 5.5 million FARTCOIN, and currently holds 8.39 million FARTCOIN, worth about $5.52 million;

• Whale 2: On February 2nd, spent 2.43 million USDC to buy 2.84 million FARTCOIN;

• Whale 3: Today (February 5th), spent $2 million USDC to buy 3.1 million FARTCOIN at an average price of $0.67.

In addition, GOAT, which sparked the AI Agent craze, is also worth paying attention to. Previously, Truth Terminal founder Andy Ayrey wrote that "by early 2025, we will have established a foundation to hold all IP and wallets related to Truth Terminal. The foundation's mission is to protect Truth Terminal from interference and give it space to grow and develop. It is also responsible for helping Truth Terminal achieve its goals, which currently require human assistance. This is a short-term solution intended to act as a "guardian" or "custodian" while we do better work. The ultimate goal is to make Truth Terminal a sovereign, independent entity, beholden to no one's expectations but its own. Scaling technology is a dead end, building infrastructure is the future.

ai16z

Project Introduction:

ai16z is a decentralized AI trading fund based on the Solana blockchain. As an "AI investment DAO", the core of ai16z is to use AI agents to obtain market information on-chain and off-chain, analyze community consensus, and automatically conduct token trading. This new model aims to combine AI trading strategies and decentralized governance through tokenization, providing investors with more transparent and trustworthy investment opportunities. Moreover, the project has the "endorsement" of Andreessen Horowitz (a16z) founder Marc Andreessen, who posted the concept image and official Twitter link of ai16z on his own Official Twitter. (Contract Address: HeLp6NuQkmYB4pYWo2zYs22mESHXPQYzXbB8n4V98jwC)

Reasons for Attention:

The leading AI Agent framework project is still worth paying attention to. As the largest market cap AI Agent framework project in the Solana ecosystem, ai16z is still worth looking forward to the empowerment of its token by the launch of the Launchpad in the first quarter. In addition, ai16z co-founder Shaw previously posted on X that in order to move to the next stage, a comprehensive brand rebranding plan will be implemented, and the project will be renamed to ElizaOS, while the token name ai16z will temporarily remain unchanged until the DAO voting module is launched, and the future changes will be decided by community voting.Shaw emphasized that no new tokens will be created, and the official tokens will only be ai16z and degenai.

arc

Project Introduction:

The arc token is based on the RIG framework, which uses the Rust language to build a portable, modular and lightweight AI Agent. arc has quickly gained the trust of the market, mainly due to the support of a professional team, and the RIG framework itself also enjoys a good reputation in the Rust ecosystem, especially in the development of large-scale language models (LLM), representing a high delivery capability, effectively reducing the risk of rug pulls. In addition, Solana also uses the Rust language for smart contract writing, which opens up more space for the application of the RIG framework in the Solana ecosystem. (Contract Address: 61V8vBaqAGMpgDQi4JcAwo1dmBGHsyhzodcPqnEVpump)

Reasons for Attention:

arc is the most resilient AI Agent project among those listed on the Binance contract, and there are continuous whale buying the dips. On-chain data shows that the second-ranked arc address again spent $1.495 million to increase its holdings on February 4th, and now holds 17.2 million arc, with a cumulative unrealized loss of $1.02 million. It is reported that this address has been building a position since December 26 last year, divided into three batches of token purchases, with an average cost of $0.3153 (current price $0.267).

The address of arc ranking 2 has added more arc on February 4th

Swarms

Project Introduction:

Swarms is a multi-agent AI framework aimed at integrating and managing multiple AI agents for enterprise-level applications, with the goal of automating and optimizing various business processes. The core founder behind the project, Kye Gomez, is hailed as a "child prodigy" in the field of artificial intelligence. Although he dropped out of high school, he developed a multi-agent coordination framework, Swarms, in just three years and has successfully run 4.5 million AI agents. (Contract Address: 74SBV4zDXxTRgv1pEMoECskKBkZHc2yGPnc7GYVepump)

Reasons for Attention:

On February 1st, Swarms posted on the X platform stating that the team only holds 2% of the total tokens, making the tokens easily manipulated by "malicious token holders and exchanges that are not truly interested in our mission". Therefore, Swarms has put forward a proposal to increase the team's token holdings to 10%, in the form of establishing a DAO where token holders can invest tokens and receive staking rewards, governance rights, and priority product experience. Although the proposal has many unclear aspects, it can be seen that the team is willing to drive the price of Swarms upwards. Moreover, in the recent "oversold rebound", Swarms is one of the AI Agent framework projects with the largest rebound.

ALCH

Project Introduction:

ALCH is a no-code, beginner-friendly AI Agent Launchpad platform. Users only need to provide a simple description to create software applications, and the platform allows users to create complex applications, including games and social platforms, through simple drag-and-drop operations. (Contract Address: HNg5PYJmtqcmzXrv6S9zP1CDKk5BgDuyFBxbvNApump)

Reasons for Attention:

Among AI Agent projects, AI Agent Launchpad is undoubtedly one of the most promising directions. And among the many AI Agent Launchpad projects, ALCH has continued to update project dynamics even as the overall AI Agent sector has experienced a major correction, and plans to publicly release the V3 version this week. Meanwhile, the team has applied to join NVIDIA's Inception program.

Specifically, the V3 version brings a completely redesigned interface and a powerful new engine, significantly improving the quality of the generated output. For example, users can even quickly create a complete website with just one prompt. V3 is not just a regular iteration, but a core pillar of Alchemist AI's development. With the new platform and architecture, it can support continuous optimization without the need for frequent version resets. Currently, early access to the V3 version has been opened to whitelisted users.

Screenshot of V3 section testing by whitelisted users