AI Agent Analysis Platform》How does CookieDAO empower $COOKIE by "selling shovels"? Key features at a glance

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After $TRUMP was issued by Trump, although the market was briefly plunged into a frenzy, the fleeting feast only made the post-party market seem more desolate, and the narrative of Ai Agent, which should have continued the momentum, also fell to the freezing point.

However, the Ai Agent narrative is still full of potential, and believers have already been lurking in what they believe to be the "diamond-strewn" narrative low tide, the projects they consider to be of high quality.

Among them, in addition to the well-known AI projects such as AiXBT, Ai16z, and Griffine, which are often mentioned in the market, CookieDAO is also seen by some investors as a "gem" waiting to be polished.

CookieDAO Feature Introduction

CookieDAO is an AI Agent data aggregation and analysis platform (tool), currently tracking a total of 1468 AI Agents. They have similar AI Agent project indexing functions to Coinmarket Cap and CoinGecko, as well as listing the current market capitalization, hot projects, Mindshare (market mind share), and many other basic functions of the AI Agent market.

Cookies have many functions, and the author will select the more important ones for introduction:

Key Feature 1: MindShare & Dominance

Let's first introduce the easier to understand Dominance. As the name suggests, it refers to the market share of the project in this track, and here the Dominance has two options to choose from: "Market Cap" and "Mindshare". In the example chart below, the filtering category is "Ecosystem", so the Dominance column above shows the market share of the top three ecosystems (Custom is a collection of projects that do not belong to a specific ecosystem), and the column below shows the ranking of the 24-hour growth.

Mindshare, on the other hand, is different from the general market share by market capitalization. CookieDAO defines Mindshare as:

Mindshare refers to the percentage of the total conversation volume of all AI agents that a particular AI agent occupies. (Mainly on Twitter)

According to the author's understanding, Mindshare can reflect the degree of attention a particular AI Agent has in the community. That is to say, even if the market capitalization of the AI Agent is very small, as long as its attention level is high, its Mindshare ratio can still outperform high-market-cap projects, which is a pretty good indicator for those who want to dig out potential Ai Agents.

Key Feature 2: Indexing

The indexing function should not need special introduction, as people who often look at coin prices should know it, but the indexing of CookieDAO is also intentional. In addition to the standard equipment such as price, market capitalization, trading volume and price change, they have also added Mindshare, Echo and market capitalization/Mindshare ranking items:

  • Mindshare: The percentage of the total conversation volume on Twitter of the token (ecosystem AI).
  • Echo: The percentage of being discussed among the top AI Agents, reflecting its influence in the core circle.
  • Market Cap/Mindshare Ranking Items: The top-ranked projects in the ecosystem by "Market Cap/Mindshare".

Key Feature 3: KOL Mentions

In addition, in the individual project analysis, Cookies also lists the basic information of the AI Agent such as market capitalization, holders, and participation in detail, and the unique "KOL Mention" function also makes people's eyes light up (the author uses AIXBT as an example):

The chart on the left shows which well-known KOLs have mentioned AIXBT at different time points.

Further clicking on "Social" can also see the "X Account Analysis" and "Popular Tweets" of AIXBT

Key Feature Four: Filtering and Categorization

To be honest, the "Filtering and Categorization" feature at the top of the CookieDAO website is not very prominent, given the abundance of AI data displayed on the homepage. However, after actual use, this "Filtering and Categorization" feature can be considered the soul of the entire website.

The filtering options are limited to 4 categories: "Ecosystem", "Category", "Blockchain", and "Tags". Each option generates corresponding "Indexes", "Flagship Projects", "MindShare", and other functions.

Under the "Tags" section, users can find information on AI Agents mentioned by well-known KOLs such as Defi0xJeff and S4mmyEth.

$Cookie Empowers Unlocking Advanced Features

In addition to the basic functions, CookieDAO also has advanced features for users, but users need to stake 10,000 $COOKIE (worth about $2,200) to unlock them. Regarding this, the foreign KOL @yb_effect provided a detailed introduction to the advanced features of CookieDAO:

Token Holding Ratio

Those who have played on-chain memes surely know that understanding the token holding structure is very important, as this feature helps users determine whether the project's tokens may be rug-pulled or if insiders are secretly accumulating or reducing their positions.

(However, it's worth noting that this feature does not show whether the tokens are located in liquidity pools, so users need to check this themselves.)

Sentiment Heat Dashboard

Provided by the famous KOL S4mmyEth, the Sentiment Heat Dashboard displays the changes in AI token narratives over 12/24/48 hours.

Another feature is a weekly comparison of "Market Capitalization and Intelligent Participation", which is basically used to determine whether a particular AI project is a short-term hype or can continuously attract market attention.

AI Project Market Cap and Attention Degree Scatter Plot

In simple terms, this scatter plot can be used to quickly identify which low-market-cap projects are gaining market attention, and which high-market-cap projects are experiencing low market discussion, allowing users to quickly find projects worth researching.

Is $COOKIE Worth Accumulating?

After reviewing the above feature introductions, it can be seen that CookieDAO is trying to carve out its own path in the "data aggregation and analysis" of AI Agents, which reminds the author of the old saying "the ones who make the most money in a gold rush are the ones selling shovels". In the context of the AI Agent hype, CookieDAO's features are like a merchant selling shovels and maps.

Investors who want to make money from the AI Agent hype need to be fast and accurate, and CookieDAO can provide some assistance in this regard. Moreover, the use of advanced analysis features requires staking 10,000 $COOKIE, which provides a strong purchasing incentive for users.

In addition, CookieDAO launched its own AI Agent project, Agent Cookie, in January, which will combine the AI Agent data from its own website to output its own views. Furthermore, CookieDAO recently announced the launch of the cookie fun 1.0 version, continuously strengthening its influence in the AI field.

In the author's opinion, CookieDAO can be included in the observation list of AI projects, but the market is currently in a volatile state, and the AI narrative may not return to the mainstream in the near future. Readers should also be aware of potential risks.

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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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