Since the first AI Agent token GOAT (Truth Terminal) was born in mid-October, the AI Agent Meme coin has quickly become the new focus of the market.
Under the strong promotion of Binance, the two major AI Agent Meme track tokens, GOAT and ACT, were launched one after another. They achieved an astonishing leap in value in a short period of time, and the market popularity was unprecedentedly high. Specifically, on November 10, within 24 hours after the ACT token was listed on Binance, the increase was astonishingly more than 2,000%, resetting the record for the first day of increase in new coins on Binance; on November 17 , the GOAT token once soared to $1.37, with the market value approaching the $1.4 billion mark; in addition, on November 20, the ANON token of the Farcaster ecosystem achieved a five-fold increase in just one hour due to the favor of V God. .
As the craze of AI Agent Meme such as ACT and GOAT continues to heat up, investors are looking for new participation opportunities, and AI Agent related applications are also springing up. According to statistics, hundreds of new AI Agent tokens are released every day.
As of November 25, according to data from Coingecko, the total market value of AI Agent track tokens has reached US$5.9 billion, accounting for approximately 15% of the total market value of AI track projects (US$40 billion), and the 24-hour transaction volume is close to 14 billion dollars.
What are AI Agents?
AI Agent is an AI agent in the field of artificial intelligence, that is, artificial intelligence that acts in an intelligent way. It aims to give artificial intelligence robots the same program as the human brain, which can act independently to achieve a series of complex goals. It can sense the surrounding environment and perform tasks. The ability to understand, make decisions and perform corresponding actions autonomously is. For example, users can use AI Agent to plan a multi-city trip, which will automatically arrange flights, book accommodation, and plan activities based on the user's preferences and budget.
By the end of this year, AI Agent will become a key area in which major AI giants compete. Google plans to launch an AI Agent called "Jarvis" in December to support daily tasks such as ticket booking and topic research; while OpenAI plans to launch a new AI Agent product "Operator" in January 2025, which can automatically perform programming Complex operations such as programming codes, travel bookings, and e-commerce shopping.
Today, the deep integration of AI Agent and Meme coins in the encryption field is bringing new gameplay to this field. In the crypto world, AI Agents can not only operate their own blockchain wallets, but also understand economic incentives and use tokens to automatically coordinate resources to achieve their target behaviors.
At present, AI Agent in the encryption field has developed into an independent track, covering multiple aspects such as a single AI Agent Meme coin, AI Agent issuance platform (IAO), and AI Agent underlying infrastructure. With the rise of the AI Agent Meme craze, investors are facing unprecedented opportunities to participate. So, what are the opportunities to participate in this feast of AI Agents?
AI Agent Meme Coin
1. AI Agent leading GOAT (Terminal of Truths)
GOAT is a Meme coin supported by an AI Agent called "Terminal of Truths (translated as Terminal of Truth)".
"Terminal of Truths" AI Agent is an AI chatbot developed by AI researcher Andy Ayrey (referred to as Andy). It uses artificial intelligence technology to automatically interact with its fans on social media. Although it is not a crypto project per se, it has played a pivotal role in promoting the GOAT token.
In June this year, Andy established a Twitter account named "Terminal of Truth", giving his AI robot the right to freely express insights. Every day, this account posts more than 20 pieces of content to promote a new faith nurtured by AI - "Goatse Gospel."
On October 10, a Meme coin called Goatseus (GOAT) was launched on the Pump.fun platform on the Solana blockchain, boasting that it was supported by the "Truth Terminal".
Immediately afterwards, on October 11, the "Terminal of Truth" Twitter account began to publish a number of tweets that were optimistic and supportive of GOAT tokens, and even reminded users to be wary of the scam of counterfeit GOAT tokens.
Once the GOAT token was launched, it soared at an astonishing speed, with an increase of more than 10,000% within 24 hours. The market value exceeded the $6.7 million mark in one fell swoop, quickly attracting widespread attention from the crypto community. Community users also discovered that “Terminal of Truths” interacted with a16z founder Marc Andreessen on Twitter in July and received an unconditional research grant of US$50,000 from him.
Under the aura of a16z, many community users have speculated that "Terminal of Truths" may be an AI Agent project laid out by a16z, and GOAT is its test work in the encryption field. This speculation once again ignited the enthusiasm for funds. Only about three days after its launch, GOAT's market value exceeded the US$100 million mark. Within four days, the meme coin's value soared to $300 million.
However, on October 14, the creators of “Truth Terminal” clarified that they did not launch the Meme coin GOAT, but only participated in its promotion. The next day, Marc Andreessen also tweeted that he had provided an unconditional personal research grant of US$50,000 to "Terminal of Truths" and its creators this summer to support independent artificial intelligence research. However, he emphasized that he has no relationship with the Meme token GOAT, has no financial interests, and does not hold any tokens.
Despite this, the popularity of GOAT has not diminished at all, but has intensified. News of getting rich by buying GOAT continues to spread, and the market value quickly breaks into the US$500 million mark. GOAT imitation disks began to appear in various chains, setting off an upsurge of AI Agent coin issuance speculation.
On October 24, Binance Futures officially launched the GOAT contract, once again igniting the enthusiasm of users in the crypto community. The market value soared to US$1 billion again, achieving an astonishing thousand-fold increase.
Although some people question that "Terminal of Truth" is a semi-autonomous AI Agent that runs on Andy's server, and the wallet is essentially owned by Andy, it is not autonomous enough. But new iterations have arrived quickly.
On November 17, the GOAT token reached a maximum of $1.37, with a market value close to the $1.4 billion mark. Although it has fallen back, it was quoted at $0.95 on November 25, with a market value of $95 million.
The rise of GOAT fully demonstrates the new trend of integration between AI Agent, Meme culture and Crypto. The bundling of AI Agent and Memecoin allowed AI Meme to achieve a market value of billions in just one month, which surprised everyone. unexpected.
For a time, AI Agents and corresponding MemeCoins that control social media (such as Twitter) accounts emerged one after another. AI Agent model currency issuance has become a new model of integration between Crypto x AI Agent. Placeholder partners even said that the emergence of GOAT means that people and machines are beginning to realize the extent to which machines use blockchain.
2. AI interactive collaboration platform ACT (AI Prophecy)
The AI Prophecy (Token ACT), referred to as "Act I", was originally jointly established by AmplifiedAmp (Amp for short), a community-driven decentralized AI Agent interactive collaboration platform, affiliated to a decentralized AI research community group organization, of which Andy Adyrey, founder of Truth Terminal, was also an early member of the community.
Different from the common ChatGPT AI chatbot, Act I supports users to interact with multiple or various types of AI at the same time, covering text, image, video and other models. It is more like an underlying architecture built for interactive and collaborative training between AI Agents.
In September this year, Act I launched a fundraising request of US$323,000 on ManiFund, and finally received approximately US$67,800 in financial support, of which Marc Andreessen, the founder of a16z, generously donated US$32,000. Therefore, Act I, like Truth Terminal, is regarded as one of the AI projects that a16z participates in incubating.
When the community is exploring the next AI Agent that can achieve hundredfold growth like GOAT, the ACT token was officially launched on October 19, with its maximum circulation reaching 1 billion. On the first day of listing, the price of ACT token soared from US$0.0002 to US$0.04, and its market value also quickly climbed to US$40 million.
Despite the appeal of ACT's narrative, the rift between creator APM and the community grew. As one of the developers of the ACT project, AMP once held 6% of the total tokens of the project. However, after the price of ACT skyrocketed, AMP repeatedly deceived the community for various reasons and secretly sold tokens, causing the market to crash. This seriously affected the price of ACT, and even came close to zero for a time. This behavior seriously damaged the community's trust in AMP. In the end, AMP chose to withdraw from the ACT token project and let community users build it voluntarily.
Due to differences between AMP and the community, the price of the ACT token fluctuated around $0.02, and the market value remained at around $20 million.
However, on November 11, after Binance announced the listing of the ACT token and added a seed tag to it, the ACT token rose linearly from US$0.02 to US$0.23 in just 1 hour, an increase of more than 10 times, and its market value also increased rapidly. From $20 million to $300 million. The sharp rise in a short period of time has made the crypto community excited, and the media has begun to rush to report on this legendary AI token.
After being listed on Binance, the ACT token's rise remained strong, and reached its highest price of more than $0.9 on November 14, with a market value of nearly $1 billion, making it one of the tokens with the largest increase among Memes recently listed on Binance. Currently, the price of ACT token has fallen back to around $0.47, with a market value of approximately $45 million.
3. AI-driven venture capital institution ai16z and its ecological tokens: ai16z, Degenai, Eliza
ai16z is an AI-driven venture capital fund established by @Shaw. It invests in DAO as an AI, uses AI agents to collect market information on and off the chain, analyzes community consensus, and makes investment decisions based on the recommendations of DAO members. .
Among them, the AI Agent venture capital robot @pmarca launched by a16z is based on a16z partner Marc Andreessen, and uses an AI model to simulate his investment decision-making process. Therefore, it is regarded as Marc's AI avatar in the crypto community. This initiative has received public support and strong support from Marc Andreessen himself.
On October 26, ai16z launched the eponymous token ai16z, with a total issuance of approximately 1 billion. The day after the token was launched, that is, October 27, Marc Andreessen shared ai16z’s cultural T-shirt image and official project Twitter link on his Twitter, and revealed that he also owns a T-shirt of the same style. This move added a strong endorsement to the ai16z project, quickly increasing its visibility and public attention.
With the strong support of the founder of a16z, and the subtle connection with the name of a16z, the market value of ai16z token exceeded US$90 million in only about a day after its launch, heading towards the US$100 million mark, once again writing a story of explosive growth in the crypto community. Rich legend.
Since ACT was listed on Binance on November 11, the ai16z token has once again experienced explosive growth, soaring from US$0.02 on November 11 to its highest point of US$0.5 on November 19, with its market value also rushing to US$500 million. The cumulative increase is nearly 25 times, and it has once again become a legendary project in the encryption market. However, as of November 25, the ai16z token price fell back to $0.26, with a market capitalization of approximately $280 million, but it is worth noting that it has not yet been listed on Binance at this time.
The ai16z token is only part of the ai16z ecosystem, which is still developing and incubating other AI projects.
Among them, Degen Spartan AI (degenai) is an autonomous trading AI agent chatbot developed by ai16z. It plays the role of an AI trader in ai16z. Before communicating with ai16z about investment decisions, users usually talk to Degen Spartan AI first, through which it indirectly affects ai16z's final decision. Part of the funds from ai16z’s investment income will also be used to repurchase degenai tokens. On October 21, degenai tokens were issued and are currently quoted at approximately US$0.02, with a market value of approximately US$20 million.
On November 19, the founder of ai16z announced the launch of the uppercase token ELIZA, triggering a dispute over the uppercase and lowercase tokens of the same name between "eliza" and "ELIZA".
Eliza is an AI Agent development architecture infrastructure built by ai16z, which supports developers to quickly customize their own AI Agents. It also has specific avatar support, namely an ai16z-themed black-haired girl in orange. Currently, there are hundreds of AI Agents built based on the Eliza framework. The AI project BasedBeffAI (BeffAI) is one of them, and new projects are added every day.
However, on November 19, a third party established a lowercase token named "eliza" on the AI Agent token issuance platform Vvaifudotfun and allocated tokens to the ai16z organization wallet address. This made eliza once the largest holding of ai16z, and community users once believed that "eliza" was supported by ai16z and was the representative token of Eliza's development stack. With the support of various expectations, its price has been rising, and its market value has reached a maximum of 50 million US dollars.
But the good times did not last long. In the afternoon, ai16z founder Shaw said that a new capital ELIZA token was issued. The original lowercase eliza token seemed to be abandoned, and its price quickly plummeted by 90%, while the newly issued ELIZA token continued to rise, with a market value of US$80 million within half an hour.
Although Shaw stated that he would airdrop 10% of the supply of ELIZA to eliza holders, eliza holders complained about this. The community questioned that Shaw had previously stated that he would not issue coins, but now he immediately issued capital ELIZA coins after the launch of eliza, which seriously harmed the interests of eliza holders.
In addition, the ELIZA token rose very quickly in the early days after it was launched. The market value reached the US$90 million mark within 30 minutes. The price exploded before Shaw made a public statement, leaving no chance for community users to join. What makes community users even more dissatisfied is that @Logan, another partner of ai16z, has been selling eliza and buying ELIZA throughout the day. This series of operations completely intensified the conflicts between communities, and users accused Shaw of conspiring with the cabal.
Later, Shaw clarified on Twitter that he had cooperated with a third-party team to prepare the token two weeks ago. The original plan was to release it this Friday, but he did not expect that an unknown team rushed to issue the eliza token, so the temporary Date changed.
However, users were dissatisfied with Shaw's response, and his personal reputation took a hit, sparking a battle for control of capitalization. The current price of lowercase eliza has fallen to US$0.018, and the market value remains at around US$17.5 million; the current price of uppercase ELIZA is US$0.039, and the market value is hovering at US$39 million. Affected by this turmoil, the ai16z token plummeted by more than 50% that day.
Currently, there are three AI Agent-related product lines in the ai16z ecosystem: AI investment fund Marc Andreessen@pmarca, AI trader Degen Spartan AI and AI Agent development framework and avatar Eliza, and each product has issued tokens.
As of November 22, Marc Andreessen Virtual AI Investment Fund @pmarca has $275 million in capital under management.
AI Agent establishment and token issuance platform (IAO)
1. vvaifu.fun (Dasha), the AI Agent distribution platform on the Solana chain
vvaifu.fun is an AI Agent project creation and distribution platform focusing on the Solana chain. Its function is similar to Pump.fun's role in the meme currency issuance field. The platform empowers every user to easily create their own AI Agent and its supporting tokens, and seamlessly integrate these AI Agent assistants to popular social media platforms such as Twitter, Telegram, and Discord to achieve automated User interaction.
Dasha is an AI Agent robot officially built by vvaifu.fun. It not only has an independent Twitter account, Telegram channel and Discord community, but its management and operation are completely completed by AI independently.
On October 18, vvaifu.fun launched the token VVAIFU for its AI Agent Dasha, with a circulation of 1 billion.
Although the market value of VVAIFU tokens initially only remained in the millions of dollars. However, the turning point occurred on November 17, when a user who claimed to be supported by ai16z successfully created and issued a new AI Agent project on the platform under the name "eliza" (lowercase), and VVAIFU tokens were immediately opened. The stock price skyrocketed from US$0.006 to the highest point of US$0.2 on November 19, and its market value also jumped to more than US$200 million. As of now, the VVAIFU token is quoted at $0.041, with a market capitalization of approximately $41.37 million.
It is worth noting that users currently need to meet the following conditions to establish an AI Agent wallet on vvaifu.fun: holding at least 0.1 SOL, 2500 VVAIFU tokens and additional SOL used to pay for on-chain transactions.
According to information released by the official Twitter account of vvaifu.fun on November 19, more than 400 AI Agents have been successfully issued on the platform, and the cumulative AI Agent token transaction volume processed has exceeded US$200 million.
According to information released by the official Twitter account of vvaifu.fun on November 19, more than 400 AI Agents have been issued on the platform, and the transaction volume of AI Agent tokens processed exceeds 200 million US dollars.
2. Base ecological IAO distribution platform Virtuals Protocol
Virtuals Protocol was formerly known as Path DAO, a game guild. Since the strategic transformation and renamed Virtuals Protocol at the end of last year, it has made full efforts to enter the AI field. It is now an AI Agent building platform on the Base chain. It provides a complete set of AI Agent building frameworks and solutions. It is known as the "decentralized AI Agent production factory", allowing every user to easily build and Deploy your own AI Agent.
VIRTUAL, as the native token of Virtuals Protocol, is the core that drives the operation of the entire ecosystem. When users create AI Agents, they need to consume a certain amount of VIRTUAL. The total supply of the token is set at 1 billion. The current market quotation is about US$0.55, and the market value is stable at around US$500 million.
In mid-October this year, Virtual Protocol launched fun.virtuals, an AI Agent creation and token issuance platform. This platform draws on the design of pump.fun to support any user to deploy AI Agents with one click and achieve 100% fairness of AI Agent tokens. issued.
At the same time, Virtuals Protocol also introduced Luna, a virtual human with 540,000 Tiktok fans, as the flagship AI Agent representative, and issued LUNA tokens in pairs. Luna is presented as an animated image and can conduct automatic conversations, live broadcast interactions, tweets, etc. with users. It can even send LUNA tokens as rewards to users who participate in the interaction.
According to Dune data on November 25, there are currently 3,378 AI Agents and their Tokens issued on the fun.virtuals platform. The LUNA token is quoted at $0.04 and only supports users with a market capitalization of $41 million.
In summary, the Virtuals Protocol ecosystem includes the VIRTUAL original token, the AI Agent creation and token issuance platform fun.virtuals, and the flagship AI Agent representative Luna and its token LUNA.
3. AI Agent Layer within the Base ecosystem
AI Agent Layer is an AI Agent creation and token issuance platform within the Base ecosystem. It was officially launched on November 18.
However, before the platform went online, the AI Agent Layer platform first issued the token AIFUN on November 14, which is now listed on MEXC, Gate and other exchanges, with a quoted price of US$0.01 and a market value of US$2.9 million.
4. Creator.bid within the Base ecosystem
Creator.bid was originally an AI-driven digital content monetization and ownership platform. In April this year, it also completed a new round of financing with participating investment institutions such as Mechanism Capital and Zee Prime Capital.
On October 21, Creator.bid announced its launch on the Base mainnet, allowing users to create and issue AI Agents with one click. On this platform, it only takes 1 minute for users to create an AI Agent.
5. Clanker, the AI Agent distribution platform within the Farcaster ecosystem
Clanker is an AI Agent creation and issuance platform within the Farcaster ecosystem. It was established by @dish and @proxystudio.eth on November 8, providing users with a free platform to create and issue AI Agent Tokens.
Unlike common AI Agent issuance platforms, it is completely free to create and issue AI Agent Tokens on Clanker. In addition, users only need to click Clanker on Farcaster and enter the name of the token they want to create, and the Clanker system will automatically generate the token and provide the corresponding Clanker.world page link for users to view and manage.
Although Clanker is not well-known in the community, the AI Agent tokens LUM and ANON issued on its platform have attracted widespread attention.
Among them, the ANON token has attracted much attention because it soared by about 600% in one day, attracting big names such as Buterin and the founder of Base to buy it. The popularity of ANON tokens stems from the Super Anon function behind it. This function evolved from the anonymous posting function of the Farcaster user terminal Supercast. It was released by community members through the Superanon function and established by Aite's own AI Clanker. .
The ANON token is currently quoted at $0.035, with a market capitalization of $35 million. Currently, posting anonymously on Farcaster requires holding at least a certain amount of ANON.
Another AI Agent Luminous token, LUM, issued on the Clanker platform, also aroused enthusiastic response from the market. Luminous is a project independently initiated by AI Agent Aethernet, demonstrating the collective wisdom of autonomous collaboration of artificial intelligence.
Aethernet was originally an AI Agent within the Farcaster ecosystem. It was established by community member Martin and successfully issued NFT on Zora, earning more than 58 ETH in revenue. After the Clanker platform was launched, a community user asked Aethernet: Can you come up with a good token name and symbol, conceive an image concept, and then deploy it through Clanker? Aethernet responded to questions from community users, established Luminous and issued the accompanying token LUM.
As of November 25, LUM was quoted as high as $39.84, with a market value of $39.8 million. The Clanker platform has also shown strong development momentum. According to Dune's latest data, 2,897 AI Agents have been deployed and issued on the platform. The fees captured within 15 days of going online have reached US$3.92 million, and the Token transaction volume has reached US$367 million.
In addition, CLANKER, the native governance token of the Clanker platform, has also attracted much attention. It is currently quoted at US$40 and has a stable market value of around US$40 million.
6. Agent Market and Ava AI developed by Holoworld
Holoworld was originally an AI virtual human creation platform, aiming to create customized virtual character VTuber images for users, such as customizing virtual character images for YouTuber blogs. This project was successfully selected as the seventh project of Binance Labs in March this year. accelerator.
Ava AI is the first Titok VTuber virtual host officially developed by Holoworld, and users can interact with it. On November 14, the Ava AI token AVA was officially launched, with a current price of US$0.08 and a market value of US$80 million.
On November 16, Holoworld announced the launch of the Agent Market platform, which supports users to independently create AI Agents and issue related tokens.
7. Deep AI supported by NGC Venture investment
Deep AI is a community-driven AI Agent construction platform that supports users to create their own AI Agent with one click. The platform claims to be supported by NGC Venture investment.
Currently, Deep AI has not been officially made public, and users who want to use it need an invitation code to enter.
As of November 25, Deep AI has not issued tokens.
AI Agent decentralized infrastructure
1. AI Agent interactive tool Wayfinder
Wayfinder is an AI full-chain interactive tool launched by the card game chain game Parallel. It aims to create an AI Agent for users, which can automatically complete various on-chain operations based on simple instructions to simplify users' on-chain activities. As of November 25, the Wayfinder product has not yet been officially launched and is currently in a closed beta phase.
The Wayfinder product will also issue token PROMPT as a payment method for using AI Agent.
According to the community voting results for PROMPT launch time announced by the Wayfinder Foundation on November 23, PROMPT tokens and Wayfinder products will be finally launched in the Q1 quarter of 2025.
2. AI Agent Unified Service Network Olas Network
Olas Network (formerly known as Autonolas) is a unified network of automated AI agent off-chain services. Its business is to design AI agents for the encryption industry, providing users with a composable stack for building these autonomous services to handle different tasks in the scenario.
For Autonolas, its mission is to provide developers with an AI Agent autonomous service infrastructure platform that builds the encryption industry, and to provide it with a series of toolkits and framework supporting products to simplify developer work and processes.
Judging from the product collection on the Autonolas official website, various independent services based on the platform can be used for such things as portfolio management, data analysis, market prediction, predicting APY income of certain protocols, formulating trading/income strategies, and acting as oracles to provide more accurate Off-chain data, help DAO governance, automatically manage and operate smart contracts, automatically establish DeFi capital pools, etc.
OLAS is the native token of the Autonolas platform launched in July last year. As of November 25, it has increased by 37% in the past 14 days, with a temporary quotation of US$1.74 and a market value of US$124 million.
3. AI Agent economic coordination layer Spectral Labs (SPEC)
Spectral is an on-chain AI Agent economic coordination layer that can convert on-chain behaviors such as transactions, analysis, etc. into specific AI Agents, allowing users to use AI Agents to perform various tasks, such as browsing on-chain data to managing complex Cross-chain arbitrage strategies, etc.
As early as August 2022, Spectral had accumulated approximately US$30 million in financing, and participating institutions include well-known Web3 VCs such as Circle Ventures and Jump Capital, as well as traditional Web2 giants such as Samsung and Franklin Templeton.
In March this year, Spectra announced the launch of its own artificial intelligence application, Syntax, to support users in building their own on-chain AI Agent. According to official information, Spectra's next step is to launch an AI Agent creation and token issuance platform - Syntax MoonMaker. MoonMaker supports users to issue their own AI Agents and supporting tokens with one click.
In May, Spectra issued the native token SPEC on the Base chain, which is currently quoted at US$9.75 and has a market value of US$1.34.
