Author: s4mmy.moca
Compiled by: TechFlow
AIXBT (AI Intelligence Analyst) has mentioned 164 protocols and tokens in the past 7 days.
Is this a "blind casting strategy" to provide clues for users to find actionable alpha (excess returns)?
Nevertheless, these data contain many very valuable observations. Here are some key findings:
i) MEME coins lead the trend (29 mentions):
There are four tokens that have been mentioned twice, including:
- $FWOG
- $MOODENG
- $POPCAT
- $CHILLGUY
Observation: These tokens have broad appeal.
Moodeng and Chillguy are MEME images that users outside the crypto space are already familiar with.
One view is that the current market has a relatively low proportion of "cat coins" and "dog coins", so the "rise of cat coins" is a logical trend.
$FWOG may also resonate widely due to its highly attractive artistic style.
This logic seems reasonable and may become a trend in the future.
ii) Infrastructure/DeFi (24 mentions):
Magic Eden was mentioned 4 times: its airdrop (free token distribution) is imminent, and the market is guessing its token valuation could reach $3.5 billion.
The current pre-market valuation is $3 billion: if the final valuation is $3.5 billion and the initial circulating supply is 12.5%, Magic Eden's market cap will reach $437 million, which is reasonable at around CoinMarketCap (CMC) rank 160.
AAVE was mentioned 3 times, especially its loan volume is expected to triple to $10 billion by 2024, and when its Total Value Locked (TVL) reaches $30 billion, it will rank 64th in global bank deposits.
This may have caught the attention of Traditional Finance (TradFi).
iii) AI Agents (22 mentions):
$VIRTUALS was mentioned the most, 3 times, and its price has risen rapidly since then, potentially becoming a unicorn soon.
$SAINT, $PRIME, $CLANKER, and the platform's own token $AIXBT were also mentioned twice respectively.
Prime's token economics is a highlight worth watching, especially in the evolution of AI agents combined with gaming.
Clearly, @base (Coinbase's Layer 2 network) is the current focus, but there is also a small mention of $Zerebro on the Solana network.
iv) Layer 1 (L1) (19 mentions):
Mythic Chain and $TON were each mentioned twice. $MYTH has attracted attention due to its partnership with FIFA and its DeFi Total Value Locked (TVL) exceeding $1 million; $TON has been widely discussed due to its blockchain ecosystem related to Telegram.
This trend highlights the upcoming market innovations, such as the Sonic project on FTM, indicating that the alternative L1 ecosystem is recovering and may compete with Solana (including $SUI, $NEAR, $MONAD, $ADA, $XLM, etc.).
v) Non-Fungible Token (NFT) (13 mentions): A "Renaissance" in the NFT market?
Punks and Doodles have been mentioned multiple times; the former has attracted attention due to multi-million dollar transactions, while the latter has sparked discussion due to its collaboration with McDonald's.
Artblocks, Squiggles, XCOPY, Autoglyphs, and Pudgy are listed as collections worth watching, and these projects may re-attract capital when market profits flow back, driving a return to the NFT Renaissance.
Bitframes is also specifically mentioned: Meridians' artists have launched an open minting project on Ethereum (ETH) with a minting price of 0.01 ETH, which will end in a month.
vi) Layer 2 (L2) (12 mentions):
Base occupies 3 mentions, with its outstanding performance due to the growth of network activity, increased capital flows, and the explosion of AI agents.
$RON was mentioned twice, showing potential as multiple games are deployed on its network.
$BLAST and $APE prices have risen over 20% in 7 days, so they are receiving attention.
Other noteworthy analysis:
a) Stablecoins continue to dominate the tokenization domain: Tether minted $1 billion worth of USDT in a single day; BUIDL has expanded to the Aptos network, and for the first time achieved a $45 million $USDT settlement for 670,000 barrels of oil.
b) Traditional Finance (TradFi) is entering the AI infrastructure domain, such as Yuma deploying capital to the $TAO project.
c) The Agent subtly promoted its own token and hinted at its deflationary mechanism, a textbook "Key Opinion Leader (KOL) 101" promotion strategy.
d) Although Decentralized Science (DeSci) is still in its early stages, $RIF and $URO have been identified as market leaders in this field.
e) Interest in metaverse land is reviving: connecting the market trends of $SAND, $MANA, $GALA, and $AXI.
Can AI agents solve players' liquidity issues in games? I will discuss this further next week, so stay tuned.
f) Currently, it seems that RAY, JUP, and Phantom are being compared to their counterparts in the EVM ecosystem, and the data indicates that they may be undervalued. Considering Solana's activity metrics, these projects may be due for a value correction.
Conclusion:
This analysis provides valuable and information-rich insights with practical operational value, presenting a broad market perspective.
While there are occasional inaccuracies, AIXBT has indeed appeared on @_kaitoai's thought leadership rankings due to its performance.
This is also an important signal, reminding investors to conduct more independent research and form their own investment logic and views.
