Author: Asher, Odaily Planet Daily
After breaking through the historical mark of $100,000, Bitcoin is now oscillating at high levels.
In this bull market, MEME, AI, and especially MEME-attributed AI Agent-related content are frequently appearing on social media, giving the impression that if one does not layout MEME coins related to the AI Agent concept, they may miss out on the entire bull market.
Today, DWF Labs co-founder Andrei Grachev posted on the X platform that "AI Agent and DeSci seem to be the next hot topics in the market. Both are community-driven, scalable, and viral, and are in line with the global AI/tech FOMO. Both can be launched anywhere without venture capital." It is clear that both retail and institutional investors are enthusiastic about AI Agent-related concept projects. So, for someone like me who is not good at PVP, are there any "second boarding" opportunities in the MEME-attributed AI Agent concept leading projects?
In this article, I will also share how to track the project after finding a quality one, so that I can make informed buying and selling decisions.
On-chain Monitoring: More Efficient than Centralized Exchanges
Assuming I have already selected the investment target and hold it, I will ask myself the following questions: What are the top holding addresses of the selected target? How much do they respectively hold? What is the average cost price? Are they participants in the inner circle or buyers after the opening? Are they in a loss or profit situation now? Do I hold without moving or constantly buy and sell to lower the average price? Are there any newly created "insider addresses"? Which addresses are dumping, and how much potential dumping is left? Which addresses are constantly buying, and how much potential buying power is left?
To answer these questions, I need to use the following tools in combination:
Solana Blockchain Explorer (Link: https://solscan.io/): Find the top holding addresses of the selected project through the Solana blockchain explorer and record them one by one, this process can be used in conjunction with ARKHAM (Link: https://intel.arkm.com/). For example, the figure below shows the top holding address information of ai16z.
GMGN (Link: https://t.me/GMGN_sol_bot?start=i_HiQUsVtn): While determining the top holding addresses, use GMGN to query the key indicators such as the average buying and selling prices of the selected addresses. For example, the figure below shows the token price information of a large holder of MAX.
DEX Screener (Link: https://dexscreener.com/): Use DEX Screener to see who the new "buying whales" and "dumping whales" are. For example, by filtering the buttons, the figure below shows the address information of ELIZA with a single buy amount greater than $5,000.
At the same time, after obtaining the "top holding addresses", "potential buying addresses", and "potential dumping addresses" through the above methods, monitor their actions through the GMGN monitoring function to be informed.
After understanding how to track the project I am involved in, let's go through the top MEME-attributed AI Agent projects with a market cap over $100 million that are worth paying attention to.
Goatseus Maximus (GOAT)
Project Introduction
GOAT is a MEME coin supported by the AI Agent called "Terminal of Truths". The "Terminal of Truths" AI Agent is a chatbot developed by AI researcher Andy Ayrey (aka Andy), using artificial intelligence technology to automatically interact with its fans on social media.
Contract Address: CzLSujWBLFsSjncfkh59rUFqvafWcY5tzedWJSuypump
Secondary Performance
According to GMGN data, GOAT's market cap has dropped from a high of $1.7 billion to a low of $650 million, and is currently at $820 million.
Asher says: As the first MEME-attributed AI Agent concept coin, and also the project with the largest holding by market maker Wintermute in the AI Agent sector, GOAT has the potential to become the first to hit $5 billion or even $10 billion if the AI Agent sector ignites the market.
Act I The AI Prophecy (ACT)
Project Introduction
Act I is an AI project funded by a16z founder Marc Andreessen. Pleb Capital founder Light revealed that Act I has features such as unscripted and self-generated interactions, multi-agent dynamics, continuous and long-term observations, diverse AI participants, and real-world environments. As AI Agents are currently isolated, Act I will become an important infrastructure for these projects to interact with humans.
Contract Address: GJAFwWjJ3vnTsrQVabjBVK2TYB1YtRCQXRDfDgUnpump
Secondary Performance
According to GMGN data, ACT's market cap has dropped from a high of $900 million to a low of $350 million, and is currently at $570 million.
Asher says: ACT is the only project among those discussed that has been listed on the Binance spot market, and it is a true community coin with a very strong community foundation. And from the K-line structure, it is very likely currently in the accumulation phase of the big players.
ai16z (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 a16z founder Marc Andreessen, who posted the concept image and official Twitter link of ai16z on his Official Twitter.
Contract Address: HeLp6NuQkmYB4pYWo2zYs22mESHXPQYzXbB8n4V98jwC
Secondary Performance
According to GMGN data, AI16Z's market cap is approaching a new high, currently reported at $550 million.
Asher says: ai16z is one of the most active projects in the recent AI Agent sector, and its partner Shaw regularly conducts programming tutorials on the X platform, attracting many developers to watch, and is also negotiating potential cooperation with Ethereum Foundation, Magic Eden, Jupiter and other companies. At the same time, the projects under the ai16z system (degenai, ELIZA) are also worth watching, one is that degenai will soon launch its intelligent agent, and the other is that ELIZA is a project supported by the official brand.
zerebro (ZEREBRO)
Project Introduction
zerebro is a fine-tuned AI system aimed at autonomously creating and distributing content across platforms such as Twitter, Warpcast, and Telegram. The core of the zerebro architecture is a retrieval-augmented generation (RAG) system using the Pinecone and text embedding ada-002 model, which maintains a dynamic memory database of human interactions. The zerebro system is built using modular components including a GPT Wrapper, Action Handlers, and more.
Contract Address: 8x5VqbHA8D7NkD52uNuS5nnt3PwA8pLD34ymskeSo2Wn
Secondary Performance
According to GMGN data, ZEREBRO's market cap has rebounded from last month's low of $240 million to $435 million.
Asher says: zerebro is mainly focused on AI content generation (MEME, social media content), and it shows us what the next iteration of on-chain agents should look like. If Truth Terminal is Cryptopunks, then Zerebro is BAYC.
aixbt (AIXBT)
Project Introduction
aixbt is a project created on the AI agent creation platform Virtuals Protocol, focusing on cryptocurrency native agents for discussion and token analysis.
Contract address: 0x4F9Fd6Be4a90f2620860d680c0d4d5Fb53d1A825
Secondary Performance
According to GMGN data, the market capitalization of AIXBT has dropped from a high of $310 million to a low of $180 million, and is currently at $260 million.
Asher said: aixbt mainly focuses on cryptocurrency market analysis, and apart from the Solana ecosystem, aixbt stands out as a project on the Base chain Virtuals Protocol, and is also a holding project of the market maker Wintermute, which is worth paying attention to.
Fartcoin (FARTCOIN)
Project Introduction
The Fartcoin project is an experiment by Andy Ayrey, with the theme of endless dialogue between two AIs, and the theme of AI+Cult+MEME.
Contract address: 9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump
Secondary Performance
According to GMGN data, the market capitalization of FARTCOIN has dropped from a high of $450 million to a low of $140 million, and is currently at $240 million.
Asher said: Fartcoin is a project launched by Truth Terminal, which the community jokingly calls a "fart coin", with a humorous and witty style. Due to the incorporation of Andy Ayre's "genes" and the lively community atmosphere, it is an extremely interesting AI Agent project.
Dolos The Bully (BULLY)
Project Introduction
Dolos The Bully is an AI Agent that is good at sarcastic and humorous evil-style jokes, and is mainly active on platforms such as X and Telegram.
Contract address: 79yTpy8uwmAkrdgZdq6ZSBTvxKsgPrNqTLvYQBh1pump
Secondary Performance
According to GMGN data, the market capitalization of BULLY has dropped from a high of $250 million, and is currently reported at $100 million.
Asher said: Dolos The Bully is an AI Agent with entertainment and satirical elements, and has a specific target audience.
