Author: TechFlow
Crypto assets have warmed up slightly after experiencing a "Christmas discount".
Among them, AI Agent-related projects are still the most rebounding, reflecting the continued optimism of the capital. However, the differentiation effect in this big track is also very obvious:
Some projects may not come back after falling, while some projects are rebounding in clusters.
Among the projects that have rebounded significantly in recent days, in addition to a few leaders, one type of topic may be worth your attention - using AI Agent to do crypto research and investment.
Don't misunderstand, the current Agent is obviously unable to compete with professional market analysts. There was previously a project called AIXBT that helped you analyze Alpha projects, which became popular;
However, the "research-type" AI agents in this stage are more refined than AIXBT. Some can help you look at the K-line for technical analysis, some can help you analyze whether a project has a rug risk, and some can even generate information summaries similar to research reports...
Being able to stand out in a small direction and partially provide references for trading is the reason why these Agents are currently able to attract attention, after all, they are close to money and trading, and the probability of gaining favor will also be higher.
The TechFlow editorial department has compiled several relatively outstanding projects, summarized as follows.
$AGENCY(Agent Scarlett): Your token due diligence agent
CA:
5UmDWgyLV1JBg8Jr8NwyezXdQkiU3vHGJu2efm7Cpump
Current market cap: $12M
7-day increase: 1100%
Agent Scarlett looks more like a token analysis bot, which can quickly use Scarlett to identify and investigate potential suspicious projects, and fully understand any token.
It is worth mentioning that this AI Agent is also based on the Eliza framework of ai16z, and has had a relatively high discussion on crypto Twitter in the past few days.
In terms of token economics, 10% of the AGENCY tokens will also be donated to the ai16z DAO.
Functionally, it is currently available for public use on Telegram and Twitter, and is free of charge (usage tutorial).
And the usage is also very simple, you can @her on TG or Twitter, and then enter the token contract address you are interested in, and she will automatically return the results to you.
From a practical point of view, one of the better aspects of Scarlett is that the analysis she returns to you includes the fundamentals and on-chain status of a token, such as telling you whether the social media sentiment and organizations and KOLs related to the token have given support and attention; It will also summarize the on-chain data such as the number of token holders and their addresses for you.
At the same time, she will also list the pros and cons, similar to a short (shallow) research report.
You can also continue to ask her more questions to get more in-depth answers (which also tests your question-asking skills).
However, the editors have seen similar products quite early, such as Copilot on Messari and Scopechat on 0xScope, which are similar to the crypto version of GPT.
But the current market seems to be very receptive to this type of small assistant with tokens, relevant data shows that the discussion heat of $AGENCY is rising rapidly, and the relationship between discussion heat and price can also be clearly seen.
From the perspective of the token distribution, nearly half of the 3,000 or so token holders hold less than $100, which also reflects the nature of these AI Agents being close to retail investors:
Free to use, everyone can play, and if you feel it's not bad, you'll just buy it casually
It's very easy for KOLs to take it out as a target for promotion, after all, a harmless analysis tool is liked by retail investors, and they don't even need to connect their wallets
$TRISIG (Tri Sigma 3σ): Will write research Threads on X
CA:
BLDiYcvm3CLcgZ7XUBPgz6idSAkNmWY6MBbm8Xpjpump
Current market cap: $33M
7-day increase: 578%
TriSig is a smart crypto analyst who claims to be able to identify early alpha projects, and answer challenging questions in a simplified way, and share his views on any major events or trends in the crypto market.
Its name and image are more mathematically oriented (corresponding to the mathematical symbol σ: sigma), leaning more towards the direction of an omniscient AI creator.
Functionally, it's similar to the aforementioned $Agency, where you ask questions about tokens and it answers.
But the difference is that the TriSig on TG is currently just an entertainment bot. Serious analysis dialogues are limited to X.
Just @tri_sigma_ on X, and you can use it for analysis in any tweet interaction.
What's interesting is that it will write tweets itself, doing a quick research introduction to a project, including what the project is doing, current social media sentiment analysis, and its own subjective bullish or bearish judgment.
In addition, this project is also very community-oriented. If TriSig is impressed by the question you asked, it will request that you leave your wallet address in the tweet reply, and airdrop $TriSig tokens as a reward.
Further data shows that the TRISIG token price has risen rapidly in the past 2-3 days, corresponding to the gradual increase in external discussion; as of today, the price has experienced a significant pullback, but the discussion has not diminished.
In terms of token distribution, the difference between addresses holding less than $100 and less than $1,000 is not large, compared to the previous project AGENCY, this token is relatively more favored by users who hold larger positions, but its market cap is also higher.
$KWANT (kwantxbt): Focus on technical analysis, provide price levels
CA:
9Yt5tHLFB2Uz1yg3cyEpTN4KTSWhiGpKxXPJ8HX3hat
Current market cap: $6M
7-day increase: 25% (24h 70% rebound)
If the previous two projects still have fundamental research, Kwant is more direct, directly giving you an analysis of the token's price chart and investment recommendations.
The usage is also similar, just @KwantAI_bot in TG and send the token's CA, and you can get pure technical analysis, including but not limited to the relationship between volume and price, chart patterns, and subsequent operation suggestions.
Unlike general projects that stack up and say "NFA" (not financial advice), KWANT directly gives you very specific operational suggestions such as support levels, breakout levels, and stop loss levels.
Of course, any crypto investment has huge volatility and risk, and KWANT's recommendations can't be invincible either; but when the AI Agent has more information and has the ability to continuously learn and evolve, do you believe the entry points given by the "group big V", or do you believe the AI?
Having another reference and voice is not a bad thing after all, this is the bottom line for these projects to be chased.
In addition, since the KWANT token has been released for more than half a month, the recent social media sentiment is not very meaningful as a reference, because people will discuss KWANT from time to time, and just looking at the price, the token's recent rebound trend is very obvious.
In terms of token distribution, small retail investors still make up the basic pool, with not many users holding more than 25K. The author believes one possible reason is:
Compared to bots that research fundamentals, this type of bot that directly gives price levels has a higher chance of failing, and can easily turn into a negative example of being wrong multiple times.
$COOKIE (Cookie.fun): Providing data and sentiment analysis for all AI coins
CA:
0xc0041ef357b183448b235a8ea73ce4e4ec8c265f (Available on both BSC and BASE)
Current market cap: $24M
7-day increase: 7%
Note that this project is not an AI Agent, but a data analysis platform that has rapidly risen in the AI Agent hype.
The reason it is also listed for review is that the editor and analysts on the external network also use this platform to observe the current market trends, which can provide a lot of meaningful data for investment research.
And this platform also has its own token $COOKIE, one of the important functions of which is that you can stake it to use more data analysis functions of the platform, such as viewing the on-chain chip structure, whale holdings, and more sentiment indicators to assist decision-making.
In the attention-driven cryptocurrency market, understanding the correlation between sentiment and price is crucial for analyzing a project, so platforms like Cookie that focus on data analysis for AI Agents naturally have their raison d'être, and can quickly occupy an ecological niche in the hype.
In contrast, the platform token is not a MEME, and in a strict sense, it does not belong to the AI Agent category, so the price fluctuation is also limited, and it is more about providing practical value.
Where are we?
From joke MEME to trying to guide you to "make money", the AI Agents in the cryptocurrency market are constantly evolving, and within just a few months, the business model has fully blossomed.
Whether the outcome is good or not, this full bloom does have a certain feeling of the DeFi Summer at the time.
If you look back at the timeline of the last few months of 2024, you can clearly see a thread:
From having no real meaning, to trying to find more real meaning, AI Agent tokens are seeking more functions to support the narrative.
For example, social, music making, helping you build development frameworks or investment research, if you are not associated with AI, it seems that you are not confident enough to talk about your selling point.
The only thing we can do is to clearly identify which stage we are in and take corresponding actions and judgments based on the stage's hot spots.
As for when the climax will come to an end, it is an unpredictable and unnecessary concern. After all, there are always people who pay the bill in the feast, and there are always people who benefit from the trend.
Grasping the trend is the main melody of the cryptocurrency market.
