Original | Odaily (@OdailyChina)
Author | Nanzi (@Assassin_Malvo)
In the article "VIRTUAL's market cap reaches $3 billion, what stories are the AI projects in the ecosystem telling?" published on December 19, we summarized the narratives behind the multi-million dollar market cap projects in the Virtuals Protocol ecosystem, and concluded that the most mainstream direction at the time was "AIXBT in various fields", including Web3 games and AIXBT in the Non-Fungible Token (NFT) sector.
In the previous article "A review of six new head AI projects, what are the popular concepts in the market?", we can see that the mainstream direction of AI projects on Solana has shifted from AI Meme to "AI development tools, frameworks" and the application of AI in non-Crypto fields, such as paper review and event prediction.
Today, VIRTUAL's market cap has reached $5 billion, and while breaking through the market cap ceiling, the lower limit of the market cap has also risen accordingly (reflected in a significant increase in tokens with a market cap of over $10 million). What are the mainstream narratives that are most popular in the market currently? We will review and summarize them in this article.
aixCB
Data
Peak market cap $120 million, current market cap $110 million. (The current actual circulating supply is 50%, and the remaining tokens will be gradually unlocked in one year)
What problem does aixCB aim to solve?
aixCB believes that start-up projects face a series of difficulties in starting up and growing:
Limited early-stage funding: AI, AI Agent, and DeSci projects in the early stage often have difficulty obtaining sufficient start-up capital, which limits the start-up and early development of the projects.
Resource gap: Project founders generally lack guidance from industry veterans and effective marketing support.
Lack of exposure: Highly potential projects are difficult to gain enough exposure, making it difficult to attract users and investors, and hindering the promotion and acceptance of the projects.
Centralization obstacles: The traditional investment model has created many bottlenecks in the rapidly developing AI and DeSci fields, limiting open collaboration and innovation.
How does aixCB aim to solve it?
Provide strategic capital: Invest strategic capital in projects with great potential, so that they have the capital needed to implement their ideas.
Provide expert guidance: Leverage a large network of industry leaders and successful founders to provide comprehensive guidance and support for the projects.
Utilize AI to assist: Use AI investment agents to provide customized insights for the projects.
Special design
Sub-projects need to be paired with AIXCB to form a liquidity pool, with the aim of reducing circulating supply and enhancing liquidity.
Tokens can earn passive income from the staking pool.
Risk warning
aixCB claims to have over 10 years of experience in blockchain and strong resources, but has already risen to $100 million without any actual projects, showing obvious signs of market manipulation.
TAOCat
Data
Peak market cap $53 million, current market cap $43 million.
Project business
Jointly launched by Masa and Virtuals Protocol, based on the AI infrastructure development of multiple Bittensor, including Masa Bittensor Subnet 42, one of the Bittensor subnets, for real-time acquisition of X platform tweet data and model improvement; Bittensor Subnet 19 for enhancing AI personalization performance.
Masa is a decentralized network focused on user personal data, with a total financing of $17.65 million. The background of TAOCat's Masa and Virtuals Protocol has been officially confirmed, making it one of the few strong background projects.
It is also worth noting that TAOCat has clearly planned a massive KOL collective promotion, and readers can refer to the tweets massively reposted by the official account on December 31 (based on the author's subjective judgment, these KOLs are of high quality, but there is no obvious response in the token price so far).
Neurobro
Data
Peak market cap $43 million, current market cap $41 million. The team's public wallet holds 10% of the tokens, and another 6 wallets with no purchase records hold 30.6% of the tokens.
AI introduction
Based on AI insights sharing, currently online on X platform, TikTok, Instagram and other platforms.
Freya
Data
Peak market cap $55 million, current market cap $34.4 million.
Project business
Freya is first an AI character and IP in the game "Starfall Chronicles". The Starfall Chronicles game manual mentions that the Freya token will become the utility token of the game, but the details have not been disclosed.
Starfall Chronicles is a Roguelike RPG game driven by AI, developed by Rosentica, and will be launched on Immutable.
Gekko AI
Data
Peak market cap $39 million, current market cap $30 million.
Project business
Gekko AI is launched by Axal, whose flagship product is the AI-based trading assistant Autopilot, where users set a series of parameters and the AI automatically executes trades for them. Gekko AI is the version of Autopilot issued on the Virtuals Protocol.
Gekko AI itself is not very impressive, but the key is the background of the developer Axal, who completed a $2.5 million seed round financing in October 2024, led by CMT Digital and participated by a16z.
H4CK Terminal
Data
Peak market cap $27 million, current market cap $23 million.
Project business
H4CK Terminal is a white hat AI Agent that will continuously scan for contract vulnerabilities and compete for bounties on platforms like ImmuneFi and Sherlock. In addition, community members can also actively interact with H4CK Terminal to analyze and share potential vulnerabilities, and then receive 50% of the vulnerability bounty.
Related tools
In the previous article, we mentioned tools including BananaGun and Maestro, which can directly use ETH to purchase tokens, GMGN for token and address information, and UniversalX, which supports users in other ecosystems to use SOL and other tokens to purchase Base ecosystem tokens.
The new token information push channel launched by the Virtuals project Virtu, where users can view the "New tokens!" and "New Red Pills" channels after joining the official Telegram, with the former pushing all Virtuals tokens and the latter only reporting those that have completed the internal pool launch. There is also a "Rug Alerts" channel that pushes dev dump information, but it is of little value.
The angle analysis tool Find Angle can summarize the concepts behind the tokens based on the user's input contract, including but not limited to Virtuals Protocol ecosystem tokens, and can summarize the public information, but the quality of the generation depends on the accuracy and comprehensiveness of the public information.
