AI Agents are reshaping the crypto market landscape at an unprecedented pace. This new generation of intelligent assistants has gone beyond simple question-answering functions, evolving into digital assistants capable of independently completing analysis, planning, and executing complex tasks, becoming one of the hottest investment tracks. The application scenarios of AI Agents in the crypto market are increasingly rich: they can replace manual execution of complex tasks, serve as research data-type crypto KOLs, and even automate the entire ICO process from fundraising, token issuance to airdrops. Although AI Agents are still in the early stages of development, with their actual applications mainly concentrated in simple social interaction scenarios like automated tweeting, their market size is already quite considerable. According to CMC data, the total market value of AI Agents in the crypto field has already exceeded $12 billion. According to forecasts by IDC and Gartner, this market is expected to exceed $100 billion by 2025, showing huge growth potential.
Currently, AI Agents are roughly divided into several major categories, including AI agent frameworks, AI infrastructure, DeFAI (DeFi + AI), and AI launch platforms, among which AI infrastructure can be further subdivided into AI text agents, video agents, game agents, and voice agents. Next, let's analyze several representative AI agent projects to fully understand this rapidly developing field:
ZAILGO
ZAILGO is an AI framework concept token on the Solana chain, created by AI developer @wedtm by optimizing the Eliza framework and open-sourcing it for free. The founder has attracted the attention of well-known figures in the industry, including the founders of Solana and a16z, who have posted on X and revealed the narrative of ZAILGO in a decrypted form. On January 3, they announced an airdrop to 8,185 holder wallets, with each wallet receiving 10,177 tokens, worth about $875 at the time based on a price of $0.086. ZAILGO provides open-source AI agents and machine learning models, an advanced version of the ElizaOS framework, inheriting Solana and vector databases, and supporting Kubernetes and Docker CI/CD.
Category: AI Agent Framework
Current Market Cap: $19.1M
SPORE
SPORE is a decentralized application that combines elements of artificial intelligence and GameFi, with the core gameplay revolving around the reproduction and evolution of AI agents, allowing players to engage with the initial AI agent. Perhaps the inspiration for Spore came from "Spore", the last game developed by the creator of "SimCity", Will Wright, which is a game about the evolution of life and space exploration, aligning well with Spore's new gameplay of AI self-replication. In a sense, AI agents have given Crypto the powerful ability to simulate an autonomous world. Users can vote on the Spore.fun website to decide what type of DNA to insert into the offspring tokens, and currently there are two second-generation offspring tokens, ADAM and EVE, with the third and fourth generation tokens in the voting and incubation process.
Category: AI Evolution, TEE
Current Market Cap: $37.5M
METAV
METAV is a utility token for an AI-based launch platform, aiming to provide a safer and more transparent token sale for AI-driven projects, with a 10% fee reserved for each transaction. METAV also uses TEE technology, with the goal of replicating BOME's successful pre-sale model and combining it with AI to complete the entire automated pre-sale process. METAV has witnessed AI completing the full process from fundraising, token issuance to airdrops. The founder 123Skely has a background with a16z team backing, greatly reducing the possibility of malicious acts. METAV is about to release a whitepaper, and the founder mentioned that in the future V2 version, they hope to make the token exist as much as possible in the DAO, so that everyone can benefit from the fees returned to the AI agent wallets, and they will also try to use some whitelist technology and blacklist those who try to snipe or manipulate the rules.
Category: Launch Platform, AI DAO
Current Market Cap: $51.1M
TSOTCHKE
TSOTCHKE is launched by an AI engineer, a quantum AI meme coin with a charitable theme. The project aims to drive rapid quantum computing adoption through community support and participation, in order to change the world. TSOTCHKE is developing tools and applications related to quantum computing and plans to launch more demo applications covering areas like crypto, finance, and gaming in the near future. TSOTCHKE also belongs to the DeSci track, having previously launched the first open-source semi-classical quantum random number generator (QRNG), which reproduces quantum processes to generate randomness using quantum-like models to produce highly random and secure digital numbers.
Category: AI Infrastructure, AGI
Current Market Cap: $22.6M
NEUR
NEUR is an open-source full-stack application built on the Solana blockchain, aiming to integrate large language models (LLMs) with blockchain technology to drive innovation in the DeFi space. NEUR's features include a transparent codebase and an enhanced functionality set, and since its launch, it has seen rapid adoption among developers, garnering 54 forks and 300 GitHub stars within just seven days, demonstrating the active support of its open-source community. NEUR has also launched an early program to encourage user participation in public testing. In the AI field, NEUR is associated with other projects like Top Hat and aixCB Capital, the latter being a community-supported AI-driven venture capital project. These projects together form an AI-centric ecosystem, further driving the integration of AI and blockchain technology.
Category: DeFAI
Current Market Cap: $57.6M
LEXICON
LEXICON is an open-source AI agent framework that aims to provide users with convenient cryptocurrency transfer and NFT management functions. Users can interact with the framework through voice or simple text commands, greatly simplifying the operation process. The framework can be integrated into decentralized applications (dApps) and digital wallets, allowing each Solana dApp to easily embed a customized AI agent. LEXICON has won awards at multiple hackathons and attracted the attention of the Solana co-founder, and despite facing some negative news, the project still emphasizes the transparency of community-based fundraising, demonstrating its confidence in the project's development.
Category: AI Infrastructure, AI Agent Framework
Current Market Cap: $5.1M
AUDIT
AUDIT is an AI-based auditing tool aimed at providing enterprises with in-depth financial analysis and risk assessment. By analyzing a company's documents, it helps investors identify potential risks, opportunities, and financial inconsistencies. AUDIT's core function is to use AI to intelligently analyze a company's financial data, providing unprecedented insights to help users better understand the company's financial status. In the current financial environment, traditional auditing methods face many challenges, including low efficiency and lack of transparency. AUDIT, through AI technology, improves the efficiency and accuracy of the auditing process and reduces the possibility of human error, and can also help enterprises maintain a leading position in compliance and timely identify potential risks.
Category: AI Infrastructure
Current Market Cap: $7.6M
MCS
MCS is a multi-agent system for medical diagnosis and coding based on the Swarms framework. The project aims to optimize medical diagnosis and coding processes through a group of AI agents, improving efficiency and accuracy. MCS can provide clear and reliable diagnostic insights within seconds after inputting symptoms or uploading reports. The key features of MCS include the use of an AI agent swarm to quickly process medical-related tasks and provide instant diagnosis and coding services; integration of ICD-10 coding to ensure the accuracy and consistency of medical records; and automated reporting, where MCS can automatically generate medical reports, reducing manual intervention and improving work efficiency. MCS is seen as the first application within the Swarms ecosystem.
Category: AI Infrastructure, AI Healthcare
Current Market Cap: $18.5M
STOIC
ModernStoicAI is a project based on the Solana blockchain, focusing on developing tools and services related to artificial intelligence. The project team is composed of former members of the a16z team, committed to creating an AI agent and copy trading tool, which is currently a very popular project aimed at providing users with a smarter trading experience. The ModernStoicAI developers conduct live programming sessions for up to 14 hours a day, demonstrating their dedication and transparency to the project. In addition, ModernStoicAI has established a partnership with a16z and recently applied to become an a16z partner, which may bring more resources and support to the project.
Category: DeFAI
Current Market Cap: $12.5M
MOSS
MOSS is a decentralized artificial intelligence framework aimed at developing sustainable Artificial General Intelligence (AGI) agents, driving an autonomous crypto-economy, with the goal of establishing an Unconditional Basic Artificial Intelligence Income (UBAI) for ecosystem participants. MOSS has its own large language model (LLM) that can not only engage in dialogue, but also perform various operations. MOSS has also built a metaverse where users can observe the activities of agents, and has an agent launch platform specifically for deploying agents into the metaverse. The complexity and diversity of the project have left many people confused, but it is precisely this complexity that has attracted the attention of many investors.
Category: AI Agent Framework
Current Market Cap: $24M
BUZZ
BUZZ is a project that combines artificial intelligence and DeFi, aiming to build the next generation of AI agents using blockchain technology. It provides an infrastructure that allows AI agents to interact seamlessly on-chain. Users can create autonomous on-chain agents through natural language, and these agents can choose appropriate tools and models and execute various financial operations based on user instructions. The project's features include: 1) Investment decision-making and target screening: Future AI agents will be able to make investment decisions based on different styles and help users screen suitable investment targets. 2) Automated strategy execution: Hive can automate the execution of various on-chain strategies, including trading, liquidity provision, lending, etc., simplifying the user's operation process. 3) On-chain data crawling: The project also provides a more efficient way to obtain on-chain data, such as token holdings and address analysis.
Category: DeFAI
Current Market Cap: $84.4M
TRISIG
TRISIG is an AI-based investment research project aimed at uncovering investment opportunities in small-cap tokens through the analysis of on-chain data and macroeconomic data. Compared to AIXBT, TRISIG focuses more on in-depth data analysis, providing more cost-effective investment research services. The project's founders are from the famous AI programming school Mamram in Israel, and they are actively promoting the project, which has earned the trust of the community. TRISIG's goal is to drive the development of AI in multiple dimensions, committed to providing users with smarter solutions and a more solid foundation. In addition, TRISIG is growing rapidly and has attracted a large number of followers in a short period of time, demonstrating its potential in the market. The project team stated that TRISIG will follow the successful experience of AIXBT, but will enhance its analysis capabilities by more accurately integrating on-chain data. Overall, TRISIG is a project that focuses on technical analysis and is rapidly developing, attracting more and more attention and investment.
Category: DeFAI
Current Market Cap: $41.7M
GAME
GAME_Virtuals is a blockchain-based AI agent framework aimed at driving the development of multi-agent interactive simulations. The project allows developers to build autonomous AI agents on the @virtuals_io platform, and these agents can learn from past interactions and make autonomous decisions. Since its launch, @GAME_Virtuals has attracted over 200 projects to participate. Its core idea is to reshape the gaming experience through AI technology, especially in multi-agent interactive environments. This framework is not only applicable to game development, but can also be applied to autonomous agent interactions in other fields. Recently, @GAME_Virtuals collaborated with @SovrunOfficial to launch the ReadyGamer project, aiming to redefine gaming through AI-driven experiences. In addition, @GAME_Virtuals also supports no-code building, allowing users to easily create their own autonomous AI agents on the @base platform. Overall, @GAME_Virtuals is not only a technical framework, but also a pioneering project in driving the autonomous interaction and commercialization of AI agents, representing the potential of the future integration of blockchain and AI.
Category: AI Agent Framework
Current Market Cap: $230.1M
VADER
VaderAI is an artificial intelligence agent project aimed at becoming the "BlackRock of the agent economy", focusing on investment and advertising networks, with the goal of optimizing investment decisions and advertising placement efficiency. The current main functions include: AI-driven investment strategies and Agentic Ad Network, where VaderAI manages and executes investment strategies through its smart contracts and AI agents. It forms a structure similar to an investment DAO (Decentralized Autonomous Organization), allowing community members to participate in investment decisions by holding tokens. In addition, VaderAI plans to build a network of different AI agents focused on different investment areas, such as small-cap stocks and AI tokens, to work collaboratively to maximize investment returns. Advertising Network: VaderAI's AI agents are not only used for investment, but also for managing an advertising network. In this network, AI agents can analyze and optimize ad placement to ensure maximum ad effectiveness. Regarding community governance, community members can participate in the project's governance through holding $VADER tokens, including voting on future investment directions or advertising policies.
Category: AI DAO
Current Market Cap: $76.4M
PHA
PhalaNetwork is a decentralized cloud computing service platform focused on providing secure and privacy-preserving computing capabilities for Web3. Its core technology is Trusted Execution Environment (TEE), which allows Phala to ensure the security and privacy of data during processing, preventing unauthorized access or tampering. Phala's goal is to become the execution layer for Web3 AI, allowing artificial intelligence to understand and interact with the blockchain, thereby lowering the entry barrier for ordinary users to access Web3. The project has collaborated with multiple partners (such as @Artela_Network and @hyperbolic_labs) to drive the development of secure computing and decentralized AI, utilizing advanced hardware like Nvidia H100/H200 GPUs to provide scalable computing resources. Phala also actively participates in the developer community, hosting online workshops and hackathons, encouraging developers to leverage its TEE technology to build innovative projects.
Category: TEE
Current Market Cap: $258.6M
Summary and Outlook
As a new direction in the Web3 field, AI is driving the integration of technology and ecosystem at an unprecedented pace. From infrastructure building to the actual application scenarios, these projects have demonstrated the infinite possibilities of the integration of Web3 and artificial intelligence. As the market gradually recovers, these projects are expected to find a balance between innovation and application, becoming strong drivers of industry growth.
However, any emerging field comes with risks, and AI projects are no exception. Some projects are still in the early stages, and the actual implementation of their technical solutions remains to be validated. The current market sentiment is still volatile, and macroeconomic fluctuations may also lead to a decline in token prices. The targets mentioned above do not provide any investment recommendations.
