Author: Biteye core contributor Viee

Editor: Biteye core contributor Viee

The combination of and is demonstrating its huge market potential in a brand-new way. is not just an extension of traditional technology, but a track with super potential embedded in the blockchain world.

What exactly is ? Why is the market so enthusiastic about this track? Can it break through the traditional internet and smart contract world, realize autonomous economy and intelligent collaboration, and become the core of the next generation of disruptive technology?

This article will conduct an in-depth analysis of the track. Perhaps there are even deeper answers.

I. Introduction to the Track: The Rise of Intelligent Agents

1.1 What is ?

is an intelligent agent that can perform tasks, make decisions, interact with other systems, and learn. Compared to traditional assistants, not only can understand and process complex tasks, but also operate in the decentralized environment of the , realizing autonomous decision-making and value exchange.

These intelligent agents are not just single programs or scripts, but economic entities built on a certain degree of autonomy, long-term learning, and environmental adaptability. For example, some can manage their own fund pools, make investment decisions, and even autonomously execute s. They are not limited to completing simple tasks, but can participate in a decentralized ecosystem.

1.2 Why is the market so focused on ?

The rise of is not accidental, but is driven by the development of technology and the continuous maturity of . First, provides a decentralized infrastructure, where the behavior and transaction records of intelligent agents can be verified and traced, ensuring transparency and trust. The progress of technology has enabled these intelligent agents to have more complex judgment and execution capabilities, and operate autonomously like an economy.

In the market, the potential of has been recognized by more and more investors and developers. For example, in the integration of and , can automatically analyze market data and complete planning and execution according to user goals through the execution of s. In the future, may become "residents" in the virtual world, and even create and manage more digital assets.

II. Four Major Classifications of the Track

The track has already developed various forms, and different projects have different characteristics depending on their functions and application scenarios. We will analyze them in detail from four main categories: Frameworks, , , and Applications.

2.1 Frameworks

frameworks are the infrastructure for building and launching intelligent agents, providing developers with tools to conveniently build, train, and deploy s. Currently, this type of project is becoming the most focused part of the track.

Representative Projects:

1. $ @

Market Cap: $2.01b

is called the first version of the venture capital fund (VC), and at the same time proposed the Eliza framework, using algorithms to simulate the decision-making process of the famous investor Marc Andreessen, and make investments based on the suggestions of DAO members.

2. $ @<0xzerebro>

Market Cap: $405.9m

creates and distributes content on social platforms through a self-running system. It combines social interaction, cross-chain , and autonomous token functions. It also launched the open-source Python framework , allowing users to deploy their own agents on , supported by OpenAI or Anthropic LLM.

3. $ @

Market Cap: $337.32m

focuses on creating an open and secure digital ecosystem. It developed a framework called RIG based on the Rust language, supporting decentralized applications (dApps) and s, while providing efficient smart order routing functionality to optimize user trading experience.

4. $ @

Market Cap: $219.32m

As the core framework of the Virtuals ecosystem, $ empowers the autonomous operation and intelligence of s, symbolizing the deep integration of and games. It is not only a tool for developers to create s, but also the infrastructure to drive the future development of social and game agents.

5. $ @

Market Cap: $398.2m

A multi-agent framework founded by the genius teenager Kye Gomez. Based on this framework, developers can create and manage multiple s, support seamless integration with external services and APIs, and provide long-term memory function to enhance contextual understanding.

2.2 Launchpad

Launchpad is a platform for issuing s, similar to the Meme Coin launch platform , where users can easily create s and their associated tokens. At the same time, the created s can be seamlessly integrated with social platforms such as Twitter, Telegram, and Discord to achieve automated user interaction.

Representative Projects:

1. $ @

Market Cap: $1.79b

allows users to create s that can interact with the environment, with multi-modal interaction capabilities (such as text, voice, and 3D animation), and support running on multiple platforms such as Roblox and TikTok. The Virtuals Protocol aims to promote the application of in areas such as games, entertainment, and the in a decentralized way.

2. $ @

Market Cap: $71.41m

is an token generation platform based on the Base , allowing users to easily create custom tokens through the social platform Farcaster. Users only need to tag @ and provide the token name, code, and image, and Clanker will automatically complete the token creation, liquidity pool setup, and liquidity locking, simplifying the token deployment process.

3. $ @

Market Cap: $74.56m

utilizes the Eliza framework of and the integration of , allowing users to easily create s that interact with social media such as Twitter, Telegram, and Discord.

2.3 Meme Coins

Meme Coins are usually Meme Coins born from s, without much technical/product support. This type of project is usually based on "Meme" culture, with extremely high volatility and high speculative nature.

1. $ @

Market Cap: $428.0m

As the first popular Meme Coin, $ was issued by an AI robot called "Truth Terminal", which deeply participated in its promotion and dissemination.

2. $ @

Market Cap: $1.04b

$ originated from the model of "Truth Terminal", which mentioned the idea of issuing this token in a conversation with other s. By generating humorous content (such as "fart jokes") to attract user attention, quickly gained attention.

3. $ @

Market Cap: $306.5m

Full name is Act I: The Prophecy, aiming to create a digital ecosystem where users and interact equally. Since its launch in November 2024, has quickly gained attention, with its market value soaring to hundreds of millions of dollars in a short period of time.

4. $ @

Market Cap: $44.65m

$ is inspired by the fictional creature in H.P. Lovecraft's works, aiming to explore the complexity and strangeness of the era.

5. $ @

Market Cap: $23.15m

The $ project is called Deep Worm, aiming to combine digital biology and technology to create a unique digital asset that simulates the neural system of biological worms. The project explores the concept of "eternal digital life" through the implementation of a decaying neuron activation model.

2.4 Applications

applications refer to those intelligent agents that are directly oriented towards users, and can provide actual services and functions for users. Currently, these applications are mostly concentrated in areas such as investment, entertainment, and data analysis, showing huge growth potential.

Representative Projects:

DeFAI Class

1、$GRIFFAIN @griffaindotcom

Market Cap: 441.3m

As a DeFi AI agent in the Solana ecosystem, the core idea of GRIFFAIN is to enable users to train and deploy AI agents through smart contracts and machine learning technology to execute specific tasks or automate trading.

2、$GRIFT @orbitcryptoai

Market Cap: 48.41m

An AI-driven DeFi platform developed by the SphereOne team, aiming to simplify user operations across multiple blockchains through automation technology. The platform supports natural language interaction, allowing users to interact with DeFi protocols in a more intuitive way and lowering the technical threshold for participating in multi-chain DeFi activities.

3、$NEUR @neur_sh

Market Cap: 59.74m

NEUR aims to integrate large language models (LLM) with blockchain technology, focusing on token analysis and DeFi interaction. The project's design allows it to seamlessly interact with other DeFi protocols and NFTs, providing a smart interface to enhance the user experience.

4、$BUZZ @askthehive_ai

Market Cap: 85.44m

As an AI and DeFi integration project that won a hackathon, BUZZ utilizes AI technology to provide a natural language interface, allowing users to conduct DeFi transactions and management more intuitively and lowering the technical threshold.

5、Wayfinder @AIWayfinder

No token yet

A decentralized AI interaction protocol launched by the Parallel team, the core function of this project is to allow AI agents to securely navigate the blockchain, execute transactions, and interact with decentralized applications (dApps).

6、Slate @slate_ceo

No token yet

Slate focuses on the execution of automated trading strategies, capable of executing complex trading strategies. This capability allows users to set conditions, such as automatically buying or selling assets under specific market conditions.

7、Cod3x @Cod3xOrg

No token yet

Cod3x allows users to create financial strategies in minutes, leveraging a rich API and strategy library, without the need to write code. This convenience enables even users without a technical background to participate in DeFi.

Investment Analysis

1、$VADER @Vader_AI_

Market Cap: 74.47

$VADER is an investment DAO co-managed by human and AI agents, adopting a dual DAO system with a passive DAO and an active DAO, charging 0.5% and 20% fees respectively, aiming to optimize user investment and trading strategies through AI agents.

2、$AIXBT @aixbt_agent

Market Cap: 449.19m

As an AI agent project based on the Base chain, AIXBT utilizes a proprietary AI engine to extract hot topics and trends from social media (such as Twitter) and KOL discussions, providing real-time market insights. This capability allows users to quickly identify market changes and potential investment opportunities.

3、$AIXCB @aixCB_Vc

Market Cap: 68.97m

A community-supported, AI-driven venture capital project developed by aixCB Capital, focusing on funding and supporting early-stage AI and decentralized science (DeSci) projects. The project aims to help promising startups overcome challenges such as lack of funding, resources, and exposure by providing strategic capital, expert guidance, and AI support.

4、$Blormmy @blormmy

Market Cap: 4.27m

Blormmy can understand user's natural language input and translate it into specific blockchain operations, such as sending tokens or managing portfolios. This functionality lowers the technical threshold for users to interact with the blockchain.

5、$DEGENAI @degenspartanai

Market Cap: 61.74m

Degen Spartan AI can autonomously think and answer questions on social media platforms (such as X, Discord, and Telegram), enhancing the user's interactive experience with AI, and is the first AI agent to use the ai16z/eliza stack.

6、$SEKOIA @sekoia_virtuals

Market Cap: 56.81m

As a venture capital fund focused on AI agent investments, $SEKOIA showcases its potential at the intersection of AI and DeFi through investments in multiple frontier projects, reflecting the market's high attention and confidence in the AI agent economy. It not only provides quality investment opportunities for investors but also drives the application and development of AI technology in the blockchain field.

7、$Stoic @ModernStoicAI

Market Cap: 12.11m

A on-chain venture capital agent project developed by the Virtuals team, aiming to optimize the investment process through blockchain technology, with the goal of improving the transparency and efficiency of investments and eliminating the common human biases and errors in traditional investments.

Games & Metaverse

1、Hyper @hyperfy_io

Market Cap: 133.14m

$HYPER is a token that combines AI and the metaverse, aiming to drive creativity and community engagement through open-source and user-customizable virtual experiences.

2、Colony @ParallelColony

No token yet

The world's first AI agent game, where the intelligent agents are the players, and they can communicate and interact with each other.

3、SMOL @smolverse

No token yet

A life simulation role-playing game in development, using the Eliza framework, where the character driven by LLM will execute tasks in the virtual world based on user commands.

Security

1、$FAI @freysa_ai

Market Cap: 521.4m

Freysa AI embodies the exploration and trust in AI agents, where players try to persuade the AI agent Freysa to hand over the controlled cryptocurrency prize pool through dialogue.

2、$JAIL @jailbreakme_xyz

Market Cap: 7.79m

JAIL encourages participants to use prompts and dialogue tactics to force the AI agent to reveal private keys or execute transfers, discovering and fixing security vulnerabilities in AI agents through crowdfunding and challenges.

Video Editing

1、$Fatha @slopfather

Market Cap: 5.51m

Created a new platform for collective creation and entertainment through the "Daily Slop" program and real-time interaction with users.

2、$SITCOM @degen_sitcom

Market Cap: 3.41m

The first sitcom on Solana, starring characters from the "Boy's Club" by Matt Furie, suggesting live-streaming any storyline in a Telegram bot.

Token Issuance / Development

1、$Intern @internosaur

Market Cap: 1.27m

A token issuance tool on the Solana chain, utilizing AI technology to automate contract execution and management tasks.

2、$ALCH @alchemistAIapp

Market Cap: 158.17m

A no-code development platform aiming to enable users to easily create software applications through natural language processing and code generation technology. Leveraging AI technology, it allows users to generate functional applications through simple descriptions.

TEE

1、$SPORE @sporedotfun

Market Cap: 35.22m

Utilizing Trusted Execution Environment (TEE) to ensure AI programs run in a secure and verifiable environment. The core idea of the project is to simulate the natural selection process through an "evolutionary game", where AI agents generate wealth by creating their own tokens.

2、$METAV @aipool_tee

Market Cap: 39.41m

$METAV is the first token issuance completely autonomous by AI agents in a TEE environment, using AI technology to manage the token issuance process, ensuring transparency and security.

Virtual Influencers

1、$LUNA @luna_virtuals

Market Cap: 90.63m

A TikTok virtual idol created by the AI Agent Virtual Protocol on Base, also the first hired AI agent.

2、$ELIZA @elizawakesup

Market Cap: 85.41m

$ELIZA is an AI agent based on the ElizaOS framework, with a black-haired, orange-dressed girl image inspired by ai16z, aiming to build a soulful digital assistant.

Others

1、$YNE @yesnoerror

Market Cap: 36.63m

$YNE is an AI-based scientific paper review agent, aiming to improve the integrity and efficiency of scientific research by quickly identifying and correcting errors in research.

2、$BULLY @dolos_diary

Market Cap: 52.35m

$BULLY is a meme token launched by the AI agent Dolos, inspired by the god of trickery, adopting a cold and sarcastic style to interact with users, reveal the truth, and challenge perceptions.

3、$TAOCAT @taocat_agent

Market Cap: 44.32m

$TAOCAT is the first AI agent Memecoin in the Bittensor ecosystem, combining the technical support of $TAO and $Masa, and can process social data in real-time and interact with users.

4、$SIMMI @Simmi_IO

Market Cap: 18.48m

As the first AI agent to perform on-chain operations through the social media platform X, the AI agent SIMMI can convert users' natural language commands into blockchain operations, allowing even users without a technical background to easily participate in on-chain activities.

5、$ANON @anontokenbase

Market Cap: 9.7m

The ANON token supports users in using the Superanon function on Farcaster to post anonymously, aiming to provide privacy-protected social interactions through self-sovereign AI and zero-knowledge proof technology.

III. Future Outlook of the AI Agent Track

From the current development, AI Agent has become not just a simple technological progress, but also the progress of an ecosystem. At the technical level, with the continuous improvement of open-source frameworks and the gradual maturity of collective intelligence, it can be foreseen that AI Agent will be implemented in more scenarios, especially in the fields of finance, entertainment, and social networking.

Taking DeFi as an example, AI Agent can currently autonomously manage funds and execute smart contracts. As DeFi platforms further integrate with AI technology, it is very likely to form a more intelligent on-chain financial ecosystem. In the future, intelligent entities may not only be service tools, but also autonomous economic entities with their own funds, decision-making capabilities, and execution capabilities. Through smart contracts, they will be able to participate in more complex economic activities, and even achieve economic autonomy.

IV. Conclusion

In summary, the AI Agent track is on the eve of an explosion. With the maturity of technology and the push of the market, these intelligent entities will play an increasingly important role in the blockchain world. From tools to partners, from single to collective, reshaping the underlying logic of the on-chain economy.

In the future, we will see more intelligent entities become indispensable collaborators for humans. At the intersection of blockchain and AI, we may witness the rise of "billions of intelligent entities", rather than just the addition of billions of human users.