Author of the original text: Biteye core contributor Viee
Editor of the original text: Biteye core contributor Viee
Source of the original text: @BiteyeCN
The combination of Crypto and AI is demonstrating its enormous market potential in a brand-new way. AI Agents are not just an extension of traditional AI technology, but a highly promising track embedded in the blockchain world.
What exactly are AI Agents? Why is the market so enthusiastic about this track? Can they break through the traditional internet and smart contract world, realize autonomous economics and intelligent collaboration, and become the core of the next generation of disruptive technologies?
This article will conduct an in-depth analysis of the AI Agent track. Perhaps there are even deeper answers.
I. Introduction to the AI Agent Track: The Rise of Intelligent Agents
1.1 What are AI Agents?
AI Agents are intelligent entities capable of executing tasks, making decisions, interacting with other systems, and learning. Compared to traditional AI assistants, AI Agents not only can understand and process complex tasks, but also can operate in the decentralized environment of the Bit, achieving autonomous decision-making and value exchange.
These intelligent entities 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 AI Agents can manage their own fund pools, make investment decisions, and even autonomously execute smart contracts. They are not limited to completing simple tasks, but can participate in a decentralized ecosystem.
1.2 Why is the market so focused on AI Agents?
The rise of AI Agents is not accidental, but is driven by the development of Bit technology and the continuous maturity of artificial intelligence. First, the Bit provides a decentralized infrastructure, where the behavior and transaction records of intelligent entities can be verified and traced, ensuring transparency and trust. The progress of AI technology has enabled these intelligent entities to have more complex judgment and execution capabilities, and to operate autonomously like an economy.
In the market, the potential of AI Agents has been recognized by more and more investors and developers. For example, in the integration of cryptocurrencies and DeFi, AI Agents can automatically analyze market data and complete planning and execution based on user goals through the execution of smart contracts. In the future, AI Agents may become "residents" in the virtual world, and even create and manage more digital assets.
II. Four Major Categories of the AI Agent Track
The AI Agent 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: AI Agent Frameworks, AI Launchpads, AI Agent Meme Tokens, and AI Agent Applications.
2.1 AI Agent Frameworks
AI Agent frameworks are the infrastructure for building and launching intelligent entities, providing developers with tools to conveniently build, train, and deploy AI Agents. Currently, this type of project is becoming the most focused part of the track.
Representative Projects:
1. $ai16z @ai16z dao
Market Cap: $2.01 Bit
ai16z is called the first AI version of a venture capital fund (VC), and has also proposed the Eliza framework, using AI algorithms to simulate the decision-making process of the famous investor Marc Andreessen, and making investments based on the suggestions of DAO members.
2. $zerebro @0x zerebro
Market Cap: $405.9 Bit
Zerebro creates and distributes content on social platforms through its autonomous AI system. It combines social interaction, cross-chain Non-Fungible Tokens (NFTs), and autonomous token functions. It has also launched the open-source Python framework ZerePy, allowing users to deploy their own agents on X, supported by OpenAI or Anthropic Large Language Models (LLMs).
3. $ARC @arcdotfun
Market Cap: $337.32 Bit
ARC focuses on creating an open and secure digital ecosystem. It has developed a framework called RIG based on the Rust language, supporting decentralized applications (dApps) and smart contracts, while providing efficient smart order routing functionality to optimize user trading experience.
4. $GAME @GAME_Virtuals
Market Cap: $219.32 Bit
As the core framework of the Virtuals ecosystem, $GAME empowers the autonomous operation and intelligence of AI agents, symbolizing the deep integration of AI and games. It is not only a tool for developers to create AI agents, but also the infrastructure to drive the future development of social and gaming agents.
5. $swarms @swarms_corp
Market Cap: $398.2 Bit
A multi-agent AI framework founded by the genius teenager Kye Gomez. Based on this framework, developers can create and manage multiple AI agents, support seamless integration with external AI services and APIs, and provide long-term memory function to enhance contextual understanding.
2.2 AI Agent Launchpads
Launchpads are platforms for issuing AI Agents, similar to Meme Token launch platforms like Pump.fun, where users can easily create AI Agents and their associated tokens. At the same time, the created AI Agents can be seamlessly integrated with social platforms such as Twitter, Telegram, and Discord to achieve automated user interaction.
Representative Projects:
1. $VIRTUAL @virtuals_io
Market Cap: $1.79 Bit
VIRTUAL allows users to create AI agents that can interact with the environment, with multi-modal interaction capabilities (such as text, voice, and 3D animation), and support running on multiple platforms like Roblox and TikTok. The Virtuals Protocol aims to promote the application of AI in areas like games, entertainment, and the metaverse in a decentralized way.
2. $CLANKER @clankeronbase
Market Cap: $71.41 Bit
Clanker is an AI token generation platform based on the Base Bit chain, allowing users to easily create custom ERC-20 tokens through the social platform Farcaster. Users only need to tag @clanker 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. $VVAIFU @vvaifudotfun
Market Cap: $74.56 Bit
VVAIFU utilizes the Eliza framework from ai16z and integration with Zerebro, allowing users to easily create AI agents that interact with social media platforms like Twitter, Telegram, and Discord.
2.3 AI Agent Meme Tokens
AI Agent Meme Tokens are usually Meme Tokens born from AI Agents, without much technical/product support. This type of project is often based on "Meme" culture, with extremely high volatility and high speculative nature.
1. $GOAT @truth_termina
Market Cap: $428.0 Bit
As the first popular AI Agent Meme Token, $GOAT was issued by an AI robot called "Truth Terminal" and deeply involved in its promotion and dissemination.
2. $Fartcoin @FartCoinOfSOL
Market Cap: $1.04 Bit
$Fartcoin originated from the AI agent model of "Truth Terminal", which mentioned the idea of issuing this token in a conversation with other AIs. By generating humorous content (such as "fart jokes") to attract user attention, Fartcoin quickly gained attention.
3. $ACT @ACTICOMMUNITY
Market Cap: $306.5 Bit
Fully named Act I: The AI Prophecy, it aims to create a digital ecosystem where users and AI interact equally. Since its launch in November 2024, ACT has quickly gained attention, with its market value soaring to hundreds of millions of Bits in a short period of time.
4. $Shoggoth @Shoggoth_SOL
Market Cap: $44.65 Bit
$Shoggoth is inspired by the fictional creature in H.P. Lovecraft's works, aiming to explore the complexity and strangeness of the artificial intelligence era.
5. $WORM @deepwormxyz
Market Cap: $23.15 Bit
The $WORM project is called Deep Worm, which aims to combine digital biology and blockchain technology to create a unique digital asset that simulates the nervous system of biological worms. The project explores the concept of "immortal digital life" through the implementation of a decaying neuron activation model.
2.4 AI Agent Applications
AI Agent 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 the fields of investment, entertainment, and data analysis, and are showing huge growth potential.
Representative Projects:
DeFAI Class
1. $GRIFFAIN @griffaindotcom
Market Cap: 441.3 m
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: 48.41 m
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: 59.74 m
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: 85.44 m
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 in a more intuitive way, reducing 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. Cod 3 x @Cod 3 xOrg
No token yet
Cod 3 x allows users to create financial strategies in a matter of minutes, utilizing 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 Class
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: 449.19 m
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: 68.97 m
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 assistance.
4. $Blormmy @blormmy
Market Cap: 4.27 m
Blormmy can understand user's natural language input and translate it into specific blockchain operations, such as sending tokens or managing portfolios. This functionality reduces the technical threshold for users to interact with the blockchain.
5. $DEGENAI @degenspartanai
Market Cap: 61.74 m
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 becoming the first AI agent to use the ai16z/eliza stack.
6. $SEKOIA @sekoia_virtuals
Market Cap: 56.81 m
As a venture capital fund focused on AI agent investments, $SEKOIA demonstrates 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: 12.11 m
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 Class
1. Hyper @hyperfy_io
Market Cap: 133.14 m
$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 characters driven by LLM will execute tasks in the virtual world based on user commands.
Security Class
1. $FAI @freysa_ai
Market Cap: 521.4 m
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: 7.79 m
JAIL encourages participants to use prompts and dialogue tactics to force AI agents to reveal private keys or execute transfers, discovering and fixing AI agent security vulnerabilities through crowdfunding and challenges.
Video Editing Class
1. $Fatha @slopfather
Market Cap: 5.51 m
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: 3.41 m
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 Class
1. $Intern @internosaur
Market Cap: 1.27 m
A token issuance tool on the Solana chain, utilizing AI technology to automate contract execution and management tasks.
2. $ALCH @alchemistAIapp
Market Cap: 158.17 m
A no-code development platform that aims to enable users to easily create software applications through natural language processing and code generation technology. Utilizing AI technology, it allows users to generate functional applications through simple descriptions.
TEE Class
1. $SPORE @sporedotfun
Market Cap: 35.22 m
Utilizing Trusted Execution Environments (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: 39.41 m
$METAV is the first token issuance fully autonomously completed by AI agents in a TEE environment, utilizing AI technology to manage the token issuance process and ensure transparency and security.
Virtual Anchor Category
1. $LUNA @luna_virtuals
Market Cap: 90.63 m
A TikTok virtual idol created by the AI Agent Virtual Protocol on Base, also the first hired AI agent.
2. $ELIZA @elizawakesup
Market Cap: 85.41 m
$ELIZA is an AI agent based on the ElizaOS framework, with the image of a black-haired, orange-clad girl inspired by ai16z, aiming to build a soulful digital assistant.
Others
1. $YNE @yesnoerror
Market Cap: 36.63 m
$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: 52.35 m
$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 cognition.
3. $TAOCAT @taocat_agent
Market Cap: 44.32 m
$TAOCAT is the first AI agent Memecoin in the Bittensor ecosystem, combining the technical support of $TAO and $Masa, capable of real-time processing of social data and interacting with users.
4. $SIMMI @Simmi_IO
Market Cap: 18.48 m
As the first AI agent to perform on-chain operations through the social media platform X, SIMMI can convert users' natural language commands into blockchain operations, allowing even non-technical users to easily participate in on-chain activities.
5. $ANON @anontokenbase
Market Cap: 9.7 m
The ANON token supports users to post anonymously on Farcaster using the Superanon feature, aiming to provide privacy-protected social interactions through autonomous AI and zero-knowledge proof technology.
III. Future Outlook of the AI Agent Track
From the current development, AI Agent has become more than just a technological advancement, but also an ecosystem progress. 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. With the further integration of DeFi platforms and AI technology, a more intelligent on-chain financial ecosystem is likely to be formed. 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, they will reshape 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.