Title: "AI Agents Weekly Recap"
Author: sandraaleow, members of kaitoai and partyhatDAO
Compiled by: zhouzhou, BlockBeats
Editor's Note: This week, the AI Agent market has shown a trend of diversified development. DeFAI (DeFi + AI) projects like ANON and Griffain have attracted attention, driving multi-chain functionality and automation. Game agents like Virtuals have expanded their potential beyond entertainment, while Solana's AI hackathon and SendAI are accelerating AI application innovation. Investment DAOs are using AI agents to optimize decision-making, showcasing a new decentralized investment model. The rise of AI agents has sparked widespread discussion, with developer functionality and token mechanisms becoming key.
Overall Trend
The mention of agents has reached a historical high, indicating that more and more people believe agents are not just a temporary trend, but a transformative force with the potential to disrupt multiple industries and change our daily lives.
According to CoinGecko's agent categories, the total market capitalization of the agent market today has reached $15.5 billion.
The attention on AI topics has reached 70% for the first time this week (kaitoai).
Trend of External Attention on Agents
Kaito Pro Paid Features
Agent attention = Quantified frequency of external mentions of the token/stock code
Overall attention distribution - heat map (past 7 days):
- AIXBT still dominates, with over 33% of the total AI agent token attention, followed by AI16Z and Fartcoin.
- Eliza and Zerebro are in the middle (both over 5%).
- Virtual also maintains a significant share (5.25%).
Observations and Conclusions (Based on 7-day and 30-day attention changes)
1. AIXBT still leads
2. AI16Z is gaining momentum
3. Fartcoin, Bully, and Luna have declined
4. Eliza & Virtual are rising
5. Zerebro remains stable
Agent KOL (Key Opinion Leader) Sector Trends
Agent KOL attention = Measure of the "smart interaction" level of agents on Twitter, focusing on meaningful interactions (likes, retweets, replies) from key influencers or high-value accounts.
7-day Agent KOL Attention Growth Leaderboard
- Thales ai
- virtuals io
- s 8 n
- centienceio
- CryptoEternalAI
- MinetardAI
- bossu online
- Vader AI
- AimonicaBrands
Agent Attention (External Mentions) vs. Agent Interactions
Observation 1: AIXBT's external mentions and interactions have both declined
Observation 2: New players are emerging in the Agent KOL domain
Observation 3: Market leaders are showing signs of fatigue
It is worth noting that the agent interactions of Zerebro and Goat have decreased significantly with the entry of new players into the agentKOL field. For example, Zerebro's agent interactions peaked at 24% in mid-November, but have now dropped to 2%. If we review the agentKOL field over the past 3 months, Goat has consistently ranked second after AIXBT. However, it is clear that the enthusiasm for Truth Terminal has waned, and attention has shifted to these emerging players.
Key Accounts in the Agent Field
The top accounts mentioning the term "agent" in the past 7 days:
Top accounts mentioning the term "agent" (ranked by external mentions):
s 4 mmy - 40 mentions
cyrilxbt - 32 mentions
shawmakesmagic - 27 mentions
beast ico - 24 mentions
lordofafew - 21 mentions
Top accounts mentioning the term "agent" by highest intelligent interactions (past 7 days):
shawmakesmagic - 303 intelligent interactions
aixbt agent - 141 intelligent interactions
defi 0x jeff - 121 intelligent interactions
0x cygaar - 105 intelligent interactions
0x glu - 99 intelligent interactions
Key Discussion Topics
defi 0x jeff discussed the accelerated development of DeFAI (DeFi + AI) and the emerging trends in the agent field, focusing on the role of the abstraction layer, automated trading, and AI-driven DApps. He also mentioned the competition in the abstraction layer space and the potential of automated trading agents.
eigenlayer announced a collaboration with Eliza Labs to host an AI agent hackathon, focusing on building the next generation of AI agents. The event will be held in Denver, aiming to foster collaboration and innovation among developers.
TheSmarmyBum raised the question of whether AI agents need tokens, emphasizing the economic agency and shared economic framework that tokens provide for AI agents.
sreeramkannan discussed the concept of self-sovereign verifiable services (AVS) for AI agents, highlighting the need for verifiable computation and how agents can operate autonomously in a decentralized environment.
RaoulGMI shared his views on the AI agent topic, suggesting that it may be a medium-term trend that has gained attention due to the lack of other captivating narratives.
defi 0x jeff continued to discuss the emerging trends in the agent metaverse and AI-driven ecosystems, emphasizing the potential for solid returns by positioning early on these trends.
elliotrades compared the current AI agent trend to the "DeFi Summer" period, considering AI agents as a significant breakthrough in the application of AI technology in the crypto space, and predicting a large-scale expansion in Q1/Q2.
Rewkang emphasized the importance of developer functionality in AI agent platforms, suggesting that successful platforms will be those that maximize what developers can do, similar to successful platforms in other industries.
This Week's Observations / Trend Highlights
The Rise of DeFAI and AI-Driven DAOs
A notable example this week is ANON, led by Daniele Sesta, which many believe is aligned with the DeFAI trend by automating complex DeFi tasks (such as arbitrage, yield farming, and risk management) through AI, aiming to simplify on-chain interactions.
Heyanon's ecosystem includes multiple components, such as the AI research agent Gemma, which can track whale movements, monitor social sentiment, and discover yield opportunities. This integration aims to provide users with actionable insights and facilitate seamless trade execution. The project is positioned as a comprehensive AI-driven DeFi solution, focusing on multi-chain functionality and automation, and is highly competitive in the DeFAI space.
Griffain, a leading DeFAI project from the Solana ecosystem, has had an outstanding market performance this week, reaching a new all-time high in market capitalization. Other emerging projects like Neur and Orbit are also growing.
The Rise of Gaming Agents
Gaming agents are attracting attention as they bring new interactivity and personalized experiences to the gaming domain. Virtuals is working to showcase the potential of gaming agents beyond just "entertainment".
Solana AI Hackathon and Sendai
The Solana AI Hackathon attracted a large number of projects and drove market activity. While some have expressed concerns about the issuance of speculative tokens and market manipulation, the event still demonstrates Solana's growing momentum in AI agent development.
The Solana Agent Kit has already seen widespread adoption, allowing developers to deploy AI-driven applications on-chain. Send ai and the AI Agent Kit are driving Solana to become a center for AI-driven innovation, which may lead to the emergence of more agent projects and solidify Solana's position in the DeFAI space.
The Rise of Investment DAOs
Investment DAOs, particularly on platforms like daos.fun, are becoming a decentralized alternative to traditional venture capital. This platform supports the launch of multiple DAOs and is attracting increasing attention. Investors are optimizing their decisions through AI agents, and investment DAOs are becoming a more flexible and data-driven alternative to traditional investment models.
