Author: Deep Wave TechFlow

Another week dominated by the AI ​​Agent sector, have you found Alpha? ?

Top tokens such as ai16z and Fartcoin have been rising all the way, and at the end of the day you can even see hundreds of tokens claiming to be AI Agent appearing on the monitoring list at the same time middle.

So many, how do you choose?

If you are not a professional P player, an opening sniper, or a master of connections in the crypto industry, in addition to being envious of other people’s winning rates, energy management, and information density, FOMO will follow. Aside from rushing in and often becoming the payer, how do you judge whether a project has a future?

From the perspective of ordinary leeks, you may not have a reliable judgment point.

I can't find the original copy, and I can't find the complete ins and outs.

Every second of the market is blurry and chaotic, but every moment seems to have a clear and clear pulse.

Obviously, an ordinary editor will be laughed at if he tries to take the pulse of everyone in the market; the following ideas are only for sharing, and the folk remedies have at least cured the editor to a certain extent. My own money-losing disease.

AI Agent’s track differentiation: applications to the left, platforms to the right

First of all, looking at the entire market, AI Agent must still be a popular track in the past one or two weeks. . Especially yesterday, OKX launched GOAT spot, which aroused enthusiasm in the entire AI Agent track.

However, in addition to the unsustainable general rise, the AI ​​Agent track continues to The projects that ran out gradually felt a sense of differentiation:

Differentiation 1:It is a specialized AIAgent application that solves a specific problem or has a specific identity/style

Representative projects: AIXBT, Truth Terminal

Representative projects: AIXBT, Truth Terminal

p>

Differentiation 2: It is not a dedicated AIAgent application, but it gives you a shovel to create more new applications

Representative projects: Virtuals, ai16z (Eliza framework), Empyreal SDK

Roughly speaking, this is actually the evolution of application VS platform to some extent: from AI Agent being able to issue one coin, to having a platform/tool ​​that allows more AI Agents to issue coins.

Of course, this discussion is not entirely accurate. Except for Launchpad, some tools do not allow AI Agents to issue coins, but provide an environment for AI Agents to use better. More usable. In essence, this type of logic is still not the logic of a single point application, but the logic of the platform and ecology:

Better use, more functional, after assetization Tokens have more reasons for endorsement and are more susceptible to financial speculation.

In fact, this logic may just be history repeating itself.

ICO was popular in 2017, and every project could issue coins through ICO. But in the end, Ethereum actually became the largest one after the ICO. ICO platform, various projects can be deployed on it to issue tokens through smart contracts.

In the current popular AI Agents, each Agent can issue its own coins, but frameworks and platform-based projects have also emerged, through various low-threshold, no-password Code or natural language allows everyone to quickly create AI Agents.

History never repeats itself, but it rhymes with the same rhyme. In this main line of asset creation, the core has never changed.

Attention is driving, funds are stirringNote that the editor is not saying that platform/framework projects in the AI ​​Agent track are better than pure AI Agent applications.

Strength or weakness is not determined by the direction of the project, but the result of the inflow and outflow of market funds after the game. How about we use a more crude and straightforward statement to explain - the chips will go where the story "tells longer".

What does it mean to tell a story longer?

Of course we have seen speedruns that exploded in one day, but more often they were short-lived drives that only lasted for 1-2 hours. Such tokens can attract a large amount of funds in the short term, but they will also immediately lose money and withdraw funds.

From a more understandable perspective, it is the capital that thinks, "It won't take long for you to tell this story."

The longer a project can tell a lasting story, the more attention it will grab. While attention drives the popularity, funds stir up the ups and downs.

Be more specific:

Look at the Meme = look at its angle

Look at the AI ​​Agent = look at what it claims to be able to do

So the question is transformed into, which AI Agents What you claim to do, do you think it might last longer?

After looking at so many projects, the editor feels that the current AI Agents, From the perspective of doing things, it can be roughly divided into the following categories (the original classification was inspired by this article):

Personalized imitators

Simulating intelligence and imitating human behavior through dialogue. Their job is not to solve problems, but to make people feel personal and human.

For this type of Agent, the personality is their own brand.

Typical representative: Bully, the vicious BOT

Efficiency-seeking supervisor

By analyzing complex workflows, human intentions are accurately converted into back-end processes. This type does not necessarily have a personality, but it must be efficient and can help you save time or solve specific problems.

Typical representative: Simmi AI, tweet a sentence and help you send coins

< /p>

Autonomous experimenter

By managing wallets, interacting with the system, and even without manual input Start the task. But they have limited autonomy, waiting to be triggered, rather than being completely sci-fi and able to act on their own.

Typical representative: Truth Terminal, the beginning of everything

Platforms that support the above categories/ Framework

You can either be a poisonous AI, or you can be a Bot that helps you issue coins in one sentence. No matter what the motivation is, you can't escape some Necessary components:

Do AI To Agent, you need investment in models, data, and prompt words. To issue an AI token, you need Launchpad.

Typical representatives: Virtuals (launch pad), Eliza (production framework)

If you Ranking the tokens in the current track by market value, it is not difficult to see that the top projects basically cannot escape this classification.

So, who do you think will tell the story of the above types of projects? More durable?

First of all, in addition to the above projects, pure external events/IP push the classIf the project or event itself occurs at a single point, its influence and durability will decline, and the currency itself will lose blood faster. For example, Ban is an obvious example, and Luce is also experiencing some decline.

In the AI ​​Agent track:

Projects that can create their own assets internally, because The assets (Agents) produced by UGC are a relatively multi-faceted concept, and their influence and staying power will come in waves, because a new Agent can always be used on its platform every now and then. Corresponding to the assets, its own currency itself will have ups and downs, but it will still spiral upward. In the end, the market value of the parent currency will be at a high level, and the sub-coin will have several leading AI Agents.

Projects that can continuously output content, because the Agent application itself is constantly chatting and dialogue , will strengthen his own personalized brand. You think it is interesting, interesting, and has the secret to wealth, so you will continue to pay attention. And paying attention means buying funds, so you can see their rise.

However, among the two, the latter is easy to get stuck. For example, the poisonous tongue AI you think of Bully first, so your attention is focused on just a few. On Agent, the probability of success is far lower than on the platform.

Therefore, playing on the AIAgent track generally requires you to have a good concept. This concept (framework/programming platform/coin issuance platform...) can create With more assets being provided, it seems that the sustainability of funds paying for such projects is higher.

MAX and Alchemist AI, examples of platform + market gameplay

The above are some of the editor's methodologies when looking at projects. They may not be correct, but they can provide criteria for screening projects. Certain reference.

If you follow the idea of ​​​​looking for platforms/frameworks, you will find that there are at least 2 projects worth noting in the past week, and they all adopt A combination of “platform + market”. (Note: NFA is not a forum, just sharing the projects I saw)

Platform: A platform to help you quickly build AI Agent, or use AI Agent to quickly do Product platform

Market: the products made canTrading on the built-in market further promotes activity and platform popularity

$MAX and DistilledAI, front-shop and back-court model

CA:

oraim8c9d1nkfuQk9EzGYEUGxqL3MHQYndRw1huVo5h

Market value: 28M (6M on Monday, an increase of about 500%)

MAX itself is a female AI Agent image, you can directly start a conversation with her .

However, her unique personality is that she is a BTC A fanatical bull, if you chat with her, she will continue to give you the benefits of Amway Bitcoin; at the same time, she also comes with a Bitcoin prediction market. You only need to click on her avatar to jump to the prediction market page. , use $MAX tokens to predict and bet on the future price of Bitcoin.

AI Agent and betting assets are full of gameplay.

However MAX is just an AI Agent. What really attracts funds and makes the market value of its token rise from 6M to about 28 in the past week is more from the front-store and back-field model behind it:

Use MAX to attract traffic yourself first, and then let more people use the AI ​​behind it Agent creation platform.

The creation platform behind MAX actually comes from DistilledAI, a decentralized protocol that provides developers with access to confidential computing, private data processing, distillation Infrastructure for protocols, data DAOs and secure access management.

The protocol is also supported by L1 oraichain, another company dedicated to AI.

With Distilled AI, developPeople can build advanced applications that require AI agents to not only learn from private data in individual and collective settings with absolute data privacy, but also to perform a variety of actions autonomously in Web3.

This model is very similar to the relationship between Luna and Virtuals. However, there is currently no mother currency on the Distilled platform, and all value transfers on the platform are conducted using MAX tokens.

And you can find more different types of Agents on Distilled AI’s Marketplace, which is similar to a GPT built-in store.

Currently, there is no fee to use other Agents in this market, but all agents need to hold and pledge $MAX to work; follow-up possibilities are not ruled out. It will have other relationships with MAX and the platform’s mother currency.

At the same time, according to the project description, AI Agents created by others on these markets can also Tokenization is similar to the launch mechanism of Pump.fun. When the market value of the new tokens created reaches 66k, the token launch is supported by the bonding Curve mechanism.

The obvious routines we can see are:

First, one has affinity Starting with the AI ​​image, attracting you to use it

Second, the platform has the ability to create AI Agents and empower the mother currency on the platform (now MAX) Functions such as consumption and staking

Third, there are the concepts of app stores and markets, and the price discovery mechanism screens out other popular AI Agents to expand the platform’s own influence

$ ALCH (AlchemistAI) is a code-free application generation platform described only in text

Market value: 130M (27M on Monday, an increase of 500%)

CA:

HNg5PYJmtqcmzXrv6S9zP1CDKk5BgDuyFBxbvNApump

If the above example of MAX is completely a replica of Virtuals, then this Alchemist AI is Another way of thinking:

You don’t need to create different AIs Agent, but uses public AI capabilities to create different applications and products.

The name of the project actually explains the function, which is like "alchemy" , by you input natural language, the AI ​​behind the Alchemeist AI system will automatically process it for you, thereby helping you generate works.

The whole process is also very simple. Link the wallet and enter the description of the application you want, and the platform will run for a period of time and then generate the corresponding program for you (such as screenshots The editor is trying to generate a game).

Of course, you can also download this work, or further optimize it by talking to AI on the platform.

In fact, the concept of this type of "codeless development platform" is not new, but it is another breakthrough in the AI ​​Agent track of the encryption market, using the same The ability of AI to create different works is actually of great value to community communication.

Judging from the feedback from the community, everyone has made great use of Alchmesit, and even created a Solana native dog screening and analysis evaluator through the platform: < /p>

In fact, this is similar to calling the ability of GPT to do more scenario-oriented applications , but Alchemist It has its own front-end page, and at the same time, it can obtain more traffic value by operating events and community promotions.

Here, the role of ALCH tokens is:

If you want toFor works with higher accuracy and better quality, you can consume ALCH to activate the payment mode, and AI will help you produce better results.

Consume a certain amount of ALCH tokens and put your own works on the built-in market

Others who purchase and use your product also need to pay ALCH

This is also the logic of a platform + market, that is, we first provide you with a usable product development platform, and then carry functions such as circulation and transfer of works into tokens to give the tokens more value.

However, at present, the project page and AI implementation are still relatively rough, and the project is also being upgraded to the V2 version. However, ALCH's market value has reached over 100m within a week, which shows the market's recognition of what it wants to do in the short term.

Generally speaking, the above two examples both adopt the platform + market approach. The former makes products and the latter buys and sells products.

But this does not mean that projects that combine these two elements will definitely improve. Here is only an example to help everyone better to judge and screen the value of new AI projects coming out every day.

There is no victorious general in the encryption market, and the search for Alpha is still long and difficult.