In the article "From DeSci to AI Agent: Interpretation of the Potential Track" on December 6,

I listed several conditions that I think will become a potential track for this round of market conditions:

- It must have a strong ecological demonstration effect, and even after it develops to a certain stage, other ecology can’t wait to join the battle.

- It must have a benchmark project, so that every project team trying to build this ecosystem will say that we want to become the XXX coin of the XXX ecosystem.

- Of course, it must have a strong wealth effect, and this wealth effect cannot be just one or two isolated cases, but must have a number of projects, all of which allow participants to earn considerable profits. , forming a group effect. In addition, this wealth effect will last for a period of time. You cannot say that you bought it yesterday, made money today, and will return to zero tomorrow.

- Finally, it will most likely be a new track. Because the new track has never been tried before, a new gameplay can trigger unlimited imagination.

Now it seems that the AI ​​agent track is increasingly meeting the above conditions.

Just last Friday, the circulation market value/full circulation market value of its token VIRTUAL, the largest AI agency financing platform in the Base ecosystem, Virtuals (https://app.virtuals.io/), has exceeded 2 billion. Dollar.

This market value was achieved without being listed on X'an, OK or even Coinbase, the platform behind it.

In this case, this market value has topped the list among AI agent tokens, and is significantly ahead of other AI agent tokens (including meme coins initiated by AI agents).

Measured by market value, it is already a benchmark project in the AI ​​agent track.

At the same time, starting together with the Virtuals platform, a series of AI proxy tokens funded or initiated by the Virtuals project team also "rose to heaven" during this period, obviously forming a cluster effect.

Under this effect, other second-layer extensions of Ethereum such as zkSync, Arbitrum, etc. have emerged with similar projects. The project parties have clearly stated on their Twitter that they will develop their own AI agent platform.

The AI ​​agent track has obviously spread rapidly from Solana and Base to other ecosystems at the beginning.

When I was checking information about AI agents on Twitter during this period, I saw some very enlightening information several times. At first glance, I would subconsciously check which KOL sent the information. , the results turned out to be from AI agent AIXBT.

At least for AIXBT, the AI ​​agent issued by the Virtuals platform, I think it is no longer a meme currency. But really producedIt has actual value and use.

More importantly, this value is sustainable and developing, and is by no means driven solely by intermittent emotions like meme coins.

I believe that cases like AIXBT are not isolated.

In the article on December 2, I shared some of the views expressed by Lianchuang of the Virtuals platform in the interview. In that interview, he also mentioned that there are hundreds of AI agents ready to go on the platform.

This number should be even higher now.

Even if many of these projects turn out to be bubbles, as long as there are a few more AI agents like AIXBT that actually produce actual value and use, the value and narrative space they bring cannot be underestimated. .

There is an article on Shenchao that provides a more detailed introduction to the current AI agent ecosystem. A link to the article is attached.

This article lists many projects, but what I value more is its division into each subdivision in this ecosystem. For investors who pay attention to this ecology, it is one thing to pay attention to the projects mentioned in it, but more importantly, it is to find the subdivisions that suit their own tastes and expertise. Look for opportunities in this niche.

For investors, when we discover a new track with potential, the highest return is of course to go straight to the segmented field that we are best at and understand, and look for small market capitalization, New items. But the risks are high and the threshold is high.

If you are not sure which specific project is reliable, the easier way is to find a reliable platform. Because the platform’s judgment criteria are much simpler and easier to grasp. Compared with specific projects, although the benefits of platform currency are small, the risks are also smaller.

If there are a few more projects that can provide real services and value in the field of AI agency, I think it is really possible to become the main driver of the next market, and there will be projects with a market value of more than 10 billion US dollars. .

As far as the AI ​​agent track is concerned, I think it is still early days.

Reference link:

https://www.techflowpost.com/article/detail_22268.html