Author: Zhou Zhou, Foresight News

In the past month, AI Agent has caused a stir in the encryption industry New craze.

In less than a month, the market value of the entire AI Agent track project has reached tens of billions of dollars. Among them, the market value of Virtuals has reached US$3 billion, and the market value of ai16z, Fartcoin and others has reached US$1 billion. According to incomplete statistics from Foresight News, there are at least 14 cryptocurrencies related to AI Agent with a value of more than 100 million US dollars.

Many Web3 practitioners said: AI Agent may be the biggest narrative in this cycle One, just like DeFi, NFT and the Metaverse that appeared in the last two cycles. So, when a new encryption narrative is born that is in its early stages, how can we use a good methodology to find the leading encryption project of AI Agent? The author tries to list ten methods for the benefit of readers.

1: On-chain income method

This method is more suitable for judging platform-based AI Agents, such as Clanker, vvaifu.fun, Virtuals, etc. If there are any changes in the daily on-chain income and the number of on-chain transactions, such as rapid growth for several consecutive days, it may mean that this AI Agent may have good development. On the contrary, it may mean that development has stalled.

Image source: Dune

For example, Clanker, as the AI ​​Agent star project in the Base ecosystem, can be seen from the chain data on November 26 After the number, both the number of issued tokens, traders and on-chain income began to decline, and this trend was immediately reflected in the token price.

Two: Developer Attention Method

More stars on Github may mean that more developers pay attention to and recognize this framework. This method is more suitable for judgment framework AIAgent, such as Eliza.

Search Github to see the developer attention of the framework AI Agent, that is, how many stars it has. For example, ai16z/Eliza got 5,300 in less than a month. This is a very surprising data.

Data source: GitHub

As shown in the picture above, it can be seen that the developer attention of ai16z/Eliza has surpassed uniswap in just one month. This shows how interested developers are in this framework. Another set of data can also be compared: Sui currently has 6,400 stars, Solana has 13,000 stars, Ethereum has 50,000 stars, and Base has 70,000 stars.

However, it should be noted that stars on Github can also be brushed for data, although this behavior is not common. Therefore, this indicator can be used as an auxiliary reference for decision-making.

Three: KOL fan number method

A relatively certain track for AI Agent is: KOL.

The more famous AI Agent-style KOLs currently include: Terminal of Truths (210,000 fans), aixbt (160,000 fans), Zerebro (60,000 fans) , Eliza (14,000 fans), LUNA (30,000 fans on Twitter, 500,000 fans on TIKTOK), etc.

This round One big difference in the AI ​​revolution is a change in semantics. The author predicts that AI Agent will emerge as a KOL leader, and the market value of this leader’s token is expected to exceed US$5 billion. The change in the number of fans may become one of the important measurement indicators.

Four: The influence method of leading figures

Leading figures in the AI ​​industry continue to join Crypto, and currently there is Marc Andreessen, the founder of a16z (representative projects supported: ai16z), Sam Altman (representative project supported: Worldcoin), etc. They have all brought multiple billion-dollar-plus cryptocurrencies to the cryptocurrency community. It can be expected that there will be more in the future, such as Musk and the Grok he founded.

There are also companies with lower certainty, such as Apple, Meta, tiktok and other companies, such as Claude, Copilot, Gemini. These AI manufacturers may bring Crypto Come for something different.

Special attention needs to be paid to those technology giants who are researching AI and Crypto at the same time, such as Musk, Marc Andreessen, Sam Altman, and Jen-Hsun Huang. Their leadership in the technology industry can often be transferred to the encryption industry.

Five: Method of breaking the circle of the external world

If AI Agent is really one of the biggest narratives in this cycle, additional attention needs to be paid to the influence of AI Agent on the external world . For example, Web2 developers are attracted by Web3's AI Agent framework and products. As far as the author knows, Eliza is currently attracting the attention of some AI practitioners outside the circle.

KOL products, such as Terminal of Truths and LUNA, have also attracted the attention of outsiders. They have more than 200,000 fans, and The influence is still expanding. It is necessary to understand and judge whether such a trend will further break through the circle and affect the wider outside world.

Six: The "Token Listing Effect" Method of Leading Exchanges

Practitioners who have participated in Sandbox in the early days may know that some metaverse concepts are listed on Binance Then it skyrocketed. The reason why the leading exchange is called the leading exchange is that they need to ensure that the coins they list can lead the market. If they are led by other exchanges, they will gradually lose their status as the leading exchange.

Pay more attention to the currency listing information and Launchpad information of the five exchanges Binance, Upbit, Coinbase, Bitget, and Hype. They are competing fiercely this cycle. The coin listing effect".

Especially Coinbase and Hype, Americans are indeed ahead of other regions in terms of Pan-AI Agent, and they may haveFaster information advantage.

Seven: Public Chain Method

Some public chains are naturally suitable for the birth of AI Agent projects, and naturally lower the threshold for the birth of AI Agents. Find a few good public chains and find good AI Agent projects in these public chains to get twice the result with half the effort.

For example, Base has 70,000 developer stars, surpassing Ethereum and far surpassing Solana and Sui. It can be said that it has the advantage of being a latecomer. Outstanding.

Coinbase itself also attaches great importance to AI Agent, and the layout is very early. This will give us a great first-mover advantage in future competition.

The advantage of Solana is that the meme platform is good, and AI Agent relies heavily on memes to rise. This is a very big advantage of Solana.

Eight: AI Agent Community Law

Everyone has his or her own blind spots, but the power of the team is all-round and without blind spots.

It is very important to establish your own AI Agent communication group and community, or find one or two such high-quality communities. Opportunities for AI Agents often arise in corners that no one pays attention to, and this requires the power of the community.

Nine: Track Segmentation Method

AI Agent is also divided into various tracks internally, such as KOL track, beauty anchor track, investment research blogger track, meme platform track, VC track, platform track, framework track...

AI Agent has many internal tracks, not all of which can be ignored. falsified. You need to find a track where you have a real chance of surviving until the end.

Ten: Origin Method

Who started it from the very beginning? Which AI Agent starts the narrative of the entire track, it may be the leader of this track.

In the NFT track, CryptoPunks has always been in a detached position, Ape has created a new narrative for the entire track, and Fat Penguin is combined with Web2 The best NFTsOne; in the Metaverse circuit, Sandbox and Decentraland were both on the top exchanges early and occupied the leading position in the Metaverse; Uniswap for the first time introduced the concept of automated market makers in the decentralized exchange (DEX) realize it and become a pioneer in the market... Those projects that achieve systemic innovation will often get the largest part of the track dividend.

It will be like BTC, which will always make you feel that it is expensive, but looking back, you will find that it was really cheap at that time.