Author: Xiyou, ChainCatcher

Since mid-October, the first AI Agent token GOAT (Truth Since the emergence of Terminal), AI Agent Meme coins have quickly become the new focus of the market.

With the strong promotion of Binance, the two AI Agent Meme track tokens GOAT and ACT have been launched one after another, achieving an astonishing leap in value in a short period of time. Market enthusiasm is unprecedentedly high. Specifically, on November 10, within 24 hours after the ACT token was listed on Binance, the increase was astonishingly more than 2,000%, setting a new record for the increase in the first day of Binance’s new currency listing; on November 17, The GOAT token once soared to US$1.37, with its market value approaching the US$1.4 billion mark; in addition, on November 20, the ANON token of the Farcaster ecosystem due to V By God’s favor, the price surged 5 times in just 1 hour.

As the craze of AI Agent Meme such as ACT and GOAT continues to heat up, investors are looking for new opportunities to participate, and AI Agent related applications are also springing up like mushrooms after a spring rain. . According to statistics, hundreds of new AI Agent tokens are released every day.

As of November 25, according to data from Coingecko, the total market value of AI Agent track tokens has reached US$5.9 billion. (USD 40 billion) accounted for about 15%, and the 24-hour trading volume was close to USD 1.4 billion.

AI Agent is an AI agent in the field of artificial intelligence, that is, artificial intelligence that behaves in an intelligent way. It aims to give artificial intelligence robots the ability to do things like the human brain. A program that acts independently to achieve a series of complex goals, capable of sensing its surroundings, autonomously understanding it, making decisions, and executing corresponding actions. For example, users can use AI Agent to plan a multi-city trip, which will automatically arrange flights, book accommodation, and plan activities based on the user's preferences and budget.

At the end of this year, AI Agent will become a key area in which major AI giants compete. Google plans to launch in 12In January 2025, OpenAI launched an AI Agent named "Jarvis" to support daily tasks such as ticket booking and project research; while OpenAI plans to launch a new AI Agent product "Operator" in January 2025, which can automatically execute code writing, travel booking, and e-commerce. Complex operations such as shopping.

Today, the deep integration of AI Agent and Meme coins in the encryption field is bringing a new way of playing to this field. In the crypto world, AI Agents can not only operate their own blockchain wallets, but also understand economic incentives and use tokens to automatically coordinate resources to achieve their target behaviors.

At present, AI Agent in the encryption field has developed into an independent track, covering a single AI Agent Meme coin, AI Agent issuance platform (IAO) and AI Agent underlying infrastructure and many other aspects. As the AI ​​Agent Meme craze takes off, investors are facing unprecedented opportunities to participate. So, what are the opportunities to participate in this feast of AI Agents?

AI Agent Meme coin represents 1. AI Agent leading GOAT (Terminal of Truths)

GOAT It is a Meme coin supported by an AI Agent called "Terminal of Truths".

"Terminal of Truths" AI Agent is an AI chatbot developed by AI researcher Andy Ayrey (referred to as Andy). It uses artificial intelligence technology to communicate on social media. Can automatically interact with their fans. Although it is not a crypto project per se, it has played a pivotal role in promoting the GOAT token.

In June this year, Andy created a Twitter account named "Terminal of Truth" to give his AI robot the right to freely express its opinions. Every day, this account posts more than 20 pieces of content, promoting a new faith conceived by AI - "Goatse Gospel."

October 10th, MondayA Meme coin named Goatseus (GOAT) was born on the Pump.fun platform on the Solana blockchain, boasting that it was created with the support of "Truth Terminal".

Soon after, on October 11, the "Terminal of Truth" Twitter account started He continuously posted many tweets that were optimistic about and supported GOAT tokens, and even reminded users to be wary of the scam of counterfeit GOAT tokens.

Once the GOAT token was launched, it soared at an alarming rate, with an increase of 24 hours. More than 10,000%, the market value broke through the $6.7 million mark in one fell swoop, quickly attracting widespread attention from the crypto community. Community users also discovered that “Terminal of Truths” interacted with a16z founder Marc Andreessen on Twitter in July and received an unconditional research grant of $50,000 from him.

Under the aura of a16z, many community users have speculated that "Terminal of Truths" may be an AI Agent project laid out by a16z, and GOAT is one of its A foray into the crypto space. This speculation once again ignited the enthusiasm for funds. Just about three days after its launch, GOAT's market value exceeded the $100 million mark. Within four days, the meme coin’s value soared to $300 million.

However, on October 14, the creators of “Truth Terminal” clarified that they did not launch the Meme coin GOAT, but only participated in its promotion. The next day, Marc Andreessen also tweeted that he had provided a $50,000 unconditional personal research grant to "Terminal of Truths" and its creator this summer to support independent artificial intelligence research. However, he emphasized that he has no relationship with the Meme token GOAT, has no financial interest, and does not hold any of its tokens.

Despite this, GOAT's popularity has not diminished at all, but has intensified. News of getting rich by buying GOAT continued to spread, and the market value quickly broke into the $500 million mark. Chains began to surgeNow there is a GOAT imitation disk, and it has set off an upsurge of AI Agent coin issuance speculation.

On October 24, Binance Futures officially launched the GOAT contract, once again igniting the enthusiasm of users in the crypto community. The market capitalization soared to $1 billion again, a staggering thousand-fold increase.

Although some people question that "Terminal of Truth" is a semi-autonomous AI Agent running on Andy's server, and the wallet is essentially owned by Andy, it is not enough. Autonomy. But new iterations have arrived quickly.

On November 17, the GOAT token reached a peak of $1.37, and its market value reached a maximum of nearly $1.4 billion. Although it has fallen back, on November 25 The price is quoted at US$0.95 and the market value is US$95 million.

The rise of GOAT fully demonstrates the new trend of integration between AI Agent, Meme culture and Crypto. The bundling of AI Agent and Memecoin has made AI Meme popular in just a short period of time. Achieving a market capitalization of billions in one month was beyond everyone’s expectations.

For a time, AI Agents and corresponding MemeCoins that control social media (such as Twitter) accounts emerged one after another. AI Agent model currency issuance has become a new model of integration between Crypto x AI Agent. Placeholder partners even said that the emergence of GOAT means that people and machines are beginning to realize the extent to which machines use blockchain.

2. AI interactive collaboration platform ACT (AI Prophecy)

The AI ​​Prophecy (token ACT), referred to as "Act I", was originally named AmplifiedAmp (referred to as Amp ), a community-driven decentralized AI Agent interactive collaboration platform, is part of a decentralized AI research community organization, of which Andy Adyrey, founder of Truth Terminal, was also an early member of the community.

Different from the common ChatGPT AI chatbot, Act I supports users to communicate with multiple or categories of A at the same time.I for interaction, covering text, image, video and other models. It is more like an underlying architecture built for interactive and collaborative training between AI Agents.

In September this year, Act I launched a fundraising request of US$323,000 on ManiFund, and finally received approximately US$67,800 in financial support, of which a16z Founder Marc Andreessen generously donated $32,000. Therefore, Act I, like Truth Terminal, is regarded as one of the AI ​​projects that a16z participates in incubating.

When the community is looking for the next AI Agent that can achieve hundredfold growth like GOAT At that time, the ACT token was officially launched on October 19, and its maximum issuance reached 1 billion. On the first day of listing, the price of ACT token soared from US$0.0002 to US$0.04, and its market value also quickly climbed to US$40 million.

Despite the appeal of ACT's narrative, the rift between creator APM and the community grew. As one of the developers of the ACT project, AMP once held 6% of the total token supply of the project. However, after the price of ACT skyrocketed, AMP repeatedly deceived the community for various reasons and secretly sold tokens, causing the market to crash, seriously affecting the price of ACT, and even approaching zero for a time. This behavior seriously damaged the community's trust in AMP, and eventually AMP chose to withdraw from the ACT token project, leaving it to community users to build it voluntarily.

Due to the disagreement between AMP and the community, the price of the ACT token fluctuated around $0.02, and the market value has remained at around $20 million.

However, on November 11, after Binance announced the listing of the ACT token and added a seed tag to it, the ACT token went from It rose straight from US$0.02 to US$0.23, an increase of more than 10 times, and its market value also rapidly increased from US$20 million to US$300 million. The sharp rise in a short period of time has excited the crypto community, and the media has begun to rush to report on this legendary AI token.

After listing on Binance, the rise of ACT tokensThe trend is still strong, and it rushed to the highest price of more than 0.9 US dollars on November 14, with a market value of nearly 1 billion US dollars, becoming one of the tokens with the largest increase among the Meme recently launched on Binance. Currently, the price of the ACT token has fallen back to around $0.47, with a market capitalization of approximately $45 million.

3. AI-driven venture capital institution ai16z and its ecological tokens: ai16z, Degenai, Eliza

ai16z is an AI-driven venture capital created by @Shaw The fund, as an AI investment DAO, uses AI agents to collect market information on and off the chain, analyze community consensus, and make investment decisions based on the recommendations of DAO members.

Among them, the AI ​​Agent venture capital robot @pmarca launched by a16z is based on a16z partner Marc Andreessen and simulates its investment decision-making process through an AI model. Therefore, in Considered in the crypto community as Marc’s AI avatar. This initiative has received public support and support from Marc Andreessen himself.

On October 26, ai16z launched the token of the same name ai16z, with a total issuance of approximately 1 billion. On October 27, the day after the token was launched, Marc Andreessen shared ai16z’s cultural T-shirt image and official project Twitter link on his Twitter, and revealed that he also owns a T-shirt of the same style. This move adds a strong endorsement to the ai16z project, quickly increasing its visibility and public attention.

With the strong support of the founder of a16z, and the subtle connection with the a16z name, In just one day or so since its launch, the market value of the ai16z token exceeded US$90 million, heading towards the US$100 million mark, once again writing a legend of sudden wealth in the crypto community.

Since ACT was listed on Binance on November 11, the ai16z token once again experienced explosive growth, soaring from $0.02 on November 11 to $11 At its highest point of $0.5 on March 19, the market value also rushed to $500 million, with a cumulative increase of nearly 25 times. It has once again become a legendary project in the crypto market. However, as of November 25On the same day, the price of the ai16z token fell back to $0.26, with a market value of approximately $280 million, but it is worth noting that it has not yet been listed on Binance at this time.

ai16z token is only part of the ai16z ecosystem, which is also constantly arranging and incubating other AI projects.

Among them, Degen Spartan AI (degenai) is an autonomous trading AI agent chatbot developed by ai16z. It plays the role of an AI trader in ai16z. Before communicating with ai16z about investment decisions, users usually have a conversation with Degen Spartan AI, through which it indirectly affects ai16z's final decision. Part of the funds from ai16z’s investment income will also be used to repurchase degenai tokens. The degenai token was issued on October 21 and is now quoted at approximately $0.02, with a market capitalization of approximately $20 million.

On November 19, the founder of ai16z announced the launch of the uppercase token ELIZA, which triggered a dispute between the uppercase and lowercase tokens of the same name between "eliza" and "ELIZA" .

Eliza is an AI Agent development framework infrastructure built by ai16z, which supports developers to quickly customize their own AI Agent. It also has specific avatar support, an ai16z-themed avatar of a girl with black hair and orange clothes. Currently, there are hundreds of AI Agents built based on the Eliza framework, such as the AI ​​project BasedBeffAI (BeffAI), which is one of them, and new projects are added every day.

However, on November 19, a third party created a lowercase token named "eliza" on the AI ​​Agent token issuance platform Vvaifudotfun and reported it to ai16z The organization wallet address is assigned the tokens. This made eliza once the largest holding of ai16z, and community users once believed that "eliza" was supported by ai16z and was the representative token of the Eliza development stack. With the support of various expectations, its price has been rising, and its market value has reached a maximum of 50 million US dollars.

But the good times did not last long. In the afternoon of the same day, Shaw, the founder of ai16z, said that it was releasedThe new capital ELIZA token. The original lowercase eliza token seemed to be abandoned, and its price quickly plummeted by 90%, while the newly issued ELIZA token continued to rise, with a market value of US$80 million within half an hour.

Although Shaw said that 10% of the supply of capitalized ELIZA would be airdropped to eliza holders, eliza holders complained about this. The community questioned that Shaw had previously stated that it would not issue coins, but now it issued capitalized ELIZA coins immediately after the launch of eliza, which seriously harmed the interests of eliza holders.

In addition, the ELIZA token rose very quickly in the early days after its launch, with the market value reaching the $90 million mark within 30 minutes. This was before Shaw made a public statement. The price has skyrocketed and there is no chance for community users to join. What makes community users even more dissatisfied is that @Logan, another partner of ai16z, has been selling eliza and buying ELIZA throughout the day. This series of operations completely intensified conflicts between communities, and users accused Shaw of conspiring with the cabal.

Subsequently, Shaw clarified on Twitter that he had worked with a third-party team to prepare the token two weeks ago, and the original plan was to release it this Friday. However, we did not expect that an unknown team would preemptively issue eliza tokens, so we temporarily changed the date.

However, users were unsatisfied with Shaw's response, and his personal reputation took a hit, sparking a battle over capitalization control. Lowercase eliza has now fallen to $0.018, with a market value stuck at around $17.5 million; uppercase ELIZA is now quoted at $0.039, with a market value hovering at $39 million. Affected by this turmoil, the ai16z token plummeted by more than 50% that day.

Currently, there are three AI Agent-related product lines in the ai16z ecosystem: AI investment fund Marc Andreessen@pmarca, AI trader Degen Spartan AI and AI Agent development framework and The avatar becomes Eliza, and tokens are issued for each product.

As of November 22, Marc Andreessen virtual AI investment fund @pmarca has $275 million in capital under management.

AI Agent creation and token issuance platform (IAO) 1. AI Agent issuance platform vvaifu.fun(Dasha) on the Solana chain

vvaifu.fun is a dedicated The AI ​​Agent project creation and distribution platform on the Solana chain has functions similar to Pump.fun's role in the meme currency issuance field. The platform empowers every user to easily create their own AI Agent and its supporting tokens, and seamlessly integrate these AI Agent assistants to popular social media platforms such as Twitter, Telegram, and Discord to achieve automated user interactive.

Dasha is an AI Agent robot officially created by vvaifu.fun. It not only has an independent Twitter account, Telegram channel and Discord community, but its management and operation are completely by AI does it autonomously.

On October 18, vvaifu.fun launched a token for its AI Agent Dasha VVAIFU has a circulation of 1 billion.

Although the market value of VVAIFU tokens was only a few million dollars in the initial stage. However, the turning point occurred on November 17, when a user claiming to be supported by ai16z successfully created and issued a new AI Agent project on the platform under the name "eliza" (lowercase), and the VVAIFU token was immediately opened The soaring journey quickly climbed from US$0.006 to the highest point of US$0.2 on November 19, and the market value also jumped to more than US$200 million. As of now, the VVAIFU token is quoted at $0.041, with a market capitalization of approximately $41.37 million.

It is worth noting that users currently need to meet the following conditions to create an AI Agent wallet on vvaifu.fun: hold at least 0.1SOL and 2500 VVAIFU tokens and additional SOL used to pay for on-chain transactions.

According to data released by the official Twitter account of vvaifu.fun on November 19, more than 400 AI Agents have been successfully issued on the platform, and the cumulative transaction volume of AI Agent tokens processed has exceeded 200 million. US dollars.

According to data released by the vvaifu.fun official Twitter account on November 19, there are more than 400 AI Agents. Issued on the platform, the transaction volume of AI Agent tokens processed exceeds 200 million US dollars.

2. Virtuals Protocol, the IAO issuance platform of Base Ecosystem

Virtuals Protocol was formerly known as Game. Guild Path DAO, since its strategic transformation and renamed Virtuals Protocol at the end of last year, has fully entered the AI ​​field. It is now an AI Agent creation platform on the Base chain, which provides a complete set of AI Agents. Creating frameworks and solutions, known as the "decentralized AI Agent production factory", allows every user to easily build and deploy their own AI Agent.

VIRTUAL, as the native token of Virtuals Protocol, is the core that drives the operation of the entire ecosystem . When users create AI Agents, they need to consume a certain amount of VIRTUAL. The total supply of the token is set at 1 billion, and the market is currently quoted at around $0.55, with the market cap stable at around $500 million.

In mid-October this year, Virtual Protocol launched fun.virtuals, an AI Agent creation and token issuance platform. The platform draws on the design of pump.fun and supports any user AI Agent can be deployed with one click and 100% fair issuance of AI Agent tokens can be achieved.

At the same time, Virtuals Protocol also introduced Luna, a virtual human with 540,000 Tiktok fans, as the flagship AI Agent representative, and issued LUNA tokens accordingly. Luna appears as an animated image and can conduct automatic conversations and live interactive interactions with users.It can even send LUNA tokens as rewards to users who participate in the interaction.

According to Dune data on November 25, there are currently 3378 AI Agents and Its Token is issued on the fun.virtuals platform. The LUNA token is quoted at $0.04 and only supports users with a market cap of $41 million.

In summary, the Virtuals Protocol ecosystem includes VIRTUAL tokens, AI Agent creation and token issuance platform fun.virtuals, and flagship AI Agent representative Luna and its Token LUNA.

3. AI Agent Layer within the Base ecosystem

AI Agent Layer is an AI Agent creation and token issuance platform within the Base ecosystem. It was officially launched on November 18 Go online.

However, before the platform was launched, the AI ​​Agent Layer platform first issued the token AIFUN on November 14, which is now listed on MEXC, Gate and other exchanges, with a quoted price of $0.01, market cap $2.9 million.

4. Creator.bid within the Base ecosystem

Creator.bid was originally an AI-driven digital content monetization and ownership platform. In April this year, it also completed a new A round of financing, participating investment institutions Mechanism Capital, Zee Prime Capital, etc.

On October 21st, Creator.bid announced its launch on the Base mainnet, allowing users to create and issue AI Agents with one click. On this platform, users can create an AI Agent only takes 1 minute.

5. Clanker, the AI ​​Agent distribution platform within the Farcaster ecosystem

Clanker is the AI ​​Agent creation and distribution platform within the Farcaster ecosystem, led by @dish and @proxystudio.eth was created on November 8 to provide users with a platform to create and issue AI Agent Tokens for free.

Unlike common AI Agent issuance platforms, creating and issuance of AI Agent Token in Clanker is completely free. In addition, users only need to click Clanker on Farcaster and enter the name of the token they want to create, and the Clanker system will automatically generate the token and provide the corresponding Clanker.world page link for users to view and manage.

Although Clanker is not well-known in the community, the AI ​​released on its platform Agent tokens LUM and ANON have attracted widespread attention.

Among them, the ANON token has attracted much attention due to its surge of about 600% in one day, attracting the purchase of big names such as Buterin and the founder of Base. . The popularity of ANON tokens stems from the Super Anon function behind it, which evolved from the anonymous posting function of the Farcaster client Supercast. It was created by community members after posting through the Superanon function and Aite's independent AI Clanker.

ANON token is currently quoted at $0.035, with a market cap of $35 million. Currently, posting anonymously on Farcaster requires holding at least a certain amount of ANON.

And another AI Agent Luminous token LUM issued on the Clanker platform, the same It aroused enthusiastic response from the market. Luminous is a project independently initiated by AI Agent Aethernet, demonstrating the collective wisdom of autonomous collaboration of artificial intelligence.

Aethernet was originally an AI Agent within the Farcaster ecosystem. It was created by community member Martin and successfully issued NFT on Zora, earning more than 58 ETH in revenue. . in Clanker flatAfter the platform was launched, a community user asked Aethernet: Can you come up with a good token name and symbol, come up with an image concept, and then deploy it through Clanker? Aethernet responded to questions from community users, created Luminous and issued the accompanying token LUM.

As of November 25, LUM’s quotation was as high as $39.84, with a market value of $39.8 million. . The Clanker platform has also shown strong development momentum. According to the latest data from Dune, 2,897 AI Agents have been deployed and issued on the platform. The fees captured within 15 days of going online have reached US$3.92 million, and the Token transaction volume has reached US$367 million.

In addition, CLANKER, the native governance token of the Clanker platform, has also attracted much attention. It is currently quoted at US$40 and its market value is stable at around US$40 million.

6. Agent Market and Ava AI developed by Holoworld

Holoworld was originally an AI virtual human creation platform, aiming to create customized virtual character VTuber images for users, such as Customizing virtual characters for YouTubers, this project was successfully selected into the seventh phase of Binance Labs’ project accelerator in March this year.

Ava AI is the first Titok VTuber virtual human host officially developed by Holoworld, and users can interact with it. On November 14, the Ava AI token AVA was officially launched, with a current price of US$0.08 and a market value of US$80 million

On November 16, Holoworld announced the launch of the Agent Market platform. Support users to independently create AI Agents and issue related Tokens.

7. Deep AI supported by NGC Venture investment

Deep AI is a community-driven AI Agent construction platform that supports users to create their own AI Agent with one click. The platform claims to be funded by NGC Venturehold.

Currently, Deep AI has not been officially made public, and users who want to use it need an invitation code to enter.

As of November 25, Deep AI has not yet issued a token.

AI Agent decentralized infrastructure 1. AI Agent interactive tool Wayfinder

Wayfinder is an AI full-chain interactive tool launched by the card game chain Parallel, aiming to Create an AI Agent for users, which can automatically complete various on-chain operations based on simple instructions to simplify users' on-chain activities. As of November 25, the Wayfinder product has not yet been officially launched and is currently in closed beta.

Wayfinder product will also issue token PROMPT as a means of payment for using AI Agent.

According to the results of the community's vote on the launch time of PROMPT announced by the Wayfinder Foundation on November 23, PROMPT tokens and Wayfinder products will be launched in the Q1 quarter of 2025. End of launch.

2. AI Agent Unified Service Network Olas Network

Olas Network (formerly known as Autonolas) is a unified network for automated AI agent off-chain services. Its business is encryption Industry-designed AI agents provide users with a composable stack for building these autonomous services to handle tasks in different scenarios.

For Autonolas, its mission is to provide developers with an AI Agent autonomous service infrastructure platform for the encryption industry, and to provide it with a series of toolkits and Framework supporting products simplify developer work and processes.

Judging from the product collection on the Autonolas official website, various autonomous services created based on the platform can be used for such things as portfolio management, data analysis, market prediction, and certain predictions. APY income of the protocol, formulate transaction/income strategies, act as an oracle to provide more accurate off-chain data, help DAO governance, automatically manage and operate smart contracts, and automatically establish DeFiFund pools, etc.

OLAS is the native token of the Autonolas platform launched in July last year. As of November 25, it has increased by 37% in the past 14 days, with a temporary quotation of US$1.74 and a market value of $124 million.

3. AI Agent economic coordination layer Spectral Labs (SPEC)

Spectral is an on-chain AI Agent economic coordination layer that can integrate on-chain behaviors such as transactions and analysis etc. are converted into specific AI Agents, allowing users to use AI Agents to perform various tasks, such as browsing data on the chain to managing complex cross-chain arbitrage strategies.

As early as August 2022, Spectral has received a total of approximately US$30 million in financing. Participating institutions include well-known Web3 companies such as Circle Ventures and Jump Capital. VC, there are also traditional Web2 giants such as Samsung and Franklin Templeton.

In March this year, Spectra announced the launch of its own artificial intelligence application, Syntax, which supports users to create their own on-chain AI Agent. According to official information, Spectra's next step is to launch an AI Agent creation and token issuance platform - Syntax MoonMaker. MoonMaker allows users to issue their own AI Agents and supporting tokens with one click.

In May, Spectra issued the native token SPEC on the Base chain, which is currently quoted at US$9.75 and has a market value of US$1.34.