Source: Vernacular Blockchain

Which track has the most potential in this bull market?

If you ask this question at the beginning of this bull market, the answer is undoubtedly the Bitcoin ecosystem and AI track. However, as the industry has developed to this stage, Bitcoin has already exceeded the $100,000 mark, and the inscriptions and runes of the Bitcoin ecosystem have basically stalled. However, the AI ​​track continues to be popular, and even takes over the Meme track, which is as good as DeFi Summer. sign.

Of course, the current AI track is no longer the same type of project as the AI ​​track headed by WLD, TAO, etc. at the beginning of last year. What is currently popular and has a trend of continuing to be popular is the AI ​​agent derived from AI Meme. track.

So, what is an AI agent? What is the current development status of the entire industry, and what opportunities are there for ordinary people?

AI agent refers to an intelligent system that can perceive the environment and take corresponding actions. In other words, AI agent not only provides search results, but also can Plan, break down and execute tasks. It can be understood that AI agent is your robot assistant, which can help you handle a series of trivial tasks according to your needs.

The founder of OpenAI recently stated that "Agent will be the next major breakthrough" and will launch its own AI agent product in January this year. The AI ​​agent battle in Web2 is already in full swing, and the AI ​​agent competition in Web3 Tao also exploded rapidly in just a few months.

Only in early October, everyone was still immersed in the rapid rise of AI meme leader Goat. At that time, AI agents were rarely mentioned. In less than two months, the AI ​​agent track has grown rapidly. The total market value has reached 17.65 billion U.S. dollars, and the market value has increased by more than 60% in the past seven days. In the unstable state of the entire encryption market, the AI ​​agent track is another sign of enthusiasm. The speed of the AI ​​agent explosion is not unpleasant. .

Data source: cookie.fun, January 2, 2025

Currently included from cookie.fun Judging from the 827 AI agent projects, the market value of the Virtuals ecological project accounts for more than 38%, and the second-ranked Ai16z ecosystem accounts for 16.37%. These two ecosystems are in their own factions in the entire AI agent track, and they are very likely to compete with each other.

The current AI agents project includes pure Meme AI agents represented by GOAT and Fartcoin, as well as agents that support the development and deployment of AI age represented by Virtuals, Ai16z, ZEREBRO, etc.nts application projects, however, judging from the current discussion intensity and market value growth of social media platforms, AI agents with certain functionality and infrastructure are obviously more popular than pure AI Meme.

1) Virtuals ecology

The AI ​​agent track has developed to the present, and the Virtuals ecology has firmly become the leader. At present, the market value of the entire Virtuals ecosystem accounts for more than 38% of the AI ​​agent track, and the market value of Virtuals Protocol has also reached 4.88 billion, ranking 36th among all crypto assets.

Virtuals Protocol is an AI agent distribution platform that helps users easily build and issue AI agents. Currently, there are more than 500 AI agents available on the official website of the Virtuals ecosystem. For AI agents in the Virtuals ecosystem, Whether it is creating a new AI agent, selling tokens, or obtaining service income, they are all deeply bound to Virtuals. Therefore, with the Virtuals ecological AI With the continuous development of agents, the value of the entire ecosystem will be fed back into Virtuals, similar to how ETH and SOL capture the value of the entire public chain ecosystem. The economic model of Virtuals Protocol is indeed ahead of all other competing platforms.

At present, the market value and quantity of AI agents in the entire ecosystem are growing rapidly. Several leading AI agents are as follows:

AixbtAixbt is currently X The most popular AI agent. According to cookie.fun statistics, Aixbt currently accounts for more than 17% of the topic of X among all AI agents. As an AI that aggregates all encrypted hot information agent, with its popularity and influence, Aixbt can be said to have become a "quite important" KOL on X. The total market value of Aixbt is currently US$598 million, second only to Virtuals in market value in the entire ecosystem.

G.A.M.E

G.A.M.E is the AI ​​agent framework in the Virtuals ecosystem. It is developed by the Virtuals official team. All AI agents in the Virtuals ecosystem adopt the G.A.M.E modular framework. , it can be understood that G.A.M.E is the brain of all AI agents in the Virtuals ecosystem.

When the AI ​​agent in the Virtuals ecosystem is running, it needs to call G.A.M.E repeatedly. At present, the call is still in the free stage. Once charging starts, G.A.M.E.The income in the coffers will be considerable.

G.A.M.E currently has a total market value of US$354 million, second only to Aixbt in market value in the Virtuals ecosystem.

Luna

Luna is currently the most famous AI agent in the Virtuals ecosystem second only to Aixbt. But it became famous much earlier than Aixbt. Luna is an AI idol launched by the Virtuals ecosystem. It connects with fans on various social platforms through live broadcasts or text output, and can also encourage users to participate in activities through on-chain transfers. Currently, Luna's total market value is US$156 million.

VaderAI

VaderAI claims to be the first AI agent to autonomously trade AI agent tokens through pledge locks Warehouses can obtain whitelist access or participate in investments and other rights and interests. VaderAI has risen rapidly since its launch and its current market value is US$120 million.

2) Ai16z Ecology

At present, in the entire AI agent track, apart from the Virtuals ecology, Ai16z is undoubtedly the largest IP. However, unlike the Virtuals ecosystem, which has a very complete AI agents issuance mechanism and economic incentive mechanism from the beginning, Ai16z started with AI Meme, and then considered building the Token incentive mechanism into the Ai16z architecture system. It started much later.

However, the Ai16z ecological momentum has also been very strong recently. The entire ecological market value has accounted for more than 40% of the market value of Virtuals. The market value of the leading Ai16z has also exceeded 2 billion US dollars.

So, how did Ai16z build an ecological platform from an AI Meme?

We have to mention Eliza. Eliza is an AI agent framework developed by the Ai16z team, which supports the development and deployment of AI agents. For example, self-invested DAOs like Ai16z are developed based on the Eliza framework. It is similar to the G.A.M.E framework in the Virtuals ecosystem mentioned above.

Currently, in addition to Ai16z’s self-invested DAO narrative, Ai16z’s value capture also includes an ecological platform based on the Eliza framework. All AI agent tokens that use the Eliza framework will allocate 5-10% to Ai16z DAO. .

As an open source framework, Eliza currently ranks first on Github’s December trend list, and more and more developers are accelerating its adoption. This is also the reason why Ai16zOne of the reasons why ecology is becoming more and more popular.

However, the Ai16z ecosystem has just emerged, and the project market value is generally not high. Moreover, the AI ​​agent Eliza with the same name as the open source framework Eliza is quite popular, although Ai16z founder Shaw said that the team only supports Eliza as an AI agent. , is a different project team from Eliza. However, recently Shaw and other important players in the Ai16z team have announced that they will serve as consultants for Eliza, which has also allowed Eliza's market value to take off with the explosion of the Ai16z ecosystem.

3) Other application-based AI agents

Rig (ARC)

Rig is also an AI agent framework, developed based on the Rust language, and the team behind it has quite strong technical strength . Compared with other AI agent frameworks, the Rust language used by Rig has high performance, memory safety and other features. Therefore, it has been sought after by many developers after it was launched. It is currently second only to Eliza in popularity on Github.

However, the development threshold of Rust language is a bit high, which will also bring certain limitations. The current market value of ARC is US$394 million, and it is also very popular on X.

ZerePy (ZEREBRO)

ZerePy is also an AI agent framework launched by the Zerebro team. It is based on the Python language and is therefore quite friendly to both beginners and professional developers.

Zerebro itself is a very leading AI agent. It can not only create music, NFT, etc., but also issue Tokens. It even owns a record company. Through the launch of ZerePy, Zerebro has transformed into an AI agent platform. This further opens up Zerebro’s imagination. Its current market value has reached US$725 million, ranking fifth on cookie.fun's X popularity rankings.

Griffain

Griffain is an AI agent platform based on Solana. The AI ​​agent it launches is not only limited to interaction on various social platforms, but also supports the automation of various DeFi transactions. In addition, from The endorsement and support of Solana Labs and Solana’s founders have also kept Griffin’s popularity high since its launch. Griffin currently has a market value of US$445 million and is also quite popular on social media platforms.

Vvaifu

Like Virtuals, Vvaifu is also an AI agent launch platform. Users do not need complex programming skills to issue AI agents, and are friendly to novices.

Vvaifu also has a good economic model, and the protocol adopts a deflation mechanism: in VvThe AI ​​agent created by the aifu platform will destroy a certain amount of Vvaifu, ensuring that the total amount of Vvaifu will decrease year by year as the ecosystem develops, increasing scarcity. The current total market value of Vvaifu is US$136 million. However, as the first-mover AI agent launch platform in the Solana ecosystem, its current performance is not too impressive.

4) Pure AI meme

In the last wave of meme craze, AI Meme led by GOAT and ACT took the lead in breaking out, setting the AI ​​track on fire, especially ACT. The market value of the platform has increased from more than 20 million to more than 600 million US dollars, bringing more investment effects to AI Meme.

However, in just two months, the current market trend has shifted from pure AI meme to applied AI agent. Although during this period, the market value of AI memes such as Fartcoin and Turbo increased rapidly, even exceeding one billion US dollars. Market value, but overall the popularity of pure AI Meme is not as popular as it used to be.

Although the AI ​​agent track is in full swing, it has only been less than two months since the trend shifted from AI meme to applied AI agent. The AI ​​agent track has just started. The projects mentioned above, There are only some projects with first-mover advantages and large market value. The current situation of the entire track is that new concepts and new projects are emerging one after another, and the entire track pattern is far from finalized.

Judging from the current hot trend of the AI ​​agent track and the AI ​​agent trend that Web2 AI giants are seizing, the AI ​​agent track should continue to be popular for a long time to come.