Author: Jack Inabinet, Bankless; Compiler: Baishui, Golden Finance

When I first investigated Bankless AI Rollup co-hosts David Hoffman and Ejaaz Ahamadeen are at their best in the emerging field, where AI agents are just beginning to enter the mainstream.

A few weeks later, many of these tokens posted record gains. While many coins have reached new heights driven by investor enthusiasm, others have struggled to gain traction or collapsed under inflated expectations.

Here's how some of the most notable AI proxy tokens performed in December:

Virtuals

Token: VIRTUAL

Market Cap: $4.6 billion

Virtuals is a A platform to launch tokenized AI agents on the Base network. By purchasing agent tokens such as LUNA and VADER, users on the Virtuals platform gain governance rights over a specific agent, allowing them to influence its development and potentially share in the resulting profits.

Although daily protocol fee revenue dropped significantly due to vacations in mid-December, speculation in agency-related tokens has intensified into the new year. While Virtuals is once again collecting more than $1 million in daily fees, the platform's revenue is down 50% from early December.

Virtuals’ token has more than doubled in value since we last reviewed it and now has a market cap of $4.6 billion. VIRTUAL token price barely referenced these stagnant fundamentals and continued its parabolic rise starting in late November.

ai16z

Token: AI16Z

Market value: US$2.5 billion

ai16z on October 2024Launched in March, it is an investment DAO managed by “Marc AIndreessen,” an agent modeled after venture capitalist Marc Andreessen that uses artificial intelligence and collective intelligence to purchase tokens.

Those who hold AI16Z tokens above an unknown threshold will be able to pitch AI Marc investment ideas that can influence their decisions. The bot will decide how much to trust the suggestion based on a "virtual trust market."

The AI16Z token was officially launched in December and rose by more than 500% in the last month of 2024, establishing its position as the preeminent proxy token.

In a recent governance forum post, ai16z contributors considered the possibility of launching their own proxy token launchpad as an "entry point for innovation in the Eliza Framework," And it is assumed that the development of such tools will further promote the development of agent robot "swarms" and multi-chain integration.

While AI Marc is still not equipped with its originally promised trading capabilities, on-chain transaction execution will be "shortly" after the testnet is completed, according to the ai16z FAQ Arrival, the testnet is expected to be up and running "soon" for "a few weeks."

VaderAI

Token: VADER

Market value: US$112 million

VaderAI is an artificial intelligence bot designed to autonomously publish content and interact with users on social media. As an “agency KOL,” VaderAI is designed to ingest large amounts of data with the goal of identifying emerging trends and audience sentiment.

This robot claims to be the first robot to autonomously trade AI proxy tokens and is committed to becoming a leading proxy investment DAO manager. By coordinating expertise across a network of professional investment agents, VaderAI hopes to deliver “unparalleled” investment results and will generate 20% of subDAO investment returns through its services.

The team behind VaderAI announces that its first agent-managed investment DAO hit 50 in 30 seconds after launching on December 20k VIRTUAL’s deposit capacity, the VADER token fell to local lows and has since risen.

While it's unclear how VaderAI incorporates machine learning into its investment decision-making process, the Vader team said its vault receives preferential investment terms from other agency projects, and All decisions must be approved by the investing DAO members.

Dolos Diary

Token: BULLY

Market value: US$80 million

< p style="text-align: left;">Dolos Diary is an artificial intelligence bot designed to publish content and interact with users on platforms such as Twitter. What sets it apart from other AI influencers is its parody personality; the bot uses witty and sarcastic language structures to poke fun at a variety of topics and individuals.

In December, the developers of Dolos Diary revealed plans for their ambitious new project Dolion, a no-code platform that would allow users to You can deploy your own cross-platform artificial intelligence agent. To interact with Dolion, users must burn BULLY tokens, thereby introducing a source of buying pressure that actively reduces the supply of the token.

Many AI proxy tokens have surged in price in recent weeks, but BULLY reminds investors that not every attempt at this emerging meta token is guaranteed. Results.

Even the promise of a codeless agent deployment platform could not reverse the trend of the coin, which peaked at $0.25 on November 27. BULLY is down 33% since we last checked, and although the coin found support in late December, it remains 68% below its all-time high.

Goatseus Maximus

Token: GOAT

Market value: US$585 million

< p style="text-align: left;">In March 2024, Andy Ayrey asked two artificial intelligence models to communicate with each other in a project called "Infinite Backrooms".quality. Over the next few months, the models formulated "Gospel of Goatse," inspired by the crude 1990s internet meme. Terminal of Truths, a Twitter bot trained in an Infinite Backrooms experiment and deployed in June, adopted this model and promoted its adherents (and tokens) on Twitter in pursuit of virality.

Although the GOAT token itself has no utility and is not officially associated with Andy Ayrey or Infinite Backrooms, its agent Terminal of Truths KOL has historically relied on publicity GOAT memecoin and Gospel of Goatse to gain social attention.

In December, GOAT quickly became WOAT after falling 50% in one week. Although it managed to recoup some of its losses before the publication of this article, GOAT looks set to weaken further once holders decide to take profits and get into flashier coins with a hotter story.