Written by: 0xJeff Compiled by: Zero Difference Research Institute 0xSpread

Note: For the convenience of reading, we do not deviate from The content has been adjusted according to the original intention

Recently, the overall market sentiment in various sectors in the field of AI agents has been sluggish, but DeFAI has become a bright spot. Especially in the Abstraction Layer category, some projects have performed well in the market decline, providing new opportunities for investors. Next, we will discuss the recent main performance and potential opportunities of this sector.

1. Projects with outstanding performance

1. Orbit: Orbit performs strongly with its unique functions. Its core functions include:

USDC transfer agent: integrates USDC balances on multiple chains, displays them as a total balance and supports cross-chain transfers (will be supported in the future) more tokens).

Data Hooks: Allows users to set automated tasks and on-chain transactions. For example, "Use [x] USDC to buy $SOL on Solana every minute until the market value of $SOL reaches [x]."

Orbit integrates 117+ Lianhe 200+ protocols aim to become a "financial assistant that provides services to billions of AI agents" and use its technology to make payments and operations between agents and users smoother. Currently, the market’s valuation of $GRIFT is gradually approaching that of its major competitors.

2. HeyAnon: HeyAnon, led by @danielesesta, adopts a unique strategy. The following features have recently been launched:

Gemma: an assistant agent designed specifically for data research that can extract valuable information from on-chain and social data.

AUTOMATE: a T designed specifically for developersypeScript framework for building DeFAI applications.

HeyAnon's goal is to become a universal intelligent layer that can handle multi-step transactions, governance tasks and data analysis, while ensuring the transparency and security of on-chain transactions. Through cooperation with multiple public chains and developer incentive programs, the market value of $ANON quickly exceeded $100M. Although the growth rate has slowed down recently, it is still rising steadily.

3. Griffin:

Although Griffin is currently the project with the highest market value in Abstraction Layer ($330M), it has fallen 21% in the past week. The author analyzes that the reason is that funds flow to low-market value projects, or that their "universal abstraction layer" positioning lacks clear pertinence.

Its functions focus on the Solana platform, providing airdrop tools, token issuance, destruction mechanisms and other services.

2. Problems faced by Abstraction Layer

Although the prospects of DeFAI are widely optimistic, the current abstraction layer project still faces the following pain points:

Insufficient research capabilities: Compared with professional analysis tools, the research capabilities of this type of product are insufficient.

Token identification problem: Some platforms cannot automatically identify tokens, and users need to manually enter addresses.

Lack of high-quality DeFi integration: Some platforms do not cover mainstream protocols, or lack key data such as TVL, yield, etc.

Poor user experience: The interface is complex and not friendly enough, and novices can easily get lost.

3. Solution

Data analysis tool: It is recommended to use @DefiLlama for yield and DeFi data analysis.

Cross-chain tools: EVM ecology uses @AcrossProtocol, non-EVM ecology can use @wormhole.

4. Other projects worthy of attention: autonomous trading agents

$CATG: focusing on trading signals and analysis tools.

$LAY: Provides code-free tools for quickly building trading strategies.

$BULLY: Extends from personalized agents to trading Strategy areas.

Projects that perform well usually have the following characteristics:

Profitability: the ability to continue to generate stable income.

Verifiability: data is transparent and bound to the wallet on the chain.

User participation: allows users to share profits.

5. Summary

The rise of DeFAI has injected fresh vitality into the market, especially The core of this field is to make DeFi operations more streamlined and attract a wider user base.

Although it is currently still open. There are deficiencies in technology and user experience, but as the market further matures, DeFAI is likely to stand out in the future market. For investors, planning projects with technical strength and practical implementation capabilities in advance is to cope with future market rebounds. Key Strategies for AI Agents in 2025 Bull market, worth looking forward to!