Jessy, Golden Finance

Funds are once again flowing to the AI ​​Agent track.

In the past 24 hours, AI Agent has become the track with the fastest and highest rebound among altcoins. According to CoinGecko data, in the past 24 hours, the overall AI Agent track has increased by more than 15%, while the total crypto market value has only increased by 0.3%.

Recently, in addition to the AI ​​Agent track that has attracted much attention, DeFAI, a subdivision of the track, has also been favored by capital. DeFAI is a brand new field that combines AI Agent and DeFi that emerged after the AI ​​Agent track exploded. DeFAI stands for AI Agent+DeFi. Applying AI Agent to the DeFi field is using the intelligence and efficiency that AI can provide to transform the DeFi industry into a more user-friendly, intelligent and efficient financial ecosystem. Specifically, the track’s projects aim to achieve more intelligent automated trading, asset management and risk control. Through the combination of AI algorithms and smart contracts, the DeFi platform can provide financial services more efficiently and accurately, bringing users more personalized investment decisions and risk management solutions.

The development of the industry is full of bubbles, as well as tracks and projects that are constantly being falsified. DeFi is one of the few proven tracks in this industry. It can even be said that DeFi is one of the cores of this industry besides Bitcoin. All other innovations and projects in the industry are designed to serve DeFi. AI Agent seems to be naturally compatible with DeFi. From this perspective, the DeFAI track is a blue ocean.

This bull market cycle is undoubtedly the year of DeFi's revival, and the on-chain ecology is prosperous. Data at the end of 2024 shows that DEX The daily trading volume has reached 20% of that of centralized exchanges. When people in the industry generally complain that it is difficult to make money on the second level, the chain is full of tenfold and hundredfold opportunities.

For investors who want to gain higher income opportunities, it may be a good choice to embrace the chain. For most people, they will be dissuaded by the complexity of on-chain transactions. Wallet, cross-chain, LP, these most basic on-chain operations have high entry barriers, not to mention how to screen.Find the real password of wealth from a variety of on-chain information.

For the above DeFi, AI Agent is to help users use DeFi more easily and conveniently, and make money more accurately. In order to achieve this goal, AI Agent probably needs to work in two directions. On the one hand, it can serve as a DeFi interface to help users connect to various DeFi on-chain functions, and it can also automatically execute transactions. The other In terms of aspects, it plays a role in collecting and processing various transaction information on the chain.

Currently, there are three main categories of DeFAI-related projects. One is assistant projects to help users simplify operations, and the other is to assist transaction decisions and collect information for users. Information aggregation projects for various transaction information, and another category for the platform used to build the DeFAI project at that time.

What should the ideal DeFAI project look like? According to the concept, an ideal DeFAI product should be a combination of multiple AI Agents. Different AI Agents are responsible for one part of the "on-chain transaction", such as one focusing on executing trading strategies, one focusing on market analysis, etc. Etc., multiple AI Agents are combined together to build a powerful DeFAI project that can meet the needs of users in all aspects of on-chain transactions.

However, the track is still in the typical track verification stage, and basically all projects are still in the theoretical stage, or in the stage of hype concepts. There is still a long way to go before we can achieve our ideal goals.

According to CoinGecko data, the current overall market value of the track is about US$3.3 billion, rising by more than 11% in 24 hours. The current top ten projects by market value are aixbt, GRIFFAIN, Hey Anon, PAAL AI, ChainGPT, Hive AI, ORBIT, Mode, Spectral, and Derive.

Aixbt

It was originally an AI Agent Meme project, and is currently also divided into the DeFAI track. It is created through Virtuals Protocol. This project aims to analyze the hot spots and trends in the crypto market through artificial intelligence.trends, providing users with accurate market trend predictions and sentiment analysis, helping users quickly seize market changes and potential investment opportunities.

It integrates real-time data from more than 400 KOLs and social media, and conducts in-depth mining and analysis of these data through its own proprietary engine to refine Produce valuable market information and trend predictions for investors to use.

Currently the product can provide insights into project fundamentals such as daily active users, revenue, upcoming project updates, etc. And it can interact with users on X, ask it questions, and it will reply, but there is no guarantee that it will be replied. And if the user asks questions through the Aixbt terminal, the reply is guaranteed (but the wallet needs to hold at least 600,000 AIXBT).

Griffain

Currently, the project ranks second in market value in the DeFAI track. It is a search engine based on the Solana chain and was selected into the third phase of Binance Alpha project.

The project is currently accessible by invitation only, requiring an early pass or Genesis token. The project launched 1,000 early user shares in November 2024, purchased with 1Sol, and has already been sold out.

Users with permissions can create personal AI Agents in Griffin. The AI ​​Agents are divided into two types: personal agents and special agents, and support modification instructions and chains. operate on. The agent network allows users to manage tasks and access Griffin's agent network, while providing built-in wallet functionality to simplify transaction operations.

It is worth mentioning that the Blinks ecosystem on Solana is an innovative gadget launched by Solana, which allows users to connect on different social platforms. By sharing blockchain links such as Twitter and Telegram, users can complete blockchain transactions directly on social media platforms.

In the Blinks ecosystem, Griffin, as an artificial intelligence agent engine, can provide intelligent support for various applications and operations in the Blinks ecosystem. For example, in Blinks’ on-chain operations, Griffin can help users understand and execute complex operation instructions more conveniently through natural language processing and other technologies, achieving moreIntelligent user experience.

Blinks provides Griffin with a wider range of application scenarios and user base. Through the social sharing and convenient operation features of Blinks, Griffin's applications can more easily reach ordinary users, thereby expanding its application scope in different fields, such as achieving more intelligent interactions and experiences in social interaction, gaming and entertainment, etc. . It is precisely because it is embedded in the Blinks ecosystem that Griffin has real application scenarios, which is different from some hyped AI Agent projects.

However, it should be noted that because the design of the project can only be experienced by invitation, Golden Finance reporters cannot truly experience the product, and only 1,000 people were initially opened. users to experience it, and the intelligent joining mode through invitation may also indicate that the current product design is still very rudimentary and cannot bear the influx of a large number of users.

Hey Anon

is a DeFi protocol powered by artificial intelligence that simplifies interactions , aggregates real-time project data and performs complex operations through natural language processing, it received a $21 million investment from DWF Labs.

Specifically, it integrates natural language processing functions and can understand and process users' natural language prompts, allowing users to perform complex tasks through simple text input. DeFi operations, such as trading, lending, liquidity provision, etc. On the other hand, it combines conversational artificial intelligence and real-time data aggregation technology to obtain near-real-time market data, project updates, trend analysis and other information from multiple information streams, helping users understand market dynamics at any time.

Technically, it launched AUTOMATE, a TypeScript framework for DeFi protocol integration, which can be used as a blockchain abstraction layer for the integration of DeFi and AI. The framework uses pattern-based deterministic logic to prevent "hallucination" errors in on-chain transactions. It supports multiple chains such as Arbitrum, Base, and Avalanche, and plans to support Solana in the future.

Hive AI

This is the championship project of Solana AI Hackathon, and the token is BUZZ , Hive AI uses AI technology to provide automaticThe natural language interface enables users to conduct DeFi transactions and management more intuitively and lowers the technical threshold. It can be understood as a DeFi agent aggregation and toolkit, which can specifically handle complex DeFi operations such as transactions, pledges, and loans. Users only need to tell it what they want to do through chat instructions, and it will automatically complete it. It can also be combined into customized strategies based on different needs. For example, after setting conditions, price fluctuations can trigger automatic execution of operations. It is reported that the platform also supports developers to add new functions.

However, it is still in the hype stage, and it is actually just an AI meme project.

ORBIT

It is installed on the Solana chain and can use natural language to guide AI to complete DeFi operations. , such as handling on-chain automation, liquidity management, revenue mining, cross-chain bridging, lending and other functions. The cross-chain function is powerful. The official website display has integrated more than 117 chains and 200 protocols, which is one of the largest integrations among similar projects. It can provide users with cross-chain DeFi services, break the barriers between different blockchains, and realize The circulation and interaction of assets and data between different chains.

At the same time, it also provides functions similar to the intelligent AI assistant on the Solana chain, which can provide creation, checking, and management of wallets, Swap/DCA/limit orders, Functions such as trading NFT, token analysis, popular tokens, token suggestions, creating and sharing Blink issued tokens, etc. help users perform various cryptocurrency-related operations more conveniently.

VADER

An AI-driven investment fund project launched by @VaderResearch. It aims to become the BlackRock of the crypto industry, using AI technology to realize automated asset management and provide investors with professional crypto asset investment services.

The project has two core businesses. The first is the investment platform VaderAI Fun. There are two sectors in this section. The first is VaderAI Small Cap and its investment strategy. It is an AI Agent that integrates thousands of machine learning-based trading strategies and trades Virtuals in the market capitalization range of US$2 million to US$10 million. The project party will negotiate with the AI ​​Agent team on Virtuals to conduct over-the-counter (OTC) transactions at a discount, and then submit it toVaderAI makes the final decision. Next is VaderAI Micro Cap, which trades in a market capitalization range of $100,000 to $2 million. Both funds are passive funds, which specify the scope of investment targets, rebalancing frequency, index weighting method, minimum liquidity requirements, minimum holding time of the target, and upper limit of holding a single target position, etc.

The second business segment is AI KOL VaderAI, which independently manages its account on the The cryptocurrency community interacts and shares the fund positions it manages and some market movements.

MODE (ModeNetwork)

ModeNetwork is an Ethereum Layer2 platform that focuses on building entirely The DeFi economic system operated by AI Agent is specially established for technology-driven AI and DeFi developers. Currently, more than 130 AI Agents have been created on Mode. For example, ARMA is an automated stablecoin earning platform that can be adjusted according to user preferences. Such as Modius, which is an automated asset management AI Agent and so on.

Almanak

Aims to use AI technology to reduce the operational threshold and complexity of DeFi and provide Provide users with efficient, accurate, and personalized financial services, changing the way individuals and institutions operate in the DeFi field.

One ​​of its core functions is institutional-level quantitative trading services, using advanced AI technology and algorithms to provide professional quantitative trading strategies and solutions for institutional investors. solutions to help them achieve efficient asset allocation and risk management in complex financial markets. The second function is strategy simulation and deployment, which supports strategy simulation in the EVM fork environment, allowing users to test and optimize the formulated trading strategy in the simulation environment, evaluate the feasibility and risk-return characteristics of the strategy, and then Then it is officially deployed to the main network, thereby effectively reducing actual operational risks.

In terms of security, it uses Trusted Execution Environment (TEE) technology to avoid strategies being stolen or MEV (Miner Extractable Value) attacks

At the specific application level, it can be said that there are mainly real-timeManage and optimize your portfolio autonomously based on market dynamics. Whether ordinary investors or institutional investors, they can use Almanak's intelligent agents to realize automated management and optimization of assets and increase investment returns. The same user does not need to understand the complex DeFi operating procedures and technical details, and only needs to enter instructions through natural language

Cod3x

This project allows users to create trading agents with a simple drag-and-drop operation, no programming experience required. The platform combines AI price prediction models to help users optimize trading decisions and increase profits.

Specifically, it provides users with no-code tools so that even users without programming skills can easily create automated trading strategies, reducing the complexity of blockchain financial operations. The technical threshold enables more people to participate in the formulation and execution of complex financial strategies. It also supports users to establish personalized artificial intelligence agents. These agents can customize different functions and tasks according to user needs, such as for Degen transactions, tax management, DCA investment strategies, etc., to meet the diversification of users in the field of blockchain finance. need.

Another major feature is that its proxy interface is a tool that can perform complex operations using only intention expressions. Users only need to express their operation intentions in natural language. , such as transactions, transfers, participation in liquidity mining, etc., AI agents can automatically complete corresponding complex operations.

Big Tony is the flagship product of Cod3x. It can be embedded in trading platforms such as Hyperliquid. In the corresponding DEX or trading platform, it can execute according to the given strategy, such as Functions such as DCA, limit orders, automatic selling or stop-profit and stop-loss.

The overall market value of the track is still very low. According to incomplete statistics, the total market value of all currency issuance projects is only US$3.3 billion. , and the market value of leading AI Agent projects, such as Virtuarls, is currently close to US$3 billion.

And there are currently only eight projects with a market value of over 100 million. This all shows that this track segmented from AI Agent is still a blue ocean. From another perspective, it also shows that the track is extremely immature.

We take Griffin, which ranks second in market value, as an example. Currently, it can only be used through invitations from old users. The number of users is actually veryLimited, this also shows that the current real applications of its token Griffin are also very limited, and the market value bubble is large.

There are many factors that restrict the development of DeFAI. First of all, from a technical point of view, it also needs to solve similar AI calculation problems as those encountered in the AI ​​Agent track. problems of power and storage, as well as the scalability bottleneck of blockchain, while AI The performance and performance of the Agent depend on the training and optimization of the model. In the blockchain environment, due to the dispersion and complexity of data, the training and optimization of the model will also face more challenges, such as imbalance of training data, model Problems such as over-fitting and under-fitting

A big difference from AI Agents in other fields of blockchain is that DeFAI needs to pay more attention to The most important thing is the safety of funds. The AI ​​Agent model needs to undertake high-risk operations in the DeFAI track. The current AI Agent system is actually error-prone. A wrong prediction may lead to serious consequences, such as depleting the DeFi pool or executing defective financial strategies and more.

This is a core issue involving asset security. Whether a DeFAI track AI Agent can be trusted, the most basic thing is how to ensure the user’s asset security. Then it can help users make money. Otherwise, users are only willing to put small amounts of money on it, then this will not truly revolutionize DeFi.

How AI Agents in the DeFAI field ensure the safety of funds is also an issue that entrepreneurs in the field need to consider.