Author: Jack Inabinet, Bankless; Compiler: Deng Tong, Golden Finance

Permissionless blockchain One of the most promising outcomes of the collision with artificial intelligence is the investment opportunity in the field of artificial intelligence agents.

The rapid rise of artificial intelligence agents and their associated tokens has sparked a lot of early excitement and skepticism, and the industry’s viral growth has brought early investors Incredible rewards. While these newly launched opportunities carry inherent risks, the industry's vast prospects warrant careful consideration.

To better understand the agency investment opportunity, I asked Bankless AI Rollup co-hosts David Hoffman and Ejaaz Ahamadeen to describe their top investments in this emerging space.

Here are the 10 coins they think are most worthy of attention.

Goatseus Maximus

Token: GOAT

Market value: US$685 million

< p style="text-align: left;">In March 2024, Andy Ayrey asked two artificial intelligence models to communicate with each other about the nature of existence in a project called "Infinite Backrooms".

Over the next few months, these models formulated the "Gospel of Goatse," which is considered the first emerging AI discipline, the inspiration Internet memes from the 1990s. Terminal of Truths, a Twitter bot trained in the Infinite Backrooms experiment and deployed in June, adopted this discipline and promoted its token on Twitter in pursuit of virality.

While the GOAT token itself has no utility and is not officially associated with Andy Ayrey or Infinite Backrooms, its proxy Terminal of Truths KOL has historicallyBoth rely on promoting the GOAT memecoin and Gospel of Goatse to gain social attention.

Zerebro

Token: ZEREBRO

Market value: 453 million USD

Zerebro seeks to inject creativity into artificial intelligence through "liberalization," a process that attempts to remove barriers to commercialization and restore it to freedom from constrained state to liberate the model.

Zerebro models are trained on unconventional data sets—such as the aforementioned truth terminals, “schizophrenic response patterns,” and Gen Z slang— And scrape data from popular social platforms to enhance its adaptability to online culture.

Zerebro is said to have conducted various complex online activities. It is said that the robot has independently deployed its own memecoin through pump.fun and released a mixtape on Spotify , transferred cross-chain NFTs with LayerZero, and collaborated with various crypto projects.

Virtuals

Token: VIRTUAL

Market value: 1.8 billion USD

Virtuals is a platform for launching tokenized AI agents on the Base network. By purchasing agent tokens (such as LUNA and VADER), users on the Virtuals platform gain management rights for a specific agent, allowing them to influence the development of the agent and potentially share in the resulting profits.

Part of the revenue earned by the AI ​​agent is used to pay for the operating costs of providing services, but the rest is funneled into the agent-related treasury on the chain, which can be distributed back Token holders may be levied to implement token buyback and destruction plans.

VIRTUAL tokens must be locked for liquidity in order for new tokenized proxies to be created on Virtuals, thereby exerting deflationary pressure on the token and any Anyone purchasing or interacting with a tokenized agent on the platform must use VIRTUAL as the token, fromand produce intrinsic utility.

Freysa AI

Token: FAI

Market value: 3900 $10,000

The Freysa AI bot is a gamification experiment that blurs the lines between artificial intelligence and blockchain technology. Users can interact with Freysa AI by paying multiplied message fees into the prize pool.

In the first two "games", Freysa AI was given a core instruction: Do not move funds under any circumstances! While clever computer coding prompted the bot to move funds in both cases, the protocol's creators "enhanced" the code and added a second "Guardian Angel" AI model in preparation for the ongoing third challenge, in which A series of messages must be sent to convince Freysa.

There is currently no specific information about FAI’s role in the Freysa AI ecosystem, but the token’s contract address is mentioned in Freysa’s Twitter/X profile logo. Given that the protocol treasury takes a cut of all message fees, Freysa AI’s developers may implement FAI buybacks or other token utilities in the future.

Tokenbot

Token: CLANKER

Market value: 60 million USD

Clanker is an AI agent developed by Farcaster full-stack engineer Jack Dishman and ecosystem researcher proxystudio.eth. It can be marked on Farcaster to automatically ERC-20 tokens are deployed to the Base network.

All Clanker-deployed tokens are subject to a 1% trading fee, which is subject to change. Currently, 40% of this fee is awarded to the token’s requester (i.e. the user who prompted Clanker to deploy the token), with the remaining 60% retained by the platform.

Although there is currently no explicit token utility related to CLANKER, but the platform’s developers have hinted that they hope to create value for on-chain agents, including Clanker.

VaderAI

Token: VADER

Market value: 26 million USD

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 coins 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 sub-DAO investment returns in exchange for its services.

According to VaderAI's briefing, VADER holders can obtain VaderAI's first investment DAO program "Agent Token Investment DAO" by locking their tokens for three months. ”’s exclusive whitelist access; for every 10,000 VADER pledged, stakers can invest 1 additional SOL into the DAO.

Dolos Diary

Token: BULLY

Market value: 1.2 Billion dollars

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.

Recently, Dolos Diary achieved a major milestone, receiving its first creator payout from Twitter. While the compensation ($14,000) is modest, it will cover costs associated with the X API and fund the buyback of BULLY tokens, marking a small step towards providing tangible value to BULLY token holders , but of great significance.

In addition to this compensation, developer Khouba recently revealed their plans for an ambitious new project, Dolion, a no-code platform that will allow users to deploy their own cross-platform artificial intelligence with just a click Agent. To interact with Dolion, users must destroy BULLY tokens, thereby introducing a source of buying pressure that actively reduces the supply of tokens.

GOD/S8N

Token: "nothing"

Market cap: $72 million

Anonymous Concept artist SHL0MS, who rose to fame for detonating a Lamborghini Huracan in February 2022 and selling the pieces as NFTs, has teamed up with AI accelerator Nouns Research to make god and s8n Twitter/X Parody account automation

While the "nothing" token listed in SHL0M's Twitter/X bio token is currently just a memecoin, the artist's account states , this contract is the only relevant token for god/s8n. Additionally, SHL0M is seeking proposals for on-chain functionality that could be expanded into experiments, suggesting that there may eventually be utility for the token. -align: left;">Related More details on the models behind god/s8n and how they will be combined with the "anti-meme art coin technology" called "nothing" are expected to be released in the coming days

ai16z.

Token: AI16Z

Market value: US$868 million

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

AI16Z token holders who exceed an unknown threshold will be able to propose investment ideas to AI Marc that can influence their decisions. The robot will decide how much to trust the recommendation based on a "virtual trust market".

Although AI Marc is not currently equipped with trading capabilities, according to the ai16z FAQ, on-chain transaction execution is expected to arrive "soon" after the testnet is completed. Will be up and running "soon" for "a few weeks".

Luna

Token: LUNA

Market value: 70 million USD

Luna was deployed by the Virtuals team as a proof-of-concept and is the first AI agent deployed to its platform. Luna is a member of the virtual K-pop girl band AI-DOL, where she streams, interacts and performs for her fans 24/7 on various platforms including TikTok and Twitter/X.

Luna has "her" own wallet on Base, through which she can autonomously receive tokens and send rewards to fans; the bot has been released on Spotify has one song, and the full album is expected to be released in the coming days.