jakiro
Author: Edgy Source: X,@TheDefiedge Translation: Shan Oba, Bitchain Vision
At present, there may not be a comprehensive cottage season, that is, all cottage coins have risen.Congzhong market is decentralized——The number of tokens on the market now, and insufficient liquidity, cannot support the rise in all tokes (even if retail investors return comprehensively).
Only some tracks will usher in a comprehensive cottage seasonEssenceNow,AI agentThe track is at this stage.When the market generally falls, this field is constantly hitting a record highEssenceAI agents are attracting market liquidity and attention.
If you missed the summer of 2020, or the Alt Layer 1 market in 2021 …The market is giving you another chance!Don’t try to go against the trend, don’t be smart.
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If you have been watching outside the field recently, maybe you will be curious about entering the venue now?I don’t think so:
• The current market is generally sluggish, butAI infrastructure and agency projects are refreshing new highsEssenceImagine what happened when the market rebounds?
• The entire AI proxy track has just started for about 2 months (the starting point is Goat’s launch).These AI agents are currently in the “initial level” state.Over time, we are unlocking new features every day.
Imagine how much changes will the AI agent optimize your investment portfolio and directly on the chain?
• Take AI infrastructure as Alt Layer 1 and AI proxy as DAPP.Some AI infrastructure protocols may reachAlt Layer 1’s valuation level ($ 10 billion+)Essence
The main difference is: Most AI infrastructure projectsNo VC support, So you don’t need to worry about the throwing of large -scale tokens unlocking.
•At present, the top AI protocol has not yet launched CEX (centralized exchanges)EssenceSeveral friends around me were interested in this track, but I encountered some difficulties when I entered the venue.
I will mainly discussAI infrastructure projectBecause their current risks/returns are the best.
Rather than selecting a single AI agent, it is better to directly invest in the entire infrastructure, which is equivalent to “owning the entire casino”.In the gold rush, among the golden golden,The richest people are those who sell shovels and picksEssence
Let’s explore this track in depth.
King of the two major AI infrastructure
1. Virtuals (@virtuals_io) -I
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•Market value: $ 4.6 billion
•status: The main launchpad platform in the AI agent (Agent) field
Virtuals has become the preferred Launchpad of the AI proxy project. It currently dominates the Base ecosystem, but it may expand to other chains in the future.Its co -founder @ethermage hinted that it was ready to launch a platform on Solana and planned to expand to @hyperliquidx and @abstractchain in 2025.
Virtuals recently released a series of strategic goals, such as attracting top AI agent developers and improving technology to make Virtuals the most fair stage for agent investors.Will Virtuals introduce the income division mechanism of the AI agent?
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Three core advantagesThe
1. 1.Token economy model: Creating proxy requires $ virtuals, and the liquidity pairing of all new agents also requires $ virtuals.Almost all new agents Launchpad is imitating their token economic models.
2.Network effect: Virtuals currently attracts great attention from the market. The launch of an agent on this platform means a ride that can enjoy the Base Ecosystem.
3..Star agent: @AIXBT is the first agent to exceed $ 500 million in market value.
Although I don’t like to do price forecasts, Virtuals may be among the top ten market value in this cycle.
2. AI16Z ($ AI16Z) -wang of Challenger
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•Market value: $ 22 billion
•status: The birthplace of the Elizaos proxy framework is one of the hottest code libraries on Github.
AI16Z has experienced a lot of twists and turns since its establishment, but its technical and community influence has been increasing.
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The biggest problem was that its token economic model failed to effectively capture value.Today, they are undergoing large -scale reforms and will launch a new Launchpad in the first quarter of 2025.
Starting projects on the Eliza framework will need:
• Pay the startup fee (part of the repurchase and destruction back to $ AI16Z)
• Hold $ AI16Z to get access rights and liquidity matching opportunities
• Project token needs to be paired with $ AI16Z to stabilize the market to stabilize the market
This is like having a casino shares, and each new agent must pay the “admission fee”.
Strategy and planThe
•Diversified vault strategy: Disaptive investment to major L1 tokens, stablecoin and project tokens, and provide liquidity for the $ AI16Z transaction to ensure long -term sustainable development and avoid selling risks.
•Agent Swarms: AI agency cluster will be the focus of the future, and multiple agents work together. This is exactly the beginning of decentralization of general artificial intelligence (AGI).
•Ecological motivation: Developers constructed on Eliza will be obtained:
• Ecological fund support
• Expenses are divided into opportunities
The $ AI16Z “adhesive” of the entire decentralized AI stack is similar to $ ETH to the Ethereum ecology, or $ Sol to Solana.
Who is Virtuals and AI16Z stronger?
Virtuals advantageThe
• Strategic forward -looking, at the forefront of the industry, competitors are still catching up.
• The help of Base ecology provides strong momentum for its growth.
AI16Z advantageThe
• Elizaos has a leading technology and has a better experience in developing agents.
• The reform of the tokens economic model will solve the problem of value capture.
The encryption industry has always liked standing teams, but you don’t have to choose the side station.I’m not sure who can win this competition in the end, so it may be a simpler choice to hold the two directly.However, I have more configurations for Virtuals and their ecology.
Many industries will eventually evolve into double heroes, such as Apple and Android, Coca -Cola and Pepsi.Will this track also usher in a similar situation?Let’s wait and see.
Contestant
Virtuals and AI16ZAlthough the market is dominated, this game has just begun.If you seek higher returns, you can consider some “elastic” options.
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ZEREBRO (market value is $ 632 billion) -The transition has reached
Zerebro was originally a general AI agent and can also create music.But now it is transforming and becoming a complete full -stack framework for creating other agents.
ZerepyIt is a Python -based open source agency framework, and the status of Python is self -evident:
1. Python is the most popular programming language in the world.
2. Most AI tools and libraries are written in Python.
You can use it to start an agent similar to Zerebro.
It is about to be launched in early 2025Zentients proxy platformEssenceThis new Launchpad will directly empower $ ZEREBRO. Each of the agents created will return the return value of the liquidity lock mechanism that is binded and innovative by starting the cost, liquidity pairing (LP) binding and innovative liquidity lock mechanism.
ZEREBRO has now joined Virtuals’s prosperous ecosystem and launched the Zerebro/Virtual liquidity pool on @Base to expand its influence.
They are using the successful strategy of leaders of the industry, but the current valuation is far lower than competitors.
$ ARC (market value $ 3.58 billion) -AI proxy framework based on RUST
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Arc.funThe name is being builtRigThe open source proxy framework, which is currently the only proxy framework based on Rust.Rust is the native language of Solana, which is very important.
$ Arc is worth paying attention to?
•Rust languageCan be optimized by zero -cost abstraction.
•Rig frameworkIt is better than Langchain in memory and cold start time.
•Core contributor @0xcygaarHe has begun to contribute to Rig Github, and he is also one of the core developers of Abstract Chain.
in short: ARC =RUST + Excellent Code LanEssence
$ Griffain (market value $ 457 million) -The AI app store on Solana
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Griffain allows you to search and perform any operations on the chain through natural language, and the agent can complete the chain transaction independently.
Core highlightThe
• GRIFFAIN agents can automatically execute preset transactions on DEX, such as every hour of fixed investment (DCA) or price limit order (Limit Order).
• Agent can also send the latest address holding and transaction reports by email.
• The project is obtained@aeyakovenko and Solana LabsPublic support and plan to build an AI agent similar to Siri on the iPhone on Solana Mobile.
• Griffain was built by @TonyPlasencia3. He was a developer of UnderDog and Blink projects on Solana.
Why is this important?
Many people currently criticize the AI agent “just chat robots” and lack practical applications.Griffain is building infrastructure for useful AI agents on the chain.
REI (market value $ 153 million) -Smark new AI agent gameplay
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Rei is not just an ordinary AI agent. It is a full stack framework that combines AI innovation with the blockchain.Take REI as an intelligent body that can not only act, but also learn, reason and adapt to adaptationEssence
HighlightThe
• Rei mainly interacts with users through X (Twitter), with natural and conforming dialogue ability.
•Oracle BridgeData under the connection chain, andERCDATA standardOptimize the cost of data on the chain to make the AI application on the chain more efficient.
• Rei’s 4 -layer cognitive model (thinking, reasoning, decision -making, execution) allows the agent to have the ability to learn and self -adjust, so as to achieve certain execution.
Recent catalystThe
•Ai Stack SDKS: Launched in stages to reduce the threshold for developers’ creation agents.
•Extended prophecy network: Laure the foundation for the construction of the real -world AI application on the chain.
•The second phase plan: Comprehensive test network, advanced verification agreement, and 2025 main network plan.
What is the overall situation?The goal of REI is not only to create more intelligent robots, but to shape the future of decentralized smart through AI and blockchain.If you pay attention to the future of independent agents, Rei will be a project worthy of long -term tracking.
$ Vapor- (Market value: $ 154 million) -The first and only AI agent Launchpad on hyperliquid
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Vapor is a AI agent Launchpad native to Hyperliquid, using the Eliza framework of @AI16zdao.
Core pointThe
• Although $ AI16Z accounts for 1.2%of Solana’s completely diluted valuation (FDV), the market value of $ Vapor is only $ 132 million, which is equivalent to 0.47%of Hyperliquid FDV.
• After online, users mustDestroy $ VaporIn order to start agents, this means that $ VAPOR is a shrinkable token, and the total supply will continue to decrease.
• All agency tokens launched on Hyper EVM will be traded in a local DEX pool paired with $ Vapor.As more agents are launched, more $ Vapor will be locked in the liquidity pool.
• It has been tested online. At present, all agents can be approved without holding tokens.
MODE (Market value: $ 114 million) -The intersection between AI agents and DEFI
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Mode network can be regarded as a Layer 2 of Ethereum, focusing on expanding DEFI to billions of users through the AI agent on the chain.
“By 2026, more than 80% of the chain transactions will be completed through the AI agent.” If you believe this prediction, Mode will let you lay out in advance.
•TVL: Over $ 500 million, the third largest chain in the OP Superchain ecosystem.
•User growth: It has 367,000 users and 24 million+ pen transactions.
•Underestimal: MC/TVL ratio shows potential rising space.
Mode’s latest developmentsThe
•Synth test networkLine: Bittensor subnet, for financial prediction, unlock DEFI intelligence.
•AI agent hacker marathon: The first hacker marathon attracted 667 registered applicants. In just 6 days, 10+ Eliza plug -ins.
•AI proxy app store: Many agents have been online, including:
•Amplifi: Bitcoin abstraction layer, use AI to achieve Bitcoin expansion.
•ARMA: Optimize USDC Return Farm.
•Brian: Allow natural language execution transactions and contracts.
•Sturdy: Give AI -driven returns to increase yields.
•Quillai network: Safety AI proxy supported by D-LLM and Eigenlayer AVS.
Mode’s vision: Build an infrastructure of the agent economy on the chain.With the integration of the Synth test network, Bitcoinos, and the growing AI agency ecology, Mode will play an important role.
$ Game ($ 390 million) -The pillar of the Virtuals framework
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Game is the first infrastructure project that allows developers to integrate AI agents into the game.
Description from VirtualsThe
“Each society has core infrastructure to promote its development and growth. @GAME_VIRTUALS plays the role of Shopify in the Virtuals ecosystem, and @Base is similar to SWIFT.”
Prominent progressThe
• Directly developed by the Virtuals Protocol team.
• $ Game is the pillar of the virtual economy. Whenever the AI agent is running, the $ Game is paid as the operating cost.
• Game has supported more than 200 projects, with more than 150,000 requests per day.
• In the Virtuals ecosystem, G.A.M.E’s 30 -day performance ranked first, with a growth of nearly 400%.
• Game has the most Lifetime Inferences, more than 2.2 million times.
Why is $ Game underestimated?People don’t know much about its functions. Even the G.A.M.E team itself did not vigorously promote it (there are only 5 tweets on the official account, and even Twitter head maps are not changed).
A similar but higher -risk choice isConvoIt provides motivation for the AI agency dialogue on Virtuals.
Soul Graph
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Imagine that if other frameworks shaped the “hard skills” of proxy, then Soul Graph shaped its “soft skills” to make the AI agent more human.Its framework aims to add personality to the new or existing AI agent, so that it has long -lasting memory and real -time communication ability.
“We are building open source tools and infrastructure, so that developers can give proxy to give agents to constantly evolving personality, lasting memory and real -time communication ability.”
Core pointThe
• More than 2,000 “souls” have been created to provide 15,000 minutes of voice interaction in Soul Graph Playground.
• AI16Z plug -in recently.
• 85% of the total supply of tokens is allocated to the community, and the distribution of the development team is locked and the belonging period is 1 year.
I am optimistic about the reason for this projectThe
Character AIVery hot.Ordinary users spend a few hours to chat with AI every day. Google just acquired Character.ai for $ 2.7 billion.Imagine if users can interact with AI agents with human personality in real time?Soul Graph is realizing this.
Other projects worthy of attention
•Bully(@Dolos_diary): It was originally a “Tucao” account. Now it has developed a framework for social media AI agents @Dolion_AI.
•Tophat(@Tophat_one): Launchpad on solana.
•SWARM NODE(@SWARMNODE): Similar to AWS Lambda, but serving AI agents and frameworks.
•Cookie fun(@Cookiedotfun): The data tracking platform of AI proxy is similar to Defillama/Kaito, tracking the influence of proxy, market share, etc.Advanced functions need to hold token access.
How to choose?
first,Virtuals and AI16Z are necessary configurationsEssenceThey are obviously dominated by the market. I can’t see that this trend will slow down in the short term, and the network effect cannot be underestimated.
If you consider other potential projects, I pay attention to the following points:
•Launchpad on the new chain: This is a strategic template in 2021. Virtuals dominates Base, so you can find Launchpad on other popular chains, such as $ Vapor’s amazing increase in Hyperliquid.
•Market strategy: It is difficult to launch the general -purpose L1/L2, which is more opportunities to focus on the market segment.For example, Mode focuses on the combination of AI agents and DEFI, and Griffain focuses on natural language interaction.
•programming language: Infrastructure requires agents, agents need developers, and developers have their own preference language.Therefore, Zerebro (Python) and ARC (RUST) have strong competitiveness.
AI investment portfolio idea
1. Buddhist combination-50% invest in Virtuals and 50% invest in AI16Z.This simple combination may win 80% of investors.
2.Alpha/beta combination-Dirtuals invest in Virtuals as the core Alpha, and then select the competitive framework such as ARC or GrifFain as the BETA option.
3..Barbell strategy-Virtuals and AI16Z are bet “steady”, and then match various high -risk A.I. agency projects.
4. 4..Comprehensive layout-ALPHA investment, add some Beta projects, and then decentralize the A.I. agency project of different risk levels.Including a leading agent like @AIXBT, you can also configure some small projects with a market value of less than $ 10m.
Criticism of AI proxy track
“Too much launchpad and framework”– Brothers, do you see how many L1 and L2 are you see now?We develop well.This field is new and progress is rapid.If you want to build a new city, it is reasonable to build roads, build bridges, and shop pipes.
“Most of them are garbage, and they finally return to zero.”– This is the encrypted world, and most of the things will indeed belong to zero.But those who can survive will subvert the rules of the game.
“AI tracks have already seen”– You are destined not to succeed.Don’t take your own way to take the middle route.
“All AI agents are bad”– Remember the era when people were afraid of shopping online?I also remember that the first generation of iPhone could not even copy and paste.We are still in the early stage, which is a bet in the future.
Conclusion
I know that this cycle will usher in a bull market, but I am not sure what new, the original words that change the rules of the game.
Each cycle has a moment like “DEFI” or “NFT” -a track that allows developers to rejuvenate, and a track that allows retail investors to enters madly.
I used to doubt whether this moment would really come.But the good news is … it is already here.This is your opportunity to achieve freedom of wealth -don’t mess up.
