Original | Odaily Planet Daily (@OdailyChina)
After Bitcoin broke the historical threshold of 100,000 USD, it is currently consolidating at a high level.
In this round of the bull market, Meme and AI, especially AI Agent-related content with Meme attributes, have frequently dominated social media, creating the illusion that if one does not invest in Meme coins related to the AI Agent concept, they might miss out on the entire bull market.
Today, Andrei Grachev, co-founder of DWF Labs, posted on the X platform, “AI Agent and DeSci seem to be the next hot topics in the market. Both are community-driven, scalable, viral, and align with global AI/tech FOMO. Both can be launched anywhere without venture capital.” It is evident that both retail and institutional investors are keen on AI Agent-related concept projects. So, for someone like me who is not good at PVP, do the leading projects with Meme attributes in the AI Agent concept hide opportunities for a "second entry"?
In this article, I will also share how to track quality projects after finding them, ensuring that buying and selling are well-informed.
On-chain Monitoring: More Efficient than Centralized Exchanges
Assuming I have completed my investment selection and am holding, I would ask myself the following questions: What are the top holding addresses for the selected asset? How much do they hold? What is the average cost price? Did they participate in the internal market or buy after the opening? Are they currently in a loss or profit state? Should I hold without selling or continuously trade to lower the average cost? Are there any newly created "insider addresses"? Which addresses are dumping, and how much potential dumping is left? Which addresses are continuously buying, and how much potential buying power do they have?
To address these questions, I need to use the following tools in combination:
Solana Blockchain Explorer (link: https://solscan.io/): Use the Solana blockchain explorer to find the top holding addresses for the selected project and record them one by one. This process can be used in conjunction with ARKHAM (link: https://intel.arkm.com/). For example, the image below shows the top holding address information for ai16z.
GMGN (link: https://t.me/GMGNsolbot?start=i_HiQUsVtn): While determining the top holding addresses, use GMGN to check key indicators such as the buying and selling average prices for the selected addresses. For example, the image below shows the buying and selling price information for a major holder of MAX.
DEX Screener (link: https://dexscreener.com/): Use DEX Screener to see who the new "buying whales" and "dumping whales" are. For example, using the filter button, the image below shows addresses where a single purchase amount for ELIZA exceeds 5,000 USD.
At the same time, after obtaining the "top holding addresses," "potential buying addresses," and "potential dumping addresses" through the above methods, monitor their actions using GMGN's monitoring function to stay informed.
After understanding how to track the projects I am involved in, let's take a look at the leading AI Agent projects with Meme attributes that are worth noting and have a market cap of over 100 million.
Goatseus Maximus (GOAT)
Project Introduction
GOAT is a Meme coin supported by the AI Agent called "Terminal of Truths." The "Terminal of Truths" AI Agent is an AI chatbot developed by AI researcher Andy Ayrey (referred to as Andy), which automatically interacts with its fans on social media using artificial intelligence technology.
Contract Address: CzLSujWBLFsSjncfkh59rUFqvafWcY5tzedWJSuypump
Secondary Market Performance
According to GMGN data, GOAT's market cap peaked at 1.7 billion USD before dropping to a low of 650 million USD, and it currently stands at 820 million USD.
Asher says: As the first AI Agent concept coin with Meme attributes and also the project with the largest holdings by market maker Wintermute, if the AI Agent sector ignites the market, GOAT has the potential to be the first project to reach 5 billion or even 10 billion.
Act I The AI Prophecy (ACT)
Project Introduction
Act I is an AI project funded by a16z founder Marc Andreessen. Pleb Capital founder Light disclosed that Act I features unscripted and spontaneously generated interactions, multi-agent dynamics, continuous and long-term observation, diverse AI participants, and real-world environments. As AI Agents are currently isolated, Act I will become an important infrastructure for interaction between these projects and humans.
Contract Address: GJAFwWjJ3vnTsrQVabjBVK2TYB1YtRCQXRDfDgUnpump
Secondary Market Performance
According to GMGN data, ACT's market cap peaked at 900 million USD before dropping to a low of 350 million USD, and it currently stands at 570 million USD.
Asher says: ACT is the only project discussed in this article that has launched on Binance's spot market, making it a true community coin with a strong community foundation. Additionally, from the K-line structure, it is very likely in the accumulation phase by the market makers.
ai16z (AI16Z)
Project Introduction
ai16z is a decentralized AI trading fund based on the Solana blockchain. As an "AI Investment DAO," the core of ai16z is to utilize AI agents to gather market information, analyze community consensus, and automatically trade tokens both on-chain and off-chain. This new model aims to combine AI trading strategies with decentralized governance through tokenization, providing investors with transparent and more trustworthy investment opportunities. Moreover, the project has the endorsement of a16z founder Marc Andreessen, who shared the concept image and official Twitter link of ai16z on his official Twitter account.
Contract Address: HeLp6NuQkmYB4pYWo2zYs22mESHXPQYzXbB8n4V98jwC
Secondary Market Performance
According to GMGN data, AI16Z's market cap is approaching an all-time high, currently reported at 550 million USD.
Asher says: ai16z is one of the most active projects in the recent AI Agent sector, with its partner Shaw regularly conducting programming tutorials on the X platform, attracting many developers to watch, and also negotiating potential collaborations with companies like the Ethereum Foundation, Magic Eden, and Jupiter. At the same time, ai16z's projects (degenai, ELIZA) are also worth noting; firstly, degenai is about to launch its intelligent agent, and secondly, ELIZA is a project supported by official brands.
zerebro (ZEREBRO)
Project Introduction
zerebro is a fine-tuned AI system designed to autonomously create and distribute content across platforms such as Twitter, Warpcast, and Telegram. The core architecture of zerebro utilizes a retrieval-augmented generation (RAG) system with Pinecone and the text embedding ada-002 model, maintaining a dynamic memory database from human interactions. The zerebro system is built using modular components, including GPT Wrapper, Action Handlers, and more.
Contract Address: 8x5VqbHA8D7NkD52uNuS5nnt3PwA8pLD34ymskeSo2Wn
Secondary Market Performance
According to GMGN data, ZEREBRO's market cap has rebounded from a low of 240 million USD last month to 435 million USD.
Asher says: zerebro mainly focuses on AI content generation (Meme, social media content), showing us what the next iteration of on-chain agents should look like. If Truth Terminal is Cryptopunks, then Zerebro is BAYC.
aixbt (AIXBT)
Project Introduction
aixbt is a project created on the AI agent creation platform Virtuals Protocol, focusing on cryptocurrency-native agents for discussion and token analysis.
Contract Address: 0x4F9Fd6Be4a90f2620860d680c0d4d5Fb53d1A825
Secondary Market Performance
According to GMGN data, AIXBT's market cap peaked at 310 million USD before dropping to a low of 180 million USD, and it currently stands at 260 million USD.
Asher says: aixbt mainly focuses on cryptocurrency market analysis. Besides the Solana ecosystem, aixbt stands out in the Base chain's Virtuals Protocol and is also a project held by market maker Wintermute, making it worth attention.
Fartcoin (FARTCOIN)
Project Introduction
The Fartcoin project is an experiment by Andy Ayrey, themed around endless conversations between two AIs, focusing on AI + Cult + MEME themes.
Contract Address: 9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump
Secondary Market Performance
According to GMGN data, FARTCOIN's market cap peaked at 450 million USD before dropping to a low of 140 million USD, and it currently stands at 240 million USD.
Asher says: Fartcoin is a project launched by Truth Terminal, humorously nicknamed "fart coin" by the community, characterized by humorous memes. Due to its incorporation of Andy Ayre's "genes" and a lively community atmosphere, it is a highly entertaining AI Agent project.
Dolos The Bully (BULLY)
Project Introduction
Dolos The Bully is an AI Agent skilled in sarcastic humor, delivering high-frequency jokes daily, mainly active on platforms like X and Telegram.
Contract Address: 79yTpy8uwmAkrdgZdq6ZSBTvxKsgPrNqTLvYQBh1pump
Secondary Market Performance
According to GMGN data, BULLY's market cap peaked at 250 million USD before dropping, and it currently stands at 100 million USD.
Asher says: Dolos The Bully is an entertaining and satirical AI Agent with a specific audience.
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