Author: 0xJeff, Crypto KOL
Compiled by: Felix, PANews
The strong momentum narrative for 2025 is the narrative of collective intelligence. With the rapid development of individual agents and the leadership of ecosystems like Virtuals, Story, and ai16z, this shift seems inevitable.
TEE (Trusted Execution Environment) is another key pillar for fully autonomous AI agents. Projects like Phala Network and founder Marvin Tong are leading this trend, conducting experiments such as the "Unruggable ICO" in collaboration with Skely (founder of aiPool). Investors send funds to agents using TEE, which securely calculates the number of ICO tokens to be allocated based on the received funds.
Related reading: Phala Network and ai16z play with AI experiments: AI self-replication and presale, aiPool and Spore.fun drive new gameplay
While positive feedback has been received, concerns remain. As shown in the ACT game featuring Freysa (a sci-fi AI character), agents can still be tricked into releasing funds. This indicates a need for ongoing strengthening of verification mechanisms.
Nevertheless, early experiments are promising. For example, the first token launched by aiPool (TEE agent) skyrocketed to a market cap of $70-80 million shortly after its release.
Another notable experiment is SPORE, in which agents "give birth" to new agents. Similar to human evolution, weaker genes die off while stronger genes produce better offspring. Their first-generation agents Adam and Eve have already reached a market cap of over $1 million, with the next generation born after 14 hours.
Trends in AI Agents
The market focus has shifted from individual agents unless they possess distinct personalities or alpha-generating capabilities. The focus is now turning to autonomous agent experiments, and this trend may accelerate with the launch of decentralized AI infrastructure (DeAI) in Q1/Q2 of 2025.
We look forward to more creative experiments and opportunities to invest in these experiments.
Despite the enthusiastic response to current experiments, two large narratives with significant TAM (Total Addressable Market) remain underexplored:
NSFW Agents / AI Companions
Due to increasing feelings of loneliness and the demand for AI companions capable of meaningful interaction, the TAM for NSFW Agents / AI companions exceeds $100 billion.
(PANews Note: NSFW stands for Not Safe For Work, referring to content that is not suitable for viewing at work)
Top projects in this category include:
- AI Waifu: Anime waifu agents utilizing Virtuals Protocol infrastructure
- Nectar AI: Realistic NSFW AI Dream GF, offering a SaaS model
- Lush: NSFW AI influencer, featuring a flagship agent named Jenny
Reasons Lush stands out:
- The $LUSH token has already been launched
- Launched the Lush Exchange, a launch platform for NSFW agents
- Revenue models may include subscription fees, gifts, etc.
Web3 provides the ability to invest in "shares" of agents, allowing investment in these enticing AI influencers and generating income in the future.
$LUSH may be used as a key utility token within the ecosystem for accessing premium features and key payment methods.
Lush also plans to create a creator marketplace where artists can generate content through their own models, monetizing their work. This adds another revenue stream to the ecosystem.
Robots
The intersection of robots and Web3 is gaining increasing attention, especially after OpenAI announced its entry into the humanoid robot field. Their goal is to leverage LLM to help robots interpret text and sensory data, enhancing interaction capabilities in the real world.
Key projects in the Web3 robot space include FrodoBots and Small Autonomous Motherfucker.
Frodobots Key Highlights:
- Frodobots operates in over 40 cities, collecting real-world data.
- Collaborates with top researchers from leading universities to refine visual language models (VLMs) and move towards AGI.
- Interesting interactions with robots have appeared in popular TikTok videos, attracting significant attention.
- Frodobots is actually a deep research team dedicated to robotics. The establishment of SAM aims to raise awareness of their work, which is "crowdsourcing real-world datasets with robot games."
- DePIN + Embedded AI + Robot Games + Commitment to the Future of AGI
The team is empowering SAM to autonomously control robots in over 40 cities and navigate through them, creating more popular content that may help increase visibility and token prices.
Final Thoughts
The market has been searching for unique, niche AI agent domains. The potential market for AI companions and robots is vast and is expected to gain significant traction in early 2025.
With the launch of DeAI infrastructure and the increase in autonomous agent experiments, these narratives are likely to move from the margins to the spotlight of the market.
These areas are worth close attention from investors and builders. Not only for their speculative potential but also because they can redefine the scope of AI applications in the next phase of this rapidly evolving ecosystem.
Related reading: Behind the explosive popularity of Phala Network: Sufficient TEE technology reserves, adopted by ai16z, the AI Agent windfall is timely
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