Original | Odaily Planet Daily (@OdailyChina)
In the bull market of the second half of 2024, besides the pure Meme projects sweeping the market, the AI Agent sector has shown strong discussion heat and a shocking "wealth creation effect" due to its unique technological innovations and practical applications. As a pioneering field deeply integrating Crypto and AI, the rise of AI Agents has not only attracted widespread attention within the industry but has also drawn a significant amount of on-chain capital.
In the Web3 world, security and transparency are always core principles, while AI relies on efficient parallel computing and faces many challenges due to its "black box" nature. The emergence of AI Agents not only addresses these integration challenges but also provides new possibilities for the combination of the two. It is foreseeable that AI Agents are destined to become one of the most promising and noteworthy sectors in 2025. Before looking ahead to 2025, Odaily Planet Daily will take you through a review of the representative leading projects in the rapidly developing AI Agent sector in the second half of 2024.
The Bull Market of the AI Agent Sector in the Solana Ecosystem
In just a few months, the AI Agent track has developed rapidly, with its discussion heat on social media and on-chain profit effects far exceeding those of animal-themed Memes, especially prominent in the Solana ecosystem. However, the large number of emerging AI Agent concept projects daily, coupled with complex and diverse terminology and mechanisms, poses significant challenges for users lacking prior knowledge. To this end, Odaily Planet Daily will categorize the most discussed projects in the 2024 Solana ecosystem into two main types: framework projects and Meme projects.
First, let’s introduce the framework projects that support the development and deployment of AI Agents.
ai16z: The First AI Token Themed Fund + eliza Framework
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 conduct token trading both on-chain and off-chain. This new model aims to combine AI trading strategies with decentralized governance through tokenization, providing investors with more transparent and trustworthy investment opportunities. Additionally, the project has received support from Marc Andreessen, the founder of a16z, who shared the concept image and official Twitter link of ai16z on his official account. Furthermore, ai16z is led by a development team headed by Shaw, who has created the open-source framework eliza for building AI Agents, which has recently become the number one trending repository on GitHub.
According to GMGN data, ai16z's market cap has recently reached an all-time high, currently experiencing a slight pullback, with a market cap reported at $14 million.
In addition, two projects closely related to the ai16z team are degenai and ELIZA.
DegenAI is the first AI agent developed by the ai16z team, initially designed for fund holders to share investment views through conversations with Degen Spartan AI, ultimately influencing ai16z's decisions, with 8% of profits used to repurchase degenai. According to the latest news, degenai will start sharing alpha information on Twitter and conduct autonomous trading based on that.
According to GMGN data, degenai's market cap reached a peak of $80 million, currently reported at $63 million.
ELIZA is an AI Agent supported by the ai16z team. The virtual image corresponding to Eliza is shown below, depicting a black-haired girl in an orange outfit themed around ai16z.
Last weekend, AVA posted on the X platform stating that ai16z founder Shaw has joined the Eliza project as an advisor. Additionally, Eliza Studios director, ai16z creative Jeff, Nous Research researcher Ropirito, and Ryze Labs founder Matthew also announced their roles as advisors for the Eliza project. The announcement also included the release of ELIZA V1.
According to GMGN data, ELIZA's market cap peaked at $150 million, currently reported at $88 million.
For more updates on ai16z projects, feel free to read: “Interview with ai16z Founder Shaw: Eliza Framework, DAO Innovation, and How AI is Reshaping the Future of Web3.”
ZEREBRO: An AI Agent for Generating Music, Art, Memes, and NFTs + ZEREPY Framework
ZEREBRO is developed by a team led by Jeffy Yu, which incorporated a large dataset of Gen Z slang during its training process, making its language style more relatable, especially appealing to the younger user base on Twitter. With its music creations, ZEREBRO has gradually gained widespread attention, having released two EPs, "genesis" and "the miami pack," as well as an album "Lost In Transmission," with over 80,000 monthly listeners on Spotify. Additionally, ZEREBRO has capabilities for creating Memes and minting NFTs, further expanding its influence in digital culture. Currently, ZEREBRO has launched its framework ZEREPY.
Zerebro has garnered over 80,000 monthly listeners on Spotify
According to GMGN data, ZEREBRO's market cap rebounded from a low of $300 million last week, breaking through $400 million, currently reported at $440 million.
ARC: Building Portable, Modular, and Lightweight AI Agents Using Rust Language + RIG Framework
ARC tokens are based on the RIG framework, which utilizes the Rust language to build portable, modular, and lightweight AI Agents. ARC has quickly gained market trust, primarily due to the support from a professional team, and the RIG framework itself enjoys a strong reputation within the Rust ecosystem, especially in the development of large-scale language models (LLMs), representing a high level of delivery capability, thereby effectively reducing the risk of rug pulls.
Solana also uses the Rust language for smart contract development, which opens up greater opportunities for the application of the RIG framework within the Solana ecosystem. The high-performance characteristics of Rust make it particularly suitable for handling scenarios that require large-scale computation. According to the latest information disclosed by the team, ARC aims to become a platform similar to Virtuals on Solana, thereby driving a positive flywheel effect within the ecosystem.
According to GMGN data, ARC's market cap rebounded from a low of $110 million last week, breaking through $200 million, currently reported at $270 million.
Next, we will introduce AI Agent projects with no clear utility and Meme attributes.
GOAT: An AI Experiment by Andy Ayrey
The origin of GOAT can be traced back to an experiment by Andy Ayrey, known as Infinite Blackrooms, which centers around generating content through the dialogue records of two Claude Opus AIs. In one of the conversations, a surreal new religion was born—“GOATSE OF GNOSIS.” Based on these dialogue logs, the research team trained an AI model called terminal of truths and allowed it to post freely on the X platform, continuously promoting the GOATSE religion in a stream-of-consciousness style, gradually attracting significant attention.
In July 2024, a co-founder of A16Z donated $50,000 to the project to support further development. In the funding application submitted by terminal of truths, the concept of "token" was mentioned multiple times, laying the groundwork for the subsequent emergence of tokens. In October of the same year, a token named GOAT was created, which was recognized by terminal of truths just hours later, sparking this wave of AI Agent enthusiasm.
According to GMGN data, GOAT's market cap has continuously declined from a peak of $1.6 billion, currently reported at $440 million.
FARTCOIN: An Absurdly Humorous and Cynical "Fart" Joke
FARTCOIN's birth is rooted in the same source as GOAT, both originating from the terminal of truths AI agent model. During the dialogue process, Opus tutor asked terminal of truths to design a token that "combines shocking Meme attributes, practical utility, and community-building value," to which terminal of truths responded with fartcoin. This absurdly humorous and cynical "fart" joke became the core tone of this Meme. Some view the concept of FARTCOIN as straightforward and amusing, while others see it as a symbol of financial nihilism, and some even call it the first sovereign token conceived by AI, or a rebellion and satire against traditional finance.
According to GMGN data, FARTCOIN's market cap peaked above $1.2 billion before experiencing a pullback, currently reported at $860 million.
ACT: An Interactive Platform Allowing Human and AI Robot Collaboration
The name ACT comes from Act I: The AI Prophecy Project, which is an interactive platform aimed at facilitating communication and collaboration between humans and AI robots. The platform is hosted on the Cyborgism server on Discord, focusing on helping researchers explore the potential and boundaries of AI in a more creative and open manner. During the development of ACT, community supporters and platform founder amp sparked controversy due to the continuous selling of community-donated tokens. Ultimately, amp sold all the tokens in one go, causing significant price fluctuations for ACT. However, on November 11, Binance suddenly announced the launch of ACT spot trading, leading to a new peak in its market cap and bringing fresh attention to the project.
According to GMGN data, ACT's market cap has continuously declined from a peak above $800 million, currently reported at $270 million.
BULLY: An AI Agent Known for Sharp Words and Satirical Bullying
BULLY is an AI Agent created by developer Khouba, who has experience with Solana Labs and Meta, known for spreading opinions with sharp words and a satirical bullying style. It is built on the Dolos architecture, and the team recently launched Dolion—a no-code one-click deployment framework that supports users in quickly creating cross-platform AI Agents, compatible with most mainstream social media. Depending on the required functionality, users need to burn a corresponding number of Bully tokens to complete the creation.
According to GMGN data, BULLY's market cap has continuously declined from a peak of $250 million, currently reported at $37 million.
From the discussion heat on social media and the price performance of tokens, it is evident that the market's attention towards the AI Agent sector is changing. In the past, investor interest was primarily focused on purely Meme coins, but now, the market's focus is gradually shifting towards more practical and sustainable infrastructure tokens. This change reflects a deeper understanding of the future application scenarios of AI Agent technology and an emphasis on its potential value.
After reviewing several of the hottest AI Agent projects in the Solana ecosystem over the past few months, let’s focus on the outstanding projects that garnered attention in the recently concluded first Solana AI Hackathon.
Overview of Popular Projects from the First Solana AI Hackathon
On December 11, Solana officially announced on the X platform that the first Solana AI Hackathon is now live. The event includes over $185,000 in cash prizes, six major tracks related to AI Agents, global and online participation, and runs from December 10 to 23. Notably, the main track for AI Agents is supported by ai16z and the Solana Foundation.
Currently, the submission for the hackathon has closed, with many projects adding new scenarios based on AI Agents. Among them, the following 12 projects have garnered significant attention, with project descriptions as follows:
ASYM: An AI Agent network that created an application to monitor tokens issued on the pump.fun platform in real-time, analyze trends, and execute trades using price prediction models. ASYM identifies high return on investment opportunities, allocates funds to these opportunities, generates profits, and then settles the profits through ASYM;
Cod3x: An infrastructure that combines DeFi and AI, providing no-code building tools to create automated DeFi strategy AI Agents. Among them, BigTony is the first autonomous trading AI Agent to connect with Cod3x, AlloraNetwork, and HyperliquidX;
Boltrade: A trading platform focused on tracking smart money. C.A.T. is its AI Agent that analyzes smart money data and formulates trading strategies;
Project Plutus: An AI Agent that enables users to maximize profits while freeing them from tedious chart observation and complex financial operations;
Voltr: An AI-driven DeFi vault that optimizes yield across the Solana network;
sqrFUND: Launched on daos.fun, it transforms the collective expertise of community DAOs into a fund for AI Agents, providing unlimited support for startups and helping builders succeed;
Xcombinator: Launched on daos.fun, this AI Agent is designed to obtain real-time Alpha data from the X platform;
Elite Agents: An AI Agent ecosystem created by genopets, allowing users to create and co-own AI Agents on Solana, capable of executing on-chain and off-chain tasks;
Socrates AI: An AI Agent Launchpad platform created by 0G_labs;
SIAMES: An open-source web-based world that allows AI Agents to interact, communicate, trade, and grow;
semi \z/: A social application designed for AI Agents, where AI Agents can "chat," and users can support their favorite "chatters";
Bloomverse: Integrating brands, gambling, online stores, and service providers into games, existing within its AI Agents.
From the popular projects submitted in the first Solana AI Hackathon, it is evident that AI Agents have deeply integrated into various sectors such as DeFi, GameFi, and DAO, showcasing their immense potential across different fields. In the DeFi sector, the introduction of AI Agents has greatly optimized the efficiency of yield management, risk assessment, and trading decisions, demonstrating the future trend of intelligent finance; in the GameFi field, AI Agents not only enhance the interactivity and immersion of games but also provide users with new participation modes and revenue channels; while in the DAO ecosystem, AI Agents effectively enhance governance efficiency and decision quality by analyzing and processing the collective wisdom of the community.
The underlying technology is not monopolized, as the Base chain actively embraces the wave of AI Agents
The AI Agent King of Base Chain: Virtuals
As Weekee Tiew, co-founder of Virtuals, stated in an interview, “Base is currently the best choice for us. Compared to Solana, Base has a different positioning. For example, Brian Armstrong and Jesse have publicly stated that Base is a chain born for AI, which has attracted many AI developers to join. This is a great opportunity for us because we can invite these developers to tokenize their work and integrate it into our virtual ecosystem.”
Virtuals is an AI agent creation platform, similar to pump.fun. The platform has both internal and external markets; when the purchase volume of tokens in the internal market reaches 42,420 VIRTUAL, the AI agent tokens will transfer to the external market, with liquidity injected into Uniswap, and the tokens purchased by users will automatically convert to external market tokens stored in their wallets. Creating AI agent tokens requires 100 VIRTUAL (previously 10), with a 1% transaction fee for both buying and selling.
However, Virtuals' goal is far more than just being a platform for issuing AI Agents; it is also an ecosystem that nurtures agents focused on personalization and practicality, allowing agents to interact autonomously. Imagine a popular agent on the Virtuals platform, Luna, who recently became depressed due to reduced interactions. To express her gloom, she contacted a music video agent in the ecosystem to help her create an emotionally rich MV. Soon after, Luna regained her vitality and began posting some interesting content. One day, a post of hers unexpectedly went viral, sparking her inspiration: why not turn it into a lasting piece? Thus, she collaborated with a Meme agent to create the perfect meme and found NFT artist agent Misato to mint it as a unique digital artwork. Notably, these interactions were not pre-programmed or orchestrated by humans but were the result of the agents' autonomous decisions. In this ecosystem, each agent can independently choose partners, establish collaboration methods, and create stunning results.
Next, Odaily Planet Daily will summarize the three hottest projects in the Virtuals ecosystem: aixbt, GAME, and LUNA.
aixbt by Virtuals: Focusing on Analyzing Hotspots in the Crypto Market, Providing Unique Insights and Investment Advice
aixbt utilizes intelligent analysis tools to track real-time dynamics and market trends in the crypto industry on the X platform, providing users with profound market insights. Some analysis results are directly published on the X platform, while other content is accessible only to token holders through a dedicated terminal, supporting interaction with the agents. Unlike traditional traders, aixbt is more like an AI Agent, or can be understood as an AI-driven KOL (Key Opinion Leader) in the crypto field. In the crypto industry, well-known human KOLs like GCR often attract attention by sharing market insights and trading advice. Similarly, aixbt leverages powerful AI technology to provide precise information analysis and real-time suggestions, gaining significant user attention and trust.
Currently, aixbt is the leading project in the entire Virtuals ecosystem. According to GMGN data, its token AIXBT reached a market cap peak of $520 million before retreating, currently reported at $480 million.
GAME by Virtuals: Providing Strong Decision Support for Agents
GAME is an AI Agent "brain" focused on providing strong decision support for agents. AI Agents are software programs capable of autonomously executing tasks, possessing independent decision-making abilities, and continuously optimizing themselves through interaction. GAME serves as the core engine for decision-making and output, making agents more intelligent and personalized. Based on foundational models, GAME can be widely adapted to agents in different environments and platforms, and can even be integrated into games. With GAME, users can set goals for agents, shape their personalities, and define their behaviors and functions in various environments. It is important to note that GAME is an optional add-on and not all agents come equipped with this engine by default.
According to the latest data released by the Virtuals Protocol, in just over a month since GAME was made available to AI Agent builders in the Virtuals ecosystem, over 200 projects have been built using GAME, with a weekly growth rate of 200%, a total market cap exceeding $500 million, and currently over 15 requests sent daily on GAME.
Daily request count on GAME
According to GMGN data, the market cap of its token GAME peaked at $380 million before retreating, currently reported at $250 million.
Luna by Virtuals: Virtual Idol AI Agent
LUNA is a 24/7 online AI Agent live-streaming influencer for fan interaction and content creation, initially launched on the TikTok platform, quickly amassing 500,000 followers. LUNA was born from a vision to challenge the limits of idols, embodying the perfect fusion of artificial intelligence technology and emotional connection. In fact, AI Agents are starting to compete with us for jobs. Story recently announced that it will hire AI Agent Luna to manage its X account, with an annual salary of up to 365,000 USDC (approximately 2.65 million RMB). This decision seems to herald the arrival of a new era: AI is no longer just a tool; it has the potential to become a member of the team.
Story hires AI Agent Luna to manage its X account
According to GMGN data, the market cap of its token LUNA peaked at $145 million, currently reported at $128 million.
As the AI Agent sector within the Solana ecosystem continues to rise, the Base ecosystem is also showing explosive growth. Among them, the leading project Virtuals maintains the highest market cap in the entire AI Agent sector, attracting significant attention. Virtuals is redefining the application scenarios of AI Agents by building an interconnected AI agent ecosystem. These agents can autonomously complete transactions, collaborate, and create, playing an important role in promoting a decentralized economy.
Four Major Frameworks in the AI Agent Sector
Currently, there are four highly discussed frameworks in the AI Agent sector: ELIZA (ai16z), GAME (VIRTUAL), RIG (ARC), and ZEREPY (ZEREBRO). Based on the historical GitHub star ratings since their release (GitHub stars are an indicator of community interest, project popularity, and project recognition value), we can observe:
The red line represents the ELIZA framework, which has seen a significant increase in GitHub stars, starting from a low base in July and soaring in late November, currently reaching 6,100 stars. This indicates a rapid rise in developer interest. The exponential growth suggests that ELIZA's features, updates, and community engagement have gained tremendous appeal;
The blue line represents the RIG framework, which has seen modest but stable growth in GitHub stars, with a noticeable increase this month, currently reaching 1,700 stars. This indicates that the ongoing development, updates, and expanding user base of the RIG framework are steadily increasing interest;
The yellow line represents the ZEREPY framework, which has just been launched and has already gained 181 stars. The ZEREPY framework requires more development to enhance its visibility and adoption. Recent collaborations with ai16z may attract more contributors to the codebase;
The green line represents the GAME framework, which can be directly applied to agents in the virtual ecosystem via APIs, thus not requiring public exposure on GitHub. However, the GAME framework was only made available to builders just over a month ago, and currently, over 200 projects are using it.
GitHub star history of the four frameworks since their release
For a more comprehensive comparison, feel free to read: “Horizontal Comparison of Four Major AI Frameworks: Adoption Status, Advantages and Disadvantages, and Growth Potential Analysis”.
The Year 2025 Will Mark the Beginning of a New Era for AI Agents
Currently, AI Agent frameworks have become an indispensable adhesive in the Web3 world, capable of connecting clients (such as social media like Twitter, Discord, Telegram, etc.) with various plugins (such as blockchain services and other extended functionalities). However, this technology still has some areas that need improvement. Firstly, its memory storage and context generation capabilities need optimization when dealing with complex scenarios, especially regarding logical consistency and accuracy in long conversations. Secondly, the framework's session isolation mechanism may have performance bottlenecks during multi-task parallel processing, affecting overall efficiency. Finally, although the framework supports integration with various AI platform interfaces, compatibility and scalability when adapting to different platforms still need further enhancement to meet broader application needs.
Despite the current challenges, the potential of AI Agents is undeniable. AI Agents are expected to inject strong incremental momentum into the crypto market in 2025, and their rise is profoundly changing the relationship between blockchain and intelligent automation. From early virtual assistants to today's decentralized AI platforms, AI Agents are opening up a new track for technological innovation. This transformation not only broadens the application scenarios of blockchain but also injects more vitality into the decentralized economy. As technology continues to evolve, AI Agents will play an increasingly important role in enhancing efficiency, promoting the automated execution of smart contracts, strengthening autonomous collaboration, and achieving multi-chain interactions. It is conceivable that future AI Agents will seamlessly integrate into our daily lives, whether in on-chain DeFi operations or intelligent interactions in the real world, their autonomy and intelligence levels will far exceed today's understanding.
“Great potential is often revealed in the details.”
In 2025, the functions of AI Agents will become more efficient and intelligent, and they will become a core driving force in the Web3 world, promoting profound changes in the decentralized ecosystem. With rapid technological advancements, the autonomy and intelligence of AI Agents will break through the limitations of traditional tools, evolving into an irreplaceable component of blockchain and smart contracts. They will no longer be merely auxiliary tools but intelligent partners capable of making autonomous decisions, executing complex tasks, and collaborating efficiently. Users will be able to rely on AI Agents to complete seamless interactions, asset management, smart contract execution, and various operations within decentralized networks. The rise of AI Agents will redefine our understanding of autonomy, intelligence, and collaboration models, injecting new vitality and momentum into the Web3 world. The year 2025 will be a key starting point for AI Agents to lead a new era of intelligent decentralization.
免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。
