In the past three months, the overall market value of AI Agents narratives has increased by 7000%, while Memecoins have only risen by 15.19%.

Written by: Ignas, Crypto KOL

Compiled by: Felix, PANews

Forget the memecoin supercycle; AI Agents surpass everything, and it's far from over. The following chart compares the price performance of AI Agents with other narratives:

In the past three months, the overall market value of AI Agents narratives has increased by 7000% (driven by new products), while Memecoins have only risen by 15.19%.

As shown in the chart below, considering the volatility of newly launched AI tokens, AI Agents have also performed excellently over the past 30 days, rising by 75%, while Memecoins have dropped by 25%.

There are several reasons to compare Memecoins with AI Agents:

First, the memecoin craze was driven by low float, high FDV VC tokens. Most AI Agents are mindful of these cautionary tales and launch with little to no VC funding.

More importantly, many AI Agents tokens are launched in a manner similar to Memecoins on platforms like Pump.fun or AI incubation sites like Virtuals. They start trading at lower market caps, allowing early buyers to profit from the rise. Without Memecoins, the performance of AI Agents might be entirely different.

Secondly, AI Agents possess a distinct, self-updating culture, even a "cult meme," and carry some practicality.

Just like aixbt continuously adapts to current narratives and themes. They are also native cryptocurrencies, while OG Memecoins are cultural imports from Web2 (with a few exceptions, like $PENGU).

In contrast, OG Memecoins stagnate and require constant support from human communities to maintain relevance/vitality.

As crypto KOL redphone stated, "Nothing is more exhausting than memecoins."

Finally, AI Agents have successfully captured market attention from Memecoins, resulting in a corresponding liquidity shift. The author previously witnessed a change in one of their wallets:

A Degen hot wallet that could trade at will, chasing popular narratives, has completely transformed its portfolio from pure Memecoins to AI Agents without realizing it. The profits of this wallet have increased significantly, but if it had still held those Memecoins, the returns would have been dismal.

So, is this an AI Agents supercycle or just a simple narrative rotation?

Crypto KOL redphone mentioned in a 2025 prediction that "ordinary" Memecoins will launch proxy mascots/ambassador robots (or Memecoins will begin to slowly decline until they become insignificant).

It's a bold prediction, but if it happens, it wouldn't be surprising.

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