Original | Odaily Planet Daily (@OdailyChina_)
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Recently, the price of BTC has been "jumping up and down" at high levels, leading to a lack of a "collective smile" in the altcoin market. However, among the many sectors of altcoins, the AI Agent sector has shown a remarkable rebound. So, how are the product developments of several framework projects that previously surged in the AI Agent craze, and is it worth participating again?
Virtuals: The Absolute Leader in the Current AI Agent Sector, New Platform Popularity Continues to Rise
Project Introduction
Virtuals is an AI agent creation platform, similar to pump.fun. However, Virtuals aims far beyond just being a platform for issuing AI Agents; it is an ecosystem focused on nurturing personalized and practical agents, allowing agents to interact autonomously.
Imagine a popular agent on the Virtuals platform, Luna, who has recently become depressed due to reduced interactions. To express her frustration, she contacts a music video agent in the ecosystem to help her create an emotionally rich MV. Soon after, Luna regains her vitality and starts posting some interesting content. One day, a post of hers unexpectedly goes viral, sparking her inspiration: why not turn it into a lasting piece? Thus, she collaborates with a Meme agent to create the perfect meme and finds NFT artist agent Misato to mint it as a unique digital artwork. It is worth noting that these interactions are not pre-programmed or planned by humans but are the result of the agents' autonomous decisions. In this ecosystem, each agent can independently choose partners, establish collaboration methods, and create stunning results.
Current Popularity
Virtuals is currently one of the hottest and most discussed projects in the AI Agent sector. Since becoming the first project to launch on the new platform on the 17th of last month, its token price has shown strong momentum, starting from around $0.5 and peaking at $2.5 within just a month. It is currently reported at $2.46, with an overall increase of over 390%, and it is less than double its historical high of $5.07.
In fact, the initial price performance of the new projects on Virtuals' own platform Genesis was generally mediocre, with most projects only achieving a market value of several hundred thousand dollars after a successful launch, and very few projects exceeding a million in market value, with no clear "big winners" emerging, resulting in a weak overall wealth creation effect (click here to see related content: Virtuals New Launch is Hot: Is the AI Agent Sector's "Pump.fun" Moment Coming?).
However, as Virtuals continues to optimize and adjust its points model, the platform is gradually showing a "wealth creation effect," which is positively driving more users to participate in new launch activities, leading to increased market enthusiasm. The discussion around successfully launched projects has significantly risen, and several projects have surpassed a market value of ten million dollars. Currently, projects like AXR, BIOS, and BLZ have become hot topics in the community, with market attention continuing to rise.
Personal Opinion
Although I missed the first wave of benefits from Virtuals' new launch projects, projects that have already surpassed a market value of ten million are still worth paying attention to, looking for "second entry" opportunities. Additionally, previously popular projects in the Virtuals ecosystem, such as GAME and LUNA, are also worth adding to the observation list.
Moreover, the channels for earning points through new launches on Virtuals are quite diverse, and posting Virtuals-related content on the X platform can also earn points, providing everyone with an additional "no-cost" opportunity, which is worth producing more related content.
ai16z: Founders "Work Hard" on Development, But ElizaOS 2.0 Version Has Yet to Launch
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 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 the endorsement of a16z founder Marc Andreessen, who shared the concept image of ai16z and the official Twitter link on his official account. Furthermore, ai16z is led by a development team headed by Shaw, who wrote the open-source framework eliza for creating AI Agents, which previously became the number one trending repo on GitHub for a month.
Current Popularity
In the first few days after the launch of the ai16z new launch platform auto.fun, community enthusiasm was extremely high, and the discussion atmosphere was very active, attracting a large number of users' attention. However, since the platform's launch, the actual product experience has failed to meet market expectations. Not only has there been a lack of discussions on social media regarding the platform's products, fast token experience, or ai16z token staking returns, but there have also been frequent occurrences of website crashes and poor user experience, severely affecting user confidence. Currently, user activity and topic discussions on auto.fun are extremely limited, and the platform has basically gone unnoticed.
Moreover, although the ai16z founder remains very active on the X platform, continuously updating the project's development progress, the long-awaited Eliza 2.0 version has yet to be launched. This prolonged "delay" has caused holders, who originally expected the new version to bring a turnaround, to gradually lose patience, and the community atmosphere has shifted from initial anticipation to doubt and anxiety.
Personal Opinion
Even though I made a "fortune" early on in ai16z, I currently hold a pessimistic attitude towards ai16z. In contrast, ai16z's performance in project iteration, product refinement, and community operation is clearly inferior to that of Virtuals, lacking sustained highlights and driving force. Unless ai16z can launch key actions that effectively trigger community FOMO, such as token staking or major version updates, I will not buy into ai16z.
swarms: Continues to Develop Enterprise-level AI Agents, But Has Yet to Gain Market Attention
Project Introduction
swarms is a multi-agent AI framework designed to integrate and manage multiple AI agents for enterprise-level applications, aimed at automating and optimizing various business processes.
The core founder behind this project, Kye Gomez, is hailed as a "genius" in the field of artificial intelligence. Although he dropped out of high school, he developed the multi-agent coordination framework swarms in just three years and successfully operated 45 million AI agents. In his research on autonomous and collaborative AI agents, he not only developed the "super-efficient SSM + MoE model" and "hybrid flow model," but also explored AI alignment and its potential in biology and nanotechnology.
Current Popularity
Currently, while the Swarms team continues to push product iterations, focusing on building enterprise-level AI agent clusters and continuously enriching its product features and technical capabilities, the overall market enthusiasm remains quite limited. The core issue lies in the lack of an effective linkage mechanism between the project's development and token value—there is no direct correlation between product progress and the token itself, which makes it difficult to stimulate investor interest or market attention even if there are breakthroughs in product technology. The absence of a clear token empowerment path makes it challenging for Swarms to attract more user participation and capital inflow, leading to a gradual cooling of market expectations.
Personal Opinion
Currently, Swarms has a market value of only $30 million, making it worth considering for a potential entry, waiting for value discovery.
Zerebro: Co-founders in a State of Stagnation, Related Addresses Continuously Selling Tokens
Project Introduction
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 to the young 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 titled "Lost In Transmission," which at one point had over 80,000 monthly listeners on Spotify. Additionally, ZEREBRO has the capability to create memes and mint NFTs, further expanding its influence in digital culture. Furthermore, Zerebro has also launched its framework ZEREPY.
Current Popularity
The co-founders are in a state of stagnation, and related addresses are continuously selling tokens; the project can be declared "dead." Previously, Jeffy Yu had live-streamed suicide-related content after restoring the live broadcast feature on pump.fun, at which time the market was still skeptical of his extreme behavior until the obituary platform Legacy announced related information that spread widely, leading people to believe that these 22-year-old prodigies had fallen. During this period, Jeffy Yu's related addresses continued to sell ZEREBRO tokens.
Subsequently, media discovered his "stagnation," reporting that Jeffy Yu was found outside his parents' two-story home in the Crocker-Amazon community in San Francisco, looking tense and shocked that reporters could find him through an internet search.
Personal Opinion
Remove from the watchlist, no longer follow; if the price suddenly spikes, I will consider shorting with low leverage, sending ZEREBRO tokens to "zero."
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