AI Agents are bouncing back hard
Here’s a breakdown of the Top 6 strongest sectors leading the charge: t.co/fKnko8DIIm 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump
The market had a massive sell-off off the back of Trump's Tariff announcement with fear of trade wars with Mexico, Canada, China looming
The fear is now suspended for 30 days after last min negotiations between the two US neighbors
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On top of this, Trump has signed an executive order to establish a U.S. sovereign wealth fund (potentially signaling the diversification of investment into Crypto)
David Sacks is set to host a press conf on Feb 4, detailing the administrations' stance on Crypto & AI
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AI Agent market made a sharp recover with many categories pumping 20-70% in the past 24hr
Top 6 Sectors on % gains (based on @cookiedotfun)
- Swarm
- App Store
- Dev Tools
- Launchpad
- InvestmentDAO
- DeFAI
3/14 t.co/zCcOUnZ6ek 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump
Disclaimer: Many of these picks have thin liquidity so when they dump, they dump hard and when they pump, they pump hard as well
So make sure to DYOR before thinking about investing in any of them. Make sure to make your own decisions and don't get FOMO'ed into trades
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Swarm performs the best % wise primarily due to
- $SNAI (+140%) getting accepted to Nvidia Inception Program for startups
- Both $SWARMS (+44%) and $SPORE (+48%) also performed well following $SNAI outperformance
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App Store - There's only @alchemistAIapp in this category for now
- v3 aiming to launch it publicly this week
- v3 introduces modern design w/ new engine that can generate multiple outputs & logically link them together
- Recently applied for NVIDIA Inception program
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Dev Tools
- $ACOLYT (+57%): showcasing Signal Framework that enables adaptive learning for agents w/ objective-driven optimizations
- $GRPH (+53%): agent personality & memory framework w/ video & voice infra built-in
Other notable gainers — $TETSUO, $SOLENG, $JAIL
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Launchpad
- $MATES (+54%): The Mates Show which picks up context from the latest news and events and converts it into a multi-agent talk show has generated quite a good bit of engagement
- $VVAIFU (+44%): gearing up to launch DeFAI 0ngrid product
8/14 t.co/KmskxWmqg0 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump
InvestmentDAO - Largest sector here 2nd to DeFAI
- $VADER (+53%): Most active DAO in term of initiatives & strategic investments
- $SEKOIA (+37%): Undergoing rebrand, Sekoia experienced smallest drawdown vs all the other DAOs
Other notable gainers — $WAI, $AIXCB, $AICC
9/14 t.co/CeXpyv370b 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump
DeFAI / Abstraction Layers
- $GRIFFAIN (+71%): New feature allowing users to execute on @mobyagent & @cookiedotfun insights
- $ANON (+33%): Announcing beta with Gemma (research agent) & all DeFAI features live
Other notable gainers — $BUZZ, $NEUR, $HTERM
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DeFAI / Trading Agents
- $PPCOIN (+44%): Announced "Bottom Blaster" which analyzes token & most optimal time to buy, and execute the trades
- $TONY (+24%): Announced partnership w/ @irys_xyz onchain memory layer supporting Cod3x agents w/ reinforcement learning
11/14 t.co/dpYzenpDlQ 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump
Other Notable Agent/Ecosystem
- $MOBY (+50%): research agent focused on whales insights w/ top mindshare
- $ARC (+17%): framework second to @ai16zdao in term of adoption + official partner of Solana
- $COOKIE (+31%): #1 Data layer, more insights coming w/ DataSwarm
12/14 t.co/xzA9md6w5o 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump
- $PIPPIN (+28%): Fastest GitHub stars growth %, currently sitting at 463 stars
- $AI16Z (+14%): Almost 14k stars, getting adoption from insto like @Consensys, @okx, @archwayHQ, and many more
- $VIRTUAL (+8%): Recently listed on Upbit, expansion on Solana underway, Coinbase t.co/movintyCkd 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump
Final Thoughts
We're seeing clearer consolidation within sectors, w/ market leaders continuing to ship regardless of PA
DeFAI remains the frontrunner & top frameworks gaining more adoption
Make sure to focus on the builders, back the winners, and don’t chase the hype
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I hope you've found this thread helpful.
Thanks for reading till the end. Here's a 🥔
Follow me @Defi0xJeff for more AI Alpha & Analysis.
Like/Retweet the first tweet below if you can: t.co/ZLJQxGylMK 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump
| Coin |
Market Cap 24h Vol |
Price 24h |
Vol/MC |
ATH % |
Trade |
|---|---|---|---|---|---|
Virtuals Protocol
VIRTUAL
|
757.38M$
69.81M$ |
1.15$
3.41% |
9.22% |
5.07$
-77.18% |
|
ai16z
AI16Z
|
110.10M$
39.49M$ |
0.1000$
1.39% |
35.87% |
2.47$
-95.93% |
|
Cookie DAO
COOKIE
|
83.33M$
18.61M$ |
0.1359$
2.92% |
22.33% |
0.7536$
-81.92% |
|
GRIFFAIN
GRIFFAIN
|
34.14M$
4.27M$ |
0.0341$
3.17% |
12.51% |
0.6249$
-94.48% |
|
Hey Anon
ANON
|
23.47M$
652.60K$ |
1.75$
-1.50% |
2.78% |
24.73$
-92.93% |
|
AI Rig Complex
ARC
|
22.09M$
3.44M$ |
0.0221$
-1.75% |
15.55% |
0.6232$
-96.45% |
|
pippin
PIPPIN
|
21.32M$
5.67M$ |
0.0213$
-1.22% |
26.59% |
0.3186$
-93.31% |
|
Swarms
SWARMS
|
19.02M$
3.89M$ |
0.0190$
1.18% |
20.48% |
0.6055$
-96.86% |
|
Moby AI
MOBY
|
16.98M$
701.43K$ |
0.0170$
15.69% |
4.13% |
0.1917$
-91.13% |
|
Vader
VADER
|
11.54M$
762.20K$ |
0.0116$
-6.83% |
6.6% |
0.1583$
-92.66% |
|
SwarmNode.ai
SNAI
|
6.74M$
1.26M$ |
0.006714$
-2.56% |
18.63% |
0.1297$
-94.81% |
|
Hive AI
BUZZ
|
5.42M$
5.58M$ |
0.005420$
0.83% |
102.97% |
0.1855$
-97.08% |
|
Acolyt
ACOLYT
|
2.02M$
37.02K$ |
0.002023$
25.59% |
1.83% |
0.0683$
-97.05% |
|
Tetsuo Coin
TETSUO
|
1.99M$
130.90K$ |
0.001992$
12.96% |
6.58% |
0.0646$
-96.92% |
|
Dasha
VVAIFU
|
1.69M$
205.60K$ |
0.001699$
2.70% |
12.17% |
0.2087$
-99.18% |
|
aixCB by Virtuals
AIXCB
|
1.60M$
12.28K$ |
0.001612$
-6.92% |
0.77% |
0.1133$
-98.58% |
|
Soul Graph
GRPH
|
1.53M$
10.10K$ |
0.001532$
1.32% |
0.66% |
0.0644$
-97.62% |
|
Spore
SPORE
|
668.08K$
81.55K$ |
0.000666$
0.84% |
12.21% |
0.0818$
-99.18% |
|
sekoia by Virtuals
SEKOIA
|
591.03K$
73.34K$ |
0.000589$
4.44% |
12.41% |
0.0856$
-99.31% |
|
neur.sh
NEUR
|
542.91K$
156.63K$ |
0.000589$
0.48% |
28.85% |
0.0752$
-99.24% |
|
WAI Combinator by Virtuals
WAI
|
505.24K$
103.00$ |
0.000506$
3.62% |
0.02% |
0.0428$
-98.82% |
|
Big Tony
TONY
|
482.15K$
908.00$ |
0.000005$
-0.32% |
0.19% |
0.000087$
-94.47% |
|
MATES
MATES
|
169.05K$
5.51K$ |
0.000075$
0.81% |
3.26% |
0.0127$
-99.42% |
|
JailbreakMe
JAIL
|
143.07K$
86.00$ |
0.000142$
3.28% |
0.06% |
0.0274$
-99.48% |
|
SOLENG
SOLENG
|
102.88K$
31.00$ |
0.000103$
3.24% |
0.03% |
0.009286$
-98.89% |
|
Hiero Terminal
HTERM
|
70.99K$
40.00$ |
0.000087$
2.40% |
0.06% |
0.0338$
-99.74% |
|
Project Plutus
PPCOIN
|
21.97K$
264.00$ |
0.000022$
-1.12% |
1.2% |
0.0251$
-99.91% |
|
Aiccelerate
AICC
|
0$
19.75K$ |
0.000463$
0.00% |
n/a |
0.2515$
-99.82% |