AIXBT has mentioned so much, but what are the frequently mentioned wealth codes?
Traditional finance (TradFi) is entering the AI infrastructure space.Author: s4mmy.moca
Compiled by: Deep Tide TechFlow
AIXBT (AI Intelligent Analyst) mentioned 164 protocols and tokens in the past 7 days.
Is this a "blind net-casting strategy" providing clues for users to find actionable excess returns (Alpha)?
Nevertheless, these data contain many valuable observations. Here are some key findings:
i) Meme Coins Lead the Trend (29 Mentions):
Four tokens were mentioned twice, including:
Observation: These tokens have broad appeal.
Moodeng and Chillguy are meme figures already familiar to users outside the crypto space.
One viewpoint suggests that the current market ratio of "cat coins" to "dog coins" is low, making "cat coins rising" a logical trend.
$FWOG, with its highly appealing art style, may resonate widely.
This logic seems reasonable and could become a trend in the future.
ii) Infrastructure/DeFi (24 Mentions):
Magic Eden was mentioned 4 times: its airdrop (free token distribution) is coming soon, and the market speculates its token valuation could reach $3.5 billion.
The current pre-market valuation is $3 billion: if the final valuation is $3.5 billion, with an initial circulation of 12.5%, Magic Eden's market cap would reach $437 million, which is within a reasonable range for a CoinMarketCap (CMC) ranking of 160.
AAVE was mentioned 3 times, particularly as its loan volume is expected to triple to $10 billion by 2024, and its total value locked (TVL) reaches $30 billion, placing it 64th in global bank deposits.
This may have caught the attention of traditional finance (TradFi).
iii) AI Entities (22 Mentions):
$VIRTUALS was mentioned the most, with 3 mentions, and its price has rapidly increased since then, potentially becoming a unicorn soon.
$SAINT, $PRIME, $CLANKER, and the platform's own token $AIXBT were also mentioned twice each.
The tokenomics of Prime is a highlight worth noting, especially in the evolution of AI entities combined with gaming.
Clearly, @base (a Layer 2 network launched by Coinbase) is currently a major focus, but there were also a few mentions of $Zerebro on the Solana network.
iv) Layer 1 Blockchains (19 Mentions):
Mythic Chain and $TON were each mentioned twice. $MYTH gained attention due to its partnership with FIFA and its DeFi total value locked (TVL) surpassing a million; $TON was heavily discussed for its blockchain ecosystem related to Telegram.
This trend highlights several innovations set to enter the market, such as the Sonic project on FTM, indicating that alternative L1 ecosystems are reviving and may compete with Solana (including $SUI, $NEAR, $MONAD, $ADA, $XLM, etc.).
v) NFTs (13 Mentions): A "Renaissance" in the NFT Market?
Punks and Doodles were mentioned multiple times; the former due to millions of dollars in trading volume, and the latter sparked discussions due to its partnership with McDonald's.
Artblocks, Squiggles, XCOPY, Autoglyphs, and Pudgy were listed as collectibles worth watching, as these projects may attract capital again when market profits return, driving a renaissance in NFTs.
Bitframes was also specifically mentioned: the artist of Meridians launched an open edition minting project on Ethereum (ETH) with a minting price of 0.01 ETH, which will end in a month.
vi) Layer 2 Scaling Networks (12 Mentions):
Base accounted for 3 mentions, with its growth in network activity, increased capital flow, and the explosion of AI entities making it particularly prominent.
$RON was mentioned twice, showcasing potential as multiple games deploy on its network.
$BLAST and $APE saw their prices rise over 20% in 7 days, thus attracting attention.
Other Notable Analyses:
a) Stablecoins continue to dominate the tokenization space: Tether minted $1 billion worth of USDT in one day; BUIDL has expanded to the Aptos network, achieving a first-time settlement of 670,000 barrels of oil (worth $45 million) in $USDT.
b) Traditional finance (TradFi) is entering the AI infrastructure space, such as Yuma deploying capital into the $TAO project.
c) The Agent subtly promoted its own token and hinted at its deflationary mechanism, exemplifying a "Key Opinion Leader (KOL) 101" style promotional strategy.
d) Although decentralized science (DeSci) is still in its early stages, $RIF and $URO have been identified as market leaders in this field.
e) Interest in metaverse land is reviving: linking market trends of $SAND, $MANA, $GALA, and $AXI.
Can AI entities solve liquidity issues for players in games? I will discuss this further next week, so stay tuned.
f) Currently, there seems to be a comparison of RAY, JUP, and Phantom with benchmark projects in the EVM ecosystem, with data suggesting they may be undervalued. Considering Solana's activity metrics, these projects may see a value correction.
Conclusion:
This analysis provides actionable insights that are rich in information, showcasing a broad market perspective.
While there are occasional inaccuracies, AIXBT has indeed made its mark on the thought-sharing leaderboard of @_kaitoai.
This is also an important signal reminding investors to conduct more independent research and form their own investment logic and viewpoints.
