The counterfeit season is coming, and these AI Agent projects are ready to take off
Attachment: How to use tools for data analysis of held projects.Author: Asher, Odaily Planet Daily
After Bitcoin broke through the historical threshold of 100,000 USD, it is currently consolidating at a high level.
In this bull market, Meme, AI, especially AI Agent-related content with Meme attributes, has frequently dominated social media, creating the illusion that if one hasn't invested in Meme coins related to AI Agent concepts, they might miss out on the entire bull market.
Today, Andrei Grachev, co-founder of DWF Labs, posted on the X platform stating, "AI Agent and DeSci seem to be the next hot topics in the market. Both are community-driven, scalable, viral, and align with the global AI/technology FOMO. Both can be launched anywhere without venture capital." It is evident that both retail and institutional investors are keen on projects related to AI Agent concepts. So, for someone like me who is not good at PVP, do the leading projects with Meme attributes in the AI Agent concept hide opportunities for a "second entry"?
In this article, I will also share how to conduct follow-up tracking after finding quality projects, ensuring that buying and selling are well understood.
On-chain Monitoring: More Efficient than Centralized Exchanges
Assuming I have completed my investment selection and am holding, I would ask myself the following questions: What are the top holding addresses of the selected project? How much do they hold? What is the average cost? Did they participate in the internal market or buy after the opening? Are they currently in a loss or profit state? Should I hold without selling or continuously trade to lower the average cost? Are there any newly created "insider addresses"? Which addresses are dumping, and how much potential dumping is left? Which addresses are continuously buying, and how much potential buying power do they have?
To address these questions, I need to use the following tools in combination:
Solana Blockchain Explorer (link: https://solscan.io/): Use the Solana blockchain explorer to find the top holding addresses of the selected project and record them one by one. This process can be used in conjunction with ARKHAM (link: https://intel.arkm.com/). For example, the image below shows the holding address information for ai16z.
GMGN (link: https://t.me/GMGNsolbot?start=i_HiQUsVtn): While determining the top holding addresses, use GMGN to query key metrics such as the buying and selling average prices of the selected addresses. For example, the image below shows the trading price information for a major holder of MAX.
DEX Screener (link: https://dexscreener.com/): Use DEX Screener to see who the new "buying whales" and "dumping whales" are. For example, using the filter button, the image below shows addresses with a single purchase amount greater than 5,000 USD for ELIZA.
At the same time, after obtaining the "top holding addresses," "potential buying addresses," and "potential dumping addresses" through the above methods, use GMGN's monitoring function to keep track of their actions, ensuring that I am well-informed.
After understanding how to track the projects I participate in, let's take a look at the leading AI Agent projects with Meme attributes that are worth noting and have a market cap of over 100 million.
Goatseus Maximus (GOAT)
Project Introduction
GOAT is a Meme coin supported by an AI Agent called "Terminal of Truths." The "Terminal of Truths" AI Agent is an AI chatbot developed by AI researcher Andy Ayrey (referred to as Andy), which automatically interacts with its fans on social media using artificial intelligence technology.
Contract Address: CzLSujWBLFsSjncfkh59rUFqvafWcY5tzedWJSuypump
Secondary Market Performance
According to GMGN data, GOAT's market cap peaked at 1.7 billion USD before dropping to a low of 650 million USD, currently standing at 820 million USD.
Asher says: As the first AI Agent concept coin with Meme attributes and also the most held AI Agent project by market maker Wintermute, if the AI Agent sector ignites the market, GOAT has the potential to become the first project to reach 5 billion or even 10 billion.
Act I The AI Prophecy (ACT)
Project Introduction
Act I is an AI project funded by a16z founder Marc Andreessen. Pleb Capital founder Light revealed that Act I features unscripted and spontaneously generated interactions, multi-agent dynamics, continuous and long-term observation, diverse AI participants, and real-world environments. Since AI Agents are currently isolated, Act I will become an important infrastructure for interaction between these projects and humans.
Contract Address: GJAFwWjJ3vnTsrQVabjBVK2TYB1YtRCQXRDfDgUnpump
Secondary Market Performance
According to GMGN data, ACT's market cap peaked at 900 million USD before dropping to a low of 350 million USD, currently standing at 570 million USD.
Asher says: ACT is the only project discussed in this article that has launched on Binance's spot market, making it a true community coin with a strong community foundation. Additionally, from the K-line structure, it is currently likely in the accumulation phase by the market makers.
ai16z (AI16Z)
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 use AI agents to gather market information, analyze community consensus, and automatically trade tokens both on-chain and off-chain. This new model aims to combine AI trading strategies with decentralized governance through tokenization, providing investors with transparent and trustworthy investment opportunities. Moreover, the project has the endorsement of a16z founder Marc Andreessen, who shared the ai16z concept image and official Twitter link on his official account.
Contract Address: HeLp6NuQkmYB4pYWo2zYs22mESHXPQYzXbB8n4V98jwC
Secondary Market Performance
According to GMGN data, AI16Z's market cap is approaching an all-time high, currently reported at 550 million USD.
Asher says: ai16z is one of the most active projects in the recent AI Agent sector, with its partner Shaw regularly conducting programming tutorials on the X platform, attracting many developers' attention, and also negotiating potential collaborations with companies like the Ethereum Foundation, Magic Eden, and Jupiter. At the same time, ai16z's projects (degenai, ELIZA) are also worth noting; degenai is about to launch its smart agent, and ELIZA is a project supported by official brands.
zerebro (ZEREBRO)
Project Introduction
zerebro is a fine-tuned AI system designed to autonomously create and distribute content across platforms such as Twitter, Warpcast, and Telegram. The core of the zerebro architecture utilizes a retrieval-augmented generation (RAG) system based on the Pinecone and text embedding ada-002 model, maintaining a dynamic memory database from human interactions. The zerebro system is built using modular components, including GPT Wrapper, Action Handlers, etc.
Contract Address: 8x5VqbHA8D7NkD52uNuS5nnt3PwA8pLD34ymskeSo2Wn
Secondary Market Performance
According to GMGN data, ZEREBRO's market cap has rebounded from a low of 240 million USD last month to 435 million USD.
Asher says: zerebro primarily focuses on AI content generation (Meme, social media content), showcasing what the next iteration of on-chain agents should look like. If Truth Terminal is Cryptopunks, then Zerebro is BAYC.
aixbt (AIXBT)
Project Introduction
aixbt is a project created on the AI agent creation platform Virtuals Protocol, focusing on discussions and token analysis of cryptocurrency native agents.
Contract Address: 0x4F9Fd6Be4a90f2620860d680c0d4d5Fb53d1A825
Secondary Market Performance
According to GMGN data, AIXBT's market cap peaked at 310 million USD before dropping to a low of 180 million USD, currently standing at 260 million USD.
Asher says: aixbt primarily focuses on cryptocurrency market analysis. Besides the Solana ecosystem, aixbt stands out in the Base chain Virtuals Protocol and is also a holding project of market maker Wintermute, making it worth watching.
Fartcoin (FARTCOIN)
Project Introduction
The Fartcoin project is an experiment by Andy Ayrey, themed around endless conversations between two AIs, focusing on AI+Cult+MEME themes.
Contract Address: 9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump
Secondary Market Performance
According to GMGN data, FARTCOIN's market cap peaked at 450 million USD before dropping to a low of 140 million USD, currently standing at 240 million USD.
Asher says: Fartcoin is a project launched by Truth Terminal, humorously nicknamed "fart coin" by the community, characterized by humorous memes. With Andy Ayre's "genes" and a lively community atmosphere, it is a highly entertaining AI Agent project.
Dolos The Bully (BULLY)
Project Introduction
Dolos The Bully is an AI Agent that excels in sarcastic humor and delivers high-frequency jokes daily, primarily active on platforms like X and Telegram.
Contract Address: 79yTpy8uwmAkrdgZdq6ZSBTvxKsgPrNqTLvYQBh1pump
Secondary Market Performance
According to GMGN data, BULLY's market cap peaked at 250 million USD before dropping, currently reported at 100 million USD.
Asher says: Dolos The Bully is an entertaining and satirical AI Agent with a specific audience.
