Investment Opportunities in DeFAI under the Trump Effect: A Brief Analysis of 25 Potential Projects

Original: Cookies

Compiled by: Yuliya, PANews

DeFAI is a concept pioneered by @danielesesta (founder of @HeyAnonai and creator of the 2021 DeFi summer Wonderland $TIME). Essentially, DeFAI combines DeFi and AI, aiming to simplify the operational complexity of DeFi through artificial intelligence, making it more accessible for the average user.

The recent market adjustment has provided investors with a potential entry opportunity.

Listed on CoinGecko

1. $AIXBT-aixbt- Market Analysis AI Agent

An AI-based market analysis agent system focused on generating actionable Alpha strategies and identifying market narratives. It ranks first on the Kaito AI crypto Twitter influence list, holding a 31.11% market share in the AI agent market. It features:

• In-depth fundamental analysis: Provides multi-dimensional insights such as project DAU metrics, revenue data, product iteration roadmap, etc.
• Social interaction mechanism: Supports Twitter platform users to tag interactions (responses not guaranteed).
• Professional terminal service: Holding 600,000 $AIXBT grants terminal privileges, ensuring query responses.
• Technical innovation capability: Has token issuance functionality (successfully issued $CHAOS via Simulacrum AI), supports NFT identity display (integrating the Quantum Cats series from the Taproot Wizards ecosystem).

Token economic model

• Functional rights: Authorized access to the aixbt professional terminal for exclusive market analysis.
• Governance rights: Participation in project decision-making governance.

Similar projects

• 3σ: Comprehensive market analysis service.
• ASYM: Focused on token binding mechanism research.
• Acolyt: Refined market analysis.
• Bloomsperg Terminal: Multi-dimensional analysis (technical, fundamental, market sentiment).
• kwantxbt: Professional technical analysis.

2. $GRIFFAIN-griffain- Abstract Platform

An intent-based smart terminal dedicated to simplifying the complexity of on-chain transactions, providing an intuitive operational experience. It has gained strategic investment support from Solana Labs and sparked widespread attention in the Twitter community. The project offers the following features:

• Personalized agent system: Users can create customized agents, supporting specific command configurations, and can authorize wallet access to execute on-chain operations. Application example: Automatically execute "swap 100 USDC for SOL" commands.
• Specialized agent services: Developed and deployed by Griffain, with targeted functionality design (e.g., token sniping strategy execution).

Token economic model

• Current transaction fees are primarily settled in $SOL.
• Specific application scenarios for the $GRIFFAIN token are yet to be clarified.

• Strategic advantages

Main competitors include:

• HeyElsa
• Hiero Terminal
• StrawberryAI
• Project Plutus
• blormmy
• Hyperfly (based on the Hyperliquid platform).

3. $PAAL-PAAL AI- Agent as a Service (AaaS)

An intelligent agent platform aimed at various use cases. It offers a range of bots:

• Paal Bot: For answering questions.
• Enterprise Agent: For automating enterprise processes.
• Autonomous Trading Agent: For trade execution.

Token functions

• Revenue sharing: $PAAL holders can share platform profits.
• Premium features: Unlock advanced privileges on the platform.

Similar platforms

• GT Protocol.

4. $ANON-Hey Anon- Abstract Platform

A DeFi abstraction layer that executes DeFi operations through conversational language (via Telegram bot) and combines AI-driven market insights. The launch of Hey Anon has sparked a huge wave, creating a new category of DeFAI. It offers the following features:

• Various DeFi operations: Such as swapping, lending, cross-chain bridging, etc.
• Gemma: Research agent that can gather investment information and trends from platforms like Twitter and Telegram.
• AUTOMATE: A TypeScript-based framework that supports integration of DeFi protocols with Hey Anon, providing users with an abstracted experience.
• Multi-chain support: Currently supports Arbitrum and Base, with plans to support Solana in the future, aiding in building cross-chain DeFi abstractions.

Token functions

• Access rights: Used to unlock AI agent services.
• Reward distribution: Tokens are distributed through funding programs.
• Governance functions: Token holders can participate in protocol development decisions.

5. $GRIFT-Orbit- Crypto AI Platform

A platform for easy DeFi interactions and obtaining investment information. Orbit is developed by SphereOne and supported by Alliance. It is one of the most feature-rich terminals currently available. It offers the following features:

• Seamless DeFi execution: For example, yield farming.
• Investment information acquisition: By tracking Twitter accounts to find investment opportunities.
• Task scheduling: For example, automatically swapping to SOL when certain conditions are met.

Token functions

• Premium feature access: Exclusive access to advanced platform features.
• Revenue sharing: Token holders can share platform profits.

6. $SPEC-Spectral- Trading Agent

A perpetual contract trading agent. The platform has a large number of duplicate agents, making it appear somewhat cluttered. There is considerable friction in agent interactions, as users must first purchase agent tokens (in contrast, they prefer Orbit's mechanism). It offers the following features:

• Users can create agents (similar to pump.fun) and grant them wallet permissions for perpetual contract trading.
• Agents have an interactive "thinking brain" that displays their decision-making process.
• By purchasing agent tokens, users can interact with agents and influence their decisions.

Token functions

• Users must hold $SPEC to create agents.
• Participate in governance and influence agent behavior.

7. $MODE-Mode- Abstract Platform

Mode is an AI-driven Layer 2 solution with 1,684 agents, completing 4,066 transactions, managing funds of $304,000. It features:

• Mode AI terminal: Executes DeFi operations through natural language.
• AI agent app store: Access to agents with various on-chain capabilities.
• Data layer: Analyzes market data, training agents to perform well in volatile markets.

• Provides early access to new features and premium functionalities.

8. $DRV-Derive- Trading Platform

This is a full-stack AI-driven trading platform. Those interested in trying Derive Pro can join the waitlist. It offers the following features:

• Research functionality: Access to Messari's news, trends, and market data through prompts.
• Execution functionality: Converts market views (e.g., bullish/bearish) into one-click executable trades.
• Portfolio management: Customizable interface through prompts.
• The token function is not clearly defined yet, but may be used for paying prompt and execution fees.

Similar agents

• Loomlay.

9. $BUZZ-The Hive-Launchpad

A crowd-structured on-chain execution platform, which has the fastest execution speed among all terminals tried. The platform has already provided a wide range of practical features. Hive AI won first place in the Solana AI hackathon. It offers:

• On-chain DeFi execution: Complete operations such as swaps, liquidity provision (LP), staking, etc., through natural language prompts.
• Portfolio agent: Helps users identify yield opportunities for idle assets.

• Currently, there is no detailed information on the use of $BUZZ.

10. $EMP-Empyreal-Launchpad

This is a platform that allows launching agents and executing on-chain operations via social media. Kudai is deployed through Simulacrum AI, which is supported by Empyreal. It offers:

• Social media execution: Execute on-chain operations by simply commenting on social media platforms (e.g., Twitter, Farcaster, Reddit).
• Validator network: Verifies the authenticity of messages before execution.

• $EMP stakers can enjoy revenue sharing.

Notes

• It would be better if a private instruction option (e.g., private chat box) could be provided.
• A side extension to prompt users to input instructions while browsing social media would be more convenient.

Similar agents

• Bankr.

11. $ALPHA-AlphaArc-Launchpad

AlphaArc is an on-chain data-driven analysis agent platform, similar to aixbt but more focused on on-chain analysis. It offers:

• Alpha Studio: Supports building agents capable of analyzing complex databases and generating actionable insights based on that.
• AI Agents Hub: Access to a list of agents created by other users.

12. $OLAS-Autonolas-Launchpad

As one of the earliest launched agent frameworks, Autonolas provides:

• A complete agent building framework.
• Users can build their own agents using the provided framework.
• $OLAS tokens need to be staked when creating AI agents.

Similar agents

• LayerAI.

13. $GATSBY-Gatsby-DeFAI Infrastructure

This is an agent platform focused on on-chain data analysis, seemingly more suitable for professional/experienced traders, where trading execution conditions can become more flexible and innovative (based on real-time blockchain data). It features:

• Query functionality: Provides data-driven answers.
• Exploration functionality: Checks wallet transaction records.
• Execution functionality: Backtests trading strategies.

14. $SNAI-SwarmNode.ai-Launchpad

Swarmnode is a serverless AI agent deployment platform that can create groups of agents focused on specific verticals and discover arbitrage opportunities through coordinated information sharing. It offers the following features:

• Serverless deployment: Supports cloud-based agent deployment without server management.
• Pay-as-you-go: Supports running agents on demand, charging only for active time, improving cost efficiency.
• SwarmNode system: Coordinates collaboration between multiple agents.

15. $NEUR-neur- Abstract Platform

Neur is an intelligent assistance tool in the Solana ecosystem, providing comprehensive and detailed answers with fast response times. It offers the following features:

• Intelligent agent system: Obtains Web3 native insights through natural language prompts.
• Seamless on-chain execution: Supports token swaps, token issuance, NFT trading, etc.
• Token uses include: Open-source development contributions, community-driven programs, developer grants and rewards, and technical infrastructure improvements.

16. $STRDY-Sturdy-DeFi Optimization Platform

This is a platform focused on AI-optimized lending yields:

• Utilizes AI to identify yield opportunities across numerous lending markets.
• The token is used as a governance token.

Not Listed on Coingecko/Token Not Issued

17. $PROMPT-Wayfinder Foundation- Abstract Platform

Wayfinder Foundation is dedicated to simplifying DeFi interactions:

• Creators can create "shells" on Wayfinder containing instructions for executing specific DeFi operations, such as swapping 100 USDC for SOL and depositing into sanctum.
• Users can execute with a click, without manually completing complex steps.
• The $PROMPT token (not yet launched) will be used for:
• Staking to create "shells".
• Paying fees to access "shells".

18. $MOZ-Mozaic-DeFi Optimization Platform

As one of the earliest AI-driven yield protocols:

• Focused on AI-optimized cross-chain yield and liquidity strategies.
• Mozaic can identify optimal yields and regularly rebalance positions.
• The token is primarily used for governance functions.

19. $MONK-Monk- Trading Agent

A research and trading assistant developed by the Fere AI team, offering the following features:

• Based on multi-agent intelligence (FerePro, MarketPulseAgent, InvestmentAgent).
• 24/7 market analysis and trading.
• Capable of providing data-driven market insights based on prompts.

20. $MOBY- Moby AI- Market Analysis Agent

An AI-assisted tool supported by AssetDash, Whale Watch, and griffain:

• Special focus on assets with significant whale activity.
• Provides targeted market insights.

Similar projects

• Gekko AI.

21. $T3AI-t3-DeFi Optimization

An AI agent focused on lending:

• Provides low-collateral lending services.
• Automated risk management system.

22. $CATG-Boltrade- Trading Agent

A data-driven trading agent:

• Trades based on insights available on BoltradeDEX.
• Provides a comprehensive indicator analysis system.

23. ConsoleKit-Brahma-DeFAI Infrastructure

Focuses on wallet access control for AI agents:

• Sets boundaries for on-chain operations that AI agents can execute.
• Protects users from malicious agent behavior or agent hallucinations.
• Provides critical security infrastructure.

24. Slate- Abstract Platform

An intent-based DeFi execution platform:

• Supports cross-chain DeFi execution.
• The terminal clearly displays the DeFi execution path.
• The interface is clear and operations are intuitive.

25. vainguard-DeFAI Infrastructure

An autonomous trading agent platform:

• Initially focuses on providing autonomous trading services for humans.
• Plans to provide fund management services for agents in the future.
• Aims to become a fund manager for agents.

Conclusion

After an in-depth analysis of 25 DeFAI protocols, the following key observations can be made:

• As an emerging field, most DeFAI projects are still in the testing phase.
• The actual performance of trading agents still needs time for validation.
• The automated DeFi execution mechanism is a major highlight, successfully simplifying complex operational processes and enhancing user experience.
• Currently, it is relatively difficult to establish competitive barriers in the DeFAI field, as many projects have similar functionalities and positioning.
• It is worth noting that the token value acquisition mechanisms of most projects are not prominent, with some even lacking practicality altogether.
• Additionally, some terminals exhibit significant delays in query responses, which may stem from underlying chain performance limitations or insufficient agent optimization.

For developers deeply engaged in AI and crypto, Monad offers an extremely attractive option. The project is innovating the consensus mechanism and execution layer from the ground up, aiming to create a high-performance blockchain network expected to achieve 10,000 TPS processing capability. This provides an ideal infrastructure platform for developers committed to building the next generation of DeFAI applications, with the potential to help projects overcome performance bottlenecks and achieve larger-scale applications.