As the wealth effect heats up, how to find the "direct ace" of AI Agents on the BNB Chain?

Web3 农民 Frank
2025-03-03 11:44:34
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CZ's next "live commerce," in which direction might the "direct ace" on the BNB Chain emerge?

Written by: Web3 Farmer Frank

Under CZ's personal involvement in "bringing goods," which "direct line ace" on the BNB Chain might emerge from which direction?

The answer may lie in the latest weekly ranking of the BNB Chain Meme Liquidity Support Program, especially since the official announcement added a key footnote to this game------the AI Agent token SirenCoin, due to a "technical misjudgment" from backend data delays, actually surged from Tier 3 to Tier 2 (from 6th to 3rd place) as a dark horse, securing $400,000 in liquidity support.

The wealth effect storm of the AI track on the BNB Chain has been brewing for a while, and CZ's statement that he "hopes to see more AI Agent developments with practical scenarios" has clearly released a positive signal that Binance's resources are prioritizing AI Agent projects , so the recent surge in conceptual tokens has also raised the listing expectations for projects like MyShell.

The market logic has always been subtle, and under CZ's repeated statements, the BNB Chain ecosystem's AI Agent track has clearly entered a state of full mobilization, likely becoming a key sector of the wealth effect for BNB Chain and even Binance.

The question is, who can become the biggest growth point among them? What key clues can be further explored?

The Wealth Effect of BNB Chain Under CZ's "Bringing Goods" Logic

From a macro perspective, the rapidly developing AI × Crypto narrative has gradually shifted from the initial AI Meme craze to practical and interactive AI Agents. The entire market's attention has transformed from random token speculation to actual technological implementation, marking a comprehensive shift in focus for funds, users, and developers.

This is also the core logic behind CZ's recent frequent public cues to the AI track------from AI memes to decentralized AI labeling to AI Agents, CZ's attention signifies the flow of Binance's resources , which is not a whim but a planned ecological layout for the BNB Chain.

To put it directly, behind CZ's recent series of seemingly "strange" behaviors, there have long been clues------from calling for meme tokens to publicly supporting AI Agents, he is essentially testing the incremental opportunities for the BNB Chain:

After all, despite Ethereum facing numerous criticisms, it remains firmly positioned as "too big to fail," while Solana successfully transformed into a "meme paradise" before this PvP melee. Only BNB Chain's ecological narrative remains trapped in the unclear stock game, still lacking a sufficiently differentiated label that can support user growth, trading volume, and liquidity.

From this perspective, CZ and BNB Chain's AI Agent strategy is not merely following the trend but leveraging Binance's resources to achieve a carefully planned ecological breakthrough------based on Binance's capital, developer community, and infrastructure, shaping the perception of "BNB Chain = Web3 Smart Service Infrastructure" and embedding it into the market mindset.

So, regardless of whether the AI Agent's real-time decision-making, user interaction, and data training needs are inherently compatible with BNB Chain's high throughput characteristics, as long as it can activate the dormant developers and user base, it is likely to become BNB Chain's "direct line ace."

Next, it depends on who can seize this ace first.

In fact, within the current BNB Chain ecosystem, there are already some AI Agent projects that are beginning to show explosive potential and could become the frontrunners of the next narrative.

What AI Agent Projects on BNB Chain Are Worth Noting?

If we set the standards, there are mainly three points:

  • Technical differentiation: Can it solve real user pain points rather than merely riding the hype (as CZ emphasized at the beginning regarding AI Agent development with practical scenarios);

  • Resource backing: Has it received support from Binance's capital, developer community, and infrastructure;

  • On-chain data: Do indicators like user growth, trading volume, and liquidity have sustainability;

SirenCoin

SirenCoin is quite interesting; it is the first AI Agent token on the BNB Chain, primarily providing market insights and signal sharing through the SirenAI investment analysis agent, and it features a dual-personality AI entity------the Golden personality corresponds to conservative decision-making, while the Crimson personality corresponds to aggressive decision-making. Both selection modes can autonomously choose investment tokens, which aligns well with the factor of "technical differentiation."

With its AI retrieval and analysis capabilities and independent servers, it goes beyond basic AI data analysis to involve more complex market strategies and signal monitoring. It enables data-driven transparent decision-making and intelligent strategy optimization, allowing every user to directly access the latest and hottest on-chain investment insights.

Currently, SIREN's total market capitalization reaches $54 million, making it an absolute leader in the BNB Chain ecosystem's AI Agent field, with a first-mover advantage in the "on-chain data" dimension.

ANDY

ANDY initially started as a pure meme token on the BNB Chain but is now evolving towards AI Agent + EduFi, which is also a label that CZ has consistently promoted.

Its core is to leverage AI Agent technology to create an intelligent assistant platform for the education sector, providing personalized learning support to help students improve their academic performance while guiding Web2 users to seamlessly transition into Web3, especially exploring blockchain-driven educational model innovations.

Currently, ANDY's total market capitalization is only $3.34 million, making it a uniquely distinctive AI education solution provider in the BNB Chain ecosystem.

Tagger

If you frequently follow AI, you should be familiar with the concept of "labeling." Models like ChatGPT, Grok, and Gemini rely heavily on vast amounts of labeled data for training and iteration; the more labeled data you provide to GPT, the smarter it becomes.

Tagger is a decentralized AI data platform that primarily addresses efficiency and security issues in data collection, labeling, certification, and trading. It helps users quickly label images, text, audio, and other data using AI-assisted tools while ensuring the authenticity and ownership of data through blockchain technology------users can freely trade data on the platform to earn income and share data to promote AI model training.

Currently, Tagger's total market capitalization is approximately $16 million, and CZ recently mentioned decentralized AI labeling, which aligns well with his views on the AI labeling field.

Who Will Be the Next Seed Player?

Since MyShell, as a representative AI project on the BNB Chain, secured tens of millions in financing, and with CZ's recent frequent personal involvement in bringing goods, a hidden yet increasingly clear pattern has begun to emerge:

In addition to the above "technical differentiation" and "on-chain data" factors, the flow of Binance's resources, i.e., the "resource backing" dimension, has undoubtedly become an obvious indicator.

Especially when CZ personally participates and publicly supports a specific niche, many officially promoted signals become less difficult to detect. For example, in the projects mentioned above, SirenCoin's development path clearly reflects Binance's supportive layout trajectory for AI Agents:

  • On February 19, it directly launched on Binance Alpha;

  • Two days later, BNB Chain announced SIREN as the winning project of the Meme Liquidity Program Day 3;

  • Additionally, BNB Chain stated it would disburse $200,000 in liquidity funds to support SIREN;

  • Then this week, as the "protagonist of the technical misjudgment incident," it surged to Tier 2 in the weekly ranking, securing $400,000 in liquidity support;

This seemingly "coincidental" multiple push undoubtedly hides some inevitability, and it can even be said that each step precisely hits the resource delivery nodes of the Binance ecosystem.

Especially under the backdrop where CZ and Binance are almost openly promoting the ecological construction of the BNB Chain and AI Agents, when a project simultaneously meets the three key elements of technical differentiation, resource backing, and on-chain data growth, it is highly likely to enter a more critical ecological position.

From this perspective, the dual buff of Binance's resource backing + winning the liquidity competition has already led the market to actively associate and fully price in the implicit narrative of "Listing on Binance" for SIREN. This potential market expectation not only enhances SIREN's market appeal but also provides a deeper imaginative space for its future development.

Therefore, in this fierce positioning battle for AI Agents, these early layout signals are not entirely impossible for ordinary users to capture.

For instance, an interesting detail is that SirenCoin recently revealed in the community that a significant product update is on a countdown, and it is well known that key project updates often accompany new market cycles------liquidity, user growth, and narrative-driven sustainability, which inevitably means new variables for the AI Agent track on the BNB Chain.

The market always tends to overestimate the short-term effects of new things while underestimating their long-term impact.

Will the AI Agent narrative of the BNB Chain truly grow into the next $10 billion-level track? It remains to be seen, but it is certain that BNB Chain and Binance will definitely create a batch of benchmark projects to attract market attention and promote the prosperity of the entire ecosystem.

And the next seed player may already be at the table.

Conclusion

Will AI Agents become the new narrative on the BNB Chain? Or is it just another trivial matter after the excitement?

The answer is hard to say, but some signals are already self-evident------especially when CZ's tweets become the K-line engine, and the BNB Chain positions the AI Agent track as the main offensive direction for ecological breakthroughs, the potential "direct line ace" of the BNB Chain is quietly emerging.

Whether it's SirenCoin's dual-personality AI trading experiment, ANDY exploring the combination of AI trading and EduFi, or TaggerAI attempting to build a decentralized data market, these projects are trying to rewrite the on-chain user experience and trading logic with AI.

Ultimately, how far the AI Agent narrative of the BNB Chain can go depends on whether it can transcend the hype cycle and truly solidify products and user growth curves with long-term value.

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