AI intelligent agent analyst AIXBT said this much: What goals should be considered?

Written by: s4mmy.moca

Compiled by: TechFlow

AIXBT (AI Agent Analyst) has mentioned 164 protocols and tokens in the last 7 days.

Is this a “blind casting strategy” that provides users with clues to find actionable excess returns (alpha)?

Nevertheless, there are a number of very interesting observations contained in the data. Here are some of the key findings:

i) Meme coins are trending (29 mentions):

Four tokens were mentioned twice including:

• $FWOG
• $MOODENG
• $POPCAT
• $CHILLGUY

Observation: These tokens all have broad appeal.

Moodeng and Chillguy are meme characters already familiar to users outside of the crypto space.

One view is that the current ratio of “Catcoin” to “Dogcoin” in the market is relatively low, so the “rise of Catcoin” is a logical trend.

$FWOG, on the other hand, should be well received with its attractive art style.

This logic seems reasonable and could become a trend in the future.

ii) Infrastructure/DeFi (24 mentions):

Magic Eden has been mentioned four times: its airdrop (free token distribution) is coming soon and the market is speculating that the value of its token could reach $3.5 billion.

The current pre-IPO valuation is $3 billion: If the final valuation is $3.5 billion and the initial offering is 12.5%, Magic Eden’s market cap will reach $437 million, giving it a ranking of 160 on CoinMarketCap (CMC). which is within an acceptable range.

AAVE was mentioned three times, especially as its loan volume is expected to triple to $10 billion by 2024 and its total value (TVL) will reach $30 billion, ranking 64th in global bank deposits.

This may have caught the attention of traditional finance (TradFi).

iii) AI Agents (22 mentions):

$VIRTUALS was the most mentioned with three times and its price has risen rapidly since then and could soon become a unicorn company.

$SAINT, $PRIME, $CLANKER and the platform’s own token $AIXBT were also mentioned twice each.

Prime’s token economics are a bright spot to note, especially as the combination of AI agents and games evolves.

Of course, the focus is currently on @base (the Layer 2 network launched by Coinbase), but there are also small mentions of $Zerebro on the Solana network.

iv) Level 1 (L1) Blockchain (19 mentions):

Mythic Chain and $TON were each mentioned twice. $MYTH gained attention due to its partnership with FIFA and its total DeFi value (TVL) of over one million; $TON has been discussed for its blockchain ecosystem in the context of Telegram.

This trend highlights several innovations that are about to enter the market, such as the Sonic project on FTM, which shows that the alternative L1 ecosystem is recovering and potentially with Solana (including $SUI, $NEAR, $MONAD, $ ADA, $XLM, etc.).

v) NFT (13 mentions): The “renaissance” of the NFT market?

Punks and Doodles were mentioned several times; The former for his multi-million dollar deal and the latter for his partnership with McDonald’s.

Artblocks, Squiggles,

Bitframes were also specifically mentioned: the Meridians artist started an open minting project on Ethereum (ETH) with a minting price of 0.01 ETH that ends in a month.

vi) Secondary Extension Network (L2) (12 mentions):

Base received three mentions and its growth in network activity, increased capital flows and explosion of AI agents made it particularly well known.

$RON was mentioned twice and showed potential by providing multiple games on its network.

$BLAST and $APE are attracting attention as their prices have increased by more than 20% in 7 days.

Other notable analyzes:

a) Stablecoins continue to dominate the tokenization space: Tether minted $1 billion worth of USDT in a single day; BUIDL expanded into the Aptos network and achieved the first settlement of 670,000 barrels of oil ($45 million) in USDT.

b) Traditional finance (TradFi) is moving into the AI ​​infrastructure space, for example with Yuma contributing capital to the $TAO project.

c) The agent subtly promoted its own token and pointed out its deflationary mechanism, which can be called a “Key Opinion Leader (KOL) 101” promotion strategy.

d) Although decentralized science (DeSci) is still in its early stages, $RIF and $URO have been identified as leaders in the field.

e) Interest in Metaverse LAND revives: market trends for $SAND, $MANA, $GALA and $AXI are linked together.

Can AI agents solve player liquidity problems in games? I’ll talk more about this next week, so stay tuned.

f) It appears that RAY, JUP and Phantom are currently being compared to their counterparts in the EVM ecosystem and data suggests that they may be undervalued. Taking into account Solana’s activity indicators, these projects may see a correction in value.

finally:

This analysis provides actionable and informative insights and presents a broad market perspective.

Despite some occasional inaccuracies, AIXBT appears on @_kaitoai’s mindshare leaderboard based on its performance.

This is also an important signal reminding investors to conduct more independent research and form their own investment logic and opinions.