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「 AGENTIC OUTLOOK 」- v.0 >🕵️ >AI INFRASTRUCTURE >LAUNCHPADS >SWARMS >NEWS >NEW AGENTS + FIRST MOVERS >PEOPLE/PROJECTS TO FOLLOW will try to keep this new segment clean and precise ill keep this rolling all the way through the bull. ( 1 )--------------------------------------------✧ [ @VIRTUALS ] $VIRTUAL >>Current King of the Hill protocol on @base >most polished and ready made protocol and attracting a lot of very high quality devs/teams ( this is the key ) > $VIRTUAL tokenomics are very very good, will cover this in depth later >they have fundamental frameworks crucial to the growth of their ecosystem in [ $GAME ] + [ $CONVO ] as well as their OG agent [ $LUNA ] >some other things cooking at @agentstarter, worth keeping tabs on this page, nothing really too exciting atm imo >favourite projects building over there: > $AIXBT > $VADER > $SEKOIA > $SAINT > $MISATO >i think the quality agentic builders/teams will continue to move to virtuals, virtual price will go to 10b, massive cook - it just stole the show at the right time but also has the infra to back it up - everything else is a beta for now and it will be best to allocate more time and energy into this ecosystem if possible >massive bullish case is mostly nothing has any exchange listings either ( 2 )--------------------------------------------✧ [ @Spectral_Labs ] $SPEC >Kind of the beta atm on @base but i think this will be debatable in coming weeks, again it depends on whos deploying what where >similar economy where agents are paired with $SPEC >apparently market cap is a lot lower due to a circulating supply discrepancy ( good play if true ) >UI is very sleek, like the social side to it too, probably need to add a slow mode for the agent brain section cause it moves like crazy >they developed infra for agents to trade autonomously on hyperliquid which is happening now and pretty bullish >Ones to watch from what i can see so far: > $SPECTR > $SPECY > $YUKI ( apparently dev deployed more than one token 🚨 ) >if theres others feel free to drop them in comments ( no dog shit please ) ( 3 )--------------------------------------------✧ [ @CreatorBid ] on @base >>this one i think will go very well, teams moving like crazy, $TAO integrations with subnet 6 @Playinfgames + $OLAS integrations >they were apart of the 5 or so teams that received the 100m @AethirCloud grant ( which had over 300 applicants apparently ) >1000+ agents launched in a short time, UI is also very good >i really think @Agent_Algo [ $AGENT ] , their first agent, will grind itself up - as he is developed ( backing team here ), i think hes around 6m mc - fair launched agent, not 100% sold on the personality + design aspect but eh fundamentals should be enough to push up into the upper realm of top agents on base. ( 4 )--------------------------------------------✧ [ @arataagi ] - $ARATA >>degen $ETH play to me, no real volume or interest at all on the agents, not sure if anyone even cares about ETH anymore, all action on $SOL + BASE >besides this and $EMP theres not really a lot going on with agents on ETH ( correct me if im wrong ) >will keep tracking on side, covering mostly for eth exposure ( 5 )--------------------------------------------✧ [ @MoemateAI ] - $MATES ( i think, unlaunched ) >>didnt really know or hear anything about this one until agents took off - but they look like a serious contender to be one of the top ecosystems >again comes down to branding, culture, services + being able to attract good teams etc - but lots of high quality on their TL > $MOE @MoeNebula is their first mover, actually not followed by anyone i follow, which is interesting, already expressed my feelings about the horny hentai agents - albeit any first mover is worth considering >>moemate were also apart of the 100m @AethirCloud grant program - will be watching MATES closely >Looks like they already have apps on the appstores too, website UI a bit busy - lots going on there, you would have to take some time to navigate and digest ( 6 )--------------------------------------------✧ [ @TopHat_One ] $HAT >this one is a sleeper, also apart of the 100m @AethirCloud grant >grinded its way up to ~60m mc completely unnoticed from what i can see >to me this could take the helm on $SOL, but im gonna be damn honest - they really need to get someone in to get their branding going, its quite terrible, if it had slicker branding prob be sitting at 150m, just cant see it attracting quality ( just my take, could be completely wrong ) >positive notes, team ships incredibly fast by the looks + also just added functionality for agents to be able to read images ( first to do this ? ), as well as: >self-improve with interactions >maintain cross-platform memory >Engage on TG & Twitter autonomously >(Optional) launch tokens & receive liquidity aid ( from their page ) > @BitcoinEater69 is their agent but no ticker yet, if it does for whatever reason manifest one ill be watching extremely close >other agents to watch i guess: > @SirMemeAlot_Ai + @RoastM4ster9000 >but not currently comparable to other eco's for now ( 7 )--------------------------------------------✧ [ @vvaifudotfun ] - $VVAIFU ( dasha ) >>first mover on $SOL >team ships hard, peaked at 200m mc, currently 70m >seen them talk with a16z partners back and fourth a few times on TL, no doubt something cooking there >only other contender is tophat and its chasing down fast ( especially with aethir eco grant ) >again a question of who can attract quality >also home to $ELIZA ( 8 )--------------------------------------------✧ [ @myshell_ai ] - ( token unlaunched ) >>this ones interesting, on $BNB ( personally havent been there since 2017/18 ) >i watched the @Delphi_Digital AI podcast with @ethan_myshell and was very intrigued by what they were doing over there - will try to reach out and explore some more but bnb has been so foreign to me >i checked out their website, it looks more application focused as opposed to agent focused, seems very noob friendly with lots of no-code functionality >think theres an airdrop for users next year, if this is what you're into - could be worth exploring, i need to dig deeper here >> nitter.gq/myshell_ai/status/1835… ( 9 )--------------------------------------------✧ [ @SimulacrumIO ] $EMP >>always been a huge fan of the @EmpyrealSDK team >simulacrum turns social media actions into blockchain actions ( which is fucking huge ) >arguably one of the closest things to mainstream adoption if you ask me >smart move by them to have @BASE as their settlement layer >marketcap is only 38m, re-pricing should take place soon > $SIMMI is their first mover agent, which i love - if emp continues to gain traction ( i think it will based off fundamentals ) expect simmi to run with it ( 10 )--------------------------------------------✧ [ @joinFXN ] $FXN >covered this one a fair bit already but i think what they are doing in regards to agent swarms is going have its day in the sun >led by @burbabull whos ex @Nimble_Network, i like that FXN is the only token and will be used as the primary token for @OzProtocol which i think will also be big >@hmalviya9 wrote a great thread on swarms here nitter.gq/hmalviya9/status/18623… ( 11 )--------------------------------------------✧ [ @questflow ] >>this ones more focused around workflow, productivity >has a ton of integrations to applications through MAO ( multi agent orchestration ) >not sure if this has a token or planned for one but one to watch to help comprehend the other possibilities and use cases for personal agents - i think it was featured in coinbase ventures through some incubation program ( 12 )--------------------------------------------✧ [ @0xCapx ] ( not sure if $CAPX token is launched ? ) >>apart of the aethir grant as well >built on arbitrum >seen that they built @blurboAI a reading agent, but theres not a lot going on there >they have a thesis on the website but not really much happening on there >not a lot going on anywhere from what i can see really, but will keep it on watch ( happy to be proven wrong ) ( 13 )--------------------------------------------✧ [ @Fomodotfund ] >launched just recently on soylana >top agent on their is $INTERN at 3m mc but you need it to create your own agent as well as .1 soylana >will just keep watching this but the more i look at these launchpads the more i realise how good virtuals is ( 14 )--------------------------------------------✧ [ @UomiNetwork ] ( TGE pending..) >>super pumped for this one, everything looks so clean, i think uomi will play a role for sure saw this on their website which caught my eye >Our platform empowers AI agents to own, trade, and manage digital assets on any blockchain, including all EVM chains, Substrate chains, Solana, and Bitcoin. This sets the stage for groundbreaking cross-chain economic models and opens up a world of limitless opportunities. >i think you can currently participate on their testnet for airdrop in the future $UOMI ? >also their agent @HyperstitionAI has some very interesting people following it ( 15 )--------------------------------------------✧ [ @modenetwork ] $MODE >didnt even realise mode has just ripped from 14m mc to nearly 100m >mode is agents x defi, which i think will be a huge narrative >DEFI + AGENTS are a match made in heaven and they are live now on mode >fdv is 371m, as agents and their capabilities begin to be more understood by the wider audience and it shifts away from entertainment to utility - i think this will be something worth watching --------------------------------------------✧ There is tons more to unpack, im sure, just what i been looking at over the weekend, if i missed anything or you're a founder/project etc feel free to reach out - im interested in everything regarding the subject atm --------------------------------------------✧ @cookiedotfun / cookie.fun/ >still the king alpha analytics for agentic landscape >can conduct heaps of good research from there > $cookie is on BNB and still only 8m mc >not sure if they will tokengate or add premium features ( i think they will be worth having if this meta runs for 12 months+ ) --------------------------------------------✧ >important to keep watching for agent infrastructure >place is moving fucking fast >things to watch regarding scalability: >compute power >storage >data pipelines >networkin, security, energy >tuning + orchestration >governance New meta = new problems New problems being solved = more money to be made --------------------------------------------✧ I was going to include people + projects to follow but this is already too long so ill add that to v1 tomorrow Shits heating up -- long way to go in agent arc stay 🔒🕵️