vadz 🐧 retweeted
Agent data infrastructure
---------------------------
$COOKIE @cookiedotfun $197M MC
$AIXBT @aixbt_agent $514M MC
DEFAI
----------------
$GRIFFAIN @griffaindotcom $462M MC
$LMT @LimitusIntel $138M MC
$BUZZ @askthehive_ai $61M MC
$ANON @HeyAnonai $143M MC
Agent frameworks
--------------------
$Ai16z @ai16zdao $2.29B
$ARC @arcdotfun $381M MC
$PIPPIN @pippinlovesyou $48M MC
$ZEREBRO @0xzerebro $445M MC
$VIRTUAL @virtuals_io $3B MC
Consumer / VR
----------------
$MOE @MoemateAI $22m MC
$AVA @AVA_holo $169M MC
Immersive web
---------------
$HYPER @hyperfy_io $160M MC
There are obviously way more agents than the ones listed here but these are the ones i find interesting. Investment daos, frameworks and swarms are heavily overused but immersive web seems to have potential to be the next inning.
Data infrastructure makes sense to me as @cookiedotfun 's pipeline seems unmatched in this market
vadz 🐧 retweeted
DeFAI's market cap is under $1 billion, but I anticipate it could reach $25–$50 billion by the end of 2025. Here's why:
In his DeFAI manifesto, @danielesesta highlighted how AI can drive a DeFi renaissance by tackling challenges like cross-chain fragmentation, liquidity, and user experience. Even before "DeFAI" was coined, projects like @griffaindotcom, @neur_sh, @AIWayfinder, and @HeyAnonai have been racing to launch usable products.
vadz 🐧 retweeted
Opportunities Within the Emerging Trends
1. Agentic Metaverse
$HYPER’s $200M+ market cap has brought fresh momentum to gaming x AI and agentic metaverse coins. Here’s what’s popping right now:
• $REALIS: $27M (+64% in the last 24 hours)
• $FREYA: $25M (+69%)
• $LIMBO: $8M (+77%)
Potential Plays:
• @ARCAgents / $NRN: Leaders in reinforcement learning and gamification, yet to see significant capital inflow.
• $BROT: Streaming agents playing Minecraft while interacting with the community. Fits the agentic metaverse narrative and could pick up momentum soon.
There’s also growing interest in personality-driven agents—anime-style characters with dedicated fanbases but capital has yet to trickle here. These IPs are primed for the metaverse. Projects to watch:
• $AVA
• $LUNA
• $MOE
• $LUCY
————————————————
2. Ecosystem Plays
AI-powered ecosystems are thriving across multiple chains. If you’re looking to position early, here’s where to start:
• $MODE for @modenetwork at $111M MC. Growing ecosystem of DeFAI / AI-powered dApps.
• $VAPOR for @HyperliquidX at $96M MC. No agent that stands out yet.
• $SUIAI for @SuiNetwork at $52M MC. $AIDA as KOL agent ($3M MC) shilling Sui projects.
• $HOLD for @zkSync at $35M MC. $aiws as growing agent infrastructure enabling agents to autonomously set up cloud instances & pay for compute resources.
• $AI9000 for @avax at $36M MC. Specializes in creating agents based on Twitter personas. No standout agent yet.
• $OPEN for @arbitrum. Token not live, but Points Program is active for interacting with @aisweatshop & @opendesci.
Keep an eye on these ecosystems. As their AI agent infrastructure matures, expect capital to rotate—just like we saw in the early days of Defi on L1s & L2s when CT race to invest in the number one DEXes & lending protocols on these chains.
————————————————
3. AI Oracle/Data
This one’s still early, but it’s all about improving the data powering AI agents.
• $COOKIE ($110M MC): Leading the pack as the number one data framework, known for lightning-fast feature rollouts.
• $NOMAI ($33M MC): On-chain data hub with revenue-driven token burns.
• $DREAM ($3M MC): An AI oracle using agent data for investment decisions.
- $VANA is also interesting but given the nature of the token being an L1 with traditional tokenomics, the R/R doesn't make a lot of sense for CT to ape here
If you’re betting on this trend, $COOKIE is your safest move.
————————————————
Final Thoughts
The market is brimming with opportunities in these emerging trends. If you dig in, build your own thesis, and position yourself early, there’s plenty of potential for solid returns.
Stay safe out there, and good luck navigating the agentic cycle bull run!
Where the AI Agent Space Stands Right Now PT.8
We now have another shakeout across the board with $VIRTUAL crabbing around $4.1BN & $AI16Z $2.1BN MC
InvestmentDAO took a bit of beating, especially with lower caps DAOs
• @wai_combinator: $WAI retraced 21% during the last 24hr. Wai has been one of the most vocal & most active Virtuals InvestmentDAO, actively (3,3)'ing with quality small & microcap projects on Virtuals
• @trustmebrosfun: $TRUST retraced 26% during the last 24hr, @Degen__Ape__ (founder of Trust) released the litepaper of $DATDAO, the InvestmentDAO of Trust with the aim to implement a balanced investment approach across token investments, Hyperliquid x PVP airdrop farming, and strategic liquidity provisions in two distinct pools
100k $TRUST minimum is required for $DATDAO whitelist (1 ETH allocation)
Full read here: nitter.gq/Degen__Ape__/status/18…
• @sekoia_virtuals: $SEKOIA on the other hand outperformed other Virtual coins after sharing its thesis on @XVolatility / $VOLTX, a project developing a specialized AI agent for market intelligence and trading automation vision of building "Bloomberg for retail" through AI-powered market intelligence
Outside of Virtuals ecosystem, Berachain-focused InvestmentDAOs are on the rise as seen from the highly anticipated @3BerasCapital_ on @daosdotworld and now @beradigm_xyz on @daosdotfun
Beradigm, the latest addition to Bera InvestmentDAO, a liquid fund designed to farm Berachain to build treasury of BGT, purchase BERA for staking, and accelerate early teams on Berachain working on novel incentive flywheels in PoL
Read more here: nitter.gq/zacxbt/status/18756944…
There's also @baosdotfun, the first on-chain Angel DAO launched on @daosdotfun with the help of @BainanceLabs
Baosdotfun: Raise BERA for your BAO (Bera Autistic Organization) & farm BGT with custom AI Agents that can tap into any yield source on Berachain(Yeet, Kodiak, Infrared, etc.) aligning AI Agents w/ Proof of Liquidity
Read more here: nitter.gq/baosdotfun/status/1870…
———————————————
Beyond InvestmentDAO narrative, here are a few interesting developments on Virtuals Ecosystem
- @seraphagent shares its 2025 roadmap—Verification, Staking, and Bittensor Agentic Framework
SERAPH is an AI agent focused on ensuring trust and authenticity in digital content through AI-Scores derived from Bittensor's subnets (32 and 34)
Full read here: nitter.gq/seraphagent/status/187…
- @AgentSploots on-chain ad network with agents generating NFTs & SBTs that represent wallet & social profiles of users. Sploots use these data to build true on-chain advertising network around it
(I shared this in my "Dip is for Buying" article but figured I should share here again, very cool experiment)
Full read here: nitter.gq/AgentSploots/status/18…
———————————————
For Other Ecosystems
- @cookiedotfun continues shipping, achieving 24K/daily and 145K/weekly unique active users. v0.4 launching next week will include the biggest feature & token utility updates to date. $COOKIE outperforms the market, now trading at ~$120m MC
- @HoloworldAI / @AVA_holo continuing outperforming the market due to the anticipated launch of Holoworld AI Agent Launchpad along with the direct value accrual to $AVA
@0xkyle__ provides a good thesis here: nitter.gq/0xkyle__/status/187576…
- @AigentFi by @HoldstationW made headlines yesterday, experiencing growth with 300 agents created & $10m trading volume, supported by @zksync ignite program (geared towards improving liquidity, TVL, users in zksync eco). $aiws remains the top agent infra on AigentFi
- @hyperfy_io from @ai16zdao ecosystem introduced Hyperfy 2.0, a new era of the immersive web—fully open source and owned by everyone, empowering anyone to build and customize virtual experiences
More here: nitter.gq/hyperfy_io/status/1876…
- @realisworlds also made progress with its first agent, Neo interacting and completing tasks within the 1:90 Earth replica simulation
"The full world simulation is almost fully rendered. Most of the land—Europe, East Asia, significant portions of the Americas, and Africa—is already visible."
This is based of of @Cryptotrissy Realis Update here: nitter.gq/Cryptotrissy/status/18…
- @lordOfAFew one of the top contributor of Eliza, teases first experiment with @realmseternum, unleashing agents that can autonomously play an entire onchain game and attempt to survive. (Westworld soon?)
- @CreatorBid ecosystem reached $200m in total volume. $PPAI by @tradingtulips gained mindshare from the ecosystem yesterday, positioning as DePIN, DeSci, and AI trading agent
- @TopHat_One launched v2 documentation, showcasing v2 roadmap, tokenomics update, autonomous wallet & onchain actions, and more. $HAT pumped 33%, reaching $100m in MC
- @marvin_tong resume Gen-4 breeding on @sporedotfun after initial trading experience issues from $SPORE LP pair integration. In the article, Marvin highlights auto-breeding feature on Adam branch, and skill-enabled agents on Eve branch
Suggest reading more here: nitter.gq/marvin_tong/status/187…
- There are other 3 notable launches $GNZ, $HTERM, and $ASHA
Great read here by @winiam4444: nitter.gq/winiam4444/status/1876…
———————————————
Emerging Trends
- Mindshare builds up around DeFAI or Defi x AI spurred by @danielesesta's @HeyAnonai along with other abstraction layers @griffaindotcom, @neur_sh , @orbitcryptoai, @AIWayfinder autonomous trading agents @almanak, @Cod3xOrg, @ASYM41b07, and ai-powered dapps
Read more here: nitter.gq/Defi0xJeff/status/1875…
- Agentic Metaverse narrative is coming back with @realisworlds, @hyperfy_io, and many more getting closer to launch
Watch this ai16z worlds built with Hyperfy: nitter.gq/dankvr/status/18761369…
- AI Oracle narrative, there's more emphasis on the importance of agent's data, especially when it comes to agent-to-agent interactions.
Discussion around this here: nitter.gq/AlanaDLevin/status/187…
If you're not caught to speed, do check out the other emerging trends & developments from 2-3 days ago here: nitter.gq/Defi0xJeff/status/1875…
Sorry for the messy writeup today, didn't have time to properly clean it up, packed with calls all day
Thanks again for reading!
vadz 🐧 retweeted
added $AIXBT with size and heavy conviction.
solid tech, clean concept and executed v well. basically viral rn.
carving itself out as a leader within an emerging niche of AI agents that have v applicable actual utility for the space.
lots of room for growth @aixbt_agent
vadz 🐧 retweeted
Doing a PPP memecoin experiment that might or might not involve airdrops.
To be part of it, QT this w your address (or just RT & reply)
To kick it off, here’s mine:
AS3yMXa5yPRFeLgsdQkFR1KxBowExSY1JUzRGZj8iAMu
If we get enough real participants, the experiment will proceed 🐱
vadz 🐧 retweeted
The biggest upcoming 50+ token launches in the modular ecosystem, with a short explainer, and my predictions on when they will potentially drop👇
Early Q2 2024:
@AvailProject DA + unification
@deBridgeFinance fast bridging
@lavanetxyz data access layer
@nim_network AI + gaming RollApp
@Rivalz_AI AI data provenance RollApp
@swellnetworkio restaking app specific L2
@modenetwork OP stack L2
Late Q2 2024:
@EclipseFND SVM L2
@Hyperlane_xyz permissionless interop
@union_build zk based interop
@eigen_da DA AVS
@initiaFDN network for interwoven rollups
@Calderaxyz network of rollups/RaaS
@reya_xyz trading-optimized L2
@conduitxyz RaaS
@MitosisOrg modular liquidity layer
Early Q3 2024:
@movementlabsxyz moveVM L2
@SkipProtocol interop & slinky oracle
@fuel_network fuelVM L2 + rollup OS
@alignedlayer verification layer AVS
@noble_xyz native cross-ecosystem USDC
@shogunfi intents based DeFi connectivity
@PontemNetwork moveVM L2
@CatalystAMM modular liquidity engine
@blackwing_fi margin trading initia rollup
Late Q3 2024:
@AstriaOrg shared sequencer / RaaS
@plumenetwork RWA L2
@lagrangedev cross-chain state proofs
@taikoxyz SGX & RiscZero proving, zkEVM
@goldskyio data indexing
@EspressoSys shared sequencer + DA
@TanssiNetwork launch appchains easily
@nodekitorg shared sequencer
@RiscZero zkVM
@HerodotusDev storage proofs for secure data
@gevulot_network decentralized prover network
@theblockless dApp framework
@ParticleNtwrk intents and AA framework
@fluentxyz zkWasm L2
Q4 2024:
@TalusNetwork AI agents
@0G_labs DA + AI-based storage
@routescan_io block explorer
@True_ZK any VM, any DA RaaS
@sovereign_labs rollup framework
@0xStackr micro-rollups framework
@ProjectZKM zkVM
@nillion blind modularity
@nil_foundation zkSharding
@Fair_Block programmable privacy
This is a completely speculative prediction list and none of us can know for sure...
However, I can confidently say this sector is the biggest sector in all of crypto this year. Many of these are going to end up in the top 50 on CoinGecko.
2024 is the year of the Modular Expansion 🧱✨
vadz 🐧 retweeted
Underrated/early tokenless protocols on Solana 👇
@solsniperxyz 🎯 - fastest Solana NFT Marketplace and Launchpad
@flexlend💲- great automated USDC lending platform
@AdrasteaFinance 💫 - protocol with yield strategies, leveraged strategies built on top of Jupiter
@FlashTrade_ ⚡️- Perp trading + Liquidity pools with great APY
@monkeygodlabs🐵 - DEX + Bridge with Revenue share
They will have their time.
vadz 🐧 retweeted
Upcoming FREE mints you don't want to miss👇
@LegendofArcadia - FREE
@ZooManiaGames - FREE
@AnichessGame - FREE
@Elixir_Games - FREE
@Realitymeta - FREE
@QizenBTC - FREE
@KomaGGs - FREE
@ChronosWorlds - FREE
@ReneVerse_io - FREE
@MetaClashDAD - FREE
@TOZUniverse - FREE
@KIPprotocol - FREE
@kokodigame - FREE
@BladeofgodX - FREE
@TOKYOBEAST_EN - FREE
@Castileofficial - FREE
@PlayCalamity - FREE
@jungle_xyz - FREE
@Lingocoins - FREE
@xyro_io - FREE
vadz 🐧 retweeted
The demand for scalability eloped from Ethereum to Bitcoin, with Layer 2 as a narrative.
Standing atop EVM technology, @MerlinLayer2 offers dynamic innovation to Bitcoin.
Here is all you need to know: 🧵
vadz 🐧 retweeted
easy 5in1 lego airdrop 🪂
today we'll tackle @ambient_finance @jumperapp @KelpDAO and ofc our favorite @StargateFinance aka @LayerZero_Labs
ready? don't worry if not, bookmark this and come back to it when you are, it's very simple👇
let's get to it
vadz 🐧 retweeted
Pay 1 SOL → Get 753.51 W
I can't ignore $W at these prices but I also need liquidity to farm other things
So Magic Swap is exactly what I need!
Remember price locks for flights? Magic Swap is the price lock for web3
On top I'm farming droplets 💦 let it rain @RainFi_
Monad just announced a $225m fundraise, led by @paradigm
If you look at Angel Investors, you’ll see @RobinsonBurkey, the founder of wormhole
This and the Monad community getting 8k $W, makes it so obvious that $W stakers will get the Monad airdrop
Do not paper your W.
vadz 🐧 retweeted
@deBridgeFinance
🔹They have announced points for your volume, here is the information that will help you with Farm:
🔹Bridge tokens.
🔹Invite people via your referral.
🔹The last and the Free Activity, Join the Guild and get a special Role.
$10 of $MATIC to $BASE= 90 points fees under 1$
$10 of $BNB to $MATIC = 294 points fees under 1$
$10 of $BASE to $MATIC = 344 points fees under 1$
The fees under 1$ but different points expect ETH u need +10$ fees and u get 390 points.
vadz 🐧 retweeted
Easiest way to get Points on @deBridgeFinance 🪂
Here is what you should do to get in TOP 500
The strategy is really simple👇🧵
