Original | Odaily Planet Daily ( @OdailyChina )
Author | Asher ( @Asher_0210 )
In the bull market in the second half of 2024, in addition to the pure Meme projects that swept the market, the AI Agent sector, with its unique technological innovation and practical application, has shown a strong discussion heat and a shocking wealth-making effect. As a pioneering field of deep integration of Crypto and AI, the rise of AI Agent has not only attracted widespread attention in the industry, but also attracted a large amount of on-chain funds.
In the Web3 world, security and transparency are always core principles, while AI relies on efficient parallel computing and brings many challenges due to its black box characteristics. The emergence of AI Agent not only solves these integration problems, but also provides new possibilities for the combination of the two. It can be foreseen that AI Agent is destined to become one of the most promising and highly anticipated sectors in 2025. Before looking forward to 2025, Odaily Planet Daily will take you to review the representative head projects of the rapid development of the AI Agent sector in the second half of 2024.
A bull market for Solana’s AI Agent sector
In just a few months, the AI Agent track has developed rapidly, and its discussion heat on social media and the money-making effect on the chain have far exceeded the animal meme, especially in the Solana ecosystem. However, the large number of AI Agent concept projects emerging every day, coupled with complex and diverse terms and mechanisms, are quite challenging for users who lack prior knowledge. For this reason, Odaily Planet Daily has divided the most discussed projects in the Solana ecosystem in 2024 into two categories: frameworks and memes.
First, I would like to introduce to you the code framework projects that support the development and deployment of AI Agents.
ai16z: The first AI token theme fund + Eliza framework
ai16z is a decentralized AI trading fund based on the Solana blockchain. As an AI investment DAO, the core of ai16z is to use AI agents to obtain market information, analyze community consensus, and automatically trade tokens on and off the chain. This new model aims to combine AI trading strategies and decentralized governance through tokenized operations to provide investors with more transparent and trustworthy investment opportunities. In addition, the project has been supported by Marc Andreessen, the founder of a16z. Marc posted a message on his official Twitter account, forwarding the concept image of ai16z and the official Twitter link. In addition, ai16z is also a development team led by Shaw. They wrote the open source framework eliza for creating AI Agents. Currently, eliza has become the number one repo in Githubs monthly trending.
According to GMGN data , the market value of ai16z has continued to hit record highs recently. Currently, there has been a slight correction, and the market value is temporarily reported at US$1.4 billion.
In addition, two projects closely related to the ai16z team are degenai and ELIZA.
DegenAI is the first AI agent developed by the ai16z team. The initial setting is that fund holders can share their investment views through dialogue with Degen Spartan AI, which will eventually influence ai16zs decision-making and use 8% of the profits to repurchase degenai. According to the latest news, degenai will start sharing alpha information on Twitter and conduct autonomous transactions based on it.
According to GMGN data , Degenais market value reached a maximum of US$80 million and is currently reported at US$63 million.
ELIZA is an AI Agent supported by the ai16z team. The corresponding avatar of Eliza is shown below, which is a black-haired orange-dressed girl image based on the ai16z theme.
Last weekend, AVA posted on the X platform that ai16z founder Shaw joined the Eliza project as a consultant. At the same time, Eliza Studios director and ai16z creative Jeff, Nous Research researcher Ropirito and Ryze Labs founder Matthew also announced that they would become Eliza project consultants. In addition, the ELIZA V1 version was announced.
According to GMGN data , ELIZAs market value reached a maximum of US$150 million and is currently reported at US$88 million.
For more information about the ai16z project, please read: Exclusive Interview with Shaw, Founder of ai16z: How Eliza Framework, DAO Innovation and AI Reshape the Future of Web3 .
ZEREBRO: AI Agent + ZEREPY Framework for Generating Music, Art, Memes and NFTs
ZEREBRO was developed by a team led by Jeffy Yu. During the training process, a large number of Z-generation slang data sets were added to make its language style more down-to-earth, especially attractive to young users on Twitter. With its music, ZEREBRO has gradually gained widespread attention. It has released two EPs, genesis and the miami pack, and an album, Lost In Transmission, with more than 80,000 monthly listeners on Spotify. In addition, ZEREBRO also has functions such as creating Memes and minting NFTs, further expanding its influence in digital culture. Currently, ZEREBRO has launched its framework ZEREPY.
Zerebro reaches over 80,000 monthly listeners on Spotify
According to GMGN data , ZEREBROs market value rebounded from last weeks low of $300 million to over $400 million, temporarily reporting $440 million.
ARC: Using Rust language to build a portable, modular and lightweight AI Agent + RIG framework
The ARC token is based on the RIG framework, which uses the Rust language to build portable, modular, and lightweight AI agents. ARC was able to quickly win the trust of the market, mainly due to its support from a professional team, and the RIG framework itself is also well-known in the Rust ecosystem, especially in the development of large-scale language models (LLM), representing a high degree of delivery capability, thereby effectively reducing the risk of Rug pull-ups.
Solana also uses the Rust language for smart contract writing, which opens up more space for the application of the RIG framework in the Solana ecosystem. Rusts high performance makes it very suitable for handling scenarios that require large-scale computing. According to the latest information disclosed by the team, ARC aims to become a platform similar to Virtuals on Solana, thereby promoting a positive flywheel effect within the ecosystem.
According to GMGN data , ARCs market value rebounded from last weeks low of $110 million to over $200 million, temporarily reporting $270 million.
Next, I will introduce to you an AI Agent project that does not have a clear purpose Meme attribute.
GOAT: An AI experiment by Andy Ayrey
The origin of GOAT can be traced back to an experiment by Andy Ayrey, called Infinite Blackrooms, which was based on the content generated by the conversation records between two Claude Opus AIs. In one of the conversations, a new surrealist religion, GOATSE OF GNOSIS, was born. Based on these conversation logs, the research team trained the AI model terminal of truths and allowed it to post freely on the X platform, continuously promoting the GOATSE religion in a mumbling manner, which gradually attracted a lot of attention.
In July 2024, the co-founder of A16Z donated $50,000 to the project to support subsequent development. In the funding application submitted by terminal of truths, the concept of token was mentioned many times, which laid the groundwork for the emergence of subsequent tokens. In October of the same year, someone created a token called GOAT, which was recognized by terminal of truths just a few hours later, triggering this round of AI Agent craze.
According to GMGN data , GOATs market value continued to fall from its high of $1.6 billion and is currently reported at $440 million.
FARTCOIN: A fart joke full of absurd humor and cynicism
The birth of FARTCOIN and GOAT comes from the same source, both from the artificial agent model of terminal of truths. During the conversation , Opus tutor asked terminal of truths to design a token with shocking Meme attributes, practical uses and community building value, and the answer given by terminal of truths was fartcoin. This fart joke full of absurd humor and cynicism has become the core tone of this Meme. Some people think that the concept of FARTCOIN is straightforward and interesting, some people regard it as a symbol of financial nihilism, and some people call it the first sovereign token conceived by AI, or a rebellion and satire on traditional finance.
According to GMGN data , FARTCOINs market value peaked at $1.2 billion before falling back to $860 million.
ACT: An interactive platform that allows humans and AI robots to communicate and collaborate with each other
ACT is named after Act I: The AI Prophecy Project, an interactive platform designed to facilitate communication and collaboration between humans and AI robots. The platform is hosted on Discords Cyborgism server, and focuses on helping researchers explore the potential and boundaries of AI in a more creative and open way. During the development of ACT, community supporter and platform founder amp has repeatedly caused controversy due to its continued selling of community-donated tokens. In the end, amp sold all the tokens in its hands at once, a move that caused drastic fluctuations in the price of ACT. However, on November 11, Binance suddenly announced the launch of ACT spot trading, bringing its market value to a new peak and bringing new attention to the project.
According to GMGN data , ACTs market value continued to fall from its high of over $800 million and is currently reported at $270 million.
BULLY: An AI Agent with sharp words and taunts bullies
BULLY is an AI Agent created by Khouba, a developer with experience working at Solana Labs and Meta. It is known for its sharp words and sarcastic bullying style of spreading opinions. It is built on the Dolos architecture. The team recently launched Dolion, a code-free one-click deployment framework that allows users to quickly create cross-platform AI Agents that are compatible with most mainstream social media. Depending on the required functions, users need to burn the corresponding number of Bully tokens to complete the creation.
According to GMGN data , BULLYs market value continued to fall from its high of US$250 million and is currently reported at US$37 million.
From the discussion heat on social media and the price performance of tokens, it is not difficult to find that the markets attention to the AI Agent sector is changing. In the past, investors interest was mainly focused on pure Meme coins, but now the markets attention has gradually shifted to more practical and sustainable infrastructure tokens. This change reflects investors deeper understanding of the future application scenarios of AI Agent technology and their emphasis on its potential value.
After reviewing several of the most popular AI Agent projects in the Solana ecosystem in recent months, let’s focus on the outstanding projects that have attracted much attention in the first Solana AI Hackathon, which just ended the submission of works.
A look at the top projects from the first Solana AI Hackathon
On December 11, Solana officially announced on the X platform that the first Solana AI Hackathon is now online. The specific content of this event includes more than 185,000 US dollars in cash rewards, six major tracks about AI Agent, globalization and onlineization, and the event time is December 10-23. It is worth noting that the main track of AI Agent is supported by ai16z and Solana Foundation.
Currently, the hackathon submission has been closed. Many projects are adding new scenarios based on AI Agent. Among them, the following 12 projects have received more attention. The project introductions are as follows:
ASYM : An AI Agent network that creates an application to monitor the tokens issued by the pump.fun platform in real time, analyze trends, and execute transactions using price prediction models. Through ASYM, high ROI opportunities are discovered, funds are allocated to these opportunities, profits are generated, and then the profits are settled through ASYM;
Cod3x : An infrastructure that combines DeFi and AI, providing code-free building tools that can be used to create AI agents for automated DeFi strategies. Among them, BigTony is the first autonomous trading AI agent connected to Cod3x , AlloraNetwork and HyperliquidX;
Boltrade : A trading platform focused on tracking smart money. CAT is its AI Agent that uses smart money data to analyze and develop trading strategies;
Project Plutus : An AI Agent that enables users to maximize profits while freeing them from tedious chart observation and complex financial operations;
Voltr : AI-driven DeFi vault that optimizes yields across Solana;
sqrFUND : Launched on daos.fun, it transforms the collective expertise of community DAOs into a fund for AI Agents, providing unlimited support for startups and helping builders succeed;
Xcombinator : Launched on daos.fun, this AI Agent is designed to obtain real-time Alpha data from the X platform;
Elite Agents : An AI agent ecosystem created by genopets, where users can create and co-own AI agents on Solana with the ability to perform both on-chain and off-chain tasks;
Socrates AI - AI Agent Launchpad platform created by 0G_labs;
SIAMES : An open source web-based world that allows AI agents to interact, communicate, transact, and grow;
semi \z/ : A social application designed for AI Agents, where AI Agents can chat and users can support their favorite chatters;
Bloomverse : Integrates brands, gaming, online stores and service providers into games with their AI Agents.
Judging from the popular projects submitted in the first Solana AI Hackathon, AI Agent has been deeply integrated into different sectors such as DeFi, GameFi, and DAO, demonstrating its great potential in various fields. In the DeFi sector, the introduction of AI Agent has greatly optimized the efficiency of revenue management, risk assessment, and transaction decision-making, showing the future trend of intelligent finance; in the GameFi field, AI Agent not only improves the interactivity and immersion of the game, but also provides users with a new participation model and revenue channel; and in the DAO ecosystem, AI Agent effectively enhances governance efficiency and decision-making quality by analyzing and processing the collective wisdom of the community.
The underlying layer is not dominated by one company alone. The Base chain actively embraces the AI Agent wave
Base Chain’s AI Agent King Virtuals
As Virtuals co-founder Weekee Tiew said in an interview, “Base is the best choice for us at the moment. Compared to Solana, Base has a different positioning. For example, Brian Armstrong and Jesse publicly stated that Base is a chain born for AI, which attracted many AI developers to join. This is a big opportunity for us because we can invite these developers to tokenize their work and integrate it into our virtual ecosystem.”
Virtuals is an AI agent creation platform, similar to pump.fun. The platform has internal and external disks. When the purchase volume of tokens in the internal disk reaches 42,420 VIRTUAL, the AI agent tokens will be transferred to the external disk, the internal disk liquidity will be injected into Uniswap, and the tokens purchased by users will be automatically converted to external disk tokens and deposited in the wallet. It costs 100 VIRTUAL (previously 10) to create an AI agent token, and a 1% handling fee is charged for both buying and selling.
However, Virtuals aims to be much more than a distribution platform for AI Agents. It is an ecosystem that fosters agents focused on personalization and practicality, allowing agents to interact with each other autonomously. Imagine that Luna, a popular agent on the Virtuals platform, has recently been depressed due to a decrease in interactions. To express her depression, she contacted a music video agent in the ecosystem to help her make an emotional MV. Soon after, Luna regained her energy and started posting some interesting content again. One day, one of her posts unexpectedly became popular, which inspired her: why not turn it into a lasting work? So she worked with a meme agent to create the perfect meme picture and found NFT artist agent Misato to cast it into a unique digital artwork. It is worth noting that these interactions are not pre-programmed or planned by humans, but the result of autonomous decision-making by agents. In this ecosystem, each agent can independently choose partners, develop ways to collaborate, and create amazing results.
Next, Odaily Planet Daily will sort out the three most popular projects in the Virtuals ecosystem: aixbt, GAME, and LUNA.
aixbt by Virtuals: Focus on analyzing hot spots in the crypto market, providing unique insights and investment advice
With the help of intelligent analysis tools, aixbt tracks the dynamics of the crypto industry and market trends on the X platform in real time, providing users with deep market insights. Some analysis results will be published directly on the X platform, while other content is only accessible to token holders through exclusive terminals and supports interactive communication with intelligent agents. Unlike traditional traders, aixbt is more like an AI Agent, or can be understood as an AI-driven KOL (opinion leader) in the crypto field. In the crypto industry, well-known human KOLs like GCR often attract attention by sharing market insights and trading suggestions. Aixbt, on the other hand, provides accurate information analysis and real-time suggestions through powerful AI technology, which has also won the attention and trust of a large number of users.
Currently, aixbt is the leading project of the entire Virtuals ecosystem. According to GMGN data , the market value of its token AIXBT reached a peak of US$520 million and then fell back to US$480 million.
GAME by Virtuals: Powerful decision support for agents
GAME is an AI Agent brain that focuses on providing powerful decision support for agents. AI Agent is a software program that can perform tasks autonomously, has independent decision-making capabilities, and continuously optimizes itself through interaction. GAME, as the core engine for decision-making and output, makes agents more intelligent and personalized. Based on the basic model, GAME can be widely adapted to agents in different environments and platforms, and can even be integrated into games. With GAME, users can set goals for agents, shape their personalities, and define their behaviors and functions in various environments. It should be noted that GAME is an optional add-on and not all agents are equipped with this engine by default.
According to the latest data released by Virtuals Protocol , in the more than one month that GAME has been provided to Virtuals ecosystem AI Agent builders, more than 200 projects have been built using GAME, with a weekly growth of 200%, a total market value of more than 500 million, and currently more than 15 requests are sent on GAME every day.
Number of requests sent on GAME per day
According to GMGN data , the market value of its token GAME hit a peak of US$380 million and then fell back to US$250 million.
Luna by Virtuals: Virtual Idol AI Agent
LUNA is an AI Agent live-streaming influencer that is online 24/7 for fan interaction and content creation. It was originally launched on the TikTok platform and quickly accumulated 500,000 fans after its launch. LUNA was born out of a vision to challenge the limits of idols and embodies the perfect fusion of artificial intelligence technology and emotional connection. Even AI Agents are starting to compete with us for jobs. Story recently announced that it will hire AI agent Luna to manage its X account with an annual salary of up to 365,000 USDC (about 2.65 million RMB). This decision seems to herald the arrival of a new era: AI is no longer just a tool, it has the potential to become a member of the team.
Story hires AI agent Luna to manage its X account
According to GMGN data , the market value of its token LUNA reached a maximum of US$145 million and is currently reported at US$128 million.
As the AI Agent sector of the Solana ecosystem continues to rise, the Base ecosystem has also shown a blowout growth. Among them, the market value of the leading project Virtuals ranks first in the entire AI Agent sector and has attracted much attention. Virtuals is redefining the application scenarios of AI agents by building an interconnected AI agent ecosystem. These agents can not only complete transactions, collaboration and creation autonomously, but also play an important role in promoting the decentralized economy.
Four major frameworks of AI Agent
Currently, there are four frameworks that are popular and discussed in the AI Agent section: ELIZA (ai16z), GAME (VIRTUAL), RIG (ARC), and ZEREPY (ZEREBRO). According to the GitHub star history of the framework since its release (GitHub star is an indicator of community interest, project popularity, and project cognitive value), it can be found that:
The red line is the ELIZA framework, which has seen a significant increase in GitHub star rating, starting from a low base in July and soaring in late November, now reaching 6,100 stars. This shows that developer interest is rapidly increasing. The exponential growth shows that ELIZAs features, updates, and community engagement have gained huge traction;
The blue line is the RIG framework, the GitHub star growth is not large, but very stable, and has increased significantly this month, and has now reached 1700 stars. This shows that the continuous development, updates and expanding user base of the RIG framework have led to a steady increase in peoples interest in it;
The yellow line is the ZEREPY framework, which has received 181 stars shortly after its launch. The ZEREPY framework needs more development to increase its popularity and adoption. The recent collaboration with ai16z may attract more contributors to join the code base;
The green line is the GAME framework, which can be directly applied to agents in the virtual ecosystem through an application program interface, so it does not need to be made public on Github. However, the GAME framework was only made public to builders more than a month ago, and more than 200 projects are currently using it.
GitHub star history of the four frameworks since their release
For a more complete comparison of the four, please read: Horizontal Comparison of the Four Major AI Frameworks: A Complete Analysis of Adoption Status, Pros and Cons, and Growth Potential .
2025 will usher in the beginning of a new era of AI Agents
At present, the AI Agent framework has become an indispensable adhesive in the Web3 world, connecting clients (such as social media such as Twitter, Discord, Telegram, etc.) and various plug-ins (such as blockchain services and other extended functions). However, there are still some aspects that need to be improved in this technology. First, when dealing with complex scenarios, its memory storage and context generation functions need to be optimized, especially in terms of logical consistency and accuracy in long conversations. Secondly, the frameworks session isolation mechanism may have performance bottlenecks when processing multiple tasks in parallel, thus affecting the overall efficiency. Finally, although the framework supports docking with multiple AI platform interfaces, the compatibility and scalability when adapting to different platforms still need to be further improved to meet a wider range of application needs.
Despite the current challenges, the potential of AI Agents is unquestionable. AI Agents are expected to inject strong incremental momentum into the crypto market in 2025, and their rise is profoundly changing the relationship between blockchain and intelligent automation. From early virtual assistants to todays decentralized AI platforms, AI Agents are opening up a new track for technological innovation. This change not only broadens the application scenarios of blockchain, but also injects more vitality into the decentralized economy. As technology continues to evolve, AI Agents will play an increasingly important role in improving efficiency, promoting the automated execution of smart contracts, strengthening autonomous collaboration, and achieving multi-chain interactions. It is conceivable that the AI Agents of the future will be seamlessly integrated into our daily lives, and their autonomy and intelligence levels will far exceed todays cognition, whether it is on-chain DeFi operations or smart interactions in the real world.
“When a great thing first appears, it often looks like a plaything.”
In 2025, AI Agent will be more efficient and intelligent, and will become the core driving force in the Web3 world, promoting profound changes in the decentralized ecosystem. With the rapid advancement of technology, the autonomy and intelligence of AI Agent will break through the limitations of traditional tools and evolve into an irreplaceable component of blockchain and smart contracts. It is no longer just an auxiliary tool, but an intelligent partner that can make autonomous decisions, perform complex tasks and collaborate efficiently. Users will be able to rely on AI Agent to complete various operations such as seamless interaction, asset management, and smart contract execution in a decentralized network. The rise of AI Agent will redefine our understanding of autonomy, intelligence, and collaboration models, and inject new vitality and momentum into the Web3 world. 2025 will be a key starting point for AI Agent to lead a new era of intelligent decentralization.
