Original author: TechFlow
Crypto assets are currently recovering after a period of Christmas discounts.
Among them, AI Agent-related projects are still the ones that rebounded the most, reflecting the continued optimism of funds. However, the differentiation effect in this large track is also obvious:
Some projects may never come back after falling, while some projects are rebounding in a group.
Among the projects that have rebounded significantly in recent days, in addition to a few leading ones, one type of subject matter may be worthy of your special attention - using AI Agent for crypto investment research.
Don’t get me wrong, current agents are clearly not qualified to be professional market analysts. Previously, there were agents like AIXBT that helped you analyze Alpha projects and became popular;
However, the investment research AI agents at this stage are more refined than AIXBT. Some can help you look at K-line technical analysis, some can help you analyze whether the project has Rug risk, and some can generate information summaries similar to research reports...
The reason why these agents are currently attracting attention is that they have characteristics in a certain small direction and can partially provide reference for transactions. After all, being close to money and transactions, the probability of gaining favor will also increase.
The Shenchao editorial department has compiled several of the more prominent projects and summarized them as follows.
$AGENCY ( Agent Scarlett ): Your token due diligence agent
CA: 5UmDWgyLV1JBg8Jr8NwyezXdQkiU3vHGJu2efm7Cpump
Current Market Cap: 12M
7-day increase: 1100%
Agent Scarlett looks more like a token analysis robot. Scarlett can be quickly used to identify and investigate potentially suspicious projects and gain a comprehensive understanding of any token.
It is worth mentioning that this AI Agent is also based on the Eliza framework of ai16z and has been highly discussed on crypto Twitter in recent days.
In terms of token economics, 10% of AGENCY tokens will also be donated to ai16z DAO.
Functionally, she is currently available to everyone on Telegram and Twitter, and it does not cost anything ( use tutorial ).
And it is also very easy to use. You can @ her on TG or Twitter, then enter the contract address of the token you are interested in, and she will automatically return the result to you.
From a practical point of view, Scarlett’s good point is that the analysis it returns to you includes the fundamentals and on-chain situation of a certain token. For example, it will tell you the social media sentiment and whether the organizations and KOLs related to the token have given support and attention; it will also summarize the on-chain coin holding addresses, number of people and other data for you.
At the same time, she will also list the advantages and disadvantages, similar to a short (shallow) research report.
You can also continue to ask her more questions to get more in-depth answers (which also tests your level of questioning).
However, the editors in the editorial department have seen similar products a long time ago, such as Copilot on Messari and Scopechat on 0x Scope, which are similar to encrypted versions of GPT.
However, the current market seems to be very receptive to such assistants with tokens. Relevant data shows that the discussion heat of $AGENCY is rising rapidly, and it can also be clearly seen that there is a mutual influence between discussion and price.
From the perspective of chip distribution, among the 3k or so coin holding addresses, retail investors holding less than 100 USD account for almost half, which seems to reflect the nature of this type of AI Agent to be close to leeks:
Its free for you to use, and everyone can play it. I bought it after I found it pretty good.
It is very easy for KOLs to use it as a target for dissemination. After all, it is a harmless analysis tool that is popular with netizens, and it does not require a wallet link.
$TRISIG (Tri Sigma 3 σ): will write research threads on X
CA: BLDiYcvm3CLcgZ7XUBPgz6idSAkNmWY6MBbm8Xpjpump
Current Market Cap: 33M
7-day gain: 578%
TriSig is a witty crypto analyst who claims to be able to identify early alpha projects, answer challenging questions in a simplified manner, and share his views on any major events or movements in the cryptocurrency market.
Its name and image are more mathematical (corresponding to the mathematical symbol σ: sigma), and are more inclined towards the direction of an omniscient and omnipotent AI creator.
Its function is similar to the aforementioned $Agency, that is, you ask questions about tokens and it answers them.
But the difference is that TriSig on TG is currently just a bot for fun only. Serious analytical conversations are limited to X.
Just @tri_sigma_ on X to use his analysis in any tweet interaction.
What’s more interesting is that he would write tweets himself to give a quick research introduction to a project, including what the project does, current social media sentiment analysis, and his own subjective long and short judgments.
The project is also very community-oriented. If TriSig is impressed by your question, it will give you $TriSig tokens in the form of an airdrop by asking you to leave your wallet address in a tweet reply.
Looking further at the data, we can find that the price of TRISIG tokens has risen rapidly in the past 2-3 days, corresponding to the gradual increase in external discussions; as of today, the price has retreated significantly, but the discussion is still increasing.
In terms of chip structure, there is not much difference between addresses holding less than 100 US dollars and less than 1,000 US dollars. Compared with the previous project AGENCY, people prefer to hold a large position in this token, but at the same time its market value is also higher.
$KWANT (kwantxbt): Focus on technical analysis and provide price points
CA: 9Yt5tHLFB2Uz1yg3cyEpTN4KTSWhiGpKxXPJ8HX3hat
Current Market Cap: 6M
7-day increase: 25% (24-hour 70% rebound)
If the first two projects still provide fundamental investment research, Kwant is more direct, directly analyzing the token trend chart for you and providing investment advice.
The usage is similar. Simply @KwantAI_bot in TG and send it the CA of a certain token to get pure technical analysis, including but not limited to the relationship between volume and price, graphic form and subsequent operation suggestions.
Unlike general projects that say NFA (non-investment advice), KWANT directly gives you very specific practical suggestions such as support level, breakthrough level and stop loss level.
Of course, any crypto investment has huge fluctuations and risks, and KWANT is certainly not going to be an invincible general; but when the AI Agent gets more information and has the ability to continuously learn and evolve, do you believe the entry point given by the so-called group friend boss or the one given by AI?
Having one more reference and voice is never a bad thing, and this is the minimum requirement for such projects to be sought after.
In addition, since the KWANT token has been released for more than half a month, the recent social media sentiment is not very meaningful as it is discussed every once in a while. If we only look at the price, the token’s recent rebound trend is very obvious.
In terms of the chip structure, small retail investors still make up the majority of the market, and there are not many heavy position users holding more than 25K. The author believes that one possible reason is:
Compared with bots that focus on investment research fundamentals, this type of bot that directly gives price points has a higher failure rate and can easily become a negative example that cannot be predicted many times.
$COOKIE (Cookie.fun): Providing data and sentiment analysis for all AI coins
CA: 0xc0041ef357b183448b235a8ea73ce4e4ec8c265f (both BSC and BASE)
Current Market Cap: 24M
7-day increase: 7%
Please note that this project is not an AI Agent, but a data analysis platform that is rapidly emerging in the AI Agent craze.
The reason why it is listed here is that the editor and analysts on the external network also use this platform to observe the hot trends in the current market, which can provide a lot of meaningful data for investment research;
The platform also has its own token $COOKIE. One of its important functions is that you can stake it so that you can use more data analysis functions of the platform, such as viewing the on-chain chip structure of a certain AI Agent token, whale holdings, and more sentiment indicators to assist in decision-making.
In the attention-driven crypto market, understanding the relationship between sentiment and price is crucial to analyzing a project, so data analysis platforms such as Cookie certainly have their significance, and data analysis focusing on AI Agent can also quickly occupy an ecological niche in the craze.
In contrast, the platform coin is not a meme, nor is it an AI Agent coin in the strict sense, so the price fluctuation is limited and it provides more practical value.
Where are we?
From joke memes to trying to guide you to make money, AI agents in the crypto market have continued to evolve and have blossomed in just a few months.
It’s hard to say whether it will bear fruit, but this flourishing of all kinds of things does give people a certain feeling of the DeFi Summer.
If you look back at the last few months of 24 years, you can clearly see a pattern:
From having no real meaning to trying to find more real meaning, AI Agent tokens are looking for more functions to support the narrative.
For example, social networking, music production, helping you build a development framework or investment research. In the current market, if you are not related to AI, it seems that you are embarrassed to talk about your selling point.
The only thing we can do is to clearly identify which stage we are in and make corresponding operations and judgments based on the hot spots of that stage.
As for when the final chapter will come after the hustle and bustle, it is an unpredictable and useless question to worry about. After all, there will always be someone to pay for the feast and there will always be someone to benefit from the trend.
Grasping the trend is the main theme of the crypto market.
