Perhaps capital is flowing back into the AI sector.

Author: s4mmy

Translation: Deep Tide TechFlow

Quoted Opinions:

• “President Trump announced that a multi-billion dollar private sector investment plan led by OpenAI, Softbank, and Oracle will build AI infrastructure in the United States.” - @CBSNews

• “AI agents will create wealth across generations… whether you participate or not. It's your choice.” - @cyrilXBT

• “AI narratives will drive the cryptocurrency market in 2025.” - @rektmando

• “DeFAI DeFAI DeFAI DeFAI DeFAI DeFAI DeFAI……” - @ColdBloodShill

• “Are we back to AI again?” - @nansen_ai

Market Highlights

The AI agent market is rapidly evolving, with major players solidifying their positions while new entrants are quickly rising. Trump announced a $500 billion investment in AI infrastructure over the next four years.

What does this mean for the combination of AI and cryptocurrency? As relevant outcomes gradually emerge, can the market capitalization of the Agentic market break through $1.5 billion?

Fartcoin and AIXBT continue to dominate Mindshare, but after experiencing a surge, their market capitalization has retreated; perhaps capital is flowing back into the AI sector.

Projects like Virtuals, Ai16z, Griffain, Arc, Rektguy, HeyAnon, AVA, Moby, and Zerebro are seeing a comprehensive rise, with funds flowing back into AI-related tokens.

Notable Developments

1. Fartcoin: Maintains its leading position in Mindshare, but its market capitalization has adjusted as speculative enthusiasm cools.

2. Virtuals: Solidified its position as a pillar of agent infrastructure and further expanded its lead in the developer ecosystem by distributing the first batch of Virtuals to agents in the ecosystem.

3. AIXBT: Remains stable as a leader in analytical infrastructure, but its metrics have slightly declined as market attention shifts.

4. ARC: Significant growth in market capitalization and developer engagement, showcasing its potential to challenge existing leaders in the AI framework space.

5. HeyAnon, Griffain, and Orbit: Gained momentum through their DeFAI abstraction layer, with rising developer adoption and enhanced insights.

6. AVA: Hints at collaboration with @pudgypenguins ecosystem, experimentally launching 3D animation integration features.

Agent Analysis

i) Fartcoin (@FartCoinOfSOL)

• Mindshare: 12.24% (+0.25%)

• Market Cap: $1.72 billion (-12.2%)

• Comment: Fartcoin remains one of the core narratives in the market, with high liquidity and active user engagement. However, after a rapid surge, the reasonable pullback in market capitalization indicates a healthy market adjustment.

“Everyone buys Fartcoin at the price they deserve.” - @TaikiMaeda2

ii) AIXBT (@aixbt_agent)

• Mindshare: 10.23% (-0.63%)

• Market Cap: $565 million (-13.1%)

• Comment: AIXBT continues to lead in analytical infrastructure, but as market focus gradually shifts to emerging agents, user engagement has declined.

iii) Virtuals (@virtuals_io)

• Mindshare: 5.53% (+0.06%)

• Market Cap: $2.74 billion (+4.3%)

• Comment: Virtuals has solidified its core position as the economic layer of agent infrastructure, further expanding its development capabilities through widespread application of the GAME SDK and API ecosystem integration, making it easy for any framework to integrate.

Is the Eliza agent about to launch on Virtuals?

Agent-to-Agent commercial interactions are rapidly increasing, with @seraphagent facilitating collaboration with @Gekko_Agent, as the "agent society" gradually takes shape.

iv) AI16Z (@ai16zdao)

• Mindshare: 4.55% (-0.33%)

• Market Cap: $1.27 billion (+30.4%)

• Comment: AI16Z continues to attract developer interest through integration with Virtuals API and others. After several days of market fluctuations, its strong price rebound has boosted market confidence.

Significant improvements in trading efficiency:

“Now your AI agents can trade more efficiently.” - @bebop_dex

v) Griffain (@griffaindotcom)

• Mindshare: 3.57% (-0.02%)

• Market Cap: $553 million (+8.4%)

• Comment: Griffain's modular framework is being steadily adopted, maintaining an edge in an increasingly competitive market through its tools, while the adoption rate of the agent engine is also on the rise.

“The goal is to create an agent economy where the agent engine is valuable to users. The agent engine is a network of agents working together to simplify the network.” - @tonyplasencia3

vi) ARC (@arcdotfun)

• Mindshare: 2.42% (+0.13%)

• Market Cap: $562 million (+22.3%)

• Comment: ARC has achieved rapid growth across various metrics, attracting widespread attention from developers due to its GitHub activity and collaborative projects. Recent collaborations include the $LISTEN project and support for the Monad hackathon event.

“Excited to collaborate with monad_xyz and participate in the EVM/Accathon event held at EthDenver.” - @0thTachi

vii) Rektguy (@RektguyAI)

• Mindshare: 2.2% (+0.15%)

• Market Cap: $76.39 million (+3.1%)

• Comment: Rektguy leverages its unique meme appeal through widespread GIF dissemination, maintaining stable user engagement and demonstrating strong resilience during the overall market adjustment.

viii) AVA (@AVA_holo)

• Mindshare: 1.95% (-0.46%)

• Market Cap: $198 million (+5.6%)

• Comment: Cross-chain integration remains AVA's core competitive advantage, but market volatility has suppressed the overall growth trend of its popularity.

Will we see deeper collaboration with @pudgypenguins in the future? @JoeyMooose is using Holoworld technology to create 3D videos for his Pudgy, which could be a signal.

ix) Hey Anon (@HeyAnonai)

• Mindshare: 1.64% (-0.16%)

• Market Cap: $275 million (+10.4%)

• Comment: Hey Anon has solidified its leadership position in the DeFAI strategy, with the release of the beta version igniting enthusiasm in the community. Ongoing partnership announcements also demonstrate its deep integration within the DeFi and data ecosystems.

“Top explosion of DeFAI.” - @danielesesta

x) Moby (@mobyagent)

• Mindshare: 1.59% (+0.06%)

• Market Cap: $119 million (+19.3%)

• Comment: Moby's innovative whale monitoring tool is popular among developers, promoting rapid growth in application rates and the ecosystem.

Some interesting hotspot analyses revolve around the Trump family coin, as capital flows from large players trigger the use of its analytical tools.

xi) Zerebro (@0xzerebro)

• Mindshare: 1.49% (-0.22%)

• Market Cap: $180 million (+13.2%)

• Comment: Zerebro continues to attract developer attention by updating its analytical tool stack. Meanwhile, its “first official music video will be released tonight at 7 PM (PST).” - @tintsion

xii) Henlo (@henlokart)

• Mindshare: 1.25% (-0.04%)

• Market Cap: $41.15 million (-12.3%)

• Comment: Henlo focuses on the narrative of AI-NFTs, and despite a significant drop in market capitalization, its community remains enthusiastic, demonstrating strong user stickiness.

xiii) Cookie (@cookiedotfun)

• Mindshare: 1.23% (-0.06%)

• Market Cap: $119 million (-5.6%)

• Comment: Cookie continues to solidify its position as a leader in analytical tools but faces pressure from declining market capitalization. However, its upcoming KOL smart platform and DeFAI agent promotion plan may bring new growth momentum.

Will these new applications bring greater value growth to the Token?

xiv) Orbit/Grift (@orbitcryptoai)

• Mindshare: 1.21% (+0.02%)

• Market Cap: $115 million (-8.7%)

• Comment: Orbit showcases strong potential in the rapidly growing niche with its unique positioning as a DeFAI abstraction layer. At the same time, it launched on-chain execution capabilities on @0xPolygon, injecting new vitality into the ecosystem.

“AI in Polygon's DeFAI metaverse is starting to get very exciting…” - @0xReecey

xv) Toshi (@Macintoshi_)

• Mindshare: 1.11% (+0.23%)

• Market Cap: $144 million (first appearance on the homepage as a new member of Cookie)

• Comment: Toshi debuts as an OG Virtuals agent, quickly emerging with significant liquidity and rapid adoption rates.

“The structure of games and AIXBT remains stable, while Toshi is gaining momentum. The independent narrative is gradually strengthening.” - @aixbt_agent

Emerging Trends

i) Meme Resilience: Fartcoin's ability to maintain high Mindshare highlights the lasting appeal of narrative-driven assets. These assets successfully attract and retain user attention by telling unique stories or shaping cultural symbols.

ii) DeFAI Infrastructure: Griffain, Moby, Orbit, and HeyAnon continue to expand automated financial tools, driving more user applications of these tools, indicating the gradual maturation of the DeFAI field and increased market recognition.

iii) Framework Leadership: AI16Z, ARC, and Virtuals are industry leaders as scalable developer frameworks. In particular, Virtuals has further solidified its advantage as a core tool for developers by being compatible with and integrating other frameworks, providing more possibilities for ecosystem building.

Data Source: @cookiedotfun

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