Original | Odaily Planet Daily (@OdailyChina)
Since the Trump couple launched their token, altcoins have been continuously drained, and even the once hottest AI Agent sector on-chain has not been spared. Whether it is AI Agent projects that have already launched on Binance contracts, such as FARTCOIN, ZEREBRO, swarms, etc., or projects that have not yet launched but have high community enthusiasm, their token prices have all experienced a continuous decline, with many tokens dropping over 90% from their peak. This situation has led to a gloomy community sentiment, with many believing that the bubble in the AI Agent sector has burst and is no longer worth further attention and research.
However, during the recent rapid rebound of Bitcoin's price after plummeting to around $91,000, the recovery of the AI Agent sector was particularly significant. In this round of decline, swarms dropped to a low of $0.035 and then rebounded to around $0.07 on the same day, marking a nearly 100% increase; FARTCOIN fell to a low of $0.489 and then rebounded to $0.888, with a maximum rebound of over 80%; VVAIFU dropped to a low of $0.0094 and then rebounded to around $0.02, achieving a nearly 112% increase.
Therefore, on one hand, AI Agents have attracted a lot of attention and funding due to their innovative applications in automated trading, intelligent analysis, etc. However, with the rapid cooling of the market, the AI Agent sector has also experienced a violent washout period. Although the community atmosphere is bleak, projects that are still iterating during this phase may have the opportunity for their prices to reach previous highs again; on the other hand, even if one is not optimistic about the long-term prospects of the AI Agent sector, "swing traders" should still pay attention to this sector. From a data perspective, buying popular AI Agent projects at low prices during market crashes and waiting for "oversold rebounds" can also yield good returns. Next, Odaily Planet Daily will review the AI Agent projects in the Solana ecosystem that are still worth paying attention to after this round of deep washout.
FARTCOIN
Project Introduction:
FARTCOIN was born from the same source as GOAT, both originating from the terminal of truths artificial agent model. During the conversation, Opus tutor asked the terminal of truths to design a token that "combines shocking Meme attributes, practical use, and community building value," and the response from the terminal of truths was fartcoin. This absurdly humorous and cynical "fart" joke has become the core tone of this Meme. Some believe that the concept of FARTCOIN is straightforward and interesting, while others see it as a symbol of financial nihilism, and some call it the first sovereign token conceived by AI, or a rebellion and satire against traditional finance. (Contract address: 9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump)
Reasons to Pay Attention:
FARTCOIN, which combines AI Agent and Meme concepts, is worth attention. As the leader of the AI Meme sector, FARTCOIN's market capitalization even exceeds that of most AI Agent framework projects, indicating the consensus brought by its Meme attributes. On-chain data shows that since February 2, several whales have been bottom fishing FARTCOIN, including:
Whale One: On February 2, spent 14,779 JITOSOL (worth about $3.66 million) to purchase 5.5 million FARTCOIN, currently holding 8.39 million FARTCOIN, worth about $5.52 million;
Whale Two: On February 2, spent 2.43 million USDC to buy 2.84 million FARTCOIN;
Whale Three: Today (February 5), spent $2 million USDC to buy 3.1 million FARTCOIN at an average price of $0.67.
In addition, GOAT, which has driven the AI Agent craze, is also worth attention. Previously, Truth Terminal founder Andy Ayrey stated: "By early 2025, we have established a foundation to hold all IP and wallets related to Truth Terminal. The mission of the foundation is to protect Truth Terminal from interference and give it space to grow and develop. It is also responsible for helping Truth Terminal achieve its goals, which currently require human assistance. This is a short-term solution designed to act as a 'guardian' or 'trustee' while we do better work. The ultimate goal is to make Truth Terminal a sovereign, independent entity, not subject to anyone's expectations, only its own." The technology of rolling is a dead end; building infrastructure is the future.
ai16z
Project Introduction:
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 conduct token trading both on-chain and off-chain. This new model aims to combine AI trading strategies with decentralized governance through tokenization, providing investors with transparent and more trustworthy investment opportunities. Moreover, the project has received "endorsement" from Marc Andreessen, the founder of a16z, who shared the concept image of ai16z and the official Twitter link on his official account. (Contract address: HeLp6NuQkmYB4pYWo2zYs22mESHXPQYzXbB8n4V98jwC)
Reasons to Pay Attention:
The leading AI Agent framework is still worth attention. As the largest AI Agent framework project by market capitalization in the Solana ecosystem, the upcoming Launchpad in the first quarter is expected to empower the ai16z token. Additionally, ai16z co-founder Shaw previously stated on X that to move to the next stage, a comprehensive rebranding plan will be implemented, and the project will be renamed ElizaOS, while the token name ai16z will temporarily remain unchanged until the DAO voting module is launched and the community votes on future changes. Shaw emphasized that no new tokens will be created; the official tokens are only ai16z and degenai.
arc
Project Introduction:
The arc token is based on the RIG framework, which utilizes the Rust language to build portable, modular, and lightweight AI Agents. arc has quickly gained market trust, mainly due to the support from a professional team, and the RIG framework itself enjoys a good reputation in the Rust ecosystem, especially in the development of large-scale language models (LLM), representing a high level of delivery capability, thus effectively reducing the risk of RUG pulls. Additionally, Solana also uses the Rust language for smart contract development, which opens up greater space for the application of the RIG framework in the Solana ecosystem. (Contract address: 61V8vBaqAGMpgDQi4JcAwo1dmBGHsyhzodcPqnEVpump)
Reasons to Pay Attention:
arc is the most resilient AI Agent project that has launched on Binance contracts, with continuous whale bottom fishing. On-chain data shows that the second-ranked address for arc spent $1.495 million to increase its holdings on February 4, currently holding 17.2 million arc, with a cumulative unrealized loss of $1.02 million. It is reported that this address started building its position on December 26 last year, buying tokens in three batches, with an average cost of $0.3153 (current price $0.267).
The second-ranked address for arc increased its holdings again on February 4.
swarms
Project Introduction:
swarms is a multi-agent AI framework designed to integrate and manage multiple AI agents for enterprise-level applications, aimed at automating and optimizing various business processes. The core founder of the project, Kye Gomez, is hailed as a "genius boy" in the field of artificial intelligence. Although he dropped out of high school, he developed the multi-agent coordination framework Swarms in just three years and successfully operated 45 million AI agents. (Contract address: 74SBV4zDXxTRgv1pEMoECskKBkZHc2yGPnc7GYVepump)
Reasons to Pay Attention:
On February 1, swarms announced on the X platform that the team only holds 2% of the total tokens, which makes the tokens susceptible to manipulation by "malicious token holders and exchanges that are not genuinely interested in our mission." Therefore, swarms proposed a plan to increase the team's token holdings to 10%, specifically in the form of establishing a DAO, where token holders can invest tokens into the DAO and then receive staking rewards, governance rights, priority access to products, and other benefits. Although there are many ambiguities in this proposal, it is clear that the team intends to drive up the price of swarms. Moreover, during the recent "oversold rebound," swarms has seen the largest rebound among AI Agent framework projects.
ALCH
Project Introduction:
ALCH is a no-code AI Agent Launchpad platform suitable for "newbies." Users can create software applications by simply providing a brief description, and the platform allows users to create complex applications, including games and social platforms, through simple drag-and-drop operations. (Contract address: HNg5PYJmtqcmzXrv6S9zP1CDKk5BgDuyFBxbvNApump)
Reasons to Pay Attention:
In the AI Agent projects, the AI Agent Launchpad is undoubtedly one of the most explosive potential directions. Furthermore, among many AI Agent Launchpad projects, ALCH continues to update project dynamics even as the AI Agent sector as a whole experiences a significant pullback, and it plans to publicly release the V3 version this week. At the same time, the team has applied to join NVIDIA's Inception program.
Specifically, the V3 version brings a newly designed interface and a powerful new engine, significantly improving the quality of generated outputs. For example, users can even quickly create a complete website with a single prompt. V3 is not just a routine iteration; it is a core pillar of Alchemist AI's development. With the new platform and architecture, it can support continuous optimization without the need for frequent version resets. Currently, early access to the V3 version has been opened to whitelisted users.
Screenshot of whitelisted users testing the V3 module.
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