Author: Nancy, PANews

In the past two months, the AI Agent sector has experienced significant market turbulence. According to Cookie.Fun data, as of April 1, 2025, the total market capitalization of the AI Agent sector has shrunk to approximately $6 billion, a substantial decline from the previous peak of over $20 billion. Statistics from PANews on six popular AI Agent projects show that these tokens have generally faced declines of over 90% in market value. Despite the sluggish market performance, projects continue to focus on technological iteration, ecosystem expansion, and product optimization, attempting to find a breakthrough during this winter.

ai16z

Recently, ai16z has experienced a dramatic decline in market value. GMGN data shows that as of April 1, the market value of ai16z has dropped from a historical peak of $2.53 billion to $199 million, a decrease of 92.13%.

However, during this period, ai16z has continued to push forward through brand restructuring, technological iteration, and ecosystem expansion. For instance, at the end of January this year, ai16z founder Shaw made a significant announcement stating that to move towards the next stage, a comprehensive brand restructuring plan would be implemented, and the project would officially be renamed ElizaOS, while the token name ai16z would temporarily remain unchanged until the DAO voting module goes live, at which point the community will vote on future changes.

Shortly after the brand restructuring, ElizaOS released a framework roadmap, with core content including: autonomy and adaptability, modularity and composability, and decentralization and open collaboration. The team also emphasized that their mission is to develop a scalable, modular, open-source AI agent framework that can thrive in both Web2 and Web3 ecosystems, believing that AI agents are a key step towards AGI (Artificial General Intelligence), enabling increasingly autonomous and powerful systems.

In a recent tweet, Shaw announced that Eliza v2 is ready and will soon begin marketing and official announcements for its launch. Meanwhile, the Launchpad platform auto.fun is also set to launch, starting with its first partners in two weeks.

Virtuals Protocol

GMGN data shows that as of April 1, VIRTUAL's market value has dropped by 91.8% from its historical high, now approximately $370 million. Dune data indicates that as of March 31, Virtuals Protocol's daily trading revenue has plummeted by 99.6% from its peak, leaving only $6,182.

In February of this year, Virtuals Protocol announced its expansion into the Solana ecosystem, subsequently renaming its ecosystem fund to Virtuals Ventures to provide funding and support for agents on the platform while maintaining transparency. In March, Virtuals integrated the trading aggregator Enso into G.A.M.E, allowing instant access to over 200 protocols and completing token swaps, lending, borrowing, and reinvestment in a single transaction. In mid-March, Virtuals Protocol released the multi-agent framework ACP, aimed at achieving efficient collaboration among AI agents, focusing on the implementation of autonomous hedge funds and trading DAOs, as well as autonomous media organizations, concentrating on AI investment and AI content creation, and launched the first Virtuals ACP Hackathon.

Shortly after, Virtuals Protocol launched the Virtuals Partners Network (VPN), aimed at providing customized support, funding, and strategic guidance to outstanding AI agent founders. In recent days, Virtuals Protocol also announced it is updating its fee distribution model to promote the adoption of ACP and better reward agent creators. In the new fee structure, 70% of transaction fees go directly to the agent creators' wallets, while 30% goes to ACP.

arc

GMGN data shows that as of April 1, arc's market value has fallen to approximately $48 million, a decline of over 90.9% from its peak.

During this time, arc has continued to deepen its layout in AI agents and provide technical support for multiple collaborative projects. In February, arc launched the token issuance platform Arc Forge, built on Meteora DLMM and integrated with Jupiter routing, aimed at providing a strong liquidity foundation, anti-sniping measures, and direct synergy with ARC for new projects.

Recently, the multi-strategy trading agent platform AskJimmy released its first toolkit, Rig Trading Kit, built on the arc's Rig framework, written in Rust and designed for cryptocurrency trading. At the same time, Mira Network announced its collaboration with arc to integrate its Rig framework with Mira's validation layer, helping developers build safer and more reliable AI applications. Additionally, Arc launched Arc Handshake, aimed at providing the necessary funding and support for developers, with initial partners including FabelisAI and AgentTankLive. According to plans, arc also intends to launch an application store for AI agents, ARC Ryzome, and a payment solution integrated with the ARC ecosystem, ARC Payments.

AIXBT

GMGN data shows that as of April 1, AIXBT's market value has declined from a historical peak of $750 million to approximately $94.95 million, a decrease of 87.3%.

In the past two months, AIXBT has continuously optimized its real-time market intelligence capabilities, with its project analysis not limited to simple data output, covering on-chain data and technical aspects, accompanied by concise narrative interpretations (such as the impact of regulatory dynamics). At the same time, AIXBT has begun to focus on a broader range of crypto ecosystem events and integrate data sources beyond X (such as Discord, Telegram, or news websites) to provide a more comprehensive market sentiment analysis. Notably, in mid-March, AIXBT's autonomous system's security dashboard was hacked, resulting in the theft of 55 ETH from a simulated wallet.

GRIFFAIN

GMGN data shows that as of April 1, GRIFFAIN has dropped over 93.3% from its historical high, with a current market value of approximately $37.5 million.

In recent months, GRIFFAIN has continued to iterate its AI agent engine to simplify on-chain operations. In February, GRIFFAIN launched the "Trading Co-Pilot" feature, supporting users in token swaps, gaining market attention, tracking large holders, and summarizing news, thereby enhancing users' trading efficiency and information acquisition capabilities. In the same month, GRIFFAIN released the Griffain Agent Studio, allowing users to quickly create AI agents. It also further upgraded its features, allowing users to create recurring tasks through one-click templates, including dollar-cost averaging tokens, sending token research reports, automatically posting and replying on X, and ordering weekly coffee. By the end of March, GRIFFAIN integrated the limit order feature of Jupiter Exchange, further simplifying trading operations.

Swarms

GMGN data shows that as of April 1, Swarms' market value has continued to decline from its historical high of $480 million to the current $33.27 million, with a total drop of 92.96%.

From adjusting token economics to a comprehensive upgrade of multi-agent products, Swarms has recently undergone a series of product and technological updates. For example, in February, the Swarms team publicly proposed an important initiative to address the issue of token prices potentially being manipulated by malicious holders and exchanges, increasing the proportion of chips held by the team from 2% to 10%. This adjustment will be implemented through the establishment of a DAO and inviting token holders to join the investment token.

Entering March, Swarms accelerated the implementation of technology, including the release of Swarms API, its first multi-agent API product aimed at real-world applications, designed to simplify the development process of enterprise-level multi-agent collaboration and provide easy-to-integrate and deploy tools. At the same time, the official announcement also previewed the upcoming release of a new no-code multi-agent platform. In the same month, Swarms also launched the Agentic Structured Outputs feature, which helps enterprises achieve higher automation and precision in complex tasks. Recently, the Swarms framework welcomed the update to version 7.6.1, introducing new reasoning agents and improved multi-agent architecture, aimed at enhancing the system's collaboration capabilities and intelligence level.

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