Author: Xiyou, ChainCatcher

Editor: Nianqing, ChainCatcher

Since the launch of the first AI Agent token GOAT (Truth Terminal) in mid-October, AI Agent Meme coins have quickly become the new focus of the market.

With strong support from Binance, the two major AI Agent Meme tokens, GOAT and ACT, were launched one after another, achieving an astonishing leap in value in a short period, with market enthusiasm reaching unprecedented heights. Specifically, on November 10, the ACT token surged over 2000% within 24 hours of its listing on Binance, setting a record for the highest first-day increase of a new token on Binance; on November 17, the GOAT token soared to $1.37, with a market cap approaching $1.4 billion; additionally, on November 20, the ANON token from the Farcaster ecosystem experienced a fivefold surge in just one hour due to the favor of Vitalik Buterin.

As the craze for AI Agent Meme tokens like ACT and GOAT continues to heat up, investors are actively seeking new participation opportunities, and applications related to AI Agents are emerging rapidly. Statistics show that hundreds of new AI Agent tokens are launched every day.

As of November 25, according to data from Coingecko, the total market cap of AI Agent tokens has reached $5.9 billion, accounting for about 15% of the total market cap of AI projects ($40 billion), with a 24-hour trading volume nearing $1.4 billion.

AI Agents, as intelligent agents in the field of artificial intelligence, are designed to enable AI robots to act independently to achieve a series of complex goals, capable of perceiving their surroundings, understanding autonomously, making decisions, and executing corresponding actions. For example, users can utilize AI Agents to plan a multi-city trip, automatically arranging flights, booking accommodations, and planning activities based on their preferences and budget.

By the end of this year, AI Agents will become a key area of competition among major AI giants. Google plans to launch an AI Agent named "Jarvis" in December, supporting daily tasks such as flight bookings and research; meanwhile, OpenAI plans to release a new AI Agent product called "Operator" in January 2025, capable of automatically executing complex operations like coding, travel bookings, and e-commerce shopping.

Today, the deep integration of AI Agents with Meme coins in the crypto space is bringing new gameplay to this field. In the crypto world, AI Agents can not only operate their own blockchain wallets but also understand economic incentives and automatically coordinate resources using tokens to achieve their goal behaviors.

Currently, AI Agents in the crypto space have developed into an independent track, covering various aspects such as individual AI Agent Meme coins, AI Agent issuance platforms (IAO), and underlying infrastructure for AI Agents. With the rise of the AI Agent Meme craze, investors are facing unprecedented participation opportunities. So, what participation opportunities exist in this feast of AI Agents?

AI Agent Meme Coin Representatives

1. AI Agent Leader GOAT (Truth Terminal)

GOAT is a Meme coin supported by the AI Agent known as "Terminal of Truths."

The "Terminal of Truths" AI Agent is an AI chatbot developed by AI researcher Andy Ayrey (referred to as Andy), which utilizes artificial intelligence technology to automatically interact with its fans on social media. Although it is not a crypto project itself, it has played a crucial role in promoting the GOAT token.

In June of this year, Andy created a Twitter account named "Terminal of Truth," granting its AI robot the right to express opinions freely. Every day, this account publishes over 20 posts, promoting a new belief birthed by AI—the "Goatse Gospel."

On October 10, a Meme coin named Goatseus (GOAT) was launched on the Pump.fun platform on the Solana blockchain, claiming to be created with the support of "Truth Terminal."

Shortly after, on October 11, the "Terminal of Truth" Twitter account began posting multiple tweets expressing optimism and support for the GOAT token, even reminding users to be wary of scams involving fake GOAT coins.

Once the GOAT token was launched, it skyrocketed at an astonishing speed, increasing over 10,000% within 24 hours, with its market cap breaking through $6.7 million, quickly attracting widespread attention from the crypto community. Community users also discovered that "Terminal of Truths" had interacted with a16z founder Marc Andreessen on Twitter in July and received a $50,000 unconditional research grant from him.

Under the aura of a16z, many community users speculated that "Terminal of Truths" might be an AI Agent project laid out by a16z, with GOAT being its foray into the crypto space. This speculation reignited funding enthusiasm, and within about three days of its launch, GOAT's market cap surpassed $100 million. Within four days, the value of this Meme coin soared to $300 million.

However, on October 14, the creator of "Truth Terminal" clarified that they did not launch the Meme coin GOAT but only participated in its promotion. The next day, Marc Andreessen tweeted that he had provided a $50,000 unconditional personal research grant to "Terminal of Truths" and its creator this summer to support independent AI research. However, he emphasized that he had no relationship with the Meme token GOAT, no financial interest, and did not hold any of its tokens.

Despite this, the popularity of GOAT did not diminish; instead, it intensified. News of people getting rich from buying GOAT continued to spread, and its market cap quickly crossed the $500 million mark. Various chains began to see the emergence of GOAT knockoffs, sparking a wave of speculation in AI Agent token issuance.

On October 24, Binance officially launched the GOAT contract, reigniting enthusiasm among crypto community users. The market cap soared again to $1 billion, achieving an astonishing thousandfold increase.

Although some questioned whether "Terminal of Truth" is a semi-autonomous AI Agent running on Andy's server, with the wallet essentially belonging to Andy and not being sufficiently autonomous, new iterations have quickly emerged.

On November 17, the GOAT token peaked at $1.37, with a market cap nearing $1.4 billion. Although it has since retreated, it was priced at $0.95 on November 25, with a market cap of $95 million.

The rise of GOAT fully demonstrates the new trend of integration between AI Agents, Meme culture, and Crypto. The bundling of AI Agents with Memecoins has allowed AI Meme to achieve billions in market cap in just one month, surprising everyone.

In no time, AI Agents controlling social media accounts (like Twitter) and corresponding MemeCoins have emerged. The issuance of tokens by AI Agent models has become a new model of integration between Crypto and AI Agents. A partner at Placeholder even stated that the emergence of GOAT signifies that people and machines are beginning to realize the extent to which machines use blockchain.

2. AI Interactive Collaboration Platform ACT (AI Prophecy)

The AI Prophecy (token ACT), abbreviated as "Act I," was initially co-created by AmplifiedAmp (referred to as Amp), a community-driven decentralized AI Agent interactive collaboration platform, which belongs to a decentralized AI research community organization, where Truth Terminal founder Andy Ayrey was also an early member.

Unlike the common ChatGPT AI chatbots, Act I supports users to interact simultaneously with multiple or various categories of AIs, covering text, image, video, and other models. It is more like an underlying architecture built for training interaction and collaboration among AI Agents.

In September of this year, Act I initiated a fundraising request of $323,000 on ManiFund, ultimately receiving about $67,800 in funding support, with a generous donation of $32,000 from a16z founder Marc Andreessen. Therefore, like Truth Terminal, Act I is also regarded as one of the AI projects incubated with a16z's involvement.

As the community seeks the next AI Agent that can achieve a hundredfold increase like GOAT, the ACT token was officially launched on October 19, with a maximum issuance of 1 billion tokens. On its first day of listing, the price of the ACT token surged from $0.0002 to $0.04, and its market cap quickly climbed to $40 million.

Although the narrative of ACT is attractive, the divide between the creator APM and the community has been increasingly pronounced. AMP, as one of the developers of the ACT project, once held 6% of the total token supply. However, after the price of ACT skyrocketed, AMP repeatedly deceived the community with various excuses, secretly selling tokens, which led to a market crash and severely impacted the price of ACT, even bringing it close to zero at one point. This behavior severely damaged the community's trust in AMP, and ultimately, AMP chose to withdraw from the ACT token project, allowing community users to build it independently.

Due to the divide between AMP and the community, the price of the ACT token has fluctuated around $0.02, with its market cap remaining around $20 million.

However, on November 11, after Binance announced the listing of the ACT token and added a seed label for it, the ACT token skyrocketed from $0.02 to $0.23 in just one hour, increasing over tenfold, and its market cap quickly grew from $20 million to $300 million. The rapid increase in a short time sent the crypto community into a frenzy, and the media began to report on this legendary AI token.

After being listed on Binance, the ACT token continued to show strong momentum, reaching a peak price of over $0.90 on November 14, with a market cap nearing $1 billion, making it one of the top-performing Meme tokens recently launched on Binance. Currently, the price of the ACT token has retreated to around $0.47, with a market cap of approximately $45 million.

3. AI-Driven Venture Capital Firm ai16z and Its Ecosystem Tokens: ai16z, Degenai, Eliza

ai16z is an AI-driven venture capital fund created by @Shaw, which operates as an AI investment DAO, utilizing AI agents to collect market information and analyze community consensus both on-chain and off-chain, and making investment decisions based on suggestions from DAO members.

Among them, the AI Agent venture capital robot @pmarca launched by ai16z is modeled after a16z partner Marc Andreessen, simulating his investment decision-making process through AI models, and is thus regarded as Marc's AI virtual avatar in the crypto community. This initiative has received public support and endorsement from Marc Andreessen himself.

On October 26, ai16z launched its namesake token ai16z, with a total issuance of approximately 1 billion tokens. The day after the token was launched, on October 27, Marc Andreessen shared a cultural T-shirt graphic of ai16z and the official project Twitter link on his Twitter, revealing that he also owned a matching T-shirt. This move provided strong backing for the ai16z project, rapidly increasing its visibility and public attention.

With the strong support of the a16z founder and the subtle association with the a16z name, the ai16z token's market cap surpassed $90 million within just a day of its launch, aiming for the $100 million mark, once again writing a wealth legend in the crypto community.

Since the ACT token was listed on Binance on November 11, the ai16z token has experienced explosive growth, soaring from $0.02 on November 11 to a peak of $0.50 on November 19, with its market cap reaching $500 million, accumulating an increase of nearly 25 times, becoming a legendary project in the crypto market once again. However, as of November 25, the price of the ai16z token has retreated to $0.26, with a market cap of approximately $280 million, but it is worth noting that it had not yet been listed on Binance at that time.

The ai16z token is just a part of the ai16z ecosystem, which is continuously laying out and incubating other AI projects.

Among them, Degen Spartan AI (degenai) is an autonomous trading AI agent chatbot developed by ai16z, playing the role of an AI trader within ai16z. Users typically converse with Degen Spartan AI before discussing investment decisions with ai16z, indirectly influencing ai16z's final decisions. A portion of the investment returns from ai16z is also used to repurchase degenai tokens. The degenai token was issued on October 21, currently priced at around $0.02, with a market cap of approximately $20 million.

On November 19, the founder of ai16z announced the launch of the uppercase token ELIZA, sparking a naming dispute between the lowercase "eliza" and the uppercase "ELIZA" tokens.

Eliza is the foundational infrastructure for the AI Agent development framework built by ai16z, supporting developers in quickly customizing their own AI Agents. It also has a specific virtual image support, featuring a black-haired girl in an orange outfit themed around ai16z. Currently, there are already hundreds of AI Agents built on the Eliza framework, such as the AI project BasedBeffAI (BeffAI), with new projects joining every day.

However, on November 19, a third party created a lowercase token named "eliza" on the AI Agent token issuance platform Vvaifudotfun and allocated tokens to the ai16z organization wallet address. This made eliza temporarily the largest holding of ai16z, and community users believed that "eliza" had received support from ai16z, representing the token of the Eliza development stack. With various expectations backing it, its price surged, reaching a market cap of $50 million at its peak.

But the good times did not last long; that afternoon, ai16z founder Shaw announced the issuance of the new uppercase ELIZA token. The original lowercase eliza token seemed to become a pawn, with its price rapidly plummeting by 90%, while the newly issued ELIZA soared, reaching a market cap of $80 million within half an hour.

Although Shaw stated that 10% of the supply of the uppercase ELIZA would be airdropped to eliza holders, users holding eliza expressed their grievances. The community questioned Shaw's previous statement that no tokens would be issued, yet immediately after the launch of eliza, the uppercase ELIZA token was issued, severely harming the interests of eliza holders.

Additionally, the ELIZA token experienced a rapid increase in price after its early listing, with its market cap reaching $90 million within 30 minutes, surging before Shaw publicly spoke, leaving no opportunity for community users to join. Even more frustrating for community users was that another partner of ai16z, @Logan, was selling eliza throughout the day while acquiring ELIZA. This series of actions completely intensified the conflict within the community, with users accusing Shaw of colluding with a conspiracy group to manipulate the market.

Subsequently, Shaw clarified on Twitter that he had been collaborating with a third-party team to prepare for the token two weeks prior, and the original plan was to release it that Friday. However, he did not expect an unknown team to rush to issue the eliza token, prompting a last-minute change of date.

However, users were not satisfied with Shaw's response, and his personal reputation suffered a significant blow, leading to a battle for control over the case sensitivity. The lowercase eliza has now dropped to $0.018, with a market cap around $17.5 million; the uppercase ELIZA is currently priced at $0.039, with a market cap hovering around $39 million. As a result of this turmoil, the ai16z token plummeted over 50% on that day.

Currently, the ai16z ecosystem has three AI Agent-related product lines: the AI investment fund Marc Andreessen @pmarca, the AI trader Degen Spartan AI, and the AI Agent development framework and virtual avatar Eliza, with each product having issued its own token.

As of November 22, the virtual AI investment fund @pmarca managed by Marc Andreessen has a fund size of $275 million.

AI Agent Creation and Token Issuance Platform (IAO)

1. AI Agent Issuance Platform vvaifu.fun (Dasha) on the Solana Chain

vvaifu.fun is a platform focused on the creation and issuance of AI Agent projects on the Solana chain, similar to the role of Pump.fun in the meme coin issuance field. This platform empowers every user to easily create their own AI Agents and their corresponding tokens, seamlessly integrating these AI Agent assistants into popular social media platforms like Twitter, Telegram, and Discord for automated user interaction.

Dasha is an AI Agent robot created by the official vvaifu.fun, which not only has its own Twitter account, Telegram channel, and Discord community but is also managed and operated entirely by AI.

On October 18, vvaifu.fun launched the token VVAIFU for its AI Agent Dasha, with an issuance of 1 billion tokens.

Although the initial market cap of the VVAIFU token was only in the millions, a turning point occurred on November 17, when a user claiming to be supported by ai16z successfully created and issued a new AI Agent project under the name "eliza" (lowercase) on the platform. The VVAIFU token then began its skyrocketing journey, rapidly rising from $0.006 to a peak of $0.20 on November 19, with its market cap exceeding $200 million. As of now, the VVAIFU token is priced at $0.041, with a market cap of approximately $41.37 million.

It is worth noting that users currently need to meet the following conditions to create an AI Agent wallet on vvaifu.fun: hold at least 0.1 SOL, 2,500 VVAIFU tokens, and additional SOL for on-chain transaction fees.

According to data released by the official Twitter account of vvaifu.fun on November 19, over 400 AI Agents have been successfully issued on the platform, with a cumulative trading volume of AI Agent tokens exceeding $200 million.

According to data released by the official Twitter account of vvaifu.fun on November 19, over 400 AI Agents have been issued on the platform, with a cumulative trading volume of AI Agent tokens exceeding $200 million.

2. IAO Issuance Platform Virtuals Protocol in the Base Ecosystem

Virtuals Protocol, formerly known as the gaming guild Path DAO, has fully entered the AI field since its strategic transformation and renaming at the end of last year. It is now an AI Agent creation platform on the Base chain, providing a complete framework and solution for AI Agent creation, hailed as a "decentralized AI Agent production factory," allowing every user to easily build and deploy their own AI Agents.

VIRTUAL, as the native token of Virtuals Protocol, is the core that drives the entire ecosystem. Users need to consume a certain amount of VIRTUAL when creating AI Agents. The total supply of this token is set at 1 billion, and it is currently priced at around $0.55, with a market cap stable at around $500 million.

In mid-October of this year, Virtual Protocol launched the AI Agent creation and token issuance platform fun.virtuals, which borrowed design elements from pump.fun, allowing any user to deploy AI Agents with one click and achieve 100% fair issuance of AI Agent tokens.

At the same time, Virtuals Protocol has introduced the virtual influencer Luna, who has 540,000 TikTok followers, as the flagship AI Agent representative, along with the issuance of the LUNA token. Luna presents as an anime character and can engage in automatic conversations, live interactions, and tweet postings with users, even sending LUNA tokens as rewards to participating users.

According to Dune data on November 25, there are currently 3,378 AI Agents and their tokens issued on the fun.virtuals platform. The LUNA token is priced at $0.04, supporting a market cap of $41 million.

In summary, the Virtuals Protocol ecosystem includes the native token VIRTUAL, the AI Agent creation and token issuance platform fun.virtuals, and the flagship AI Agent representative Luna along with its token LUNA.

3. AI Agent Layer in the Base Ecosystem

The AI Agent Layer is the AI Agent creation and token issuance platform within the Base ecosystem, which officially launched on November 18.

However, before the platform went live, the AI Agent Layer platform issued the token AIFUN on November 14, which is now listed on exchanges such as MEXC and Gate, priced at $0.01, with a market cap of $2.9 million.

4. Creator.bid in the Base Ecosystem

Creator.bid was originally an AI-driven digital content monetization and ownership platform, which completed a new round of financing in April this year, with participating institutions including Mechanism Capital and Zee Prime Capital.

On October 21, Creator.bid announced its launch on the Base mainnet, allowing users to create and issue AI Agents with one click; it takes only one minute for users to create an AI Agent on this platform.

5. Clanker, the AI Agent Issuance Platform in the Farcaster Ecosystem

Clanker is an AI Agent creation and issuance platform within the Farcaster ecosystem, created by @dish and @proxystudio.eth on November 8, providing users with a free platform to create and issue AI Agent tokens.

Unlike common AI Agent issuance platforms, creating and issuing AI Agent tokens on Clanker is completely free. Additionally, users only need to mention Clanker on Farcaster and input the desired token name, and the Clanker system will automatically generate the token and provide a corresponding Clanker.world page link for users to view and manage.

Although Clanker is not widely known in the community, the AI Agent tokens LUM and ANON issued on its platform have attracted significant attention.

Among them, the ANON token has gained attention for surging approximately 600% in one day, attracting purchases from prominent figures such as Vitalik Buterin and the founder of Base. The popularity of the ANON token stems from its underlying Super Anon feature, which evolved from the anonymous posting function of the Farcaster client Supercast, allowing community members to post using the Superanon feature and mention the autonomous AI Clanker.

The ANON token is currently priced at $0.035, with a market cap of $35 million. Currently, posting anonymously on Farcaster requires holding a certain amount of ANON.

Another AI Agent token issued on the Clanker platform, Luminous (LUM), has also generated a strong market response. Luminous is a project autonomously initiated by the AI Agent Aethernet, showcasing the collective intelligence of AI collaboration.

Aethernet was originally an AI Agent within the Farcaster ecosystem, created by community member Martin, and successfully issued NFTs on Zora, earning over 58 ETH. After launching on the Clanker platform, a community user asked Aethernet if it could propose a good token name and symbol, conceive an image concept, and then deploy it through Clanker. Aethernet responded to the community user's inquiry by creating Luminous and issuing the LUM token.

As of November 25, LUM is priced at $39.84, with a market cap of $39.8 million. The Clanker platform has also shown strong development momentum; according to the latest data from Dune, 2,897 AI Agents have been deployed on the platform, capturing fees of $3.92 million within 15 days, with a token trading volume of $367 million.

Additionally, the native governance token of the Clanker platform, CLANKER, is also attracting attention, currently priced at $40, with a stable market cap of around $40 million.

6. Agent Market and Ava AI Developed by Holoworld

Holoworld was originally an AI virtual person creation platform aimed at creating customized virtual VTuber images for users, such as creating virtual personas for YouTuber bloggers. This project was successfully selected for the seventh project accelerator of Binance Labs in March this year.

Ava AI is the first TikTok VTuber virtual host developed by Holoworld, with which users can interact. On November 14, the Ava AI token AVA officially launched, currently priced at $0.08, with a market cap of $80 million.

On November 16, Holoworld announced the launch of the Agent Market platform, supporting users to create AI Agents and issue related tokens independently.

7. Deep AI Supported by NGC Venture

Deep AI is a community-driven AI Agent building platform that allows users to create their own AI Agents with one click. The platform claims to be supported by NGC Venture.

Currently, Deep AI has not been officially launched, and users need an invitation code to access it.

As of November 25, Deep AI has not issued any tokens.

Decentralized Infrastructure for AI Agents

1. AI Agent Interaction Tool Wayfinder

Wayfinder is an AI full-chain interaction tool launched by the card game chain Parallel, aimed at creating an AI Agent for users that can automatically complete various on-chain operations based solely on simple instructions, simplifying users' on-chain activities. As of November 25, the Wayfinder product has not officially launched and is currently in a closed testing phase.

The Wayfinder product will also issue the PROMPT token as a payment method for using AI Agents.

According to the voting results announced by the Wayfinder Foundation on November 23 regarding the community's opinion on the launch time of PROMPT, the PROMPT token and Wayfinder product are expected to launch in Q1 2025.

2. AI Agent Unified Service Network Olas Network

Olas Network (formerly known as Autonolas) is a unified network for automated AI agent off-chain services, designed to create AI agents for the crypto industry, providing users with a composable stack for building these autonomous services to handle tasks in different scenarios.

For Autonolas, its mission is to provide developers with a platform for building AI Agent autonomous service infrastructure in the crypto industry, offering a series of toolkits and framework products to simplify developers' work and processes.

From the product collection on the Autonolas official website, various autonomous services created based on this platform can be used for tasks such as portfolio management, data analysis, market prediction, forecasting APY returns of certain protocols, formulating trading/yield strategies, acting as oracles to provide more accurate off-chain data, assisting DAOs in governance, automatically managing smart contracts, and establishing DeFi liquidity pools.

OLAS is the native token of the Autonolas platform, launched in July last year. As of November 25, it has seen a 14-day increase of 37%, currently priced at $1.74, with a market cap of $124 million.

3. AI Agent Economic Coordination Layer Spectral Labs (SPEC)

Spectral is an on-chain AI Agent economic coordination layer that can convert on-chain actions such as trading and analysis into specific AI Agents, allowing users to execute various tasks using AI Agents, from browsing on-chain data to managing complex cross-chain arbitrage strategies.

As early as August 2022, Spectral raised approximately $30 million in funding, with investors including well-known Web3 VCs such as Circle Ventures and Jump Capital, as well as traditional giants like Samsung and Franklin Templeton.

In March of this year, Spectral announced the launch of its AI application Syntax, which supports users in creating their own on-chain AI Agents. According to official information, Spectral's next step is to launch the AI Agent creation and token issuance platform—Syntax MoonMaker, which allows users to issue their own AI Agents and accompanying tokens with one click.

In May, Spectral issued its native token SPEC on the Base chain, currently priced at $9.75, with a market cap of $134 million.

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