The valuation ceiling for practical AI agents can reach tens of billions of dollars.

Written by: IcoBeast.eth

Translated by: Luffy, Foresight News

The flourishing AI agents present numerous exciting opportunities, but there are also many pitfalls. The speed at which new agents are emerging is dazzling, as everyone is eager to launch AI agent platforms to attract attention, and more importantly, platform fee revenue.

The harsh reality is that we currently do not know whether AI agents have peaked or if their future potential is limitless. This does not mean that frameworks and classification schemes are meaningless; it simply means that no one can get everything right.

Therefore, what I aim to do is outline how we should treat AI agents now and what this means for their potential valuations. Note that nothing in this article is investment advice.

I believe there are currently three main categories of AI agents in the market, and this number may increase to four, but before that, let’s take a look at how the current situation is developing.

• Cultural / Community Awareness Drivers

• Companion / Intellectual Property Agents

• Practical Agents

These categories are distinctly different. That said, real-world agents can possess elements from multiple categories simultaneously. In the long run, any legitimate AI agent will embody capabilities from all three categories. I will now explain these categories.

Cultural / Community Consensus

You may already know some of these AI agents: zerebro, Fartcoin, Truth Terminal, Dolos, etc. These tokens have garnered a fervent following and interact with fans daily on Twitter. These are the AI tokens favored by your favorite KOLs.

They are junk posts, they are fun (sometimes), and they are decadent. They are easy to understand (or at least make you think you understand them), which is why your KOL friends like them. They are essentially true AI agent memecoins. Like MOG, PEPE, and SPX, these currencies exist and hold value because people feel a sense of belonging by owning them.

That said, I believe these tokens cannot truly harness the full power of AI. Allowing them to exist merely as interactive memecoins is almost a waste. Some have already realized this: the developers of zerebro are moving towards practical applications. I believe this is the future of this category. Either face a market valuation ceiling (below PEPE) or expand into killer use cases alongside collective consensus to elevate the valuation ceiling.

I currently have little exposure to these tokens (although I initially bought a few in the range of 2 million to 10 million). I do not think they have peaked (at least in the long term), but this rise is not what I am looking for at the beginning of a bull market. I expect that few of these agents will have the potential to reach a market cap of 2 billion, with many reaching valuations in the 8 or 9 figures, then struggling to survive.

Companion / IP

You should have seen many of these tokens as well, but perhaps you did not realize the distinction from the first category. The appeal of these agents is very niche, feeling more like private friends rather than part of a large community you belong to, think of the random agents launched on vvaifu or character-based agents in Virtuals (AIRENE/SISAI/etc.).

I believe this category overall has much lower returns than the first category, and most will not generate any interest. But the winners will win big. And that’s the most interesting part—finding the winners. In this category, I want to support an agent developed by someone fully committed.

My choices are Sploot (launched by Jonah on Virtuals; I know Jonah can be a polarizing figure in crypto gaming, but he is indeed successful and a great marketer, which is the advantage I want), Lexi (launched by Coop9000 on Virtuals; Coop9000 is deeply involved in AVAX marketing and business development), and then the popular choice Wokie (launched by bitcoin.com on Virtuals).

Ultimately, the valuation ceiling for these characters may be in the range of 20 to 30 million dollars unless someone creates a breakthrough character that people can't get enough of.

Practical

This is the holy grail of AI agents. There are many topics to discuss on this subject, and people are developing and experimenting with new practical use cases every day.

For nearly a decade, we have been peddling useless functional tokens that solve problems no one cares about. I believe AI agents are the new paradigm for practical tokens. Real technology can provide services that people genuinely want.

The strange thing is: if meaningless, unused functional and governance tokens can reach valuations in the billions, why can't AI agents with actual use cases?

Here are some of my current favorite agents:

• AIXBT: Absolutely the best market sentiment and momentum capture tool available right now. In my view, its value should exceed 1 billion dollars.

• VADER: A brain game, effectively trying to establish and manage institutional-level agent investments. It is the on-chain tokenized BlackRock.

• WAI Combinator: The name is interesting, and the concept is intriguing (though a bit off-topic). They are building an AI incubator to help other AIs grow better. I don’t know if it’s effective, but they have already released reports on investing in other promising AIs.

• DeFi maximization: Many teams are building (and about to release) AI agents that will automatically manage your yield positions to maximize returns. Once we can abstract the complex management of LPs, yields will rise significantly. This concept is a money printing machine.

• PolyAI: It is an agent that can analyze Polymarket information in real-time. It may be effective, it may not, but it is really interesting.

The possibilities in this field are limitless. Look for exciting new practical AI agents and get them early. You will see practical agents worth billions of dollars in two years.

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