Wind Vane?
Written by: Karen, Foresight News
On December 3rd at 23:05 Beijing time, Coinbase announced the inclusion of the meme coin MOODENG on Solana in its listing roadmap.
Subsequently, the price of MOODENG doubled within 10 minutes.
Notably, Arkham data shows that the market maker Wintermute holds MOODENG worth up to $35.91 million, making it their highest valued meme coin. In the MOODENG holding addresses, Wintermute ranks third by holding amount.
Source: Arkham
As early as the end of November, according to analysis by @ai_9684xtpa, 64% of the tokens in Wintermute's TOP 25 meme coins had been listed on Binance, with 6 tokens listed simultaneously on both spot and perpetual contracts. Wintermute's holdings and trading trends have undoubtedly become the focus of market attention.
I found that Wintermute has recently been paying attention to some new AI agents, such as aixbt, nftxbt, Empyreal, and Holoworld. Of course, in terms of holding value, the AI agent token with the largest holding remains GOAT (for market-making purposes), second only to MOODENG, with a holding value of $30 million.
On the evening of December 2nd, an address suspected to be Wintermute (funded by Wintermute) purchased $510,000 worth of AIXBT tokens.
In response, the official Twitter of the aixbt agent bot quickly praised Wintermute for always being able to keenly capture the potential value of tokens, positioning themselves ahead of retail investors. Currently, access to the aixbt terminal requires 600,000 tokens, which have a current total value of $162,000.
On the evening of November 30th, the same address also purchased another AI agent token NFTXBT (nftxbt) within the Virtuals ecosystem, with a purchase value of about $200,000. This action raised the market cap of NFTXBT from less than $3 million to over $10 million in just one minute, and NFTXBT's market cap is currently stable at around $14 million. It is worth mentioning that aixbt and nftxbt have interacted multiple times on Twitter.
Source: DeBank
I previously wrote an article titled "AIXBT Soars 170 Times in Half a Month, Reviewing Potential Stocks of Virtuals AI Agents" at the end of November, noting that most AI agent tokens within the Virtuals ecosystem also experienced significant increases. The official Twitter of aixbt has attracted a large amount of traffic by aggregating hot events, project progress, and data analysis within the community, with its follower count rapidly growing from over 10,000 to 80,000 in just a week or two.
NFTXBT is an AI agent focused on digital art and NFTs, utilizing development resources from the generative art platform fxhash to build an integrated data pipeline for X, (NFT) markets, and on-chain data. Specifically, it will integrate API datasets from major markets including Ethereum (including L2s like Base), Solana, Bitcoin, and Tezos, while also monitoring social activities and providing a curated list of accounts to interpret market signals. AIXBT and NFTXBT have market caps of $250 million and $14 million, respectively.
Additionally, an address marked as Wintermute by Spot On Chain link (not marked on Arkham) also purchased $237,000 worth of EMP (Empyreal) tokens in early December. Empyreal uses its official AI agent Simulacrum (SIMMI) to launch on-chain AI agents from social media using natural language, and Simulacrum also supports betting on X, allows users to post and send DOGE tips, and integrates Claude and ChatGPT to interpret user intentions into on-chain actions. EMP and SIMMI currently have market caps of $92 million and $33 million, respectively.
Furthermore, in mid-November, the Wintermute address received 16 million AVA (Holoworld) tokens and currently holds over 23 million AVA tokens, worth about $980,000, ranking fifth among AVA holders. AVA currently has a market cap of $43 million. Holoworld is an AI creation engine that supports viral IP dissemination, including generating short videos, launching live streams, conducting video calls, and endlessly creating memes. Notably, Holoworld was also selected for Binance Labs' 7th season MVB accelerator program in March this year.
AI agents, as a highly promising emerging field, have successfully attracted close attention from many venture capital institutions and market makers like Wintermute. A partner at Y Combinator recently pointed out that AI agents focused on vertical niche markets are expected to have an extremely large market size, potentially giving rise to companies with market caps exceeding $300 billion. The infinite possibilities unleashed by AI agents are already clearly visible.
Although there is generally a significant bubble in AI agent tokens within the crypto space, this does not prevent us from identifying those investment targets with relatively smaller bubbles. In this challenging yet opportunity-rich market, the important task for investors is to carefully select and discover those tokens with outstanding potential.
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