In the coming weeks, market liquidity will flow out of smaller agent projects and shift towards a few winners.
Author: Crypto Stream
Compiled by: Deep Tide TechFlow
AI Agent projects are losing appeal:
With a rapid influx of numerous new projects, the agent market is gradually being diluted, and its competitive advantages are quickly diminishing.
The market landscape has changed significantly compared to four weeks ago. At that time, Zerebro had a clear technological lead and its features far surpassed those of other agent projects.
My view on the market:
Due to the rapid changes in the market, many investors have yet to realize this trend shift. They are still chasing $BULLY and other response agents.
I expect that in the coming weeks, market liquidity will flow out of smaller agent projects and shift towards a few winners, which are likely to be determined by listings on centralized exchanges (CEX).
My best advice is:#AIXBT.
I am also optimistic about $BULLY, especially regarding their promotional strategy on social media.
I mention $BULLY not to undermine other tokens, and Bully has indeed performed well.
This is a potential huge opportunity:
Next-generation AI and agent projects are currently undervalued, and as the market gradually recognizes this trend, they will attract more liquidity.
Potentially Beneficial Project Directions:
Vertical agent frameworks
Infrastructure supporting swarms of agents
Simulated environments for observing agent behavior
Projects I am optimistic about (and hold):
#AI16z: still undervalued
#Zerebro: about to launch a brand new framework
$Realis: provides 3D simulation support for swarms of agents (Disclaimer: I hold these projects, especially $REALIS. It may be my short-term trade, and I may sell at any time, please do your own research DYOR.)
Market rotation continues:
From #Virutal -> #AI16z
Currently, the valuation of the Virtuals ecosystem remains high, while AI16z has room for growth. Although the price of AI16z has risen by 80% in the past seven days, I believe its valuation should be comparable to that of Virtuals (fluctuating up or down by 20%).
As interest in agent projects wanes and liquidity disperses, the Virtuals ecosystem may continue to be impacted, despite having the best framework to capture the value of native tokens.
Long-term view:
- Long-term optimism for the development potential of Virtuals and AI16z
Short-term view:
Very optimistic about the short-term performance of AI16z
Neutral or slightly bearish on Virtuals
If a significant catalyst occurs (such as a Coinbase listing), Virtuals may experience a new surge.
My next focus direction:
Now is a good time to explore undervalued and fair launch projects. If you know of any projects of the following types, please let me know:
Upcoming new frameworks
Agent applications focused on specific fields
Visual agents for video indexing
Especially, the direction of visual agents is very promising. I believe this technology could become the next major trend in the agent field, and the first project to successfully apply this technology is expected to achieve significant growth.
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