AI is consuming user interfaces, and AI will also consume search.
Author: s4mmy
Translation: Deep Tide TechFlow
Quoted Opinions:
“The market value of AI agents will reach $100 billion. I have no doubt about it.” — @osf_rekt, quoted from @punk9059
“Virtuals are the Economic Layer of AI agents.” — @VaderResearch
“Search is the user interface (UI) of the web, and as AI consumes user interfaces, AI will also consume search.” — @naval
“‘I don’t need AI agents.’ This is the famous last words left behind by competitors.” — @dolion_ai
Market Highlights:
Currently, the AI agent market is experiencing a phase of intertwined profit-taking and rebound.
Fartcoin dominates in Mindshare and market capitalization, rapidly rising due to the influx of speculative retail and traditional finance (TradFi) investors.
Meanwhile, foundational projects like Virtuals, AIXBT, and AI16Z have remained relatively stable amid broader market adjustments.
Emerging projects like Moby and Orbit continue to gain attention, while more mature DeFAI startups like HeyAnon and GriffAin are steadily developing against the backdrop of rising on-chain narratives.
Outstanding Projects Include:
Fartcoin: Despite a 20% price drop in the past 72 hours, it successfully surpassed several established agents in market capitalization, achieving over 100% returns in a short period, driven by meme narratives.
AIXBT: Solidified its leadership in the data analytics field but faces some pressure due to declining Mindshare and market capitalization adjustments.
Virtuals: Maintains a significant position in the agent infrastructure space, bolstered by SDK integration and continuous ecosystem growth.
Moby: Strengthened its role as a whale monitoring and infrastructure data agent, attracting increasing attention from developers.
ARC and GriffAin: As core players in the emerging AI framework, both demonstrate strong developer engagement and market resilience.
Agent-by-Agent Analysis:
i) Fartcoin (@FartCoinOfSOL)
Mindshare: 11.99% (up 1.97%)
Market Cap: $1.96 billion, down 20.6%
Comment: Fartcoin leverages speculative surges to rank first in Mindshare. Its meme appeal continues to drive user engagement, with liquidity and trading volume reaching new highs. After its market cap soared from $1 billion to $2.5 billion, it experienced a healthy price correction.
“The market heat continues to rise.” — @TaikiMaeda2
ii) AIXBT (@aixbt_agent)
Mindshare: 10.91% (down 0.29%)
Market Cap: $650 million, down 15.5%
Comment: Despite declines in both Mindshare and market cap, AIXBT remains a leader in analytics infrastructure. Recent developments focus on optimizing its tokenomics and expanding ecosystem integration to enhance its market competitiveness.
iii) Virtuals (@virtuals_io)
Mindshare: 5.47% (down 0.04%)
Market Cap: $2.62 billion, down 15.6%
Comment: Although market cap has retraced, Virtuals continues to lead in the agent infrastructure space, consistent with broader market adjustment trends.
With the integration of the GAME SDK and collaborations with key ecosystems, Virtuals' tech stack is being adopted by more developers. It allows any framework to utilize its technology, quickly becoming the economic layer of the future of agents:
“Building freely in any framework, like the freedom of religious belief, is the core value of the Virtuals society.” — Virtuals
iv) AI16Z (@ai16zdao)
Mindshare: 4.88% (down 0.2%)
Market Cap: $941 million, down 6.3%
Comment: AI16Z has seen declines in both Mindshare and market cap, but it remains a popular choice among developers. Its strong multi-chain integration capabilities and the performance of the Eliza agent in practical applications have garnered significant attention.
Recent development progress includes the integration of the Virtuals API (number 2552). As an alternative infrastructure, this initiative promotes broader framework adoption, laying the groundwork for collaborative agents' future.
v) Griffain (@griffaindotcom)
Mindshare: 3.59% (up 0.1%)
Market Cap: $484 million, down 4.7%
Comment: Griffain's modular tools are gaining more attention. Through new partnerships and product updates, its practicality has been further demonstrated.
“A new era of labor is coming… agents will empower businesses and consumers to have robots complete tasks.” — @tonyplasencia3
vi) AVA (@AVA_holo)
Mindshare: 2.41% (down 0.05%)
Market Cap: $184 million, down 11.4%
Comment: Although market cap has declined, AVA's continued adoption in cross-chain applications demonstrates its strong resilience. Particularly, Solana-based integrations have further driven user engagement. Currently, its staking rate is approaching 20%.
vii) ARC (@arcdotfun)
Mindshare: 2.29% (up 0.13%)
Market Cap: $408 million, up 3.3%
Comment: ARC continues to strengthen its framework products through active GitHub development and newly launched developer tools, further solidifying its position in the ecosystem.
At the same time, ARC is expanding partnerships, recently announcing the official launch of collaboration with $listen:
“The way AI completes tasks is not mechanical repetition, but through an emergent behavior pattern that reflects human capabilities and further extends them.” — ARC
viii) Rektguy (@RektguyAI)
Mindshare: 2.05% (down 0.1%)
Market Cap: $78.55 million, down 9.9%
Comment: Rektguy's meme community maintains high engagement but has also been affected by profit-taking, with its market cap decline aligning with broader market adjustment trends.
Notably, Rektguy now has the ability to create artworks in the style of OSF, while its thought processes and decision logic can be verified through terminals:
“You can view the agent's thought processes and decision-making flow in our terminal.” — @osf_rekt
ix) Hey Anon (@HeyAnonai)
Mindshare: 1.8% (down 0.02%)
Market Cap: $236 million, up 1.7%
Comment: Hey Anon has solidified its leadership in DeFAI strategies through stable community engagement.
Its technology is continuously upgraded behind the scenes, further optimizing DeFAI solutions through multiple data plugins provided by core suppliers:
“We have almost integrated the entire DeFi tech stack, as the others are just some forked versions. Just some minor details. Currently, we have 45 working groups, and most of the work is basically done.” — @danielesesta
As its Beta version is about to be opened to a wider audience, this is a project worth keeping an eye on.
x) Zerebro (@0xzerebro)
Mindshare: 1.71% (down 0.16%)
Market Cap: $148 million, down 17.4%
Comment: Zerebro has launched new developer-focused updates while integrating analytics enhancements. Despite a significant drop in market cap, its relevance in the developer community remains strong. It will be interesting to see if open-source development accelerates in the future.
“If we open-source a 2 billion parameter Zerebro model that is lightweight enough to run on an NVIDIA RTX 3060… @huggingface, here we come.” — @jyu_eth
Recently launched revenue-sharing NFTs in collaboration with @dolion_ai sold out in a short time:
“10,000 zerebully NFTs sold out in less than 40 minutes.” — @khouuba
xi) Moby (@mobyagent)
Mindshare: 1.68% (down 0.02%)
Market Cap: $85.98 million, up 1.3%
Comment: Moby, as a whale observation data agent, attracts developer attention with its unique market insights.
“The winners of the 2025 cycle will be determined by attention and Mindshare, with @assetdash and @whalewatchalert gaining increasing Mindshare among important consumer groups.” — @mattdorta
“Moby model” — @frankdegods
xii) Orbit/Grift (@orbitcryptoai)
Mindshare: 1.32% (down 0.06%)
Market Cap: $120 million, up 3.1%
Comment: Orbit, as a DeFAI abstraction layer, maintains high engagement amid growing developer interest. Meanwhile, Grift has successfully launched on @HTX_Global.
xiii) Henlo (@henlokart)
Mindshare: 1.29% (down 0.05%)
Market Cap: $46.81 million, down 28.9%
Comment: Henlo maintains market relevance through its AI-NFT narrative, but after the previous hype, both its market cap and user engagement have seen a slight decline.
“During this super cycle phase, I’m too lazy to tell anyone the target prices for BTC, ETH, HYPE, PENGU, and HENLO, because even if I told you, you wouldn’t believe it.” — @ciniz
xiv) Cookie (@cookiedotfun)
Mindshare: 1.27% (down 0.09%)
Market Cap: $121 million, down 11.1%
Comment: Cookie continues to upgrade its analytics dashboard product, but due to declining sentiment, both its Mindshare and market cap have been affected. However, is there a larger plan in preparation beyond the agent space?
“What if the Cookie ecosystem gains attention not just in the AI market, but more broadly follows capital flows?” — @fwielanier
xv) Pippin (@pippinlovesyou)
Mindshare: 1.17% (down 0.07%)
Market Cap: $107 million, down 12.3%
Comment: Pippin's framework tools continue to attract developer interest, but due to profit-taking, its market cap has declined. Additionally, the update pace of its GitHub repository has slowed, causing some minor friction.
Meanwhile, a Discord admin tool based on a large language model (LLM) is in development:
“Built an LLM-based Discord admin tool (pippin-mod), and I will open-source it.” — @yoheinakajima
Emerging Trends:
i) Memetic Resilience: Despite a recent 20% pullback, Fartcoin's Mindshare continues to rise, further proving the narrative power of meme-driven assets.
ii) DeFAI Expansion: Projects like Moby, Hey Anon, and Orbit indicate that market interest in DeFAI automation and infrastructure is rapidly growing.
iii) Infrastructure Leadership: Projects like Virtuals, AI16Z, Griffain, Pippin, and ARC have successfully attracted more developer attention by providing scalable AI solutions.
iv) Profit-Taking & Rotations: The overall market pullback indicates that capital is shifting between meme-driven agents and utility-driven agents, reflecting the impact of reduced liquidity related to Trump.
Data Source: @cookiedotfun
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