The turmoil over Trump's tariffs has temporarily subsided. How can we seize the rebound in the AI Agent market?

Author: 0xJeff, Head of Steak Studio

Source: 0xJeff X Account

Translation: zhouzhou, BlockBeats

This article discusses the performance of the AI agent market, particularly the strong recovery across multiple industries. It highlights the gains of Swarm, App Store, development tools, launch platforms, investment DAOs, and DeFAI, along with the driving factors behind them. It emphasizes that DeFAI remains the market leader, with top frameworks gaining more adoption.

The following is the original content (reorganized for better readability):

AI agents are experiencing a strong rebound, and here is an overview of the six strongest industries leading the charge: The market underwent a massive sell-off after Trump announced tariffs, causing panic over the trade war with Mexico, Canada, and China.

However, following last-minute negotiations between the U.S. and Mexico, the panic has temporarily eased, and a 30-day pause has been implemented.

In addition, Trump signed an executive order aimed at establishing a U.S. sovereign wealth fund (which may signal a diversification of investments into the cryptocurrency space). David Sacks will hold a press conference on February 4 to elaborate on the government's stance on cryptocurrency and artificial intelligence.

The AI agent market has rapidly rebounded in the past 24 hours, with gains in multiple sectors reaching 20%-70%.

According to cookiedotfun data, the top six industries with the highest gains are:

Swarm
App Store
Development Tools
Launchpad
Investment DAO
DeFAI

Disclaimer: Many of these options have low liquidity, so they can drop quickly once they fall; conversely, they can also rise significantly once they gain momentum. Therefore, it is essential to conduct your own research before considering any investments. Ensure you make your own decisions and do not let FOMO drive your trades.

Swarm

Swarm performed the best in percentage gains, primarily for the following reasons:

SNAI (+140%) was accepted into the Nvidia Inception Program (a program designed for startups)
SWARMS (+44%) and SPORE (+48%) also rose due to SNAI's outstanding performance

App Store

Currently, this category only includes alchemistAIapp

v3 is set to be publicly released this week
v3 introduces a modern design and is equipped with a new engine that can generate multiple outputs and logically link them together
Recently applied for the NVIDIA Inception Program

Development Tools

ACOLYT (+57%): Showcased the Signal Framework, which enables agents to perform adaptive learning and achieve goal-driven optimization
GRPH (+53%): Provides agent personality and memory frameworks, with built-in video and voice infrastructure

Other notable gainers include—TETSUO, SOLENG, JAIL

Launchpad

MATES (+54%): "Mates Show" has attracted considerable engagement by transforming background information from the latest news and events into a multi-agent talk show
VVAIFU (+44%): Preparing to launch the DeFAI 0ngrid product

Investment DAO

Second only to DeFAI, it is the largest industry

VADER (+53%): One of the most active DAOs, excelling in initiatives and strategic investments
SEKOIA (+37%): Undergoing a rebranding, Sekoia has experienced the least drawdown among all DAOs

Other notable gainers include—WAI, AIXCB, AICC

DeFAI / Abstract Layer

GRIFFAIN (+71%): New features allow users to execute based on insights from mobyagent and cookiedotfun
ANON (+33%): Announced a Beta version in collaboration with Gemma (research agent), and all DeFAI features are now live

Other notable gainers include—BUZZ, NEUR, HTERM

DeFAI / Trading Agents

PPCOIN (+44%): Announced the launch of "Bottom Blaster," a tool that analyzes tokens and optimal buying times, executing trades
TONY (+24%): Announced a collaboration with irys_xyz to launch an on-chain memory layer supporting Cod3x agents, introducing reinforcement learning

Other notable agents / ecosystems

MOBY (+50%): A research agent focused on whale insights, with top market attention
ARC (+17%): Second only to the ai16zdao framework in adoption, and is an official partner of Solana
COOKIE (+31%): #1 data layer, set to provide more insights with the launch of DataSwarm

PIPPIN (+28%): The fastest-growing GitHub star count, now reaching 463 stars
AI16Z (+14%): Nearly reached 14k stars, gaining adoption from institutions like Consensys, @okx, @archwayHQ
VIRTUAL (+8%): Recently listed on Upbit, expanding to Solana while advancing the Coinbase hackathon and decentralized quantitative easing / fiscal policy

We see a clearer integration among industries, with market leaders continuously launching new products, despite ongoing price volatility. DeFAI remains the frontrunner, and top frameworks are gaining more adoption. Ensure to focus on the true builders, support the winners, and avoid chasing short-term hype.

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