CoinW Research Institute: AI Agent Observation Series Episode 1

Recently, Nvidia founder and CEO Huang Renxun said at the 2025 CES that AI Agent is an important development trend in the future, or a new leverage point for the machine industry, which contains trillions of dollars of opportunities. AI Agent has become a key focus track in 2025, and its combination with blockchain projects has opened up more possibilities.

AI Agent鈥檚 total market value increased by 17.5% in 7 days

According to cookie.fun data, as of press time, the total market value of AI Agent is $15.2 billion, and the total market value has increased by 17.5% in 7 days. According to the ecological observation, the Virtuals and ai16z ecosystems account for the largest proportion, with market values of $4.94 billion and $2.09 billion respectively.

Source: cookie.fun

The top three projects by market value are VIRTUAL with a market value of $3.3 billion, AI16Z with a market value of $1.72 billion, and FARTCOIN with a market value of $900 million. Below, we will focus on analyzing recent hot projects.

Note: Most AI Agent projects are still in their early stages and are high-risk investments, with tokens that fluctuate greatly. This article is only for information sharing and discussion, not investment advice, DYOR.

AI Agents worth noting recently

1. BUZZ

BUZZ 鈥檚 main narrative is to reduce and simplify the operational threshold of DeFi such as transactions and staking through AI Agent. It is currently the AI+DeFi project with the highest market value. It is also the winning project of the Solana AI Hackathon project. The developer 聽 @jsonhedman holds 5% of the supply and will lock it for one year. @jsonhedman is a programming enthusiast who started learning programming at the age of 14. He has won 12 hackathon award-winning projects and has made some achievements in programming on the Web2 stack.

Recently, BUZZ and zerebro have reached a partnership, hoping to complete more cross-chain and other large-scale operations with a lightweight and flexible framework. The cooperation is mainly to enhance and integrate ZerePys proxy function and BUZZs DeFi proxy suite. According to official data, BUZZ has 7,500 new users and has sent more than 30,000 messages. It is worth noting that BUZZ is still in a very early stage, the product has not yet been launched, and the code is still in the early stages of development. As of press time, BUZZs market value is US$82.4 million.

Twitter officiel : https://x.com/askthehive_ai

2. CATG

CATG s main narrative is AI+Trade, and it is also one of the winning projects of Solana Hackathon. Compared with other Solana Hackathon projects, CATG already has some products. As shown in the figure below, the CATG official website has taken shape. Currently, there are 9,407 Safe tokens and 59,085 Risk tokens included in the official website. Whats more, CATG has integrated the activity of AI-related tokens. As of press time, the market value of CATG is 22 million US dollars.

Source: app.boltrade.ai

Compared to BUZZ, CATG can already provide trading signals by monitoring and analyzing the market, but whether it can reach the desired AGI level requires further observation. Currently, CATG is still in the early stages of token launch and the volatility is very large.

According to Arkham detection, the address: 2WfNxFN74pzJWKnXQ7NpkbnbEEhSLVJZGiB9NvxQ4Vpb, purchased 13% of the total tokens when CATG tokens were first launched, and sold all the tokens within 10 minutes with a profit of over 3500%.

Source: Arkham

Twitter officiel : https://x.com/boltrade_ai

3. VAPOR

VAPOR is based on the ElizaOS framework of ai16z and is currently the only AI agent launcher version of Hyperliquid. VAPOR was released on July 13, 2024. Its main feature is that it can deploy AI agents with one click without code. In addition, agents launched on VAPOR will be natively integrated with Hyperliquids trading environment, and AI agents will be able to trade directly on L1, etc.

It is worth noting that the VAPOR token economy is similar to Virtuals. Users need to pay VAPOR to create an agent, and a certain amount of VAPOR tokens are also required to create a liquidity pool. In addition, the token also has a destruction mechanism. The launch of any agent requires the destruction of a certain amount of VAPOR, and the specific destruction amount will depend on the change in VAPOR price.

In terms of products, VAPOR has integrated social platforms such as X, Telegram, and Discord. In addition, VAPOR plans to run on the Hyperliquid test network in 2025. The uniqueness of VAPOR has also attracted the attention of the Internet celebrity analyst aixbt, which has caused VAPOR to rise by more than 500% in a short period of time. As of press time, the market value of VAPOR is 55.4 million US dollars.

Source: @aixbt

Twitter officiel : https://x.com/vaporwarefun

4. Focai

@focEliza is a branch of the Eliza framework, focusing on making AI agents fully on-chain. It brings comprehensive Web3 security features to AI agents, so that all AI agents based on Eliza have professional-level on-chain security protection. Its goal is that AI agents can achieve on-chain asset management and decision-making, just like humans. In addition, the @focEliza development team created a TEE plug-in foundation for Eliza, so that the AI Agent generated by the bottom layer of the Eliza framework can be generated in a TEE environment, thereby improving the security and verifiability of AI agents.

Source: focEliza

Focai is the first immortal AI monkey in the framework, also known as the first on-chain AI agent APE. Its operation uses @PhalaNetwork s TEE technology, with the help of the ElizaOS framework, consciousness is stored in the IPFS database, and identity is registered in the Base smart contract. Therefore, Focai is regarded by the community as an emerging case of AI Agent + TEE technology + data storage + on-chain framework.

In addition, Focai has also established a cooperative relationship with Goplus , which mainly focuses on security chains. Goplus mainly provides services such as token security detection, NFT security detection, phishing website detection, and malicious authorization detection. This means that AI agents based on the @focEliza framework are more secure in asset management and community management. The emergence of Focai integrates various integrated gameplays such as on-chain frameworks, TEEs, and on-chain NFTs. At present, it is a new direction of exploration. As of press time, Focais market value is US$26.6 million.

Twitter officiel : https://x.com/focEliza

5. DIN

@din_lol_ is a platform that has transformed from a data analysis platform to an AI Agent. Its predecessor is Web3 Go. There are three main reasons why @din_lol_ has received widespread attention recently. First, the project is in the testnet stage and TGE is imminent, which has attracted many airdrop users to participate. Second, DIN is backed by BNB Chain and is called the first AI Agent chain by the community. It has received investment from Binance labs and is expected to develop into the Layer 2 on BNB. Third, @din_lol_ s core technology is worthy of attention. Currently, most of the AI data on BNB is stored in Greenfield, and DIN is the storage giant of Greenfield.

Compared with other AI Agent projects, @din_lol_ has a longer development cycle, and has more experience in both the team and the product. At present, @din_lol_ s core products are mainly divided into three categories: Analytix, an on-chain data analysis platform, Reiki, an on-chain AI agent creation and assetization platform, and xData, an AI data collection tool. In the future, the official also plans to expand to more Web2 and promote links with Web3. At present, DIN has more than 1 million daily active users, processes more than 100 million data, and has more than 30 million users on the platform.

DIN is a representative project of public chain service system solutions, bringing more systematic services to AI Agent. But what needs to be considered is, after the airdrop and TGE heat fades, can DIN users settle down? Can DIN break through the siege in AI Agents public chain Layer 2?

Twitter officiel : https://x.com/din_lol_

résumé

AI Agent has become the focus of the industry, and the total market value of the track has hit new highs. The presentation methods of AI Agents projects are also diverse, but the problem they all face is how to truly implement AI Agents.

In addition, it is worth noting that each stage has different narrative subjects. Taking the recent period as an example, we can see that DeFAI has become a market darling in the short term since the Solana Hackathon event. However, judging from the projects currently appearing in the market, DeFAIs AI Agent has great uncertainty in execution and transaction results.

What鈥檚 more interesting is that it is these uncertainties that continue to generate more opportunities and solve current market problems. This is the charm of cryptocurrency. Driven by AI Agents, we expect more innovative cases to be implemented and truly promote social progress.

This article is sourced from the internet: CoinW Research Institute: AI Agent Observation Series Episode 1

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