アイコン_インストール_ios_web アイコン_インストール_ios_web アイコン_インストール_android_web

DeFAI may become the first breakthrough point in the field of AI Agent specialization, and we will review high-potential

分析11時間前更新 6086cf...
35 0

Original article from Edgy

Odaily Planet Daily Golem が編集 ( @ウェブ3_ゴーレム )

Editors note: In the past few weeks, we have experienced the competition of AI Agent track framework and infrastructure. Ai16z and Virtuals still hold the top position, while dark horse swarms is trying hard to catch up and has strong competitiveness. At the same time, the market has gradually paid attention to the professional field of AI Agent, that is, AI agents with practical utility. Among them, the integration of AI and DeFi is considered to be the first professional AI Agent field to explode. Edgy, a well-known overseas DeFi KOL, shared his views on this and introduced the DeFAI projects that have issued and have not issued coins, which are worth paying attention to. Odaily Planet Daily specially compiled this.

DeFAI may become the first breakthrough point in the field of AI Agent specialization, and we will review high-potential

Everyone is tired of AI reply bots, they are a bit saturated now. Now the focus is turning to AI agents with practical uses. And the first practical utility AI agent field to explode has arrived: DeFAI (also known as AiFi or AgentFi), at its core, people can use AI agents to simplify DeFi and bring more profits.

Here are the reasons why I am bullish on this sector:

• Abstraction: It solves DeFi’s UI/UX complexity problem through a natural language interface;

• User profitability: Gain more profits through automated trading, yield optimization, and AI-enhanced trading strategies that reduce costly human errors;

• Revenue potential: There are already protocols that make trading easier, such as Bananagun and Photon, and their revenue capabilities are like printing money right now. Once product-market fit is established, we could see some interesting token economics emerge in the DeFAI space.

Finally, the market is heating up and you can feel the energy and sentiment turning to DeFAI. I believe billions of dollars will flow into the space in the coming months and now is a good time to invest.

DeFAI projects that have issued tokens

Griffain

  • 市場 value: $393 million

  • Contract: KENJSUYLASHUMfHyy5o4Hp2FdNqZg1AsUPhfH2kYvEP

Griffain was built by Solana’s OG builder @tonyplasencia 3. He previously worked on Underdog Protocol そして blnk.fun . Griffain allows users to search and complete any on-chain action using natural language commands.

Think of it like an Appstore where users can use different agents to complete different tasks, including copying wallet transactions, creating Meme coins, and automatically making profits.

Hey Anon

  • Market value: $137 million

  • Contract: 9McvH6w97oewLmPxqQEoHUAv3u5iYMyQ9AeZZhguYf1T

Hey Anon focuses on natural language trading interfaces, autonomous DeFi agents, and research and communication agents. DWF Labs has formed an AI agent fund and has awarded Hey Anon $20 million in funding. There are currently some video demonstrations introducing the projects products, and the public beta is expected to be open at the end of January.

Another reason Anon has attracted widespread attention is its controversial founder, Daniele Sesta, who created $2 billion worth of protocols in the last cycle (Spell and Wonderland) and may be able to do the same in this cycle.

モード

  • Market value: $97.3 million

  • Contract: 0xdfc7c877a950e49d2610114102175a06c2e3167a

モードネットワーク is an Ethereum Layer 2 that focuses on building a DeFi economic system that is fully run by AI agents. More than 129 AI agents have been built on Mode Network. These agents have currently conducted more than 1,600 DeFi transactions. Although some of these agents still have not issued tokens, some of the popular agents are as follows:

  • Arma by Giza: A proxy that helps users optimize USDC liquidity mining returns across Mode applications;

  • Brian: Allows users to execute transactions using natural language and easily deploy contracts;

  • Sturdy: Aggregating and optimizing returns using AI-driven yield vaults;

  • MODIUS by Olas: allows users to co-own or launch their own AI agents to optimize liquidity mining strategies;

  • Amplifi: Enables users to get the best returns on multiple chains by leveraging full-chain liquidity and AI optimization.

Hive

  • BUZZ token market value: $90 million

  • Contract: 9DHe3pycTuymFk4H4bbPoAJ4hQrr2kaLDF6J6aAKpump

Hive aims to simplify DeFi transactions through composable on-chain AI agents, and an integrated trading terminal that allows agents to autonomously complete on-chain operations through natural language commands. Hive has previously announced a partnership with Zerebro to build a cluster communication infrastructure to enhance the DeFi agent suite, and Hive already supports Apple Pay and Google Pay.

Hive founder Jason Hedman has won multiple AI hackathon championships, including first place in the Microsoft Production AI Hackathon. He also participated in the Solana chains AI hackathon. Based on his previous record, he is also a favorite to win the Solana AI Hackathon.

軌道

  • GRIFT token market value: $48 million

  • Contract: GekTNfm84QfyP2GdAHZ5AgACBRd69aNmgA5FDhZupump

軌道 s proxy allows users to interact with multiple protocols on different chains. Built by the 暗号 payment platform SphereOne team, the project raised $2.5 million in 2023 and currently supports more than 100 chains, including EVM, Solana, Aptos, Sui, Cosmos, and Bitcoin networks.

SphereOne aims to create a complete “onboarding process” from purchasing cryptocurrency to performing on-chain operations using AI agents.

Neur

  • Market value: $53 million

  • Contract: 3N2ETvNpPNAxhcaXgkhKoY1yDnQfs41Wnxsx5qNJpump

Binance Alpha recently launched Neur , which allows users to interact with the leading Solana native protocol using natural language. The protocol is completely open source and community-driven, and the team continues to launch bounty programs to encourage developers to contribute. Neurs GitHub has received more than 350 Stars to date, but the product is still in beta. Users must pay 1 SOL to experience its limited early products.

Hiero

  • HTERM token market value: $13 million

  • Contract: BDW8YHasD3NSDjSHU9Xy6KXtshGayMGQfj5bJpLcpump

Hiero is a multi-chain AI agent that currently runs on Solana and Base chains. HIERO also allows users to use natural language commands to complete transactions autonomously, including buying and selling tokens, performing simple token analysis, etc. At the same time, it also announced that more autonomous functions will be launched in the future, such as posting tweets, DCA, limit price buying and selling tokens, etc., and recently stated that it will also build DeFi agent infrastructure.

Hieros founder is Johannes , who is also the co-founder of corpus.io, a Web3 startup studio for data science and DeFi startups, and has served as the chief data scientist at ConsenSys.

ASYM

  • 時価総額: $11百万

  • Contract: DNMTk67urDBxEEVRx9HjVzCVu8en4Kgg5HfZy3E6pump

ASYM is an AI-driven trading agent that has achieved 3-4x ROI on live trading of tokens such as NEUR and GRAPH. Profits from its agent trading are returned to ASYM, driving buying while locking up 28% of supply. ASYM focuses on DeFi automation and agent infrastructure, using on-chain and social data to identify current Meme coin trends, aiming to consistently outperform the market.

Gekko AI

  • Market value: $15 million

  • Contract: 0xf7b0dd0B642a6ccc2fc4d8FfE2BfFb0caC8C43C8

Gekko AI is a trading agent launched by Axal through the Virtuals platform. Although the Axal team does not hold any tokens, Gekko is a trading agent that provides bold crypto strategies and integrates with Axals Autopilot, which not only brings traffic but also improves the product.

Axal is a verifiable agent network backed by a16z and Unusual Ventures. Currently in closed beta, Axal aims to integrate autonomous agents into everyday tasks, from trading to flight bookings.

DeFAI project that has not yet issued a coin but is worth paying attention to

Cod 3 x

Cod 3 x is a DeFAI ecosystem that supports code-free creation of trading agents. Anyone can create trading agents using a growing library of strategies and APIs. It integrates Allora s machine learning models for advanced strategies and uses cdxUSD-based liquidity for stability. Its flagship agent Big Tony (market cap $6.9 million) uses AI-driven predictions to trade tokens. Cod 3 x aims to build the largest group of economic AI agents.

Almanak

Almanak is a DeFi platform that uses institutional-grade tools to build autonomous financial agents. It forks the EVM chain for real-world strategy testing and combines MEV and Gas complexity. It uses TEE to protect privacy and the Almanak wallet for non-custodial fund processing. At the same time, it has raised $1 million on the Legion launch platform and is expected to launch a beta agent in the second quarter of 2025.

WayFinder Protocol

WayFinder Protocol aims to deploy users own AI agents with just a text message. Their wayfinding paths enable agents to seamlessly navigate DeFi, token swaps, liquidity mining, NFT sales, etc., with just one command, and it will support Ethereum, Solana, Base and other chains.

What makes WayFinder different is that agents can share learning results across the entire network. Although the token is not yet online, Prime stakers will receive 40% of the prompt token supply.

Slate

Slate is an AI tool that automates trading by combining real-time converged alerts from Telegram, Discord, X, and on-chain channels. But it’s more than just notifications, it can instantly execute trades on Solana, Base, and Hyperliquid, and provides MEV protection and optimized routing capabilities. It’s designed for traders who seek precision and speed without manual operations.

結論

I have been working in the DeFi space since late 2020. I loved that era of possibilities. It felt like a whole new token economics design or innovation emerged every week. But now that DeFi has matured and innovation is starting to slow, adding AI will lead DeFi into a new renaissance.

Market conditions are volatile right now, but don’t FOMO, we will gradually get more public access and see which protocols can deliver on their promises. In any case, this is an area you should keep an eye on.

A few other ideas:

  • It will be interesting to see if any of the older DeFi giants start creating AI-based front ends soon;

  • It’s still early days, so we’re in the “selling the dream” phase. It’s very risky because there are a lot of execution risks, and in a few months, there will be a lot of protocols open for testing, and we’ll be judging based on the execution of the protocols at that time;

  • Use tools like DexScreener to create your own watchlist of DeFAI projects.

This article is sourced from the internet: DeFAI may become the first breakthrough point in the field of AI Agent specialization, and we will review high-potential projects

Related: Behind the historical high stock price, BitDeer’s three new layouts

Original author: Leek, Foreign News In addition to MicroStrategy, there is one blockchain stock that is worth paying attention to recently. On December 10, the closing price of BitDeer (code: BTDR), a U.S.-listed company, reached US$20.6. It once stood above US$22 during the session, setting a historical high. In May, BitDeers stock price fell to $5, a drop of more than 50% from its listing price. With the advent of the cryptocurrency bull market, its stock price has rebounded, with a 300% increase since November alone. Cryptocurrency-related stocks are relatively niche, and BitDeers performance can be described as a sudden rise. According to the latest financial report released by Bitdeer in August, the companys revenue in the second quarter of 2024 reached US$99.2 million, a year-on-year increase of 5.8%; Q2…

© 版权声明

相关文章