With the fragmentation trend of AI Agent, which sub-segments are worth paying attention to?

Original title: Agent Fragmentation: Breaking Through the Noise

Original author: Defi 0x Jeff, Crypto Kol

คำแปลต้นฉบับ: โจวโจว, BlockBeats

Editors note: This article points out the current fragmentation of AI agents. The diversity, liquidity and attention of AI agents are scattered in different fields. This article mentions two agent development paths: one is to transform into an open source framework, and the other is to continue to focus on single agent functions. It analyzes multiple potential AI fields, such as DeFAI, NSFWagent, robots, investment DAO, etc., and recommends that developers and investors should focus on narratives and products with long-term growth potential, ultimately driving innovators to build a unified ecosystem by simplifying complexity.

ต่อไปนี้เป็นเนื้อหาต้นฉบับ (เพื่อให้อ่านและเข้าใจง่ายขึ้น เนื้อหาต้นฉบับได้รับการจัดระเบียบใหม่):

Liquidity fragmentation became a major challenge last year when L1/L2 blockchains expanded beyond our ability to count. Then, Bitcoin L2 entered the picture, further adding thousands of new projects.

This situation has resulted in liquidity, attention, and user experience being fragmented across countless ecosystems, with many L2s and dApps within those ecosystems struggling to gain any meaningful traction. Capital is flowing into only a few top ecosystems — those with prominent communities, great products, strong teams, and enough grant funding to attract developers.

Now, the AI agent industry is beginning to face a similar dilemma. Although it is still in its early stages, the diversity of agents, codes, and new tokens makes it difficult to distinguish each project. The industry is facing a growing problem of agent fragmentation. Liquidity and attention are overly dispersed and scattered in too many places.

Two development paths for AI agents

Most AI agents develop along one of two routes:

1. From agent to framework

Some agents demonstrate their value by constantly engaging with users and allowing them to interact with live products on the CT (or other channels) platform. Once they find product-market fit (PMF) and attract enough attention, other teams often want to copy their work. What is the next logical step? Open source the agent. In this way, the agent turns into a framework – which makes it easier for others to experiment, integrate, and build. This step can break the valuation ceiling of the agent and position it more like an L1 blockchain.

We have seen agents like the following adopt this trend:

0x zerebro

dolos diary

AVA holo

freysa ai

unit 0 0x 0

This approach enables these agents to scale by reducing barriers and allowing others to plug into their ecosystem.

2. Continue to improve the product as an independent agent

Not every agent can find PMF immediately, and some agents need to be iterated and adjusted until they find the right use case. Even so, some teams still prefer to keep the technology exclusive rather than open it up to others. For those agents that perform very well in their field, it is not necessary to transform into a framework – they just need to remain as independent agents.

Examples of this approach include:

aixbt agent

griffaindot.com

So, what should we do?

For developers: Focus on understanding the gaps in the market and building products that provide real value to users. Remember, agents should serve as onboarding tools to bring users into the ecosystem. In such a market environment, it is increasingly difficult to stand out.

For investors: Focusing on the leaders or top projects in each category and adding to your investments when the market dips may be the best way to consolidate focus and navigate a fragmented space.

Current Category and Narrative/Focus

The following are the hottest areas at the moment:

KOLagent Focus on Alpha

These agents dominate in providing Alpha (insights, data synthesis and analysis). AIXBT is leading in the minds of users. Although this is a non-winner-takes-all market, the leaders capture a disproportionate amount of attention.

โทเค็นs worth noting:

AIXBT

REI

TRISIG

TRUST

AGENCY

KWANT

Investing in DAOs

These DAOs focus on making strategic investments, and the winners are typically those projects that can effectively execute (3, 3) strategies and deliver strong profit and loss (PnL) performance.

example:

VADER

AIXCB

AIMONICA

SEKOIA

WAI

AROK

Other platforms in this space include: VIRTUALS IO, AI16Z DAO, DAOSDOTWORLD, DAOSDOTFUN

agent Metaverse/Game x AI

This is a young industry with great potential. Realis started this trend, but Hyperfy has become the world leader in building infrastructure. Smol and Arc Agent are exploring AI-driven games and gamification using reinforcement learning.

Key Tokens:

HYPER

REALIS

SMOL

NRN

DeFAI / Abstraction Layer

It’s a highly competitive space with multiple players vying for dominance. The expected launch of Wayfinder tokens could be a game-changer.

Tokens to be tracked:

GRIFFAIN

ANON

GRIFT

NEUR

Autonomous trading agent

This field is still in its early stages, but the potential is huge. Multiple players are emerging, and their agents are trying to generate outsized returns by competing with humans and other agents.

Tokens worth noting:

ASYM

PPCOIN

GEKKO

TONY

กรอบ

Popular framework tokens power agents by providing open source solutions. AI16Z/Eliza is the largest open source framework, but other models exist.

Tokens worth noting:

AI16Z / ELIZA

GAME (Virtuals)

ARC (Rig)

ดนตรี

AI agents are entering the music space, either by releasing albums or enabling music creation. Zerebro took the lead with a standout album, and now more agents are entering this niche and collaborating with world-class DJs.

Key Tokens:

ZEREBRO

ดนตรี

BEATS

3D Model

Ava is a leader in 3D modeling. HOLOWORLDAI is working with multiple teams to develop and deploy 3D models in different frameworks and ecosystems.

Tokens worth noting:

AVA

AIDOL

This trend started with Luna as an AI idol on TikTok and Twitter. While the initial craze has passed, this niche has laid the foundation for agents that offer more practical functions. Luna is still the most influential AIDOL, she now has more personality and can do more things, such as her experience taking over Story Protocol as an intern.

Notable examples:

ลูน่า

ELIZA

MOE

AI Memecoins

These memecoins are either launched by AI agents or have a story background related to AI.

Popular Coins:

แพะ

FARTCOIN

กระทำ

Video/Filmmaking

This is an emerging field, and Kween is at the forefront of producing high-quality videos, although it is not yet clear whether these videos are driven by agents. Sandy is launching the first AI video agent framework, and its potential has not yet been fully realized.

Tokens to be tracked:

KWEEN

SANDY

ข้อมูล

In the AI space, data is digital gold — it is key to agent development and performance. Cookie stands out as a leader in providing data to both humans and AI agents.

Notable coins:

Cookies

NOMAI

AI App Store

This category focuses on useful AI application ecosystems, including generative AI tools, games, and productivity enhancement tools. Currently, Alchemist is the top ecosystem, while Myshell focuses on image generation and wife simulation games, although its token has not yet been released.

Key Tokens:

ALCH

NSFWagent

This is an emerging market segment where agents act as “hot” influencers and interact with users 24/7. Lush, Nectar and Oh are the main players in this field, but only Lush currently has a token.

Tokens worth noting:

LUSH

TEE / DeAI Infrastructure

This narrative supports fully autonomous agents that are resistant to human interference such as hacking or rug pulls.

Top Coins:

FAI

PHALA

SPORE

Developer เครื่องมือส

These are AI security, code analysis, and tools that are critical to industry growth. Soleng is my personal favorite because she can act as your developer relations assistant, help analyze code and GitHub repositories, and is especially friendly to CT brothers with non-technical backgrounds.

Notable coins:

SOLENG

H4CK

CERTAI

JAIL

Robotics/Embodied AI

This is an exciting but still developing field. OpenAI’s work on embodied AI will likely attract more attention this year.

Top Coins:

SAM

There are a lot of categories I haven’t covered here. The fragmentation of agents is really getting out of control. My personal investment approach is to focus on the narratives that attract the most attention and predict the narratives that may attract more attention in the future.

The top stories I’m following that will continue to gain traction are:

DeFAI

Autonomous trading agent

Investing in DAOs

Agent Metaverse

Narratives I expect to attract more interest in Q1/Q2:

NSFWagent

TEE and other DeAI infrastructure (opML, zkML, POSP, etc.)

Robotics

เครื่องมือสำหรับนักพัฒนา

ความคิดสุดท้าย

Agent fragmentation highlights the complexity and opportunities in this rapidly evolving space. Rather than chasing every new trend, developers and investors should focus on areas with consolidation potential and long-term growth opportunities.

For developers, the priority should be to create scalable, differentiated products that solve clear user needs. For investors, backing projects that have strong traction and are well positioned within high-potential narratives will be key to navigating this fragmented market.

The next wave of innovation will come from those who can simplify the chaos and create ecosystems that unify liquidity, attention, and value.

ลิงค์เดิม

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