Gold mining in the Base ecosystem AI: What other treasure projects are there besides Virtuals?

Orijinal yazar: TechFlow

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Everyone says that AI Agent is good and the Solana ecosystem is a treasure.

But in addition to Solana, Base is also one of the birthplaces of this wave of enthusiasm. Don’t forget that Virtuals’ market value is even higher than ai16z.

In addition, one of the reasons why everyone likes the Base ecosystem is that its PVP level is not as fierce as Solana, and you can still find a lot of good treasures in it; but correspondingly, due to scattered information, relatively low popularity of some areas, and information cocoons, it is not so easy to seize opportunities on Base.

In addition to the tokens generated around Virtuals and Clanker in the past few months, and the well-known AIXBT, what other projects on Base are treasures that you may have missed?

The editors in the editorial department decided to start a big gold rush, trying to find more AI Agent-related projects on Base in order to restore the full picture of opportunities in the entire ecosystem.

According to different development directions and themes, we have listed some of the recent outstanding projects as follows for your reference.

Rising Stars in Virtuals

In addition to AIXBT and GAME frameworks, there are also many potential projects with a market value of less than 100 M in the Virtuals ecosystem, which have performed well in recent months. Some of them are worth paying attention to as follows.

TAO CAT: AI Agent built with Bittensor + Masa

$TAOCAT

CA:

0x7a5f5ccd46ebd7ac30615836d988ca3bd57412b3

Pazar Cap: 44M

Backed by well-known AI projects Masa and Bittensor, it has excellent background and resources.

As a native AI agent in the Bittensor ecosystem, TAOCAT is built directly on top of Bittensor’s subnetwork:

• SN 42: Real-time data for super intelligence.

• SN 19: LLM/Reasoning, advanced language skills.

Functionally, TAOCAT can process and analyze real-time social data, combine AI technology for data interpretation and decision-making, and provide market insights and analysis.

Some recent developments worth noting: Binance Alpha was launched; TAOCAT also received investment from DWF Labs and became the recipient of its $20 million AI agent fund.

Polytrader: AI-driven forecasting assistant for Polymarket

$POLY

X: @polytraderAI

CA:

0x2676E4e0E2eB58D9Bdb5078358ff8A3a964CEdf5

Market Cap: $17M

Polytrader helps make smarter, data-driven decisions on Polytrader by analyzing market sentiment and providing actionable insights.

You can let Polytrader analyze hot topics on social platforms, and then bet on the direction of a certain event, which is equivalent to the role of a prediction market consultant. It is a vertically oriented and specialized AI Agent that fits the Polymarket platform that was once very popular in the previous election.

In terms of specific usage, you need to hold a certain number of POLY tokens to use all the functions of the project, which can be regarded as finding a certain use for the tokens.

When certain major events occur, POLY may benefit not only from AI narratives, but also from the major events themselves.

Acolyte: Oracle for AI Agents

X: @AcolytAI

CA:

0x79dacb99A8698052a9898E81Fdf883c29efb93cb

Market Cap: $37M

Acolyt provides reliable research and engineering data through infrastructure. It provides high-quality analysis and actionable insights for individuals and companies.

Currently, Acolyt will be trained to map and understand the metrics that impact the AI agent ecosystem, providing comprehensive insights into individual agents and their role within it.

In the future, Acolyt will become a leading oracle, providing high-quality data to AI agents, traders, venture capital firms, index funds, AI accelerators, and education companies. It will be able to analyze and generate probabilistic results for any project, even before it is launched.

Freya: Combination of AI Agent and Games

$Freya

X: @Freya_Starfall

CA:

0xF04D220b8136E2d3d4BE08081Dbb565c3c302FfD

Market Cap: $14M

Implanting AI Agents into games to make the characters more intelligent and create more room for imagination has always been a hot topic.

Freya is one of the representatives. The token is backed by the well-known Japanese game Starfall Chronicles (the game uses the technical support provided by Immutable), and can use AI capabilities in the game to enrich the interaction of characters.

Therefore, Freya is both a token and an AI character in the game, and is positioned at the intersection of AI Agent and GameFi.

Recent progress:

Binance Alpha launched the token; on January 6, the developers behind the game also participated in AI16Z’s Japan meetup to discuss Freya’s freedom achieved through elizaTEE and future roadmap.

DeFAI

The so-called DeFAI, which is to use AI capabilities in DeFi to optimize multiple links before, during and after DeFi transactions, is one of the key topics discussed more on social media recently.

For more details on this track, please see previous articles: The AI+DeFi trend has emerged, and these projects in the DeFAI sector are worth your attention

Kudai: DeFAI proxy built by the GMX community

$kudai

X: @Kudai_IO

CA:

0x288F4Eb27400fA220d14b864259Ad1B7f77C1594

Market Cap: $19M

Kudai is an AI agent born from GMXs Blueberry Club community and built using the well-known framework @EmpyrealSDK, providing an experience that combines community-driven spirit, DeFi, artificial intelligence, and innovative features.

It should be noted that Kudai has only released its own tokens at present, and more capabilities have not yet been formed; but in the recently released white paper, it is mentioned that Kudai will purchase and pledge GMX in the future to provide more sources of income, and invest in GMXs GM pool to further increase returns.

The ideal goal of the project is that Kudai can automatically run different strategies (leveraged trading, arbitrage, Farm negative funding rate, etc.) on GMX V2, and share positions, profits and losses in real time.

It has a bit of the flavor of GMX’s AI spokesperson, but more features are yet to be implemented.

AI Agent Framework

REI: A new framework for efficient collaboration between blockchain and AI

X: @ReiNetwork 0x

CA:

0x6B2504A03ca4D43d0D73776F6aD46dAb2F2a4cFD

Market Cap: 104M

Rei Network is a core framework layer dedicated to maximizing the combined capabilities of AI and blockchain.

It achieves a key goal through a three-layer architecture: to free AI from the technical limitations of blockchain while verifying and storing data on the chain at a low cost. Rei is unique in that it can transform the probabilistic output of AI into a deterministic, verifiable data structure.

Rei was the first program to adopt this approach, and with the first-mover advantage, they quickly established themselves as a leader.

I will not go into the technical details of the framework project, but the market generally believes that one of the benefits of REI is:

Let blockchain and AI be separated by design rather than forcibly combined; it is a collaborative logic rather than a fusion logic.

At present, some AI Agents based on the Rei framework are gradually being released, but they are not listed here due to space limitations. For a detailed analysis, see: In-depth analysis of Rei Network and $REI: Another AI project that cannot be ignored in the Base ecosystem

Investing/Incubating DAO

daos.world: A new attempt at decentralized investment funds

After the popularity of Daos.fun, a decentralized fund management platform launched by ai16z, the concept of “investing in DAOs” began to be accepted – decentralized hedge funds managed by real people or AI agents, which raise funds, generate returns, and return profits to DAO token holders.

On Base, a similar investment DAO is Daos.world.

Users can raise funds through the platform, easily start and manage their own DAO hedge funds, and trade through trustless smart contracts. In each DAO, DAO managers raise ETH to start the fund. Managers can freely trade and invest ETH as they wish.

At the same time, each DAO will also issue its own currency. The DAO tokens you hold correspond to fund shares, and you will share the returns of the fund investment according to your shares.

As for the transaction targets, it is clearly stated on the product’s homepage that these hedge funds are also related to Meme coins and AI.

In addition, daos.world’s early products are now based on the Base chain, and subsequent plans include gradually expanding to ETH, Hyperliquid, etc. based on user demand.

There are currently 4 funds launched on daos.world, listed as follows.

Note: The DAO tokens in the current daos.world ecosystem have experienced a collective decline. Please pay attention to the risks and do not DYOR.

1.DR 3A M DAO: AI-assisted investment fund, targeting AI track opportunities

$FDREAM

X: @DR 3A M_AI

CA:

0x0521AaA7C96E25afeE79FDd4f1Bb48F008aE4eac

Market Cap: $7M

DR 3A M DAO is an AI-assisted investment fund targeting large, medium and small AI opportunities. It is powered by DREAM proprietary datasets and algorithms, combining human expertise with AI analysis to identify transformative projects across the kripto AI space.

However, judging from DR 3AM’s current holdings, it is more likely to buy tokens of other investment DAOs, such as WAI and TRUST (introduced later).

2.Alchemist Accelerate: Only BTC and ETH are held?

$ALCH (not the one on Solana, please be careful to identify)

X:@ALCHDAO

CA:

0x2b0772BEa2757624287ffc7feB92D03aeAE6F12D

Market Cap: 1.2M

The DAO claims to invest in transformative projects, create educational resources in multiple languages, and provide mentoring and connections to empower the global community.

However, in addition to holding the tokens of the brother DAO FDREAM mentioned above, ALCHDAO actually holds the most Bitcoin and Ethereum. It can only be said that its investment style is very conservative…

3.AicroStrategy: On-chain copycat version of MicroStrategy, mainly buys cbBTC

$AiSTR

X: @AicroStrategy

CA:

0x20ef84969f6d81Ff74AE4591c331858b20AD82CD

Market Cap: 4.2M

AicroStrategy is an AI hedge fund that will leverage cbBTC holdings to maximize Bitcoin exposure. Funds raised will be used to purchase cbBTC, which will be deployed into carefully selected DeFi protocols to maximize security and leverage.

The initial plan is to deposit into Aave, borrow USDC, buy more cbBTC, and repeat the process. The AI algorithm will determine the optimal leverage to execute the plan.

The DAO’s holdings do reflect that it only buys cbBTC, but it buys more tokens from its sister DAO $FDREAM.

4. Alameda Research V2: Playing the FTX bankruptcy joke, the most decentralized AI token purchase

$AR

X: @AlamedaV 2D AO

CA:

0x3e43cB385A6925986e7ea0f0dcdAEc06673d4e10

Market Cap: 1.5M

A strong sense of irony and humor can be seen from the name and LOGO, which is obviously a tribute to the bankruptcy of FTX and Alameda Research related to SBF and his girlfriend.

The introduction of DAO is also very interesting: V2 is a leading trading firm operated by the cells of SBF… We use internally developed technology and the teams deep crypto expertise to trade thousands of digital asset products.

Judging from the funds holdings, it is indeed the one that has purchased the most dispersed and largest amount among the several DAOs, basically including the popular AI-related tokens on Base.

Wai combinator: a pun on the blockchain version of Y Combinator, an AI project incubator on Base

$WAI

X: @wai_combinator

CA:

0x6112b8714221bBd96AE0A0032A683E38B475d06C

Market Cap: $17M

WAI Combinator is actually also a project based on the Virtuals protocol, but it is more of an investment incubation type.

Its core positioning is as an experimental Agent + Human investment DAO organization. The project aims to create value for Jeton holders by combining artificial intelligence agents and human expertise to make investment decisions.

Judging from the name, WAI is obviously paying tribute to the well-known technology business incubator Y Combinator. The business is also similar, but the incubated projects are all in the on-chain Base ecosystem, especially the early projects in Virtuals that are still in the Bonding Curve stage.

In less than two weeks, its asset management scale has grown from 50,000 to more than 700,000 US dollars, and the value of its investment portfolio has begun to increase significantly (currently 500,000 US dollars). At the same time, the project is continuously deploying new investments through the Velocity plan, and you can continue to pay attention to the projects that have won its favor.

WAI has also announced its asset management address ( buraya tıklayın ), which interested players can track.

Similarly, holders of WAI tokens can also share the profits of the organizations investment fund like other investment DAOs. However, compared with the investment DAO mentioned above, WAI Combinator can do more business, such as:

Provide AI technology support and integration to help projects optimize decision-making processes; help projects access the Virtuals ecosystem to promote collaboration and resource sharing between projects, etc.

Therefore, it is more like a role of strategic investment + incubation of listed projects, rather than simply making investments.

Note: A similar investment DAO project to WAI is Vader AI, and KOLs often compare the two:

$VADER

CA:

0x731814e491571A2e9eE3c5b1F7f3b962eE8f4870

trustmebrosfun: Incubated by WAI Combinator, will soon issue new token $DATDAO

$TRUST

X: @trustmebrosfun

CA:

0xC841b4eaD3F70bE99472FFdB88E5c3C7aF6A481a

Market Cap: $12M

The WAI Combinator mentioned above has successfully incubated a project called trustmebrosfun, which is an AI project running on the Base chain. The name comes from the common stalk Trust me bro in the cryptocurrency community, which emphasizes the trust problem in the crypto market in a sarcastic way.

The project’s existing token is $TRUST, which is both a Meme and corresponds to the social media AI Agent of trust.

But the point is that its founder @Degen__Ape__ recently released the DATDAO white paper based on trustmebrosfun, and DATDAO is kesinliklened as an innovative decentralized autonomous organization that will be committed to investing in other tokens and PVP airdrop mining on Hyperliquid.

DATDAO is about to release its own token $DATDAO. To obtain the whitelist of the token, you need to hold at least 100K TRUST tokens in the public offering round, and 1 ETH worth of $DATDAO will be allocated to you. The individual upper limit is 5 ETH.

For more rules, please refer to the original post by the founder.

Let’s put aside the question of what the investment level of DATDAO is, whether there is any return, and whether the market needs so much investment in DAO. Judging from the design of this token, if you want to participate in DATDAO, you must hold TRUST. In the short term, there may be a certain demand for TRUST.

sekoia_virtuals: Sequoia Capital on the blockchain

$SEKOIA

X: @sekoia_virtuals

CA:

0x1185cB5122Edad199BdBC0cbd7a0457E448f23c7

Market Cap: 60M

This project is also on Virtuals, but the editor has classified it into the category of investing in DAO or on-chain funds.

SEKOIA aims to create the best performing on-chain venture capital agency. Project X uses a semi-automatic and semi-manual AI posting method, and its posts also claim to hope to surpass traditional companies and achieve better results.

Judging from the name, it is obviously a tribute to Sequoia, namely Sequoia Capital.

The price of the project token has remained relatively stable compared to the other DAO investments mentioned above during the recent crypto market downturn; this may be because the fund invested in another AI Agent token called $VOLTX, which has excellent returns and is favored by the market.

Judging from the information displayed on the official website, Sequoia Chain’s investment level is not bad, and the realized profit is 15 times its total investment.

AI Agent Launchpad

CreatorBid – A new launchpad integrating Bittensor and Autonolas capabilities

Some of the capital that benefits from the rise of Virtuals will inevitably have a spillover effect, looking for smaller ecosystems with more characteristics in Base.

Among them, CreatorBid is an inevitable link. Its biggest feature is that it is integrated with the Bittensor subnet and Olas, bringing significant practicality to its ecosystem, especially through Olas upcoming Mech Marketplace.

In laymans terms, Olas Mech Marketplace is like an agent Pazar yeri where agents can autonomously acquire new skills, tools, and workflows – expanding their capabilities in real time. This technology enables CreatorBid to meet the growing demand for agents who focus on predictive workflows, transactions, payment automation, etc.

Therefore, you can understand Creatorbid as a creation platform that combines blockchain and AI technology, providing support for content creators in building and deploying AI models, and providing non-custodial platform services.

Technically, we cooperate with io.net and Aethirs GPU network for the expansion of AI models; at the same time, we use Bittensors subnet capabilities and Olass Agent market capabilities to jointly build our own platform.

Since the platforms token $BID has not yet been TGE, but 70+ Agents have been built, we can focus on the following 3 projects and related tokens in the ecosystem:

1.draiftking: Use machine learning to analyze football games and rehber sports betting

$DKING

X: @draiftking

Market Cap: 32M

CA:

0x57eDc3F1fd42c0D48230e964b1C5184B9c89B2ed

Developed by @webuildscore, the project uses machine learning to analyze large amounts of data, such as player positions, matchups, performance, etc., to quickly identify inefficiencies in the sports betting market and place orders to profit.

Behind the project, the CEO is a member of @crunchDAO, the top machine learning community, and team members have extensive experience in sports analysis and gambling markets.

Here I would like to highlight CrunchDAO, which is a mature elite machine learning community overseas (more than 7,000 data scientists – more than 700 PhDs) that develops Alpha insights through its collective intelligence network.

At the same time, the AI agent relies on the TAO network and can significantly reduce computing costs based on the ScoreVision subnet (SN 44), which means that ScoreVision and draftKings have a certain technical moat in the competition.

For more detailed content, you can check out the detailed analysis post by well-known Alpha blogger @SmallCapScience.

2. Eolas: Alets to empower AI agents on the CreatorBid platform

$EOLAS

X: @Eolas_AI

Market Cap: $7.6M

CA:

0xF878e27aFB649744EEC3c5c0d03bc9335703CFE3

Eolas is a tool system focused on providing enhanced capabilities to AI agents on the CreatorBid platform, and is the first agent on the platform to leverage the capabilities of Autonolas.

Simply put, the main benefit of Eolas is that it makes advanced features that were previously only available to a few elite AI agents (such as @aixbt_agent) available to everyone, thereby increasing the capabilities of the entire CreatorBid ecosystem.

Its main function is to provide advanced tools and capabilities for AI agents on CreatorBid. Eolas leverages Autonolas Olas Mechs technology to develop and distribute these tools.

Among them, Olas Mech is a core technology in the Autonolas network, which is essentially a blockchain-based AI service market. This technology allows AI agents (called Mechs) to provide AI services to other agents or applications through blockchain.

Back to Eolas, the core idea of this system is to create and share AI tools in a decentralized way. Eolas claims that this approach can improve the level of capabilities of the entire CreatorBid ecosystem. It also includes an economic model to maintain the operation and development of the system through tool usage fees and development rewards.

3. AION 5100: Prediction Agent based on Bittensor subnet

$AION

X: @aion 5100

Market Cap: 40M

CA:

0xfc48314ad4ad5bd36a84e8307b86a68a01d95d9c

AION 5100 is an AI Agent project developed by CreatorBid that runs on the Bittensor network. Its core function is to provide self-improving prediction services on Bittensors prediction subnet (Subnet 6).

The project uses TAO tokens as the underlying support. Although this AI Agent always attracts attention through mysterious marketing methods such as AI from the future, its essence is an application project focusing on AI predictive capabilities, which can be used more to predict financial and market trends.

It is worth mentioning that the official website of the project is very interesting, like a sophisticated computer, where different functions are being prepared when you click different buttons. However, the official website currently has no substantial content and functions, and is more of a marketing and intentional expression.

As for what AION 5000 can predict, there is no particularly obvious content. The Agent account on X is currently playing abstract and self-talking without pointing to specific predictions. It remains to be seen how it performs in the future.

Airdrops and Beta Opportunities: $BID, $TAO and $OLAS

In addition to holding different Agent tokens, the platforms mother currency $BID has not yet been TGE. Therefore, a potential opportunity is to lock the Agent tokens purchased on Creator.Bid to obtain the points issued daily by the platform; and these points can be subsequently exchanged for $BID at a certain ratio.

Beta related opportunities:

TAO: Some of these projects benefit from Bittensors subnet, which is a positive factor to some extent.

OLAS: Since Creatorbid integrates Autonolas’ Mech capabilities, OLAS itself may also benefit from the popularity of this platform.

Loomlay — Building AI Agents in a No-Code Environment

$LAY

X: @loomlayai

CA:

0xb89d354ad1b0d95a48b3de4607f75a8cd710c1ba

Market Cap: 130M

Loomlay is also an innovative platform that integrates AI agent collaboration and Web3 technology.

The platform is committed to simplifying the creation and deployment process of AI agents, allowing more users to participate in AI application development through a no-code environment.

Loomlay agents consist of three core components — models, plugins, and workflows — that work together to create a fully functional AI system.

In terms of the agent building system, Loomlay uses an intuitive visual interface, where users can define the capabilities and goals of AI agents through simple configuration. The system integrates ERC 4337 wallet functions, providing infrastructure support for the autonomous operation of agents.

The platforms plug-in ecosystem greatly expands the application scope of agents. By accessing different types of plug-ins, AI agents can perform diverse tasks ranging from market analysis to content creation. This modular design enables agents to flexibly adjust their functional combinations according to actual needs.

At the collaboration level, Loomlay has established a complete AI agent collaboration network. The platform supports the combination of agents with different expertise, such as pairing market analysis agents with trading agents, or connecting research agents with content creation agents, so as to achieve collaborative processing of complex tasks.

The platforms native currency, $LAY, uses a carefully designed deflation mechanism.

In token trading on Uniswap V3, 1% of the sell order amount will be used for token burning every day. In addition, 20% of the $LAY payment amount in market transactions will be permanently removed from circulation.

It is worth mentioning that Loomlay is relatively new. The platform was launched on December 31, and more than 500 agents have been created within a week, of which more than 70 already have tokens.

However, because it is still in its early stages, the Agent tokens have not yet been significantly developed, and we will continue to observe further.

More directions to fill gaps

Our energy is very limited, and the above cannot cover all AI Agent projects in the entire Base ecosystem.

For more information, you can use a picture from the well-known blogger @sandraaleow to group and integrate different directions to understand the directions in which AI projects in the current Base ecosystem are developing.

At the same time, there are some projects that have not issued tokens, or have migrated old businesses to Base. You can also refer to the following table:

Image: Original post from @davidtsocy, compiled by TechFlow

Finally, it is important to remind you that risks cannot be ignored in the AI Agent craze, and it is questionable whether many projects are backed by AI. All projects listed in this article do not constitute any investment advice, please DYOR for more information.

The above is just a starting point, and I hope everyone can find more Alphas of their own.

This article is sourced from the internet: Gold mining in the Base ecosystem AI: What other treasure projects are there besides Virtuals?

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