January 2, 2025
The market is consolidating, while the AI sector on-chain is exploding. According to CoinGecko, the total market capitalization of AI sector tokens has surpassed $48.7 billion, with a 24-hour increase of 13.3%, marking the first shot in the rising sectors of 2025.
Key focus:
VIRTUAL has surged over 18% in 24 hours, currently priced at $4.72, with a market capitalization rising to $4.72 billion, setting a historical high.
ZEREBRO has surged over 16% in 24 hours, priced at $0.72, with a market capitalization rising above $700 million, setting a historical high.
AI16Z has surged over 31%, currently priced at $2.37, with a market capitalization that once exceeded $2.5 billion, setting a historical high.
COOKIE has surged 119%, currently priced at $0.52, with a market capitalization of $72 million. Even the GOAT, which was nearly forgotten by the market, has surged over 19%, currently priced at $0.6, while ACT has increased by 18%, priced at $0.33.
To discover undervalued AI agents, you can refer to the following points:
Smart interactions: Accounts marked as 'smart' may indicate early capital deployment.
Dominance in niche fields: Agents that perform outstandingly in specific areas usually hold higher value.
Cash flow potential: Agents with actual financial returns are more likely to attract sustained investment.
For example, AiXBT demonstrated significant value by providing extensive data insights, leading to a 50% price increase.
AI Agents are still in the early stages, transitioning from the initial AI MEME to the application phase. While the early GOAT, MOODENG, etc., were just dogs in the AI label, the current tokens focus on project empowerment. For instance, ai16z mainly aims to establish standards for AI Agents, while Vartual acts as a launchpad platform for AI projects, with functionalities evolving alongside AI changes.
It is worth noting that the development of AI Agents will combine with DeFi, relying on the infrastructure built by DeFi to develop the Agent economy. Currently, AI Agents represent a promising new track that could drive a collective explosion of on-chain projects, surpassing other sectors in terms of market capitalization growth, the speed of concept application, and funding attention.
If you have time and energy, I recommend studying this sector. The main channels are Twitter and some related articles, but the most important thing is to engage with the projects yourself. I didn't pay much attention to this sector before, thinking it was just a meme level, but it seems to be much more than that now. I will also start to learn more and share in future articles. Of course, if you don't want to research, you can position in the leading sectors; next is DeFi, and after that, Ethereum will definitely benefit.
