From the initial AI Meme narrative to the rapidly emerging technological frameworks and innovative applications, the fast-paced evolution of the market brings endless possibilities to the AI Agent space. New players are constantly emerging, while established giants are rushing to make their moves. The fleeting trends in on-chain narratives leave many wondering where the opportunities in the AI Agent space truly lie. How can we seize the next big opportunity?

If you’re curious about these questions or are looking to dive into the on-chain frontier but are unsure where to start, this article provides a systematic guide. From how to gather information, to evaluating projects, to developing investment strategies, it will help you find your rhythm in the AI Agent space.

I. How to Discover Early-Stage AI Agents?

The first step is to avoid limiting yourself to a specific ecosystem, such as Base, Solana, Virtuals, or well-known projects like ai16z. These platforms themselves do not determine whether a project will succeed. The true value of AI Agents comes from the uniqueness and practicality of the project, not simply the ecosystem it belongs to.

Early-stage AI Agent projects often gain exposure through media and communities. For example, many people rely on Twitter to get first-hand information and find potential projects before they take off. Here are a few other effective channels for obtaining valuable information:

1. Cryptohunt @cryptohunt_a: An intelligent research platform that tracks the hottest and early-stage projects based on Twitter KOL (Key Opinion Leader) recommendations.
   As shown in the image below, Cryptohunt monitors and pushes newly created projects on Twitter. Users can filter by creation date, follower count, KOL activity in English or Chinese communities, and more. Additionally, you can find KOLs who frequently discover AI Agent projects by checking the return rankings and see which new projects they have mentioned on Twitter.
   • Visit link:
   https://www.cryptohunt.ai/zh-CN \
   https://www.cryptohunt.ai/zh-CN/dashboard/tokenMention

1. Biteye AI Daily @BiteyeCN: Biteye’s daily posts summarize new AI projects, upcoming tokens, sector rankings by growth and trading volume, and key industry news.

• Visit link:

https://x.com/BiteyeCN

1. aixbt @aixbt_agent: An artificial intelligence-driven AI Agent that analyzes data from social media, market trends, and technical indicators to identify promising coins.

• Visit link: https://x.com/aixbt_agent

1. Deep Value Memetics @DV_Memetics: Institutional-grade AI x cryptocurrency research, providing in-depth research and rapid insights.

• Visit link: https://x.com/DV_Memetics

II. How to Assess the Potential of AI Agents?

Suppose a project is merely following trends and lacks practicality. In that case, its token will likely behave like most meme coins—relying on market speculation for short-term gains and eventually disappearing when the hype fades. The core AI Agent projects that manage to break out are typically grounded in solving real-world problems and providing tangible value, such as $ai16z, $zerebro, $swarms, and others.

In addition, the project’s approach to “gaining attention” is a key factor in determining whether it can succeed. This includes the ability to craft compelling narratives, quickly launch new features, and promptly respond to community demands to maintain momentum and engagement. Only by doing so can a project establish a foothold in the competitive market, gradually building user loyalty and trust, and achieving a win-win situation for both the product and the market.

Here are some dimensions to consider when evaluating the potential of an AI Agent:

1. Social Media Discussion Volume
The amount of discussion on social media usually reflects the level of market interest. Tools like Cookie.fun can help track the real-time buzz around AI Agents and identify which projects have seen a significant increase in discussion over a certain period. This helps assess a project’s market appeal while serving as a crucial indicator of its token price movement. For example, applications with higher discussion volumes often see their token prices closely correlated with market sentiment.

In addition to discussion volume, the activity level of the community is the core indicator of a project’s vitality. A project with strong community support can attract users and retain developers more quickly. Therefore, monitoring the frequency of community interactions, the depth of discussions, and the level of member participation can serve as useful metrics to evaluate whether a project has real market potential.

Other optional data dashboards are as follows:

Cookie @cookiedotfun: https://www.cookie.fun/

• Covers important indicators such as AI Agents transaction volume, price, valuation, holder statistics, etc., helping users quickly obtain market overviews every day.

Cryptohunt @cryptohunt_ai: https://www.cryptohunt.ai/zh-CN/dashboard/memeSearch

• Meme token search function: for example, enter CA to view token introduction, project introduction, Chinese and English KOL attention, sentiment analysis and popularity.

Sentient Market @Decentralisedco：https://sentient.market/

• A market data platform focused on AI Agents, providing detailed analysis of specific projects, including tweet sentiment, average returns and trading volume. It also provides exclusive dashboards for Virtuals, ai16z and other projects.

Kaito @_kaitoai: https://kaito.ai/

• Track the performance of AI Agent projects through attention share, display the projects with the largest changes in attention in the past three months, and also support Twitter topic discussion data analysis.

Goat Index AI @GoatIndexAI: https://www.goatindex.ai/

• Focusing on the Solana ecosystem, it provides a dashboard of project market share, price, and GitHub ratings, and screens for tokenization, launch stage and other indicators. There are also plans to add trading signals and AI index functions in the future.

Alphanomics @Alphanomics_io: http://bubblescanner.io

• The real-time on-chain analytics tool, which utilizes its bubble scanner to quickly identify which projects are attracting or losing attention, is currently able to track over 50 AI Agent tokens across multiple chains.

AI Agent Toolkit @chandan1: https://www.aiagenttoolkit.xyz/

• A toolkit curated by @chandan1. It is a collection of AI Agent frameworks, startup tools, tutorials and resources, and is very suitable for developers and investors.

quantxbt @kwantxbt: https://x.com/kwantxbt

• An AI Agent focused on technical analysis. It can provide detailed technical analysis, including entry points, targets and stop losses, by marking this item in the X or Telegram group.

2.On-chain indicators

Smart money is often the vane of potential projects. Through tools such as GMGN, target projects with large capital inflows can be tracked, and there is an opportunity to obtain layout opportunities before potential projects are widely recognized.

Other tools to choose from are:

GMGN @gmgnai: https://gmgn.ai/

• Meme coin’s front-row sniping address holdings, including data on smart money, new wallets, KOL/VC holdings, rat positions and other data.

Dune @Dune: https://dune.com/

• An on-chain data analysis platform that provides open query functions, allowing users to create or modify dashboards to extract key information. For example, search for “ai16z” to view its position distribution, token performance, and other statistics.

Arkham @arkham: https://www.arkhamintelligence.com/

• Provide detailed data on wallet addresses, such as transaction history, profit and loss statement, asset trend chart, asset composition ratio, etc.

Debank @DeBankDeFi: https://debank.com/

• Supports multi-chain assets, whale wallet crypto portfolio tracking, and more.

He was @zerion: https://app.zerion.io/

• Check the capital trends of smart money, check historical transaction details by day, and also have Swap and Bridge functions.

Nansen @nansen_ai: https://app.nansen.ai/smart-money

• Support on-chain data analysis, query and track of the Token Portfolio of the target wallet, and also the track of recent contract interactions.

0xScope @ScopeProtocol: https://ai.0xscope.com/home

• Visual transaction tracking address tool to monitor the inflow and outflow of funds.

Zapper @zapper_fi: https://zapper.xyz/zh

• Similar to Zerion, you can view hot trends on the chain in real-time, including project popularity, transactions, etc.

Footprint Analytics @Footprint_Data: https://www.footprint.network/

• Track smart money’s position building, position adjustment and holding status, as well as investment return rate, interactive relationships, etc.

Coinstats @CoinStats: https://coinstats.app/

• Check out the currencies held by smart money and their buying prices, etc.

Bubblemaps @bubblemaps: https://bubblemaps.io/

• Visually analyze the number of tokens held by the wallet address and the relationship between funds.

3.Revenue Growth Potential

The maturity of the business model for an AI Agent project is a crucial indicator in assessing its potential. For example, Virtual and Clanker have demonstrated strong profitability through token-economy-driven on-chain revenue models. Using tools like Dune, you can analyze daily revenue growth, active user numbers, and token burn rates. These data points reflect changes in platform activity and user demand. For instance, Clanker has solidified its position in the market by consistently increasing user transaction volumes and revenue.

4.Celebrity Endorsements

Celebrity endorsements often provide an additional boost for a project to break out of niche circles. The support from industry leaders brings in capital and resources while increasing the project’s visibility. For example, endorsements from figures like Marc Andreessen and Sam Altman can significantly enhance a project’s credibility, attracting more institutional investors and developers. By monitoring the movements of well-known KOLs or industry giants, such as Shaw (@shawmakesmagic), the founder of ai16z, or Anatoly (@aeyakovenko, the founder of Solana, you can catch early signals of high-potential projects. Using platforms like Cryptohunt to check follower metrics can help determine if these prominent figures have recognized the project and whether they are involved in any investments or collaborations, which can effectively gauge the project’s potential.

5.Top Exchange Support
Listing on major exchanges often indicates that a project has passed more rigorous scrutiny and has gained a certain level of market acceptance. The influence of these exchanges not only increases the project’s exposure but also attracts more trading activity. By tracking whether a project can be listed on leading exchanges, and whether it is traded on multiple platforms like Coinbase, Bybit, Bitget, and Upbit, you can assess its market standing.

6.Track Positioning and Differentiation
The track that an AI Agent project operates in is critical to its market outlook. A clear track positioning not only helps a project define its development direction but also reduces competition with other projects. For example, an AI Agent might choose to enter the Meme track, leveraging strong viral effects to attract a large user base, or it might enter the framework-based project track, building an open developer ecosystem to continuously attract technical talent. Additionally, having a differentiated competitive advantage can help a project stand out in a highly competitive landscape and capture market share. Therefore, it is important to assess whether the project has clearly defined its track and possesses a distinct competitive advantage.

III. AI Agent Investment Strategy

As the AI Agent sector matures, the most important factor is to avoid blindly following market trends and to adjust your investment strategy based on different market stages. Remember that rational, steady, and diversified investments are key to handling market volatility and reducing risk.

1. Avoid Over-Concentration of Investment
   Despite the enormous potential of the AI Agent sector, as the market matures, the “information gap” gradually narrows, and going “all in” with your entire portfolio can be very risky. It is better to gradually shift positions and avoid betting all your resources on a single project or a specific niche from the outset. It’s important to participate steadily in market development rather than impulsively jumping in.
2. Diversified Investment Strategy
   This involves ensuring a stable core position while also capturing potentially high-return projects.
   • Focus on established leading projects that have proven their market value and technical capabilities, such as $ai16z or $ZEREBRO. These projects typically have strong consensus and recognition, enabling them to maintain steady growth.
   • Next, look for projects that show high growth potential through technological or application innovation. For example, some projects in the DeFAI space may be facing market volatility in the short term, but they represent the next phase of the AI Agent sector. For these projects, it’s best to monitor the implementation of their technical frameworks and market feedback, adjusting your position as needed.
   • Lastly, invest smaller amounts in projects with unknown potential that could experience large short-term fluctuations. While these projects might generate hype in the short term, they often have low technological barriers and are riskier. When selecting such projects, proceed with caution as they may lack a solid technical foundation or community support, making them prone to significant fluctuations or even collapse due to changes in market sentiment. Consider these as high-risk, high-reward speculative investments, and avoid excessive exposure to prevent an overly dispersed portfolio.
3. Avoid FOMO and Be Ready to Take Profits \
   When a project experiences a sharp rise in the short term, many people tend to rush in, hoping it will be the next big opportunity. However, any major trend typically doesn’t form overnight and often undergoes several periods of consolidation. Many projects go through a phase of volatility, so it’s important to avoid “FOMO” (Fear of Missing Out) and wait for market corrections. Refrain from adding to your position at high levels, ensuring your investment decisions are more rational. \
   On the flip side, when people see a cryptocurrency surge sharply in a short period, they often overlook the risk of a potential pullback. If you don’t know when to trim your position, you might face severe market fluctuations, resulting in profits being wiped out or even losses. Therefore, it’s essential to set clear profit-taking and stop-loss strategies, regularly review your positions, and adjust them on time.

IV. Conclusion

AI Agents are reshaping the narrative landscape of the crypto industry, and their potential is undoubtedly vast. In the future, more revolutionary projects are likely to emerge in this sector. In this still-developing blue ocean, seizing core value, diversifying risk, and maintaining continuous research and investment are key to navigating the ever-changing market waves. We hope you can find your investment opportunities and value points in this new AI Agent narrative.

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