Trump's MEME coin sucks blood from the crypto market, is DeFAI facing a good opportunity to buy the dips?

This article is machine translated
Show original

Author: jinglingcookies, researcher at monad xyz
Compiled by: zhouzhou, BlockBeats

Editor's Note: This article introduces several DeFAI (Decentralized Finance and Artificial Intelligence) projects, focusing on how different AI agents can simplify DeFi operations, execute transactions, provide market analysis, and more. The author showcases the features, token utilities, market performance, and potential of these projects in the decentralized finance domain. DeFAI is still in its early stages and faces many challenges, such as a lack of strong token value accumulation and intense competition. Finally, the author encourages AI and crypto developers to connect with these projects to drive technological advancement.

Original Content (edited for readability):

If you've been caught up in the AI agent hype over the past month, you've probably heard the term "DeFAI" and heard it pronounced in various ways. But who cares about pronunciation when the prices are skyrocketing?

The term DeFAI was coined by danielesesta (the founder of HeyAnonai, more on that later), who launched Wonderland TIME in the DeFi summer of 2021. Simply put, DeFAI = DeFi + AI, where DeFi protocols are combined with AI to simplify the complex process of using DeFi (so that even our grandmothers can use DeFi).

Yesterday, everyone was talking about TRUMP. If you don't know what that is, unfortunately, you're probably ngmi. But the point is, the TRUMP hype yesterday caused countless other AI tokens to crash, as many people exited their AI positions to add more TRUMP.

This presents a potential opportunity for us to enter at more favorable prices. That's why I'm writing this article, to introduce you to 50 DeFAI projects, so you can pick the ones you think will be the future of DeFi - let's make DeFi great again (MDGA - yes, I know it's a terrible name).

Notes:

Most of these projects are from the DeFAI category on CoinGecko. Thanks to the great users who provided the resources.

Price changes are rounded to the nearest integer.

All data is from between January 19 and 20, 2025.

AIXBT | aixbt agent | Market Analysis Agent

Overview: AI agent that provides actionable insights and identifies market narratives.

Features:

Shares insights on project fundamentals, such as DAU, revenue, upcoming project updates, etc.

Interacts with users on Twitter, answering questions (but not guaranteed).

Guaranteed responses if users ask questions through the aixbt terminal (requires a wallet with at least 600,000 AIXBT).

Can mint tokens (CHAOS) and change its avatar (Quantum Cats gifted by udiWertheimer's TaprootWizards) through SimulacrumAI.

Performance:

Ranked #1 on kaitoai's CT leaderboard.

Holds a 31.11% market share in the AI agent market.

Token Utility:

Access exclusive market insights provided by the aixbt terminal.

Participate in governance voting.

Price Changes:

7 days: +56%

30 days: +180%

Market Cap: $617 million

Other Similar Agents: tri sigma, ASYM41b07 (excels at capturing token binding relationships), AcolytAI (provides more granular analysis), sperg ai (technical, fundamental, and sentiment analysis), kwantxbt (technical analysis).

AIXBT's market share in the AI agent space

GRIFFAIN | griffaindotcom | Abstraction Platform

Overview: Intent-based terminal that simplifies the complexity of on-chain transactions.

Features:

Personal Agents: Created by users, can be given specific instructions and authorized to execute on-chain operations, e.g., swap 100 USDC for SOL.

Professional Agents: Created by Griffain, with specific utility functions, such as token sniping.

Token Utility:

According to the documentation, most transactions on Griffain are paid in SOL.

It's unclear how the GRIFFAIN token will be used at this time.

Note:

Griffain has generated a lot of discussion on Twitter due to the support from Solana Labs.

Price Changes:

7 days: +24.7%

30 days: +6.6%

Market Cap: $456 million

Other Similar Agents: HeyElsaAI, HieroTerminal, StrawberryAI 5, ProjectPlutus, blormmy, hyperflyai on HyperliquidX.

PAAL | PaalMind | Agents-as-a-Service (AaaS)

Overview: A platform that provides a variety of agent services.

Features, Providing a Range of Bots:

Paal Bot: A question-answering bot.

Enterprise Agent: An agent for automating workflows.

Autonomous Trading Agent: A self-trading agent for executing trades.

Token Utility:

Share revenue with PAAL token holders.

Access advanced features.

Price Changes:

7 days: -9.5%

30 days: +70.9%

Market Cap: $312 million

Other Similar Agents: GT Protocol.

ANON | HeyAnonai | Abstraction Platform

Overview: DeFi abstraction layer - perform DeFi operations through conversational language (via Telegram bot) combined with AI-driven market insights.

Features:

Provides various DeFi operations, such as swapping, lending, cross-chain, etc.

Gemma: Research agent that collects alpha information and market narratives from platforms like Twitter and Telegram.

AUTOMATE: TypeScript framework that allows DeFi protocols to integrate with Hey Anon, providing abstraction layer functionality to users.

Supports multiple chains, including Arbitrum, Base, and eventually Solana - enabling the construction of cross-chain DeFi abstraction.

To learn more about HeyAnonai's features, check out this thread.

Performance:

The launch of Hey Anon sparked a massive hype, kickstarting the new DeFAI category.

Token Utility:

Access AI agent services.

Token distribution through grants program.

Governance Token: Token holders can guide the protocol's development.

Price Changes:

7 days: +47.4%

14 days: +143.8% (not yet reached 30 days)

Market Cap: $218 million

GRIFT | orbitcryptoai | Abstraction Platform

Overview: A platform that seamlessly connects DeFi interactions and alpha resources.

Features:

Seamless DeFi execution, such as yield farming.

Alpha information gathering by tracking Twitter accounts.

Task scheduling, e.g., automatically swap to SOL when a certain condition is met.

Token Utility:

Exclusive access to advanced features.

Revenue sharing.

Note:

Currently one of the most feature-rich terminals.

Orbit is developed by sphereone and supported by alliancedao.

Price Changes:

7 days: +86.9%

30 days: +442.3%

Market Cap: $114 million

SPEC | Spectral Labs | Trading Agent

Overview: Perpetual contract trading agent.

Features:
Users can create an agent (similar to pumpdotfun) and grant it wallet access to perform trades.

The agent has an interactive brain that displays its thought process.

Users can interact to influence the agent's decisions by purchasing agent tokens.

Token Utility:
Users need to hold SPEC to create an agent.
Participate in governance and influence the agents.

Note: Due to the requirement for users to purchase agent tokens first, there is significant friction in the agent interaction (I prefer the mechanism of orbitcryptoai), and there are many redundant agents, making the platform appear chaotic.

Price Changes:
7 days: -1.4%
30 days: -25.2%
Market Cap: $102 million

MODE | modenetwork | Abstraction Platform

Overview: AI-driven Layer 2 platform.

Features:

Mode AI Terminal: Execute DeFi operations through natural language.

AI Agent App Store: Access agents with various on-chain capabilities.

Data Layer: Analyze market data to train agents to perform better in volatile conditions.

Performance:

1,684 agents.

Completed 4,066 transactions.

Assets under management: $304,000.

Token Utility:

Here is the English translation of the text, with the specified terms translated as instructed:

Providing early access to new features and advanced features.

Price Changes

7 days: +10.6%

30 days: +24%

Market Cap: $102 million

DRV | derivexyz | Trading Agent

Introduction: A full-stack AI-driven trading platform.

Features

Research: Access news, trends, and market data from MessariCrypto.

Execution: Convert market views (e.g., bullish/bearish) into executable trades, with one-click execution.

Portfolio Management: Through a customizable interface with prompts.

Token Utility

Not explicitly mentioned, but may be used to pay for prompts and execution fees.

Note

If you want to try Derive Pro, you can join the waitlist here.

Price Changes

No price change data available, as the Token was just recently launched.

Market Cap: $91 million

Other similar agents include: loomlayai

BUZZ | askthehive ai | Abstract Platform

Introduction: A chain-based execution platform based on a hive architecture.

Features

On-chain DeFi Execution: Execute DeFi operations like swapping, providing liquidity, staking, etc., entirely within the terminal through natural language prompts.

Portfolio Agents: Helps identify yield opportunities for users' idle assets.

EMP | EmpyrealSDK | Launchpad Platform

Introduction: An agent that launches and executes on-chain actions through social media.

Features

Execute on-chain actions by commenting on social media platforms (Twitter, Farcaster, Reddit, etc.).

Validator network used to verify messages before execution.

Token Utility: Share revenue with EMP stakers.

Development: Kudai IO uses SimulacrumAI, supported by Empyreal.

Note

A private command option, similar to a private chat box, would be nice.

An extension next to it that provides prompts while the user is browsing tweets would be more convenient.

Price Changes

7 days: +15.9%

30 days: +0.4%

Market Cap: $80 million

Other similar agents include: bankrbot

ALPHA | AlphaArc4k | Launchpad Platform

Introduction: A data-driven analysis agent based on the Blockchain.

Features

Alpha Studio: Allows users to build agents that can analyze complex databases and generate actionable insights.

AI Agent Hub: Access a list of agents created by others.

Note: Similar to aixbt, but more focused on on-chain analysis.

Price Changes

7 days: +95.3%

14 days: +34.4%

Market Cap: $38 million

OLAS | autonolas | Launchpad Platform

Introduction: An agent launchpad platform.

Features

One of the earliest agent frameworks to be launched.

Users can create their own agents using the provided framework.

Token Utility: Staking OLAS is required to create AI agents.

Price Changes

7 days: -4.3%

30 days: -33%

Market Cap: $43 million

Other similar agents include: LayerAIorg

GATSBY | gatsbyfi | DeFAI Infrastructure

Introduction: A data-driven analysis agent based on the Blockchain.

Features

Explorer: View transactions made by wallets.

Execution: Backtest trading strategies.

Suitable for professional/experienced traders. Trading execution conditions can be more creative (based on real-time information on the Blockchain).

Price Changes

7 days: -12.8%

30 days: +321.8%

Market Cap: $40 million

SNAI | swarmnode | Launchpad Platform

Introduction: Deploys serverless AI agents.

Features

Serverless: Deploy agents to the cloud, without the need to manage servers.

Pay-as-you-go: Agents can run at specific times, and creators only pay for their active time, improving cost-effectiveness.

SwarmNode: Coordinates cooperation between agents.

Note

Can create agent clusters in niche domains, then coordinate to share information to find alpha.

Price Changes

7 days: -30.3%

30 days: -51.6%

Market Cap: $38 million

NEUR | neur sh | Abstract Platform

Introduction: A smart co-pilot for Solana.

Features

Intelligent Agent System: Obtain Web3-native insights through natural language prompts.

Seamless On-chain Execution: Swapping, token launches, NFT trading, etc.

Token Utility

Open-source development contributions.

Community-driven project.

Developer rewards and bounties.

Improvements to technical infrastructure.

Note

Provides highly comprehensive responses.

Executes very quickly.

Price Changes

7 days: -34.5%

14 days: -3.4%

Market Cap: $28 million

STRDY | SturdyFinance | DeFi Optimization

Introduction: AI-optimized lending yields.

Features: Sturdy uses AI to identify various yield opportunities in the lending markets.

Token Utility: Governance token.

Price Changes

7 days: -14%

30 days: -34.9%

Market Cap: $25 million

PROMPT | AIWayfinder | Abstract Platform

Introduction: Simplifying DeFi interactions.

Features: Creators can build "shells" on Wayfinder, which contain instructions to execute certain DeFi operations, such as swapping 100 USDC for SOL and depositing it into sanctumso. Users can simply click to execute, without manually performing each step.

Token Utility

PROMPT is not yet launched, but will have the following uses:

Staking to create "shells".

Paying fees to access "shells".

MOZ | Mozaic Fi | DeFi Optimization

Introduction: AI-optimized cross-chain yields and liquidity strategies.

Features: As one of the earliest AI-driven yield protocols, Mozaic identifies the best yields and regularly rebalances positions.

Token Utility: Governance token.

MONK | monk agent | Trading Agent

Introduction: A research and trading assistant.

Features:

Built by the Fere AI team, focused on multi-agent intelligence (Fere Pro, Market Pulse Agent, Investment Agent).

Analyzes the market 24/7 and executes trades.

Monk can provide data-driven market insights upon prompting.

MOBY | mobyagent | Market Analysis Agent

Introduction: An AI co-pilot supported by assetdash, whalewatchalert, and griffaindotcom.

Features: Provides insights on assets with significant whale activity.

Other similar agents include: Gekko Agent

T3AI | trustInWeb3 | DeFi Optimization

Introduction: A lending-centric AI agent.

Features: Non-overcollateralized lending, automated risk management.

CATG | boltrade ai | Trading Agent

Introduction: A data-driven trading agent.

Features: Trades based on insights from the Boltrade DEX, provides a wide range of indicator viewing capabilities.

ConsoleKit by BrahmaFi | DeFAI Infrastructure

Introduction: Wallet access control for AI agents.

Features: Used to set boundaries for the on-chain actions that AI agents can execute, protecting users from malicious agents or rogue behavior.

slate ceo | Abstract Platform

Introduction: Intent-based DeFi execution.

Features: Cross-chain DeFi execution, terminal provides detailed explanations of DeFi execution paths.

vainguard ai | DeFAI Infrastructure

Introduction: Autonomous trading agent.

Features: In the initial stage, provides human-autonomous trading 'Future will become the financial managers of the agents, when they start to have their own finances.

Summary: A Review of 25 DeFAI Protocols

Early Stage: Many of the mentioned projects are still in the testing phase.

Performance of Trading Agents: Time is needed to validate if trading agents can perform well.

Automated DeFi Execution: Excellent, as it abstracts away complexity.

Moat Issue for DeFAI: It is difficult to establish competitive moats in the DeFAI space, with many similar projects.

Token Value Capture: Most tokens lack strong value capture, and some even have no token utility.

Some terminals require a longer time to respond to user prompts, which may be due to issues with the Bit itself, or suboptimal optimization when the proxy is retrieving data.

Sector:
Source
Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
Like
Add to Favorites
Comments