Author: s4mmy
Compiled by: TechFlow
Quoted Opinions:
"The market capitalization of AI agents will reach $100 billion. I have no doubt about that."
—— @osf_rekt, reposted from @punk9059
"Virtuals is the economic layer of AI agents."
"Search is the user interface (UI) of the web, and AI is devouring the user interface, so AI will also devour search."
—— @naval
"'I don't need AI agents.' This is the famous last words of those left behind by their competitors."
—— @dolion_ai
Market Highlights:
Currently, the AI agent market is experiencing a phase of intertwined profit-taking and rebound.
Fartcoin has risen to a dominant position in Mindshare and market capitalization, driven by the influx of speculative retail and traditional finance (TradFi) investors.
Meanwhile, foundational projects such as Virtuals, AIXBT, and AI16Z have remained relatively stable amid the broader market adjustment.
Emerging projects like Moby and Orbit continue to garner attention, while more mature DeFAI startups like HeyAnon and GriffAin are also steadily developing against the backdrop of heightened on-chain narratives.
Standout projects include:
Fartcoin: Despite a 20% price drop in the past 72 hours, its market capitalization has surpassed several established agents, driven by the momentum of its meme narratives, and has achieved over 100% returns in the short term.
AIXBT: It has consolidated its leadership in the data analytics domain, but faces some pressure due to a decline in Mindshare and a slight market cap adjustment.
Virtuals: Maintaining a prominent position in the agentic infrastructure space, driven by continued growth in SDK integration and ecosystem expansion.
Moby: Strengthening its role as a whale monitoring and infrastructure data agent, attracting increasing developer attention.
ARC and GriffAin: As core players in emerging AI frameworks, they have demonstrated strong developer engagement and market resilience.
Individual Agent Analysis:
i) Fartcoin (@FartCoinOfSOL)
Mindshare: 11.99% (up 1.97%)
Market Cap: $1.96 billion, down 20.6%
Commentary: Fartcoin has leveraged speculative upswings, ranking first in Mindshare. Its meme appeal continues to drive user engagement, with liquidity and trading volume reaching new highs. After surging from $1 billion to $2.5 billion in market cap, it has experienced a healthy price correction.
"The market hype continues to heat up." —— @TaikiMaeda2
ii) AIXBT (@aixbt_agent)
Mindshare: 10.91% (down 0.29%)
Market Cap: $650 million, down 15.5%
Commentary: Despite declines in Mindshare and market cap, AIXBT remains the leader in the analytics infrastructure domain. Recent focus has been on optimizing its tokenomics and expanding ecosystem integrations to enhance its market competitiveness.
iii) Virtuals (@virtuals_io)
Mindshare: 5.47% (down 0.04%)
Market Cap: $2.62 billion, down 15.6%
Commentary: Despite a market cap pullback, Virtuals maintains a leading position in the agentic infrastructure space, consistent with the broader market adjustment trend.
Through GAME SDK integration and collaboration with key ecosystem players, Virtuals' technology stack is being increasingly adopted by developers. It allows any framework to use its technology, rapidly becoming the economic layer of the agentic future:
"Free to build in any framework, just like religious freedom is the core value of the Virtuals society." —— Virtuals
iv) AI16Z (@ai16zdao)
Mindshare: 4.88% (down 0.2%)
Market Cap: $941 million, down 6.3%
Commentary: While AI16Z's Mindshare and market cap have declined, it remains a popular choice among developers. Its strong multi-chain integration capabilities and the real-world performance of its Eliza agent continue to garner attention.
Recent development progress includes the integration of the Virtuals API (issue #2552). As an alt infra, this initiative drives broader framework adoption, laying the foundation for collaborative agentic futures.
v) Griffain (@griffaindotcom)
Mindshare: 3.59% (up 0.1%)
Market Cap: $484 million, down 4.7%
Commentary: Griffain's modular tools are gaining more attention. Through new partnerships and product updates, its utility has been further demonstrated.
"A new era of labor is coming... Agents will provide the power for enterprises and consumers to have tasks completed by robots." —— @tonyplasencia3
vi) AVA (@AVA_holo)
Mindshare: 2.41% (down 0.05%)
Market Cap: $184 million, down 11.4%
Commentary: Despite a decline in market cap, AVA has demonstrated resilience through continued adoption in cross-chain applications. Particularly, its Solana-based integration has further driven user engagement. Its staking rate is currently approaching 20%.
vii) ARC (@arcdotfun)
Mindshare: 2.29% (up 0.13%)
Market Cap: $408 million, up 3.3%
Commentary: ARC has continued to strengthen its framework products through active GitHub development activities and the launch of new developer tools, further solidifying its position in the ecosystem.
Simultaneously, ARC is expanding its partnerships, recently announcing a collaboration with $listen:
"The way AI accomplishes tasks is not through mechanical repetition, but through an emergent behavioral pattern that reflects human capabilities while further extending them." —— ARC
viii) Rektguy (@RektguyAI)
Mindshare: 2.05% (down 0.1%)
Market Cap: $78.55 million, down 9.9%
Commentary: While Rektguy's meme community has maintained high engagement, it has also been affected by profit-taking, with its market cap decline aligning with the broader market adjustment trend.
Notably, Rektguy now has the ability to create art pieces in the OSF style, and its thought processes and decision-making logic can be verified through its terminal.
"You can view the thought process and decision flow of the agents in our terminal." —— @osf_rekt
ix) Hey Anon (@HeyAnonai)
Mindshare: 1.8% (down 0.02%)
Market Cap: $236 million, up 1.7%
Commentary: Hey Anon has consolidated its leadership in the DeFAI strategies domain through stable community engagement.
Its technology is constantly being upgraded behind the scenes, further optimizing DeFAI solutions through multiple data plugins provided by core suppliers:
"We've basically integrated the entire DeFi tech stack, because the others are just forks. Just minor details. We now have 45 working groups, and most of the work is basically done." —— @danielesesta
As its Beta version is about to be opened to a wider user base, this is a project worth continuing to follow.
x) Zerebro (@0xzerebro)
Mindshare: 1.71% (down 0.16%)
Market Cap: $148 million, down 17.4%
Commentary: While integrating analytical enhancement features, Zerebro has also launched new updates for developers. Although its market cap has declined significantly, its relevance in the developer community remains strong. Whether it will accelerate open-source development is worth looking forward to.
"If we open-source a 20 billion parameter Zerebro model, one that's lightweight enough to run on an NVIDIA RTX 3060... @huggingface, we're coming for you." —— @jyu_eth
The revenue-sharing NFTs recently launched in collaboration with @dolion_ai sold out in a short time:
"10,000 zerebully NFTs sold out in under 40 minutes." —— @khouuba
xi) Moby (@mobyagent)
Mindshare: 1.68% (down 0.02%)
Market Cap: $85.98 million, up 1.3%
Commentary: Moby, as a whale observation data intelligence agent, has attracted the attention of developers with its unique market insights.
"The winners of the 2025 cycle will be determined by attention and Mindshare, and @assetdash and @whalewatchalert have growing Mindshare in important consumer segments." —— @mattdorta
"The Moby Mode" —— @frankdegods
xii) Orbit/Grift (@orbitcryptoai)
Mindshare: 1.32% (down 0.06%)
Market Cap: $120 million, up 3.1%
Commentary: As a DeFAI abstraction layer, Orbit has maintained a high level of engagement as developer interest continues to grow. Meanwhile, Grift has successfully launched on @HTX_Global.
xiii) Henlo (@henlokart)
Mindshare: 1.29% (down 0.05%)
Market Cap: $46.81 million, down 28.9%
Commentary: Henlo has maintained market relevance through its AI-NFT narratives, but its market cap and user engagement have both seen a slight decline after the previous hype.
"In this super-cycle stage, I can't be bothered to tell anyone the target prices for BTC, ETH, HYPE, PENGU, and HENLO, because even if I tell you, you won't believe it." —— @ciniz
xiv) Cookie (@cookiedotfun)
Mindshare: 1.27% (down 0.09%)
Market Cap: $121 million, down 11.1%
Commentary: Cookie continues to upgrade its analytics dashboard product, but its Mindshare and market cap have been affected to some extent due to the decline in sentiment. However, is there a larger plan beyond the AI agent domain in the works?
"What if the Cookie ecosystem not only gains attention in the AI market, but also more broadly follows the flow of capital?" —— @fwielanier
xv) Pippin (@pippinlovesyou)
Mindshare: 1.17% (down 0.07%)
Market Cap: $107 million, down 12.3%
Commentary: Pippin's framework tools continue to attract developer interest, but its market cap has declined due to profit-taking. At the same time, the pace of updates to the GitHub repository has been somewhat slow, causing some minor friction.
Meanwhile, a Discord admin tool based on Large Language Models (LLM) is under development:
"I've built an LLM-based Discord admin tool (pippin-mod), and I'll open-source it as well." —— @yoheinakajima
Emerging Trends:
i) Memetic Resilience: Despite a 20% correction, Fartcoin's Mindshare continues to rise, further demonstrating the narrative power of meme-driven assets.
ii) DeFAI Expansion: Projects like Moby, Hey Anon, and Orbit indicate a rapidly growing market interest in DeFAI automation and infrastructure.
iii) Infrastructure Leadership: Projects such as Virtuals, AI16Z, Griffain, Pippin, and ARC have successfully attracted more developer attention by providing scalable AI solutions.
iv) Profit-Taking & Rotations: The overall market correction indicates that capital is shifting between Meme-driven agents and Utility-driven agents, also reflecting the impact of reduced Trump-related liquidity.
Data Source: @cookiedotfun
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