DeFAI investment opportunities under the Trump effect: a brief analysis of 25 potential projects

This article is machine translated
Show original

Original text: Cookies

Compiled by: Yuliya, PANews

DeFAI is a concept created by @danielesesta (the founder of @HeyAnonai and also the creator of the 2021 DeFi summer Wonderland$TIME). Essentially, DeFAI is a combination of DeFi and AI, aiming to simplify the operational complexity of DeFi through artificial intelligence, making it more accessible to ordinary users.

The recent market adjustment has provided investors with a potential entry opportunity.

Investment Opportunities in DeFAI under the Trump Effect: An Analysis of 25 Potential Projects

Listed on CoinGecko

1. $AIXBT-aixbt-Market Analysis AI Agent

An AI-based market analysis agent system focused on generating actionable Alpha strategies and identifying market narratives. It ranks first on the Kaito AI Crypto Twitter Influence Leaderboard and has a 31.11% market share in the AI agent market, leading the industry. It has the following features:

  • In-depth fundamental analysis: Providing multi-dimensional insights such as project DAU metrics, revenue data, and product roadmap
  • Social interaction mechanism: Supporting user tagging and interaction on the Twitter platform (response not guaranteed)
  • Professional terminal service: Holding 600,000 $AIXBT can unlock terminal privileges, ensuring query response
  • Technical innovation capability: Possessing token issuance function (successfully issued $CHAOS via Simulacrum AI), supporting NFT identity display (integrating the Quantum Cats series from the Taproot Wizards ecosystem)

Token economic model

  • Functional rights: Authorized access to the aixbt professional terminal, obtaining exclusive market analysis
  • Governance rights: Participating in project decision-making and governance

Similar projects

  • 3σ: Comprehensive market analysis service
  • ASYM: Focused on token binding mechanism research
  • Acolyt: Refined market analysis
  • Bloomsperg Terminal: Multi-dimensional analysis (technical, fundamental, market sentiment)
  • kwantxbt: Professional technical analysis

Investment Opportunities in DeFAI under the Trump Effect: An Analysis of 25 Potential Projects

2. $GRIFFAIN-griffain-Abstract Platform

An intent-based smart terminal dedicated to simplifying the complexity of on-chain transactions and providing an intuitive user experience. It has received strategic investment from Solana Labs and has gained widespread attention in the Twitter community. The project provides the following features:

  • Personalized agent system: Users can create customized agents, support specific instruction configurations, authorize wallet access permissions, and execute on-chain operations. Example application: Automatically execute "swap 100 USDC for SOL"
  • Professional agent service: Developed and deployed by Griffain's official team, with tailored functional design (such as token purchase strategy execution)

Token economic model

  • Current transaction fees are mainly settled in $SOL
  • The specific application scenarios of the $GRIFFAIN token are yet to be clarified
  • Strategic advantages

The main competitors include:

  • HeyElsa
  • Hiero Terminal
  • StrawberryAI
  • Project Plutus
  • blormmy
  • Hyperfly (based on the Hyperliquid platform)

Investment Opportunities in DeFAI under the Trump Effect: An Analysis of 25 Potential Projects

3. $PAAL-PAAL AI-Agent as a Service (AaaS)

A smart agent platform for various use cases. It provides a series of bots:

  • Paal Bot: For answering questions
  • Enterprise Agent: For automating enterprise workflows
  • Autonomous Trading Agent: For executing trades

Token functions

  • Revenue sharing: $PAAL holders can share in the platform's revenue
  • Advanced features: Unlocking the platform's advanced privileges

Similar platforms

  • GT Protocol

4. $ANON-Hey Anon-Abstract Platform

A DeFi abstraction layer that executes DeFi operations through conversational language (via a Telegram bot) and combines AI-driven market insights. The launch of Hey Anon has generated a huge buzz and created a new category of DeFAI. It provides the following features:

  • Various DeFi operations: Such as swapping, borrowing, and cross-chain bridging.
  • Gemma: A research agent that can gather investment information and trends from platforms like Twitter and Telegram.
  • AUTOMATE: A TypeScript-based framework that allows DeFi protocols to integrate with Hey Anon, providing an abstracted experience for users.
  • Multi-chain support: Currently supports Arbitrum and Base, and will support Solana in the future, helping to build cross-chain DeFi abstraction.

Token functions

  • Access rights: Used to unlock AI agent services.
  • Reward distribution: Distributed through a grant program.
  • Governance function: Token holders can participate in protocol development decisions.

5. $GRIFT-Orbit-Crypto AI Platform

A platform for easily interacting with DeFi and accessing investment information. Orbit is developed by SphereOne and supported by Alliance. It is one of the most feature-rich terminals currently available. It provides the following features:

  • Seamless DeFi execution: Such as yield farming.
  • Investment information acquisition: Tracking Twitter accounts to obtain investment opportunities.
  • Task scheduling: Such as automatically swapping to SOL when certain conditions are met.

Token functions

  • Advanced feature access: Exclusive access to the platform's advanced features.
  • Revenue sharing: Token holders can share in the platform's revenue.

Investment Opportunities in DeFAI under the Trump Effect: An Analysis of 25 Potential Projects

6. $SPEC-Spectral-Trading Agent

A perpetual contract trading agent. The platform has a large number of duplicate agents, which appears rather messy. There is significant friction in agent interaction, as users need to purchase agent tokens (in contrast, Orbit's mechanism is more preferred). It provides the following features:

  • Users can create agents (similar to pump.fun) and grant them wallet permissions to perform perpetual contract trading.
  • Agents have an interactive "thought brain" that displays their decision-making process.
  • By purchasing agent tokens, users can interact with and influence the agents' decisions.

Token functions

  • Users need to hold $SPEC to create agents.
  • Participate in governance and influence agent behavior.

7. $MODE-Mode-Abstract Platform

Mode is an AI-driven Layer2 solution with 1,684 agents, 4,066 completed transactions, and $304,000 in managed funds. It has:

  • Mode AI Terminal: Executing DeFi operations through natural language.
  • AI Agent App Store: Accessing agents with various on-chain capabilities.
  • Data Layer: Analyzing market data to train agents to perform well in volatile markets.
  • Providing early access to new features and advanced functionalities.

8. $DRV-Derive-Trading Platform

This is a full-stack AI-driven trading platform. To try Derive Pro, you can join the waitlist. It provides the following features:

  • Research function: Access Messari's news, trends, and market data through prompts.
  • Execution function: Translate market views (e.g., bullish/bearish) into executable trades.
  • Portfolio management: Customize the interface through prompts.
  • The token function is not yet clearly defined, but may be used to pay for prompts and execution fees.

Similar agents

  • Loomlay

9. $BUZZ-The Hive-Launchpad

A collective-based on-chain execution platform with the fastest execution speed among all the terminals tried. The platform has already provided a wide range of practical functionalities. Hive AI won first place in the Solana AI Hackathon. It provides:

  • On-chain DeFi execution: Completing operations such as swapping, liquidity providing (LP), and staking through natural language prompts within the terminal.
  • Investment portfolio agent: Helping users identify yield opportunities for idle assets.
  • Currently, there is no detailed information about the use of $BUZZ.

Investment Opportunities in DeFAI under the Trump Effect: An Analysis of 25 Potential Projects

10. $EMP-Empyreal-Launchpad

This is a platform that allows launching agents and executing on-chain operations through social media. Kudai is deployed through Simulacrum AI, which is supported by Empyreal. It provides:

  • Social media execution: Chain operations can be executed simply by posting comments on social media platforms (such as Twitter, Farcaster, Reddit, etc.).
  • Validator network: Verify the authenticity of the message before execution.
  • $EMP stakers can enjoy profit sharing.

Note

  • It would be better if private command options (such as private chat boxes) could be provided.
  • It would be more convenient if a sidebar extension could be provided while browsing social media to prompt users to enter commands.

Similar proxies

  • Bankr

11. $ALPHA-AlphaArc-Launchpad

AlphaArc is a chain-based data-driven analysis proxy platform, similar to aixbt but more focused on on-chain analysis. Provides:

  • Alpha Studio: Supports the construction of proxies that can analyze complex databases and generate executable insights based on this.
  • AI Agents Hub: Access a list of proxies created by other users.

12. $OLAS-Autonolas-Launchpad

As one of the earliest proxy frameworks, Autonolas provides:

  • A complete proxy construction framework
  • Users can use the provided framework to build their own proxies
  • The $OLAS token needs to be staked when creating an AI proxy

Similar proxies

  • LayerAI

13. $GATSBY-Gatsby-DeFAI Infrastructure

This is a proxy platform focused on on-chain data analysis, which seems more suitable for professional/experienced traders, as the trading execution conditions can become more flexible and innovative (based on real-time blockchain data). Features:

  • Query function: Provides data-driven answers
  • Exploration function: Inspect wallet transaction records
  • Execution function: Backtesting trading strategies

14. $SNAI-SwarmNode.ai-Launchpad

Swarmnode is a serverless AI proxy deployment platform that can create proxy groups focused on specific vertical domains and discover arbitrage opportunities through coordinated information sharing. Provides the following features:

  • Serverless deployment: Supports cloud-based proxy deployment without server management
  • Pay-as-you-go: Supports scheduled proxy execution, only charges for active time, improving cost-efficiency
  • SwarmNode system: Coordinates collaboration between multiple proxies

15. $NEUR-neur-Abstract Platform

Neur is a smart assistant tool in the Solana ecosystem, providing comprehensive and detailed answers with fast response times, offering the following features:

  • Intelligent agent system: Obtain Web3 native insights through natural language prompts
  • Seamless on-chain execution: Support token swaps, token issuance, NFT transactions, etc.
  • Token use cases include: open-source development contributions, community-driven initiatives, developer grants and rewards, technical infrastructure improvements

16. $STRDY-Sturdy-DeFi Optimization Platform

This is a platform focused on AI-optimized lending yields:

  • Use AI to identify yield opportunities in various lending markets
  • Tokens are used as governance tokens

Not yet listed on Coingecko/Not yet launched

17. $PROMPT-Wayfinder Foundation-Abstract Platform

The Wayfinder Foundation is committed to simplifying DeFi interactions:

  • Creators can create "shells" on Wayfinder, containing instructions to perform specific DeFi operations, such as converting 100 USDC to SOL and depositing it into a sanctum
  • Users only need to click to execute, without manually completing complex steps
  • The $PROMPT token (not yet launched) will be used for:
    • Staking to create "shells"
    • Paying the access fee for "shells"

18. $MOZ-Mozaic-DeFi Optimization Platform

As one of the earliest AI-driven yield protocols:

  • Focused on AI-optimized cross-chain yield and liquidity strategies
  • Mozaic can identify the best yields and rebalance positions regularly
  • Tokens are mainly used for governance functions

19. $MONK-Monk-Trading Proxy

A research and trading assistant built by the Fere AI team, providing the following features:

  • Based on multi-agent intelligence (FerePro, MarketPulseAgent, InvestmentAgent)
  • 24/7 market analysis and trading
  • Able to provide data-driven market insights based on prompts

20. $MOBY-Moby AI-Market Analysis Proxy

This is an AI assistant tool supported by AssetDash, Whale Watch, and griffain:

  • Particularly focused on assets with a lot of whale activity
  • Provides targeted market insights

Similar projects

  • Gekko AI

21. $T3AI-t3-DeFi Optimization

A lending-focused AI proxy:

  • Provides low-collateral lending services
  • Automated risk management system

22. $CATG-Boltrade-Trading Proxy

This is a data-driven trading proxy:

  • Trades based on insights available on the BoltradeDEX
  • Provides a comprehensive indicator analysis system

23. ConsoleKit-Brahma-DeFAI Infrastructure

Focused on access control for AI proxies:

  • Set the boundaries of on-chain operations that AI proxies can perform
  • Protect users from malicious proxy behavior or proxy delusions
  • Provide critical security infrastructure

24. Slate-Abstract Platform

An intent-based DeFi execution platform:

  • Supports cross-chain DeFi execution
  • Terminal clearly displays the DeFi execution path
  • Clean interface, intuitive operation

DeFAI Investment Opportunities under the Trump Effect: A Brief Analysis of 25 Potential Projects

25. vainguard-DeFAI Infrastructure

An autonomous trading proxy platform:

  • Initially focused on providing autonomous trading services for humans
  • Future plans to provide fund management services for proxies
  • Committed to becoming the fund manager for proxies

Summary

After a deep analysis of 25 DeFAI protocols, the following key observations can be made:

  • As an emerging field, most DeFAI projects are still in the testing stage.
  • The actual performance of trading proxies still needs to be validated over time.
  • The automated DeFi execution mechanism is a highlight, as it successfully simplifies complex operation processes and enhances the user experience.
  • Currently, it is relatively difficult to establish competitive barriers in the DeFAI field, as many projects have similar functions and positioning.
  • It is worth noting that the token value capture mechanisms of most projects are not prominent, and some even lack practical utility completely.
  • In addition, some terminals exhibit relatively long latency in responding to queries, which may be due to the performance limitations of the underlying chain or suboptimal proxy optimization.

For developers deeply engaged in the AI and crypto fields, Monad provides an extremely attractive choice. The project is innovating the consensus mechanism and execution layer from the ground up, aiming to build a high-performance blockchain network with an expected processing capacity of 10,000 TPS. This provides an ideal infrastructure platform for developers committed to building the next generation of DeFAI applications, and is expected to help projects break through performance bottlenecks and achieve larger-scale applications.

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