Author: 0xJeff, head of steak studio
Compiled by: zhouzhou, BlockBeats
Editor's Note: This article discusses the performance of the AI agent market, particularly the strong rebound across multiple industries. The growth and driving factors behind Swarm, App Store, Dev Tools, Launchpad, Investment DAO, and DeFAI are highlighted. It emphasizes that DeFAI remains the market leader, with top frameworks gaining more adoption.
The following is the original content (edited for better readability):
AI agents are making a strong comeback, with the following six leading industries leading the charge: The market experienced a massive sell-off after Trump announced tariffs, as the market panicked over the trade wars with Mexico, Canada, and China.
However, after last-minute negotiations between the US and Mexico, the panic has temporarily subsided, and the tariffs have been suspended for 30 days.
Additionally, Trump signed an executive order to establish a US sovereign wealth fund (which could signal a diversification of investments into the crypto space). David Sacks will hold a press conference on February 4th to elaborate on the government's stance on cryptocurrencies and AI.
The AI agent market has rebounded rapidly in the past 24 hours, with gains of 20%-70% across multiple sectors.
According to cookiedotfun data, the top six industries by percentage gain are:
Swarm
App Store
Dev Tools
Launchpad
Investment DAO
DeFAI
Disclaimer: Many of these options have low liquidity, so they can drop quickly when they fall, and rise significantly when they go up. Therefore, it is essential to do your own research before considering an investment. Ensure you make your own decisions and do not let FOMO drive your trades.
Swarm
Swarm has performed the best in percentage gains, primarily due to the following:
SNAI (+140%) was accepted into the Nvidia Inception Program (a program designed for startups)
SWARMS (+44%) and SPORE (+48%) also saw increases following the success of SNAI
App Store
The only player in this category is alchemistAIapp:
The v3 plan is set to be publicly released this week
v3 introduces a modernized design and a new engine that can generate multiple outputs and logically chain them together
Recently applied for the NVIDIA Inception program
Dev Tools
ACOLYT (+57%): Showcased the Signal Framework, which enables agents to perform adaptive learning and achieve goal-driven optimization
GRPH (+53%): Provides agent personality and memory frameworks, with built-in video and voice infrastructure
Other notable gainers - TETSUO, SOLENG, JAIL
Launchpad
MATES (+54%): The 'Mates Show' has attracted decent engagement by extracting background information from the latest news and events and converting it into a multi-agent talk show
VVAIFU (+44%): Preparing to launch the DeFAI 0ngrid product
Investment DAO
Second only to DeFAI, this is the largest industry:
VADER (+53%): One of the most active DAOs, excelling in initiatives and strategic investments
SEKOIA (+37%): Undergoing a brand refresh, Sekoia has experienced the smallest drawdown among all DAOs
Other notable gainers - WAI, AIXCB, AICC
DeFAI / Abstract Layer
GRIFFAIN (+71%): New features allow users to execute based on insights from mobyagent and cookiedotfun
ANON (+33%): Announced the beta version in collaboration with Gemma (research agent), and all DeFAI functionalities are now live
Other notable gainers - BUZZ, NEUR, HTERM
DeFAI / Trading Agents
PPCOIN (+44%): Announced the launch of "Bottom Blaster," a tool that analyzes tokens and optimal buy times, and executes trades
TONY (+24%): Announced a collaboration with irys_xyz to launch a chain-based memory layer supporting Cod3x agents, and introduced reinforcement learning
Other Notable Agents / Ecosystems
MOBY (+50%): A research agent focused on whale insights, with top-tier market attention
ARC (+17%): Second only to ai16zdao in adoption, and the official partner of Solana
COOKIE (+31%): The #1 data layer, which will provide more insights with the launch of DataSwarm
PIPPIN (+28%): Fastest growing GitHub stars, currently at 463 stars
AI16Z (+14%): Nearly 14k stars, gaining adoption from institutions like Consensys, @okx, @archwayHQ
VIRTUAL (+8%): Recently listed on Upbit, expanding to Solana, and progressing with Coinbase hackathon and decentralized quantitative easing / fiscal policy
We see clearer integration between industries, with market leaders continuously launching new products, although price volatility remains. DeFAI continues to lead, with top frameworks gaining more adoption. Ensure to focus on the true builders, support the winners, and do not chase short-term hype.
