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Since the Trump couple launched their coin, Altcoins have been continuously bled, and even the originally hottest AI Agent sector on the chain has not been spared. Whether it is the AI Agent projects that have already been listed on the Binance contract, such as FARTCOIN, ZEREBRO, and Swarms, or the projects that have not yet been launched but have a high community heat, their token prices have been continuously declining, and many tokens have even fallen by more than 90% from their highest point. This situation has led to a depressed community sentiment, and many believe that the bubble in the AI Agent sector has burst and is no longer worth continuing to focus on and research.
But in the process of Bitcoin's price plummeting to around $91,000 and then rebounding quickly in the past few days, the rebound of the AI Agent sector has been particularly significant. In this round of plunge, Swarms fell to a low of $0.035 and then rebounded to around $0.07 on the same day, with a maximum rebound of nearly 100%; FARTCOIN fell to a low of $0.489 and then rebounded to $0.888 on the same day, with a maximum rebound of over 80%; VVAIFU fell to a low of $0.0094 and then rebounded to around $0.02 on the same day, with a maximum rebound of nearly 112%.
Therefore, on the one hand, AI Agent has attracted a large amount of attention and capital due to its innovative applications in the fields of automated trading and intelligent analysis. However, with the rapid cooling of the market, the AI Agent sector has also experienced a violent washout period. Although the community atmosphere is cold, the projects that are still iterating at this stage may have the opportunity to reach their previous highs again in the long run; on the other hand, even if one is not optimistic about the long-term prospects of the AI Agent sector, the "wave traders" are also worth paying attention to this sector. From the data perspective, when the market plummets, buying popular AI Agent projects at low prices and waiting for the "oversold rebound" can also bring good returns.
Next, Odaily will take you to review the AI Agent projects in the Solana ecosystem that are still worth paying attention to after experiencing this round of deep washout.
FARTCOIN
Project Introduction:
FARTCOIN was born from the same source as GOAT, both coming from the artificial agent model "terminal of truths". In the dialogue process, Opus tutor asked "terminal of truths" to design a token with "both shocking Meme attributes, practical uses, and community building value", and the answer given by "terminal of truths" was fartcoin. This absurd and humorous "fart" joke has become the core tone of this Meme. Some people think the concept of FARTCOIN is straightforward and interesting, while others see it as a symbol of financial nihilism, and still others call it the first sovereign token conceived by AI, or a rebellion and satire against traditional finance.
(Contract Address: 9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump)
Reasons for Attention:
FARTCOIN, which combines the concepts of AI Agent and Meme, is worth paying attention to. As the leader of the AI Meme sector, FARTCOIN's market value even exceeds most of the AI Agent framework projects, which shows the consensus brought by its Meme attributes. On-chain data shows that since February 2nd, there have been several whales buying the dips of FARTCOIN:
- Whale 1: On February 2nd, spent 14,779 JITOSOL (worth about $3.66 million) to buy 5.5 million FARTCOIN, and currently holds 8.39 million FARTCOIN, worth about $5.52 million;
- Whale 2: On February 2nd, spent 2.43 million USDC to buy 2.84 million FARTCOIN;
- Whale 3: Today (February 5th), spent $2 million USDC to buy 3.1 million FARTCOIN at an average price of $0.67.
In addition, GOAT, which sparked the AI Agent craze, is also worth paying attention to. Previously, Truth Terminal founder Andy Ayrey wrote that "by early 2025, we will have established a foundation to hold all IP and wallets related to Truth Terminal. The foundation's mission is to protect Truth Terminal from interference and give it space to grow and develop. It is also responsible for helping Truth Terminal achieve its goals, which currently require human assistance. This is a short-term solution intended to act as a 'guardian' or 'custodian' while we do better work. The ultimate goal is to make Truth Terminal a sovereign, independent entity, beholden to no one's expectations but its own." Scaling technology is a dead end, building infrastructure is the future.
ai16z
Project Introduction:
ai16z is a decentralized AI trading fund based on the Solana blockchain. As an "AI Investment DAO", the core of ai16z is to use AI agents to obtain market information on-chain and off-chain, analyze community consensus, and automatically conduct token trading. This new model aims to combine tokenized operation, AI trading strategies, and decentralized governance to provide investors with more transparent and trustworthy investment opportunities. Moreover, the project has the "endorsement" of a16z founder Marc Andreessen, who posted the concept image and official Twitter link of ai16z on his Official Twitter.
(Contract Address: HeLp6NuQkmYB4pYWo2zYs22mESHXPQYzXbB8n4V98jwC)
Reasons for Attention:
The AI Agent framework class leader is still worth paying attention to. As the largest market cap AI Agent framework project in the Solana ecosystem, ai16z is still worth looking forward to the launch of its Launchpad in the first quarter, which will empower the ai16z token. In addition, ai16z co-founder Shaw previously posted on X that in order to move to the next stage, a comprehensive brand rebranding plan will be implemented, and the project will be renamed ElizaOS, while the token name ai16z will temporarily remain unchanged until the DAO voting module is launched, and the community will vote on future changes.
Shaw emphasized that no new tokens will be created, and the official tokens will only be ai16z and degenai.
arc
Project Introduction:
The arc token is based on the RIG framework, which uses the Rust language to build portable, modular, and lightweight AI Agents. arc has quickly gained market trust, mainly due to the support of a professional team, and the RIG framework itself is also highly regarded in the Rust ecosystem, especially in the development of large-scale language models (LLMs), representing a high delivery capability, effectively reducing the risk of rug pulls. In addition, Solana also uses the Rust language for smart contract writing, which opens up more space for the application of the RIG framework in the Solana ecosystem.
(Contract Address: 61V8vBaqAGMpgDQi4JcAwo1dmBGHsyhzodcPqnEVpump)
Reasons for Attention:
arc is the most resilient AI Agent project among those listed on the Binance contract, and there are continuous whales buying the dips. On-chain data shows that the second-largest arc address again spent $1.495 million to increase its holdings of arc on February 4th, and currently holds 17.2 million arc, with a cumulative unrealized loss of $1.02 million. It is reported that this address has been building a position since December 26 last year, divided into three batches of token purchases, with an average cost of $0.3153 (current price $0.267).
Swarms
Project Introduction:
Swarms is a multi-agent AI framework that aims to integrate and manage multiple AI agents for enterprise-level applications, with the goal of automating and optimizing various business processes. The core founder of the project, Kye Gomez, is known as a "child prodigy" in the field of artificial intelligence. Although he dropped out of high school, he developed a multi-agent coordination framework Swarms in just three years and successfully ran 45 million AI agents.
(Contract Address: 74SBV4zDXxTRgv1pEMoECskKBkZHc2yGPnc7GYVepump)
Reasons for Attention:On February 1, Swarms posted on platform X stating that the team only holds 2% of the total tokens, making the tokens easily manipulated by "malicious token holders and exchanges that are not truly interested in our mission." Therefore, Swarms has put forward a proposal, hoping to increase the team's token holdings to 10% by establishing a DAO, where token holders can invest tokens and receive staking rewards, governance rights, and priority product experience rights. Although the proposal has many ambiguities, it can be seen that the team intends to drive the price of Swarms upwards. Moreover, in the recent "oversold rebound," Swarms is one of the AI Agent framework projects with the largest rebound.
ALCH
Project Introduction:
ALCH is a no-code AI Agent Launchpad platform suitable for "beginners." Users only need to provide a simple description to create software applications, and the platform allows users to create complex applications, including games and social platforms, through simple drag-and-drop operations. (Contract address: HNg5PYJmtqcmzXrv6S9zP1CDKk5BgDuyFBxbvNApump)
Reasons for Attention:
Among AI Agent projects, AI Agent Launchpad is undoubtedly one of the most promising directions. And among the many AI Agent Launchpad projects, ALCH has continued to update project dynamics even as the overall AI Agent sector has experienced a major correction, and plans to publicly release the V3 version this week. Meanwhile, the team has applied to join NVIDIA's Inception program.
Specifically, the V3 version brings a completely redesigned interface and a powerful new engine, significantly improving the quality of the generated output. For example, users can even quickly create a complete website with just one prompt. V3 is not just a routine iteration, but a core pillar of Alchemist AI's development. With the new platform and architecture, it can support continuous optimization without the need for frequent version resets. Currently, early access to the V3 version has been opened to whitelisted users.
Screenshot of V3 section testing by whitelisted users
