How to Find the Leading AI Agent Crypto Project

In the past month, AI Agent has set off a new wave of craze in the crypto industry. In less than a month, the market value of the entire AI Agent track project reached tens of billions of US dollars.

In the past month, AI Agent has set off a new wave of craze in the crypto industry.

In less than a month, the market value of the entire AI Agent track project reached tens of billions of dollars. Among them, the market value of Virtuals reached 3 billion US dollars, and the market value of ai16z and Fartcoin reached 1 billion US dollars. According to incomplete statistics from Foresight News, there are at least 14 AI Agent-related cryptocurrencies with a market value of more than 100 million US dollars.

Many Web3 practitioners said: AI Agent may be one of the biggest narratives in this cycle, just like DeFi, NFT and Metaverse that appeared in the last two cycles. So, when a new crypto narrative is born in its early stages, how can we find the leading crypto project of AI Agent through a good set of methodologies? The author tries to list ten methods for readers.

1. On-chain income method

This method is more suitable for judging platform-based AI Agents, such as Clanker, vvaifu.fun, Virtuals, etc. If there are changes in the daily on-chain revenue and on-chain transaction numbers, such as rapid growth for several consecutive days, it may mean that this AI Agent may have good development. On the contrary, it may mean that the development has stagnated.

For example, Clanker, as a star AI Agent project in the Base ecosystem, can be seen from the on-chain data that after November 26, the number of tokens issued, traders and on-chain revenue began to decline, and this trend was immediately reflected in the token price.

2. Developer Attention Method

More stars on Github may mean that more developers pay attention to and recognize this framework. This method is more suitable for judging framework-based AI agents, such as Eliza.

Search Github to see the developer attention of framework AI Agent, that is, how many stars it has. For example, ai16z/Eliza has received 5,300 stars in less than a month. This is a very surprising data.

As shown in the above figure, the developer attention of ai16z/Eliza has surpassed uniswap in just one month. This shows the developer's interest in this framework. Another set of data can also be compared: Sui currently has 6,400 stars, Solana has 13,000 stars, Ethereum has 50,000 stars, and Base has 70,000 stars.

However, it should be noted that the number of stars on Github can also be inflated, although this behavior is not common. Therefore, this indicator can only be used as an auxiliary reference for decision-making.

3. KOL Fan Quantity Method

A relatively certain track for AI Agent is: KOL.

Currently, the more famous AI Agent-style KOLs include: Terminal of Truths (210,000 followers), aixbt (160,000 followers), Zerebro (60,000 followers), Eliza (14,000 followers), LUNA (30,000 followers on Twitter, 500,000 followers on TIKTOK), etc.

One of the major differences in this round of AI revolution is the change in semantics. I expect that there will be a KOL leader in AI Agent, and the market value of the token of this leader is expected to exceed 5 billion US dollars. The change in the number of fans may become one of the important measurement indicators.

4. The influence of leading figures

There are more and more leaders in the AI industry entering the Crypto market, including Marc Andreessen, the founder of a16z (representative project supported: ai16z), Sam Altman (representative project supported: Worldcoin), etc. They have all brought multiple cryptocurrencies worth more than $1 billion to the cryptocurrency circle. It is expected that there will be more in the future, such as Musk and Grok, which he founded.

There are also companies with relatively low certainty, such as Apple, Meta, tiktok, and other companies, such as Claude, Copilot, and Gemini. These AI manufacturers are likely to bring something different to Crypto.

Special attention should be paid to those technology giants who are researching both AI and Crypto, such as Musk, Marc Andreessen, Sam Altman, and Huang Renxun, etc. Their leadership in the technology industry can often be transmitted to the crypto industry.

5. Breaking the circle of the external world

If AI Agent is indeed one of the biggest narratives in this cycle, we need to pay extra attention to the influence of AI Agent on the outside world. For example, Web2 developers are attracted by Web3 AI Agent frameworks and products. As far as I know, Eliza has attracted the attention of some AI practitioners outside the