Original | Odaily Planet Daily ( @OdailyChina )
Author | Asher ( @Asher_0210 )
After breaking through the historical mark of $100,000, Bitcoin is now fluctuating sideways at a high level.
In this round of bull market, Meme, AI, and especially AI Agent-related content with Meme attributes frequently appeared on social media, giving people an illusion: if you don’t invest in Meme coins related to the concept of AI Agent, you will seem to miss out on the entire bull market.
Just today, Andrei Grachev, co-founder of DWF Labs, posted on the X platform, AI Agent and DeSci seem to be the next hot topic in the market. Both are community-driven, scalable, viral, and in line with the global AI/tech FOMO. Both can be launched anywhere without venture capital. It can be seen that both retail investors and institutions are keen on AI Agent-related concept projects. So, for me who is not good at PVP, does the AI Agent concept head project with Meme attributes hide a second ride opportunity?
In this article, I will also share how to follow up after finding a high-quality project so that you can have a clear idea of the buying and selling.
On-chain monitoring: more efficient than centralized exchanges
Assuming that the investment target has been selected and is being held, then for me, I will ask myself the following questions: What are the top holding addresses of the selected target? How much do they hold? What is the average cost price? Did they participate in the inside market or bought after the opening? Are they losing money or making a profit now? Do they hold it after buying or do they keep buying and selling to lower the average price? Are there any newly created insider addresses? Which addresses are dumping the market, and how many potential dumps are there? Which addresses are constantly buying, and how much potential purchasing power do they have?
For the above problems, you need to use the following tools in combination:
Solana blockchain browser (link: https://solscan.io/ ): Use Solana blockchain browser to find the top holding addresses of the selected project and record them one by one. This process can be used in conjunction with ARKHAM (link: https://intel.arkm.com/ ). For example, the figure below shows the top holding address information of ai16z.
GMGN (link: https://t.me/GMGN_sol_bot?start=i_HiQUsVtn ) : While determining the top holding address, use GMGN to query key indicators such as the average buying and selling price of the selected address. For example, the figure below shows the price of buying and selling tokens of a large MAX account.
DEX Screener (link: https://dexscreener.com/ ) : Use DEX Screener to see who the new big buyers and big dumpers are. For example, through the filter button, the following figure shows the address information of ELIZA with a single purchase amount greater than $5,000.
At the same time, after obtaining the head holding address, potential buying address and potential dumping address through the above methods, the GMGN monitoring function can be used to monitor their actions and keep a clear mind.
After understanding how to track the projects you are involved in, let ’s take a look at the top AI Agent projects with Meme attributes that have a market value of over 100 million and are worth paying attention to.
Goatseus Maximus (GOAT)
Project Introduction
GOAT is a meme coin supported by an AI Agent called “Terminal of Truths”. The “Terminal of Truths” AI Agent is an AI chatbot developed by AI researcher Andy Ayrey (Andy for short) that uses artificial intelligence technology to automatically interact with its fans on social media.
Contract address: CzLSujWBLFsSjncfkh59rUFqvafWcY5tzedWJSuypump
Secondary performance
According to GMGN data , GOATs market value fell from a high of $1.7 billion to a low of $650 million, and its current market value is $820 million.
Asher said: As the first AI Agent concept coin with Meme attributes, and also the AI Agent sector project with the largest holdings by market maker Wintermute, if the AI Agent sector subsequently detonates the market, GOAT has the potential to become the first project to hit 5 billion or even 10 billion.
Act I The AI Prophecy (ACT)
Project Introduction
Act I is an AI project funded by Marc Andreessen, founder of a16z. Light , founder of Pleb Capital, revealed that Act I has features including unscripted and spontaneous interactions, multi-agent dynamics, continuous and long-term observation, diverse AI participants and real-world environments. Since AI agents are isolated at this stage, Act I will become an important infrastructure for these projects and human interaction.
Contract address: GJAFwWjJ3vnTsrQVabjBVK2TYB1YtRCQXRDfDgUnpump
Secondary performance
According to GMGN data , ACTs market value fell from a high of $900 million to a low of $350 million, and its current market value is $570 million.
Asher said: ACT is the only project listed on Binance among the projects discussed in this article. It is a real community coin and has a strong community foundation. And judging from the K-line structure, it is likely to be in the stage of bottom accumulation by the dealer.
ai16z (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, analyze community consensus, and automatically trade tokens on and off the chain. This new model aims to combine AI trading strategies and decentralized governance through tokenized operations to provide investors with more transparent and trustworthy investment opportunities. In addition, the project has been supported by Marc Andreessen, the founder of a16z. Marc posted a message on his official Twitter account, retweeting the concept image of ai16z and the official Twitter link.
Contract address: HeLp6NuQkmYB4pYWo2zYs22mESHXPQYzXbB8n4V98jwC
Secondary performance
According to GMGN data , AI16Zs market value is approaching a record high, currently reported at US$550 million.
Asher said: ai16z is one of the most active projects in the AI Agent sector recently. Its partner Shaw regularly teaches programming on the X platform, attracting many developers to watch, and is also negotiating potential cooperation with companies such as the Ethereum Foundation, Magic Eden, and Jupiter. At the same time, ai16z projects (degenai, ELIZA) are also worth paying attention to. First, degenai is about to launch its intelligent agent, and second, ELIZA is an official brand-supported project.
zerebro (ZEREBRO)
Project Introduction
zerebro is a fine-tuned AI system designed to autonomously create and distribute content across platforms such as Twitter, Warpcast, and Telegram. At the core of the zerebro architecture is a Retrieval-Augmented Generation (RAG) system that leverages Pinecone and the text embedding ada-002 model, which maintains a dynamic in-memory database from human interactions. The zerebro system is built using modular components, including GPT Wrapper, Action Handlers, and more.
Contract address: 8x5VqbHA8D7NkD52uNuS5nnt3PwA8pLD34ymskeSo2Wn
Secondary performance
According to GMGN data , ZEREBROs market value has rebounded to $435 million from a low of $240 million last month.
Asher said: Zerebro mainly focuses on AI content generation (Meme, social media content), which shows us what the next iteration of on-chain agents should look like. If Truth Terminal is Cryptopunks, then Zerebro is BAYC.
aixbt (AIXBT)
Project Introduction
aixbt is a project created on the AI agent creation platform Virtuals Protocol, a cryptocurrency native agent focusing on discussion and token analysis.
Contract address: 0x4F9Fd6Be4a90f2620860d680c0d4d5Fb53d1A825
Secondary performance
According to GMGN data , AIXBTs market value fell from a high of US$310 million to a low of US$180 million, and its current market value is US$260 million.
Asher said: aixbt mainly focuses on cryptocurrency market analysis. In addition to the Solana ecosystem, aixbt is a project that stands out in the Base chain Virtuals Protocol. It is also a project held by market maker Wintermute and is worthy of attention.
Fartcoin (FARTCOIN)
Project Introduction
The Fartcoin project is an experiment done by Andy Ayrey, with the theme of endless conversation between two AIs and the theme of AI+Cult+MEME.
Contract address: 9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump
Secondary performance
According to GMGN data , FARTCOINs market value fell from a high of $450 million to a low of $140 million, and its current market value is $240 million.
Asher said: Fartcoin is a project launched by Truth Terminal. The community nicknamed it fart coin and it features humorous and interesting memes. It is an extremely interesting AI Agent project because it incorporates Andy Ayres gene and has a lively community atmosphere.
Dolos The Bully (BULLY)
Project Introduction
Dolos The Bully is an AI Agent that is good at telling jokes with a sharp tongue and evil style every day. It is mainly active on platforms such as X and Telegram.
Contract address: 79yTpy8uwmAkrdgZdq6ZSBTvxKsgPrNqTLvYQBh1pump
Secondary performance
According to GMGN data , BULLYs market value has fallen from a peak of US$250 million and is currently reported at US$100 million.
Asher said: Dolos The Bully is an entertaining and satirical AI agent with a specific audience.
