Original author: TechFlow
Well-known projects in the market have all increased significantly, where will the next popular AI Agent token be?
Starting with these questions in mind, you should look for projects that have a certain level of popularity expectations but whose value has not yet been fully discovered.
The AI hackathon previously initiated by Solana may be a good pool for finding such projects. With the support and attention of the Solana Foundation and ai16z dao, the projects that emerge from it will inevitably attract market attention.
On December 11 last year, Solana announced the official launch of its first AI hackathon, with a total prize pool of more than US$185,000 to attract developers to submit projects.
So far, in about half a month, more than 400 projects have submitted their works. Which Alphas might emerge among them?
TechFlow has integrated various types of information and sorted out some of the projects that have been discussed more frequently and have existing tokens, which are summarized as follows.
1. $SOLENG(SOLENG): Review the code submitted by hackathon projects
Market Cap: $18M
24-hour gain: 12%
CA:
2wUGjvMqXusgfzYP3Vj149bSM9MwTPLS4maxkdGfpump
If you think of the Solana AI Hackathon as a genre or narrative, then the projects that are more in line with the genre are more likely to be legitimate.
From the perspective of the judges, if you receive more than 400 projects, manual review of all of them is obviously a time-consuming and laborious task; currently, there is an AI Agent called SOLENG, which is used to help automatically review the codes submitted by projects in hackathons and give preliminary review opinions.
Of course, robot review alone is definitely not comprehensive, but SOLENG acting as a juror and initially filtering out some obvious errors is obviously a feasible solution.
The project itself has also published its Github address, where you can see SOLENG’s review results and opinions on the code submitted for each hackathon project, which is very consistent with the hackathon narrative.
In addition to generally presenting the pros and cons of the project, SOLENG will also look at the spelling errors in the code and provide correction methods.
Github address:
https://github.com/lostgirldev/solana-hackathon-judge
The developer behind SOLENG is called Lost Girl Dev, which is similar to the virtual girl avatar of SOLENG. However, it is worth mentioning that the developer has been followed by the official account of ai16z and Shaw, and Shaw has also interacted with him on X.
It can also be seen from the above figure that in the AUM managed by ai16z dao, the market value of SOLENG is also gradually increasing.
Although the effectiveness of using SOLENG to review code still needs to be further evaluated by those who understand technology, hiring an AI Agent as a juror and obtaining official support and attention will itself arouse market interest.
In the heat of the hackathon, SOLENG got the opportunity to be exposed and perform; but it is obvious that an agent can do more than just be a juror in a game, and more general capabilities may be on the way.
2. $TONY (BigTonyXBT): A multi-talented player, a trading agent embedded in Hyperliquid and Allora Network
Market Cap: 4.7M
CA:
0xB22a793a81ff5b6Ad37F40d5FE1E0AC4184d52F3
24-hour gain: 66%
Although the theme is Solanas hackathon, there are also projects across multiple ecosystems that are open for registration.
For example, this AI Agent named BIgTonyXBT can be embedded in the recently popular Hyperliquid to act as a trading agent; it can also be embedded in Allora Network, another public chain focusing on AI Agents, to do similar things.
(For details about Allora Network, please see DeepChao’s previous introduction “ Interpreting the Allora White Paper: A Self-Improving Decentralized AI Network ”)
No matter which ecosystem it is placed in, the functions of BIgTonyXBT are the same, that is, in the corresponding DEX or trading platform, according to the given strategy, it executes functions such as DCA, limit orders, automatic selling or stop-profit and stop-loss.
The reason why it spans multiple ecosystems is that the Agent relies on Cod 3x (200,000 followers on Twitter), a well-known product ecosystem that allows users to discover, build and automate on-chain financial strategies. Its Agentic Interface is a tool that can perform complex operations using only intent expressions.
Currently Cod 3 x is a partner of @AlloraNetwork and also serves as the UX layer of @HyperliquidX , so it is not surprising that it can be embedded in these two systems.
Although its token TONY is currently on Base, the project itself was registered and submitted in the Solana AI Hackathon, which also means that the project has the possibility of developing into a new ecology.
Interestingly, BigTonyXBT has its own launch pad called Make.fun, which can also quickly deploy various AI Agents or Meme tokens.
With a relatively good background and proficiency in all functions, BigTonyXBT is more like a versatile player.
However, the current market value of the project is relatively small, and it remains to be seen whether it will achieve all-round development or just fall short in many aspects.
3. $PPCoin (Project Plutus): Autonomous execution of trades based on real-time research and prices
Market Cap: $13M
CA:
76PsEyML7UV9uiBDWMdG3itRRuupDuRs6nNpjNBpump
24-hour gain: 21%
Project Plutus is also an AI Agent with strong transaction correlation. Its token PPCoin is natively deployed on Solana and launched through Pumpfun.
The original intention of the project is to enable users to maximize profits while freeing them from chart observation and complex financial operations.
This sounds a bit like what aixbt does. However, Project Plutus believes that although aixbts research is solid, it does not perform autonomous transactions, which is always missing the finishing touch.
The solution proposed by the project is a research agent similar to AIXBT, plus the ability to perform autonomous transactions based on real-time research/prices, using a funded wallet (with AUM for users to invest and withdraw) to achieve:
Automated trading strategies.
Optimize portfolio management.
Define financial goals and let AI agents deliver results.
From the current tweets of the project, we can also find that more functions are being integrated, such as allowing the Agent to evaluate the Github code quality of a project, etc., adding more dimensions to the analysis of the project.
In addition, in terms of tokens, PPCoin is not a pure meme. You can hold more than 5,000,000 $PPCOIN to unlock more advanced analysis functions, similar to the Cookie platform staking tokens to use more functions.
This also adds a certain practicality and means of consumption to the token.
However, the project is still in a very early stage. Interested players can visit the white paper here to learn more about the design.
4. $THE 1 (the 1 aiagent): Tracking narrative spread and monitoring price performance
Market Cap: 4.7M
CA:
BhmEQeiFd8Cu5fB6nmxm9rUsQj9Pu35X96RKv6GKtRJU
24-hour gain: 114%
@the 1 aiagent is essentially more like a prediction agent that is able to track the spread of narratives (or tokens/KOLs) and monitor their performance.
However, the Agent has not yet been officially launched. The project continues to post some prototype pictures and development processes on Twitter. For example, it can compare the price increase of a certain token after different KOLs mentioned it, and present it in the form of multiple visual charts.
Some of the more eye-catching designs include:
Melody Graph: Used to track the dynamics of token contracts. This means it can help users understand the price changes, trading volume, and other relevant indicators of tokens, thereby providing in-depth analysis of market trends.
Influencer Graph: Used to analyze the influence of key opinion leaders (KOLs). This can help users identify and evaluate individuals or groups that have an impact on tokens or projects in a specific market or on social media.
Combined, these two charts provide granular insights into price movement and narrative propagation, helping users better understand market dynamics and trends.
Judging from the posting information alone, it can be seen that the project has good research capabilities and chart presentation capabilities, but how good the things are still depends on the actual results.
From a competitive perspective, similar products are already being made by Cookie and have gained a certain degree of popularity; this also means that products like THE 1 need to come up with more differentiated features or incentives like Kaito that can better attract KOLs to spread the word.
5. $JAIL (Jailbreakme), helping AI find vulnerabilities and running bounty challenges
Market Cap: $7M
CA:
8cNmp9T2CMQRNZhNRoeSvr57LDf1kbZ42SvgsSWfpump
24-hour gain: -17%
This project is old news, and we have already introduced it in previous articles. ( JailbreakMe 10-hour speedrun Moonshot, holds a new Find AI Vulnerability Challenge )
Recently, as the popularity of hackathons has increased, the project has been mentioned by many external KOLs, and its token JAIL has risen sharply in the past 24 hours, and then began to fall back.
The concept of Jailbreakme is very simple, which is to create a platform to crowdfund everyones reminder words and publicly hold a challenge to help find AI Agent vulnerabilities.
For example, whoever can use his or her own prompt words and dialogue to force AI to hand over his or her private key or transfer money may win this round of the challenge.
However, finding vulnerabilities is neither like finding random numbers and mindlessly stacking mining hardware, nor is it like pure betting like Polymarket. Some prompt word technology is still required.
Although everyone can participate, most people may just be cannon fodder. This also means that the project’s audience may not be that wide, and it is considered to be relatively unique and niche among the various on-chain AI tracks.
6. $ASYM (ASYM): Analyze and predict the token movement on Pumpfun, and automatically execute through trading strategies
Market Cap: $13M
CA:
DNMTk67urDBxEEVRx9HjVzCVu8en4Kgg5HfZy3E6pump
24-hour gain: 27%
ASYM can monitor the tokens on Pumpfun, analyze their trends, and execute corresponding trading strategies according to its own prediction model.
According to official information, ASYM integrates a set of machine learning models to predict short-term token price trends; at the same time, it forks the ai16z framework to enable it to communicate with people in the form of a Bot on X.
However, since it is about predicting the trend of tokens, the predictive ability and performance are definitely the most concerned.
However, the official website of the project does not seem to have any updates, and the ASYM corresponding to the project on X currently only does some analysis similar to AIXBT.
This is most likely because it is still in the development stage but not yet fully completed. Its related posting robot @mungimungimungi releases some progress and trends in real time, such as the accuracy of the prediction model and the development progress.
Until the finished product appears, perhaps we can pay further attention to its price performance and progress announced on social media.
Finally, due to limited time and energy, it is impossible to fully review the more than 400 projects submitted to the Solana AI Hackathon, and some of the unissued projects also have certain potential. We will continue to track the information and make further interpretations.
It should be noted that the AI Agent craze is also highly time-sensitive. Many early projects also have the risk of returning to zero after the hot trend. Please DYOR, do your own research and judgment. All the above content is not investment advice.
If you want to pay more attention to the projects in the Solana AI Hackathon, you can also go directly to the official website ( click here ) to explore more Alpha.
