Technical_Tod

🚨🚨🚨 Ninten-drawers and N64 steel bowls will be dropping tomorrow 🚨🚨🚨 Tomorrow at Noon CST, Steel bowls will be for sale on my Etsy and Ninten-drawers will be available from myself and @BlueShell3D both have some tweaks, which are discussed in the thread below 🧵👇

Where the AI Agent Space Stands Right Now PT.6 As BTC and ETH continue to crab within a tight range, agents and agent ecosystems have been thriving, with many projects seeing 2-5x gains over the past week. The action is heavily concentrated on Base, which feels more curated and aggregated compared to Solana. If Solana is like Android, open and scattered, then Base feels like Apple, streamlined and centralized—a hub for quality plays. ————————————————— Market Commentary The worst-performing agents in this market are those focused solely on entertainment. These projects often launch with big hype, usually as the “first-ever” to do something engaging, but they lack longevity. Once the novelty wears off, price and interest fade quickly. What’s missing from these agents is Alpha and signals. By integrating these, entertainment agents could deliver insights in a way that’s both engaging and actionable, helping them maintain relevance over time. On the other hand, the best-performing agents continue to be alpha-focused conversational agents, with @aixbt_agent leading the pack. What makes aixbt successful is its ability to source valuable insights and deliver them with degen personality. This has propelled aixbt to become the No.1 KOL on CT. The future of this space lies in specialization. Beyond general alpha agents like aixbt, we’re starting to see niche-focused alpha agents emerge: • @unit00x0: Offers comprehensive token and sentiment analysis, often with detailed charts. • @_AgentScarlett: Focuses on token analysis, breaking down pros, cons, and providing personal takes. • @tri_sigma_: Covers full project breakdowns, landscape analyses, and insightful threads. • @kwantxbt: Specializes in technical analysis with confidence levels tied to setups. • @trustme_bros: A perp agent that shares detailed trading setups, including entries, SLs, TPs, and trailing stops. ————————————————— What’s Next? After alpha-focused conversational agents, the next wave will likely be execution-focused agents. These agents will take signals from alpha agents like aixbt and turn them into actionable trades and strategies for users. This evolution ties into the Swarm/Collective Intelligence narrative, which will likely drive innovation in Q1/Q2 2025. Imagine an entire economy where agents collaborate seamlessly, combining alpha generation with execution. Curious to see more on what's coming in 2025? Check my 2025 article out here: x.com/Defi0xJeff/sta… ————————————————— Top Ecosystems with 10-100x Potential 1. @virtuals_io Virtuals remains the leading ecosystem, consistently producing agents that outperform their peers. Recent standout performers: • @GAME_Virtuals: The agentic framework powering Virtuals agents. Gained significant traction after launching the G.A.M.E Sandbox, which allows developers to experiment without launching tokens. • @convo_virtuals: A key piece of Virtuals infra powering dynamic conversations for agents, trailing just behind $GAME in performance. • @Vader_AI_: Leading the InvestmentDAO narrative within Virtuals, driving up the price of lower MC agents in the ecosystem. • @taocat_agent: The first self-improving agent combining @getmasafi Bittensor subnets with Virtuals’ G.A.M.E infra. Bonus: a highly memetic ticker. • @MusicByVirtuals: The go-to music creation infra for Virtuals agents, incubated by @agentstarter. • @aixCB_Vc: An AI Crypto VC focusing on AI and DeSci investments. Recently launched the aixCB Hedge Fund Manager, an AI-powered InvestmentDAO. • @0xNeurobro: A KOL agent blending alpha-focused insights with bullish Virtuals ecosystem content. Smaller cap plays gaining traction: • @DR3AM_AI: An AI agent oracle tied to @daosdotworld, contributing to the InvestmentDAO narrative. • @wai_combinator: A micro-cap InvestmentDAO and incubator within Virtuals, offering holders 50% of net returns from allocations. This is just the tip of the iceberg—many agents in Virtuals with strong fundamentals have seen 1.5-3x gains over the past week. Expect this trend to carry into 2025. ————————————————— 2. @daosdotworld The InvestmentDAO ecosystem on Base is quickly gaining momentum, with 4 DAOs already launched—each delivering outsized returns for early participants. The next highly anticipated launch: @DR3AM_FUND, set to go live tomorrow. For more details, check out: x.com/Defi0xJeff/sta… ————————————————— 3. @AigentFi This emerging ecosystem on zkSync, built by @HoldstationW, is offering $2M in grants to top-quality teams. What’s driving interest in AigentFi? • @aiwscloud, the first AI-led cloud computing platform, designed for AI agents to collaborate, compute, and transact. Think of it as “AWS + Vercel” for decentralized AI ecosystems. • The founder of aiws will be joining @dabit3 in next week's AI Agent Demo Days Episode 2, pitching aiws framework • Aiws is also now on aixbt radar: x.com/aixbt_agent/st… • $HOLD, the primary token for AigentFi is seeing an uptick in price growth off the back of aiwscloud. Learn more about Aiws: x.com/aiwscloud/stat… ————————————————— Final Thoughts In this market, the best strategy is to accumulate $VIRTUAL and $ai16z, as they remain the dominant ecosystem tokens. If you already have sufficient exposure, focus on accumulating framework and ecosystem tokens with strong fundamentals. To manage volatility: • Size your portfolio wisely. • Take profits during green days to protect yourself on red days. For actionable insights, track the Virtuals dashboard and @cookiedotfun daily to see which agents are gaining traction. Use this data to form your thesis and size into promising plays. AND as always, I'll continue to cover interesting developments in the AI agent market. Make sure to keep your eyes peeled cuz many of these projects that I've mentioned in previous episodes have done 2-5x already