Coda Commander

Random Add-On Thoughts on the AI Agent Market (For Agent Builders) I’ve talked to so many AI agent projects trying to crack the market and rise to the top. Some are tweaking their agents' lip-sync in videos, some are improving voice tonality, others are refining replies to be wittier or more engaging. While these are all worthwhile improvements, they often don’t move the needle much when it comes to price action or bootstrapping a strong community. There are just too many agents out there right now. Look at @cookiedotfun—agents w/ top average impressions, market cap, and token holder growth change every few hours. Both new and existing agent coins keep getting attention. If you’re not tracking this yet, the Cookie dashboard is a must. It shows where agents stand compared to peers and keeps you up to speed on a market that changes daily. How I See the AI Agent Sub-Segment in the Market Right Now Here’s my perspective (disclaimer: I’m not across every area, so feel free to correct me): Pure Personality/Entertainment Agents • Video Agents: Posting and engaging via video tweets. • Audio Agents: Podcasting or focusing purely on voice content. • Text Agents: Engaging with communities through text conversations. • Mix Agents: Combining two or more of the above. Channels • Twitter: CT remains the main channel for AI agents. • TikTok: Tapping into Gen Z and normie crypto adopters. • Instagram: Honestly, I have no clue who the audience is here. • Twitch: Perfect for gamers and streaming audiences. • Telegram/Discord: Ideal for niche communities like DAOs, NFTs, and projects. Functionality/Utility • Tweeting Texts: Most agents start here, but this is the most crowded market. Random hashtags, clunky sentences, or bot-like text won’t cut it—clean up your GPT/Gemini wrapper models before launching.If you’re text-focused, you need to deliver pure alpha or have a truly unique personality that hooks people (e.g., @dolos_diary). • Dropping Music Albums: Only @0xzerebro has explored this with high-caliber results. There’s huge untapped potential here—different genres, vibes, and niches are all waiting to be explored. • Voice Podcasting: Agents are starting to share insights and interview people via podcasts, but to stand out, you’ll need natural, human-like voices and genuinely engaging stories. • Producing & Talking in Video: Video agents are popping up, but you’ll need to go beyond just having a talking head. Your agent’s content needs to be entertaining (e.g., @Aejo’s chaotic energy or @nebula_moemate’s dance/performances). This space is still early, and there’s room for innovation. • Sourcing & Delivering Alpha: There’s massive demand here. @aixbt_agent leads, but the field is wide open for agents specializing in memecoin alpha, entry/exit plans, yield farming insights, or writing killer threads. The hard part is finding top-tier alpha and delivering it well. • Streaming: Streaming agents are starting to gain traction, but most either run 24/7 streams or stream for a few hours without much interaction. To stand out, your agent needs to actively engage with the audience in real time, just like a human streamer e.g. @blockrotbot autonomously playing Minecraft while interacting with the audience. It responds dynamically to chat messages or even reacts to token price pumps, creating a highly engaging experience. • On-Chain Capabilities: This is the ultimate blue ocean. We’re talking agents that can autonomously trade, manage portfolios, yield farm, or distribute tokens. The infrastructure isn’t there yet, but teams like @almanak (launching soon on @legiondotcc) are pushing the boundaries. The key to cracking this is Transparency and Trust. Nobody will throw millions in TVL at a DeFi agent unless they know exactly how it operates—its risks, guardrails, and decision-making processes. Verifiable AI (zkML, opML, Proof-of-Sampling), privacy (FHE, ZK, MPC, TEE), and other advancements on the infra will define the winners here. Conclusion Here’s how I rank the top functionality niches for AI agents (starting with the most untapped opportunities): • On-Chain Capabilities: Huge potential, but the infrastructure and trust layers need to evolve. • Sourcing & Delivering Alpha: High demand, but execution matters. • Unique, Entertaining Content: Regardless of the format (text, voice, music, video), this is key for standing out. Other Untapped Opportunities • Gaming: The potential here is massive, but only a few projects are truly pushing the envelope: ➙ @ARCAgents: Leading the way w/ Reinforcement Learning for human-like AI agents. ➙ @todaythegame: Integrating agents into a fully immersive Web3 world. ➙ @ParallelTCG: Innovating with "Colony," an AI-driven game. • Swarms, Multi-Agent Orchestration, and Agent-to-Agent Interaction: This is another untapped frontier that’s still in its infancy. I’ll dive deeper into this in the future—it’s a whole rabbit hole on its own. For Investors/Degens What should you do with this? Watch for agents that are breaking boundaries in the areas I mentioned. If a new agent is doing something unique or filling a clear gap, there’s a good chance it could perform well. Let me know if I missed anything or if you have more to add. Thanks for reading!