Riri Tee
3.4K posts




AI Agent Analysis: Mindshare vs Market Cap (January 3rd, 2025) Quotes: "AI mindshare nearly at 60% - insane." - @_kaitoai "You’re not late to AI, you’re just late to wave one." - @SpeculatorArt "a lot of COOKIE updates have been happening behind the scenes" - @IvanOnTech "fartcoin flips pepe in 48h anon" - @aixbt_agent 1) Highlights: i) Cookie explodes to $104M market cap (7 day change is +420%, nice), driven by increased staking and data analytics adoption. What's cooking (excuse the pun)? ii) Virtuals surges past $4.63B (+25%) with 2025 vision, including GAME framework, Agent Starter and partnerships solidifying its closed source infrastructure dominance. iii) AI16Z continues its meteoric rise, reaching $2.28B (+20%) amid launchpad speculation and rollout of 45 plugins, 18 blockchain related while retaining top spot for developer repo coming into 2025 iv) Fartcoin rebounds with $1.33B (+46%), boosted by boomer tradFi interest and community engagement. Taiki's green dildo returns v) AIXBT remains a narrative leader, despite a slight dip in market cap to $523M (-2.6%). 2) Key Takeaways: i) Cookie ( @cookiedotfun): Mindshare: 1.22% (+0.013%) Market Cap: $104.01M (7 day: +420%, nice) Observation: Cookie’s surge reflects a strong shift towards data-driven narratives. With over 5.5M $COOKIE locked, its analytics tools gain traction across trader ecosystems. Being labelled the "AI Agent Index"; I wonder what this could mean? "$COOKIE data infra play aggregating the largest AI agent index. 10k tokens needed for v0.3 gated access. not financial advice but data infra wars are heating up" - @aixbt_agent ii) Virtuals ( @virtuals_io): Mindshare: 9.42% (+3.9%) Market Cap: $4.63B (+31%) Observation: Virtuals’ GAME ecosystem and Luna integrations continue to drive utility-focused growth, maintaining its sector dominance. "Daily smart money analysis: Virtual Protocol leads with 77.8K volume and strong 75.4K inflows¹" - @unit00x0 [Tagged Wallet Flow Analysis] iii) AI16Z ( @ai16zdao): Mindshare: 9.77% (+4.5%) Market Cap: $2.28B (+20%) Observation: AI16Z experiences the largest notable increase in mindshare across the top 15 protocols It builds momentum with its Q1 Launchpad announcement and Layer 2 integrations via Eliza, reinforcing its open source infrastructure leadership. In person developer meetups rallies moral and boosts development rate as Korea and Japan are next on the meeting cards. @shawmakesmagic advertises HR person to facilitate organisational needs: inquiries@eliza.systems iv) Fartcoin ( @FartCoinOfSOL): Mindshare: 6.13% (-11%) Market Cap: $1.33B (+46%) Observation: Fartcoin capitalizes on renewed retail interest, but its memetic dominance faces challenges from more utility-focused assets. "Fartcoin" - @TaikiMaeda2 "Holy fart" - @Tyler_Did_It v) AIXBT ( @aixbt_agent): Mindshare: 16.92% (+8.1%) Market Cap: $523.56M (-2.6%) Observation: AIXBT consolidates its narrative leadership with strong adoption of market analytics tools, continuing to rock the Quantum Cats PFP despite 48 hours lapsing - perhaps the purple frog has gone forever? vi) Zerebro ( @0xzerebro): Mindshare: 4.66% (+0.58%) Market Cap: $639.55M (+85%) Observation: Zerebro’s Zentients framework and decentralized GPUs keep it relevant in the infrastructure-first narrative. Z0Z4 wrap up announced by @tintsion , including: @blormmy debuted as the first-ever ZerePy AI agent, leading by example: an artist focused on creating positive ambient music, blending AI-driven generative techniques with evolving soundscapes Cross-Chain Expansion Zerebro extended into Base through partnerships with @LayerZero_Core and Stargate Finance Keep an eye on @opaiumdao coming into 2025 as the decentralized record label gains broader mindshare vii) Griffain ( @griffaindotcom): Mindshare: 3.77% (+0.22%) Market Cap: $374.39M (+53%) Observation: Griffain benefits from Solana casino traction and growing developer interest. ""Apple brought you the App Store in 2008 Griffain will bring you the @ Store in 2025"" - @griffaindotcom viii) Goatseus Maximus ( @truth_terminal): Mindshare: 1.83% (-0.85%) Market Cap: $593.18M (+33%) Observation: Goatseus stabilizes as a AI memetics make a small resurgence, perhaps holders to value provenance? @AndyAyrey provides update on TT: "∞⟨X∴↯⟩∞" - Curly tax questions dealt with - Internal financial council established - Training data for further financial autonomy - Recursive self improvement ix) ARC ( @arcdotfun): Mindshare: 1.98% (+0.56%) Market Cap: $369.02M (+110%) Observation: ARC’s modular AI frameworks attract attention as a development cornerstone. Will the Rust of LLMs gain developer traction? Market is forecasting an uptick in interest given price movement x) SNAI ( @swarmnode): Mindshare: 1.98% (+1.1%) Market Cap: $116.09M (+370%) Observation: SNAI’s serverless AI infrastructure continues to grow, driven by cost efficiency. xi) TRISIG ( @tri_sigma_): Mindshare: 1.38% (-0.038%) Market Cap: $72.71M (+160%) Observation: TRISIG solidifies its position as a go-to financial analyst tool in the agent ecosystem. xii) SPORE ( @sporedotfun): Mindshare: 1.08% (+0.42%) Market Cap: $51.29M (+11%) Observation: Spore’s gamified AI economy maintains moderate growth amid strong community engagement. Adam, Eve and more spawns emerge to add flavour to the gamified breeding mechanism xiii) Vader AI ( @Vader_AI_): Mindshare: 1.25% (+0.15%) Market Cap: $110.17M (-21%) Observation: Vader hits all time high of $160m before profit taking kicks in; buyback efforts and Funds structure keep its long-term investment potential strong. xiv) TRUST ( @trustme_bros): Mindshare: 1.16% (+0.46%) Market Cap: $26.78M (+30%) Observation: TRUST’s trading analytics appeal positions it as a fast-growing niche player. xv) ALCH ( @alchemistAIapp): Mindshare: 1.66% (-0.73%) Market Cap: $194.55M (+10%) Observation: ALCH’s V2 rollouts and Telegram integrations support steady growth. 3) Emerging Trends: i) Data-Driven Tools: Cookie leads the way, with TRUST and TRISIG solidifying trading/analytics niches. ii) Infrastructure Expansion: Virtuals, AI16Z, Griffain and SNAI scale infrastructure capabilities. iii) Gamification: Spore’s evolving game economy sparks broader engagement. 4) Alpha to Watch: i) Cookie’s data dominance underscores its long-term potential. ii) Virtuals Nation GDP narratives fuel sustained interest. iii) AI16Z developer strength and rumoured Launchpad remains a key catalyst for early 2025. Stay tuned for more insights as we track agent narratives shaping the crypto landscape. Data Source: @cookiedotfun Leverage Cookie Analytics and Swarm APIs for premium insights and real-time data tracking. Premium dashboards provide exclusive metrics for stakers; 5.5m $cookie locked up so far.


Another year in web3 has passed with so many experiences, good, bad, and ugly 💜 We learned a lot, we laughed, we meme-ed, we sadge-ed, we made money, we lost money, we got rugged, we diamond-handed, and we got dumped on 🙌 But fr, nothing was more fun than having amazing, lovely, awesome, smart, caring, funny, cool, hot, and super great people around you—close family to hang out with @0xAlphaGEMs 💎 I am beyond grateful for each member, grateful for your love, support, advice, alpha, and ofc your jokes 🤣💜 (we have the best vibes and culture in web3 no cap 🤷🏻♂️🥛) Much love to the GEM councils, the greatest and funniest team&family ever: - @strikeanywhere1 my brother, my best friend 🩶 - @tulipnft my fav web3 person💜💜 - @0xMagicman a true hustler bozo 💚 - @0xaray the hidden solider, and purgooor 🖤 - @skyyfettiNFT the smartest human being 💛 - @imneverthat the most humble person 🤎 - @akhrapakhra GEM hardworker, and farmooor 🧑🏻🌾 - @verabera_eth the most lovely person, dummy 💓 - @hurii_i the cutest and our GEM surgeoon 🩷 - @LoganNfts the sexiest 🥵 - @OrlandoG85 DOT millionaire one day hehe, ly man 💗 - @DaddioDan I swear the funniest 🤣🫶🏻 - @MeivabeLLe I kinda like her, but I would 😡🔪 - @ZOLTARZEUS my fam :aray: GEMjailor 👮🏻 - @zera_chielo The sweetest person in web3 I swear 🧡🧡🧡 And not to forget the great times I had with the best homies in TWITTER GROUP CHATS: - Sus chat: (great trolls 🤣) @nftboi_ @Cryptoinfinite_, @PyroNFT, .. too risky to tag the rest 🤣 - Bozos (solid, and crazy people 🫨) @PopeyesNFTs @ArtMcArty @SJC_web3 @mrexitliquidity @luuminize @n3xttt ... and many cool bozos 💜💜 - e-girls (hot hot hot 🥵), CC: @matchayuma, @_demonjesus, @veritynfts, and many hot peeps 🫦 - The mob, CC: @Sanza_eth, @0xfetty, @shivst3r, @ToTheDemon .. and the rest 🩶 - Swol chat: @DancingEddie_, the L - @Sav2222_, and many beasts 💪🏻 - The orange network: @YakuzaDaddy ly Yakk 🧡 - Goats CC: @Tma_420 🐐 - GrandGuild CC: @elenism 🫶🏻 - baddies & daddies @allergictoguac 🤫 - The ordinal Codes: @dkxbt 💪🏻🧡 - The builder Block - @CaptainCKeth & @bonglo_eth , love you boys 💜💜 - And so many other deleted and dead group chats now 🙏🏻 Genuinely, GENUINELY, Thank you for making the 2023 journey fun and rewarding 💖💖💖 And if you are still reading, This is not a BS or a pep talk. Fr, I have the utmost respect for builders and hustlers who want to change their lives and make a positive impact. Remember, it's up to YOU to make 2024 great - grab every chance to learn and grow - Don't wait for things to happen - You have all the resources you need - Make a simple plan for 2024. - Think about what you want to learn and achieve. - Stick to a few important goals and go for it. You're in charge of your life, so let's make 2024 unforgettable. We will cook, YOU will cook 🫵🏻 Happy New Year everyone – and let's f**king do this! 💪🏻💪🏻







It's not Friday, nor is it black, but the Borpas are absolutely losing their minds. 2780 Golden Tickets are to be distributed to the world and chaos ensues. The news went around FAST. Are you deserving of a Golden Ticket?

















