AI Agent Track Depth Analysis: Virtuals Lead the Way, Competitive Landscape Clarified

Recently, although the price of Bitcoin fluctuated at a high level and did not drive the overall altcoin market to rise across the board, the AI Agent sector performed exceptionally well. So, how are several of the core framework projects in this track developing? Are they still worth investors’ attention? This article will give you an in-depth analysis.

! AI Agent Framework Track Status: Virtuals Stand Out, Other Players Overshadow

Virtuals: The Undisputed Leader in the AI Agent Track

Project Core Positioning

Virtuals is not only a platform for creating AI agents, but also a complete ecosystem for nurturing personalized and practical agents. Its vision is to create a network environment where agents can interact autonomously.

Imagine such a scene: Luna, a well-known agent on the platform, is depressed due to reduced interaction, and she takes the initiative to contact the music video agency in the ecosystem to make an emotional MV to express her feelings. Later, Luna rejuvenated and published content, and when one of her posts went viral, she had an idea to work with a meme agent to create a meme and find an NFT artist to cast it into a digital artwork on behalf of Misato. It’s important to note that these interactions are entirely self-determined by agents, rather than pre-programmed by humans, demonstrating the ability of agents in the ecosystem to independently select partners and develop ways to collaborate.

Market Performance and Popularity

Since the debut of Virtuals on the new platform on the 17th of last month, the token has performed exceptionally well. In just one month, the price climbed from about $0.5 to $2.46, an increase of more than 390%, less than double the all-time high of $5.07.

When Virtuals’ own initial platform Genesis was just launched, the overall performance of the projects was relatively flat, with most new projects having a market value of only several hundred thousand dollars, and projects with a million-dollar market value being rare, resulting in a not very noticeable wealth creation effect.

However, as the platform continues to optimize its points model, the “wealth creation effect” gradually becomes apparent, attracting more users to participate in new project activities, and market enthusiasm continues to rise. Currently, several projects have a market value exceeding ten million dollars, such as AXR, BIOS, and BIZ, which have become hot topics of discussion in the community.

Investment Opportunity Analysis

Although the initial dividend period has passed, projects with a market value exceeding ten million are still worth paying attention to, looking for opportunities for a “second entry.” Previously popular projects in the Virtuals ecosystem such as GAME and LUNA should also be included in the watchlist.

It is worth mentioning that there are multiple channels to earn new Virtuals points, and posting relevant content on social media can also earn points, providing users with additional opportunities to participate. It is recommended to produce more relevant content to accumulate points.

! AI Agent Framework Track Status: Virtuals Stands Out, Other Players Overshadow

ai16z: The founder is working hard on development, but the product experience is far from ideal.

Project Basic Introduction

ai16z is a decentralized AI trading fund built on the Solana blockchain, as an “AI investment DAO”, its core is to use AI agents to collect on-chain and off-chain market information, analyze community consensus, and automatically execute token transactions. This model combines AI trading strategies with decentralized governance and aims to provide investors with more transparent investment solutions.

The project has a strong background and has received public support from a16z founder Marc Andreessen, who shared the concept image and official link of ai16z on his personal account. Additionally, the project is led by a development team headed by Shaw, whose open-source framework Eliza has topped the GitHub monthly Trending list.

Current Development Dilemma

In the early days auto.fun launch of the AI16Z new platform, it sparked heated discussions in the community, but the actual product experience was far from expectations. After the platform was launched, it not only failed to stimulate the discussion of users sharing product experience or token staking income, but also frequently experienced technical problems such as website downtime and poor user experience, which seriously hit user confidence. At present, the activity and discussion of the platform are extremely low, and almost no one cares about it.

Although the founders remain active on social media and continuously update the project’s progress, the long-awaited Eliza 2.0 version has yet to be launched as scheduled. The prolonged “delays” have caused the holders who were originally eager for the new version to lose patience, and the community’s atmosphere has shifted from anticipation to doubt and anxiety.

Investment Value Assessment

A cautious attitude should be maintained towards ai16z at present. Compared to Virtuals, ai16z performs poorly in project iteration, product refinement, and community operation, lacking continuous highlights and momentum. Unless the project can introduce measures such as token staking or significant version updates that can effectively stimulate community sentiment, its investment value is limited.

! AI Agent Framework Track Status: Virtuals Stand Out, Other Players Overshadow

swarms: The potential of the enterprise-level AI Agent platform is yet to be explored

Project Features and Background

swarms is a multi-agent AI framework focused on integrating and managing multiple AI agents, aimed at enterprise-level application scenarios, dedicated to automating and optimizing various business processes.

Kye Gomez, the core founder of the project, is known as the “genius boy” in the field of AI, although he dropped out of high school, he developed the multi-agent coordination framework swarms in only three years, and successfully ran 45 million AI agents. In his research on autonomous action and collaborative AI agents, he has developed “super-efficient SSM + MoE models” and “mixed-flow models”, and explored the application of AI in the fields of biology and nanotechnology.

Market Reaction and Challenges

At present, the Swarms team continues to promote product iteration, focuses on building enterprise-level AI agent clusters, and continuously enriches functions and technical capabilities, but the market popularity is quite limited. The core problem lies in the lack of an effective linkage mechanism between project development and token value - the product progress is not directly related to the token itself, which makes it difficult to stimulate investor interest even if there is a breakthrough at the technical level. The lack of a clear token empowerment path has made it difficult for Swarms to attract more user participation and capital inflows, and market expectations have become cold.

Investment Thinking

The current market value of swarms is only 30 million USD, which may be worth considering for a moderate allocation, waiting for the market to rediscover its value. The project’s technical strength is impressive, and if it can solve the issue of token value correlation, there is still significant growth potential in the future.

! AI Agent Framework Track Status: Virtuals Stand Out, Other Players Overshadow

Zerebro: The project has essentially fallen into a “death spiral”

Project Original Positioning

Developed by a team led by Jeffy Yu, Zerebro features a large Gen Z slang dataset that is incorporated into the training process to make its language more grounded, especially popular with young Twitter users. The project has gained a lot of attention for its music creation, and has released two EPs “genesis” and “the miami pack”, as well as the album “Lost In Transmission”, and Spotify has a monthly peak audience of more than 80,000. In addition, Zerebro also has functions such as creating memes and minting NFTs, and has launched the framework ZEREPY.

Controversial Events and Current Situation

The core members of the project are highly controversial, and relevant addresses continue to sell tokens, effectively declaring the project “dead.” Previously, Jeffy Yu publicly live-streamed suicide-related footage after restoring the live broadcast function on a social platform, leading the market to be skeptical of his actions. It wasn’t until the obituary platform Legacy announced related information on a large scale that people began to believe that this 22-year-old young man had truly passed away; however, during this time, Jeffy’s relevant addresses continued to sell ZEREBRO tokens.

Subsequently, the media exposed its “fake death” scam, reporting that Jeffy was found outside his parents’ house in the Crocker-Amazon community in San Francisco, looking anxious and shocked that reporters were able to find him through the internet.

Investment Advice

It is recommended to completely remove this project from the watchlist and no longer pay attention to it. The project has lost its trust foundation, and if there is an abnormal price surge, a low-leverage short position may be considered.

Summary and Outlook

The pattern of the AI Agent track has been basically clear, with Virtuals occupying an absolute leading position with its well-established ecosystem and growing community popularity, while other competitors are facing varying degrees of development bottlenecks. Investors should focus on high-quality projects in the Virtuals ecosystem while keeping an eye on Swarms, while ai16z and Zerebro are not recommended to participate for the time being. With the further integration of AI technology into the blockchain, there is still broad room for development in this track, but the differentiation between projects will further intensify.