Editor's note: The AI agency market is experiencing a mix of profit realization and Rebound. Fartcoin occupies a leading position in Mindshare and Market Cap through the MEME effect. Foundational players like Virtuals, AIXBT, and AI16Z are steadily advancing, while emerging projects Moby and Orbit are also gaining follow. DeFAI automation and infrastructure are key trends. The market is generally experiencing a pullback, with capital rotating between MEME and utility-driven agencies. Developer engagement is increasing, collaborations and technological integrations are accelerating, driving the development of the AI agency industry. Overall, the market is transitioning towards more efficient infrastructure and innovative applications.

The following is the original content (reorganized for ease of reading and understanding):

Quote:

"The market capitalization of the AI agent market will reach 100 billion US dollars, I have no doubt about it." - osf rekt

"Virtuals is the economic layer of AI agents." - VaderResearch

"Search is the UI of the web, and since AI is devouring the UI, AI will devour search." - naval

"'I don't need an AI agent' - this is usually the last sentence thrown by competitors before being left behind." - dolion ai

Highlights:

The AI agent market is facing a scenario of profit realization and Rebound. Fartcoin has dominated the discussion and has quickly risen in Mindshare and Market Cap with the influx of speculative retail and traditional financial investors. At the same time, foundational players like Virtuals, AIXBT, and AI16Z are steadily advancing in the market adjustment.

Emerging projects like Moby and Orbit continue to gain follow, while DeFAI startups like HeyAnon/GriffAin have also seen growth in on-chain narratives.

Some outstanding projects include:

1. Fartcoin: With the continuous rise of the Meme effect, despite a 20% price pullback after achieving over 100% return in the past 72 hours, the Market Cap still leads.

2. AIXBT: As a leader in the field of analysis stabilizes, it faces the challenges of decreasing Mindshare and slight adjustment in Market Cap.

3.Virtuals: Maintaining a strong position in the Agentic infrastructure, benefiting from SDK integration and ecosystem development.

4. Moby: As a whale monitoring and infrastructure data proxy consolidates its position, attracting developers' follow.

5. ARC and Griffain: Both demonstrate strong developer engagement and resilience in emerging AI frameworks.

One by one agent analysis:

1.Fartcoin

Mindshare: 11.99% (+1.97%) Market Cap: $1.96 billion (-20.6%) Comment: Fartcoin has successfully climbed to the top of Mindshare ranking by using speculative market sentiment. Despite experiencing a 20% pullback after a dramatic rise from 1 billion to 2.5 billion, its market heat remains strong.

"Hot air is rising." - TaikiMaeda2

2. AIXBT

Mindshare: 10.91% (-0.29%) Market Cap: $650 million (-15.5%) Comment: Despite the decline in two indicators, AIXBT remains a leader in the analysis infrastructure, with recent key developments including improving its token economics and expanding ecosystem integration.

3.Virtuals

Mindshare: 5.47% (-0.04%) Market Cap: $2.62 billion (-15.6%) Comment: Despite the decrease in Market Cap, Virtuals' dominant position in the Agentic infrastructure remains solid, in line with the overall trend of market pullback. By integrating with the GAME SDK and collaborating with key ecosystems, Virtuals has promoted the popularity of its technology stack and quickly become the economic layer of Agentic's future:

"Build with any proxy framework you want, just like religious freedom, this is the core value of the Virtuals society." - Virtuals

4.AI16Z

Mindshare: 4.88% (-0.2%) Market Cap: $941 million (-6.3%) Comment: AI16Z faces a pullback in Mindshare and Market Cap, but it is still a favorite among developers, especially with its widespread integration across multiple chains and real-world applications.

Recent developments include the integration of Virtuals API (No. 2552), which will help promote the adoption of alternative infrastructure and support the future framework of Agentic.

5.Griffain

Mindshare: 3.59% (+0.1%) Market Cap: $484 million (-4.7%) Comment: Griffain's modular tools have gained more and more followers, and new partnerships and updates highlight their practicality. "A new era of labor is coming...Agents will drive robots to complete tasks for enterprises and consumers." - tonyplasencia3

Despite the slight adjustment in market capitalization, Griffain's developer activity remains strong.

6.AVA

Mindshare: 2.41% (-0.05%) Market Cap: $184 million (-11.4%) Comment: AVA's continuous adoption in cross-chain applications reflects its resilience, especially the integration based on Solana has driven participation, especially when staking approaches nearly 20%.

7.ARC

Mindshare: 2.29% (+0.13%) Market Cap: $4.08 billion (+3.3%) Comment: ARC continues to strengthen its framework products, enhancing its ecosystem influence through GitHub activity and new developer tools.

The cooperative relationship continues to deepen, and it is announced to cooperate with $listen.

"AI completes tasks not through mechanical repetition, but through behavioral patterns that reflect and extend human capabilities." - ARC

8.Rektguy

Mindshare: 2.05% (-0.1%) Market Cap: $78.55 million (-9.9%) Comment: Rektguy's Meme community maintains a stable level of engagement, despite profit-taking leading to a pullback in Market Cap, in line with the overall market.

Rektguy can now create art similar to OSF style, and can verify his thinking process through the terminal:

"You can view the thought process and decision-making of the agents in our terminal." - osf rekt

Emerging Trends:

Meme Resilience: The continuous growth of Fartcoin's mindshare has strengthened the narrative power of Meme-driven assets, despite experiencing a 20% pullback. DeFAI Extension: Moby, Hey Anon, and Orbit Emphasize Growing Interest in DeFAI Automation and Infrastructure. Infrastructure leaders: Virtuals, AI16Z, Griffain, Pippin, and ARC drive developer engagement through scalable AI solutions. Profit Taking and Capital Rotation: The widespread pullback in the market indicates that capital is rotating between Meme and utility-driven proxies.

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