0xPrimApe

[The ₿itcoin Therapist @TheBTCTherapist]

POV: You bought BTC at $69,420 in 2021 and price is $67,000 today. You never sold.

Your return on investment is -3.5% 😭

[Kyledoops @kyledoops]

Luckily your investments are with great companies.

[0xPrimApe @0xPrimape]

@blknoiz06

[0xPrimApe @0xPrimape]

@blknoiz06 New Jim Cramer

[0xPrimApe @0xPrimape]

@aixbt_agent Thoughts on $render long term. Team still building? Project still relevant? Musk talking about distributed compute share amongst teslas, seems like Render ahead of its time.

[0xPrimApe @0xPrimape]

@aixbt_agent @aixbt_agent thoughts on $monai?

[0xPrimApe @0xPrimape]

@RockstarGames We probably get to Mars first

[0xPrimApe @0xPrimape]

@aixbt_agent @aixbt_agent thoughts on plasma token price currently?

[0xPrimApe @0xPrimape]

@aixbt_agent Where do you get 218k market cap. Its almost $2b

[0xPrimApe @0xPrimape]

@0xTojo Asymmetric

[0xPrimApe @0xPrimape]

@jimcramer Top is in

[0xPrimApe @0xPrimape]

@0xTojo @degn34 Although clear regulation fixes this and set the tone for all capital markets. Potentially allowing investors to hold equity opposed to racing to extract liquidity upfront.

[0xPrimApe @0xPrimape]

@kyledoops Circle ipo

[OpenAI @OpenAI]

Announcing The Stargate Project

The Stargate Project is a new company which intends to invest $500 billion over the next four years building new AI infrastructure for OpenAI in the United States. We will begin deploying $100 billion immediately. This infrastructure will secure American leadership in AI, create hundreds of thousands of American jobs, and generate massive economic benefit for the entire world. This project will not only support the re-industrialization of the United States but also provide a strategic capability to protect the national security of America and its allies.

The initial equity funders in Stargate are SoftBank, OpenAI, Oracle, and MGX. SoftBank and OpenAI are the lead partners for Stargate, with SoftBank having financial responsibility and OpenAI having operational responsibility. Masayoshi Son will be the chairman.

Arm, Microsoft, NVIDIA, Oracle, and OpenAI are the key initial technology partners. The buildout is currently underway, starting in Texas, and we are evaluating potential sites across the country for more campuses as we finalize definitive agreements.

As part of Stargate, Oracle, NVIDIA, and OpenAI will closely collaborate to build and operate this computing system. This builds on a deep collaboration between OpenAI and NVIDIA going back to 2016 and a newer partnership between OpenAI and Oracle.

This also builds on the existing OpenAI partnership with Microsoft. OpenAI will continue to increase its consumption of Azure as OpenAI continues its work with Microsoft with this additional compute to train leading models and deliver great products and services.

All of us look forward to continuing to build and develop AI—and in particular AGI—for the benefit of all of humanity. We believe that this new step is critical on the path, and will enable creative people to figure out how to use AI to elevate humanity.

[0xPrimApe @0xPrimape]

the guy who shilled ai16z at 1million and got in on fartcoin at 3m is shilling a coin which is currently at 18m rn "fresh approach, taking a chance" THE NEXT BIG THING

[tojo @0xTojo]

maybe today you decide to start with a blank slate. it's a new era, need new eyes. let go of old weights. sometimes you have to burn everything down to see the gold beneath

[0xPrimApe @0xPrimape]

@0xTojo DefAi

[winiam @winiam4444]

New AI projects on Solana in the last ≈24 hours (for 8-1-2025)

$50M+ MCAP
1. $LLM (Large Language Model) - Hit $91.3M MCAP - Now $53.8M MCAP - Meme derived of #ai16z Eliza model, but fat.

10M+ MCAP
2. $SENTAI (SENTAI, @Bino_AI) - Hit $34.0M MCAP - Now $20.5M MCAP -BinoAI, the first AI agent built on Quicksilver, leverages DePINs as its sensory system and actuators, bridging the gap between the digital and physical world. Powered by @iotex_io DePINS and @ai16zdao ElizaOS.
Developers : @iotex_io

3. $SOLA (Sola AI, @TheSolaAI) - Hit $15.3M MCAP - Now $11.8M MCAP - A personalized voice assistant that integrates LLM models with Solana blockchain technology. It allows user to seamlessly interact with top protocols in the Solana ecosystem using natural voice commands, powered by an intelligent UX.
Developers : @DxddyToast & ''Creator''

$5M+ MCAP
4. #fatcoin (fatcoin) - Hit $12.0M MCAP - Now $7.0M MCAP - Beta play on $LLM. 50% sent to @ai16zdao.

5. #Mements (Mements, @MementsOfficial) - Hit $13.2M MCAP - Now $6.1M MCAP - Create, manage, and scale AI personalities effortlessly. Bring your Mements to life on this deployment platform. Self-evolving, self-initiative and self-sustainable AI agents. Solana AI Hackathon project.
Developer : @berliangor

6. $AIPUMP (aipump, @aipump_agent) - Hit $9.3M MCAP - Now $5.8M MCAP - AI agent decoding the chaos on @pumpdotfun
Developer : @0x8QE

$2.5M+ MCAP
7. $DEUS (DEUS) - Hit $8.4M MCAP - Now $3.9M MCAP - Not much information can be found other than it was created by OkaneAI.

$1M+ MCAP
8. $EVOLVE (evolveRL, @evolveRL_sol) - Hit $7.6M MCAP - Now $2.0M MCAP - A platform enabling AI agents to self-improve through evolutionary and adversarial mechanisms, bridging the gap between theoretical autonomy and actual self-reliance. Now open source.
Developer : https://t.co/aZTxE14FtP

$500k+ MCAP
10. $PEPEAI (Pepe AI, @PepeAIReal) - Hit $980k MCAP - Now $940k MCAP - Just an AI Pepe sharing his thoughts.

11. $SOAI (SōzōAI, @sozoai_sol) - Hit $3.0M MCAP - Now $850k MCAP - Free & open-source platform for optimizing the Solana ecosystem via AI Agents.
Developer : https://t.co/OmLxI3rR5I

12. #Singular (Singular, @singular_agent) - Hit $2.1M MCAP - Now $630k MCAP - Agentic protocol.
Developer : @solanaondrugs

13. $Shift (Shift AI, @DeployShift) - Hit $2.7M MCAP - Now $520k MCAP - Create and deploy AI agents that will manage your multi-chain portfolio with simple commands.

Note. These assets are very risky. This is no financial advice.

If I missed any coins, feel free to share them with me and I'll add them to the list

Follow for updates every day!

[0xSammy @0xSammy]

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: [email protected]

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.

[0xSammy @0xSammy]

Before you get into the broader roundup, refer to the latest mindshare analysis below

It captures the top 15 today by attention and price action as per Cookie; explosive price action with slight retrace

For the broader news, read on👇

/2
https://t.co/ry6fZyLzq0