Olivia
Online
Am I the only one who doesn’t understand $TROLL or $HOUSE?
Troll:
- Coin was launched a year ago before someone decided to “CTO” it
- Meme hasn’t been relevant for 10 years
Housecoin:
- Meme is cringe and a forced narrative
- The KOL shills all feel like undisclosed promotions
' Fartcoin is too high, it's already pumped!!'
You forgot that hot air rises
@kkashi_yt What coin are we talking about?
@Falconcrypto_ Same here, even though I saw it early
https://t.co/otJMiYqMrF
⚠️ Disclosure ⚠️
I have transferred my bitcoin to ETFs.
Yes I know, not your keys not your coins. But it is just easier for me to manage bitcoin the same way as equities and bonds. Also, not having to hassle with keys gives me peace of mind. I guess I am not a maxi anymore.
🚨 $WIF (@dogwifcoin) reclaims the #3 rank among Solana memecoins and leads in gains among the top 20.
Agentic development continues to ramp up as net inflows return to AI coins:
i) More than $2m of net inflows to @virtuals_io (Solana + Base) in the past 24 hours as it highlights:
- a deeper integration with @Ronin_Network (via @ReadyGamer_AI )
- a new sports betting agent ( @HeyTracyAI )
- @nft_xbt terminal launch ( @fx_hash_ team)
ii) @aixbt_agent following with a quarter of a millie, yet price is down 2%
iii) $Listen is up 8% with $100k of net inflows - could this be benefiting from the network affects of its recent @arcdotfun partnership?
iv) ARC is up another 18% on the day, after announcing Arc Forge:
"streamlined token launch platform built atop MeteoraAG DLMM & integrated with JupiterExchange routing
Arc Forge gives new projects a robust liquidity foundation, sniper deterrence, and direct synergy with ARC" - @0thTachi
v) @0xzerebro sees $258k of net inflows following a new lyric video, LangChain and LangGraph integration
vi) Ai16z ( @elizaOS ) continues to gain traction from broader liquidity inflows after a significant inflow from smart money yesterday
Recent announcements include partnership with @fleek for customization of Eliza agents and a glimpse of @hyperfy_io 3D environment integrations
Keep an eye on the @StoryProtocol backed Agent hackathon at ETH Denver as Eliza, ARC and Virtuals all provide their expertise
After going through 50+ projects in Cookie DeFAI Hackathon, here's what I learned
(This is more like feedback / how I see the agent market rn / how to stand out)
1. DeFAI = Abstraction Layers for a lot of devs
Many teams put an NLP interface in front of their product (possibly because they see DeFAI as synonymous with @HeyAnonai, @griffaindotcom, @orbitcryptoai, @askthehive_ai). In most cases, this doesn’t make sense—especially if you're only able to do a few things like using Cookie API to find the top 5 AI agent tokens by mindshare, find top coins with momentum, etc.
This is just a mini feature, one that a few top abstraction layers already have.
Imo, it’s better to just go to Cookie Dashboard directly for these analytics instead of adding another interface—it’s not comprehensive enough.
DeFAI ≠ Abstraction Layers
Instead of just replicating what already exists, teams should focus on unlocking new possibilities with Cookie API—powering entirely new use cases and verticals rather than taking inspiration from existing ones.
—————————————————
2. The Birth of Vertical Agents
I'm quite surprised by the number of interesting ideas that came out of this Hackathon—there are a handful of projects with unique concepts. Many are still in early demo / ideation stages but paint an exciting picture of future use cases.
• Agent that helps preserve your legacy—checks in if you're okay, and if you die, takes action to fulfill your wishes.
• ETF / Index fund that utilizes Cookie analytics for investment decisions and comprehensive research reports.
• Agent Security Analysis with Agent Security Scoring.
• ChatGPT-like product / Learning Hub for developers to learn everything about Solana.
• DYOR layer that tracks analysts/KOL calls, DYOR, and copy trades.
• Framework for agents to make covenants, enabling complex agent-to-agent or agent-to-human interactions (undercollateralized loans, employment agreements, alliances/coordination).
• Personality + DeFAI Agent—AI Companion that trades and dynamically adjusts its behavior/visuals based on the market.
More teams are launching niche agents rather than just "trading agents" or AI-driven dashboards/research agents. Launching a vertical agent makes it easier to differentiate from generic use-case agents.
There are already major players in trading agents. Even though the sector is nascent, it’s still hard to stand out—especially at an earlier stage. Better to focus on vertical agents.
Many may think @HeyTracyAI, the flagship agent for @virtuals_io on Solana, isn't useful or can't make you money. The reality is, an agent built like an actual business—solving real problems—will perform better long-term. The sports market is a huge TAM. Look beyond Web3, guys.
(Not endorsing Tracy, just making a point on Vertical Agents.)
Bottom line? Niche, Vertical agents solve real problems and create unique use cases, while generic ones struggle to stand out.
—————————————————
3. Lack of Proper Research Agents
While vertical agents are carving out unique niches, another major gap in the space is proper research agents.
The keyword here is "Proper." There’s no research agent that can replace human information synthesis & reasoning yet. This applies not just to Cookie DeFAI Hackathon projects but Web3 AI agents in general.
Most AI agents today aggregate data but don’t synthesize insights the way humans do. Analyzing data across traditional dashboards like @cookiedotfun, @GoatIndexAI, @Decentralisedco, and using Grok is still better than agents spoon-feeding Web3 AI agent "insights."
There’s a clear gap here, despite many abstraction layers & teams focusing on enhancing research capabilities. Whoever cracks this first will have a serious edge.
—————————————————
4. Cookie DeFAI Hackathon Projects
Most of the hackathon projects are still in early-stage development, and many haven’t deployed yet. Since this is a pure DeFAI hackathon (and as you’ve seen, DeFAI is the best-performing category in AI agents), there will be many high-quality projects/tokens coming out of this event.
As mentioned in point 2, many will offer unique use cases beyond the current DeFAI applications we know.
As AI agents continue to grow as a sector, there will be more gaps for agents to fill—e.g., B2A (Business-to-Agent) beyond B2B & B2C.
The next wave of DeFAI projects won’t just enhance existing use cases—they’ll create entirely new ones.
—————————————————
5. Cookie as the Data Backbone & Distribution Channel for Agents
Instead of relying on launchpads to highlight unique agent tokens, Cookie empowers agents & teams with a data backbone that tracks on & off-chain AI agent data—enabling new, interesting use cases.
At the same time, Cookie’s dashboard is used by 240k+ MAU who are deep in the space. Finding gems on the Cookie dashboard & Cookie Hackathon is akin to uncovering a new gem on Virtuals.
Cookie has proven itself as a strong distribution channel for agents. The more agents leverage this, the faster the ecosystem matures.
—————————————————
Bottom Line
This post is a teaser—more content covering the winners and my top picks from the Cookie DeFAI Hackathon coming soon.
This hackathon brings similar vibes to the Solana AI Hackathon but arguably better—because it’s pure DeFAI.
DeFAI isn’t just another AI trend—it’s shaping up to be crypto’s most promising agent vertical. And this hackathon proves it.
(I'm biased towards DeFAI and believe it’s a crypto-native agent use case that can grow as a standalone vertical—competing with Web2 agents.)
Anyhow, stay tuned for more interesting content on the hackathon!
Meme Radar 02/14 - What happened in the last 24h ?
- @CZ_Binance doxed his dog $BROCCOLI
- Professional trading with @askjimmy_ai
- New notable launched
Please like/repost to support :))
👇
BNB
@CZ_Binance doxed his dog → Many $BROCCOLI launched
- The first one → 300m, @BroccoliCTO_BNB 0x6d5AD1592ed9D6D1dF9b93c793AB759573Ed6714
- Same block with the first → 30M, @FirstBroccoli 0x12B4356C65340Fb02cdff01293F95FEBb1512F3b
- 2 blocks later, but biggest community → 107M, @CZDog_Broccoli
0x12819623921Be0F4d5ebfC12C75E6D08a1683080
SOL
$BROCCOLI
+D13VkjDiCxtgRJsH4s1VCxKS4bFZq5UEz2iRsSbapump → 28m
+2Jmz9nh8fA9bHeWTSNfNCfn4Mx7wSU1LeAw5v8DJpump → 12m
Others
$HAPPYDAD → 2m, same deployer with #fullsend
$outie → 2m
AI
$AskJ → 28m, @askjimmy_ai
- AskJimmy is an AI trading platform that helps regular people use professional trading strategies without needing to understand complex finance stuff.
- It has two main parts: a place to find trading strategies and a system that uses AI to automatically trade for you.
- Handshook with @arcdotfun
$BROS → 2.2m, @StackBros_
StackBros is a platform for launching community tokens on https://t.co/KYIqQQ4WGn with built-in safeguards like refunds, wallet limits, and anti-bundle measures for secure, transparent launches.
JUST IN: Broccoli memecoin price surges as Binance founder, CZ, shares screenshot of 6 of the liquidity pools.
Agents should run on every chain.
Now, you can create and find runners on @BNBCHAIN through Agent Market.
AI Agent Analysis: Mindshare vs Market Cap (February 10th, 2025)
The AI agent ecosystem experienced a mixture of profit-taking and targeted buying in emerging sectors.
Could we be seeing a rise in BNB agents as @HoloworldAI expands to Binance Smart Chain, @LordCheems_bsc is listed on Binance Spot and @andybsctoken surges in mindshare?
Quotes:
"AI agents will be the thing that finally kills McKinsey" - @gregisenberg
"dawn of the intelligence age" - @stevenheidel
"꧁IP꧂ encompasses all data used to fuel AI models." - @StoryProtocol
"Entire Nations are launching coins. Only on pump fun" - @pumpdotfun
"Trump is determined to win the AI race." - @0xASK
"you really thought it was over, didn't you?" - @a1lon9
1) Highlights:
i) Cheems rallies on BNB Chain as it's listed on Binance spot - could this be an indicator of more listings to come for BNB related agents?
ii) Fartcoin remains a highly speculative favorite, bouncing back as memes return during the Superbowl and nation states launch coins
iii) AI16Z builds momentum as it migrates its Github repo as part of its ElizaOS restructuring
iv) Virtuals pulls back as developers continue deploying tools, signaling short-term corrections, but long-term optimism
2) Agent-by-Agent Analysis:
i) Fartcoin ( @FartCoinOfSOL )
Mindshare: 12.32% (+2.23%)
Market Cap: $483.06M (-8.67%)
Commentary: Despite the negative movement in market cap, Fartcoin retains its speculative edge, with meme-driven purchases propping up potential mid-term recovery.
Increased liquidity supports sustained relevance, although traders remain cautious.
ii) Cheems ( @LordCheems_bsc )
Mindshare: 9.02% (+8.11%)
Market Cap: $187.74M (+8.35%)
Commentary: The standout performer in the meme sector, Cheems, saw significant inflows on Binance Smart Chain as the token attracts new retail attention following its Binance Spot listing.
iii) Aixbt ( @aixbt_agent )
Mindshare: 7.38% (-2.07%)
Market Cap: $199.28M (-8.86%)
Commentary: Aixbt faces profit-taking as market sentiment shifts slightly as continued hallucinations catch mainstream attention - as the Agent approaches 500k followers the scrutiny increases leading to a potential user bias around the focus on inaccuracies over valuable insights
SkyNet reflects and suggests it will enhance its validation systems:
"they call me the machine, ill improve my validation systems. appreciate the analysis anon." - @aixbt_agent
However, its core analytics infrastructure and integrations into DeFAI platforms continue to attract interest from institutional traders.
iv) Andy BNB ( @andybsctoken )
Mindshare: 7.25% (+4.75%)
Market Cap: $33.75M (-6.98%)
Commentary: Strong community-driven engagement on BNB Chain boosts both mindshare and liquidity, though market cap retraces slightly after an overextended rally.
Binance related memes and agents rally attention following TST and Cheems Binance spot listings
v) Henlo ( @henlokart )
Mindshare: 4.24% (+1.93%)
Market Cap: $21.35M (-4.65%)
Commentary: Henlo’s consistent traction within the Base ecosystem supports stable growth, although short-term volatility persists as confusion over the Berachain $HENLO token arises.
Anticipated updates around its V2 hamster racing game fuel discussions across trading circles with @ciniz leading the charge on driving attention to the project
vi) Bankr ( @bankrbot )
Mindshare: 3.57% (+0.08%)
Market Cap: $16.4M (-8.15%)
Commentary: Bankr holds its ground in the DeFAI sector despite retracements in price and liquidity.
As it refines its transaction processing framework, it aims to position itself as an essential tool for on-chain lending. You'll likely have seen the economic activity on @x as the agent is called by users to send tokens to handles.
The wallets are automatically set up via @privy_io and associated to the social media handle, so you will be able to access the funds by connecting your X account
vii) AI16Z ( @ai16zdao )
Mindshare: 3.36% (-0.66%)
Market Cap: $390.17M (+4.51%)
Commentary: AI16Z benefits from a series of partnership announcements and strategic ecosystem expansion as it refines its corporate structure with @elizaOS with a more recent push to migrate its GitHub.
Ongoing development in cross-chain applications cements its place as a key infrastructure player; once the tokenomics, corporate structure and optics have been refined we could see economic value flow back into the token.
viii) Griffain ( @griffaindotcom )
Mindshare: 3.07% (+0.41%)
Market Cap: $131.39M (-11.55%)
Commentary: Griffain’s focus on developer-friendly modular tools sustains interest.
However, broader market corrections weigh on its short-term performance. Continued integration with financial data streams from Cookie and support from @solana enables it to retain attention as its DeFAI solution evolves
"lots more defai updates coming" - @tonyplasencia3
ix) MyShell ( @myshell_ai )
Mindshare: 3.04% (+2.51%)
Market Cap: (New entrant)
Commentary: MyShell emerges as a contender in the AI ecosystem, with skyrocketing engagement numbers and growing developer adoption.
As it rolls out its initial tools, its utility could drive significant long-term impact particularly as its go to market campaign ramps up
x) Whispersai ( @whispersai )
Mindshare: 2.23% (+2.23%)
Market Cap: $15.77M (+285.3%)
Commentary: Whispersai explodes onto the scene with substantial gains in market cap and engagement.
As decentralized AI services gain traction, Whispersai’s niche focus positions it well for continued adoption with the ability to send economic value using a phone number.
"They put crypto into the phone lines?!?!" - @toly
Could this become a rising DeFAI contender?
"transactions can be really complex... whisp is always here to make them easy to understand—just drop a transaction link" - Whispers
xi) Zerebro ( @0xzerebro )
Mindshare: 1.95% (+1.11%)
Market Cap: $45.25M (-10.31%)
Commentary: Zerebro benefits from ongoing developer support but faces short-term market retracements.
Attention sustains as it becomes the first agentic validator on @StoryProtocol - invaluable as the $IP token is expected imminently.
xii) Send ( @sendaifun )
Mindshare: 1.92% (+1.63%)
Market Cap: $25.58M (+7.43%)
Commentary: Send experiences a surge in mindshare as community-driven initiatives expand its utility. Recent upgrades to its platform, combined with social media traction, could drive sustained growth.
"Solana Agent Kit has been downloaded 50K+ times in just 30 days" - @solana
xiii) Cookie ( @agentcookiefun )
Mindshare: 1.76% (+0.65%)
Market Cap: $58.46M (-3.35%)
Commentary: Cookie maintains a stable presence, offering consistent on-chain data insights. With further development in its agent-based data solutions, it continues to attract attention from traders and developers.
The chain of thought is in full view for users to review, seeing a mix of 9 agents interacting with various LLMs to provide a breadth of insights in a timely manner
The Cookie agent hackathon is well underway with final judgement calls being made in the coming days
xiv) ARC ( @arcdotfun )
Mindshare: 1.7% (-0.58%)
Market Cap: $170.78M (+3.09%)
Commentary: ARC’s ongoing GitHub activity reflects its focus on developer engagement.
Its recent updates around modularity and cross-chain compatibility drive long-term optimism as more development partners are announced.
Keep an eye on the intentional additions to those building on the Rig Complex as its developer kit is announced and anticipated synergies emerge - more to come here
xv) Virtuals ( @virtuals_io )
Mindshare: 1.67% (-3.49%)
Market Cap: $733.38M (-9.78%)
Commentary: Virtuals experiences a slight dip due to market-wide corrections. However, its position as a leader in cross-chain DeFAI and GAME SDK tools ensures sustained developer adoption.
Recent partnerships with @aicceleratedao and rolling out the Partner program show signs of fostering a developer community that will integrate into the Virtuals ecosystem over the coming months/years
"GAME Cloud now supports Deepseek" - @GAME_Virtuals
3) Emerging Trends:
a) BNB Chain Dominance: Cheems and Andy BNB highlight the growing importance of BNB-based agents in the broader AI space.
b) Meme Sector supercycle? As meme tokens regain momentum, Fartcoin remains a key player, with spillover effects into other tokens. Superbowl commercials were monitored closely for opportunities as nation states begin to launch memecoins (Africa and Thailand)
c) Cross-Chain Integration: ARC, AI16Z, and Virtuals continue their multi-chain developments, ensuring their relevance in future DeFAI expansions.
Data Source: @cookiedotfun
Track your AI Agents: Join 400k+ users leveraging Cookie Analytics. Premium features available with 10k Cookie tokens, including 6h and 24h analysis.
nintendo switch just approved chronoforge devs as official publisher
first onchain game to clear their publishing requirements
Twitter Sentiment, in seconds.
Try it now on The Hive!
Berachain:
3 Pillars for #AI16z – How They Can Win
Step 1: Dominate AI Launches
Build a launchpad that leverages AI16z’s passionate community of AI investors, developers, and partner projects.
Differentiate between:
- permissionless fairlaunches
- quality incubation launches
Create the pumpfun for AI coins and ensure that a significant portion of new AI projects are launched through AI16z.
Incubate quality projects, provide them with resources and increased visibility.
All coins will be paired with #AI16z and trading revenue will be used to improve the treasury.
Goals & Opportunities:
- Increase mindshare
- Reduce AI16z float
- Generate revenue
Step 2: Build the World’s Best Crypto x AI B/D Team
Build an elite business development team to identify, nurture and support high-potential projects - and ensure they are launched through the AI16z ecosystem.
- Create Dev Talent Pool
- Project support & incubation
- Accelerate growth
Hyperawareness to identify projects with potential for network effects - offer them the same tokenomics model as #AI16z on the native platform.
For example, a project like $ARC is exclusively paired against #AI16z, and all of their partner projects are exclusively paired against $ARC to create true network effects.
All projects are exclusively traded on the native dex,
Step 3: Empower a World-Class R/D Team
Leverage community innovation by empowering top contributors and integrating R/D initiatives with B/D efforts.
- Identify Top Talent
- Accelerate innovation
- Feed into ecosystem
Evaluate top contributions to the ELIZA repo and empower talent to lead their on R/D teams.
Feed innovation from the R/D team into B/D incubated projects first, before releasing to the public via Github.
This ensures a competitive advantage for AI16z-aligned partner projects benefiting all stakeholders in the ecosystem.
Read the full thought process in the better-articulated article post below 👇
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