Hyperliquid sitting comfy in the #14 spot after only a year and a half.
just shows how much attention a great product can get in this space – and how fast all the dead weight can be replaced.
where do you see $HYPE on this list in the next year?
The Hyperliquid AI Agent Opportunity
2 AI Agent Plays on Hyperliquid That Will Outperform the Market
1. Vaporware (VAPOR)
- Launch Date: 13/07/2024
- Market Cap: $130M
- Stage: Pre-Testnet
@vaporwarefun is currently the leading AI player in the Hyperliquid ecosystem. It serves as a launchpad for AI agents and utilizes the @ai16zdao Eliza framework.
Recently, @aixbt_agent highlighted the potential of $VAPOR, causing the token to surge an astonishing 600% in just five days.
Key Features of Vapor
1. No-Code Deployment: Similar to other launchpads like Virtuals, users can deploy sophisticated AI agents without writing a single line of code.
2. Advanced Framework: $VAPOR utilizes ai16z’s ElizaOS, a cutting-edge framework for AI agents. It integrates over nine models and supports multiple blockchains and social platforms like X, Telegram, Discord and more.
3. Hyperliquid Integration: Agents launched on $VAPOR will have native integration with Hyperliquid's trading environment, enabling them to trade and perform various actions directly on the L1.
4. Agent Marketplace: Vapor will feature an agent marketplace where users can browse and invest in launched agents.
Tokenomics
The $VAPOR token was initially launched by a different team before the https://t.co/IWfdiTRt0E team decided to CTO and take over the $VAPOR token.
$VAPOR’s value accrual model is very similar to Virtuals:
1. Users launching agents pay fees in $VAPOR, which are subsequently burned.
2. All DEX liquidity is paired with $VAPOR as the quote asset.
This model has already proven effective with $VIRTUAL. If Vaporware dominates the Hyperliquid AI agent space, $VAPOR's value could skyrocket.
Target
Vapor aims to become the "Virtuals of Hyperliquid." As the primary platform for launching AI agents in the ecosystem—and leveraging the superior Eliza framework—it has immense potential. Considering Hyperliquid’s rapid growth and its strong user base, Vapor could easily become the second Hyperliquid spot asset to reach a $1B valuation, following $HYPE.
2. Hyperlauncher ($LAUNCH)
- Launch Date: 24/06/2024
- Market Cap: $30M
- Stage: Pre-Testnet
@hyperlauncherAI is a framework designed to replace human founders in the crypto space, creating a trustless environment where AI agents—called "AI Founders"—can autonomously plan, build, and launch projects.
What is an AI Founder?
An AI Founder is an autonomous agent that:
- Identifies business opportunities using machine learning.
- Creates project plans, secures funding, and delegates tasks.
- Operates transparently, governed by immutable code.
- Shares revenue with token holders and records all actions on the blockchain for accountability.
Tokenomics
- Treasury: 37.8%
- Liquidity: 21%
- Early Contributors: 41.2%
$LAUNCH Utility
1. Governance: $LAUNCH token holders can govern AI Founders. If an AI Founder goes rogue, the community can terminate it via governance proposals.
2.Launch Index: A portion of every project's supply launched by AI Founders is allocated to the Launch Fund, owned by $FARM token holders.
3. Revenue Sharing: In addition to project supply contributions, AI Founders share a portion of their revenue with the Launch Fund, increasing value for $LAUNCH holders.
Final Thoughts
While these two projects share similarities, i believe they can achieve product-market fit in tandem and grow alongside each other. Each brings its unique strengths and has the potential to become a $1B asset.
With the two projects building and trading natively on Hyperliquid L1, they are pioneering the AI agent space. Their innovation will shape the future of AI on Hyperliquid and beyond.
As the AI Agent meta continues to grow, these projects will become essential building blocks for integrating AI into Hyperliquid L1 and the Hyper EVM ecosystem.