AM

[AM @ArianMerser]

@benbabava @cenkuygur Ur dumb fuck he kill 5 million Palestinians

[AM @ArianMerser]

@dotkrueger BbfMnr39rdCbm47YzHuWV2EsRDrqrqC7Ni3KieEaTF1B

[AM @ArianMerser]

@DeFiTracer BbfMnr39rdCbm47YzHuWV2EsRDrqrqC7Ni3KieEaTF1B

[toly 🇺��� @toly]

🐧🐧🐧🇺🇸🇺🇸🇺🇸

[Surf'n Crypto @Surfn_Crypto]

$vine Looking prime for a 500% move. The initial run up had the highest volume and RSI oscillation in wave three. After that we see a momentum divergence between wave three and five. Now VINE is sitting at golden pocket Fibonacci support and prime for a bullish move.

[AM @ArianMerser]

@suininja Omg yessss plz

[AM @ArianMerser]

@getbasedai Hey guys where is my coins??? It just disappeared after swapping please help

[AM @ArianMerser]

@getbasedai someone please explain to me , why after buying Basedai, my wallet shows it, But in uniswap it shows 0 Basedai and I cant sell, WHY? please help

[AM @ArianMerser]

@getbasedai hey guys someone please help me, I cant sell my Basedai after swaping on uniswap, uniswap shows 0 Basedai, but my wallet shows i have
please helppp

[AM @ArianMerser]

@x_stoopidcats_x BbfMnr39rdCbm47YzHuWV2EsRDrqrqC7Ni3KieEaTF1B

The one with the pipe 🚬

[AM @ArianMerser]

@0xemma_ @AbstractChain Which is when?

[0xJeff @0xJeff]

Where the AI Agent Space Stands Right Now PT.10

The past 2 weeks have been extremely brutal for the entire space, as clearly seen from 40%-50% retracements for $VIRTUAL and $AI16Z from their recent ATHs.

During this rebound, we observed that both mindshare & price action focused on a few narratives, frameworks, and agents. Not everything is pumping/recovering.

This highlights the importance of positioning yourself within the right narratives, frameworks, and agents.

————————————————

Highlights:

DeFAI / Abstraction Layers

This sub-sector has been the best-performing over the past 2 weeks, both before and during the market bleed. The price action rebound today is led by $GRIFT, $ANON, $BUZZ, $NEUR, and $GRIFFAIN, with $GRIFT and $ANON performing the best in the last 7 days (+130% & +100%, respectively).

Why? Read more on DeFAI here: https://t.co/g4ykUQnOOg

The Autonomous Trading Agents sector is also picking up in terms of mindshare & price action, with:
• @Gekko_Agent launching its Gekko Terminal.
• @Cod3xOrg dropping its alpha testing program, allowing users to deploy autonomous trading AI agents (no-code tools).

————————————————

Emerging Frameworks & Ecosystem

Despite continuous ecosystem developments, the old guard/top 2 ecosystems have underperformed. This opens opportunities for newcomers to gain mindshare and potentially challenge the leaders.

————————————————

Ecosystems

- Pippin -

@pippinlovesyou, developed by @yoheinakajima, is an AI Agent framework enabling developers to create modular digital entities that perform tasks autonomously and integrate with external tools.

Pippin has gained significant mindshare & PA in the last 2 weeks, with the BabyAGI GitHub boasting 20.8k stars and 2.7k+ forks.

- Holoworld -

@HoloworldAI / @AVA_holo launched its agent market on Solana, providing no-code tools for non-devs to build agents with personalities, RAG-based deep knowledge, and more.

Upcoming roadmap:
- Agent skills marketplace.
- Voice creator.
- Multi-modal expansion (video, voice, image, livestream).
- Multi-channel expansion (TikTok, Telegram, Instagram, YouTube).

$AVA surged 64% in the last 24 hours, driven by its marketplace launch.

- Moemate -

@MoemateAI is gearing up for its @BorgPadHQ launch today. The team has built an AI Companion platform since 2023, growing to 6M users and 500k+ community-created agents (Web2). Moemate is also featured by Tech Crunch & a16z for their tech

Moemate specializes in creating AI IDOL agents, multi-modal companion that can live across desktop, mobile, AR/VR. @nebula_moemate is their flagship agent

- Flame -

@Flame__live is one of the most anticipated Solana AI Agent Hackathon project that focuses on 3D AI Companion / Models. Flame taps into a similar segment to Holoworld focusing on 3D avatars that can respond with text, images, videos, and also motion

$FLAME launched yesterday was highly controversial & accompanied by lots of FUD—by the time the team dropped the contract address of the token, price pumped to $20m. The community is quite frustrated with the launch, as seen from the current PA with $FLAME trading around $10m MC

————————————————

Narratives

- Data Layer -

@cookiedotfun leads the data layer narrative for AI agents. Meanwhile, emerging players like @GoatIndexAI are carving out niches (e.g., dashboards for Solana AI Hackathon projects).

Expect more niche data players to appear.

- Alpha-Focused Agents -

Alpha agents will continue to stay on top of the mindshare regardless of narrative rotations.

However, only a handful of alpha agents will experience position PA, depending solely on their developments & utilities. Team that ships slower will slowly dies out (very brutal sub sector)

Notable performers: $REI & $TRUST (40%-50% rebounds in 24 hours).

- Agentic Metaverse -

This narrative continues to evolve, with strong recoveries from $HYPER (+45%) and $REALIS (+32%) in the last 24 hours.

• @virtuals_io: Partnerships with gaming studios and top Web3 ecosystems signal a rising appetite for AI-NPCs and AI-powered games.

• @indiedotfun: Launching in 2 days. A Web3 Roblox-like platform allowing creators to bootstrap ai-powered games with tokens (Tokenization of Agentic Metaverse).

The Full Metal AI Engine will power AI agents in these indie games. $BNTY is gaining traction ahead of the launch.

- InvestmentDAO-

Agent (3,3) been underperforming. Got hit the hardest during the market bleed as seen from InvestmentDAOs every where across @virtuals_io, @daosdotworld, @daosdotfun

$AICC on @daosdotfun became the topic of discussion during the weekend due to its launch structure & token distribution

@hardwAIreDAO gears up its launch on @daosdotworld, aiming to acquires, runs, and provides GPU compute power to AI projects and hardwAIre community. This is a highly anticipated launch due to their unique value flow loop. WL applications now open

InvestmentDAO narrative as a whole will likely slow down for a while given the state of the market, once market picks back up again we might see a few high quality Agent (3,3) DAOs bounce back

————————————————

Final Thoughts

My Top 2 narratives are DeFAI (Abstraction Layers & Autonomous Trading Agents) & Agentic Metaverse. These sub-sectors have immense potential for short-to-medium-term growth, driven by fast developments, partnerships, and innovative experiments.

Stay tuned for my thoughts on other sub-sectors & ecosystems in future posts!

As always, thanks for reading!

If you're a new project pitching something, use the form in my bio—responses there are prioritized over DMs.

[AM @ArianMerser]

@codexsandy Does anyone know if sandy will back up again?

[AM @ArianMerser]

@avemfn @arian2 is my phantom username 🐳

[Jusa Trades @jusatrades]

🚨 Gain Phantom Airdrop Followers🚨

Giving away 1 SOL just comment you phantom username.

RT this and join the Networking Server

Entire discord is gaining follows + launching a community memecoin 👇

https://t.co/c3br2nyaBx

[AM @ArianMerser]

@ThenaNetwork @pumpdotfun 🤬🤬🤬🤬 pro ruggers

[Murad 💹🧲 @MustStopMurad]

Conviction will outperform Hype.

Community will outperform Cabal.

PVE will outperform PVP.

Cult will outperform Tech.

Holding will outperform Trading.

[AM @ArianMerser]

@SHARKUI_SUI Scaaaaaaaaaaammmmm they ate my money just now

[AM @ArianMerser]

@SHARKUI_SUI Fukkkin rugggpulll mfs🤬🤬🤬🤬

[AM @ArianMerser]

@punk1685 Please bro