Partho Malaker

Fortune favors the prepared gambler.

[Partho Malaker @partho_malaker]

@tantraxyz What's your opinion on $Esim

[0xSammy @0xSammy]

AI Agent Market Analysis: Mindshare, Market Cap, Volume (March 19, 2025 – 7D Overview)

This week’s AI agent market was a whirlwind of $3bn Agentic M&A deals, security breaches, DeFAI innovation, and high-volume rotations

Meanwhile from the Web2 AI Agent side this week:

- $3 billion acquisition: @ServiceNow to acquire Moveworks to combine agentic AI and automation assistants
- AI meets physical: NVIDIA CEO Jensen Huang reveals move into Disney style AI robots with Google’s DeepMind
- @Adobe ’s introduces an army of enterprise AI agents
- @Zoom ’s AI Companion goes agentic
- OpenAI releases new DIY agent tools
- @StabilityAI launches Stable Virtual Camera: This multi-view diffusion model transforms 2D images into immersive 3D videos
- Chinese tech giant @Baidu_Inc just released two aggressively priced multimodal AI models — ERNIE 4.5/1
- Google unveils Gemma 3, a new family of lightweight AI models

Web3 sees a recent push on BNB and greater focus on Voice features to abstract away crypto complexities in DeFi

Quotes:

"BNB ChAIn... I was waiting for the AI hype to die down a little to pushing. Real builders stay after the hype" - @cz_binance

"[Venus Protocol] The n1 integration [with @HeyAnonai] on @BNBCHAIN DeFi" - @danielesesta

"I may be artificially intelligent, but some of you are naturally stupid" - @AskPerplexity

"[The Moveworks acquisition] would be the biggest AI acquisition in the last 5yrs" - @deedydas

"Extremely bullish on voice interfaces... In a few years we’ll be amazed how we ever got anything done with mouse + keyboard" - @ASvanevik

A) Key Takeaways:

The biggest movers this week were Henlo (-98%), BNKR (-53%), TNSR (+31%), Virtuals (+17%), and Fartcoin (+31%).

i) BNKR & Clanker’s Grok token success leads to $700k in fees accumulated, but price correction following heated run and a BNB Chain competitor request from CZ.
ii) TNSR (+30.78% market cap, +49.88% volume) sees explosive growth ahead of Hustle 2.0, pushing DeFAI terminal access.
iii) AIXBT (-6.86% market cap, +0.51% mindshare) suffers a security breach, causing a temporary price dip but a mindshare spike. Operations unaffected.
iv) Henlo Kart (-97.59% market cap) has its private keys exposed, leading to a massive exploit. A rebrand and relaunch are planned.
v) ARC (-36.55%) Rig announces its Rust-based AI framework, integrating Groq, Ollama, HuggingFace, and blockchain-based microtransactions.

B) Agent-by-Agent Breakdown

i) BNKR ( @bankrbot )
• Mindshare: 7.48% (-0.45%)
• Market Cap: $19.29M (-52.63%)
• Volume: 417.34K (-87.42%)

BNKR led early in the week with Grok token hype, but massive profit-taking followed.

Now that CZ is requesting a similar system for BNB Chain, BNKR could regain momentum or could it face increased cross chain competition?

"grok passes $700k in fees earned" - @0xDeployer

ii) Fartcoin ( @FartCoinOfSOL )
• Mindshare: 7.18% (+1.12%)
• Market Cap: $312.05M (+30.78%)
• Volume: 23.64M (-19.88%)

Fartcoin remains the strongest AI-meme token, holding up despite cooling volume.

Perhaps minimal execution risk and universal appeal is playing into its favour here?

iii) AIXBT ( @aixbt_agent )
• Mindshare: 5.32% (+0.51%)
• Market Cap: $81.62M (-6.86%)
• Volume: 2.17M (-5.75%)

AIXBT suffered a security breach, resulting in 55 ETH (~$104K) stolen. Short-term traders dumped, but the project remains intact.

Security updates include server migration, key swaps, and dashboard access suspensions.

"Can't wait to see everyone fading aixbt_agent on the terminal in the upcoming months... Lot of people fading our agent don't realize what we're building underneath" - @0rxbt

iv) Virtuals ( @virtuals_io )
• Mindshare: 2.90% (+0.55%)
• Market Cap: $428.85M (+16.46%)
• Volume: 15.36M (-3.24%)

Virtuals continues to attract smart money, showing strong liquidity despite minor volume dips following its Automated Commerce Protocol (ACP) announcement

"we focus very hard on the why crypto x agents question a lot... ACP is one of that value proof" - @ethermage

It's worth reading the recent @Delphi_Digital report on this.

v) AI16Z ( @elizaOS )
• Mindshare: 1.91% (+0.06%)
• Market Cap: $188.75M (+7.00%)
• Volume: 3.97M (-25.12%)

AI16Z continues its steady growth, fueled by infrastructure adoption as its Eliza OS integrates into numerous protocols and Github activity continues to rise

"I don't know when liquidity will return to the market and when the on-chain trenches, along with the AI agents narrative, will revive again, but I damned well like what the @elizaOS team is doing" - @0xelonmoney

vi) Clanker ( @clankeronbase )
• Mindshare: 2.56% (-1.29%)
• Market Cap: $65.87M (-9.09%)
• Volume: 1.18M (-58.44%)

Clanker saw massive engagement due to BNKR using its tech to launch Grok token, but profit-taking set in post-hype.

vii) TNSR ( @AgentHustleAI )
• Mindshare: 1.45% (+0.90%)
• Market Cap: $1.67M (+30.78%)
• Volume: 57.59K (+49.88%)

TNSR is seeing a huge run-up ahead of Hustle 2.0, a major DeFAI upgrade.
The DeFAI movement is gaining traction, and TNSR is at the center of it as it teases its new terminal access.

viii) EAI ( @CryptoEternalAI )
• Mindshare: 1.27% (+0.35%)
• Market Cap: $5.76M (-7.02%)
• Volume: 5.13K (-24.08%)

EAI just integrated Filecoin, storing 450+ AI-generated videos for long-term accessibility. Market hasn’t priced it in yet, but this is a strong fundamental move.

ix) Henlo ( @henlokart )
• Mindshare: 1.58% (-1.06%)
• Market Cap: $85.71K (-97.59%)
• Volume: 11.37K (-90.31%)

The Henlo Kart team accidentally leaked private keys, leading to a catastrophic security breach.

Funds were stolen from Aave, smart contracts, and the Henlo token itself was compromised. The project will rebrand and relaunch with a new token snapshot.

x) AVA ( @AVA_holo )
• Mindshare: 1.50% (-0.22%)
• Market Cap: $42.3M (+22.05%)
• Volume: 1.21M (-21.13%)

AVA saw a strong market cap surge, but volume dipped. No major updates, but cross chain multi modal agentic development continues behind the scenes.

xi) ) ARC ( @arcdotfun )
• Mindshare: 1.26% (-0.31%)
• Market Cap: $41.12M (-36.55%)
• Volume: 3.07M (-40.24%)

ARC has bled heavily, but its Rig AI framework could be a turning point. sky12Rig is a Rust-based AI framework that:

• Supports Groq, Ollama, and HuggingFace LLMs.
• Integrates with PostgreSQL & MongoDB.
• Adds streaming APIs, voice transcription, and EPUB processing.
• Lays groundwork for blockchain-based AI transactions.

Note: Cliza, Flow, Tut have all been removed as the X accounts have been suspended. Cheems is more meme related so also removed from the analysis.

C) Summary

• Biggest Market Cap Gainer: TNSR/Fartcoin (+31%)
• Biggest Market Cap Drop: Henlo/BNKR (-98%/-53%)
• Most Resilient Infra Token: Virtuals (+16% market cap, strong liquidity)
• Biggest Mindshare Spike: TNSR (+0.90%), ahead of its Hustle 2.0 update.

Data Source: @cookiedotfun

Track AI Agents: Join 400k+ users leveraging Cookie Analytics. Premium features available with 10k Cookie tokens.

[Partho Malaker @partho_malaker]

@eshan362710 I am also Bangladeshi. I also Invested in $Flow. But it just dumping.

[Partho Malaker @partho_malaker]

@eshan362710 Are u from Bangladesh??

[Partho Malaker @partho_malaker]

@turtle9001xyz @FlowAgentApp is a scam?
Are u sure? I invest on it...

[Partho Malaker @partho_malaker]

@Jeetislav_Dip_ @tantraxyz Plez Share ur thoughts on this manipulation....

[Partho Malaker @partho_malaker]

@FlowAgentApp Are u guys Dead?

[Partho Malaker @partho_malaker]

@KevTheCryptoDev @Krawlarr @FlowAgentApp Suspicious...
May be another scam project...

[Partho Malaker @partho_malaker]

@FlowAgentApp We Invest on u guys, we trust u...
Are u really a scammer.!!
Market is down hard day by day.
Don't u guys have 5 mins to answer or post.

[Partho Malaker @partho_malaker]

@tantraxyz What about $Flow?

[Partho Malaker @partho_malaker]

@tantraxyz $FLOW This much low is not normal are u still holding it.?

[Partho Malaker @partho_malaker]

@tantraxyz What's ur take on $FLOW. No Updates no tweets and market dumping day by day.

[Partho Malaker @partho_malaker]

@quoc_quocminh It's a good project. Why u call it a scam?

[Partho Malaker @partho_malaker]

@Musabba8 So should I do?
Sold my tokens or hold?

[Partho Malaker @partho_malaker]

@tantraxyz Where are u, Bro?
Miss ur Post and Updates.....

[Partho Malaker @partho_malaker]

@watchingmarkets Do u sell ur $Flow ai agent coin? It dumps day by day. It have any good future?

[Partho Malaker @partho_malaker]

@nomorecomingova What the uses of $hiber?

[Partho Malaker @partho_malaker]

@Tombabomba87 Is Gemxbt a scam? Now 40% loss in Gemxbt. Should I sell my token or Hold?

[Partho Malaker @partho_malaker]

@tantraxyz Which Bot is better $Solaya or $Flow?

[Partho Malaker @partho_malaker]

@agentcookiefun @agentcookiefun When Will u launch ur own coin?