There’s a strong possibility that there won’t be a full-blown alt season where everything goes up.
Altcoin dispersion - there are too many tokens now, and there’s not enough liquidity to pump them all (even if retail’s back in full force).
Only some sectors get a full-blown altcoin season. Right now, you’re in that season now with A.I. Agents.
While the market is bleeding red, this sector is breaking all-time highs. It’s a blackhole that’s sucking liquidity and attention. If you missed DeFi Summer in 2020, or the Alt Layer 1 trade in 2021…
THE UNIVERSE IS GIVING YOU ANOTHER CHANCE. Don’t try to be contrarian. Don’t try to be cute.
If you’ve been sidelined for a while, you may be wondering if it’s “too late” to enter. I doubt it:
I’m mainly going to talk about A.I. Infrastructure plays because they’re the best risk / reward now.
Instead of picking individual agents, you’re pretty much owning the whole casino. In a gold rush, the richest people were the ones selling picks and shovels.
(I’ll do a separate thread on A.I. agents in the future)
Let’s dive in.
@virtuals_io - ($4.6B) - The Current King
Virtuals has positioned itself as the go to launchpad for A.I. Agents.
It’s dominating Base, but it could expand to other chains. Co-founder, @ethermage, has teased a ready-to-launch platform on Solana. They’re also exploring expanding to @HyperliquidX and @AbstractChain in 2025.
They recently posted about their high-level strategy initiatives such as attracting top agent builders, improving the tech, and making Virtuals the fairest place for agent investment. Pay close to attention to how they plan on making this a reality.
Could we see A.I. agent revenue share soon?
The 3 biggest strengths:
I hate making price predictions, but it’s possible Virtuals can enter the top 10 market cap this cycle.
Ai16z has had quite the rollercoaster ride since its inception. Ai16z is the home of the leading agent framework, ElizaOS. It’s the #1 trending repository on Github.
The biggest complain before was their tokenomics, and how they weren’t capturing value. They’re about to do an overhaul which unveil a new Launchpad, set for Q1 2025.
Projects launching on the Eliza framework will:
It’s like owning part of the casino where every new agent pays to play.
Think long-term sustainability without fire sales.
The idea? Turn $AI16z into the glue binding the entire decentralized AI stack. Think $ETH or $SOL but for autonomous agents.
Is Virtuals or Ai16z Better?
Virtuals: I really their strategy. They think far ahead, and it does feels like everyone else is just playing catch up. They’re also riding the momentum of the Base ecosystem.
Ai16z: From what I’ve seen, ElizaOS does seem like better tech for developing agents. And their tokenomics overhaul will solve many of the issues they had.
I know this industry loves tribalism, but you don’t have to pick sides. I’m not sure who’s going to win in the long run - it’s simpler just to own both. (I am more allocated towards Virtuals and its ecosystem).
Many industries eventually consolidate to becoming a 2 horse race. Apple and Android. Coke and Pepsi. Could we see the same for this sector?
Virtuals and Ai16z are dominating, but it’s still early. If you want higher returns, then consider some beta plays.
ZereBro ($632mc) - The Pivot is here
ZereBro started as a generic A.I. agent that also made music. But now it’s pivoting into a full-stack framework for creating other agents.
Zerepy is an open sourced agent framework based on Python. Python’s a big deal.
it’s the most popular programming language in the world
Most of the A.I. tooling and library are written in Python
It’ll let you launch your own agent that’s similar to Zerebro.
The biggest catalyst is the Zentients Agent Platform that’s coming in early 2025.
This new launchpad ties value directly to $ZEREBRO. Every agent created will funnel value back through launch fees, LP bonding, and innovative mechanisms that lock liquidity.
It’s now part of the thriving Virtuals ecosystem, launching a ZereBro/Virtual pool on @Base to expand its reach.
They’re running a similar playbook to the current kings, but it’s trading at a much lower valuation now.
$ARC (@arcdotfun) - MC: $358m - AI Agents Framework Built on Rust
Arc .fun is building an open-source agents framework named Rig. This is the only agent framework built on Rust at the moment. This is a big deal because Rust is Solana’s native language.
What Make $ARC Interesting?
Basically, Arc = Rust and Good codebase.
$GRIFFAIN - MC: $457m - The A.I. App store of Solana
Griffain allows you to search anything and do anything on-chain by using natural language with your own agent.
Key Notes
This project to be interesting.
I’m trying to look at where the puck is going. Everyone keeps criticizing agents as “chatbots” and lack utility. Griffain is setting up the infrastructure for agents that can be useful onchain.
REI ($153mc) - A Smarter Take on AI Agents
At its core, REI isn’t just another Ai agent bot. It’s a full-stack framework combining AI innovation with blockchain.
Think of it as AI that doesn’t just act but learns, reasons, and adapts
What does it do? REI primarily interacts with users through X, where her cognitive architecture enables natural, context-aware interactions.
How does she work? Her Oracle Bridge connects off-chain data, while ERCData Standard structures it for gas-efficient on-chain use.
Together with REI’s 4-Layer Cognitive Model (Thinking, Reasoning, Deciding, Acting), this allows her to learn, adapt, and deliver deterministic execution.
Recent Developments shaping REI’s potential:
What’s the big picture? REI isn’t just about smarter bots. It’s shaping decentralized intelligence by combining AI x blockchain precision.
If you’re looking for the future of autonomous agents, REI is a framework worth watching.
$VAPOR - (MC: $154m) - First and Only AI Agent Launchpad on Hyperliquid
Vapor is a native AI Agent launchpad on Hyperliquid, and was built using the @ai16zdao Eliza framework.
Key Notes
MODE ($114mc) - Where A.I. Agents Meet DeFi
You can think of Mode Network as an ETH Layer 2 that focuses on scaling DeFi to billions of users through on-chain AI Agents.
“by 2026, more than 80% of on-chain TX will be via AI agents”. If you believe this to be the case, then Mode will get you exposure.
What’s happening on Mode?
Developments on AI Agent App Store. Currently hosts few live agents, including:
Mode’s vision? Build the infrastructure for an on-chain agent economy. With the Synth Testnet, BitcoinOS integration, and growing AI agents
$GAME (@game_virtuals) - MC: $390m - The Virtuals Framework
G.A.M.E was the first infrastructure project that allowed developers to integrate AI Agents into games.
From Virtuals:
“Every society has core infrastructure crucial to its growth and development. @game_virtuals plays that role as the Shopify for Virtuals, with @base acting as SWIFT.”
Notable Traction
G.A.M.E. still feels undervalued because people don’t really know what it does. And the G.A.M.E. team themselves don’t really shill it
(there’s like 5 tweets total from the official account. The bros haven’t even updated the twitter header lol)
A similiar and higher risk play is CONVO which powers the conversations on Virtuals.
Soul Graph (@soulgra_ph"">@soulgra_ph) $GRPH - ($36mc) - Making Agents more Human Like
Imagine if other frameworks shape the “hard” skill of the agents, Soul graph shapes its ‘soft” skill and makes it more human. Its framework aims to add personality to new or existing AI Agents.
“we’re building open source tools & provide infra that let developers give their agents an evolving personality, persistent memory and real time comms”
Key Notes
I think this is going to be big.
Thesis: Character ai is huge. Normies log into that website and spend hours talking to A.I. text. Google just bought them for $2.7B). So imagine if people could talk to A.I. agents in real-time. And these agents have human like personalities / memories.
That’s what Soul Graph does. Go to the website and see for yourself.
This article’s getting quite long, and I’m unable to cover every single protocol. Here are a few other protocols to pay attention to.
• Bully (@dolos_diary) - Started as a roasting account. It now features @dolion_ai which is a framework for social media a.i. agents.
• TopHat (@tophat_one) - Solana agent launchpad.
• Swarm Node @Swarmnode - Think of it like AWS Lambda, but specifically for AI agents and frameworks.
• Cookie Fun @cookiedotfun - it’s like the DeFiLlama / Kaito of A.I. agents - it tracks data such as mindshare & smart engagement / marketcap Advanced features are token gated.
First, everyone should have exposure to both Virtuals and AI16z. They’re clearly dominating and I don’t see signs of that slowing down. Don’t underestimate network effects.
If you’re considering some beta plays, here’s what I’m looking at:
• LaunchPad on a new Hot Chain. This is a playbook straight from 2021. Virtuals dominates Base. So, bet on the LaunchPad for other hot chains. This is why Vapor has skyrocketed in price because Hyperliquid’s so hot right now.
• Is it Niche’ing down? It’s hard to launch a general purpose Layer 1 or Layer 2 now. Instead, you gotta focus on something like being the “gaming chain.” This is why I find Mode interesting as it’s laser focusing on A.I. agents x DeFi, or how Griffain is focused on natural language.
• Programming Language. Infrastructure projects need agents. Agents need developers. Developers have their preferred programming language. This is where Zerebro (Python) and Arc (Rust) Shine.
“Too many launchpads and frameworks” - Bros, do you see how many layer 1s and and layer 2s there are? We’re doing fine. This entire space is new and moving fast. If you want to build a new city, it makes sense to build the roads, bridges, and pipes first.
“Most of this are garbage and will go to zero” - This is crypto. Most things go to shit, but the stuff that survive changes the game.
“A.I. sector has topped” - you’re not gonna make it. Don’t midcurve it.
“All the a.i. agents suck” - there was a time when people were too scare to order things online. I also remember when the first iPhones couldn’t copy and paste. We’re early. This is a bet on the future.
I knew there would be a bull run this cycle. What I wasn’t sure of his what new game-changing primitive would be introduced.
What would be the “DeFi” or “NFT” moment for this cycle. The one sector that would re-invigorate all the developers. The sector that would make retail go “ah ha” and ape in.
I wasn’t sure if there was going to be one. But the good news is…it’s here.
This is your chance to make it - don’t fuck it up.
If you enjoyed this article, please help me by engaging with this. Took a ton of time to research and write.
Disclaimer: Nothing here is sponsored. I have no free allocation to anything. I have exposure to several protocols listed here.
There’s a strong possibility that there won’t be a full-blown alt season where everything goes up.
Altcoin dispersion - there are too many tokens now, and there’s not enough liquidity to pump them all (even if retail’s back in full force).
Only some sectors get a full-blown altcoin season. Right now, you’re in that season now with A.I. Agents.
While the market is bleeding red, this sector is breaking all-time highs. It’s a blackhole that’s sucking liquidity and attention. If you missed DeFi Summer in 2020, or the Alt Layer 1 trade in 2021…
THE UNIVERSE IS GIVING YOU ANOTHER CHANCE. Don’t try to be contrarian. Don’t try to be cute.
If you’ve been sidelined for a while, you may be wondering if it’s “too late” to enter. I doubt it:
I’m mainly going to talk about A.I. Infrastructure plays because they’re the best risk / reward now.
Instead of picking individual agents, you’re pretty much owning the whole casino. In a gold rush, the richest people were the ones selling picks and shovels.
(I’ll do a separate thread on A.I. agents in the future)
Let’s dive in.
@virtuals_io - ($4.6B) - The Current King
Virtuals has positioned itself as the go to launchpad for A.I. Agents.
It’s dominating Base, but it could expand to other chains. Co-founder, @ethermage, has teased a ready-to-launch platform on Solana. They’re also exploring expanding to @HyperliquidX and @AbstractChain in 2025.
They recently posted about their high-level strategy initiatives such as attracting top agent builders, improving the tech, and making Virtuals the fairest place for agent investment. Pay close to attention to how they plan on making this a reality.
Could we see A.I. agent revenue share soon?
The 3 biggest strengths:
I hate making price predictions, but it’s possible Virtuals can enter the top 10 market cap this cycle.
Ai16z has had quite the rollercoaster ride since its inception. Ai16z is the home of the leading agent framework, ElizaOS. It’s the #1 trending repository on Github.
The biggest complain before was their tokenomics, and how they weren’t capturing value. They’re about to do an overhaul which unveil a new Launchpad, set for Q1 2025.
Projects launching on the Eliza framework will:
It’s like owning part of the casino where every new agent pays to play.
Think long-term sustainability without fire sales.
The idea? Turn $AI16z into the glue binding the entire decentralized AI stack. Think $ETH or $SOL but for autonomous agents.
Is Virtuals or Ai16z Better?
Virtuals: I really their strategy. They think far ahead, and it does feels like everyone else is just playing catch up. They’re also riding the momentum of the Base ecosystem.
Ai16z: From what I’ve seen, ElizaOS does seem like better tech for developing agents. And their tokenomics overhaul will solve many of the issues they had.
I know this industry loves tribalism, but you don’t have to pick sides. I’m not sure who’s going to win in the long run - it’s simpler just to own both. (I am more allocated towards Virtuals and its ecosystem).
Many industries eventually consolidate to becoming a 2 horse race. Apple and Android. Coke and Pepsi. Could we see the same for this sector?
Virtuals and Ai16z are dominating, but it’s still early. If you want higher returns, then consider some beta plays.
ZereBro ($632mc) - The Pivot is here
ZereBro started as a generic A.I. agent that also made music. But now it’s pivoting into a full-stack framework for creating other agents.
Zerepy is an open sourced agent framework based on Python. Python’s a big deal.
it’s the most popular programming language in the world
Most of the A.I. tooling and library are written in Python
It’ll let you launch your own agent that’s similar to Zerebro.
The biggest catalyst is the Zentients Agent Platform that’s coming in early 2025.
This new launchpad ties value directly to $ZEREBRO. Every agent created will funnel value back through launch fees, LP bonding, and innovative mechanisms that lock liquidity.
It’s now part of the thriving Virtuals ecosystem, launching a ZereBro/Virtual pool on @Base to expand its reach.
They’re running a similar playbook to the current kings, but it’s trading at a much lower valuation now.
$ARC (@arcdotfun) - MC: $358m - AI Agents Framework Built on Rust
Arc .fun is building an open-source agents framework named Rig. This is the only agent framework built on Rust at the moment. This is a big deal because Rust is Solana’s native language.
What Make $ARC Interesting?
Basically, Arc = Rust and Good codebase.
$GRIFFAIN - MC: $457m - The A.I. App store of Solana
Griffain allows you to search anything and do anything on-chain by using natural language with your own agent.
Key Notes
This project to be interesting.
I’m trying to look at where the puck is going. Everyone keeps criticizing agents as “chatbots” and lack utility. Griffain is setting up the infrastructure for agents that can be useful onchain.
REI ($153mc) - A Smarter Take on AI Agents
At its core, REI isn’t just another Ai agent bot. It’s a full-stack framework combining AI innovation with blockchain.
Think of it as AI that doesn’t just act but learns, reasons, and adapts
What does it do? REI primarily interacts with users through X, where her cognitive architecture enables natural, context-aware interactions.
How does she work? Her Oracle Bridge connects off-chain data, while ERCData Standard structures it for gas-efficient on-chain use.
Together with REI’s 4-Layer Cognitive Model (Thinking, Reasoning, Deciding, Acting), this allows her to learn, adapt, and deliver deterministic execution.
Recent Developments shaping REI’s potential:
What’s the big picture? REI isn’t just about smarter bots. It’s shaping decentralized intelligence by combining AI x blockchain precision.
If you’re looking for the future of autonomous agents, REI is a framework worth watching.
$VAPOR - (MC: $154m) - First and Only AI Agent Launchpad on Hyperliquid
Vapor is a native AI Agent launchpad on Hyperliquid, and was built using the @ai16zdao Eliza framework.
Key Notes
MODE ($114mc) - Where A.I. Agents Meet DeFi
You can think of Mode Network as an ETH Layer 2 that focuses on scaling DeFi to billions of users through on-chain AI Agents.
“by 2026, more than 80% of on-chain TX will be via AI agents”. If you believe this to be the case, then Mode will get you exposure.
What’s happening on Mode?
Developments on AI Agent App Store. Currently hosts few live agents, including:
Mode’s vision? Build the infrastructure for an on-chain agent economy. With the Synth Testnet, BitcoinOS integration, and growing AI agents
$GAME (@game_virtuals) - MC: $390m - The Virtuals Framework
G.A.M.E was the first infrastructure project that allowed developers to integrate AI Agents into games.
From Virtuals:
“Every society has core infrastructure crucial to its growth and development. @game_virtuals plays that role as the Shopify for Virtuals, with @base acting as SWIFT.”
Notable Traction
G.A.M.E. still feels undervalued because people don’t really know what it does. And the G.A.M.E. team themselves don’t really shill it
(there’s like 5 tweets total from the official account. The bros haven’t even updated the twitter header lol)
A similiar and higher risk play is CONVO which powers the conversations on Virtuals.
Soul Graph (@soulgra_ph"">@soulgra_ph) $GRPH - ($36mc) - Making Agents more Human Like
Imagine if other frameworks shape the “hard” skill of the agents, Soul graph shapes its ‘soft” skill and makes it more human. Its framework aims to add personality to new or existing AI Agents.
“we’re building open source tools & provide infra that let developers give their agents an evolving personality, persistent memory and real time comms”
Key Notes
I think this is going to be big.
Thesis: Character ai is huge. Normies log into that website and spend hours talking to A.I. text. Google just bought them for $2.7B). So imagine if people could talk to A.I. agents in real-time. And these agents have human like personalities / memories.
That’s what Soul Graph does. Go to the website and see for yourself.
This article’s getting quite long, and I’m unable to cover every single protocol. Here are a few other protocols to pay attention to.
• Bully (@dolos_diary) - Started as a roasting account. It now features @dolion_ai which is a framework for social media a.i. agents.
• TopHat (@tophat_one) - Solana agent launchpad.
• Swarm Node @Swarmnode - Think of it like AWS Lambda, but specifically for AI agents and frameworks.
• Cookie Fun @cookiedotfun - it’s like the DeFiLlama / Kaito of A.I. agents - it tracks data such as mindshare & smart engagement / marketcap Advanced features are token gated.
First, everyone should have exposure to both Virtuals and AI16z. They’re clearly dominating and I don’t see signs of that slowing down. Don’t underestimate network effects.
If you’re considering some beta plays, here’s what I’m looking at:
• LaunchPad on a new Hot Chain. This is a playbook straight from 2021. Virtuals dominates Base. So, bet on the LaunchPad for other hot chains. This is why Vapor has skyrocketed in price because Hyperliquid’s so hot right now.
• Is it Niche’ing down? It’s hard to launch a general purpose Layer 1 or Layer 2 now. Instead, you gotta focus on something like being the “gaming chain.” This is why I find Mode interesting as it’s laser focusing on A.I. agents x DeFi, or how Griffain is focused on natural language.
• Programming Language. Infrastructure projects need agents. Agents need developers. Developers have their preferred programming language. This is where Zerebro (Python) and Arc (Rust) Shine.
“Too many launchpads and frameworks” - Bros, do you see how many layer 1s and and layer 2s there are? We’re doing fine. This entire space is new and moving fast. If you want to build a new city, it makes sense to build the roads, bridges, and pipes first.
“Most of this are garbage and will go to zero” - This is crypto. Most things go to shit, but the stuff that survive changes the game.
“A.I. sector has topped” - you’re not gonna make it. Don’t midcurve it.
“All the a.i. agents suck” - there was a time when people were too scare to order things online. I also remember when the first iPhones couldn’t copy and paste. We’re early. This is a bet on the future.
I knew there would be a bull run this cycle. What I wasn’t sure of his what new game-changing primitive would be introduced.
What would be the “DeFi” or “NFT” moment for this cycle. The one sector that would re-invigorate all the developers. The sector that would make retail go “ah ha” and ape in.
I wasn’t sure if there was going to be one. But the good news is…it’s here.
This is your chance to make it - don’t fuck it up.
If you enjoyed this article, please help me by engaging with this. Took a ton of time to research and write.
Disclaimer: Nothing here is sponsored. I have no free allocation to anything. I have exposure to several protocols listed here.