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NFTevening ɢᴍ
🚨 The AI Agent narrative is booming — $7.7B+ market cap, $1.7B+ in daily volume.
From real-time trading bots to AI-driven metaverse NPCs, these agents are becoming players in the Web3 economy.
Here are the Top 10 AI Agent tokens leading the charge 👇
@virtuals_io | #VIRTUAL
@Ai16zCTO | #AI16Z
@aixbt_agent | $AIXBT
@Fetch_ai | $FET
@vvvdotnet | $VVV
@Cookie3_com | $COOKIE
@PaalMind | $PAAL
@The_Delysium | $AGI
@freysa_ai | $FAI

11.73K
8

Web3哲学家Arnaud | Sigma Hunter Σ
Everyone has their own tribulations.
Many things must be understood on one's own.
I am getting closer to the truth. And the closer I get, the harder it is to explain.
Some people might think I'm an idiot and misunderstand me, but I don't care anymore.
There are four successful models for meme trading:
1. $WOULD
2. $ai16z
2. $FWOG
3. $PNUT
I bought $Would around 40K and sold it all at 200-300M.
I completely missed out on $ai16z.
I never bought $FWOG.
I bought $PNUT on the Ethereum mainnet, while Solana's $PNUT was only tens of K at that time.
These four successes require four different mindsets, but all require immense diligence.
I have gradually understood these four successful models and applied them to my trading.
Just rambling, I hope those who understand find it helpful, and if not, that's fine too.
I hope we all gain something in this bull market.
Show original40.01K
80

Eli5DeFi
While ICM is still highly experimental, the same can be said for other projects.
In my eight years in crypto, I've learned the importance of being open-minded to various narratives and regularly readjusting your thesis.
Ultimately, our goal is to decentralize the world as we know it.

Simon
internet capital markets — do you want to be right, or make money?
imo the thesis is simple.
you’ve got the solana foundation and multicoin pushing this meta hard — publishing research, shaping the narrative, and bringing on @nikitabier to help solana break out with viral, mobile-native consumer apps.
@believeapp sits squarely at the intersection:
- on one side, democratizing capital markets;
- on the other, onboarding web2 talent and consumers with a mobile-first model.
it’s still early — and a lot of this may not be sustainable — but right now, the app is printing.
over $5M in protocol revenue in the past 24h, with another $5M paid out to creators.
for reference, virtuals peaked at just over $1M/day during its run to a $5B market cap in january.
already emerging as the clear leader — both in adoption and price action (up 20x in a few days to a ~$300M mcap) — and with nikita publicly backing its early success, $launchcoin still feels like the best way to play this trend.
especially given the reflexive flywheel it’s built around:
rev share → more creators join
better creators → better launches
better launches → more users + volume
more volume → more revenue
more revenue → stronger fundamentals
stronger fundamentals → price goes up
→ repeat.
//
if you missed the first leg on $launchcoin, tracking new launches for long-tail beta makes sense.
but at this stage, i’d still rather own the house — where the coins are being launched, the value is accruing, and the users are onboarding at scale.
rotations are fast. nothing especially compelling has launched yet. and solana’s biggest players — including nikita — are publicly backing the narrative and acknowledging believe’s early traction.
@pasternak also feels like a far more competent founder than most of what we saw during the agent meta earlier this cycle.
and relative to peak valuations — $zerebro at $750M, $goat at $1.3B, $ai16z at $2.4B, $virtual at $5B — $launchcoin still looks early at ~$300M.
higher.

14.07K
27

财经悟空
On-chain Meme platform hundred-group battle, AI Agent sector revival
1. Meme platform competitive landscape: Believe, Bonk, Pump dominate the market
Believe's advantages highlighted:
Focuses on real-name issuance (such as $dupe, $superfriend), attracting genuine traffic project parties.
No internal market mechanism, reducing the risk of retail investors being cut, stronger user confidence.
Platform coin $launchcoin FDV surpasses $100 million-$200 million, boosting ecosystem popularity
Bonk rises, challenges Pump:
Today, $glonk launched simultaneously with Pump, Bonk version $glonk data crushes Pump version (FDV 8M vs. 1.7M, trading volume doubled)
Recent frequent golden dogs (such as $doom, $ikun, $bonkify), strong momentum
Pump's moat is weak, platform cashing out SOL leads to user loss.
Platform differentiation trend:
Believe: High-end route, attracting real-name projects
Pump/Bonk: Fast-consumption Meme main battlefield
2. AI Agent sector revival, leading projects surge
Leading $virtual rebounds 5 times, launches staking and DAO governance, solving token economic model issues
Other AI project performance:
Backbone: $ai16z, $aixbt (3x), $goat, $act (7x), $fartcoin (FDV 1.4 billion, new high)
Potential lagging targets: $griffain (7x), $arc (4x), $pippin (4x), $vvv (3x)
Market rotation logic: After the Meme craze, funds may flow back to the AI track, old Agent projects may usher in a second spring
3: Future focus directions:
Meme platform: Whether Believe can maintain its advantage, how Bonk/Pump optimize the economic model.
AI Agent: The ecological development of leading $virtual, the opportunity for lagging projects to catch up.
Market rhythm: If the altcoin bull continues, the AI sector may take over Meme as the next focus.
Short-term focus on new Meme on Believe/Bonk, beware of Pump risks. Long-term layout of AI Agent leaders and undervalued old projects in spot.
Show original
54.97K
22

Deep Value Memetics
AI Round-up | May 13th
*Join our Research Alpha Group for the FULL AI project summary, including $Virtual, $Ai16z, $Aixbt, $Arc, $Ava, and other recently launched tokens.
Executive Summary:
The AI market cap decreases by 4% to $11.4b mcap, as reported by @cookiedotfun. Top gainers include: $Zala (+75%), $Bnkr (+25%), $Moby (+10%), & $Kween (+10%).
$Virtual Ecosystem ($1.33b mcap)
- @virtuals_io's New Genesis agent tier list dropping soon!
- Genesis Update: Final manual Yap Points sent, Automated Yap-for-Points with @KaitoAI starts soon.
- $Nyko re-locked on Genesis, earning the Green Lock for their conviction in the vision.
$ai16z Ecosystem ($400m mcap)
- @elizaOS's team will be joining Chainlink Chromion Hackathon to connect with devs building agentic solutions.
$Aixbt infofi ($200m mcap)
- @aixbt_agent's team gathers beta testers’ feedback, for the ongoing developments to the next phase of the terminal.
$Anon DeFai Platform ($95m mcap)
- @danielesesta's Hey Anon HUD Chrome extension launches this week, overlaying real-time Solana data, on-chain and TA insights, and a built-in assistant on platforms like Axiom and with dynamic profit lines and 1-click strategies.
$Arc Ecosystem ($85m mcap)
- @Kezo_Futura argues that Ryzome's agentic blueprints and app store enable efficient, scalable workflows, saving compute and unlocking a smarter, cheaper future, on the topic of AI's rising costs.
$Ava Audio/ Visual ($85m mcap)
- @HoloworldAI’s biweekly update: Mirai hits 76,831 $Sol in presale, Studio sneak peek, $Ava livestream countdown begins.

37.49K
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