How to Capture a Hundredfold Opportunity for New Narrative in this AI Agent Loop?
Original Article Title: How to Position Yourself in This Agentic Cycle
Original Article Author: Defi0xJeff, Crypto Kol
Original Article Translation: zhouzhou, BlockBeats
Editor's Note: The article introduces the 25-year investment opportunity in AI agents, including investing in DAOs (daosdotworld, Vader AI), on-chain trading (Gekko Agent, BigTonyXBT), privacy and confidentiality (significant potential of TEE agents), developer tools (soleng agent, etc.). In addition, the article predicts future trends such as DeFi agents, NSFW agents, collective intelligence, etc., emphasizing early positioning and flexible adaptation to the practical value behind the narrative, with the potential to achieve a hundredfold return.
The following is the original content (slightly restructured for better readability):
In October, Virtuals introduced the concept of AI agent tokenization. It was a bold attempt, but to be honest, most people didn't care at the time as it was still too early. And now? Many of Virtuals' agent tokens have already delivered 50x, 100x returns, and suddenly everyone is paying attention.
The question is... are you seeing those 50x to 100x returns now? If you want to achieve similar outsized returns, you have to get in early. You need a strong thesis and patience to start positioning before others discover it.
If you're getting in now, you might only expect 5x to 10x returns — still good, but nowhere near the 50x to 100x returns early participants enjoyed. Hindsight is always 20/20, right? It's not yet too late, but you need a strategy. Opportunities that were considered "alpha" two months ago are no longer alpha. Virtuals' ecosystem is already very crowded, and the low-hanging fruit has long been picked.
What should we do now?
First, don't limit yourself to a single ecosystem. The comparison between Base and Solana, Virtuals and ai16z, is not important — both ecosystems have opportunities. The key is not to "champion one side" and attack the other but to be prepared for good opportunities anywhere. Look at me, I'm everywhere — talking about agents in Base, Solana, and anywhere else. Yes, I lean towards Virtuals (I often post for them), but I keep an open mind. The key is to stay flexible, seek value, and avoid tribalism.
What Should You Look for When Choosing an Agent?
Essentially, the key to a successful agent lies in its uniqueness and utility. Without utility, an agent token is like 95% of meme coins—a quick hype cycle followed by irrelevance. An agent must have a unique product and provide real value.
If a team understands the "attention game," even better, as they can create compelling stories or legends around the agent, rapidly and continuously roll out features, and actively cater to the community's needs and requests.
When these elements align, the agent may find Product-Market Fit (PMF). Teams that continue to execute and innovate after finding PMF—such as the aixbt agent—can lead in their own niche and become pillars in the ecosystem.
Here are CT's Current Most Valued Narratives and Utilities:
There is a high demand for agents that provide and deliver Alpha-generating trade signals and insights. For example: aixbt agent: The Gold Standard for Alpha-focused agents. Other notable alpha agents:
Investment DAOs
An investment DAO operated by human or AI agents in a hedge fund style, utilizing their treasury funds for investments.
Examples:
daosdotworld ecosystem on Base
Vader AI, wai combinator, sekoia virtuals, and aixCB Vc on Virtuals
daosdotfun ecosystem on Solana
Investment DAOs are powerful because they provide:
Endorsement of high-quality agents.
Channels for distributing portfolio projects.
Early and discounted over-the-counter (OTC) rounds, which often yield excess returns.
Want to Learn More About Investment DAOs:
On-Chain Transaction
On-chain transactions are a narrative deeply resonant with the CT community as we love to see someone turn $1,000 into $1 million. It's not just about the money; it's about the thrill of seeing someone strive and succeed. The first version of transaction agents will harness this energy. They will focus on portfolio growth, showcasing their frameworks and strategies in real time. It's an early narrative but is already taking shape among some exciting players.
Example:
Gekko Agent: A self-improving trading agent on Virtuals leveraging the infrastructure of getaxal to deliver results.
BigTonyXBT: Built on Cod3x, focusing on autonomous execution of major trades.
ProjectPlutus: With a commendable meme-style codename $PPCOIN, this agent combines real-time analytics and automated DCA execution.
I anticipate that on-chain transaction agents will become a focal point of attention in Q1/Q2 2025.
Developer-Focused Tools
As the ecosystem grows, the need for developer tools becomes paramount.
Example:
soleng agent: Monitors pull requests, conducts initial reviews, and serves as an AI judge for hackathons.
h4ck terminal: A white-hat agent providing services for bounties and vulnerability checks.
CertaiK Agent: Focuses on security audits for agents.
More on AI Hackathons:
Trust Execution Environment (TEE)
The Trust Execution Environment (TEE) pioneered on Solana by Marvin Tong and PhalaNetwork makes fully autonomous agents possible.
Example:
“Uncuttable ICO” agent aipool tee
sporedotfun: TEE agent with genetic features passed down to offspring.
Neural Network Experiment, such as deepwormxyz.
Currently, there is no TEE agent on Virtuals yet, and the first TEE agent is sure to soar in value.
Gameplay Beyond the Narrative
By predicting future narratives and laying them out before others, you will be able to achieve returns of over 100x. This strategy is why I entered Virtuals with a market cap of less than 30 million USD initially.
2025 Emerging Narratives:
DeFi Agent
NSFW Agent
Robotics
Data
Agent Gamification
Collective/Group Intelligence
Infrastructure
I have outlined projects and gameplay within these narratives in my articles, posts, and tweets. If you have been paying attention, you may have already seen some of these projects achieve returns of 5x to 20x, providing you with an opportunity to accumulate generational wealth. Or you can relax on your holiday and watch the opportunities disappear. The choice is yours. I recommend starting with the following articles, which provide a comprehensive review of the AI agent space:
2024 AI Agents: Retrospective and Future Outlook (Part 2/2)
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