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Apr 23, 2022 8 tweets 3 min read Read on X
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More from @CryptoStreamHub

Dec 22
🧵I researched Agents with strong upcoming catalysts for you 👇

• #AI16z -> Tokenomics
• $ARC -> Agent LP
• $ZODS -> V2 + expand Early Access
• $FXN -> Version 2 upgrade

(includes catalyst, ETA & significance) Image
The goal of the post below is to collect agent projects with a strong catalyst in one place.

If you find this helpful I appreciate a like/repost on the first post above.

Not financial advice.
#AI16z | @ai16zdao

• Catalyst: Tokenomics Change
• Expected Date: Unknown
• Valuation: $736m

What’s Happening: AI16z has formed a team to research and improve the tokenomics of $AI16z. Image
Read 12 tweets
Dec 19
🧵I researched Agents to pick up in this dip, here are the most exciting projects👇

Projects I cover in this thread:

• #AI16z
• #ZEREBRO
• $ARC
• $AIXBT
• #GRIFFAIN
• $GRIFT
• $ZODS
• $ALCH Image
#AI16z | @ai16zdao

Catalyst: Binance Listing Rumors

Traction: Most advanced agent repo

Team: Fully Doxxed/DAO/Foundation

Token Use-case: No Use Case

Risk: Competitors gaining traction

Valuation: $750m

Discount: Down 23% from ATH Image
#ZEREBRO | @0xzerebro

Catalyst: Zerepy launch

Traction: Was the most advanced agent

Team: Fully Doxxed

Token Use-case: No Use Case (yet)

Risk: Depends on Zerepy success

Valuation: $294m

Discount: Down 52% from ATH Image
Read 10 tweets
Dec 14
🧵 My thoughts about popular AI projects going into next week. 👇

Covering: Fundamentals, TA, and Catalysts for the following projects:

• #AI16z
• $ALCH
• $ARC
• $REALIS
• $JAIL
• $FARM

& a few more like $BULLY etc. Image
Hey would be awesome if you could like/repost the post above to push it in the algorithm.

Would make my day! :)
#AI16z - my largest holding, I'm slightly bearish going into the weekend.

The $1B FDV is a strong level for profit-taking.

We approached this level a few times and I doubt that we break this on the weekend.

I'm comfortable holding this because this is one of the best long-term holds you can have right now imo.

There are a few catalysts that I can think of that can push #AI16Z past the $1b resistance.

Good chance we see some of that next week just before Christmas.Image
Read 12 tweets
Dec 12
[Updated] - These are the most exciting projects in the Agent Narrative right now:

Memes:

• $GOAT
• #Fartcoin
• $MANA (new launch)

Frameworks:

• #VIRTUAL
• #AI16z
• #Zerebro
• $ARC (new launch)

Infrastructure:

• #GRIFFAIN
• #VVAIFU
• $EMP
• $HAT
• $REALIS (new launch)
• $FXN (new launch)

Others:

• $ALCH
• $JAIL (new launch)

Community Favorites:

$VOYAGE
$OUTER
$KWEEN
$QGG
$BINARY

Some projects with an interesting use case explained (no particular order) 👇Image
Why I like $REALIS:

Realis builds a 3D environment to observe agents, which reminds me of the initial Discord servers that got people excited.

Also, I believe many of your favorite Agents will participate in this project.

This brings me to the conclusion that we are not even close to the attention peak that $REALIS will generate.

I'm a trader who trades attention.
Why #Griffain is interesting:

Judging from the limited footage that I saw it looks like they are building actual useful agents.

Griffain was born at a Solana Hackathon and I heard that the developer worked on some kind of infrastructure that is used by Solana.

It's Solana's chosen agent project.

Unfortunately, I faded when it was $7m.
Read 6 tweets
Nov 23
Okay, here is the current landscape of Agents

Ticker | Valuation | % Share

• $Goat - $973.5m | 23.61%
• #Virutals - $540.6m | 13.11%
• #Zerebro - $456.3m | 11.07%
• $Act - $451.3m | 10.95%
• $Bully - $354.3m | 8.59%
• #Fartcoin - $311.6m | 7.56%
• #AI16z - $232.7m | 5.64%
• $Chaos - $79.5m | 1.93%
• #Project89 - $66.1m | 1.60%
• $Ava - $63.1m | 1.53%
• #Memesai - $47.7m | 1.16%
• $AVB - $45.4m | 1.10%
• $Lum - $45.0m | 1.09%
• #AIXBT - $44.2m | 1.07%
• $Luna - $42.5m | 1.03%
• $Lola - $37.0m | 0.90%
• $Eliza - $36.1m | 0.88%
• $Fatha - $34.3m | 0.83%
• #Opaium - $30.6m | 0.74%
• #Pippin - $30.5m | 0.74%
• #Neroboss - $26.2m | 0.64%
• $Flower - $25.4m | 0.62%
• #Griffain - $21.6m | 0.52%
• #Shegen - $16.9m | 0.41%
• $Opus - $15.5m | 0.38%
• $Serv - $11.0m | 0.27%
• $Gnon - $9.6m | 0.23%
• $Arata - $9.6m | 0.23%
• $olaris - $9.1m | 0.22%
• $Rex - $8.6m | 0.21%
• $AIKO - $8.6m | 0.21%
• #Kween - $8.6m | 0.21%
• $Vader - $7.3m | 0.18%
• $Zara - $5.7m | 0.14%
• $Mist - $5.3m | 0.13%
• #Vvaifu - $4.7m | 0.11%
• $Kira - $4.4m | 0.11%
• $BTCH - $2.5m | 0.06%

Total Valuation: $4,122.8m | 100%

I'll update you on important changes in the coming days.

(follow to not miss that)
Next steps for me:

I will try to understand each of these projects on a deeper level, so I understand which one has potential and which one is likely to fail.
If you find an error in the table please let me know, so far we found one in Bully and VVaifu.

Already implemented a fix in the script.
Read 4 tweets
Oct 24
The 6 hyped AI Agent Altcoins explained in an easy-to-understand way:

You see $GOAT, $LUNA, or $ACT on the timeline but don't understand which is a memecoin which is an AI Agent?

This post is for you.

🧵Here's the story behind each of them 👇 Image
1 - $GOAT - Memecoin:

The first memecoin that's associated with Truth Terminal an AI that posts on X.

An unknown entity launched $GOAT after Truth Terminal introduced the concept of "Goatseus Maximus".

(Screenshot: @truth_terminal) Image
2 - $LUNA - Co-owned AI Agent:

An Altcoin to Co-Own an AI Agent.

Based on technology by Virtuals, which allows the AI to create content and make on-chain transactions fully autonomously.

Considered more advanced than Truth Terminal.

(Screenshot: Peak into @luna_virtuals's brain - Check out how the AI plans it's next post)Image
Read 8 tweets

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