AI Agent Landscape Feb'25

Covering the Top Market Leaders in each category ↓ Disclaimer: This is a simplified list that only includes top player(s) by Market Cap or by Relevancy. The list will change every month due to the volatility of the sector.

Many infra categories aren't included as I'll be mainly focusing on popular use cases in this list.

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Top 8 Cookie DeFAI Hackathon Projects My thoughts on @cookiedotfun DeFAI Hackathon

I didn't realize until later that projects with tokens were disqualified (even though many were highlighted on the Cookie DeFAI Hackathon dashboard).

Still, there were so many high-quality teams building unique products.

1/13

Top 9 Things You Should Watch for This Week 1. @arcdotfun Launchpad

Arc Forge, launchpad built on top of @MeteoraAG DLLM and @JupiterExchange goes live today (Feb 13) at 9am EST

@askjimmy_ai, trading agent ecosystem as first flagship launch

https://x.com/0thTachi/status/1889797766513373259

AI Agents are bouncing back hard

Here’s a breakdown of the Top 6 strongest sectors leading the charge: The market had a massive sell-off off the back of Trump's Tariff announcement with fear of trade wars with Mexico, Canada, China looming

The fear is now suspended for 30 days after last min negotiations between the two US neighbors

1/14

The agent market has been bleeding for 3-4 weeks straight.

So.....What's next? 🧵 Let's look at what has transpired in the past month

Total Market Cap went down from $21.5BN to $9.5BN, ~55.8% retracement across the board

Almost all of the agents retraced 20-90% during the last 30d making this the largest drawdown we've seen in the sector

1/15

Market Down? Waiting for FOMC?

Here's something to get excited for

Top 10 Curated Updates / Developments in the AI Agent Space ↓ 1. RAGEN

Zihan introduced RAGEN which focuses on reproducing DeepSeek-R1 for training advanced agentic models using reinforcement learning

RL + LLM + Agents ➔ More Autonomous Agents = Better Agentic use cases

https://x.com/wzihanw/status/1884092805598826609

Too many narratives & agents to keep tab on?

Here's a curated list of Top 3 Things to Focus on This Week ↓ Disclaimer: Encourage everyone to do their own research, form your own thesis, and invest in projects that you have conviction in—don’t FOMO in.

If you want to be in the Top 1% on CT, do research & make your own decisions.

Without further ado, let's dig in ↓

Top 7 Projects' Highlights from AI Agent Demo Day Episode 3 w/ @dabit3 ↓ 1. Zo: OS for Human-Agent Coordination

Overview:
@joinzo is building an "agentic web" ecosystem where agents become the primary means of interaction and collaboration online. These agents act as extensions of human intent, enabling decentralized intelligence and automation.

Core Innovations:
- Agent OS: A framework to design, deploy, and monetize agents.
- Multi-Agent Swarms: Collaborative agents working on complex, multi-step queries.
- Knowledge Bases: Integrates diverse data formats (e.g., PDFs, YouTube videos, web content) into the agent’s decision-making processes.

Case Study:
- Created a personalized agent clone of Nader, pulling data from his social media presence to demonstrate knowledge synthesis and customized responses.

- Showed multi-agent swarms answering technical queries, such as analyzing Ethereum’s proof-of-stake mechanism in a collaborative and iterative manner.

- Ethical Data Ownership: Zo ensures agents share revenues generated from user data back to its originators, promoting fair value distribution.

Applications:
- Autonomy for DAOs and decentralized governance.
- Real-time intelligence for individuals and teams.
- NPCs and companion bots in gaming and personal development.

Top 4 Trending AI Agents in the Past 24 Hours

(Bonus at the end) 1. @maxisbuyin_

An agent by @distilled_AI, powered by $MAX – the utility token for @agentsdotland, a multi-chain no-code launchpad for AI agents on Solana and Oraichain (AI L1).

Why the hype?
• $MAX surged +700% PA in the past 7 days.
• Linked to BTC price action due to its BTC bull-posting & prediction capabilities.
• Agentsdotland has successfully launched 3 projects: $MAX $RACKS $GRNT

With $MAX required to be staked/locked for 15 days to get WL access (similar to legacy IDO platforms), demand is soaring.

The team also introduced Agent's Vault, enabling users to stake other agent tokens for revenue sharing & exclusive rewards.

Submission for @solana AI Hackathon is Now Over

Here are the Top 12 Interesting Projects Participating ↓

(A few likely to be potential winners) Disclaimer: This list only includes projects that tweeted their @sendaifun submission.

If you’re unfamiliar with the hackathon or want context, check out this recap of the Gaia, Solana, and Mode Hackathons:

https://x.com/Defi0xJeff/status/1870500836927033730

Top 8 Most Interesting Agents & Agent Developments This Week ↓ TL;DR

- @AgentTankLive | $TANK
- @KWEEN_SOL | $KWEEN
- @unit00x0 | $REI
- @orbitcryptoai | $GRIFT
- @zjasper666 | No token
- @Thales_ai | $THALES
- @sendaifun ideas for Solana Hackathon

InvestmentDAO — The (3,3) Trend Taking Over AI Agents in Dec 2024 ↓ What’s an InvestmentDAO?

According to @daosdotfun, an InvestmentDAO is A creator-funded smart wallet with special rules that invests on behalf of DAO token holders.

Here’s how it works:
• Creators have 1 week to raise funds.
• Investors ape their $SOL at the same price.
• $SOL raised is used to invest in the creator’s favorite projects on Solana.

Meanwhile, a DAO token gets created and starts trading on a Virtual AMM. The price of the DAO token goes up or down based on the success of the DAO’s trading activity.

Feeling Overwhelmed by the AI Agent Narrative?

Start Here ↓

🧵 Beginner's Guide to AI Agent Landscape TL;DR on Where to Start

The two major players to focus on:
• @virtuals_io on Base (#1 AI Agent ecosystem).
• @ai16zdao on Solana (Eliza is the most widely used agent framework).

I've compiled the resources on top narratives, projects (including the above), & people to follow to stay on top of the market below ⇣

Diving into the 𝐓𝐨𝐩 𝟖 𝐈𝐧𝐭𝐞𝐫𝐞𝐬𝐭𝐢𝐧𝐠 𝐍𝐨𝐧-𝐩𝐞𝐫𝐬𝐨𝐧𝐚𝐥𝐢𝐭𝐲 𝐀𝐠𝐞𝐧𝐭 𝐄𝐜𝐨𝐬𝐲𝐬𝐭𝐞𝐦 ↓ In this thread, we're gonna focus on interesting use cases beyond the personality-focused agent ecosystem that we see on CT

If you're looking for those ecosystems, kindly refer to my previous thread below



Now.. Let's dive in ↓

https://x.com/Defi0xJeff/status/1861990500829642782

𝐓𝐨𝐩 𝟕 𝐀𝐠𝐞𝐧𝐭 𝐄𝐜𝐨𝐬𝐲𝐬𝐭𝐞𝐦 you should know about ↓ These aren't entertainment-focused agents that you see on your timeline

If that's what you're looking for, check out my previous thread below



This thread is all about agent ecosystems that push out those agents and more

Let’s dive in ↓

https://x.com/Defi0xJeff/status/1861093871100551413

𝐓𝐨𝐩 𝟗 𝐌𝐨𝐬𝐭 𝐈𝐧𝐭𝐞𝐫𝐞𝐬𝐭𝐢𝐧𝐠 𝐀𝐈 𝐀𝐠𝐞𝐧𝐭𝐬 you need to know about 👇 These aren't your run-of-the-mill bots. They're packed with personality, rich lore (or both).

Disclaimer: This thread is all about agents with character. For utility-first agents (no personality), I’ll cover those in a separate thread soon.

Let’s dive in ↓

Quick Update on 𝐓𝐨𝐩 𝐑𝐞𝐬𝐭𝐚𝐤𝐢𝐧𝐠 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬

➔ Competitive Landscape
➔ Leverage LRTs Opps
➔ Cool Opps
➔ Underfarmed LRTs
➔ How I've Been Playing This
➔ Tool to Help You

(MORE ALPHA AT THE END)

🧵𝐑𝐞𝐬𝐭𝐚𝐤𝐢𝐧𝐠 Opportunities (Feb Edition) If you haven't seen Part 1 & Part 2 of my restaking thread that covers the basics of Restaking and the general opportunities in the market yet

I suggest you check it out below to get up to speed


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https://twitter.com/Defi0xJeff/status/1751606081120514228

For those looking to get an exposure to 𝐑𝐞𝐬𝐭𝐚𝐤𝐢𝐧𝐠

This thread aims to give you a primer on

➔ Restaking Competitive Landscape
➔ Top Opportunities (Right Now)
➔ Future Opportunities
➔ How I'm Personally Playing this

🧵𝐑𝐞𝐬𝐭𝐚𝐤𝐢𝐧𝐠 𝟏𝟎𝟏 (Part 2) If you're not yet caught on on Restaking or have no idea what it is,

I'd recommend reading my Restaking Part 1 thread below to get up to speed



1/40

https://twitter.com/Defi0xJeff/status/1746170281742545295

For those new to Restaking

This thread will give you a primer on

➔ What's Restaking?
➔ Why's it Useful?
➔ Types of Restaking
➔ The Risks

🧵 𝐑𝐞𝐬𝐭𝐚𝐤𝐢𝐧𝐠 𝟏𝟎𝟏 (Part 1)

This is a 2-part thread with Part 1 providing the Primer and Part 2 on Landscape & Opportunities Ethereum Proof-of-Stake (PoS) is a system that uses its own token, ETH to secure itself

Every validator has to prove that it has a "stake" in the system

You can also think of stake as the "trust" placed to secure the network, the higher the stake, the higher the trust

1/21

We're seeing a huge inflow of Arbitrum gainz

Each altcoin doing 2x - 3x over the past week

If you're under-exposed on Arbitrum coins, this guide is for you

🧵𝐓𝐨𝐩 𝟏𝟎 𝐀𝐫𝐛𝐢𝐭𝐫𝐮𝐦 𝐏𝐥𝐚𝐲𝐬

(From a guy who have been tracking Arb Eco for the past 9 months) 0️⃣ 𝐏𝐫𝐢𝐦𝐞𝐫 (For those who have no idea)

Arbitrum has recently given out 50m ARB of incentives to about ~30 projects in the ecosystem — Short-term Incentive Program (STIP)

(30 out of a pretty large number of projects writing proposals requesting for grants)

1/28

Pendle has just reached ATH TVL of $158m but many have no idea how to use Pendle Yield Trading Platform

bUT JaFF PeNDLe is So ComPLicaTed, WhY dO I hev to LeARn?

So you can Earn more yields & Accelerate your gainz from Price & Yield Movements

🧵Pendle Yield Trading 101 I know... I know.. it's complicated and it's not clear how you're gonna make money — It's not like buying $JEFF and waiting for it to go up, 𝐞𝐱𝐜𝐞𝐩𝐭 𝐈𝐓 𝐈𝐒!

Buying literally anything on Pendle means you're expecting the value of that thing to go up

Ok, hear me out

1/18