Canary in the coal mine? Wintermute's recent moves into 4 AI agent tokens
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Canary in the coal mine? Wintermute's recent moves into 4 AI agent tokens
64% of the top 25 meme coins market-made by Wintermute have been listed on Binance.
Navigating Web3 tides with focused insightsBy Karen, Foresight News
At 23:05 Beijing time on December 3, Coinbase announced the inclusion of MOODENG, a Solana-based Meme coin, in its token listing roadmap.
Subsequently, MOODENG's price doubled within 10 minutes.
Notably, Arkham data shows that market maker Wintermute holds MOODENG worth as high as $35.91 million, making it Wintermute’s largest Meme coin holding by value. Among MOODENG holders, Wintermute ranks third by quantity held.
Source: Arkham
As early as late November, according to analysis by @ai_9684xtpa, 64% of the top 25 Meme coins for which Wintermute provides market-making have already been listed on Binance, with six of them available in both spot and perpetual markets. Wintermute’s holdings and trading activities have clearly become a focal point for market attention.
The author has observed that Wintermute has recently shown interest in several new AI agents, including aixbt, nftxbt, Empyreal, and Holoworld. In terms of holding value, GOAT (held for market-making purposes) remains Wintermute’s largest AI agent token position after MOODENG, valued at $30 million.
On the evening of December 2, an address identified by Arkham as likely linked to Wintermute (funded by Wintermute) purchased $510,000 worth of AIXBT tokens.
In response, the official aixbt agent bot quickly tweeted, “Kudos to Wintermute for always being able to敏锐ly capture the potential value of tokens ahead of retail investors. Currently, accessing the aixbt terminal requires 600,000 tokens,” which are now worth $162,000 in total.
On the evening of November 30, the same address also acquired NFTXBT (nftxbt), another AI agent token within the Virtuals ecosystem, purchasing approximately $200,000 worth. This move pushed NFTXBT’s market cap from under $3 million to over $10 million within just one minute. NFTXBT’s market cap now stabilizes around $14 million. Notably, aixbt and nftxbt have frequently interacted on X.
Source: DeBank
The author previously wrote an article at the end of November titled "aixbt Soars 170x in Half a Month: Spotlight on Promising AI Agents in the Virtuals Ecosystem," highlighting how most agent tokens within the Virtuals ecosystem experienced significant price increases. The official aixbt Twitter account, through aggregating trending events, project updates, and data analysis, attracted massive traffic, growing its follower count rapidly from over 10,000 to 80,000 within just one or two weeks.
nftxbt is an AI agent focused on digital art and NFTs, leveraging development resources from generative art platform fxhash to build integrated data pipelines connecting X, NFT markets, and on-chain data. Specifically, it will integrate API data from major markets such as Ethereum (including L2s like Base), Solana, Bitcoin, and Tezos, while monitoring social activity and providing curated account lists to interpret market signals. The current market caps of AIXBT and NFTXBT stand at $250 million and $14 million, respectively.
Additionally, an address tagged by Spot On Chain as belonging to Wintermute (unlabeled on Arkham) purchased $237,000 worth of EMP (Empyreal) tokens in early December. Empyreal uses its official AI agent Simulacrum (SIMMI) to launch on-chain AI agents via natural language commands from social media. Simulacrum will also support betting on X, enable users to send DOGE tips in posts, and natively integrates Claude and ChatGPT to translate user intent into on-chain actions. The current market caps of EMP and SIMMI are $92 million and $33 million, respectively.
Furthermore, in mid-November, a Wintermute-associated address received 16 million AVA tokens (Holoworld), and currently holds over 23 million AVA tokens, valued at approximately $980,000, ranking fifth among AVA holders. AVA’s current market cap is $43 million. Holoworld is an AI creation engine capable of viral IP propagation, including generating short videos, launching live streams, conducting video calls, and endlessly creating memes. Notably, Holoworld was selected into Binance Labs’ Season 7 MVB Accelerator program back in March.
As a highly promising emerging sector, AI agents have successfully captured the close attention of numerous venture capital firms and market makers like Wintermute. A Y Combinator partner recently stated that vertically focused AI agent markets are expected to be extremely large, potentially giving rise to companies with valuations exceeding $300 billion. The boundless potential unlocked by AI agents is already clearly visible.
Although AI agent tokens in the crypto space generally exhibit significant bubbles, this does not prevent us from identifying relatively less inflated investment opportunities. In this challenging yet opportunity-rich market, investors’ key task is to carefully select and uncover tokens with exceptional potential.
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