AI Agent Race Shuffle: Liquidity Will Flow Out of Small Projects and Shift Toward a Few Winners
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AI Agent Race Shuffle: Liquidity Will Flow Out of Small Projects and Shift Toward a Few Winners
In the coming weeks, market liquidity will flow out of smaller agent projects and shift toward a few winners.
Navigating Web3 tides with focused insightsAuthor: Crypto Stream
Translation: TechFlow
AI Agent Projects Are Losing Appeal:
The agent market is becoming increasingly diluted due to a rapid influx of new projects, causing competitive advantages to shrink quickly.
Compared to four weeks ago, the market landscape has changed significantly. Back then, Zerebro had a clear technological lead and far surpassed other agent projects in functionality.
My view on the market:
The market is evolving extremely fast, and many investors have not yet realized this shift. They are still chasing $BULLY and other response-based agents.
I expect that in the coming weeks, liquidity will flow out of smaller agent projects and consolidate into a few winners—likely determined by listings on centralized exchanges (CEXs).
My top recommendation is: #AIXBT.
I’m also bullish on $BULLY, especially given their social media marketing strategy.
I mention $BULLY not to discredit other tokens—Bully has genuinely performed well.
This is a potentially massive opportunity:
The next generation of AI and agent projects are currently undervalued. As the market begins to recognize this trend, they will attract increasing liquidity.
Project directions likely to benefit:
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Vertical-specific agent frameworks (Vertical Agents)
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Infrastructure enabling swarms of agents
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Simulation environments for observing agent behavior
Projects I like (and hold):
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#AI16z: Still undervalued
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#Zerebro: A brand-new framework launching soon
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$Realis: Provides 3D simulation support for agent swarms (Disclaimer: I hold these projects, particularly $REALIS. This could be a short-term trade, and I may sell at any time. Please do your own research DYOR.)
Market rotation continues:
From #Virutal -> #AI16z
Currently, the Virtuals ecosystem remains overvalued, while AI16z still has room to grow. Although AI16z has already surged 80% in the past seven days, I believe its valuation should be roughly equivalent to Virtuals (within ±20%).
As interest in agent projects wanes and liquidity spreads thin, the Virtuals ecosystem may continue to face pressure—even though it has the best framework for capturing native token value.
Long-term outlook:
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Bullish on the long-term potential of both Virtuals and AI16z
Short-term outlook:
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Very bullish on AI16z’s near-term performance
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Neutral to slightly bearish on Virtuals
If a major catalyst occurs (e.g., a Coinbase listing), Virtuals might see another upward surge.
What I'm Watching Next:
Now is a great time to uncover undervalued and fairly launched (Fair Launch) projects. If you know of any projects fitting the following criteria, let me know:
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New frameworks即将 launching soon
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Agents focused on specific vertical applications
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Visual agents for video indexing
In particular, visual agents represent a highly promising direction. I believe this technology could become the next big trend in the agent space, and the first project to successfully implement it stands to experience massive growth.
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