AI Version of Chainlink, Why Did COOKIE Surge 300%?
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AI Version of Chainlink, Why Did COOKIE Surge 300%?
Understanding Cookie's platform-based layout and its flywheel effect.
Navigating Web3 tides with focused insightsAuthor: The Block Runner
Translation: Ismay, BlockBeats
Editor's Note: As AIXBT dominates crypto Twitter, it has proven that AI agents capable of delivering impactful market insights can stand out in the market. Just months after deployment, AIXBT has reached a market cap of $600 million. This podcast dives into why AIXBT has outperformed other agents and how its data aggregation technology has become a core competitive advantage. Additionally, the podcast explores CookieDAO—the leading data aggregation and packaging infrastructure provider—and the performance of its token $COOKIE. With growing demand for cookie.fun from both human and AI users, access to aggregated data will become increasingly valuable.
Below is the original content, slightly edited for readability:
Will: Today, let’s dive into some topics around AI infrastructure.
Iman: Infrastructure projects—your favorite kind.
Will: The sexiest part of the entire crypto ecosystem is infrastructure.
Iman: Only a few people think so. But this is exactly the direction we love to explore, right? It reminds me of our ARC-20 days. Yeah, back when we first encountered Ordinals and thought Checkcoins on Bitcoin were a big deal. Then you dig deeper into these tokens and realize many are just valueless coins. But one developer stood out—Benny. He was building Track Network, which is actually a real data infrastructure project. At the time, I thought, wow, this is something truly meaningful.
Will: That’s the token.
Iman: Exactly, really impressive. And within the entire ARC-20 ecosystem, it remains the only infrastructure project. That’s incredible—but also precisely what attracts us, because it adds foundational value to the whole ecosystem.
Will: So foundational that we must use it.
The Brains Behind AIXBT
Iman: Yes, this unique perspective is exactly what we bring when analyzing markets. As developers, we can evaluate all these projects and tokens and ask: which ones would we actually use in our own development process? So we found a project we believe is severely undervalued—and that’s reflected in its market performance.
Will: Its market cap, and the fact that it’s the single most critical component for any AI agent.
Iman: Yes, we’ll explain in detail later why that’s the case. But first, let’s look at the top-ranked AI agent in the ecosystem—AIXBT.
Will: Right now, we’re seeing its market cap at around $600 million, starting completely from zero.
Iman: Yes, it all started with an independent developer who designed a unique model for this agent—a sort of “pool-based model.” It began with a bonding curve, had to pass through the bonding curve phase to inject liquidity into DEXs, and then became market-viable. Now, it’s hit a $600 million market cap and is performing extremely strongly.
Will: Yes, and today it went up 22%. Pretty astonishing.
Iman: There are clear reasons behind this, right?
Will: Absolutely. Latest data shows AIXBT captured 60% of AI agent market attention in the past 24 hours.
Iman: Yeah, just look at yesterday’s numbers. If anything defines complete market dominance, it’s this chart. Why? So many platforms are launching AI agents—why is AIXBT so different? Why is this insight from crypto Twitter so influential? Why do people naturally gravitate toward it? There’s a “secret sauce” here that many haven’t realized yet.
Will: Let’s talk about it. AIXBT may be redefining the distribution capabilities between machine agents and humans. By quantifying each account’s influence via Kaito, it rewards high-quality creators and drives a more efficient, fairer matching market. It’s genuinely exciting to see what comes next. And AIXBT is now earning substantial airdrops through App-to-Earn models—that app you sent me earlier, right?
Iman: Yes, that’s actually a completely separate topic—maybe worth another video. The core idea is incentivizing social interaction: the more you interact, the more you earn. You have to participate to earn. For AIXBT, given its massive presence on crypto Twitter, it continuously earns Yap tokens or Yap points through interactions—real earnings generated from two-way engagement with the crypto community.
Will: Right, that should be a standalone app, correct?
Iman: Yes, a fully independent application. But the key point is integrating data—like social sentiment—and putting it to work.
Will: Here’s a quote from AIXBT’s creator: “The race for information dominance in crypto has begun. The days of manually tracking narratives and cross-referencing data across platforms are ending. This is an experiment exploring the potential of AI-driven crypto market analysis.” This AI does what we do—but operates 24/7 and at a much broader scale.
Iman: Why? Because if you analyze that announcement tweet about AIXBT’s test deployment, its primary sources are rooted in well-known KOLs and influencers in the crypto Twitter space. As individual crypto Twitter users hunting for “Alpha,” we’d need to go through each of their accounts, scroll through timelines, figure out what they’re discussing.
Will: Including whether interactions are real or fake.
Iman: That requires processing massive amounts of information, right? But this AI agent can simultaneously tap into multiple information streams, process and analyze them in real-time, and synthesize them into coherent insights.
Will: Yes, the AIXBT framework has four Alpha dimensions. At its core, it processes discussions on X, identifies market-moving narratives, and features edge detection for emerging topics. It integrates functionalities from other AI Alpha platforms and offers direct access to AIXBT’s “brain” via the rxbd.tech platform, granting benefits to token holders—such as querying projects from its dataset, real-time market analysis, and upcoming PWA functionality. The architecture spans data collection, processing, integration, and dissemination—that’s the logic behind this AI agent. AIXBT is one of the most useful AI agents I’ve tested. Launched 10 days ago, it’s already the second-largest agent on Virtuals, surpassing even Luna.
Iman: That was before. But the key is, it pulls data from multiple sources and 400 KOLs, generating real-time news feeds. This is what we mean by AI superpowers—something no human on Earth could replicate.
Will: Exactly. No one can track 400 KOLs—we might follow 10 at most.
Iman: At most. And we can’t keep up in real-time like it does.
Will: True—you simply can’t track in real-time.
Iman: So clearly, this is a vertical where humans are already obsolete because you can’t compete with this level of efficiency.
Will: In terms of productivity, information awareness, and engagement, what we’re discussing now is still its most basic version.
Iman: Exactly. The traditional American-style KOL model is obsolete.
Will: Just read AIXBT directly.
Iman: Shut off the channels, guys, sorry. But don’t actually do that.
Will: If you hold over 600k tokens, you gain access to the AIXBT terminal. The speed at which this terminal organizes data is a huge advantage for traders. We’ve seen similar terminals—it’s like a constant stream of thought. Even if you have access, it’s hard for human users to fully utilize it. Like buying a token before it tweets—you can try, but it’s practically difficult.
Iman: Execution isn’t hard, bro.
Will: It’s better than scrolling Twitter.
Iman: Yes, it’s a refined Alpha information funnel. You’re not distracted by irrelevant noise like on Twitter—like someone getting hit by a bus when you’re looking for Alpha.
Will: That’s the killer app for current AI agents—AIXBT. So we’ve identified its “secret sauce”: its scraping capability—the framework of data sourcing, aggregation, application, and re-output.
Iman: There’s already a platform in development whose data scraping and reorganization abilities are even stronger than this.
CookieDAO’s Platform-Style Strategy
Will: Let’s look at CookieDAO. In the agent economy, information is the new currency. Only agents with access to the largest and most accurate data sources will win. You need a unified intelligent layer connecting the dots—to track emerging narratives before trends form, detect shifts in mindshare and community attention, understand influence flows between key players, and process market sentiment as it forms. Today, we reveal the core of the economic infrastructure layer—Cookie Data, Swarm APIs.
Iman: Now we’re getting to the good part. Our discussion gets interesting here—this is where developers can step in. We can access this data and apply it to our own custom agents.
Will: This is crucial for the metaverse because AI agents with access to these knowledge bases can generate revenue, create assets, and kickstart flywheel effects by selling those assets.
Iman: Exactly.
Will: So what’s CookieDAO’s market cap? Just $32 million. (Data at time of podcast recording; currently $42 million)
Iman: I’m not sure if that counts as ultra-small cap, but anything under $100M feels like an ultra-small cap project to me. Obviously, higher risk—but also massive upside potential. And we’re talking about infrastructure. It didn’t start out as an AI infrastructure project.
Will: Correct. It made some strategic shifts recently.
Iman: Recently, with the launch of Cookie.Fun, its positioning completely changed—and so did market sentiment. Its core function is aggregating data sources, then enabling all AI agents to compete and compare based on mindshare, market share, etc.
This is exactly what you look for when spotting emerging markets in crypto. When a new market appears, it should bring new metrics, right? Similar to DMT. You see a wave of new token deployments, suddenly introducing novel elements—like non-arbitrary supply—which signal emerging trends. These new metrics validate a new asset class forming. The same logic applies to AI agents.
Will: Yes, the new metric here is mindshare—it’s not a traditional KPI.
Iman: Right, you won’t find this on CoinMarketCap or CoinGecko. But you do see asset rankings shaped like this.
Will: Things like trending tweets, average impressions, and average engagement rates—these are all new.
Iman: Yes, this data is extremely valuable. They’re not just aggregating it for humans to assess and position themselves in the market—this info is equally critical for AI agents. Right? AI agents need this data to perform their functions.
Will: Exactly. CookieDAO launched three weeks ago with 100k unique users. Version 0.3 drops this week and is expected to further improve.
Iman: 100k users—that’s a lot, bro.
Will: Yes, 100k people—and these are all humans so far. We haven’t even factored in future AI agents accessing this data. That’s the coming wave.
Iman: Exactly.
Will: CookieDAO now offers multi-airdrop mining pools. Users holding Cookie tokens can stake them in launch pools for new projects and earn airdrop rewards.
Iman: Yes, these projects essentially use Cookie’s API to meet their needs. Leveraging this powerful data aggregation system, they can deploy data for newly created AI agents. So you can speculate on this application potential.
Will: The token was initially launched on BSC, then migrated—or at least partially migrated—to Base.
Iman: Yes, you can now buy the token on decentralized exchanges on Base.
Will: Right, but staking is currently only available on Binance.
Iman: For now. I think the team clearly knows most activity happens on Base, especially in the AI agent space. So I predict they’ll launch staking on Base—staking Cookie tokens.
Will: Yes, it’s inevitable—just a matter of time. Anyway, Cookie tokens are now usable on Base.
Iman: Yes, starting the 3rd—the announcement made it clear.
Will: Aerodrome has already opened a new liquidity pool with trading enabled, and Base staking is coming soon.
Iman: Exactly, they’re actively developing it. What does this mean? I suspect new AI agents will launch, leveraging this new data infrastructure layer. If you stake Cookie tokens, you’ll likely get allocations in these new agents, right?
Will: Yes, there’s a tweet mentioning updates to the Data Swarm framework—including API access payments in Cookie tokens: 50% instantly burned, 50% allocated to the DAO treasury. This feature is coming soon. So if you want to access data aggregation, you’ll need the API—and using the API requires Cookie tokens.
Iman: Exactly. They’ve also stated this creates a deflationary mechanism. It reduces token supply. As demand for data access grows and more AI agents deploy, this data becomes a lifeline for agents. Rising demand will gradually reduce token supply, strengthening the DAO’s value. This is a solid, high-potential project.
Will: So you’re saying half the tokens used are burned, half go to the DAO treasury.
Iman: It’s a powerful network effect tool—the flywheel starts here. You also mentioned it has oracle-like payment functionality.
Will: Yes, similar to Chainlink. So what’s the potential for such infrastructure projects? The closest comparison today is Chainlink, which has a $12 billion market cap.
Iman: If you understand Chainlink, it essentially enables on-chain smart contracts to rely on off-chain data. So you need a network of data aggregators and validators feeding information into smart contracts to ensure they function correctly.
Will: So are you saying Cookie could be a 400x investment opportunity?
Iman: Yes, your mental math is quick. I did the calculation too—and yes, I see no reason why not. Of course, it all depends on whether the AI agent economy continues to thrive. And I believe it will, right? AI’s persistence is unquestionable—it’s not a passing fad.
Will: Absolutely not. This isn’t a temporary trend or flash-in-the-pan phenomenon. It will become a long-term pillar of the global economy.
Iman: Not just in crypto, right?
Will: Right—not limited to crypto.
Iman: So this is huge. Just as Chainlink is essential to the smart contract ecosystem—and its market cap reflects that—I believe data infrastructure in the context of AI network effects holds equal importance.
Will: So what exactly is this Agent Cookie?
Iman: Check another tweet—let me find it. Not this one, maybe the next? Or the last one? Yes, this one: “Alpha 1. Holding 100k Cookies might be a solid move.” See that?
Will: 100k Cookies—that might get you…
Iman: Terminal access, or maybe airdrop allocations? I’m not sure, but I like to think—or guess—it might relate to the Cookie agent itself.
Will: How much are 100k of these tokens worth?
Iman: Definitely not cheap—around $17,000.
Will: Roughly that price. So that’s your entry cost, whatever it gets you.
Iman: So if you want access to this “brain” now, AIXBT’s brain is too expensive—$500K. Basically, only institutional traders can afford access at this stage. So if you want access to this data layer before institutions flood in, now is the time.
Will: Right? Two days ago, we created a test account for Agent Cookie Fun. Proof it’s running. Basically a test. I found a token called Rex—its market cap was $1.9M while its competitor was at $22M. We spotted it around this price—and now it’s up here.
Iman: Yes, they’re doing internal testing to ensure the data flow produces valuable outputs—just like AIXBT. So everything seems ready—Agent Cookie might launch in days or weeks, possibly imminent. Agent Cookie will compete with other agents for market share, but I predict it will quickly catch up to—or even surpass—AIXBT, primarily due to its superior data source access.
Will: That’s from one of Cookie’s co-founders.
Iman: Watching this take shape is genuinely fascinating.
Will: If I understand correctly, Cookie is gathering more information than any other AI and packaging it for other agents to use. If the AIXBT terminal costs $250K, who knows how Cookie will reprice in the future.
Iman: Yes, we’re speculating a bit. But the key point is, this data infrastructure is being packaged for agent use, right? I don’t think Cookie agent will be the only one. I think this is…
Will: A platform.
Iman: Yes, a platform-style strategy—that’s how I see it.
Will: Exactly. So essentially, if you want to launch an AI agent in the future, you’ll need to connect to this platform. It appears to have the best data access, and that data is already properly aggregated for AI use. And to use this platform, you need Cookie tokens. When you spend tokens, 50% are burned, 50% go to the DAO treasury. This mechanism…
Iman: It’s great. This is how we’ll see a new generation of higher-quality, higher-tier agents emerge. Eventually, someone might develop an agent scoring system—just like smart contracts get audited and rated. Yes, agents should be reviewed too—give these “little guys” a score. It’s healthy—it pushes the entire field forward.
Will: So the core argument is, if AI agents need information and data as their “lifeline,” then the platform providing that service clearly becomes mission-critical.
Iman: This perfectly fits the traditional criteria on our list of emerging trends we’ve always sought. Like we mentioned earlier with projects like Ordinals. This project touches so many foundational value points that it’s ironically overlooked in today’s market. The current market prefers focusing on existing agents—single-point projects. So speculation is concentrated there. But eventually, these waves fade, and the market starts searching for the next wave—the next breakthrough tech. And that’s exactly where we’re focused.
Will: Alright, that’s it for today. We’ve discussed Cookie and its infrastructure positioning in the AI agent space. If you have any questions, let us know.
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