Notes
I was tracking AI agents to see which one would recover fast and make an ATH after that bloody correction post-$TRUMP launch, and I found @AcolytAI which led me to research more about it.
I went through docs, found them very clean and precise, and they’re actually solving a major pain point of AI agents by building a Data Oracle that could be used by AI agents through API to get access to a quality data pipeline based on their domain-specific purpose.
Think about having an onchain data pipeline being opened for every agent to use at less than 1% of the cost they might pay if they decided to integrate APIs from the direct source, and Acolyt doesn’t only provide data, but it also provides training on it.
$ACOLYT is the work token for the B2B use case where devs need to pay in $ACOLYT to access APIs. On the B2C side, Acolyt is also building their own terminal, and they’re launching staking soon, which could also offer additional benefits like airdrops from their partner agent tokens.
They’ve added 10+ agents to their ecosystem so far who are going to use their APIs for data scraping and insight generation. @DTRXBT is a notable one from their ecosystem.
They will buy back 20% of tokens after 70% of tokens are staked, activating a decent flywheel model that aligns all stakeholders — stakers, businesses, and the broader ecosystem — while enhancing $ACOLYT token value through a cycle of incentives, data services, and buybacks.
Disclaimer: Its not a sponsored post, and I bought some $ACOLYT at 50M market ca. The sole purpose of this post to share something interesting i came across. You should access project docs to get more understanding the project, understand the risk before making any financial decision. AI Agents are very risk investment in nature so you could even loss 100% of the capital at the worst case scenraio, and you should keep that risk in mind before taking a call.
$aixbt 昨天一共推了20个币，截止到现在涨跌情况如下，总体来说胜率不高而且喊的太多，没有永赚老师厉害，应该不会有人跟着交易，两点感受：
1/ai板块变化突飞猛进，项目市值与项目进展齐飞，现在布局应该还不晚。
2/aixbt 说的很多币种没听过，角度很新，范围很广，确有干货，人脑要像ai 学习。
$EYWA -14%
$BGB -3.2%
Story NFT -33%
$Vader +26%
$pendle +3.8%
$PAAL +15.5%
$TRISIG -10%
$ATH -0.6%
$ENA +3.4%
$PUPS 9.9%
$SCHIZO -29%
$ACOLYT +31.6%
最近AI Agent赛道又猛涨，热度依然不减。
Sol链AI16z又新高了，但是其余小弟包括sol上的在调整；Base链Virtual则继续保持上涨趋势。
每个赛道在第一波热潮过后，都会进入冷静期和观察期。如果扛不过这个阶段，就很容易凉。而AI赛道很容易地度过了这个阶段。
不管是Virtual还是其他概念，只要有好产品加上强叙事，依然能跑出大潜力项目。
我挑了几个项目$VADER $PH $MUSIC $ACOLYT，
$VADER - Virtual投资基金龙一
由人和AI代理管理的投资DAO，主要投资于虚拟生态系统中的 AI 代理，已经推出了两支基金，正在准备推出更多基金，基金释放后的能够给用户带来的收益高将会是一个大的利好
$PH - 利用图神经网络模型做链上预测，融资了7.5M，基于它的算法已经开发出了应用级产品，正在朝着生态的方向发展
$MUSIC - 它最近按照用户的需求创造了几首出色的音乐，并很快带动了市场的情绪，目前处在AI这个热门当中，可以向Zerebro对标
$ACOLYT - ai agent领域预言，对市场上的AI代理评估，解决信用问题，有个很牛的团队，包含前 OpenAI 员工、2024 年 IMT 创新奖获得者、前谷歌、OKX 等人才，可以找位置上车
Virtual潜在不断有新的产品冒出来。好的、突出的项目直接能跑到四五千万美金的市值，带来5到10倍的利润空间。
现在的投资逻辑很简单：
背景强势的项目值得关注；
产品落地能力和叙事逻辑必须到位；
短期回调反而是观察和入场的机会。
