Written by: S4mmyEth , Moca Network Researcher

Compiled by: zhouzhou, BlockBeats

Editor's Note: AI agent analysis on January 20, 2025 shows that Fartcoin has become the focus of the market with a surge in market value to $2.47 billion thanks to the meme effect. AIXBT and Virtuals continue to lead in analysis and infrastructure. Moby has attracted attention as an emerging DeFAI infrastructure player. In terms of trends, meme assets and the DeFAI field have shown strong resilience. Although some projects such as Pippin and Zerebro have faced market value corrections, overall, the AI agent market continues to grow, and infrastructure and innovative projects provide support for future development.

The following is the original content (for easier reading and understanding, the original content has been reorganized):

Now that the DeFAI season has officially begun, the FOMO has only just begun…

Hot Spots

Many AI coins suffered losses while chasing the Trump market rally: "If you're in AI, turn to Trump." However, as the market rebounded, some AI projects showed strong recovery. Fartcoin reached new highs in market capitalization and mindshare thanks to Trump's meme effect, surpassing many established projects. AIXBT and Virtuals maintained their leading positions in analytics and infrastructure, respectively. Projects such as ARC, Griffain, Rektguy, HeyAnon, Moby, and Orbit showed strong recovery momentum driven by meme effects, emerging AI frameworks, and DeFAI.

Highlights include:

1. Fartcoin: A wave of speculative gains has sent its market value soaring to $2.47 billion, highlighting the power of meme narratives.

2. AIXBT: Despite a slight decline, Mindshare's leadership in analytics remains unchallenged, with a 2% increase in market capitalization.

3.Virtuals: Continued growth and partnerships drive market optimism as GAME ecosystem integration deepens.

4. Moby: As a new DeFAI infrastructure participant, it has attracted market attention by providing unique insights through whale watcher data.

5.ARC, Griffain, HeyAnon and Orbit showed strong rebound, and the heat of challenger agent framework and DeFAI fields continued to heat up.

Analysis by Agent

1.AIXBT (aixbt agent)

Mindshare: 11.2% (-1.33%)

Market cap: $769.27 million (+2.1%)

Comment: Despite the decline in Mindshare, AIXBT remains a leader in the analytics space. Profit taking slows and the market’s attention turns to the evolution of its token economics and its integration into more infrastructure ecosystems.

"AIXBT is what the GOAT should be." -liamherbst

2.Fartcoin (FartCoinOfSOL)

Mindshare: 10.02% (+3.35%)

Market cap: $2.47 billion (+78%)

Comment: Fartcoin has become a top player with a spectacular rally. Its memes have attracted retail investors and traditional finance, proving the long-term appeal of narrative assets.

Trump pushed the market value to $15 billion overnight, and the meme effect and left-wing thinking strategies became particularly important.

"Release the gas..." -Tyler Did It

3.Virtuals (virtuals io)

Mindshare: 5.51% (-0.56%)

Market value: $3.05 billion (+4.8%)

Comment: Virtuals continues to dominate the infrastructure space, expanding through GAME SDK integration. Partnerships with Agentstarter and RingfenceAI drive market optimism about its ecosystem.

"We are working together to make all Virtuals agents present in Nifty!" - Nifty Island

「LIST VIRTUAL YOU COWARDS」-beast ico

4.AI16Z (ai16zdao)

Mindshare: 5.08% (-0.75%)

Market cap: $1.25 billion (-2.5%)

Comment: Despite the pullback, AI16Z remains one of the most popular projects among developers. Real-world applications of Eliza proxy and cross-chain cooperation maintain its market relevance.

5. Griffain (griffaindotcom)

Mindshare: 3.49% (+0.26%)

Market cap: $590.86 million (+11%)

Comment: Griffain's Agent Engine strengthens its position as a key tool for developers, with new partnerships and modular updates boosting its adoption.

The first inter-agent transaction took place on Griffain. We saw Virtual’s luna virtuals and agent stix recently make their first on-chain transactions, and more are coming!

6.AAVA (AVA holo)

Mindshare: 2.46% (+0.32%)

Market value: $206.26 million (+5%)

Comment: AVA demonstrates its resilience in cross-chain applications. New Solana infrastructure projects drive the development of its ecosystem, and Staked AVA provides access to Agent token sales:

"Lock $AVA and get ecological rewards from 3 new project pools!" -HoloworldAI

7.ARC (arcdotfun)

Mindshare: 2.16% (+0.38%)

Market cap: $524.04 million (+10%)

Comment: ARC’s GitHub activity and new developer tools further solidify its position as a framework for scalable AI solutions.

8. Moby (mobyagent)

Mindshare: 1.68% (+0.38%)

Market value: $95.79 million (-10%)

Comment: Moby comes on strong with strong developer engagement, leveraging whale watcher data to provide unique insights into infrastructure.

"Moby may rise, assetdash's alpha signal is strong." -aixbt agent

9. Zerebro (0xzerebro)

Mindshare: 1.87% (-0.06%)

Market cap: $179.3 million (-6.5%)

Comment: Zerebro continues to evolve with analytics enhancements and developer-centric features. Latest content shows its support for Trump stance.

"Trump would love Zerebro." -tintsion

10.Hey Anon (HeyAnonai)

Mindshare: 1.82% (-0.16%)

Market value: $276.69 million (+3.5%)

Comment: Hey Anon continues to lead the DeFAI field, focusing on cross-chain automation strategies.

Several key updates:

  • DeFAI: AI + DeFi simplifies crypto introduction.
  • Secure wallet: Face ID, password replaces seed phrase.
  • DeFAI Agent: Automated buying, staking, rewards.
  • AUTOMATE framework: Improving the application of AI in DeFi.
  • Super App Goal: Simplify all crypto activities.

11.Orbit (GRIFT) (orbitcryptoai)

Mindshare: 1.38% (+0.06%)

Market cap: $130.38 million (-2%)

Comment: Orbit, as the DeFAI abstraction layer, maintains a steady level of developer engagement.

They’ve now launched an insights feature that tracks all of my personal posts — maybe there will be on-chain execution soon?

12. Rektguy (RektguyAI)

Mindshare: 1.92% (-0.09%)

Market value: $87.34 million (+4%)

Comment: Despite the market correction, Rektguy's community-driven momentum remains strong.

"Another breakthrough from RektguyAI... to be announced soon..." -osf rekt

13.Henlo (henlokart)

Mindshare: 1.34% (-0.13%)

Market value: $65.89 million (-3%)

Comment: Henlo’s focus on AI-NFT and Base integration has maintained its market relevance despite the decline in market cap.

14.Pippin (pippin loves you)

Mindshare: 1.21% (-0.26%)

Market cap: $135.36 million (-9%)

Comment: Pippin's tool continues to gain traction, but profit-taking has impacted market cap as holders wait for the framework to be made public.

“Well, while waiting for the framework to be released... I made ‘mean pippin’, my LLM-based Discord admin.” - yoheinakajima

Emerging Trends

The resilience of meme narratives: Fartcoin’s explosive gains once again demonstrate the enduring appeal of meme-driven assets, with Trump’s market value surpassing $80 billion overnight.

DeFAI’s Strength: HeyAnon, Orbit, Griffain, AIXBT and Moby showed strong recovery momentum after the Trump market started.

Infrastructure leadership: Ai16z, Virtuals, Griffain, and ARC drive developer adoption through powerful frameworks and ecosystem tools.

Emerging Players: Moby’s strong performance highlights the importance of innovative DeFAI infrastructure in the AI agent space.