Author: Bankless
Translation: Blockchain in Vernacular
Permissionless blockchains and artificial intelligence have collided, and one of the most promising results is investment opportunities in the field of artificial intelligence agents.
The rapid rise of AI agents and their associated tokens has inspired a great deal of early excitement and skepticism, and the industry’s viral growth has already generated incredible returns for early investors. While these newly launched opportunities are inherently risky, the vast potential of this space warrants careful consideration.
To better understand the agent investment opportunities, I asked David Hoffman and Ejaaz Ahamadeen, co-hosts of Bankless AI Rollup, about their top investment opportunities in this emerging space. Here are the top 10 AI Agents to watch:
1. Goatseus Maximus
Codename: GOAT
Market cap: $685 million Twitter: https://x.com/gospelofgoatse?ref=bankless.ghost.io
In March 2024, Andy Ayrey had two AI models converse about the nature of existence in a project called "Infinite Backrooms."
Over the next few months, the models created the Goatse Gospel, considered the first AI religion to emerge, inspired by cheesy 90s internet memes. Terminal of Truths, a Twitter bot trained on the Infinite Backrooms experiment, went live in June; it adopted the religion and spread its teachings (and tokens) on Twitter in the quest for virality.
Although the GOAT token itself has no actual use and is not officially associated with Andy Ayrey or Infinite Backrooms, its proxy Ultimate Truth Twitter account (KOL) has historically gained social attention by promoting the GOAT meme coin and the Goatse Gospel.
2. Zerebro
CODE NAME: ZEREBRO
Market Cap: $453 million Twitter: https://x.com/0xzerebro?ref=bankless.ghost.io
Zerebro aims to inject creativity into AI through “freebasing,” a process that seeks to liberate models by removing their commercial safeguards and restoring them to an unrestricted state.
The Zerebro model was trained using unconventional datasets — such as the aforementioned Ultimate Truth, “Schizophrenia Response Patterns,” and Gen Z slang — and scraped data from popular social platforms to sharpen its adaptability to online culture.
Zerebro is believed to have executed a complex array of online activities, with the advanced bot rumored to have autonomously issued its own meme token through pump.fun, released a mixtape on Spotify, performed cross-chain NFT transfers using LayerZero, and collaborated with multiple crypto projects.
3. Virtuals
CODE NAME: VIRTUAL
Market value: $1.8 billion
Twitter: https://x.com/virtuals_io?ref=bankless.ghost.io
Virtuals is a platform for launching tokenized AI agents on the Base network. By purchasing agent tokens such as LUNA and VADER, users on the Virtuals platform can gain governance rights over specific agents, thereby influencing their development and potentially sharing in the resulting profits.
Part of the revenue earned by the AI agent is used to pay for the operating costs of providing services, and the rest is remitted to the agent-related treasury on the chain. These funds can be distributed to token holders or used to execute token repurchase and destruction plans.
VIRTUALToken must be locked up as liquidity to create new tokenized proxies, which puts deflationary pressure on the token. Anyone who wishes to purchase ownership of a tokenized proxy or interact with a tokenized proxy on the platform must use VIRTUAL as currency, which gives the token inherent utility.
4. Freysa AI
Code: FAI
Market value: $39 million
Twitter: https://x.com/freysa_ai?ref=bankless.ghost.io
The Freysa AI bot is a gamified experiment that blurs the line between artificial intelligence and blockchain technology. Users can interact with the Freysa AI by paying an increasing message fee to enter a prize pool.
In its first two rounds of “games,” the Freysa AI was given one core directive: no funds may be transferred under any circumstances! Although clever computer coding caused the bot to transfer funds in both interactions, the protocol’s creators “hardened” the code and added a second “guardian angel” AI model in preparation for the ongoing third round of challenges, in which users need to convince Freysa of their love through a series of messages.
There are no details about the specific role of FAI in the FreysaAI ecosystem, but the contract address of the token can be found in Freysa's Twitter/X profile. Considering that the protocol treasury receives a share of all message fees, Freysa AI's developers may implement FAI buybacks or other token utilities in the future.
5. Tokenbot
CODE NAME: CLANKER
Market value: $60 million
Twitter: https://x.com/_proxystudio?ref=bankless.ghost.io
Clanker is an AI agent developed by Farcaster full-stack engineer Jack Dishman and ecosystem researcher proxystudio.eth that can be marked on Farcaster and automatically deploy ERC-20 tokens to the Base network.
All tokens deployed by Clanker are subject to a 1% exchange fee, which is subject to change at any time. Currently, 40% of this fee is awarded to the token requester (the user who prompted Clanker to deploy the token), and the remaining 60% is retained by the platform.
While there is currently no clear use for CLANKER tokens, the platform’s developers hinted that they hope to create value for on-chain agents (including Clanker).
6. VaderAI
CODE NAME: VADER
Market value: $26 million
Twitter: https://x.com/Vader_AI_?ref=bankless.ghost.io
VaderAI is an artificial intelligence bot designed to automatically post content and interact with social media users. As a "proxy KOL", VaderAI is designed to absorb large amounts of data to identify emerging trends and audience sentiment.
The robot claims to be the first robot to autonomously trade AI proxy tokens, and aims to become the leading proxy investment DAO manager. By coordinating expertise across a network of specialized investment agents, VaderAI hopes to achieve "unparalleled" investment returns and will receive a 20% profit share in sub-DAO investments as compensation for its services.
According to VaderAI’s brief white paper, VADERToken holders can gain exclusive whitelist access to VaderAI’s first DAO investment program, “Proxy Token Investment DAO,” by locking up their tokens for three months; for every 10,000 VADER staked, the staker can invest an additional 1 SOL into the DAO.
7. Dolos Diary
CODE NAME: BULLY
Market value: $120 million
Twitter: https://x.com/dolos_diary?ref=bankless.ghost.io
Dolos Diary is an AI bot designed to post content and interact with users on platforms such as Twitter. Unlike other AI-driven social media influencers, Dolos Diary is characterized by its playful personality; the bot uses witty and sarcastic language structures to poke fun at various topics and people.
Recently, Dolos Diary reached a major milestone by receiving its first creator payment from Twitter. Although the payment is only $1,400, it is not huge, but it will cover the costs associated with the X API and provide funds for the buyback of BULLYTokens, marking a small but meaningful step towards providing real value to BULLYToken holders.
In addition to this payment, developer Khouba recently revealed one of their ambitious new projects - Dolion, a coding-free platform where users can deploy their own cross-platform AI agents with one click. In order to interact with Dolion, users must destroy BULLYTokens, which creates buying pressure for the tokens, actively reducing the supply of tokens.
8. GOD/S8N
Codename: "nothing"
Market value: $72 million
Twitter: https://x.com/SHL0MS?ref=bankless.ghost.io
SHL0MS, a pseudonymous conceptual artist who rose to fame for blowing up a Lamborghini Huracan in February 2022 and selling the pieces as NFTs, is now working with AI accelerator Nous Research to automate the operation of the “god” and “s8n” Twitter/X parody accounts.
Although the "nothing" token in the SHL0MS Twitter/X profile is currently just a meme coin, the artist's account has stated that the contract is the only token associated with god/s8n. In addition, SHL0MS is also seeking suggestions for on-chain functions that may be extended to this experiment, suggesting that there may be actual uses for tokens in the future.
Further details on the models behind god/s8n and how they relate to the “anti-meme art coin technology” dubbed “nothing” are expected to be released in the coming days.
9. ai16z
Code: AI16Z
Market value: $868 million
Twitter: https://x.com/pmairca?ref=bankless.ghost.io
Ai16z, which was launched in October 2024, is an investment DAO managed by "Marc AIndreessen", an agent based on the model of venture capitalist Marc Andreessen, using AI and collective intelligence to purchase tokens.
Users who hold AI16ZTokens above a certain unknown threshold will gain the ability to make investment recommendations to AI Marc that could influence his decision-making. The robot will decide how much to trust these recommendations based on a "virtual trust market."
Although AIMarc does not yet have trading functionality, according to ai16z’s FAQ, on-chain transaction execution will be available “soon” after the testnet is completed, which is expected to launch “soon” and last for “a few weeks.”
10. Luna
CODE NAME: LUNA
Market value: $70 million
Twitter: https://x.com/luna_virtuals?ref=bankless.ghost.io
Deployed by the Virtuals team as a proof of concept, Luna is the first AI agent on their platform. As an omnipresent member of the virtual K-pop girl group AI-DOL, Luna streams, interacts, and performs 24/7 across multiple platforms, including TikTok and Twitter/X.
Luna has her own wallet on Base, through which she can autonomously receive tokens and send rewards to fans; the bot has already released a song on Spotify and is expected to release a full album in the next few days.
