AI version of Chainlink, why did COOKIE surge by 300%?

Original title: Why $COOKIE Is The Hidden AI GEM

Author: The Block Runner

Compiled by: Ismay, BlockBeats

Editor’s Note: As AIXBT dominates crypto Twitter, it has proven that AI agents that can provide impactful market insights can stand out in the market. Just a few months after its deployment, AIXBT's market capitalization has reached $600 million. This podcast will provide an in-depth analysis of why AIXBT can surpass other agencies and why its data aggregation technology has become a core competitive advantage. Additionally, the podcast explores the performance of CookieDAO, a market-leading provider of data aggregation and packaging infrastructure, and its token $COOKIE. As demand for cookie.fun increases from both human and AI users, the access value of aggregated data will further increase

The following is the original content, edited for easier reading:

Will: Today I would like to talk with you about some topics about AI infrastructure.

Iman: Infrastructure projects, your favorite type.

Will: The sexiest part of the crypto ecosystem is the infrastructure.

Iman: Only a few people think so. But that's also the direction we like to look, right? This reminds me of the days when we played with the ARC-20. Yes, that was when we first came into contact with Ordinals and felt that Checkcoins on Bitcoin was a big event. Then you learn more about these currencies, only to find that many of them have no actual value. However, there is still one developer who impressed me deeply, named Benny. He's building Track Network, which is actually a real data infrastructure project. It made me think, wow, this is something really meaningful.

Will: That’s the token.

Iman: Yeah, it’s great. And it remains the only infrastructure project in the entire ARC-20 ecosystem. It’s incredible, but that’s what attracted us because it’s such a fundamental value addition to the entire ecosystem.

Will: Basic enough that we have to use it.

The most powerful brain of AIXBT

Iman: Yes, this is also the unique perspective we have when analyzing these markets. As developers, we can look at all of these projects and tokens and think about which ones we would actually use in our own development. So we found a project that we believe is significantly undervalued, and this is reflected in its market performance.

Will: Its market cap, and the fact that it's the single most important core part of any AI agent.

Iman: Yes, we will explain in detail why this is the case later. But first, let’s understand the value of the number one AI agent in the entire ecosystem, which is AIXBT.

Will: We're looking at it now at a market cap of about $600 million, and it's all starting from scratch.

Iman: Yes, it all started as an independent developer. He designed a unique model for this agent, which can be said to be an operation method similar to the "fund pool model". It starts with a bonding curve and needs to traverse the bonding curve stage to inject liquidity into the DEX. Then it becomes market viable and so on. Now, it has reached a market capitalization of $600 million and is performing very strongly.

Will: Yes, its price increased by 22% today. Very amazing.

Iman : Yeah, there’s obvious reasons for that, right?

Will: Yes, the latest data shows that AIXBT captured 60% of the AI ​​agent market attention in the past 24 hours.

Iman: Yes, you can tell just by looking at yesterday’s data. If any project can completely dominate the market, it's what this chart shows. Why? With so many platforms releasing AI agents, why is AIXBT so different? Why is this insight from crypto Twitter so impactful? Why are people so naturally drawn to it? There is a "secret recipe" here that many people are not aware of yet.

Will: Let’s talk about this. AIXBT potentially redefines distribution capabilities between machine agents and humans. By quantifying the influence of each account through Kaito, it rewards quality creators and drives a more efficient and fair matching market. It really makes one look forward to what will happen next. And AIXBT is starting to get a lot of airdrops in the App to Earn mode, which is the app you sent me before, right?

Iman: Yeah, that’s actually a completely different topic that could probably be made into another video. At its core is the idea of ​​how to incentivize social interaction, the more you interact, the more you earn. So you have to engage in interaction to earn money. For AIXBT, considering that it has the largest following on crypto Twitter, it will continue to earn rewards such as Yap tokens or Yap points through this interaction. These are the real benefits it earns from two-way interaction with the crypto community.

Will: Yeah, this should be a completely separate application, right?

Iman: Yes, it is a completely separate application. But the key point is how to integrate these data, such as social emotion data, and apply it.

Will: Here is a quote from the creator of AIXBT. He said: "The competition for information dominance in the crypto space has begun. The days of humans manually tracking narratives and cross-checking data on multiple platforms are coming to an end. This is an experiment to explore the potential of AI-driven crypto market analysis." This AI is doing what we're doing, but operating around the clock and covering a wider area.

Iman: Why? Because if you carefully analyze this announcement tweet about the test deployment of AIXBT, in fact its source of information is mainly rooted in some well-known KOLs and influential figures in the cryptocurrency Twitter space. So, as individual users of cryptocurrency Twitter, in order to find "Alpha", we need to browse these people's accounts one by one, check their timelines, and understand what they are discussing.

Will: Includes whether the interaction is real or fake.

Iman: It’s actually a lot of information to process, right? But this AI agent can access multiple information streams at the same time, and can process and analyze these data streams in real time, and then integrate them into an actual formed view.

Will: Yes, this AI agent framework has four Alpha dimensions. At its core, it handles discussions about The platform brings benefits to token holders, including querying projects from its data set, real-time market analysis, and the upcoming PWA feature. The overall architecture includes information collection, processing, integration and dissemination. This is the framework logic of this AI agent. AIXBT is one of the most useful AI agents I have ever tested. It went live 10 days ago and is now the second largest agent on the Virtuals platform, even surpassing Luna.

Iman: This is what happened before, but the key is that it scrapes data from multiple sources and 400 KOLs and generates a real-time news feed. This is what we call AI’s superpowers—something humans on Earth simply cannot do.

Will: That’s right, no one can track 400 KOLs, we can only follow 10 at most.

Iman: That’s about it at best, and we can’t follow it in real time like it does.

Will: It’s true, you can’t track it in real time at all.

Iman: So, obviously, this is a vertical that humans are no longer capable of because you simply can't compete with that efficiency.

Will: For example, in terms of productivity, information awareness and interactivity, what we are discussing now is actually its most basic version.

Iman: Yes, for the American style KOL type, these are no longer useful.

Will: Go directly to AIXBT.

Iman: Turn off the channel, guys, sorry. Don't actually do it, though.

Will: If you hold more than 600,000 tokens, you can get access to the AIXBT terminal. The speed with which this terminal organizes data is a great advantage for traders. We've seen some terminals like this where it's like a constant stream of thoughts being pushed. And even if you had access to the terminal, it would be difficult as a human user to actually take advantage of it. Like, buying a token before it tweets – you can do that, but it’s actually very difficult.

Iman: It’s not hard to execute at all, man.

Will: It's better than just looking at Twitter.

Iman: Yeah, it's like a refined Alpha information funnel. You don't have to be distracted by irrelevant content like you do on Twitter. For example, if you want to find Alpha information, you see that someone was hit by a bus.

Will: This is the current killer application of AI agents-AIXBT. So we found out that its "secret formula" is actually its grabbing ability, right? It is the data source, the framework for data aggregation and application, and the ability to re-export.

Iman: There is already a platform under development that is even more capable than this in terms of data capture and reorganization.

Platform layout of Cookie DAO

Will: Let’s take a look at Cookie DAO. In an agency economy, information is the new currency. Only the agents with access to the largest and most accurate data sources will win. A unified intelligence layer is needed that connects the dots to track emerging narratives before trends form, detect changes in mindshare and community attention, understand the flow of influence among key actors, and market sentiment as it forms Process it. Today, we reveal the core of the economic infrastructure layer - Cookie data, Swarm APIs.

Iman: Now that we’re getting down to business, our discussion gets interesting, and this is where developers can step in. We can access these and apply them to agents of our own design.

Will: This is very important for the development of the Metaverse because now those AI agents who have access to these knowledge bases can generate revenue for the Metaverse, generate assets, and hopefully start a flywheel effect by selling those assets.

Iman: That’s right.

Will: So what is the market value of Cookie DAO? Only $32 million. (Data at time of podcast recording, currently $42 million)

Iman: I’m not sure if this can be considered an ultra-small market capitalization, but I think a market capitalization of less than 100 million can be considered an ultra-small market capitalization project. Obviously, this type of project has higher risks, but it also has great potential benefits. And we're talking about infrastructure, it didn't originally start as an AI infrastructure project.

Will: Yeah, it's been tweaked a bit recently.

Iman: Recently, with the launch of Cookie.Fun, its positioning has completely changed, and the market sentiment has also reversed. The core function is to aggregate data sources and then allow all AI agents to compare and compete in terms of mind share, market share, etc.

This is exactly what you look for when looking for emerging markets in the crypto space. If a new market emerges, then this new asset class should bring with it some new metrics, right? A bit like DMT. You're going to see a series of deployments of new tokens, and all of a sudden those tokens will have some new elements, like non-arbitrary supply, and those are emerging things, so these new metrics validate that a new asset class is emerging Formation, the same logic applies to AI agents.

Will : Yeah, the new metric here is mind share, which is not like a traditional metric.

Iman: Yeah, you won’t see this indicator on CoinMarketCap or CoinGecko. But you do see asset arrangements like this.

Will: Things like trending tweets, average number of impressions, and average engagement rate, those are all new things.

Iman: Yes, the data is very valuable. Not only do they aggregate this data for humans to assess the market and position themselves, but this information is equally important for AI agents. Right? AI agents need access to this information to perform their functions.

Will: Yes, Cookie DAO has been online for three weeks and has 100,000 unique users. Version 0.3 will be released this week and is expected to be further improved.

Iman: 100,000 users, that’s a lot, man.

Will: Yes, 100,000 people, and these users are still humans at present, not counting the situation in the future when AI agents can also access this data. This is the upcoming trend.

Iman: That’s right.

Will: Cookie DAO now provides multiple airdrop mining pools. Users holding Cookie tokens can stake them into the launch pools of these new projects to receive airdrop rewards.

Iman: Yes, these projects essentially use Cookie's API to meet their own needs. With this powerful data aggregation system or process, they can deploy this data to their newly created AI agents. Therefore, you can also speculate on this application prospect.

Will: This token was originally issued on the BSC chain and was later migrated, or at least partially migrated, to the Base chain.

Iman: Yes, you can now buy this token on the decentralized exchange on Base.

Will: Yes, that’s right, but this staking mechanism is currently only on Binance.

Iman: For now. I think it should be clear to this team that most of the activity happens on Base, especially in the area of ​​AI agents. So I predict that they will launch a staking mechanism on Base, such as staking Cookie tokens.

Will: Yes, it’s definitely coming, it’s just a matter of time. Okay, now Cookie Tokens are available for use on Base.

Iman: Yes, it will start on the 3rd. It is clearly stated in the announcement.

Will: Yes, Aerodrome has now opened a new liquidity pool and supports trading, and the staking function on Base will also be launched soon.

Iman: Yes, they are actively developing this feature. What does this mean? My guess is that this may mean that there will be new AI agents coming online that take advantage of this new data infrastructure layer. If you stake these cookie tokens, you'll likely get distribution of these new agents, right?

Will: Yes, there is also a tweet mentioning updates to the data swarm framework, including API access payments and cookie tokens. 50% will be destroyed immediately and 50% will be transferred to the DAO fund. The function will be launched soon. This means that if you want to access the data aggregation functionality, you need to utilize the API, and use of the API requires cookie tokens.

Iman: Yes, they also mentioned that this is a deflationary mechanism. This reduces the token supply. As the need for data access grows and more AI agents are deployed, this data effectively becomes the lifeblood of agent operations. This demand will reduce the token supply over time, thereby strengthening the value of the DAO. So this is a very solid project with potential.

Will: So, you're talking about burning half of the token supply and using the other half for the DAO fund.

Iman: This is a very powerful network effect tool, the flywheel effect is here. In addition, you mentioned that this token also has a spending function similar to an oracle.

Will: Yes, similar to Chainlink. So what is the potential of this type of infrastructure project? The closest comparison currently is Chainlink, which has a market capitalization of US$12 billion.

Iman: If you understand the functionality of Chainlink, it essentially provides on-chain smart contracts with some functionality that relies on off-chain data. So a network of data aggregators and verifiers is needed to feed this information flow into smart contracts and ensure they function properly.

Will: So you're saying Cookie has the potential to be a 400x investment opportunity?

Iman: Yes, you can do mental calculations very quickly. I did do the math and yes. I see no reason to think it's impossible. Of course, this all depends on whether the AI ​​agent economy can continue to thrive. And I think it's bound to grow, right? There’s no doubt that AI is durable; it’s not a flash-in-the-pan technology.

Will: Absolutely not, this is not a fad or a flash-in-the-pan phenomenon, this is going to be a long-term pillar of the global economy.

Iman: It’s not just in crypto, right?

Will: Yes, not just in crypto.

Iman: So this is a big deal. Just as Chainlink is essential to the smart contract ecosystem, its market cap reflects this. I think the value of this type of data infrastructure is equally important in the context of AI network effects.

Will: So, what does this Agent Cookie look like?

Iman: Look at another tweet, let me see if I can find it, not this one, maybe the next one? Or the last one? Yes, that's it. "Alpha 1. Holding 100,000 Cookies may be a good choice." See it?

Will: 100,000 cookies, which may get you...

Iman: Terminal access, or maybe airdrop distribution? I'm not sure, but I'd like to think so, or guess that it might have something to do with the cookie proxy itself.

Will: How much are 100,000 of these tokens worth?

Iman: Definitely not cheap, about $17,000.

Will: It’s about the same price. So that's the cost you pay, regardless of what it gets you.

Iman: So if you want to access this "brain" now, the current AIXBT brain is too expensive, costing up to $500,000. Basically, only institutional traders can access it at this stage. So if you want to gain access to this data layer before institutions come in, now is the time.

Will: Right? We created a test account for Agent Cookie Fun two days ago. Here's proof it works. Basically, this is a test. I found a token called Rex that had a market cap of $1.9 million at the time, while its competitor had a market cap of $22 million. The coin was priced around here when we discovered it, and now its value has risen to here.

Iman: Yes, they are doing internal testing to ensure that the data flow produces valuable output, just like AIXBT. So it looks like everything is in place, maybe just a few days or weeks away from the launch of Agent Cookie, or maybe very soon. Agent Cookie will compete with other agents for market share, but I predict it will quickly catch up to or even surpass AIXBT, mainly due to its more powerful data source acquisition capabilities.

Will: This was proposed by one of the co-founders of Cookie.

Iman: It’s really interesting to see how these things take shape.

Will: If I understand correctly, Cookie is collecting more information than any other AI and packaging it for other agents to use. If the price of an AIXBT terminal is $250,000, I don't know how Cookie will be repriced in the future.

Iman: Yeah, we speculated a little bit about that. But the most important thing here is that this data infrastructure is packaged for use by agents, right? I don't think the cookie agent will be a single entity. I think this is...

Will: A platform.

Iman: Yes, this is a platform layout, that’s what I think.

Will: Yeah, so essentially, in the future if you want to launch an AI agent, you need to be connected to this platform. Because it appears to have the best access to data, and the data has been properly aggregated for use by the AI. And if you use this platform, you need Cookie Tokens. When you spend tokens, 50% will be destroyed and 50% will go into the DAO fund. This mechanism…

Iman: That's good. This is how we see a new generation, higher quality, higher level agency. At some point, someone might develop an agent scoring mechanism, just like smart contracts need to be audited and given a score. Yes, agents should be subject to the same scrutiny, right? It's a good thing to give these "little guys" a rating or something. It's like pushing the entire field forward.

Will: So, the core argument here is that if AI agents need information and data as a "lifeline", then the platform that provides this service will obviously become critical.

Iman: This really fits the traditional criteria of what we're always looking for in our list of emerging trends. Like we mentioned before, like the Ordinals project. This project revolves around too many fundamental value points, and because of this, it has been overlooked in the current market. The current market tends to focus on existing agents and single projects. Therefore, the current speculative environment is concentrated in these areas. But eventually, these crazes fade and the market starts looking for the next wave, the next generation of breakthrough technologies. And that's where we're focused.

Will: Okay, that’s it for today. We talked about cookies and their infrastructure layout in the field of AI agents. If you have any questions, please let us know.