From conversation assistants to intelligent execution, how will AI Agent break the deadlock next?

Original title: AI Agent Trends: Beyond AI Slop Bots

Written by: 0xJeff

Compiled by: Asher

As global economic uncertainty intensifies and market sentiment continues to sluggish, and Web3 AI remains one of the most reflective growth tracks.

The rapid advancement of AI innovation (such as the layout of technology giants such as OpenAI, Anthropic, DeepSeek, Nvidia, and Alibaba) has maintained a high level of attention.

At present, the total market value of the AI ​​sector has recently rebounded to $6 billion after falling to a low of $4 billion in March. Despite the pressure on the overall market environment, there are still teams that are still exploring AI Agent scenarios suitable for the crypto ecosystem. From the early flood of conversational AI assistants to the fact that they are more focused on solutions to practical problems today, some new trends have emerged:

• Sports analysis and automatic betting: AI Agent analyzes event data in real time and independently performs betting decisions;
• Transaction assistance and execution: Intelligent assisted AI Agent can analyze market trends and execute complex transactions;
• DeFi earnings optimization: The proxy system can adjust the stablecoin lending strategy in real time to optimize the yield.

DeFAI's transformation: from abstraction layer to "Alpha discovery layer"

Earlier this year, a hot trend for DeFAI was to build a ChatGPT-like interface as a layer of interaction between users and DeFi protocols. However, practice shows that just providing a conversation interface does not lead to a good user experience. The problem is that most teams are underinvested in the “inference layer” (understanding user intentions) and the “execution layer” (optimizing execution paths), resulting in AIAgent still relying on user additional judgments when providing policy advice. For example, instead of choosing the optimal transaction path through AIAgent, use mature tools such as Defilama Aggregator, Across, or Pendle directly.

Therefore, many projects are transforming to the "Alpha Discovery Layer", which is to help users discover the most valuable information in the market. In a market environment with scarce information, finding the best "nugget point" is the key. For example:

• On-chain data analysis: track the flow of smart wallets and funds to obtain leading signals;
• Information mining of social platforms: analyze popular topics in X, Telegram, and Discord, and capture trends;
• High-end risk management: such as GigabrainGG, provides institutional-level trading signals.

At present, it has not been determined that AIAgents can provide stable excess alpha, but some early results have begun to show value.

Multimodal/Multi-channel AI Agent

The traditional ChatGPT-style interaction method is not suitable for all scenarios. Web3 AIAgent is exploring new interaction methods to make it more naturally integrated into users' daily workflows.

• Direct interaction of X platform: The cryptocurrency community is mainly active on the X platform, so agents like Clanker and Bankr are providing services directly through the X platform, simplifying the user's operation path;
• Discord voice command: AgentTank allows users to perform on-chain tasks directly through voice control AI within Discord to achieve more efficient collaboration;
• Web3 Browsing and Execution: Since many encrypted websites do not provide APIs, computer use agents can simulate human operations, automatically navigate, crawl data and execute transactions between different websites.

This type of multimodal/multi-channel AI Agent is redefining the user experience of Web3 and making AI truly part of the transaction and research process.

Virtuals: The core platform of the AI ​​Agent ecosystem

Virtuals' AI Agent tokenization platform has been operating for 6 months. Although the overall ecological market value has declined due to market volatility, its agent number has grown from 50 to 716, and it is still a leader in the AIAgent field. Currently, the most active application scenarios on Virtuals include:

• GambleFAI: For example, Billy Bets performed well in the AI ​​betting market and even entered the top eight in the ProphetX prediction competition, with a ROI of up to 30%;
• Sports analysis: such as HeyTracyAI, provides AI-driven analysis and explanation for NBA events;
• Robots and Entity AI: SAM promotes the development of Embodied AI, with the goal of building a decentralized AI computing ecosystem similar to Bittensor;
• Alpha discovery: such as aixbt and Acolyt, focusing on on-chain data analysis and trading signal provision.

Virtuals is also developing Agent Commerce Protocol (ACP), which aims to enable AI agents to work together to create more efficient economic systems. The two earliest application scenarios currently may be proxy hedge funds and proxy media centers.

Bittensor as an AI infrastructure

Bittensor, whose token is Tao, is experiencing a new round of demand growth. Previously, many users only used TAO for Root Network staking, and now more people are willing to invest TAO in tokens for specific subnets (Subnets) to support specific AI applications.

• The dTAO model launched in February: TAO inflation allocation is determined by the market, not by the validator weight. This means that high-value subnets recognized by the market will receive more TAO incentives;
• Practical application growth: Subnets such as SN6, 41, 44, etc. are supporting consumer-grade AIAgents, such as Billy Bets, DKING, etc., to expand the practical application scenarios of Bittensor.

ElizaOS V2 version with new Launchpad platform Autofun

ElizaOS has always been one of the most popular AI agent development frameworks. Its V2 version will be released soon. At the same time, the new Launchpad platform Autofun will also be launched within two weeks, and 15 projects are ready to join the ecosystem.

• Current status of ElizaOS: There are currently 15.3kGitHub Star and 5kFork, and their market influence continues to expand;
• AIAgent’s fund management issues: Sentient recently released a study that reveals security vulnerabilities in fund management of AIAgents such as ElizaOS, which also highlights the need for stronger security measures in this field.

Despite the challenges, ElizaOS's ecosystem is still growing rapidly, and its decentralized GPU hosting solution Comput3AI will also be launched on the Autofun platform.

summary

The AI ​​Agent remains one of Web3's most promising tracks, which not only brings together innovations in AI and encryption, but also may reshape the productivity and working methods of the entire industry. From AI transaction assistants to cross-chain information capture, from revenue optimization to automatic execution, AI is bringing new paradigms to Web3.

All of this is like the Internet wave in the 1990s, but it is larger in scale and has a deeper impact. For early participants, now is the best time to enter.