How to find the "direct ace" of AI Agent on BNB Chain?

Written by: Frank

The answer may be hidden in the latest weekly list of BNB Chain Meme liquidity support plans, especially the official announcement added a key footnote to this game - due to the "technical misjudgment" of back-end data delay, the real popularity of AI Agent token SirenCoin jumped from Tier 3 against the trend (6th to 3rd), gaining US$400,000 in liquidity support.

The wealth effect storm of the AI ​​track in BNB Chain has been blowing for a while, and CZ's statement of "hoping to see more AI Agent development with actual scenarios" has clearly released a positive signal that Binance resources are prioritizing the flow of AI Agent projects. Therefore, the recent rise in concept tokens, and the expectations of Listing for projects such as MyShell have also risen.

The logic of the market has always been a grass snake gray line. Driven by CZ's multiple voices, the BNB Chain Ecological AI Agent track has obviously entered a state of full mobilization and is expected to become a key section of the wealth effect of BNB Chain and even Binance.

The question is, who can become the biggest growth point? What other key clues can be explored in depth?

BNB Chain Wealth Effect under CZ "Selling Goods" logic

From a macro perspective, the AI ​​× Crypto narrative developed by Lightspeed has gradually shifted from the initial AI Meme craze to the practical and interactive AI Agent. The attention of the entire market has also transformed from random token speculation to actual technology implementation, and it is a comprehensive shift in the focus of funds, users, and developers.

This is also the core logic of CZ's recent frequent disclosure of Cue to the AI ​​track - from AI meme to decentralized AI annotation and then to AI Agent, CZ's attention means that the flow of Binance resources is not on a whim, but a planned BNB Chain ecological layout.

To put it bluntly, there are actually traces behind CZ's recent series of seemingly "weird" behaviors - from calling for meme to sending coins to high-profile support for AI Agent, it is essentially constantly testing the incremental opportunities of BNB Chain:

After all, even if Ethereum faces more criticisms, it still remains at the center of "big and cannot defeat". Solana successfully transformed into a "meme paradise" before this wave of PvP melee. Only BNB Chain, the ecological narrative is still trapped in the vague stock game. It still lacks a clear label that is sufficiently differentiated and can carry user growth, transaction volume, and liquidity.

From this perspective, CZ and BNB Chain’s AI Agent strategy is not just following the trend, but using the help of Binance resources to achieve a carefully planned ecological breakthrough - based on Binance capital, developer community and infrastructure, it shapes the cognition of “BNB Chain = Web3 Intelligent Service Infrastructure” and implants it into the market mind.

So, let alone the real-time decision-making, user interaction, and data training needs of AI Agent, is it naturally adapted to the high throughput characteristics of BNB Chain? As long as it can activate the sleeping developers and user stocks, it is expected to become the "direct trump card" of BNB Chain.

Next, it depends on who can get this trump card first.

In fact, in the current BNB Chain on-chain ecosystem, some AI Agent projects have begun to take shape and may become the leader in the next round of narratives.

What AI Agent projects are worth paying attention to in BNB Chain?

If you set standards first, there are actually three main points:

Technical differentiation: Can it solve the pain points of real users, rather than just taking advantage of hot topics (as CZ emphasized in Wenchu, AI Agent development with actual scenarios);

Resource support: Whether to obtain support from Binance Group capital, developer community and infrastructure;

On-chain data: Whether indicators such as user growth, transaction volume, and liquidity are sustainable;

SirenCoin

SirenCoin is quite interesting. It is the first AI Agent token on BNB Chain. Its core is the SirenAI investment analysis agent that provides market insights and signal sharing. It is an AI entity with dual personality - the golden personality corresponds to conservative decisions, and the scarlet personality corresponds to radical decisions. Both coin selection models can independently choose investment currencies, which is considered a factor that is highly consistent with "technical differentiation".

Because it has AI retrieval and analysis capabilities and independent servers, it is not limited to basic AI data analysis, but also involves more complex market strategies and signal monitoring. Through data-driven transparent decision-making and intelligent strategy optimization, every user can directly obtain the latest and hottest on-chain investments and consult Alpha.

Currently, SIREN's overall market value is US$54 million, which is the absolute first echelon in the field of BNB Chain's ecological AI Agent. The "on-chain data" dimension also has a first-mover advantage.

ANDY

ANDY was originally a pure meme token on BNB Chain, but is now evolving towards the direction of AI Agent + EduFi. Education is also a label that CZ has always recommended.

Its core is to use AI Agent technology to create an intelligent assistant platform for the education field, provide personalized learning support, help students improve their academic performance, and guide Web2 users to access Web3 without barriers, especially to explore blockchain-driven innovation in education models.

Currently, ANDY's overall market value is only US$3.34 million, which is considered a unique AI education solution provider in the BNB Chain ecosystem in terms of "difference".

Tagger

If you usually see AI more often, you should be familiar with the concept of "labeling". Model training and iteration of generative AI such as ChatGPT, Grok, and Gemini are inseparable from the feeding of huge amounts of labeled data. The more the number and quality of labeled data you give to GPT, the smarter the GPT will be.

Tagger is a decentralized AI data platform, which mainly solves the efficiency and security issues in data collection, labeling, authentication and transactions. It uses AI auxiliary tools to help users quickly label pictures, text, audio and other data, and at the same time uses blockchain technology to ensure the authenticity and ownership of the data - users can freely trade data on the platform, obtain profits, and share data to promote AI model training.

Currently, Tagger's overall market value is about US$16 million. CZ talked about decentralized AI annotation a while ago, which is very consistent with CZ's view on the field of AI annotation.

Who will the next seed player fall?

In fact, since MyShell, as a representative of AI projects on BNB Chain, has won tens of millions of financing until recently CZ has frequently brought goods in person, a secret but increasingly clear rule has begun to emerge:

In addition to the above two major factors, the "technical differences" and "on-chain data", the flow of Binance resources, that is, the "resource blessing" dimension, has undoubtedly become an obvious weather vane.

Especially when CZ personally participates and publicly supports a certain sub-field, many official signals of progress are no longer so difficult to detect. For example, in the above-mentioned project, SirenCoin's development path can basically clearly reflect the Binance system's support layout for AI Agent:

Binance Alpha will be launched directly on February 19;

2 days later, BNB Chain announced SIREN as the Day 3 winning program of Meme liquidity program;

In addition, BNB Chain also stated that it will distribute US$200,000 in liquidity funds to support SIREN;

Then this week, he counterattacked the weekly list Tier 2 as the "technical misjudgment event protagonist" and locked in liquidity support of $400,000;

Under this seemingly "coincidence", there is undoubtedly a certain inevitability, and it can even be said that it accurately steps on the transmission node of Binance-based ecological resources every step.

Especially in the context of CZ and Binance already vigorously promoting BNB Chain on-chain ecological construction and AI Agent, when a project meets the three major elements of technological differentiation, resource support and on-chain data growth, it is likely to enter a more critical ecological niche.

From this perspective, the double buff of Binance resource support + liquidity competition winning the double record has enabled the market to actively associate and fully price the "Listing Binance" narrative implicitly in SIREN. This potential market expectation not only enhances the market attractiveness of SIREN, but also provides a deeper imagination space for its future development.

Therefore, in this fierce positioning battle for AI Agent, for ordinary users, these early layout signals are not completely uncapable.

For example, there is another interesting detail that SirenCoin revealed in the community not long ago that a major update of the product has entered the countdown. As we all know, key updates to projects are often accompanied by new market cycles - liquidity, user growth, and narrative-driven continuity, which inevitably means new variables on the AI ​​Agent track on BNB Chain.

The market always likes to overestimate the short-term effects of new things and underestimate their long-term influence.

Can the AI ​​Agent narrative of BNB Chain Eco really grow into the next 10 billion dollar track? There is no conclusion yet, but what is certain is that BNB Chain and Binance will definitely create a number of benchmark projects to attract market attention and promote the prosperity of the entire ecosystem.

And the next seed player may be on the poker table.

Conclusion

Will AI Agent become a new narrative on BNB Chain? Or is it just another mess after the fun?

The answer is really hard to say, but some signals are self-evident -especially when CZ's tweets became the K-line engine, and when BNB Chain took the AI ​​Agent track as the main focus of ecological breakthroughs, BNB Chain's potential "direct ace" is quietly emerging.

Whether it is SirenCoin’s two-personal AI trading experiment, or ANDY’s exploration of AI trading with EduFi, to TaggerAI’s attempt to build a decentralized data market, these projects are trying to use AI to rewrite the user experience and transaction logic on the chain.

Ultimately, how far BNB Chain’s AI Agent narrative can go depends on whether it can transcend the hype cycle and truly accumulate product and user growth curves with long-term value.