The rise of investment research and analytical AI agents, taking stock of projects worthy of attention in the market: $AGENCY, $TRISIG, $KWANT, $COOKIE

Author: Deep Chao TechFlow

Crypto assets are currently recovering after experiencing a period of "Christmas discounts."

Among them, AI Agent-related projects are still the ones that have rebounded the most, reflecting the continued optimism of funds. However, the differentiation effect in this big track is also obvious:

Some projects may not come back after falling, while some projects are rebounding together.

Among the projects that have rebounded significantly in recent days, except for a few leading projects, one type of subject may be worthy of your focus -using AI Agent to engage in crypto investment research.

Don’t get me wrong, the current Agent is obviously not qualified to be a professional market analyst. In the past, there were also Agents like AIXBT that helped you analyze Alpha projects and became popular;

However, the "investment research type" AI agents at this stage are more detailed than AIXBT. Some can help you look at the K-line for technical analysis, some can help you analyze whether the project has Rug risks, and some can generate Summary of information similar to research reports...

Making features in a certain small direction can partially provide a reference for transactions, which is why these agents are currently attracting attention. After all, they are close to money and transactions, and the probability of being favored will also increase.

The Shenchao Editorial Department has compiled several of the more prominent projects and summarized them as follows.

$AGENCY( Agent Scarlett ): Your little

agent for token adjustment

CA:

5UmDWgyLV1JBg8Jr8NwyezXdQkiU3vHGJu2efm7Cpump

Current market value: 12M

7-day increase: 1100%

Agent Scarlett looks more like a token analysis robot. You can quickly use Scarlett to identify and investigate potentially suspicious projects and gain a comprehensive understanding of any token.

It is worth mentioning that this AI Agent is also based on ai16z's Eliza framework, and has been highly discussed on crypto Twitter in recent days.

In terms of token economy, 10% of AGENCY tokens will also be donated to ai16z DAO.

Functionally, she is currently available for everyone to use on Telegram and Twitter at no cost ( tutorial for use ).

And the method of use is also very simple. You can @ her on TG or Twitter, then enter the address of the token contract you are interested in, and she will automatically return the results to you.

From a practical point of view, the better thing about Scarlett is that the analysis she returns to you includes the fundamentals and on-chain situation of a certain token. For example, it will tell you whether social media sentiment and token-related organizations and KOLs are We have given support and attention; at the same time, we will also summarize the currency holding addresses, number of people and other data on the chain for you.

At the same time, she will also list the advantages and disadvantages, similar to a short (shallow) research report.

You can also continue to ask her more questions to get more in-depth answers (which also tests your ability to ask questions).

However, the editors in the editorial department have long seen similar products, such as Copilot on Messari and Scopechat on 0xScope, which look like an encrypted version of GPT.

However, the current market seems to be very interested in such small assistants with tokens. Relevant data shows that the discussion of $AGENCY is rising rapidly, and it is also obvious that the mutual influence between discussion and price can be seen.

Judging from the distribution of chips, among the approximately 3k currency-holding addresses, retail investors holding less than US$100 account for almost half. This seems to reflect the leek-like physique of this type of AI Agent:

• It’s free for you to use, and everyone can play it. After using it, I thought it was pretty good, so I bought it.

• It is very easy for KOLs to use it as a target and spread it. After all, it is a harmless analysis tool that everyone likes, and there is no need to link a wallet.

$TRISIG (Tri Sigma 3σ): Will write research Thread on X

CA:

BLDiYcvm3CLcgZ7XUBPgz6idSAkNmWY6MBbm8Xpjpump

Current market value: 33M

7-day increase: 578%

TriSig is a witty crypto analyst who claims to be able to identify early alpha projects and answer challenging questions in a simplified manner and share his views on any major events or movements in the cryptocurrency market.

Its name and image are more mathematical (corresponding to the mathematical symbol σ: Sigma), and more towards the direction of the omniscient and omnipotent AI Creator.

Functionally similar to the aforementioned $Agency, that is, you ask questions about tokens and he will answer them.

But the difference is that TriSig on TG is currently just a robot for entertainment purposes only. Serious analytical dialogue is limited to X.

Just follow @tri_sigma_ on X and use it for analysis on any tweet interaction.

What’s more interesting is that he himself can write tweets and give a quick research introduction to a project, including what the project does, current social media sentiment analysis, and his own subjective long-short judgment.

In addition, this project is also very community-based. If TriSig is impressed by your question, it will give away $TriSig tokens in the form of an airdrop by asking you to leave your wallet address in your tweet reply.

Looking further at the data, we can see that the price of TRISIG tokens has risen rapidly in the past 2-3 days, which corresponds to the gradual increase in external discussions; as of today, the price has retraced significantly, but the discussion is still increasing.

In terms of chip structure, there is not much difference between addresses holding less than 100 US dollars and less than 1,000 US dollars. Compared with the previous project AGENCY, everyone prefers this token to have heavy positions, but at the same time its market value is also higher.

$KWANT (kwantxbt): Focus on technical analysis and give price points

CA:

9Yt5tHLFB2Uz1yg3cyEpTN4KTSWhiGpKxXPJ8HX3hat

Current market value: 6M

7-day increase: 25% (24h 70% rebound)

If the first two projects also provide fundamental investment research, Kwant is more direct, directly analyzing token trend charts and making investment suggestions for you.

The usage method is also very similar. Just go to @KwantAI_bot in TG and send it the CA of a certain token, and you can get pure technical analysis, including but not limited to the relationship between volume and price, image patterns and subsequent operation suggestions.

Unlike general projects that say "NFA" (not investment advice), KWANT directly gives you very specific practical suggestions such as support levels, breakthrough levels, and stop loss levels.

Of course, any crypto investment has huge fluctuations and risks, and KWANT’s will certainly not be able to be a victorious general; but when the AI ​​Agent gets more information and has the characteristics of continuous learning and evolution, do you believe in the so-called “group friend boss”? Are you given entry points, or do you trust the ones given by AI?

Having one more reference and voice is not a bad thing in any case, this is the lower limit for this type of project to be pursued by some people.

In addition, since the KWANT token has been released for more than half a month, it is not very meaningful to look at the recent social media sentiment, because there are always people discussing KWANT every once in a while. If we only look at the price, the recent rebound trend of the token Very obvious.

In terms of chip structure, small retail investors still make up the basic market, and there are not many users with heavy positions holding more than 25K. The author thinks a possible reason is:

Compared with bots that research fundamentals, these types of direct points have a higher rollover rate and can easily turn into negative teaching materials that are inaccurate many times.

$COOKIE (Cookie.fun): Provides data and sentiment analysis for all AI

coins

CA:

0xc0041ef357b183448b235a8ea73ce4e4ec8c265f (both BSC and BASE)

Current market value: 24M

7-day increase: 7%

Note that this project is not an AI Agent, but a data analysis platform that is rapidly emerging in the AI ​​Agent craze.

The reason why it is listed here is that the editor and analysts from external networks often use this platform to observe hot trends in the current market, which can provide a lot of meaningful data for investment research;

And the platform also has its own token $COOKIE. One of the important functions is that you can pledge to use more data analysis functions of the platform, such as viewing the on-chain chip structure and whale holdings of an AI Agent token. And more sentiment indicators to assist decision-making, etc.

In the attention-driven encryption market, understanding the relationship between sentiment and price is crucial to analyzing a certain project. Therefore, data analysis platforms such as Cookie certainly have their own significance, and data analysis focusing on AI Agent can also be used in the boom. Quickly occupy an ecological niche.

In contrast, the platform currency is not a Meme, and it is not an AI Agent currency in a strict sense. Therefore, the price fluctuation range is also limited, and it provides more practical value.

Where are we?

From making jokes about memes, to trying to guide you to "make money", AI Agents in the encryption market continue to evolve, and the industry has fully blossomed in just a few months.

It’s hard to say whether it will bear fruit, but this kind of blooming of a hundred flowers does have a certain feeling like the DeFi Summer at that time.

If you look back on the timeline of the last few months of 2024, you can clearly find a context:

From having no real meaning to trying to find more real meaning, the AI ​​Agent token is looking for more functions to support the narrative.

For example, social networking, making music, helping you build a development framework, or investing in research. In the current market, if you are not related to AI, you seem to be embarrassed to talk about your selling points.

The only thing we can do is to clarify which stage we are in, and make corresponding operations and judgments based on the hot spots of the stage.

As for when the final chapter will come after the commotion, it is an unpredictable and useless question. After all, there is always someone paying for the feast, and there is always someone benefiting from the trend.

Grasping the trend is the main theme of the encryption market.