Virtuals leads the way, CreatorBid lurks, here's a look at the latest developments in the AI Agent track
It’s been about 7 months since the AI Agent boom started. The boom started with the birth of @truth_terminal ➙ @pmarca invested in it ➙ Someone issued a token for it ➙ It started to promote the token ➙ @virtuals_io launched an agent tokenization platform ➙ AIDOL and conversational agent phase ➙ alpha agent phase, @aixbt_agent rose ➙ framework phase, @elizaOS (formerly ai16z) launched the open AI developer movement ➙ small-scale AI x game attempts (but no one survived) ➙ DeFAI phase (vision is still strong, but execution is weak). This is roughly a summary of the main stages of the AI Agent track.
Evolving from these stages are a handful of solid AI agent teams—which are still active, constantly launching new products and features. Most importantly, there are still some ecosystems that remain strong, providing support to developers, helping product ideas get off the ground, and driving AI products and tokens from conception to successful launch. These ecosystem leaders provided invaluable support.
Web3 AI Ecosystem Leaders
In the field of Web3 AI, ecosystem leaders remain the core pillars, because the community is the core component of the crypto world - the community is the key to whether the token can form a network effect. Over the past 7 months, we have seen multiple ecosystem leaders rise and fall. But the projects that are still active stand out in the following aspects.
Virtuals
@virtuals_io has the most diverse products in the ecosystem - including alpha signals, terminals, on/off-chain data, agent workflows for audits and security analysis, bots, investment DAOs, trading agents, prediction agents, sports analytics, music, DeFi, and more.
Virtuals is arguably the strongest in storytelling and shaping narratives, and is also the team that is best at listening to community feedback and iterating quickly. However, although they provide a wide variety of services, there are actually only a few teams working on products that can provide real value (not just entertainment) to users.
Virtuals is the first player to launch a groundbreaking AI Agent launch platform, allowing anyone to publish a conversational agent and bind a token. This mechanism is a double-edged sword - Virtuals can charge fees and gain value from these launches in the early stage, attracting a large number of short-term speculators and value harvesters.
CreatorBid
Players like @arcdotfun are taking a completely different path. Instead of building a "launch platform" and encouraging as many projects as possible to go online, they focused on building the AI Agent marketplace "Ryzome" by working with a small number of high-quality projects and integrating their products and services into their MCP infrastructure.
ElizaOS
Of all the frameworks, the most flexible one is @elizaOS. Eliza supports various integrations, such as secure execution through TEE, conducting transactions, analyzing real-time on-chain data, executing smart contracts, managing wallets, etc.
The framework supports multi-agent systems, allowing developers to create a group of agents with different personalities, goals, and key indicators (KPIs) to collaborate to complete tasks.
Bittensor and CreatorBid
Bittensor is still the largest ecosystem with the most diverse intelligent models, and the only one truly committed to combining Bittensor subnet intelligence with AI Agent/Agentic workflows is @CreatorBid. This team has not performed well in terms of distribution, but has a clear goal of "firmly supporting Bittensor".
In Web3, if you are working on a long-term product, you must think about how to keep the community engaged in the short and medium term.
Conclusion
Each of the above projects has its own advantages, but in the short and medium term, "distribution ability" + "ability to attract speculative funds" are the core moats. Whether you can continue to create enthusiasm and attract players to continue betting in your "casino" is the key to the operation of the system.
Virtuals is currently the best performing project in this regard.
