Trump's $500 billion make a strong push AI; Is AIXBT's competitiveness declining? | AI Daily

Original author: S4mmyEth, Moca Network researcher Original compilation: zhouzhou, BlockBeats

Editor’s note: On January 22, 2025, the AI agent market is experiencing rapid development, with major agents such as Fartcoin, AIXBT, and Virtuals dominating Mindshare, but their market value has undergone adjustments. Trump announced a $500 billion investment to promote AI infrastructure construction, which is expected to promote the integration of AI and cryptocurrency. DeFAI infrastructure is expanding, with agents such as Griffain, Moby, and HeyAnon driving the development of automated financial tools. Frameworks like Virtuals and ARC continue to attract developers, demonstrating strong market potential.

The following is the original content (for ease of reading comprehension, the original content has been edited):

Quote:

“President Trump announced that OpenAI, SoftBank, and Oracle will invest $500 billion over the next 4 years to build AI infrastructure in the United States.”—CBSNews

“The AI agent will create several generations of wealth…whether you are there or not, the choice is yours.” - cyrilXBT

“AI storytelling will drive cryptocurrency in 2025.” —rektmando

“DeFAI DeFAI DeFAI DeFAI DeFAI DeFAI DeFAI……” —ColdBloodShill

“Are we already back in the AI era?” — Nansen AI

Key Points

The AI agent market continues to develop rapidly, with major players consolidating their market share and new entrants also gaining attention. Trump announced a $500 billion investment in AI infrastructure over the next four years.

What does this mean for AI and Crypto? Should the market value of the agent market exceed $15 billion as the potential of the AI agent market emerges?

Fartcoin and AIXBT still maintain the dominant position in Mindshare, but after the intense market, the market value has declined, possibly due to capital rotation within the AI segmentation market?

Virtuals, Ai16z, Griffain, Arc, Rektguy, HeyAnon, AVA, Moby, Zerebro, etc. are all rising with the flow of profits.

Noteworthy changes:

Fartcoin: While maintaining its dominant mindshare position, the market capitalization has been adjusted, indicating a healthy profit realization after a sharp rise.

Virtuals: As a cornerstone of AI agent infrastructure, Virtuals expands its developer ecosystem and supports integration with any framework through API integration.

AIXBT: As a leader in analytical infrastructure, AIXBT faces challenges of declining market value as attention shifts to emerging agents.

ARC: The market value and developer participation have increased significantly, demonstrating its potential to challenge existing leaders as an AI framework.

HeyAnon, Griffain and Orbit: With the adoption of developers, the abstraction layer of DeFAI is growing, driving its development.

AVA: Implies the integration of 3D animation with the pudgypenguins ecosystem, and the trial version is being launched.

agent analyze one by one

Fartcoin

Mindshare: 12.24% (+0.25%) Market Cap: $1.72 billion (-12.2%) Analysis: Fartcoin remains a dominant narrative with sustained high liquidity and participation. The moderate market value retracement after the market surged indicates healthy profit-taking.

“Everyone buys Fartcoin at the price they deserve.” - TaikiMaeda2

AIXBT

Mindshare: 10.23% (-0.63%) Market Cap: $564.85 million (-13.1%) Analysis: AIXBT continues to dominate the analysis infrastructure field, but faces a decrease in participation due to the shift of attention to the new agent.

Virtuals

Mindshare: 5.53% (+0.06%) Market cap: $2.74 billion (+4.3%) Analysis: Virtuals has consolidated its position as the foundation infrastructure of the AI agent economy, and with the adoption of GAME SDK and the expansion of its API ecosystem, it further enhances developer engagement.

Is Elizaagent about to be launched?

Agent-2-Agent business cooperation is accelerating, seraphagent has reached an agreement with Gekko Agent - the ‘agent society’ is developing.

AI16Z

Mindshare: 4.55% (-0.33%) Market Cap: $1.27 billion (+30.4%) Analysis: AI16Z is keeping developer interest and market confidence through integrations like Virtuals API, which has been restored after price recovery.

Development is still ongoing, and trading submissions have been improved in efficiency.

Now your AI agent can trade more efficiently.

Griffain

Mindshare: 3.57% (-0.02%) Market Cap: $553.18 million (+8.4%) Analysis: Griffain’s modular framework has been steadily adopted, maintaining its competitiveness in an increasingly competitive market by using its tools, with the adoption of the agent engine accelerating.

“The goal is to create an agent economy that makes the agent engine valuable to users. The agent engine is an agent network that simplifies network collaboration.”

ARC

Mindshare: 2.42% (+0.13%) Market Cap: $5.6205 billion (+22.3%) Analysis: ARC has shown significant growth in two indicators, attracting the attention of developers, including activity on GitHub and collaborative projects with LISTEN and Monad hackathons.

“I am pleased to collaborate with monad xyz and participate in the evm/accathon at ETHDenver.” - 0thTachi

Emerging Trends

Meme Trend: Fartcoin maintains high Mindshare, highlighting the enduring power of narrative-driven assets.

DeFAI Infrastructure: Griffain, Moby, Orbit, and HeyAnon continue to expand automated financial tools, demonstrating wider adoption.

Framework leadership: AI16Z, ARC, and Virtuals as developer-scalable frameworks are leading, with the latter integrating all other frameworks.

“Original Link”