I'm Betting BIG On These NEW AI Agent Altcoins! [You're Very Early]

today I've got some hot alpha for you I'm going to be deep diving into a crypto sector which has just emerged as one of the hottest sectors in the AI agent space I know some of you right now might be feeling a little bit exhausted in the market maybe even slightly apathetic but I've got to say that right now in my opinion is the perfect time to be researching and getting in the trenches because there are some very clear trends that irrespective of the market are primed for upside and definitely deserve your attention even though

the overall altcoin Market has been bleeding or going sideways as the market is searching for a North star which may come later in the month due to fomc and Trump's inauguration I still think a great use of your time right now is digging deep into the current hot onchain Mets of the market like AI agents and digging into the new launches looking at how the trends are developing because there's a lot of Alpha to be extracted here and here on the Channel I want to give you the earliest Alpha and share with you what I've

been researching and over the past few days I've been deep diving this sector called defi spelled DF AI which is the combination of the existing defi Primitives that we see in web 3 combined with AI agents I think we're moving towards a future where AI agents are going to be completing a lot of our onchain tasks autonomously and there are some amazing new protocols which are cropping up which I believe are going to revolutionize how people actually trade in crypto and you're really really early to it so that's one of the reasons why I've been

spending a lot of time researching hours and hours of research over the past week looking into this sector and in today's video we're going to Deep dive this sector I'm going to give you some of the top all coins that I'm looking at from the new def AI Trend and hopefully by the end of the video you have a better understanding of the sector and you're well equipped to capitalize so if you do enjoy content like this right bring you the latest alfing crypto make sure to click that subscribe button and hit that post notification

Bell down below I'm kind of starting to go back to my roots a little bit more on the channel over the next few weeks of deep diving interesting sectors going back into research I think admittedly some of my content has been very macro heavy kind of discussing Bitcoin and Market um quite a lot but what I want to do is really deep dive into the market to help give you an edge and this is one of the sectors where I think I can definitely do that and I've been positioning in personally so to begin with

to set the scene here about what def AI actually is let's firstly discuss how this AI agent meta came about so firstly we had the AI meme coins this was the first iteration of the latest AI Trend which started cropping up around November last year where you had coins like fart coin coins like goat and then obviously later down the track you had a lot of the AI agents so ai 16z ai xbt start to launch Zera bro and these started to capture the attention of the market so it started with just agents that were

tweeting and they were trading like memes then we started seeing agents that were scraping X or building infrastructure so you know virtuals and axt which scrapes X and makes a bunch of posts an AI 16z which also has its own proprietary framework and is you know working on launching its own L1 so the space kind of evolved it went from pretty much nothing just speculative AI agents to agents actually did something to now the next iteration in my opinion which are agents that allow you to act practically and for me the most practical application in

our daily lives that has the ability to acrw a lot of value via Revenue are the agents that act on your behalf on chain AKA def AI protocols these are the protocols that can actually Garner real users and I think actually improve our lives because at the end of the day the project that succeed the most in crypto and in the real world are projects with product Market fit so salana is a great example of this it has low fees it's fast it has high throughput so it managed to capture the attention of a lot

of retail and get product Market fit in the trading space a lot of people love salana for trading they trade mem coins on Soul they're trading a lot of these AI agents on S coinbase is very similar it has product Market fit so the reason why I like what what's happening in the agent bace right now is because it keeps evolving and now we're seeing applications that actually have a chance of gaining product Market fit whereas the meme coins before although they're fun to speculate on they don't necessarily have utility and they don't have a

way to Garner actual Network effect so you see this post from Kyle here that says the undercurrents have shifted we finally moved past yappers into utility def AI gaming AI now more interesting than what was previously perceived time to start researching again and that's definitely something that I have been doing so what is defi AI well at its core defi AI is in a way a new era for defi so for a long time decentralized Finance has promised to empower individuals with control over their own assets by bypassing traditional intermediaries and offering an open Global

Financial system yet for many defi feels like a maze of complicated user interfaces this is so true I mean last cycle I was very involved in Defi and it's very complex there's a huge learning curve borrowing lending swapping where do you get the best rates how do you keep your fund secure it's very difficult to navigate defy and I think that's where the friction has come in terms of user adoption defi never really grew maybe to the heights of its potential because it was so difficult to adopt as a retail user and this is where

def AI ultimately comes in because it fuses artificial intelligence and and defi together you can basically have sophisticated AI tools which simplify that user experience make it easier for people to use and streamline decision- making so you can think of Def AI as a an AI interface to defi to make things even more simple and easy B defy agents which can autonomously transact on your behalf so you can have swaps taking place on your behalf you can have an AI agent optimizing for the best yield at any given time for your stable coins within your

risk parameters you can have an AI agent automatically updating LP positions claiming the profits and reinvesting on your behalf so you're getting paid passively every month or reinvesting every month depending on your objectives and C you can have def AI agents which research and communicate with you in order to feed you new information which can tweak your decision- making I personally don't think the AI agent narrative is a fad because as a user of defi someone that's been doing this stuff for years I got involved in defi in defi summer in 2020 and was fascinated

with in the early days like makeer compound RV ethereum staking and then 2021 got really into like the fun pones stuff that was happening on Phantom at the time on avac on polygon as someone that's been there and and done it I realized how complex a lot of it was and there were many times so I missed out on a lot of gains because I had to update my LP positions and then one pool ended up you know going defunk did you need to switch it over to another Pool and Bridge it it was so

annoying to keep up with whereas now having agents that can automatically keep up for you I personally see the use case and that's why I don't think it's a fad because you're unlocking a sector that is scary to a lot of people but is the backbone of crypto we all know defi is the backbone of crypto defi constitutes any action essentially that is happening on chain decentralized Finance is in essence what crypto is maybe excluding Bitcoin which doesn't you know have many applications on it due to its lack of smart contracts compared to Ethan salt

but we clearly see the trend here and you can actually see that defi AI although it's very nent people only started talking about this a week ago it's already started to Garner a little bit of attention on X and YouTube and I wanted to be one of the first to fully Deep dive it for you today and I will tell you up front there's not that many protocols in Def AI there are probably two to three proxies which look to be the most solidified leader bets then there's some lower caps which are emerging then there

are some tokens which are kind of Def AI but are more infrastructure so I'm going to give you the full lay of the land today explain the entire sector and show you the types of alts that are on offer and what they do uh to help you understand what it currently looks like and because it's such a nent sector it's going to keep evolving more protocols are going to be launching and I'll keep you updated as I find them because I'm going to be sharing a lot of those with you as I continue my research

I'm researching every day and I've actually found this quite fun because I guess over the past few weeks the Market's been a little bit stale so having the AI agent narrative and and so much development happening on that side um a it gives me confidence that when the market runs again AI agents are going to perform really well but B it's kept me occupied and I genuinely find this stuff fascinating so it's been a really enjoyable experience to put my research hat back on and you know dig deep into these Beyond just the standard proxy

bets of the market like you know AI 16z now and virtuals and some others you know goat far coin Etc defi Ai and AI agent researchers are now both closing in on a$1 billion market cap which seems like a big number but if you actually map out the growth curve of AI agents right now versus the defi boom this is nothing um but it could potentially be even bigger because decentralized Finance was limited as I said in terms of user adoption once you have ai and a lot of these interfaces are going to be as

simple as going onto Telegram and interacting you're basically combining the two which creates a much bigger addressable market so who knows this Masari graphic which you could see in front of you this could be grossly underestimating the potential of AI it could be not just a $70 billion sector like defi hit what if it's a trillion dollar sector personally I believe that's how much potential it does have now in terms of strategies before I get into the old coins you basically have two strategies to play the defi AI sector strategy one just buy the large

cap AIS that are the leading proxy bets in the market you can't really go wrong with this things like AI 16z to to an extent AI xbt virtual so that there are some flaws to the economic model which we can maybe get into in a future show and then for the def AI sector specifically there are a couple which I'll get into in a minute here which are the general proxy bets for the market just cuz they are the leaders now sometimes the leaders get replaced sometimes there a new coin which becomes a leader but

generally speaking you're going to capture a lot of The Upside maybe not the highest upside to a sector but a lot of it just from betting on the leaders especially if you're more riskof that is an option that's strategy one strategy two is buying the smaller cap AI protocols that are building let's say in Def AI so these might be slightly more risky bets because they aren't necessarily leaders but they're valued at value valuations that you think relative to the overall Market have a lot of growth left in them so these are higher upside plays

but they're riskier now I personally think always going for high beta plays so strategy 2 can be a bit risky because sometimes the leaders just keep on leading so a lot of the time it's great to have some exposure to the leaders of each sector so what I would say is pick an amount based on your risk tolerance and your skill level that you're comfortable with if you are a little bit more risk off and maybe you're not trading as much as me in the market you might just go for the the large cap AI

proxies you know AI 16z to virtuals axt um to an extent I don't think it's as solidified as a6t fcoin if you want some meme exposure um and some of the other bigger like AI protocols that's one way they're all going to benefit maybe they won't go up as much as lower caps but they're going to benefit and then strategy two and we're going to cover a mix of both in today's video that's going in the trenches a little bit more and investing in riskier stuff so you have a higher chance of losing your money

but if you hit something you'll make more so I guess it's about picking an amount that's comfortable for you is at 730 is at 50/50 all depends on your risk tolerance and skill level in the market so now what I want to do is I want to break down the def AI landscape and give you a feel for the tokens that are out there and some of the ones that I've personally got my eye on so the def AI landscape can be broken down into one AI abstraction two autonomous portfolio management and yield optimization three

market analysis and prediction and four infrastructure and platforms like wallets and loose infrastructure I think the protocols which are focusing on abstraction and autonomous portfolio management I think these have the most upside I definitely think predictive elements like market analysis is is good but I think the base layer infrastructure that's actually EMP powering a lot of these autonomous actions on change is a lot more interesting and higher upside for me personally because obviously wallets technically are all going to benefit from more def users but it's not as direct of a bet today I want to

focus mostly on the pure def AI bets as opposed to Broad infrastructure So currently if you look at the market there are four main leaders which most people consider to be the def AI proxy bets you have grift Anon griffan and neur these are the top four breaking down what they do griffan is perplexity for crypto Anon is a multi-chain chatbase defi companion so it's the one that Danielle sesta you might remember him from spell and Wonderland money last cycle he's back building stuff has been teasing a lot of very interesting technology which we'll dive

a little bit deeper in in today's video then you've got neur which is also perplexity for crypto but open sourced then you've got grift which is an all-in-one userfriendly def platform with Public Access and the interesting thing is a lot of these aren't at crazy market caps so I'm not speaking about a narrative now that is you know widely known the majority of you guys probably haven't heard of Def Ai and even if you have you've probably only seen it just over the last few days starting to gain traction on Twitter so this is a

nent sector but I'm all about right now researching the nent sectors and these interesting use cases before they take more of a foothold in the market because once everyone is using them there'll be less opportunity the big opportunities in crypto are getting in early to new trends so this is the lay of the land when it comes to the tokens in the space now just remember if you go into coin Gecko and look at def AI you'll notice that a lot of the protocols listed here aren't actually pure def Ai and you'll also notice if

you know the space well that a lot of really amazing def AI protocols aren't even listed on coin gecko like mode is an example they've been building def AI for over a year they're not listed here because they're ryant on coin gecko or the team to actually add them manually to this list so I think it's not as simple as just going onto coin Gecko and bidding all these coins randomly because it requires a little bit of research to decipher okay what is actually real defy Ai and what's just grifting and in today's video I'll

go through the ones which are very in my opinion P more pure bets on Def Ai and obviously there are protocols which are going to Pivot and new launches which are going to come out and I'm sure this space will keep evolving as I said it's really nent and as it does I'll update you I might add new coins to my watch list I'm because I'm researching so much I'm probably going to find new stuff almost every day but today I'm laying the land for you to understand the sector a little bit better so let's

just go through some of these top ones in a bit more depth I've skimmed over them for you but let's go over them so griffan this is probably the main one that ran first this is basically a coordinated network of AI agents that help you take action on chain if you look at the video here you can see basically it can you know buy and sell and swap on your behalf basically like a trading bot but uh AI with this interface and you can build your own agents to act on chain for you it's not

open sourced like grift is which I think is one of the benefits of grift I don't hold a position in it I'll disclose throughout this video when I do hold a position in something but it is obviously the leading play and the thing is the leaders in the market irresp of whether they're the best token or have the best valuation there is something to be said for playing the leading proxies just based on how they react AKA when def AI runs if griffan keeps running then it's a good proxy irrespective of if there's better Tech

out there another interesting Tech stack which is actually defy AI is limitus this is a project that I've spoken about on the show a couple of times and we were lucky enough to get a really good entry in the miles high club and um from the YouTube video as well which I did around 70 m it's now sitting at around 150 to 160 mil this is Def AI because basically it takes over your device and it can execute swaps on chain as you're seeing it's basically running someone's MacBook for them it's swapping on Phantom it's

doing a bunch of tasks it can also take over your iOS device as well so this is a little bit of a different approach it's not a standalone agent but it's an overall solution that can combine workflows to take over your device so it's kind of like griffan on steroids in a way but I also understand it is a different target market that this is going after probably more so Enterprise use cases and people that need Advanced workflows they're probably going to benefit from this a little bit more if you just want to open a

swap it's probably quicker to use griffan but nonetheless it is a def AI play but you'll notice it's not listed on coin gecko because as I said coin gecko is not fully up to date with this stuff so you need to um look at it through your own lens as well and work out what's actually def a and what isn't um def AI now another clear leading proxy alongside griffan is hey Anon now hey Anon is founded by Daniel cesta as I mentioned before he was the founder of Wonderland money I'm sure a lot of

you guys like me played around with that last cycle and spell um which once again I'm sure a lot of you played around with that last cycle he is back building and he has created Hey Anon which is a new def AI protocol which is actually very cool basically executes trades allows you to get real-time crypto news view view your portfolio and basically enables agents to take over all of your def use cases across multiple platforms so it's kind of a One-Stop shop Tech stack um abstraction layer for defi to allow you to act autonomously

on chain Danielle aesta here says as defi AI is the abstraction layer of defi only the best tech wins doesn't matter your logo your marketing campaign AI ches the best cheapest and fastest with hand on we bring that abstraction layer to all of our partner l1's and l2s um like Sonic on phantom for example let the tech decide essentially and based on what I've seen the tech looks really cool you can see a trading bot here basically enabling you to enter what you want to act on chain and then it basically has been swapping and

depositing liquidity automatically for you this is just one of the Bots but I'm sure a lot more is going to be rolling out over the next few weeks this is one that I have Tak a liquid position in it has had a bit of a selloff it pumped um when it was getting a little bit of hype on X to 18 it's now back down to 12 and is uh tucking back into the moving average here for anyone interested in the technicals so those are probably the two proxies right now like the biggest proxies griffan

and he Anon and they're slightly larger in market cap now one that isn't on coin gecko but I'm really surprised people aren't talking about when it comes to defy AI is mode because this is essentially what they've been building for James Ross the founder of mode Network says everyone's focusing on D AI convenient we've been cooking it at mode Network longer than anyone else in January we'll bring the mode terminal which allows you to swap steak and farm with AI enabled chat the syth subnet main launch which has the most powerful price forecasting data for

agents and llms and much more PS a lot of grifters in the space now remember those that were here from day one these guys and you can look at what they've been publishing over the last year have been building def AI longer than pretty much any protocol in the space so as one of the ogs I think there's a good argument to be made um the market cap is still very cheap I mean it's compared to some of its competitors now sitting at 94 million you've got AI 16z a newer protocol at 1.3 billion and

you've got some of these newer ones like hey Aon Gane also sitting higher so just in terms of market cap I do like this one and I've had a position in this one for quite some time I spoke about it um a few times on the shows and also in the MS high club we' got quite a nice entry on this in breakout here at14 at one point it ran up 280% now it's sitting 135% above our entry but is now retesting uh quite a nice support level if you're interested in the technical so I

think Mod's being a little bit slept on considering it's the layer two built exactly for def Ai and I think it synergizes really well and I do expect it to be added to coin gecko in the coming days it would surprise me if they weren't those are the main ones for now I don't want to overwhelm you with too many protocols I think these are the ones you can research further in your own time in a minute I'm going to give you some of the tools that you can use to research further over the next

few days I'm going to be probably finding new def AI plays the two that I hold exposure to a mode and Aon from this video graffan I don't have a position in personally but as I said if you want a leading proxy it does make sense to me logically in the M high club which is my Discord Community I'm going to be sharing new positions as I add them because there are a few low caps which I'm looking into which really excite me but I'm just doing more research on them and when I take a

position I'm going to post in the alpha channel so if you are interested in the defy AI sector and you want the latest Alpha there which coins I'm adding maybe some slightly lower cap riskier stuff that I don't necessarily want to speak about on the channel right now I'm going to update all of you that are in the Discord there first and this is definitely a sector which uh I'm digging really deep into over the coming days and weeks and I'm sure I'll end up making a follow up on YouTube at some point where I

can update you with some of my latest picks but all the early Alpha is going to be in the Discord so there's a link in the description below if you want to join and I keep researching my team keeps researching and we keep digging deeper but today I wanted to give you the the general framework and the gist behind it I also wanted to share some tools that you can use to research these better yourself that I think are really helpful and in the link in the description below I'm also going to have the links

to these because it's going to help you find new coins yourself um obviously I can give you a fish but I can also teach you to fish and one of the ways that you can fish are by finding protocols on these websites which I personally use one is cookie. fun it has all the new launchers the top agents for M share so you can see what's gaining traction axt fcoin a16z griffan wrecked if you see something new that pops up look into it that's pretty much how I use it oh is there something gaining mind

share what is it what does it do is it interesting what creatives are talking about it most people are lazy so if you can do this yourself every day you're going to be able to extract a bit of extra Alpha Above the Rest of the market basically finding gems in crypto does just boil down to looking just be actively looking all the time assessing what's performing in terms of market cap and in terms of Mind share and just research each one and see if things fit your investing framework I have a framework on my Twitter

as well if you go into the highlights tab of the questions I asked before I buy any coin so you can quickly run through each of those questions and um look at new coins and assess them and do DD on them another amazing tool is AI agent toolkit. XYZ this basically has all of the Frameworks for each AI protocol and also the edge so for example Eliza OS has the first mover Advantage um rig has high performance reliability and a modular design so you can see all of these models if you're really interested in the

tech side and look through them you can also see the uh GitHub total commits distribution Etc so for those that are a bit more techsavvy or just interested in learning more this is also a valuable website that I've found and then goat index is another one which also has the M share and this also enables you to look at the followers that a certain AI project has the market cap so you can do follow to market cap ratio the amount of holders which is a very valuable data point if holder distribution is growing very naturally

over time that's a good sign they're building Community which is one of the prerequisites in my sheet that I uh or the questions list that I look for I'm also going to link that in the description by the way to make it easy for you and um yeah you can tick that off and looking at the holder growth can really help so I like this as well it also enables you to look at potential airdrop opportunities by looking at coins with no token yet and you can also look at AI protocols which are launching soon

but haven't launched yet and you can also assess the recent launches see if you can extract any Alpha and get in early some of these I definitely have my eye on but once again I'll be sharing in the MS high club first because a either I'm not ready or B I don't think the market cap makes sense for me to share on the YouTube channel just yet all resources in the description are linked below hope you did enjoy this deep dive into the def AI sector it's a sector that I keep researching and if you

are a researcher yourself I think there is definitely a lot to find here and I think you'll have a lot of fun digging deeper into the weeds like I have I'll see you in the next video tomorrow we have Jason Pino coming on the channel for a bit more of a macro Bitcoin a market look which I think is is going to be really valuable for us to get a little bit more bearing on our current coordinates in the market looking into what's going to be a pretty busy few weeks in crypto with the CPI

data next week Trump's inauguration and fomc it's going to be crazy I'd love to see Jason's take on the technical and cycle based side see you in the next one peace out