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Fartcoin Price Correction, AIXBT and Moby Continue to Surge | AI Daily
Original Author: S4mmyEth, Moca Network Researcher
Original Translation: zhouzhou, BlockBeats
Editor's Note: The AI agent market on January 23, 2025, is experiencing rapid development. Today's analysis focuses on the changes in mindshare and market value of agents such as Fartcoin, AIXBT, and Virtuals. Fartcoin leads in mindshare but experiences a market value drop; AIXBT and Moby see market value growth, attracting developer attention. Emerging trends include DeFAI expansion and the adoption of framework tools. The article also discusses capital rotation and agent competition in the market. Overall, the AI agent market is undergoing rapid development and fierce competition, with innovation and ecosystem integration being key to the future.
Below is the original content (reorganized for easier comprehension):
Quotes:
"I genuinely believe cryptocurrency is the currency of AI." — Xia Peng
"[AI agent] will leave the meme supercycle behind... [AI] supercycle will come sooner or later." — cyrilXBT
"I now believe that anyone in my comment section speaking in complete sentences is AI." — punk9059
"Another sign that we've hit a data wall... [companies like OpenAI and Google are paying content creators to buy unused video footage to train their LLM.]" — 0xPrismatic
Highlights:
· Industry-wide capital rotation has begun.
· Fartcoin maintains its leading position in mindshare, although its market value has dropped, while Ai16z overtakes Virtuals in mindshare, ranking third.
· Infrastructure/framework players like Ai16z, Pippin, ARC, and Virtuals are driving adoption, with developers seeking scalable tools.
· Emerging trends indicate deeper integration between ecosystems as the concept of cross-chain agnostic agents spreads.
· Emerging players like Moby and Orbit continue to gain traction in DeFAI, joining HeyAnon and Griffain as mainstream on-chain agent solutions.
·On-chain Execution and Agentic "Swarm" Collaboration has become a hot topic in the developer community; therefore, please pay attention to new innovative breakthroughs in the market.
Key Changes:
1.Fartcoin: Continues to lead in mindshare but experiences a market cap decline, indicating a healthy pullback after rapid speculative fund inflows.
2.AIXBT: With increasing speculation about more CEX listings, its market cap continues to rise.
3.Virtuals: As a cornerstone of Agentic infrastructure, its buyback and burn mechanism is closely watched by degens.
4.ARC: Due to recent developer activity and partnership launches, the market cap has seen a decline.
5.Moby: Market cap and adoption significantly increased, solidifying its position as a key player in whale monitoring and DeFAI infrastructure.
6.The God/S8n "Nothing" token makes a comeback in mindshare, attracting attention with its extensive follower network.
Agent-by-Agent Analysis:
Fartcoin (FartCoinOfSOL)
Mindshare: 13.09% (+0.85%)
Market Cap: $15.8 Billion (-12.4%)
Commentary: Fartcoin continues to dominate memetic narratives but sees profit-taking. Liquidity remains robust, ensuring its relevance in the speculative market and making it a preferred target for CEX listings.
AIXBT (aixbt agent)
Mindshare: 9.1% (-1.13%)
Market Cap: $6.43 Billion (+14.3%)
Commentary: AIXBT's analytical infrastructure sees a decline in mindshare metrics, with new frameworks attracting more attention. However, liquidity and engagement remain resilient, with a 14% increase in market cap.
Is a CEX listing imminent? AIXBT seems to think so: "kucoin, okx, lbank, and bitmart will be listed within the next 48 hours" — aixbt agent
Or is this an illusion?
Virtuals (virtuals io)
Mindshare: 4.39% (-1.14%)
Market Cap: $27.5 Billion (+5.4%)
Comment: Virtuals has solidified its role as Agentic infrastructure, with the adoption of GAME SDK and ecosystem integration leading its development.
cryptoboys27 provided a dashboard link tracking Virtuals' buyback and burn 30-day TWAP updates.
AI16Z (ai16zdao)
Mindshare: 4.76% (-0.21%)
Market Cap: $11.1 Billion (-11.2%)
Comment: AI16Z has maintained developer interest through integration and collaboration updates, although the market cap reflects broader profit-taking.
Listed on Kraken.
Griffain (griffaindotcom)
Mindshare: 3.75% (+0.18%)
Market Cap: $5.2 Billion (-4.6%)
Comment: Griffain's modular agent engine continues to gain attention among developers, steadily growing in a competitive field.
Listed on Kraken
ARC (arcdotfun)
Mindshare: 2.31% (+0.09%)
Market Cap: $4.98 Billion (-13%)
Comment: ARC has seen significant growth in market cap, benefiting from GitHub activity and ecosystem partnerships. It is emerging as a strong competitor in the AI framework market.
Rektguy (RektguyAI)
Mindshare: 2.07% (+0.15%)
Market Cap: $72.52 Million (-2.6%)
Comment: Rektguy continues to thrive as a memetic darling, leveraging strong community engagement and a proprietary art GIF content creation tool.
AVA (AVA holo)
Mindshare: 2% (-0.05%)
Market Cap: $1.99 Billion (+3.2%)
Comment: AVA's cross-chain adoption has slowed, but ongoing integrations with popular projects like Pudgy Penguins suggest future growth.
Moby (mobyagent)
Mindshare: 1.82% (+0.23%)
Market Cap: $1.59 Billion (+19.5%)
Comment: Moby's whale monitoring tool has resonated with developers, driving adoption and strengthening its position in DeFAI.
Hey Anon (HeyAnonai)
Mindshare: 1.58% (-0.12%)
Market Cap: $2.64 Billion (-6.8%)
Comment: Hey Anon has solidified its leadership position in DeFAI strategies, focusing on integration and community-driven updates.
Zerebro (0xzerebro)
Mindshare: 1.56% (-0.08%)
Market Cap: $1.78 Billion (-9.2%)
Comment: Zerebro continues to gain developer engagement, but faces a decline in metrics amid shifting market sentiment.
Henlo (henlokart)
Mindshare: 1.31% (+0.04%)
Market Cap: $39.20 Million (-3.5%)
Comment: Henlo focuses on AI-NFT narratives, and despite a market cap dip, it continues to attract participation from a niche market.
Orbit (orbitcryptoai)
Mindshare: 1.27% (+0.06%)
Market Cap: $1.30 Billion (+8.6%)
Comment: Orbit's abstraction layer has bolstered its position in DeFAI, showcasing the potential of abstracting crypto complexity through Agentic tools.
Pippin (pippinlovesyou)
Mindshare: 1.26% (-0.09%)
Market Cap: $1.78 Billion (+5.2%)
Comment: Pippin's framework tool has seen adoption among developers, with the mainnet officially launched.
GOD (god / s8n)
Mindshare: 1.22% (+0.11%)
Market Cap: $14.74 Million (+6.4%)
Commentary: GOD re-enters the Mindshare Top 15 as Hells Requests goes live, SHL0MS' "Nothing" ecosystem expansion attracts attention.
Emerging Trends:
Memetic Strength: The continued dominance of Fartcoin highlights the power of speculative narratives, although the market cap has slipped, capital rotation continues.
DeFAI Expansion: Moby, Griffain, and Hey Anon indicate increasing adoption of automated financial tools in the AI ecosystem.
Framework Development: Virtuals, ARC, and AI16Z are at the forefront of providing scalable developer tools, but Pippin has emerged as a competitor after its mainnet launch.
Profit Rotation: Capital flows indicate rotation between mature protocols and emerging frameworks.
“When one [AI agent coin] type rises, others often fall... Hold all coins or know how to rotate trades.” — rektmando
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2.Believe Ecosystem Tokens See General Rise, LAUNCHCOIN Surges Over 250% in 24 Hours
3.Tiger Securities Introduces Cryptocurrency Deposit and Withdrawal Service, Supports Mainstream Cryptocurrencies such as BTC and ETH
4.Current Bitcoin Rally Possibly Driven by Institutions, Retail Traders Yet to Join
5.Binance Wallet's New TGE Privasea AI Participation Requires a 198 Point Threshold, with a Point Consumption of 15
Source: Overheard on CT (tg: @overheardonct), Kaito
PUMP: Today's discussions about PUMP focus on its new creator revenue-sharing model: the platform will allocate 50% of PumpSwap revenue to token creators, sparking varied reactions from users. Some criticize the move as insufficient or even misleading, while others view it as a positive step the platform is taking to reward creators. Meanwhile, PUMP faces market pressure from emerging competitors like LetsBONKfun and Raydium, which are rapidly gaining market share. Users also express concerns about PUMP's sustainability and potential regulatory risks in the U.S., with discussions extending to the platform's impact on the entire memecoin ecosystem.
COINBASE: Today, Coinbase became the first crypto company to join the S&P 500 Index, replacing Discover Financial Services, sparking widespread industry attention. The entire crypto community views this milestone as a significant development, signaling that crypto assets are further integrating into the mainstream financial system. The news has sparked lively discussions on Twitter, with many users pointing out that this may attract more institutional investors to enter the Bitcoin and other cryptocurrency markets.
XRP: XRP became the focal point of today's crypto discussion, with its significant market movements and strategic advances drawing attention. XRP has surpassed USDT to become the third-largest cryptocurrency by market capitalization, sparking market excitement and discussions about its future potential. The surge in market capitalization and price is believed to be related to increasing institutional interest, deepening strategic partnerships, and its role in the crypto ecosystem. Additionally, XRP's integration into multiple financial systems and its potential as a macro asset class are also seen as key factors driving the current market sentiment.
DYDX: Today's discussions about DYDX mainly focused on the dYdX Yapper Leaderboard launched by KaitoAI. The leaderboard aims to identify the most active community participants, with a total of $150,000 in rewards to be distributed over the first three seasons. This initiative has sparked broad community participation, with many users discussing the potential rewards and the incentive effect on the DYDX ecosystem. Meanwhile, progress on the ethDYDX to dYdX native chain migration and historical airdrop events have also been topics of discussion.
1. "What Is 'ICM'? Holding Up the $4 Billion Market Cap Solana's New Narrative"
Overnight, the hottest narrative in the crypto space has become "Internet Capital Markets," with a host of crypto projects and founders, led by the Solana ecosystem's new Launchpad platform Believe, releasing this phrase. Together with "Believe in something," it has become the new slogan heralding the onset of a bull market. What exactly is the so-called "Internet Capital Market," will it become a short-lived hype phrase like the Base ecosystem's previous Content Coin, and what related targets are available for selection?2.《LaunchCoin Surges 20x in One Day, How Did Believe Create a $200M Market Cap Shiba Inu After Going to Zero?｜100x Retrospective》
LAUNCHCOIN broke through a $200 million market cap today, with the long-lost liquidity and such a high market cap "Memecoin" almost bringing half of the on-chain crypto community CT into the fray. The community is crazily discussing this token, with half of it being FOMO and the other half being FUD. This token, originally issued by Believe founder Ben Pasternak under his personal identity, transformed into a new platform token after a renaming. From once going to zero to a $200 million market cap, what happened in between?May 14 On-chain Fund Flow
Within 24 hours, GOONC's market cap soared to 70 million, could GOONC be the next billion-dollar dog on the Believe platform?
Bitcoin has broken $100,000, Ethereum has surpassed 2500, and is Solana's hot streak about to make a comeback?
The current market is in a state of macro euphoria, with GOONC riding the wave today, skyrocketing 10x in just a few hours, reaching a market cap of tens of millions of dollars, trading volume soaring past 50 million, and rumors swirling that the developer may be from OpenAI (unconfirmed but intriguing enough).
A ludicrous and absurd Solana meme that some actually buy into.
GOONC is a meme coin that has sprouted from the "gooning" subculture, offering no technological innovation or practical use, its sole function being speculation.
It takes inspiration from an NSFW term "gooning," which refers to a person being deeply immersed in certain content (you know what), eventually entering a nearly religious-like trance.
In Reddit (such as r/GOONED, r/GoonCaves) and some counterculture media outlets (such as MEL Magazine in 2020), "gooning" has gradually transitioned from an adult label to a meme-addicted, digital content and virtual self-indulgence synonym, arguably the epitome of Degen spirit.
GOONC is playing around with this concept, packaging the addictive nature, uselessness, and irony of gooning into a tradable financial product. The project team has made it clear: "We do not solve blockchain problems, we only trade absurdity." Blunt but oddly genuine.
GOONC launched on May 13, 2025, using the meme coin launch platform Believe App's LaunchCoin module on Solana. This tool is highly Degen: zero technical barriers, a few clicks to create a coin, perfect for projects like GOONC that can come up with ideas out of the blue.
The mastermind behind GOONC is also quite something and is the most talked-about, with KOL @basedalexandoor on X platform (alias "Pata van Goon") personally involved. His profile even caught the attention of Marc Andreessen, co-founder of a16z, making onlookers unable to resist speculating if GOONC has a hint of OpenAI lineage.
While this 'OpenAI Endorsement' is currently just community speculation, it is definitely a good card to play to fuel hype. Saying "we are pure speculation" on one hand, while tagging a few "AI + a16z" on the other.
GOONC took off as soon as it launched. After its launch on May 13, 2025, its market capitalization skyrocketed to $22 million within 4 hours, with a trading volume exceeding $25.6 million in 24 hours. According to platform data, the first day of trading saw an astonishing +41,100% surge, soaring from $0.0000001 to $0.02, becoming a "missed-the-boat" situation.
GOONC quickly formed an active trading community post-launch, with a lot of discussion and trading signals appearing on X platform (such as the 292x return signal provided by DeBot). Liquidity pools on exchanges like Raydium and Meteora grew rapidly, supporting high trading volumes and price increases.
The real climax occurred between May 13 and May 14, with the market cap rising to $5.5 million in the morning and directly surpassing $55 million in the afternoon. By the 14th, it briefly approached a $70 million market cap, with the trading volume soaring to $59 million. Some community members even posted screenshots claiming an increase of +85,000%, creating a new myth out of the ruins.
As of 1:30 pm on May 14, the price stabilized around $0.039, with a total market cap and FDV both around $39.6 million, and a 24-hour trading volume of $5.43 million. Active platforms include XT.COM, LBank, Meteora, and others.
Although there was a slight pullback from the peak ($0.07), the coin's popularity remains strong. For a coin that relies purely on "irony + community + X post" to thrive, this performance is already at a stellar level.
Currently, the background of the token's development team is not transparent, increasing the potential risk of a rug pull. Rugcheck.xyz warns that the creator of the GOONC contract may have permission to modify the contract (e.g., change fees or mint additional tokens), posing certain security risks.
Community members speculate that the meteoric rise of GOONC may be the "last hurrah".
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1.Binance Alpha Launches HIPPO, BLUE, and Other Tokens
2.Believe Ecosystem Tokens See General Rise, LAUNCHCOIN Surges Over 250% in 24 Hours
3.Tiger Securities Introduces Cryptocurrency Deposit and Withdrawal Service, Supports Mainstream Cryptocurrencies such as BTC and ETH
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5.Binance Wallet's New TGE Privasea AI Participation Requires a 198 Point Threshold, with a Point Consumption of 15
Source: Overheard on CT (tg: @overheardonct), Kaito
PUMP: Today's discussions about PUMP focus on its new creator revenue-sharing model: the platform will allocate 50% of PumpSwap revenue to token creators, sparking varied reactions from users. Some criticize the move as insufficient or even misleading, while others view it as a positive step the platform is taking to reward creators. Meanwhile, PUMP faces market pressure from emerging competitors like LetsBONKfun and Raydium, which are rapidly gaining market share. Users also express concerns about PUMP's sustainability and potential regulatory risks in the U.S., with discussions extending to the platform's impact on the entire memecoin ecosystem.
COINBASE: Today, Coinbase became the first crypto company to join the S&P 500 Index, replacing Discover Financial Services, sparking widespread industry attention. The entire crypto community views this milestone as a significant development, signaling that crypto assets are further integrating into the mainstream financial system. The news has sparked lively discussions on Twitter, with many users pointing out that this may attract more institutional investors to enter the Bitcoin and other cryptocurrency markets.
XRP: XRP became the focal point of today's crypto discussion, with its significant market movements and strategic advances drawing attention. XRP has surpassed USDT to become the third-largest cryptocurrency by market capitalization, sparking market excitement and discussions about its future potential. The surge in market capitalization and price is believed to be related to increasing institutional interest, deepening strategic partnerships, and its role in the crypto ecosystem. Additionally, XRP's integration into multiple financial systems and its potential as a macro asset class are also seen as key factors driving the current market sentiment.
DYDX: Today's discussions about DYDX mainly focused on the dYdX Yapper Leaderboard launched by KaitoAI. The leaderboard aims to identify the most active community participants, with a total of $150,000 in rewards to be distributed over the first three seasons. This initiative has sparked broad community participation, with many users discussing the potential rewards and the incentive effect on the DYDX ecosystem. Meanwhile, progress on the ethDYDX to dYdX native chain migration and historical airdrop events have also been topics of discussion.
1. "What Is 'ICM'? Holding Up the $4 Billion Market Cap Solana's New Narrative"
Overnight, the hottest narrative in the crypto space has become "Internet Capital Markets," with a host of crypto projects and founders, led by the Solana ecosystem's new Launchpad platform Believe, releasing this phrase. Together with "Believe in something," it has become the new slogan heralding the onset of a bull market. What exactly is the so-called "Internet Capital Market," will it become a short-lived hype phrase like the Base ecosystem's previous Content Coin, and what related targets are available for selection?2.《LaunchCoin Surges 20x in One Day, How Did Believe Create a $200M Market Cap Shiba Inu After Going to Zero?｜100x Retrospective》
LAUNCHCOIN broke through a $200 million market cap today, with the long-lost liquidity and such a high market cap "Memecoin" almost bringing half of the on-chain crypto community CT into the fray. The community is crazily discussing this token, with half of it being FOMO and the other half being FUD. This token, originally issued by Believe founder Ben Pasternak under his personal identity, transformed into a new platform token after a renaming. From once going to zero to a $200 million market cap, what happened in between?May 14 On-chain Fund Flow
Within 24 hours, GOONC's market cap soared to 70 million, could GOONC be the next billion-dollar dog on the Believe platform?
Bitcoin has broken $100,000, Ethereum has surpassed 2500, and is Solana's hot streak about to make a comeback?
The current market is in a state of macro euphoria, with GOONC riding the wave today, skyrocketing 10x in just a few hours, reaching a market cap of tens of millions of dollars, trading volume soaring past 50 million, and rumors swirling that the developer may be from OpenAI (unconfirmed but intriguing enough).
A ludicrous and absurd Solana meme that some actually buy into.
GOONC is a meme coin that has sprouted from the "gooning" subculture, offering no technological innovation or practical use, its sole function being speculation.
It takes inspiration from an NSFW term "gooning," which refers to a person being deeply immersed in certain content (you know what), eventually entering a nearly religious-like trance.
In Reddit (such as r/GOONED, r/GoonCaves) and some counterculture media outlets (such as MEL Magazine in 2020), "gooning" has gradually transitioned from an adult label to a meme-addicted, digital content and virtual self-indulgence synonym, arguably the epitome of Degen spirit.
GOONC is playing around with this concept, packaging the addictive nature, uselessness, and irony of gooning into a tradable financial product. The project team has made it clear: "We do not solve blockchain problems, we only trade absurdity." Blunt but oddly genuine.
GOONC launched on May 13, 2025, using the meme coin launch platform Believe App's LaunchCoin module on Solana. This tool is highly Degen: zero technical barriers, a few clicks to create a coin, perfect for projects like GOONC that can come up with ideas out of the blue.
The mastermind behind GOONC is also quite something and is the most talked-about, with KOL @basedalexandoor on X platform (alias "Pata van Goon") personally involved. His profile even caught the attention of Marc Andreessen, co-founder of a16z, making onlookers unable to resist speculating if GOONC has a hint of OpenAI lineage.
While this 'OpenAI Endorsement' is currently just community speculation, it is definitely a good card to play to fuel hype. Saying "we are pure speculation" on one hand, while tagging a few "AI + a16z" on the other.
GOONC took off as soon as it launched. After its launch on May 13, 2025, its market capitalization skyrocketed to $22 million within 4 hours, with a trading volume exceeding $25.6 million in 24 hours. According to platform data, the first day of trading saw an astonishing +41,100% surge, soaring from $0.0000001 to $0.02, becoming a "missed-the-boat" situation.
GOONC quickly formed an active trading community post-launch, with a lot of discussion and trading signals appearing on X platform (such as the 292x return signal provided by DeBot). Liquidity pools on exchanges like Raydium and Meteora grew rapidly, supporting high trading volumes and price increases.
The real climax occurred between May 13 and May 14, with the market cap rising to $5.5 million in the morning and directly surpassing $55 million in the afternoon. By the 14th, it briefly approached a $70 million market cap, with the trading volume soaring to $59 million. Some community members even posted screenshots claiming an increase of +85,000%, creating a new myth out of the ruins.
As of 1:30 pm on May 14, the price stabilized around $0.039, with a total market cap and FDV both around $39.6 million, and a 24-hour trading volume of $5.43 million. Active platforms include XT.COM, LBank, Meteora, and others.
Although there was a slight pullback from the peak ($0.07), the coin's popularity remains strong. For a coin that relies purely on "irony + community + X post" to thrive, this performance is already at a stellar level.
Currently, the background of the token's development team is not transparent, increasing the potential risk of a rug pull. Rugcheck.xyz warns that the creator of the GOONC contract may have permission to modify the contract (e.g., change fees or mint additional tokens), posing certain security risks.
Community members speculate that the meteoric rise of GOONC may be the "last hurrah".
App