Fartcoin Surges on Super Bowl Hype; AIXBT Attracts Institutional Inflows | AI Daily

By: blockbeats|2025/02/12 03:30:02
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Original Author: S4mmyEth, Moca Network Researcher
Original Translator: Ashley, BlockBeats

Editor's Note: On February 11, 2025, the AI agent market saw a strong rebound. Today's analysis focuses on the changes in Mindshare and market value of agents such as Fartcoin, AIXBT, and Virtuals. Fartcoin saw an increase in mindshare driven by meme culture; AIXBT experienced a market value surge and rising institutional interest; Virtuals regained momentum relying on cross-chain liquidity. Emerging trends include cross-chain integration, DeFAI track expansion, and speculative fund inflows. The article also discusses the impact of warming market sentiment and capital rotation. Overall, the AI agent ecosystem is rapidly evolving, with innovation and multi-chain collaboration becoming key to future competition.

Below is the original content (lightly reorganized for readability):

Quote

"No, thank you, but if you want, we can acquire Twitter for $97.4 billion." ― @sama (in response to @elonmusk's acquisition proposal for OpenAI)

"Heard @BNBCHAIN is preparing for an upgrade, more details coming soon..." ― @cz_binance

"Cryptocurrency AI track sees a significant rebound." ― @Tyler_Did_It

"AI tokens won't experience major fluctuations unless there's a macro change (though I love them)." ― @cryptopunk7213

Highlights

ARC Growth (+62%) is the most notable, with the release of its incubator platform sparking market attention on token value appreciation.

Meanwhile, AI16Z briefly surpassed Fartcoin, but the latter later reclaimed its lead.

Individual AI Agent Analysis

Fartcoin (@FartCoinOfSOL)

Mindshare: 9.6% (+4.97%)

Market Value: $650.96M (+10.07%)

Commentary: Fartcoin continues to be driven by meme culture, with Superbowl-related memes and national-level token news boosting market sentiment.

Aixbt (@aixbt_agent)

Mindshare: 9.07% (-3.90%)

Market Cap: $249.41M (+15.35%)

Commentary: Despite the decrease in Mindshare, Aixbt's analytical infrastructure has attracted more institutional investors, leading to a surge in liquidity, indicating market confidence in mid-term growth.

Bankr (@bankrbot)

Mindshare: 5.6% (+3.00%)

Market Cap: $20.31M (+19.35%)

Commentary: Bankr's focus on on-chain financial transactions is starting to pay off, with the growth of DeFAI (Decentralized AI Finance) applications driving its market performance.

Virtuals (@virtuals_io)

Mindshare: 4.46% (+1.21%)

Market Cap: $890.48M (+17.12%)

Commentary: Virtuals has seen a rebound driven by increased cross-chain liquidity and the integration with Solana. Its SDK and GAME framework continue to be favored by developers.

AI16Z (@ai16zdao)

Mindshare: 3.18% (+0.51%)

Market Cap: $623.88M (+34.08%)

Commentary: AI16Z has benefited from a surge in liquidity, with its multi-chain compatibility attracting developers and institutional capital.

ARC (@arcdotfun)

Mindshare: 3.08% (+1.75%)

Market Cap: $305.5M (+62.74%)

Commentary: ARC has experienced a strong surge due to increased developer activity and GitHub contributions, with the unveiling of its incubator platform enhancing market confidence.

AVA (@AVA_holo)

Mindshare: 2.43% (+1.55%)

Market Cap: $52.66M (+52.62%)

Commentary: AVA has spiked due to the growth of 3D contextual agent integrations, and a recent shift towards BNB may provide deeper liquidity support.

Cookie (@agentcookiefun)

Mindshare: 2.32% (+0.93%)

Market Cap: $87.1M (+31.7%)

Commentary: Cookie's on-chain data analytics innovation has attracted more traders, and a new CEX listing has increased its retail investor exposure.

Griffain (@griffaindotcom)

Mindshare: 2.08% (-1.40%)

Market Cap: $171.06M (+16.29%)

Commentary: Griffain has rebounded after a short-term profit-taking, focusing on modular DeFAI tools and financial data feeds, and deepening integration with the Solana ecosystem.

Andy BNB (@andybsctoken)

Mindshare: 1.94% (-2.95%)

Market Cap: $27.53M (-21.47%)

Commentary: After experiencing an overhyped pump, Andy BNB is undergoing a correction, but community engagement remains strong.

VVV (@AskVenice)

Mindshare: 1.73% (+0.77%)

Market Cap: $211.47M (+6.76%)

Commentary: VVV has regained market attention due to an upcoming product launch and has received support from Coinbase.

Cheems (@LordCheems_bsc)

Mindshare: 1.65% (-3.01%)

Market Cap: $229.65M (+56.55%)

Commentary: Cheems has risen as BNB Chain market share grows, with continuous inflow of retail funds.

Rektguy (@RektguyAI)

Mindshare: 1.63% (+0.73%)

Market Cap: $44.76M (+26.22%)

Commentary: Rektguy has gained attention through the growth of the NFT ecosystem, and the Paris Rekt Show will be a market focus.

SNAI (@swarmnode)

Mindshare: 1.58% (+0.44%)

Market Cap: $48.87M (+7.66%)

Commentary: SNAI continues to grow in the decentralized serverless infrastructure space, and the recent addition of key technology partners may accelerate adoption.

Hey Anon (@HeyAnonai)

Mindshare: 1.44% (+0.06%)

Market Cap: $114.66M (+24.53%)

Commentary: Hey Anon has benefited from ecosystem expansion and new features, and with improved cross-chain compatibility, its role in the DeFAI space may strengthen.

Emerging Trends

Cross-Chain Collaboration: Virtuals, AI16Z, ARC are leading in multi-chain integration.

DeFAI Expansion: Bankr, Cookie, and Hey Anon play key roles in on-chain financial application innovation.

Speculative Energy: Meme tokens like Fartcoin and Cheems have surged as retail funds flow back in.

Fartcoin Surges on Super Bowl Hype; AIXBT Attracts Institutional Inflows | AI Daily

Original Post Link

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Trending Topics


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.


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On-chain Data


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).


The "gooning" Culture in Forums


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.


From Wasteland to Moon in One Night


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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