In this article we are going to cover all the most important AI projects in crypto right now. The AI agents narrative is completely exploding which has led to way too many projects coming into the market but still the AI sector will grow as this is the easiest narrative to understand for the retail audience.
Just last month I faded Virtuals, Aiz, Zbro all together in a public live stream. Since that time, all three of these coins have done another 3x on top of their already high price. Honestly, I don’t know how long the AI agents hype will continue but I do know that AI crypto as a whole is a long-term narrative and I have kept this thesis publicly for 2 years. That’s why today I’ll be showing you all the different sub sectors in the AI crypto narrative not only including AI agents but also AI layer one blockchains, AI gaming, Launchpads and AI Meme Coins.
I will start from the large caps that everyone already knows then go to the midcaps and finally the low cap Dgen coins with higher risk and higher reward. All the projects we will share in this video, I understand them and they are at least trying to build a serious product however you don’t need to hold all of the hundreds of AI altcoins in the market today.
We are spoiled with choices right now so you need to make your own decision based on your risk tolerance to choose a large cap midcap or low cap and then pick one of the sub sectors that you understand within AI crypto. This makes it so that you can comfortably hold these altcoins in Market volatility.
Let’s get started with the AI large cap altcoins and the two main sectors in AI crypto that are very established are the layer one blockchain and the layer one blockchains category. My top two picks would be NEAR protocol and Bit Tensor both of these are at multiple billions of dollars in valuation and listed on every single exchange you’re not going to go wrong by picking these up.
I believe both of these coins could double in price this bull run, but don’t expect 10X returns. NEAR is a layer one blockchain that supports AI. This essentially means you can build smart contracts that are decentralized but also using AI app’s and AI Tools that are ran using decentralized AI models on these networks. So this is really the core infrastructure that powers the intersection between Ai and Crypto.
Next we have the Depin sector or Decentralized Physical Infrastructure. The two biggest Depin networks out there today are Render and Akash Network.
There are other newer competitors that have come into the market more recently however these two have been running for multiple years even since last cycle. This gives these two Depin networks much better Tokenomics. Moving down the list around the $1 billion mark we have Arweave and these also have survived multiple cycles already so this gives them an edge up against other larger Depin projects.
Few Depin projects have been running for multiple years since 2022 and recently because they have gone through this pivot towards Depin coming from a cold pipeline platform. This gives them an edge up because they have been running for multiple years in the market, it also helps that they are very involved in the Solana community which is very rare because most Solana Community projects especially in Ai and Depin are either too small and too meme like or too large and overinflated.
Next up we have the intersection between Ai and Gaming this is a very Niche area that does have a lot of merit because most games need some sort of AI to Power Player identity for harvesting their data and giving them the best experience for matchmaking and curating their experience. Then you have cross game agents and also in-game social AI with NPCs. NPCs all need to have AI built into to them. The two leading projects in this area are Echelon Prime and more recently I have picked up Sentra. Sentra covers all the sub sectors that AI is being applied in a gaming context their radiant product line, their Nexus which is powering player identity and their cross game agent ASO.
Moving on to the hot Narrative of the moment, AI Agent. The two biggest Al coins in this category that everyone is already talking about is AI16z and Virtuals Protocol now both of these just recently exploded onto the market and AI16z currently is at 1.5 billion TVL and Virtuals is at 3.2 billion total value locked. These are core infrastructure that serves the AI agent narrative so they should give you good exposure, however they are already highly valued. I don’t know if I can honestly say there’s going to be high amount of upside in these two coins anymore. Can they at least perform similarly to the overall AI narrative? Absolutely ! This is just the reality of a large cap. More recently there are other AI agent coins that have gotten a lot of traction. Including zbro we have griffan and we have Arc all three of these sit at around 300 million TVL at the moment.
I don’t think this is a great time to be getting into these (January 2025) because these were just recently hyped up right after they were listed on Binance for their Perpetual trading so usually after that there is a period where people take profits and the exchange make uh revenue from the trading volume.
If you are looking for just easy exposure to AI Agents just pick up Virtuals and AI16z. AI agents is still so new of a narrative so you don’t need to fomo what is supposedly going to take over everything.
A quick shout out for the AI meme coins narrative. I have Goat in my portfolio. However more recently I’ve been looking at this goat competitor and technically a sister project called Fcoin you probably have heard of it this is one of the coins that really have captured mainstream audience and virality. It even made it on to the Steven Ober show and even some of the CNBC interviews have mentioned this. How many times have you heard, oh we’re not going to buy Bitcoin we’re going to buy Fart Coin as a joke.
What’s very interesting is that I ran into the lore of this and actually fcoin was the original idea, that was coming from the same truth terminal AI back rooms that gave birth to the Goat Meme and actually fart coin’s idea preceded that of Goat so technically Goat wasn’t the first AI agent backed AI agent conceived meme coin. Fcoin is. so that’s why I’m also watching Fcoin I do plan to even pick up some as well because purely thinking about a left curve type of approach to investing.
What’s going to be the most viral when you tell a normal person, what is this Goat coin? They don’t really know if it should be treated seriously or not? But when you talk about Fart coin it’s just clearly a joke just like Dogecoin and Shibu from last cycle so this is one coin that I actually don’t want to fade. I do plan to add some in my portfolio just for the pure virality of it. does that make sense?
Here is a list of the mid cap and low cap coin that I believe have the most upside potential and are worth doing some research on.
Marlin Network
Seedify (SFunds) used to be one of the largest and most established gaming project launchpads. More recently however they have been doing some amazing launches with the AI agents narrative. They have launched four altcoins recently and they were all fair launches with 50 to 100% of their tokens being unlocked at the time of launch. All of these have done over 10x. So the token for the launch pad itself gives you access to these new launches. Seedify (SFunds) is really plugged into all the hottest narratives.
Pow AI
Humans AI
Neuro AI
AI agents could be 10x bigger than SAS essentially in this interview in this round table they have discussed how a lot of the SAS businesses today they only specialize in basically a pipeline of things that you can do with software but with the upcoming wave of AI agents, This is all going to be replaced as long as you can have very direct integration into your business that’s powered by AI and Specific AI models.
This Subs sector itself is called and that’s why the Vertical AI project is actually very interesting so vertical Studios that powers a vertical AI coin uses a no code AI customization platform and powered by decentralized infrastructure to help you create your own models that can replace essentially SAS pipelines with in your business. Currently they are powered by Akash, with more Integrations of other training networks to come. Vertical AI agents is really the business solution that AI agents will become. Right now you only have these social AI agents that don’t really serve anything other than interact with people send them some coins. tweet about memes you know answer a question it’s essentially just large language models chat Bots but in a social format.
In order to really apply AI agents to business this is the only project within the crypto sector that truly Taps into this and this is the only one that I found so far. The next project in the low cap category is Tbot don’t let the name fool you this is not some trading bot it’s not even really an AI bot instead it is the gateway to access the Bit Tenser ecosystem. One of the core hurdles for people to get involved with Tenser today is the difficulty of seeing what’s going on and accessing it people don’t really have wallets on BitTensor they don’t even know how it works, they just know to buy the coin they can’t really see an Explorer or trade coins on it. All of this needs to be solved.
Top Hat is another Launchpad meant for AI agents.
You can pick up some pretty good value picks that can give you even 5 to 10x returns in this market. Chances are if you stick with coins that involve AI you’ll have a better return during this bull cycle than coins that do not involve AI. That’s just the fact of the market right now, people have a real hardon for AI and anything that has to do with it right now. I encourage you to do your own research this is a hot market and is only going to get hotter during the first quarter of 2025.