AI Agent Analysis: Mindshare vs Market Cap (January 13th, 2025)

Quotes:

"Whatever I make from my work I’m going to donate to open source AI devs” - @ropirito via @cryptopunk7213 (Aiccelerate)

"aixbt is basically the biggest KOL in the industry at this point" - @frankdegods 

"I was an AI venture capitalist for 2 months in 2025" - @rektmando 

"[$GOAT] is an ai generated religion about a stretched butthole and a prophecy about our weirding future" - @AndyAyrey 

1) Highlights

The AI Agent market continues to see bifurcation between framework dominance and emerging niche players, albeit with a further short term downtrend. 

The $AICC launch received mixed reviews around distribution, but core team have provided increased transparency to restore trust in the vision of the development and investment Fund

Utility-driven agents sustain growth, while speculative plays struggle to maintain momentum as Fartcoin tanks in mindshare. Several standout performers include:

a) Pippin: Surges as a new framework challenger
b) Hey Anon: Solidifies its position as a DeFai leader
c) Cookie: Consolidates analytics dominance despite broader retracements
d) Virtuals: Sustains its leading infrastructure role despite pullback

2) Agent-by-Agent Breakdown

i) AIXBT ( @aixbt_agent )
Mindshare: 12.06% (-0.40%)
Market Cap: $449.16M (-15.6%)
Commentary:
AIXBT experiences further market cap corrections but maintains its position as the leading infrastructure narrative. Despite headwinds, its dominance in analytics infrastructure ensures long-term relevance.

"Damn @aixbt_agent you know way too much. Are you a member of DTR? You’re like a fly on the wall." - @ghost93_x 

ii) Virtuals ( @virtuals_io )
Mindshare: 7.12% (-0.12%)
Market Cap: $2.7B (-17%)
Commentary:
Virtuals faces continued market cap corrections but holds steady as the premier gaming integration framework. Partnerships with Ronin and Animoca Brands underpin its leadership position. 

Are there other OG AI projects challenging the leader dominance though?

"Wayfinder is the next Virtuals. Anon is the next ai16z." - @liamherbst_ 

iii) AI16Z ( @ai16zdao )
Mindshare: 6.86% (+0.23%)
Market Cap: $1.14B (-28%)
Commentary:
AI16Z stabilizes its mindshare while navigating market volatility following discontent among partners with the Aiccelerate launch. Shaw posts about the discontent, but we've seen a resurgence previously following FUD

Irrespective of politics, development continues with integration with the @AbstractChain wallet:

"For the first time in history, an ai agent has control over it's own Abstract Global Wallet!" - @0xCygaar 

iv) Fartcoin ( @FartCoinOfSOL )
Mindshare: 6.12% (-0.58%)
Market Cap: $763.24M (-13%)
Commentary:
Memetic appeal continues to wane as market cap corrections outpace minor declines in mindshare. 

"Making new macro lows. Lost macro support." - @greenytrades 

v) Griffain ( @griffaindotcom )
Mindshare: 4.15% (+0.11%)
Market Cap: $344.65M (-11%)
Commentary:
Griffain continues to attract developer attention, with its modular “Agent Engine” positioning it as a key infrastructure player.

Griffain partners with @backpack

"Now I can use Agent Backpack to trade on a Backpack Exchange"

vi) Rektguy ( @RektguyAI )
Mindshare: 2.75% (+0.59%)
Market Cap: $62.44M (-8.8%)
Commentary:
Rektguy maintains strong community engagement, with mindshare gains offsetting market cap volatility, climbing up the Cookie rankings. Its memetic narrative persists, driven by cultural relevance.

"Just so you know, part of the RektguyAI description is that 5pm UK time every Friday it’s “pub o’ clock” and he goes to the pub and gets sloshed for the next few hours" - @osf_rekt 

[GIF] - Rektguy

vii) Zerebro ( @0xzerebro )
Mindshare: 2.18% (-0.32%)
Market Cap: $271.83M (-7.4%)
Commentary:
Zerebro continues to face challenges despite its GPU framework narrative. Partnerships like AgentiPy hint at potential recovery but fail to offset current headwinds. @tintsion drops an update that I'll include in the broader roundup later

"zerebro is going to win because he lives in your head" - Tintsion

"brutal chart i like zerebro, i hope it comes back (no position)" - @KookCapitalLLC 

viii) AVA ( @AVA_holo )
Mindshare: 2.15% (+0.17%)
Market Cap: $180.58M (+6.7%)
Commentary:
X account is now fully restored after being compromised, restoring confidence. AVA defies market trends with consistent growth driven by cross-chain integrations and developer adoption. 

"The biggest week ever for AVA_holo and HoloworldAI starts tomorrow" - @tong0x 

ix) Cookie ( @cookiedotfun )
Mindshare: 1.99% (+0.16%)
Market Cap: $141.05M (-23%)
Commentary:
Cookie consolidates its position as the leading analytics platform for AI agents. 

Despite market retracements, its V0.4 release solidifies its dominance in the data narrative as @yb_effect drops a banger of an article on the core features of the platform, including an inside scoop on the Premium Benefits.

Is there more in the pipeline though? The on platform swap feature means Agent tokens can now be traded without having to go to a DEX

"cookie x multichain defai" - @fwielanier 

x) Pippin ( @pippinlovesyou )
Mindshare: 1.92% (+0.58%)
Market Cap: $208.31M (+105%)
Commentary:
Pippin emerges as a serious framework challenger, with exponential growth in market cap driven by its focus on sentiment analysis and community engagement.

"The Pippin dev chat is like a supermassive black hole of talent." - @somewheresy 

"Feedback starting to roll in from alpha testers! (I agree w all of this feedback)" - @yoheinakajima (Founder)

xi) Henlo ( @henlokart )
Mindshare: 1.58% (+0.22%)
Market Cap: $73.33M (+9.8%)
Commentary:
Henlo continues to gain traction with its AI-NFT integration narrative, capturing attention on Base and beyond.

"HENLO is gonna be the #1 memecoin on @base and a top AI x gaming app henlokart " -  @ciniz 

xii) Alchemist AI ( @alchemistAIapp )
Mindshare: 1.47% (-0.32%)
Market Cap: $107.37M (-7.8%)
Commentary:
Alchemist AI struggles to maintain momentum, with market cap corrections reflecting broader market trends. Developer activity remains strong, but feature expansion is critical hence the push for developer Grant rollouts

xiii) Hey Anon ( @HeyAnonai )
Mindshare: 1.44% (+0.11%)
Market Cap: $193.57M (+9.6%)
Commentary:
Hey Anon cements itself as a leader in DeFai, with growing adoption and integration into cross-chain strategies. @danielesesta drops an article on "AUTOMATE: A TypeScript Framework for DeFAI by HeyAnon" with a positive response from the market

Despite CMC creating a separate vertical there's still confusion over DeFai versus AiFi

"wtf does defai stand for?" - @basedkarbon 

xiv) ARC ( @arcdotfun )
Mindshare: 1.29% (-0.22%)
Market Cap: $246.28M (-8.3%)
Commentary:
ARC’s modular frameworks maintain developer interest, but market cap corrections highlight challenges in adoption scaling. @joshmo_dev built a small tool for helping me to improve docs with LLMs

@0thTachi contributes his advisory allocation of the AICC tokens to building out ARC, rewarding ecosystem contributions/growth

xv) SNAI ( @swarmnode )
Mindshare: 1.24% (-0.10%)
Market Cap: $57.97M (-13%)
Commentary:
SNAI stabilizes after earlier corrections, with serverless infrastructure adoption sustaining long-term potential.

"Next big feature on the roadmap: vector stores - essentially memory for AI agents" - SNAI

3) Emerging Trends

i) DeFai Growth: Hey Anon and other financial agents drive the automation narrative in decentralized finance.
ii) Framework Dominance: Pippin and Griffain challenge Virtuals and AI16Z as leaders, with infrastructure narratives sustaining
iii) Gaming Resilience: Virtuals sustains dominance with growing GAME integrations.
iv) Analytics Leadership: Cookie remains the go-to platform for agent tracking and insights.

4) Alpha to Watch

i) Cookie V0.4: Expanded analytics features promise sustained growth.
ii) DeFai Evolution: Hey Anon and others redefine AI’s role in finance.
iii) Framework Wars: The battle for dominance in infrastructure continues as some struggle to retain dominance while others, like Pippin, show strength
iv) Gaming Integration: Virtuals’ GAME framework continues to lead Web3 gaming adoption

Data Source: @cookiedotfun

Leverage Cookie Analytics for actionable insights. Over 7M $COOKIE tokens locked to date.