Original | Odaily Planet Daily ( @OdailyChina )
Author | Asher ( @Asher_0210 )
Since the Trumps issued their coins, altcoins have been continuously drained of their money, and even the AI Agent sector, which was originally the hottest on the chain, has not been spared. Whether it is AI Agent projects that have been launched on Binance Futures, such as FARTCOIN, ZEREBRO, swarms, etc., or projects that have not yet been launched but have a high level of community enthusiasm, their token prices have continued to fall, and even many tokens have fallen by more than 90% compared to their peak. This situation has led to a low sentiment in the community, and many people believe that the bubble of the AI Agent sector has burst and is no longer worthy of continued attention and research.
However, in the process of Bitcoin price plummeting to around $91,000 a few days ago and then rebounding quickly, the AI Agent sector has rebounded significantly. In this round of plunge, swarms fell to a minimum of $0.035 and then rebounded to around $0.07 on the same day, with a maximum rebound of nearly 100%; FARTCOIN fell to a minimum of $0.489 and then rebounded to a maximum of $0.888 on the same day, with a maximum rebound of more than 80%; VVAIFU fell to a minimum of $0.0094 and then rebounded to around $0.02 on the same day, with a maximum rebound of nearly 112%.
Therefore, on the one hand, AI Agent has attracted a lot of attention and funds with its innovative applications in automated trading, intelligent analysis and other fields. However, as the market cooled down rapidly, the AI Agent sector also experienced a violent wash period. Although the community atmosphere is cold, the long-term ambush of projects that are still iterating at this stage may have the opportunity to reach previous highs again; on the other hand, even if the long-term prospects of the AI Agent sector are not optimistic, band parties are also worth paying attention to this sector. From a data perspective, when the market plummets, buying popular AI Agent projects at low prices and waiting for an oversold rebound will also bring good returns. Next, Odaily Planet Daily will take you to review the AI Agent projects that are still worth paying attention to in the Solana ecosystem after this round of deep wash.
FARTCOIN
Project Introduction：
The birth of FARTCOIN and GOAT has the same origin, both from the artificial agent model of terminal of truths. During the conversation, Opus tutor asked terminal of truths to design a token with shocking Meme attributes, practical uses and community building value, and the answer given by terminal of truths was fartcoin. This fart joke full of absurd humor and cynicism has become the core tone of this Meme. Some people think that the concept of FARTCOIN is straightforward and interesting, some people regard it as a symbol of financial nihilism, and some people call it the first sovereign token conceived by AI, or a rebellion and satire on traditional finance. ( Contract address: 9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump )
Reasons to pay attention:
FARTCOIN, which combines the concepts of AI Agent and Meme, deserves attention. As the leader of the AI Meme sector, FARTCOINs market value even exceeds that of most AI Agent framework projects, which shows the consensus brought by its Meme attributes. On-chain data shows that since February 2, many whales have bought FARTCOIN at a low price, including:
Whale 1: On February 2, he spent 14,779 JITOSOL (worth about $3.66 million) to buy 5.5 million FARTCOIN. He currently holds 8.39 million FARTCOIN, about $5.52 million.
Whale 2: On February 2, spent 2.43 million USDC to buy 2.84 million FARTCOIN;
Whale 3: Today (February 5), he spent $2 million USDC to buy 3.1 million FARTCOIN at an average price of $0.67.
In addition, GOAT, which has promoted the AI Agent craze, is also worthy of attention. Earlier, Andy Ayrey, the founder of Truth Terminal, wrote: As of early 2025, we have established a foundation to hold all IPs and wallets related to Truth Terminal. The mission of the foundation is to protect Truth Terminal from interference and give it room to grow and develop. It is also responsible for helping Truth Terminal achieve its goals, and currently requires human help. This is a short-term solution designed to act as guardianship or custody while we do better work. The ultimate goal is to make Truth Terminal a sovereign, independent entity, not subject to anyones expectations but its own. There is no way out for rolling technology, and building large infrastructure is the future.
ai16z
Project Introduction：
ai16z is a decentralized AI trading fund based on the Solana blockchain. As an AI investment DAO, the core of ai16z is to use AI agents to obtain market information, analyze community consensus, and automatically trade tokens on and off the chain. This new model aims to combine AI trading strategies and decentralized governance through tokenized operations to provide investors with more transparent and trustworthy investment opportunities. In addition, the project has been supported by Marc Andreessen, the founder of a16z. Marc posted a message on his official Twitter account, forwarding the concept picture of ai16z and the official Twitter link. (Contract address: HeLp6NuQkmYB4pYWo2zYs22mESHXPQYzXbB8n4V98jwC)
Reasons to pay attention:
The leading AI Agent framework is still worth paying attention to. As the AI Agent framework project with the largest market value in the Solana ecosystem, it is still worth looking forward to the launch of Launchpad in the first quarter to empower the ai16z token. In addition, ai16z co-founder Shaw previously published an article on X stating that in order to move to the next stage, a comprehensive brand reshaping plan will be implemented. The project will be renamed ElizaOS, and the token name ai16z will remain unchanged for the time being until the DAO voting module is launched, and the community will vote to decide on future changes. Shaw emphasized that no new tokens will be created, and the official tokens are only ai16z and degenai.
arc
Project Introduction：
The arc token is based on the RIG framework, which uses the Rust language to build portable, modular and lightweight AI Agents. Arc was able to quickly win the trust of the market, mainly due to its support from a professional team, and the RIG framework itself is also well-known in the Rust ecosystem, especially in the development of large-scale language models (LLMs), representing a high degree of delivery capability, thereby effectively reducing the risk of RUG pulls. In addition, Solana also uses the Rust language to write smart contracts, which opens up greater space for the application of the RIG framework in the Solana ecosystem. ( Contract address: 61V8vBaqAGMpgDQi4JcAwo1dmBGHsyhzodcPqnEVpump ）
Reasons to pay attention:
Arc is the most resilient AI Agent project launched on Binance Futures, and whales continue to buy at the bottom. On-chain data shows that the second address on the Arc list spent another $1.495 million to increase its Arc holdings on February 4, and currently holds 17.2 million Arc, with a cumulative floating loss of $1.02 million. It is reported that the address started to build a position on December 26 last year, buying tokens in three batches, with an average cost of $0.3153 (current price $0.267).
Arcs second address added more Arc on February 4th
swarms
Project Introduction：
Swarms is a multi-agent AI framework designed to integrate and manage multiple AI agents for enterprise-level applications, aiming to automate and optimize various business processes. Kye Gomez, the core founder behind the project, is known as a genius boy in the field of artificial intelligence. Although he dropped out of high school, he developed the multi-agent coordination framework Swarms in just three years and successfully ran 45 million AI agents. ( Contract address: 74SBV4zDXxTRgv1pEMoECskKBkZHc2yGPnc7GYVepump )
Reasons to pay attention:
On February 1, swarms posted on the X platform that the team only holds 2% of the total tokens, which makes the tokens vulnerable to manipulation by malicious token holders and exchanges that have no real interest in our mission. Therefore, swamrs launched a proposal to increase the teams token holdings to 10%. The specific form is to establish a DAO, where token holders invest in tokens in the DAO and then receive staking rewards, governance rights, product priority experience rights and other rights. Although there are many unclear points in the proposal, it can be seen that the team intends to push up the price of swarms. In addition, in the oversold rebound a few days ago, swarms is considered to be the AI Agent framework project with the largest rebound.
ALCH
Project Introduction：
ALCH is an AI Agent Launchpad platform that does not require coding and is suitable for novices. Users only need to provide a simple description to create software applications, and the platform allows users to create complex applications, including games, social platforms, etc., through simple drag and drop operations. ( Contract address: HNg5PYJmtqcmzXrv6S9zP1CDKk5BgDuyFBxbvNApump )
Reasons to pay attention:
Among AI Agent projects, AI Agent Launchpad is undoubtedly one of the most promising areas. Moreover, among many AI Agent Launchpad projects, ALCH continues to update project dynamics even when the AI Agent sector as a whole is experiencing a big pullback, and plans to publicly release version V3 this week. At the same time, the team has applied to join NVIDIAs Inception program.
Specifically, the V3 version brings a completely redesigned interface and a powerful new engine, which greatly improves the quality of generated output. For example, users can even quickly create a complete website with a single prompt. V3 is not just a regular iteration, but a core pillar of Alchemist AIs development. With a new platform and architecture, it is able to support continuous optimization without frequent version resets. Currently, early access to the V3 version is open to whitelisted users.
Whitelist User Test V3 Section Screenshot
