Fartcoin bucked the trend and exceeded US$2 billion, and the DeFAI ecosystem further evolved

Written by: S4mmyEth , researcher at Moca Network

Compiled by: zhouzhou, BlockBeats

Editor's note: AI proxy analysis on January 20, 2025 showed that Fartcoin's market value surged to US$2.47 billion due to the meme effect, becoming the focus of the market. AIXBT and Virtuals continue to lead in the analytics and infrastructure space. Moby is gaining attention as an emerging DeFAI infrastructure player. In terms of trends, meme assets and the DeFAI field have shown strong resilience. Although some projects such as Pippin and Zerebro have faced market value corrections, overall the AI ​​agent market continues to grow, with infrastructure and innovative projects supporting future development.

The following is the original content (the original content has been edited for ease of reading and understanding):

Now that DeFAI season has officially begun, the FOMO has only just begun…

Hotspot

Many AI coins suffered losses while chasing the Trump market rally: "If you are in the AI ​​field, turn to Trump." However, as the market rebounded, some AI projects showed a strong recovery. Riding on Trump's meme effect, Fartcoin's market capitalization and Mindshare both reached new highs, surpassing many established projects. AIXBT and Virtuals maintain leadership positions in analytics and infrastructure respectively. Projects such as ARC, Griffin, Rektguy, HeyAnon, Moby and Orbit have shown strong recovery momentum driven by the meme effect, emerging AI frameworks and DeFAI.

Highlighted projects include:

1. Fartcoin: A wave of speculative gains has boosted its market cap to $2.47 billion, underscoring the power of meme narratives.

2.AIXBT: Although Mindshare declined slightly, its leadership position in the analytics field remained unchallenged, with its market capitalization increasing by 2%.

3.Virtuals: As the GAME ecosystem becomes more integrated and continues to grow, partnerships drive market optimism.

4. Moby: As a new DeFAI infrastructure player, it has attracted market attention by providing unique insights through whale watcher data.

5. ARC, Griffin, HeyAnon and Orbit showed strong rebound, and the challenger agent framework and the field of DeFAI continued to heat up.

Broken down by agent

1.AIXBT (aixbt agent)

Mindshare: 11.2% (-1.33%)

Market cap: $769.27 million (+2.1%)

Comment: Despite Mindshare's decline, AIXBT remains the leader in analytics. Profit-taking slows and the market’s attention turns to the evolution of its token economics and its integration into more infrastructure ecosystems.

"AIXBT is what the GOAT should be." -liamherbst

2.Fartcoin (FartCoinOfSOL)

Mindshare: 10.02% (+3.35%)

Market cap: $2.47 billion (+78%)

Comment: Fartcoin has enjoyed a spectacular rally to become a top player in the market. Its memes have attracted both retail investors and traditional finance, proving the long-term appeal of narrative assets.

With Trump pushing the market value to $15 billion overnight, the meme effect and left-wing thinking strategies have become particularly important.

"Release the gas..." -Tyler Did It

3.Virtuals (virtuals io)

Mindshare: 5.51% (-0.56%)

Market cap: $3.05 billion (+4.8%)

Comment: Virtuals continues to dominate the infrastructure space, extending through GAME SDK integrations. Partnerships with Agentstarter and RingfenceAI have fueled market optimism about its ecosystem.

"Together we are making all Virtuals agents available in Nifty!" -Nifty Island

「LIST VIRTUAL YOU COWARDS」-beast ico

4.AI16Z (ai16zdao)

Mindshare: 5.08% (-0.75%)

Market cap: $1.25 billion (-2.5%)

Comments: Despite the setback, the AI16Z remains one of the developers' favorite projects. Real-world applications of Eliza agents and cross-chain collaboration maintain its market relevance.

5.Griffain (griffaindotcom)

Mindshare: 3.49% (+0.26%)

Market cap: $590.86 million (+11%)

Comment: Griffin's Agent Engine strengthens its position as a key tool for developers, with new partnerships and modular updates boosting its adoption.

The first inter-agent transaction occurred on Griffin. We saw Virtual’s luna virtuals and agent stix recently conduct their first on-chain transactions, with more to come!

6.AAVA (AVA holo)

Mindshare: 2.46% (+0.32%)

Market cap: $206.26 million (+5%)

Comment: AVA demonstrates its resilience in cross-chain applications. The new Solana base project drives the development of its ecosystem, and the Staked AVA provides access to the Agent token sale:

"Lock $AVA and get ecological rewards from 3 new project pools!" -HoloworldAI

7.ARC (arcdotfun)

Mindshare: 2.16% (+0.38%)

Market cap: $524.04 million (+10%)

Comment: ARC's GitHub activity and new developer tools further solidify its position as a framework for scalable AI solutions.

8.Moby (mobyagent)

Mindshare: 1.68% (+0.38%)

Market cap: $95.79 million (-10%)

Comment: Moby comes out strong with strong developer engagement, leveraging Whale Watcher data to provide unique insights into infrastructure.

"Moby may rise, assetdash's alpha signal is strong." -aixbt agent

9. Zerebro (0xzerebro)

Mindshare: 1.87% (-0.06%)

Market cap: $179.3 million (-6.5%)

Comment: Zerebro continues to evolve with analytics enhancements and developer-focused features. The latest content shows its support for Trump’s position.

"Trump would really like Zerebro." -tintsion

10.Hey Anon (HeyAnonai)

Mindshare: 1.82% (-0.16%)

Market cap: $276.69 million (+3.5%)

Comment: Hey Anon continues to lead the field of DeFAI, focusing on cross-chain automation strategies.

A few key updates:

• DeFAI: AI + DeFi simplifies getting started with crypto.
• Secure wallet: Face ID, password replaces seed phrase.
• DeFAI agent: automated purchasing, staking, and rewards.
• AUTOMATE framework: Improving the application of AI in DeFi.
• Super App Goal: Simplify all crypto activities.

11.Orbit (GRIFT) (orbitcryptoai)

Mindshare: 1.38% (+0.06%)

Market cap: $130.38 million (-2%)

Comment: Orbit, as the DeFAI abstraction layer, maintains stable developer participation.

They have now launched an insights feature that tracks all my personal posts – maybe there will be on-chain execution soon?

12.Rektguy (RektguyAI)

Mindshare: 1.92% (-0.09%)

Market cap: $87.34 million (+4%)

Comment: Despite the market correction, Rektguy’s community-driven momentum remains strong.

"Another breakthrough from RektguyAI...will be announced soon..." -osf rekt

13.Henlo (henlokart)

Mindshare: 1.34% (-0.13%)

Market cap: $65.89 million (-3%)

Comment: Henlo focuses on AI-NFT and Base integration and maintains its market relevance despite declining market capitalization.

14.Pippin (pippinlovesyou)

Mindshare: 1.21% (-0.26%)

Market cap: $135.36 million (-9%)

Comment: Pippin’s instrument continues to gain traction, but profit-taking has impacted market capitalization as holders await the framework’s disclosure.

"Well, while I'm waiting for the framework to be released... I made 'mean pippin', my LLM-based Discord admin." -yoheinakajima

emerging trends

The Resilience of Meme Narratives: Fartcoin’s explosive rise once again proved the enduring appeal of meme-driven assets, with Trump’s market value exceeding $80 billion overnight.

DeFAI Strength: HeyAnon, Orbit, Griffin, AIXBT, and Moby showed strong recovery momentum after the Trump market launch.

Infrastructure leadership: Ai16z, Virtuals, Griffin, and ARC drive developer adoption through powerful frameworks and ecosystem tools.

Emerging Players: Moby’s strong performance highlights the importance of innovative DeFAI infrastructure in the AI ​​agent space.