Trump's tariff storm has temporarily subsided. How to seize the rebound of the AI ​​Agent market?

Author: 0xJeff, steak studio person in charge

Compilation: zhouzhou, blockbeats

Editor's Note: This article discusses the performance of the AI ​​agent market, especially a strong recovery in multiple industries. Such as Swarm, App Store, development tools, startup platforms, investment in DAO, DeFAI, etc. and the driving factors behind it. It is important to mention that DeFAI remains the market leader, and the top framework is getting more adoption.

The following is the original content (to facilitate reading comprehension, the original content has been compiled):

AI agents are rebounding strongly, here is an overview of the six strongest industries leading the charge: The market experienced a massive sell-off after Trump announced tariffs, and the market was panicked about the trade war with Mexico, Canada and China.

However, after the last-minute negotiations between the United States and Mexico, the panic has temporarily eased and has now been suspended for 30 days.

In addition, Trump has signed an executive order to build a U.S. sovereign wealth fund (which may herald the diversification of investment into the cryptocurrency sector). David Sacks will hold a press conference on February 4 to detail the government’s position on cryptocurrency and artificial intelligence.

The AI ​​agent market has rebounded rapidly in the past 24 hours, with the increase in multiple fields reaching 20%-70%.

According to cookedotfun data, the top six industries with the increase are:

• Swarm
• App Store
• Development Tools (Dev Tools)
• Launchpad
• Invest in DAO (InvestmentDAO)
• DeFAI

Disclaimer: Many of these options have low liquidity, so once they fall, they will fall rapidly; once they rise, they will also rise sharply. Therefore, it is important to conduct independent research before considering investment. Make sure to make your own decisions and don't FOMO drive transactions.

Swarm

Swarm performed best in percentage gains, mainly as follows:

• SNAI (+140%) is accepted by the Nvidia Inception Program (a program designed for startups)
• SWARMS (+44%) and SPORE (+48%) also followed up with the outstanding performance of SNAI

App Store

The current category is only Alchemistaiapp

• The V3 Plan is publicly released this week
• V3 introduces modern design and is equipped with a new engine, which can generate multiple outputs and logically link them together
• Recently applied for NVIDIA Inception Program

Development tool

• ACOLYT (+57%): Demonstrate Signal Framework, a framework that enables agents to perform adaptive learning and achieve goal-driven optimization
• GRPH (+53%): Provides agency personality and memory framework, and built -in video and voice infrastructure

Other notable gainers—TETSUO, SOLENG, JAIL

Start the platform

• MATES (+54%): Mates Show has attracted quite a bit of engagement by taking background information from the latest news and events and turning it into a multi-agent talk show
• VVAIFU (+44%): Preparing to launch DeFAI 0ngrid product

Invest in DAO

Second only to DeFAI, it is the largest industry

• VADER (+53%): This is one of the most active DAOs, outstanding in initiatives and strategic investments
• SEKOIA (+37%): Rebranding is underway, Sekoia has experienced minimal retracement in all DAOs
• Other notable increasers—WAI, AIXCB, AICC

DeFAI / Abstraction Layer

• GRIFFAIN (+71%): New feature allows users to perform based on insights from mobyagent and cookedotfun
• ANON (+33%): Announced a beta version of Gemma (Research Agent) and all DeFAI features are available online
• Other notable gainers—BUZZ, NEUR, HTERM

DeFAI / Transaction Agent

• PPCOIN (+44%): Announces the launch of "Bottom Blaster", which analyzes tokens and the best time to buy, and executes transactions
• TONY (+24%): Announces partnership with irys_xyz to launch an on-chain memory layer that supports Cod3x agents and introduces reinforcement learning

Other notable agents/ecosystems

• MOBY (+50%): A research agent focusing on whale insights with top-notch market attention
• ARC (+17%): The framework second only to ai16zdao in terms of adoption and is the official partner of Solana
• COOKIE (+31%): #1 Data layer, with the launch of DataSwarm, will provide more insights

• PIPPIN (+28%): GitHub has the fastest growth in number of stars, currently reaching 463 stars
• AI16Z (+14%): Almost 14k stars are being adopted by institutions such as Consensys, @okx, @archwayHQ and other institutions
• VIRTUAL (+8%): Recently launched on Upbit, expanding to Solana, with Coinbase Hackathon and Decentralized Quantitative Easing/Financial Policy Advancement

We see more clarity in integration among industries, with market leaders continuing to launch new products, despite price volatility. DeFAI remains the leader, and the top framework is getting more adoption. Make sure to focus on those real builders, support the winners, and not chase short-term hype.