Trump's tariff storm has temporarily subsided. How to seize the rebound of the AI Agent market?
Reprinted from panewslab
02/06/2025·19DAuthor: 0xJeff, steak studio person in charge
Compiled: 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, starting platforms, investment in DAO, DEFAI, etc. and the promotion factors behind it. The focus is that Defai is still the leader of the market, and the top framework is getting more adopted.
The following is the original content (to facilitate reading comprehension, the original content has been compiled):
The AI agent is rebounding strongly. The following are the six strongest industries over charge: the market has experienced large -scale selling after Trump announced that Trump announced its tariffs, and the market was panicked with 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 signed an administrative order aimed at establishing a US sovereign wealth fund (which may indicate that investment will diversify to the cryptocurrency field). David Sacks will hold a press conference on February 4 to explain the government's position on cryptocurrencies and artificial intelligence in detail.
The AI Agent market has risen rapidly in the past 24 hours, and the increase in multiple fields has reached 20%-70%.
According to Cookiedotfun data, the industry of the first six increases is:
- 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 quickly; once they rise, they will rise sharply. Therefore, it is necessary 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
Currently, there is only alchemistAIapp in this category
- v3 is scheduled to be released publicly this week
- v3 introduces modern design and comes with a new engine that generates multiple outputs and logically links them together
- Recently applied for the NVIDIA Inception program
Development Tools
- ACOLYT (+57%): Demonstrate Signal Framework, a framework that enables agents to perform adaptive learning and achieve goal-driven optimization
- GRPH (+53%): Provides proxy personality and memory framework, and has 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.
