With the overall recovery and differentiation, the AI track may usher in a new wave of "main rise"?

Reprinted from panewslab
01/22/2025·3MAuthor: shaofaye123, Foresight News
In the attention economy, hot money is pouring into hot spots. TRUMP has staged a blood-sucking market, and AI tokens seem to have become a product of ancient times. On January 21, according to CoinGecko market information, the AI sector tokens rebounded from oversold conditions, and the overall market value of AI agents rebounded by 4.9% in the past 24 hours. AI is expected to pick up, and this article will give you a quick overview of the market trends in the AI sector.
The AI sector is experiencing a correction, and token trends are
gradually diverging.
According to Cookie.fun data, the overall market value of the AI sector (emerging AI tokens) has now reached 13.6 billion, and has rebounded within 24 hours. Among them, the overall market value of the AI sector under the Solana network increased by 5%, reaching 8 billion, and the overall market value of the Base network AI token increased by approximately 3%, reaching 5.1 billion.
In the AI sector, Infra performed well, with its overall market value rising by about 3%. SWARMS rose 57.2% in the past 24 hours; ARC rose about 51%. DeFAI also performed relatively well, with tokens such as GRIFFAIN and ANON also rising slightly, and BUZZ rising by 38%, approaching US$100 million. The performance of the AI agency sector was relatively average, with the 24-hour market value falling by approximately 3%, and the differentiation within the token being severe. Except for the large increase in the top AI agent, the rest performed mediocrely.
The potential of the AI sector remains unchanged
In the past few weeks when the AI sector has been quiet, there is still a lot of progress in AI projects.
Virtuals Protocol announced an update to its value accumulation mechanism to support Virtuals ecosystem builders. Swarms provides 10 million tokens as an ecological fund, recruits ecological project cooperation, and provides technical, marketing and agency infrastructure support. Its founder Kye Gomez also said that Swarms will launch more new features, including seamless agent creation; real-time chat and API; usage tracking, etc.
AI16Z has launched plans to extend to ecosystems such as Near and Avalanche. Holoworld officially announced Launchpool and gave AVA holders the right to stake and receive ecological rewards from 3 new project pools. AIXBT always dominates Kaito's attention list. Major AI projects are in full bloom. After losing the craze brought by the attention economy, they continue to exert their efforts, and the rebound after oversold is also very impressive.
According to Messari predictions, by the end of 2025, it is expected that 90% of on-chain transactions will no longer be manually operated by real people, but will be completed by a group of artificial intelligence agents. These intelligent agents can not only perform micropayments based on real-time data, but also continuously optimize the liquidity pool and reasonably distribute rewards, thereby achieving more efficient and smarter operations.
The AI era seems to be really coming. Nvidia CEO once said: "The era of AI Agentics has arrived" and said that this emerging field contains "trillion-dollar business opportunities." Members of eGirl Capital believe that "AI tokens will become a new type of Meme." It is estimated that if the Web3 AI agent can capture a market share similar to the Bitcoin/golden ratio, it will capture a market value of US$100 billion, and there is still room for tenfold growth from the current level of around 10 billion. From this perspective, the emerging AI sector still has a lot of room for development.