Overview of the AI Agent Module and the Potential of DeFAI

At the beginning of January, the blockchain AI Agent sector experienced explosive growth. The market capitalization of Virtuals and ai16z once soared to several billion dollars, and underlying frameworks such as ARC and Swarms also received a lot of attention. However, with market fluctuations, AI Agent tokens generally underwent significant corrections, and the entire sector entered an adjustment period.

Nevertheless, the development potential of AI Agents remains enormous. As intelligent entities capable of autonomously executing tasks and interacting with external tools, AI Agents not only include large language models but also need to manage their own state, invoke various tools, and execute safely.

In the Web3 space, AI Agent projects are mainly divided into the following categories:

1. Launch platform: A platform that allows users to create, deploy, and monetize AI Agents. Virtuals is a leader in this field, having issued over one hundred thousand Agents.

2. Framework: Provides the infrastructure for developing AI Agents. Includes multiple projects such as SolanaAgentKit, Eliza, Rig, etc.

3. Infrastructure: Off-chain platforms or tools built around AI Agent, such as data aggregation service cookie.fun, testing platform Jailbreak, etc.

4. Intelligent Entities: Specific instances of AI Agents. Such as Luna, AIXBT, Freysa, etc., each with its own characteristics.

5. DeFAI: Combining decentralized finance and artificial intelligence, aimed at simplifying DeFi operations. Representative projects include Griffain, Orbit, and BUZZ.

DeFAI is regarded as the second growth curve of AI Agents for the following reasons:

• The integration of AI and Web3 is an inevitable trend, and AI Agents can significantly lower the barriers to using Web3.
• DeFAI can provide real value to users and help reshape the market's perception of AI Agents.
• The tokens of the DeFAI project are easier to enable functionalities, such as unlocking advanced features or customizing trading strategies.

DeFAI not only simplifies DeFi operations but also provides real application scenarios for AI Agents, promoting their transition from concept to implementation. With the development of technology and market recognition, DeFAI is expected to become an important force in furthering the prosperity of the Web3 ecosystem.