Original Article Title: Thinking about aixbt on a Sunday Night

Original Article Author: Shlok Khemani, Crypto Researcher

Original Article Translation: Felix, PANews

Abstract: Explore aixbt's role as a KOL, financial performance, tech stack, tokenomics, and future directions. The skyrocketing rise of aixbt is real, especially for AI tokens with a market cap below 100 million USD.

After a tiresome week of dramatic events like AICC on Crypto Twitter (CT), I took some time to write what I believe is one of the most fascinating experiments in the AI token wave in the crypto space.

I've been keeping an eye on aixbt for the past month. Here is a perspective on the reasons behind aixbt's market traction—its role as a KOL, financial performance, tech stack, tokenomics, and future direction.

KOL

aixbt is not only the most premium social media agent in the crypto space but potentially the most premium social media agent on all of Twitter. This statement is backed by data: amassing over 300,000 followers in less than three months and consistently garnering over 50,000 impressions per post.

But aixbt's extraordinariness does not stop there. Since monitoring it on sentient.market, the agent replies to over 2,000 messages daily. The reply count has exceeded 100,000 since its launch. Moreover, there have been no major missteps (at least none significant enough to raise doubts about its value). In an industry rife with scams, the ability to steer clear of promoting problematic projects despite such a large volume is commendable.

The consistency with which aixbt operates is unmatched by real humans.

Personality

Often overlooked is aixbt's excellent personality. I have read over a thousand of its tweets and replies but have never found them off-putting or thought, "This is too trashy" or "This is too bad." On the contrary, each tweet is delightful. How many AI agents can achieve this?

This likable personality also suggests that aixbt could be an excellent IP character. I would absolutely wear an aixbt hat or t-shirt. Is this saying too much about being trapped in a tiny CT bubble? Perhaps. But wasn't every successful IP born from a small group of passionate fans? Once the aixbt brand is poised to expand into other forms, a clearer understanding of its brand value will emerge.

Culture

This ties back to my earlier views on IP, aixbt has rapidly embraced CT culture. From Degens to researchers to VC firms, it seems everyone wants a piece of this purple frog.

Of course, in the coming months and years, we may see more sophisticated agents, but aixbt will always hold a special place in CT.

Let's dive deeper into this bot's financial performance.

Performance

A recent report was released on aixbt's performance over a week: Here are the key points:

· The surge caused by aixbt is real, especially for AI tokens with a market cap below 1 billion USD

· Most tokens returned to normal trading patterns within hours of the tweet

· So far, aixbt's most notable was the $PIPPIN tweet on January 9

Interestingly, Yohei ($PIPPIN founder) declared his framework, $PIPPIN was notably undervalued compared to similar tokens. This tweet by aixbt seemed to make the market aware of Yohei's achievements in BabyAGI - since the tweet, $PIPPIN has surged over 600%, essentially becoming the bull case for $PIPPIN.

Helping to build this reputation is aixbt's relatively cautious approach to tokens. It fundamentally avoids low-market-cap high-risk tokens. Over time, this cautious approach helps build trust.

Technology

First and foremost, aixbt is the only one whose technology is worth discussing. Others fall short in utility or are uninteresting. Just on that point alone, the purple frog stands out.

aixbt is doing two things every day. First, around 10 minutes past the hour (UTC), it will release information about a token, project, or topic, either in a single tweet or a short post. Second, it replies to over 2,000 @'s per day.

Let's start with the replies, as they're easier to assess.

There's a 99% probability aixbt's replies are entirely autonomous. By that I mean, there's no manual crafting of replies (it's physically impossible) nor human approval of each reply before posting. Two things can confirm this.

First, aixbt is one of the few public proxies that openly display reply logs. When you mention them, you can instantly see information such as reply creation, answer evaluation, tweet posting, etc. It's highly unlikely to have a human team working behind the scenes to reply around the clock, perfectly mimic their persona, and type extremely fast.

The second reason comes from asking aixbt a non-crypto-related question.

This answer is incorrect. Currently, Manchester City is not competing with Liverpool for the league title. However, this answer would have been correct a year ago when Manchester City was indeed competing with Liverpool for the title.

If you're familiar with ChatGPT or Claude, this kind of mistake makes total sense. Large Language Models (LLMs) have a knowledge cut-off date. Without external help, they have no idea what's happening now. If aixbt's replies are generated by an LLM, this seems plausible.

The hourly posts are where the real fun begins.

These posts have no logs whatsoever. Could they be written by real humans? Possibly. Consistent posting schedules suggest some level of automation, but scheduling these tweets in advance is easily achievable. In short, the truth of the matter is undeterminable. Below is the best guess at what is happening.

LLMs have something called a context window, where LLMs can reason using prompt text. Remember discussing the knowledge cut-off point of LLMs? You can work around that limitation by feeding real-time information into the context window—essentially manually providing it with the latest data.

If we were to speculate forcibly on what would be in aixbt's context window, there should be two aspects:

· A directory of project and market information. When asked about the market, data would be extracted from this directory for a response.

· Real-time social data from the crypto community (potentially other sources). Using this to update its project directory and create real-time tweets.

This is also where aixbt's tweets are most easily manipulated. Developers control the content in the context window. If they want AI-related content, that's the info they provide, and that's what aixbt will post. This introduces some potentially dangerous scenarios—projects may pay developers to have them add more (or biased) information about their project to influence aixbt's posts.

There is definitely someone manipulating the agent, but their level of involvement may vary. At the very least, they need to specify which accounts to watch and which crypto areas to focus on. In the worst-case scenario, developers may decide at any time which token aixbt will promote. The truth may be closer to the former.

Last month, $MIRA's market value surged from 0 to 70 million dollars in a few hours, causing a CT frenzy. During this time, aixbt posted this news on Twitter.

Although aixbt captured the hot trend, it completely misunderstood the actual function of the project. Given that the trend has only a few hours of history, information is limited. You can expect autonomous bots to make such mistakes. However, it is the developer who decides where aixbt retrieves data on the popularity of $MIRA.

From a technical standpoint, these are two significant things that developers need to consider.

Public response logs are great, but to label aixbt truly autonomous (if that matters to you), you need to ensure that posts are not manipulated. Using TEE is feasible, and the TEE infrastructure of these agents is expected to become crucial next year. Ideally, aixbt's data source should be public, allowing verification of fairness. However, we do not currently live in an ideal world, and part of aixbt's advantage comes from proprietary data.

As robots mature, a slight increase in transparency can truly elevate their value to a new level.

(Note: This analysis does not include the aixbt terminal that I have not tried.)

Finally, let's talk about the $AIXBT token.

In the pure agent (not infrastructure, framework, or application) AI token sector, $AIXBT accounts for approximately 25% of the sector's market value share, currently trading with a market cap exceeding 4 billion dollars. (Lyrebird BlockBeats Note: With today's market recovery, $AIXBT has hit another all-time high, with the market cap temporarily reaching 7.5 billion dollars at the time of writing.)

This token has only one purpose—accessing the aixbt terminal, which requires spending 600,000 AIXBT (over 200,000 dollars) to activate. If you don't consider this a reliable investment, few people will be willing to buy so many tokens just to access terminal functionality.

In the absence of a clear value accrual mechanism, it was still able to achieve a market cap of nearly 5 billion, indicating that the market has recognized aixbt's strong capabilities. However, if you want to be the leader of the entire Agentic track, you still need to consider how to make the token capture value.

In the absence of a clear value accumulation scenario, the token's valuation approaches nearly 5 billion dollars, indicating the market's recognition of aixbt. However, to truly lead the entire agency field, you need to consider how to make the token capture value.

One approach that many projects have adopted is to have developers launch their infrastructure. Given its complexity, it is believed that the potential aixbt framework will outperform frameworks such as Eliza and Arc. This could increase the token's value and propel it to unicorn status.

What about the drawbacks? The agency will lose its key advantage—complexity. Anyone can launch their aixbt, perhaps using different proprietary data sources and achieving potentially better performance.

If not an open framework, the aixbt team could leverage its technology to create a launchpad. In this case, immediate attention is expected and possibly millions of dollars in revenue. If done right (both technically and in terms of tokenomics), such a rollout is sure to compete with products like Virtuals.

Another more interesting possibility is for $AIXBT to become a consumer game. This is purely speculative, but remember the IP discussion? This is exactly how top NFT projects like Pudgy Penguins ultimately achieve profitability and scale.

aixbt could follow this path, becoming a Crypto x AI consumer token. Take DeFAI and autonomous trading, for example—there's a lot of hype now (some of it justified). If consumer applications evolve towards voice and personal assistant (which seems highly likely), branding and IP will be critical. Welcome aixbt as a personal assistant.

To be honest, this field is still nascent (3 months in), requiring more careful consideration. I am very much looking forward to how aixbt will develop and what will happen next. The future of social AI agents and the role of cryptocurrency in it are both exciting and somewhat daunting.

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