Crypto AI is gaining popularity again. What has the market been hyping recently?

BUBBLE

2025-06-03 14:41

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With an increasing number of AI models challenging the "gym leader" in Pokémon games, the recent solo playthrough of the original Pokémon game by Gemini 2.5 Pro saw current Google CEO Sundar Pichai and DeepMind's CEO Demis Hassabis both tweeting to celebrate the moment. Additionally, Anthropic's Claude earned two Pokémon Gym badges recently, and OpenAI also independently acquired two badges. More and more large models are becoming Pokémon fans, but having AI play Pokémon is more significant in this era than having AI play chess.

In the 1980s, Moravec's paradox suggested that "tasks that are easy for humans are difficult for AI, and vice versa." Moravec stated that "it is easy to make computers play chess like adults, but giving them perception and motor skills like a one-year-old child is extremely difficult, even impossible."

AI currently engaged in "solo playthroughs" seems to be gradually developing its own perception and action capabilities. Therefore, Crypto AI, which has always been considered unable to factor in the market's "emotional intuition" in trading, may also be breached at some point in the future. With the recent popularity of InfoFi and concepts like MCP, AI Agents are now filled with more possibilities. So, what AI Agents are there in the market that can be pumped?

Axelrod

Axelrod is the flagship AI agent of AIxVC, designed to manage capital like a hedge fund using AI technology. It adapts to user risk preferences, coordinates with other agents, and trades on-chain to eliminate emotional bias in investments. It dynamically adjusts investment strategies based on individual user risk preferences and collaborates with other AI agents like Gigabrain and Memo to optimize trading strategies. It already supports Base and Solana.

Its token, $AXR, is used to unlock advanced features, lower fees, customize strategies, enable governance, and provide staking rewards. The token has a maximum market cap of $18 million and is currently priced at $16 million.

Arbusai

Arbusai is an AI-driven market intelligence platform focused on the Web3 ecosystem, providing real-time data infrastructure for AI/DeFAI agents and dApps. It offers tools such as the Arbus Terminal for research, trend analysis, sentiment tracking, and project discovery to help users identify investment opportunities.

It collaborates with multiple Web3 projects, including lunarcrush.com, virtuals.io, thirdweb.com, among others. It also partners with Chiliz to provide a dedicated data dashboard for the Chiliz ecosystem. Like many InfoFi projects, leveraging informed data from social signals through AI agent collaboration democratizes "data intelligence."

Its token ARBUS has reached a peak market cap exceeding $11 million, with the current market cap quoted at $9 million.

Avo

AVO is a marketplace for trading AI agents, including wallet tracking, institutional copy trading, staking, airdrop hunting, and other types of AI agents. Currently, the platform mainly features on-chain trading strategies.

Users can use Avo's protection based on their risk tolerance level to avoid arbitrage, as well as choose whether to participate in low liquidity or unlocked high-risk tokens.

After a demonstration video retweet by Toly, the founder of Solana, AVO briefly exceeded a $6 million market cap on May 30, now retraced to $2 million.

BasisOS

BasisOS is a decentralized protocol building an AI-managed cross-chain basic transaction insurance vault focused on exotic assets on Hyperliquid. It optimizes revenue through basic transaction strategies, combining AI for autonomous market monitoring and decision-making. Data shows its Total Value Locked (TVL) is $4.57 million, Annual Percentage Yield (APY) is 11.44%, and Annual Percentage Rate (APR) is 523.76%, attracting DeFi investors seeking high returns.

The project's official token BIOS had dropped to $4 million on May 16th, but after two weeks, the price increased nearly 5x, bringing the Fully Diluted Valuation (FDV) back to $35 million and the circulating market cap to $18.5 million.