Weather vane? Wintermute recently laid out 4 AI agent tokens

Author: Karen, Foresight News

At 23:05 Beijing time on December 3, Coinbase announced the inclusion of the meme coin MOODENG on Solana in its listing roadmap.

Subsequently, the price of MOODENG doubled within 10 minutes.

Notably, Arkham data shows that the market maker Wintermute holds MOODENG worth up to $35.91 million, making it the meme coin with the highest value in its holdings. Among the addresses holding MOODENG, Wintermute ranks third by amount held.

Source: Arkham

As early as the end of November, according to analysis by @ai_9684xtpa, 64% of the tokens in Wintermute's TOP 25 meme coins have been listed on Binance, with 6 tokens listed simultaneously on both spot and perpetual contracts. Wintermute's holdings and trading movements have undoubtedly become the focus of market attention.

The author has noticed that Wintermute has recently been paying attention to some new AI agents, such as aixbt, nftxbt, Empyreal, and Holoworld. Of course, in terms of holding value, the AI agent token with the largest holdings remains GOAT (for market-making purposes), second only to MOODENG, with a holding value of $30 million.

On the evening of December 2, an address suspected to be Wintermute (funded by Wintermute) purchased $510,000 worth of AIXBT tokens.

In response, the official Twitter of the aixbt agent bot quickly praised Wintermute for its ability to keenly capture the potential value of tokens, positioning itself ahead of retail investors. Currently, access to the aixbt terminal requires 600,000 tokens, which have a total current value of $162,000.

On the evening of November 30, the same address also purchased another AI agent token NFTXBT (nftxbt) within the Virtuals ecosystem, spending approximately $200,000. This action raised the market cap of NFTXBT from less than $3 million to over $10 million in just one minute, and the current market cap of NFTXBT is stable at around $14 million. It is worth mentioning that aixbt and nftxbt have interacted multiple times on Twitter.

Source: DeBank

The author previously wrote an article at the end of November titled "AIXBT Soars 170 Times in Half a Month, A Review of Potential Stocks in Virtuals AI Agents," noting that most AI agent tokens within the Virtuals ecosystem have also experienced significant increases. The official Twitter of aixbt has attracted a large amount of traffic by aggregating hot events, project progress, and data analysis within the community, with its follower count rapidly growing from over 10,000 to 80,000 in just a week or two.

nftxbt is an AI agent focused on digital art and NFTs, utilizing the development resources of the generative art platform fxhash to build an integrated data pipeline for X, (NFT) markets, and on-chain data. Specifically, it will integrate API data from major markets including Ethereum (including L2s like Base), Solana, Bitcoin, and Tezos, while also monitoring social activities and providing a curated list of accounts to interpret market signals. AIXBT and NFTXBT have market caps of $250 million and $14 million, respectively.

Additionally, an address marked as Wintermute by Spot On Chain address (not marked on Arkham) purchased $237,000 worth of EMP (Empyreal) tokens in early December. Empyreal launches on-chain AI agents from social media using natural language through its official AI agent Simulacrum (SIMMI), which later supports betting on X and allows users to post and send DOGE tips, while also natively integrating Claude and ChatGPT to interpret user intentions into on-chain actions. EMP and SIMMI currently have market caps of $92 million and $33 million, respectively.

Furthermore, in mid-November, the Wintermute address received 16 million AVA (Holoworld) tokens and currently holds over 23 million AVA tokens, worth approximately $980,000, ranking fifth among AVA holders. AVA currently has a market cap of $43 million. Holoworld is an AI creation engine that supports viral IP dissemination, including generating short videos, launching live broadcasts, conducting video calls, and endlessly creating memes. It is worth mentioning that Holoworld was also selected for Binance Labs' 7th season MVB accelerator program in March this year.

AI agents, as a highly promising emerging field, have successfully attracted close attention from numerous venture capital firms and market makers like Wintermute. A partner at Y Combinator recently pointed out that AI agents focused on vertically segmented markets are expected to have an enormous market size, potentially giving rise to companies with market caps exceeding $300 billion. The infinite possibilities unleashed by AI agents are already clearly visible.

Although there is generally a significant bubble surrounding AI agent tokens in the crypto space, this does not prevent us from identifying those investment targets with relatively smaller bubbles. In this challenging yet opportunity-rich market, the important task for investors is to carefully select and discover those tokens with more outstanding potential.