How to seize the hundredfold opportunity of new storytelling in this AI agent loop?

Editor's note: The article introduces 25 years of investment opportunities for AI agents, including investing in DAOs (daosdotworld, Vader AI), on-chain transactions (Gekko Agent, BigTonyXBT), privacy and confidentiality (TEE agents have high potential), developer tools (soleng agent, etc.), in addition, the article predicts new trends in the future such as Decentralized Finance agents, NSFW agents, swarm intelligence, etc., emphasizing the practical value behind early layout and flexible response narratives, are expected to achieve a hundredfold return.

The following is the original content (for easy reading and comprehension, the original content has been edited):

In October, Virtuals launched the concept of AI proxy tokenization. It was a bold attempt, but to be honest, most people didn't care, it was too early at the time. What now? A lot of Virtuals' proxy tokens have already brought in 50x, 100x returns, and all of a sudden everyone is starting to pay attention.

The question is...... The 50x to 100x gains you're seeing right now? If you want to get a similar excess return, you have to step in early. You need to have a strong argument and have the patience to start laying out before anyone else finds out.

If you're just stepping in now, you might only be able to expect a 5x to 10x return – still good, but nowhere near the 50x to 100x gains that early participants get, and it's always easy in hindsight, right? It's not too late, but you need to have a strategy. What was considered an "alpha" two months ago is no longer an alpha. The ecosystem of Virtuals is already very crowded, and the low-hanging fruit has long been picked.

What should we do now?

First of all, don't limit yourself to just one ecosystem. The comparison between Base and Solana, Virtuals and ai16z is not important - both ecosystems have opportunities. The key is not to 'serve one side' and attack the other, but to be prepared for good opportunities anywhere. Look at me, I'm everywhere - talking about proxies in Base, Solana, and anywhere else. Yes, I lean towards Virtuals (I often post for them), but I keep an open mind. The key is to stay flexible, seek value, and avoid tribalism.

What should you consider when choosing a proxy?

Essentially, the key to a successful proxy lies in its uniqueness and utility. Without utility, proxy tokens are like 95% of meme coins - a quick hype cycle followed by irrelevance. A proxy must have a unique product and offer practical value.

It would be even better if the team could understand the 'attention game', as they would be able to create engaging stories or legends around the agency, quickly and continuously launch features, and actively cater to the needs and demands of the community.

When these elements align, the agent may find Product-Market Fit (PMF). Teams that continue to execute and innovate after finding PMF - like the aixbt agent - can lead their own niche and become pillars in the ecosystem.

The following are the most valued narratives and practicality for CT currently:

There is a high demand for agents to obtain and deliver Alpha's trading signals and insights. For example, aixbt agent: Alpha's gold standard for agents. Other noteworthy alpha agents include:

Invest in DAO

Hedge fund style DAOs operated by humans or AI agents, using their treasury funds for investment.

Example:

The ecosystem of daosdotworld on Base

Vader AI, wai combinator, sekoia virtuals and aixCB Vc on Virtuals

The daosdotfun ecosystem on Solana

Investing in DAOs is powerful because they provide:

Endorsement of high-quality agents.

Provide distribution channels for investment portfolio projects.

Providing early and discounted over-the-counter (OTC) rounds, which often bring about excess returns.

Want to learn more about investing in DAOs:

on-chain transactions

On-chain transactions are a narrative that resonates deeply with the CT community, as we love to see someone turn $1,000 into $1 million. It's not just about the money, but also about the thrill of witnessing someone strive and succeed. The first version of the trading agents will harness this energy. They will focus on portfolio growth, showcasing their frameworks and strategies in real-time. It's an early narrative, but it's already taking shape among some exciting players.

Example:

Gekko Agent: A self-improving trading agent on Virtuals, leveraging the infrastructure of getaxal to provide results.

BigTonyXBT: Based on Cod3x, focusing on self-execution of major trades.

ProjectPlutus: With the admirable meme-style code $PPCOIN, the agent combines real-time analysis and automated DCA execution.

I expect on-chain trading agents to be the center of attention in Q1/Q2 2025.

Developer-oriented practical tools

As the ecosystem grows, the need for developer tools becomes critical.

Example:

soleng agent: Monitoring and pulling requests for initial review, and serving as AI judge for the hackathon.

h4ck terminal: a white hat proxy service for bounty and vulnerability checks.

CertaiK Agent: Focus on secure auditing of agents.

More about AI Hackathon:

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Privacy and Confidentiality (TEE)

The Trusted Execution Environment (TEE) created by Marvin Tong and PhalaNetwork on Solana makes fully autonomous agency possible.

Example:

"ICO that cannot be cut leeks" agent aipool tee

sporedotfun: TEE agents that have a genetic trait and are passed on to their offspring.

Neural network experiments, such as deepwormxyz.

There are currently no TEE proxies on Virtuals, and the first TEE proxies are sure to skyrocket in value.

Beyond Narrative Gameplay

By predicting future narratives and laying out before others, you can achieve returns of over 100 times. This strategy is the reason why I entered Virtuals with a market value of less than $30 million at first.

Emerging Narratives in 2025:

Decentralized Finance Agent

NSFW Proxy

Robot technology

data

Gamification of Agency

Swarm/collective intelligence

infrastructure

I have outlined these projects and gameplay in my articles, posts, and tweets. If you have been paying attention, you may have seen some of these projects achieve returns of 5 to 20 times, which is an opportunity for you to accumulate intergenerational wealth. Alternatively, you can relax during the holidays and watch the opportunities disappear. The choice is yours. I recommend starting with the following articles, which provide a comprehensive review of the AI agent field.

AI Agents 2024: A Review and Future Outlook (Part 2/2)

AI Agents 2024: Review & Future Outlook (Part 1/2)

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