Author: 0xJeff, Head of Steak Studio
Compiled by: zhouzhou, BlockBeats
Editor's note: This article discusses the performance of the AI agent market, especially the strong recovery in multiple industries. For example, the growth of Swarm, App Store, development tools, startup platforms, investment DAO, DeFAI, etc. and the driving factors behind them. It is emphasized that DeFAI is still the market leader and the top frameworks are gaining more adoption.
The following is the original content (for easier reading and understanding, the original content has been reorganized):
AI agents are rebounding strongly, and here’s an overview of the six strongest sectors leading the charge: The market experienced a massive sell-off after Trump’s tariff announcement, with markets panicking about the trade war with Mexico, Canada, and China.
However, the panic has eased temporarily after last-minute negotiations between the United States and Mexico, and the suspension has now lasted 30 days.
On top of that, Trump signed an executive order to establish a US sovereign wealth fund (which could signal a diversification of investments into crypto), and David Sacks is set to hold a press conference on February 4 to detail the administration’s stance on cryptocurrencies and artificial intelligence.
The AI agent market has recovered rapidly in the past 24 hours, with gains in multiple sectors reaching 20%-70%.
According to cookiedotfun data, the top six industries with the highest growth rates are:
- Swarm
- App Store
- Development Tools
- Launchpad
- InvestmentDAO
- DeFAI
Disclaimer: Many of these options have low liquidity, so when they go down, they go down fast, and when they go up, they go up hard. Therefore, always do your own research before considering investing. Make sure you make your own decisions and don't let FOMO drive you into trading.
Swarm
Swarm performed best in terms of percentage gain for the following reasons:
- SNAI (+140%) was accepted into the Nvidia Inception Program (a program designed for startups)
- SWARMS (+44%) and SPORE (+48%) also rose due to SNAI’s outstanding performance
App Store
Currently there is only alchemistAIapp in this category
- v3 is scheduled to be released publicly this week
- v3 introduces a modern design and features a new engine that can generate multiple outputs and link them together logically
- Recently applied for the NVIDIA Inception program
Development Tools
- ACOLYT (+57%): Demonstrated the Signal Framework, which enables agents to learn adaptively and achieve goal-driven optimization
- GRPH (+53%): provides agent personality and memory framework, with built-in video and voice infrastructure
Other notable gainers—TETSUO, SOLENG, JAIL
Launch Platform
- MATES (+54%): The Mates Show has attracted decent engagement by taking context from the latest news and events and turning them into a multi-agent talk show
- VVAIFU (+44%): Preparing to launch DeFAI 0ngrid product
Investing in DAOs
Second only to DeFAI, it is the largest industry
- VADER (+53%): This is one of the most active DAOs, with a strong presence in initiatives and strategic investments
- SEKOIA (+37%): Undergoing a rebrand, Sekoia has experienced the smallest drawdown of all DAOs
- Other notable gainers—WAI, AIXCB, AICC
DeFAI / Abstraction Layer
- GRIFFAIN (+71%): New functionality allows users to execute based on insights from mobyagent and cookiedotfun
- ANON (+33%): announced the beta version of the partnership with Gemma (research agent), and all DeFAI features are now live
- Other notable gainers—BUZZ, NEUR, HTERM
DeFAI / Trading Agent
- PPCOIN (+44%): Announced the launch of “Bottom Blaster”, a tool that analyzes tokens and best buying opportunities, and executes trades
- TONY (+24%): Announced a partnership with irys_xyz to launch an on-chain memory layer that supports Cod3x proxy and introduces reinforcement learning
Other notable proxies/ecosystems
- MOBY (+50%): A research agency focused on whale insights with top market attention
- ARC (+17%): The second most adopted framework after ai16zdao and an official partner of Solana
- COOKIE (+31%): #1 data layer, with the launch of DataSwarm, more insights will be provided
- PIPPIN (+28%): The fastest growing GitHub star count, now at 463 stars
- AI16Z (+14%): Almost 14k stars, gaining adoption from Consensys, @okx, @archwayHQ, etc.
- VIRTUAL (+8%): recently listed on Upbit, expanding to Solana, concurrently working on Coinbase Hackathon and decentralized QE/fiscal policy advancement
We are seeing clearer consolidation across sectors, with market leaders continuing to launch new products, though price volatility remains. DeFAI remains the leader, and the top frameworks are gaining more adoption. Make sure to follow the true builders, back the winners, and don’t chase short-term hype.
