🧠 Big Brain Breakdown: Agent Standouts

Happy Thanksgiving everyone! 🦃

Hoping this light update gives you the excuse you need to avoid the small talk with that strange uncle you haven’t seen since last Thanksgiving, while simultaneously giving you some crypto ammo to shoot off on you quant cousin who outperformed you because he sniped $chillguy….

This is our *takes a deep breath* third BBB in a row covering agents, but we want to make sure that we aren’t letting alpha slip through the cracks… We will return to the fundamental & esoteric analysis after the holiday break, as we are currently writing some longer pieces that aspire to be more proactive instead of reactive.

If you’ve been in the trenches, this blog may be old news, but for those who have a life outside of the matrix, this ones for you.

Key Takeaways:

• AI agents are rapidly evolving from simple chatbots to revenue-generating entities across social media, trading, and entertainment, with notable examples like ai16z, aixbt, and Zerebro.

• Different frameworks are emerging for building these agents, with some gaining significant traction in open-source communities (e.g., ai16z's Eliza framework reaching #2 on GitHub).

• Launchpad platforms are proving highly profitable by facilitating agent token launches and creating marketplaces where users can interact with agents.

• While the space is currently volatile and dilutive (similar to memecoins), we expect a few projects to reach significant valuations, ad are focusing on established projects like GOAT while also backing high-conviction teams and launchpad platforms.