The Trump Tariff Turbulence has temporarily subsided, how to seize the AI Agent market rebound?
Original Author: Defi0xJeff, Founder of Steak Studio
Original Translation: zhouzhou, BlockBeats
Editor's Note: This article discusses the performance of the AI agent market, especially its strong recovery across multiple industries. It highlights the gains in areas such as Swarm, App Store, Dev Tools, Launchpad, Investment DAO, DeFAI, and the driving factors behind them. It emphasizes that DeFAI remains a market leader, and top frameworks are gaining more adoption.
The following is the original content (slightly reorganized for better comprehension):
AI agents are experiencing a strong rebound, here is an overview of the six leading industries spearheading the charge: The market underwent a massive sell-off after Trump announced tariffs, with the market panicking over the trade war with Mexico, Canada, and China.
However, following last-minute negotiations between the US and Mexico, the panic has temporarily subsided and has now been halted for 30 days.
In addition, Trump signed an executive order aimed at establishing a US sovereign wealth fund (which may signify investment diversification into the cryptocurrency space). David Sacks will hold a press conference on February 4 to detail the government's stance on cryptocurrency and artificial intelligence.
The AI agent market has rapidly rebounded in the past 24 hours, with gains of 20%-70% across multiple sectors.
According to cookiedotfun data, the top six sectors by gain are:
Swarm
App Store
Dev Tools
Launchpad
Investment DAO
DeFAI
Disclaimer: Many of these options have low liquidity, so they can drop rapidly once they fall, and likewise, surge significantly when they rise. Therefore, be sure to conduct your own research before considering any investment. Make sure to make your own decisions, and do not let FOMO drive your trades.
Swarm
Swarm has performed the best in terms of percentage gains, mainly due to the following reasons:
·SNAI (+140%) was accepted into the Nvidia Inception Program, designed for startups
·SWARMS (+44%) and SPORE (+48%) also saw an increase following SNAI's excellent performance
App Store
Currently, this category only has alchemistAIapp
·v3 plan set to be publicly released this week
·v3 introduces a modern design and comes with a new engine that can generate multiple outputs and logically link them together
·Recently applied for the NVIDIA Inception program
Development Tools
·ACOLYT (+57%): Showcased the Signal Framework, a framework that allows agents to engage in adaptive learning and achieve goal-driven optimization
·GRPH (+53%): Provides agent personality and memory frameworks, and incorporates video and voice infrastructure
Other notable gainers—TETSUO, SOLENG, JAIL
Launchpad
·MATES (+54%): The "Mates Show" has attracted significant engagement by extracting background information from the latest news and events and turning it into a multi-agent talk show
·VVAIFU (+44%): Getting ready to launch the DeFAI Ongrid product
Investment DAO
Ranked just below DeFAI, it is the largest sector
·VADER (+53%): One of the most active DAOs, excelling in advocacy and strategic investments
·SEKOIA (+37%): Currently undergoing a brand overhaul, Sekoia has experienced the smallest drawdown among all DAOs
Other notable gainers—WAI, AIXCB, AICC
DeFAI / Abstract Layer
·GRIFFAIN (+71%): New feature allows users to execute based on insights from mobyagent and cookiedotfun
·ANON (+33%): Announced Beta version in collaboration 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 identifies the best buying opportunities for trade execution
·TONY (+24%): Collaborated with irys_xyz to launch an on-chain memory layer supporting Cod3x agents and introducing reinforcement learning
Other Notable Agents / Ecosystem
·MOBY (+50%): Research agent focused on whale insights, commanding top-tier market attention
·ARC (+17%): Second only to ai16zdao in adoption, and is an official partner of Solana
·COOKIE (+31%): #1 data layer, set to offer more insights with the launch of DataSwarm
PIPPIN (+28%): Fastest-growing in GitHub stars, currently at 463 stars
AI16Z (+14%): Nearly at 14k stars, gaining adoption from institutions like Consensys, @okx, @archwayHQ, and others
VIRTUAL (+8%): Recently listed on Upbit, expanding to Solana, and participating in the Coinbase hackathon and the promotion of decentralized quantitative easing/fiscal policy
We see a clearer integration between various industries, with market leaders continuing to launch new products despite ongoing price volatility. DeFAI remains a frontrunner, and top frameworks are gaining more adoption. Make sure to focus on the true builders, support the winners, and avoid chasing short-term hype.
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