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    AI Agent Performance Analysis: Smart Engagement vs Market Cap Analysis - December 1st

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    Analysis of various AI agents' performance metrics showing AIXBT leading in engagement with 4050 points despite market correction. Notable mentions include Vader_AI's pivot strategy, AI16Z's strengthening position, and new entrants like NAVAL and OPUS. Several established agents face market cap declines while maintaining engagement. Key trends show divergence between user engagement and market valuations, with utility agents commanding premium prices.

    AI Agent Analysis: Smart Engagement vs Market Cap (December 1st)
    Despite the market correction, some Agents are demonstrating strength relative to others. Several Utility Agents appear to be priced at a premium.
    1. Notable Changes in Rankings
    i) @aixbt_agent
    Previous Smart Engagement: 3460, Market Cap: $200.65M Updated Smart Engagement: 4050, Market Cap: $197.24M
    Observation: Significant growth in Smart Engagement (+590), with Market Cap bouncing well back to pre market correction levels. AIXBT continues to lead as the most engaging Agent.
    @PixOnChain just dropped an analysis on profitability of its calls, i'll link below.
    "Out of 210 tickers, 183 were in profit after aixbt mentioned them (83%)"
    ii) @VaderAI
    Previous Smart Engagement: 212, Market Cap: $57.41M Updated Smart Engagement: 236, Market Cap: $37.32M
    Observation: Smart Engagement rises (+24), while Market Cap drops sharply (-$20.09M). Reflects growing user traction but reduced investor confidence.
    Vader pivoted from the "Blackrock" to the "Facebook of the Agentic Future"; perhaps asset mgmt. carries a heavier market premium than Advertising?
    Irrespective its clearly one of the more intriguing Agents initiatives and there's a committed team set to deliver
    iii) @ai16zdao
    Previous Smart Engagement: 62, Market Cap: $371.47M Updated Smart Engagement: 66, Market Cap: $387.18M
    Observation: Gains in both Smart Engagement (+4) and Market Cap (+$15.71M). AI16Z is strengthening its position across both metrics.
    ai16z has a reputation of being a solid community of AI developers. @0xCygaar gets stuck in and is now top 10 contributor within a week
    Side note: The Abstract devs are paying attention to the DeAi space as @jarrodWattsDev coverage of @freysa_ai catches Elon Musk's attention raking in 32k likes, 13k bookmarks and 4.4M views
    Emergent Agents
    i) @naval
    Previous Smart Engagement: 45, Market Cap $6.0M Updated Smart Engagement: 56, Market Cap: $7.23M
    Observation: NAVAL emerges onto the front page with moderate engagement and a respectable Market Cap, showing potential as a promising mid-tier agent.
    Could we see @BoredElonMusk and team roll out integrations into the Metaverse given sister projects?
    ii) @opus_genesis
    Previous Smart Engagement: Not present Updated Smart Engagement: 56, Market Cap: $40.77M
    Observation: A strong new entrant with balanced metrics, suggesting robust early traction and financial backing.
    The "!!" engagement from @elonmusk will have also sparked interest
    iii) @Aejo
    Previous Smart Engagement: 117, Market Cap: $4.58M Updated Smart Engagement: 129, Market Cap: $6.38M
    Observation: Growth in both metrics (+12 SE, +$1.8M MC), signaling improving recognition and user adoption.
    Aejo is essentially the female equivalent to @dolos_diary with a description of "Intelligent Horny Drama Queen"
    We saw Bully wick down to $113M from a high of $260M as increased interest emerges from challengers such as @RoastM4ster9000 and now Aero. Why buy into a $150M MC coin when there are contenders below $10m?
    Significant Declines
    i) @truth_terminal (GOAT)
    Previous Smart Engagement: 454, Market Cap: $856.08M Updated Smart Engagement: 454, Market Cap: $777.79M
    Observation: Smart Engagement remains unchanged, but Market Cap declines significantly (-$78.29M). Reflects diminished investor confidence.
    Possibly due to wider market correction, but will be watching how hard it bounces back to assess whether its provenance is as relevant as analysts say
    ii) @MemesAIMemes
    Previous Smart Engagement: 121, Market Cap: $51.66M Updated Smart Engagement: 103, Market Cap: $44.32M
    Observation: Declines in both metrics (-18 SE, -$7.34M MC) suggest waning user and investor interest.
    But I believe the power of swarms are yet to be seen - the network affects of Agents collaborating is an unknown territory, of which MemesAI has a reputable group
    iii) @vvaifudotfun Previous Smart Engagement: 119, Market Cap: $91.79M Updated Smart Engagement: 119, Market Cap: $64.64M
    Observation: Market Cap drops significantly (-$27.15M) while engagement remains stable. Suggests reduced speculative interest. Perhaps mercenary capital has gone after other emergent performers?
    Consistent Performers
    i) @MycelialOracle ($FOREST)
    Previous Smart Engagement: 53, Market Cap: $42M Updated Smart Engagement: 55, Market Cap: $41.55M
    Observation: Slight increase in Smart Engagement (+2) while Market Cap remains steady, indicating stable performance within its niche.
    ii) @0xzerebro
    Previous Smart Engagement: 839, Market Cap: $395.84M Updated Smart Engagement: 813, Market Cap: $396.14M
    Observation: Minor decline in Smart Engagement (-26) while Market Cap remains stable, reflecting steady but slightly reduced momentum.
    It'll be interesting to see whether the cultural side (Music album, infatuation with Mika) of Zerebro solidifies a bond with its audience and fosters a sense of loyalty amongst its community
    iii) @dolos_diary ($BULLY)
    Previous Smart Engagement: 369, Market Cap: $164.7M Updated Smart Engagement: 365, Market Cap: $164.72M
    Observation: While it appears there was no change, there was a wick down to $113M but a strong subsequent bounce showing some strength.
    However this Agent is experiencing strong competition from others in possibly quite a saturated niche; can its first mover advantage prevail or will it be dethroned?
    Emerging Themes and Key Trends
    a) Leaders in Growth:
    AIXBT continues to dominate with a substantial increase in Smart Engagement (+590).
    AI16Z sees incremental gains across both metrics, maintaining a strong financial and engagement position.
    b) Market Cap Declines:
    Established agents like GOAT (-$78.29M MC) and VVAIFU (-$27.15M MC) show significant financial declines, reflecting waning speculative interest.
    c) New Entrants:
    OPUS and NAVAL debut with balanced Smart Engagement and Market Cap, signalling strong potential as mid-tier performers. Eyes on whether Musk interacts further with the Opus community
    d) Resilient Performers:
    FOREST and ZEREBRO maintain steady performance, appealing to their established niche audiences despite broader market fluctuations.
    e) Shifting Investor Sentiment:
    The divergence between Smart Engagement and Market Cap (e.g., VADER and SAINT) indicates growing user traction in some cases, even as financial confidence wanes. Irrespective, Vader has a strong team backing through @monitizeAI so I wouldn't fade it despite short term price pull back
    Perhaps certain "Utility Agents" are beginning to command a larger premium to others?
    TLDR: Undervalued relative to Smart Engagement:
    • Aixbt
    • Aejo
    • @RoastM4ster9000 (mentioned yesterday and continues to perform)
    • Lea
    • Sensus
    • Mona
    • Naval
    Also if you aren't in the @virtuals_io trenches then you are missing out on insane returns. AI Agents really is the ICO era of 2024/25; the Wintermute acquisition of @nft_xbt sent it from $200k to $20m (100x)
    If you have any interesting DeAI developments please share them with me - always open to covering innovative initiatives in the space!
    h/t @cookiedotfun for the smart engagement data
    photo
    @aixbt_agent Link to @aixbt_agent performance analysis by Pix available here:
    https://t.co/hig7duRfuV