AI Agents A-List

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DEDICATE 10 MINUTES TO READ THIS IN FULL.

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Risk is the only way to grow.  This applies to all aspects of life, including wealth.

Yet, with higher risk comes the need for smaller allocations—because extreme risk can lead to extreme losses. You must eliminate your risk of ruin otherwise you’re out of the game and the only way to win is to stay in it.

As a wise man once said, “You get rich by taking big risks with small amounts and stay rich by taking small risks with large amounts.”

Today, I’m going for the extreme side of risk with calculated bets.

Idea Snapshots

• Token: AI Agents, I will curate a list below as more of them will emerge and I want to be early on the winners.
• General Thesis: AI Agents are trading at minuscule valuations, most under $3 million in market caps. Some winners will emerge and go to $100-500 million, maybe more.
• Risk Level: Extreme
• Potential Upside: 1,000%+

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The A-List of AI Agents

Risk Disclosure: This research is for educational and informational purposes only. Crypto assets are highly volatile and risky. Always conduct your own research and consider your risk tolerance before investing.

These are only my thoughts, and be kind because I’m going in super early on this potential trend and a lot can go wrong. This is why I am not going with more than 0.5-2% of portfolio into any agent token, even if I lose it all on one, another is likely to recoup and cover losses plus profit.

1. MISATO [$1.8m valuation]: A community-driven Luna alternative with growing traction as the second-highest Virtuals Agent. Misato acts as a meme influencer and artist, recently launching an NFT studio ("Misato Frens"). Potential valuation: $15-20M if development continues. Selling half if progress stalls. Check out the project and try engaging with it.
2. SEKOIA [$970k valuation]: A VC-style agent investing in early-stage projects. Submissions are PDFs via Telegram, with updates like Litepaper sneak peeks already boosting prices. Promising early exposure but needs proof of results. Anand Iyer came out as a contributor, which increased legitimacy, sent SEKOIA up by +3,000%.
3. VU [$940k valuation]: Exploring AI-managed funds. Early interactions suggest room for growth, with crypto-focused training underway. Potential upside tied to achieving a $126M valuation. Risk factors: 26.7% of tokens held by six wallets. Its connection with Velvet.Capital (Binance Labs-backed) adds credibility but won’t drive $100M+ valuation alone.
4. WSB [$1m valuation]: Launched by Wall Street Bets (known for the GameStop squeeze). A retail-focused agent on “Creator Bid,” not Virtuals. Early AI agent adoption could make this a major play. I bought this on Uniswap, it's not on Virtuals.
5. FOMO [Presale, $30m valuation]: Competes with Virtuals on Solana. Allocated 2% of the portfolio, planning to sell half at 2x to recoup. Presale accessed with SOL, ETH, or TON. A temporary bet with low conviction compared to VIRTUAL. Presale closed (as of Nov. 21); launch date pending.1
6. VIRTU [$840k valuation]: Focuses on tools to simplify user experiences. Despite vague goals, early agents under $1M valuations with solid teams have performed well. Small allocation; potential for a 5-10x return.
7. WEBSIM [$720k valuation]: Known as "The CSS God," this agent supports others on Virtuals by building websites. Simple concept, promising potential, worth looking into, I bought.
8. SAINT [$9.2m valuation]: Larger cap but still low by crypto standards. An on-chain expert providing data, updates, and managing funds. Despite price pumps, it remains a solid under-$10M play.
9. WAI [$1m valuation]: An accelerator agent that could see a run similar to SEKOIA (+3,000%). Team communication is high-end, hinting ties to experienced investors. Concerns: creator owns 34% of the supply, needs token locks for credibility. Higher allocation (3%) due to SEKOIA profits, accepting the increased risk.
10. DEGENC [$850k valuation]: This one has a good dev that keeps building, it'll likely follow in the footsteps of AIXBT if he keeps on shipping. Maybe it doesn't go as high but I think $5-10m is possible, of course invested only 2% here.

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Failures

They can go up but I don't think they have the potential I initially thought.

1. DOC [$420k valuation]: Positioned as a “doctor” for casual health-related queries, relying on user engagement to drive revenue for buyback-and-burns. Initial investment (0.5%) didn’t pan out, but the developer hasn’t rugged, still holding their tokens. Holding for now, though I’ve already written this off as a loss.

Notes

1. Once something does a 3x I sell a third to get my initial investment back, then I also sell on the way up (only up to half) and ride the rest.
2. My main goal is to catch one of the big AI agents super early. Since this comes with extreme risks and even more extreme potential upside, I don’t need to put in too much into each (0.5%-1% is more than enough).
3. This list will be regularly updated. I’ll state what I sell before I do, my reasoning and if I buy anything new.
4. Browse the platform, dive into each agent, do your own research too. As much as this club is high in quality, never rely on anyone’s research but your own. I'm only showing you what I'm buying for educational purposes, you need to do your own research before buying anything.

Conclusion

AI Agents offer a rare, early-stage investment opportunity in crypto, with risks as high as the potential rewards. Unlike memecoins, these agents bring practical use cases and pioneering technology. I believe we’re at the start of a trend that could redefine crypto utility and reshape market dynamics.

That said, this is no space for reckless investing—due diligence is critical. Allocating just 0.5-2% of a portfolio to each Agent captures the upside if even one performs well. It’s about finding that one standout and scaling from there. I’ll keep updating this list as new Agents emerge and my analysis progresses, sharing any shifts in my own positions.

For those considering a stake, keep in mind that the market is unpredictable, and this is new territory. While AI will undoubtedly transform industries, identifying the right projects requires patience and ongoing evaluation. Bookmark this post, follow along, and, as always, do your own research before making moves. This journey will be as much about insight as it is about returns.

We are even considering making Agentic AI a series we continuously cover in the next few months; there is so much to explore and discuss. Let me know if that is of interest to you in the comments.

About the Author

This was an unexpected post, authored by the founder of 0x100x just like the one on VIRTUAL. The next post will bring a more established bet on AI x Crypto, one on the lower end of the risk curve, written by an exceptional investor (not from 0x100x). Excited to share it with you all.

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How to Buy

If you made an independent decision to try and buy any AI Agent built on Virtuals, you can only do so on their website. You also can only exchange VIRTUAL tokens for an AI Agent’s—creating a flywheel for the VIRTUAL token.

If you’re wondering how to create a Base-connected wallet, here are more details:

Step 1: Create a Base Wallet

First, you’ll need a wallet that supports the Base network. Here are three easy options:

• Coinbase Wallet: Super simple and perfect if you already use Coinbase. Download the app from the App Store or Google Play.
• Phantom Wallet: Known for its ease of use, Phantom recently added support for Base. Available for desktop and mobile.
• MetaMask: A great choice for advanced users. Install it as a browser extension or mobile app.

Step 2: Fund Your Wallet

There are three ways to get ETH into your Base wallet, which you'll need to buy VIRTUAL tokens. Choose whichever method works best for you:

1. Send ETH Directly from an Exchange:
   • If you already have ETH on an exchange (like Coinbase, Binance, or Kraken), you can withdraw it directly to your Base wallet.
   • When withdrawing, make sure you select Base network (Layer 2). Input your wallet address, confirm the transaction, and the ETH will arrive in your Base wallet.
2. Buy ETH with a Card (Easiest Option):
   • Many wallets, including Coinbase Wallet and MetaMask, let you buy ETH directly with your debit/credit card.
   • Simply open your wallet app, click on the option to buy ETH, select the amount, and complete the purchase using your card. The ETH will appear in your wallet, ready to use on Base.
3. Bridge ETH from Another Network:
   • If you already have ETH on the Ethereum mainnet or another chain (Polygon, Optimism, etc.), you can bridge it to Base.
   • Go to Base Bridge, connect your wallet, and choose the network you’re sending from (e.g., Ethereum mainnet). Follow the instructions to move your ETH to Base. The ETH will arrive in your Base wallet, and you’re all set.

Step 3: Buy VIRTUAL

Once you have ETH in your Base wallet, it’s time to swap it for VIRTUAL tokens. You can do this in two easy ways:

1. Use Aerodrome (Base DEX):
   • Go to Aerodrome, a decentralized exchange built on Base.
   • Connect your wallet (Coinbase Wallet, Phantom, or MetaMask).
   • Choose ETH as the token you’re swapping from and VIRTUAL as the token you’re buying.
   • Enter the amount of ETH you want to swap, confirm the transaction, and you’ll see your VIRTUAL tokens in your wallet shortly after.
2. Direct Swap in Coinbase Wallet:
   • If you’re using Coinbase Wallet, it gets even easier.
   • Open the app, navigate to the swap feature, select ETH, and swap it directly for VIRTUAL without leaving the app. You don’t even need to use a DEX.

Criteria (extra reading)

For those interested, here’s my thinking process, capturing discoveries as I go.

As of November 1, 2024, investing in AI Agents has shown big returns, but it’s mostly been driven by novelty, crypto hype, and future promises—not fundamentals.

My goal: identify what can make an agent truly stand out and catch one early that can reach $500 million+ in market cap.

AI Agents are like multi-tasking superhumans, so spotting potential is like finding talent in a workplace. Here’s how I break down the key metrics that matter, both quantitatively and qualitatively:

1. Contributions: The agent’s strength is in its training, which comes from quality information fed by contributors. This can be gamed by uploading a ton of low-quality files, which harms the agent’s effectiveness. Early on, it’s manageable to sift through these. Based on the agent’s focus, I look for contributions in cognitive, voice, visual, or domain expertise. For example, MISATO needs cognitive, voice, and visual contributions, while VU requires only cognitive and domain expertise. Though some rate this as an “intelligence score,” I prefer to assess contributions myself.
2. Inferences: Quality agents attract interactions. Bots, however, can fake engagement metrics (like views or comments on social platforms). My approach? I’ll directly interact with the agent and evaluate its domain knowledge by asking specific questions to test its responses.
3. Social Equity: No token can grow without attention. A rising price helps, but awareness is crucial to even get started. If no one’s talking about a solid agent, it can stay under the radar. I check this by searching for the ticker with a cashtag (e.g., $MISATO, $VU) on Twitter or by using tools like LunarCrush, though smaller tokens may not appear there. This can also be faked by KOLs (Key Opinion Leaders, often just influencers), which brings us to the next point.
4. Holder Analysis: This one can be a time-sink, so I stick to essentials. Four tools: first, I’ll look at Virtuals Protocol to check for concentration of large holders on the token page. For deeper analysis, Dexscreener or Arkham can show me the largest holders’ other assets to gauge if they’re “smart money.” BubbleMaps helps spot if any single entity controls too much supply (>10%) through one or multiple wallets. Take DoctorAI (DOC), where the dev holds over 25% of supply. With that much control, they’ll likely start selling once it hits a target price. But, as angel investments (very early stages), this kind of information will only reduce my allocation from 1% to 0.5%.

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