Still confused about the Fragmented AI Agent subject? Quickly study this classification list!

By: blockbeats|2025/01/08 16:30:04
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Original Article Title: Agent Fragmentation: Breaking Through the Noise
Original Article Authors: Defi0xJeff, Crypto Kol
Original Article Translation: zhouzhou, BlockBeats

Editor's Note: This article points out the current AI agent fragmentation issue, where the diversity, liquidity, and attention of AI agents are spread across various domains. The article discusses two development paths for agents: one is transforming into an open-source framework, and the other is continuing to focus on a single agent function. It analyzes multiple promising AI domains such as DeFAI, NSFWagent, robots, investment DAOs, etc., and suggests that developers and investors should focus on narratives and products with long-term growth potential, ultimately driving innovators to establish a unified ecosystem by simplifying complexity.

The following is the original content (reorganized for readability):

Liquidity fragmentation became a significant challenge last year when the expansion of L1/L2 blockchains went beyond what we could count. Then, Bitcoin L2 entered this landscape, further adding thousands of new projects.

This situation has led to liquidity, attention, and user experience being dispersed across numerous ecosystems, with many L2 and dApps in these ecosystems struggling to gain any meaningful traction. Capital inflows are only hitting a few top ecosystems—those with prominent communities, outstanding products, strong teams, and enough grant funding to attract developers to the ecosystem.

Now, the AI agent industry is beginning to face a similar dilemma. Although still in its early stages, the diversity of agent numbers, aliases, and new tokens makes it challenging to differentiate each project. The industry is increasingly facing the problem of "agent fragmentation." Liquidity and attention are overly dispersed, spread across too many places.

Two Development Paths for AI Agents

Most AI agents develop along one of the following two paths:

1. Transitioning from Agent to Framework

Some agents demonstrate their value by continuously interacting with users and allowing them to interact with real-time products on CT (or other channels) platforms, once they find product-market fit (PMF) and attract enough attention, other teams often want to replicate their success. What is the next logical step? Open-source the agent. Through this process, the agent evolves into a framework—making it easier for others to experiment, integrate, and build. This step can break the agent's valuation ceiling, positioning it more like an L1 blockchain.

We have seen the following agents adopt this trend:

0xzerebro

dolos diary

AVA holo

freysa ai

unit00x0

This approach enables these agents to scale by reducing barriers and allowing others to access their ecosystem.

2. Continue to refine the product as an independent agent

Not every agent can immediately find PMF; some agents need to iterate and adjust continuously until they find the right use case. Even so, some teams still prefer to maintain technological exclusivity rather than open up to others. For those agents performing exceptionally well in their field, transitioning to a framework is unnecessary—they just need to remain in their form as independent agents.

Examples of this approach include:

aixbt agent

griffaindotcom

So, what should we do?

For developers: Focus on understanding the gaps in the market and build products that truly add value to users. Remember, agents should act as guiding tools, ushering users into the ecosystem. In such a market environment, standing out is becoming increasingly challenging.

For investors: Focus on leaders or top projects in each category, and consider increasing investments during market downturns, which may be the best way to consolidate attention and navigate the fragmented space.

Current Category Narratives/Focus

Here are the currently trending areas:

Alpha-Focused KOLagent

These agents dominate in providing Alpha (insights, data synthesis, and analysis). AIXBT holds a leading position in users' minds. While this is not a zero-sum market, leaders can capture disproportionate attention.

Still confused about the Fragmented AI Agent subject? Quickly study this classification list!

Noteworthy token:

AIXBT

REI

TRISIG

TRUST

AGENCY

KWANT

Investment DAO

These DAOs focus on strategic investments, with winners typically being those able to effectively execute (3,3) strategies and provide strong Profit and Loss (PnL) performance.

Examples:

VADER

AIXCB

AIMONICA

SEKOIA

WAI

AROK

Other platforms in this space include: VIRTUALS IO, AI16ZDAO, DAOSDOTWORLD, DAOSDOTFUN

Agent Metaverse / Game x AI

This is a young and promising industry, with Realis kicking off the trend, but Hyperfy has now become a leader in building world infrastructure. Smol and Arc Agent are exploring AI-driven gaming and gamification utilizing reinforcement learning.

Key Tokens:

HYPER

REALIS

SMOL

NRN

DeFAI / Abstraction Layer

This is a fiercely competitive field, with multiple players vying for dominance. The anticipated release of the Wayfinder token may prove to be a game-changing move.

Tokens to Watch:

GRIFFAIN

ANON

GRIFT

NEUR

Autonomous Trading Agent

This field is still in its early stages but holds immense potential. Multiple players are emerging, with their agents aiming to generate outsized returns through competition with humans and other agents.

Key Tokens:

ASYM

PPCOIN

GEKKO

TONY

Framework

Popular framework tokens provide open-source solutions to support agents. AI16Z/Eliza is the largest open-source framework, but other models exist as well.

Key Tokens:

AI16Z / ELIZA

GAME (Virtuals)

ARC (Rig)

Music

AI agents are entering the music space by releasing albums or enabling music creation. Zerebro was the first to drop a standout album, and now more agents are entering this submarket, collaborating with world-class DJs.

Key Tokens:

ZEREBRO

MUSIC

BEATS

3D Models

Ava leads the way in the 3D modeling field. HOLOWORLDAI is collaborating with multiple teams to develop and deploy 3D models across different frameworks and ecosystems.

Key Tokens:

AVA

AIDOL

This trend began with Luna as an AI idol on TikTok and Twitter. While the initial hype has passed, this submarket has laid the foundation for agents offering more practical functionalities. Luna remains the most influential AIDOL, now with more personality and capabilities, such as her experience taking over Story Protocol as an intern.

Key Examples:

LUNA

ELIZA

MOE

AI Memecoins

These memecoins are either launched by an AI agent or have a story background related to AI.

Popular Tokens:

GOAT

FARTCOIN

ACT

Video / Film Production

This is an emerging area, with Kween at the forefront of producing high-quality films, although it is currently unclear whether these films are agent-driven. Sandy is launching the first AI video agent framework, and its full potential is yet to be realized.

Tokens to Watch:

KWEEN

SANDY

Data

In the AI field, data is digital gold—it is key to agent development and performance. Cookie stands out as a leader in providing data to both humans and AI agents.

Notable Tokens:

COOKIE

NOMAI

AI App Store

This category focuses on a useful AI app ecosystem, including generative AI tools, games, and productivity-enhancing tools. Currently, Alchemist is the top ecosystem, while Myshell focuses on image generation and waifu simulation games, although its token has not yet been released.

Key Tokens:

ALCH

NSFWagent

This is an emerging niche market where agents act as "spicy" influencers, interacting with users around the clock. Lush, Nectar, and Oh are the main players in this field, but currently only Lush has a token.

Featured Tokens:

LUSH

TEE / DeAI Infrastructure

This narrative supports fully autonomous agents that are able to resist human interference, such as hack attacks or rug pulls.

Top Tokens:

FAI

PHALA

SPORE

Developer Tools

These are AI security, code analysis, and industry-critical tools for growth. Soleng is my personal favorite as she can serve as your developer relations assistant, helping analyze code and GitHub repositories, especially very friendly to our CT brothers without a technical background.

Highlighted Tokens:

SOLENG

H4CK

CERTAI

JAIL

Robots / Embodied AI

This is an exciting yet evolving field. OpenAI's work on embodied AI may attract more attention this year.

Top Tokens:

SAM

There are many other categories I haven't covered, and the fragmentation of agents is starting to get a little out of hand. My personal investment strategy is to focus on narratives that attract the most attention and predict narratives that are likely to attract more attention in the future.

Narratives I'm watching, which will continue to attract attention:

DeFAI

Decentralized Finance AIAgent

Investment DAO

Metaverse Agent

Key Narratives Expected to Gain More Traction in Q1/Q2:

NSFW Agent

TEE and other DeAI Infrastructure (opML, zkML, POSP, etc.)

Robotics Technology

Developer Tools

Final Thoughts

The fragmentation of agents highlights the complexity and opportunities in this rapidly evolving space. Rather than chasing every new trend, developers and investors should focus on areas with integration potential and long-term growth opportunities.

For developers, the priority should be to create scalable, differentiated products that address specific user needs. For investors, supporting projects with strong community engagement and a favorable position in high-potential narratives will be key to navigating this fragmented market.

The next wave of innovation will come from those who can streamline the chaos and create ecosystems that unify liquidity, attention, and value.

Original Article Link

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Is XRP a Good Investment in 2026? Why Is It Stuck at $1.45

XRP is up 6.7% this week, but exchange reserves remain high. Is a volatility spike imminent? We analyze price trend, ETF inflows, whale activity, and regulatory catalysts to answer: will XRP go up, why is XRP dropping, and is XRP a good investment right now?

TL; DR

What is XRP: XRP is a digital asset built for fast, low-cost international payments. It runs on the XRP Ledger and is used by Ripple for its On-Demand Liquidity (ODL) service. Unlike Bitcoin, XRP settles transactions in 3-5 seconds with near-zero fees.Why is XRP Dropping: XRP is not actively dropping, but it is struggling to rise. On the monthly chart, XRP has seen six consecutive months of decline. Currently, the price faces an additional supply wall at $1.45. About 1.24 billion XRP were bought in that range, and those holders sell when the price approaches, creating selling pressure that prevents a recovery.Will XRP Go Up: Potentially yes. XRP is trading near $1.43 and showing its best weekly performance since September 2025. If the price breaks above the $1.45 resistance, analysts expect a move toward $1.90, supported by strong institutional demand.Is XRP a Good Investment: The answer is not simple. Short-term traders may see opportunity in the coming volatility spike. Long-term investors face a bigger question that depends on one key regulatory event. However, the data reveals a surprising signal that most retail buyers are missing right now. To understand whether XRP is a smart buy or a trap at $1.43, you will need to read the full analysis below.What is XRP? A Digital Asset for Global Settlement

Before analyzing the charts, it is crucial to understand the asset in question. What is XRP? Unlike Bitcoin, which was designed as a decentralized digital gold, XRP operates on the XRP Ledger (XRPL). It was created to facilitate fast, low-cost international payments. Traditional bank transfers take days and incur high fees. XRP transactions settle in 3-5 seconds, costing fractions of a penny.

Ripple, the company associated with XRP, uses this asset for its "On-Demand Liquidity" (ODL) service. Banks and financial institutions use ODL to source liquidity during cross-border transactions without pre-funding accounts. This utility is the primary driver for institutional interest. Recently, the network hit a milestone of over 8 million active wallets, signaling growing usage despite recent price stagnation . Furthermore, Ripple is proactively preparing for the future, releasing a four-stage roadmap to make the XRPL "quantum-resistant," aiming to secure the ledger against future quantum computing threats by 2028 .

XRP Price Analysis: The Battle for $1.45

The XRP price trend over the last month tells a story of exhaustion followed by cautious recovery. On the monthly chart, XRP experienced six consecutive months of decline. However, April shows signs of a bottoming process. Weekly charts reinforce this view: after four weeks of lower closes, the last two weeks have seen small rebounds.

According to data from April 22, 2026, XRP is trading at approximately $1.44. Over the last seven days, XRP has outperformed both Bitcoin and Ethereum, rising 6.7% while the broader market rose only 3.2%. Spot trading volume surged 23% to $3.79 billion, and derivative markets saw $40 billion in futures volume on a single day.

Despite this, the price remains 60% below its July 2025 high of $3.65. The current technical picture shows a "low volatility grind" higher. The 20-day EMA is at $1.3924, and the 50-day EMA is at $1.4119, both acting as support . However, the immediate hurdle is the $1.45 resistance level. This price point has rejected every rally attempt in 2026.

Why is XRP Dropping? And Will XRP Go Up?

The primary reason for the recent "drop" (or lack of upward momentum) is not active selling, but rather the "supply wall." Data indicates that roughly 1.24 billion XRP tokens were purchased by investors in the $1.45 to $1.47 range. These investors have been waiting months to "break even." Every time the price approaches $1.45, these holders sell to exit their positions, creating a massive wall that retail buying cannot easily absorb.

However, the underlying momentum is shifting. Analysts suggest a xrp volatility spike imminent because the absorption capacity of buyers is increasing. Historically, when exchange reserves are high but the price refuses to drop significantly, it signals that buyers are absorbing the supply. The price has held above $1.39 despite the overhang, which is a sign of relative strength.

So, will XRP go up? Yes, potentially. But it needs a catalyst, if the price closes a daily candle above $1.45. If that happens, the next targets are $1.60 to $1.65, and eventually $1.90 .

XRP Exchange Netflow and XRP ETF Netflow: A Tale of Two Markets

The current market dynamic is best understood by looking at two opposing data streams: XRP Exchange netflow and XRP ETF flows.

Exchange Dynamics (Retail / Whales):

Data shows a complex pattern of "large inflows and increasing reserves." Recently, a Ripple-associated wallet moved 75 million XRP (approx. $108 million) to Coinbase. This initially looks like a dump, but context matters. These transfers are likely to provide liquidity for Ripple’s ODL business, not necessarily spot market selling. However, the result is that exchange reserves have climbed to 2.76 billion XRP .

The Good News: While reserves are high, the rate of increase is slowing. Specifically, "whale" transfers to exchanges have dropped 98% from their April 11 peak. The Binance reserve has slightly decreased from 27.7 to 27.6 billion. The aggressive selling from large holders appears to have stopped.

Institutional Dynamics (ETF):

While whales were sending coins to exchanges, institutions were buying XRP ETF products. XRP ETF net flow is strongly positive.

US-listed XRP ETFs recorded four consecutive days of inflows totaling $38.86 million recently .The weekly inflow for mid-April hit $119.6 million, a multi-month high .Cumulative net inflows stand at $12.8 billion, with Assets Under Management (AUM) at roughly $10.8 billion.Analyzing the Divergence: Why Both Flows Are Positive

It seems contradictory that exchange reserves are high (suggesting selling) while ETFs are buying (suggesting buying). However, this phenomenon reveals the current market structure.

Different Investor Profiles: The exchange inflows likely come from short-term traders, market makers, or Ripple itself providing ODL liquidity. These are "hot" coins ready to be sold. The ETF inflows represent "sticky" capital. Institutions buying ETFs are typically long-term holders (LTHs) or asset managers who do not day-trade. They are removing liquidity from the spot market by buying through custodians.The "De-risking" Trade: Sophisticated funds might be engaging in basis trading. They buy the ETF (taking a long position) while simultaneously shorting XRP futures or selling spot inventory to capture the funding rate. This keeps the price stable while volume increases.Absorption: The most likely scenario is that the market is simply absorbing the excess supply. The fact that the price is stable ($1.43) and not collapsing to $1.20 despite 2.76 billion coins sitting on exchanges is a massive win for the bulls. The ETF inflows are acting as a sponge, soaking up the selling pressure from the ODL wallets.The Regulatory Catalyst: The SEC and the CLARITY Act

Fundamentally, the recent price action cannot be separated from regulation. For years, the primary answer was the SEC lawsuit. That narrative is dying.

Ripple CEO Brad Garlinghouse recently praised SEC Chair Paul Atkins as "a breath of fresh air and sanity" . This regulatory thaw is critical. The SEC is reportedly considering dropping the long-standing lawsuit, and five XRP ETF applications are awaiting review.

The major catalyst on the horizon is the CLARITY Act. A Senate markup is expected before the end of April. Standard Chartered analysts project that if the bill advances, it could unlock $4 to $8 billion in institutional flows . Polymarket gives the bill a 60-66% chance of passing in 2026. If the CLARITY Act classifies XRP as a non-security (commodity), the institutional floodgates will open, likely overwhelming the $1.45 supply wall instantly.

Is XRP a Good Investment in 2026?

Given all this data, is XRP a good investment? The answer depends entirely on your risk tolerance and time horizon.

The Bull Case (Why it is a good investment): The risk/reward ratio is asymmetrical to the upside. The price is near multi-year lows relative to its utility. Whale selling has stopped, ETF demand is rising, and the network is expanding (8 million wallets, quantum resistance roadmap). If the CLARITY Act passes, XRP could realistically trade between $1.60 and $1.80 in the short term, with a potential run to $3.00+ if the lawsuit is officially dropped.The Risk Case (Why it is NOT a good investment): There is a clear resistance wall at $1.45. If the CLARITY Act fails or is delayed past May (due to midterm election dynamics), the "buy the rumor, sell the news" dynamic could reverse. If the price fails to break $1.45 and loses support at $1.33, a drop back to $1.15 is technically possible .

Verdict: XRP is a speculative buy for traders looking for a volatility spike. It is a hold for current investors. For new investors, it is only a good investment if you believe in regulatory clarity within the next 30 days. Technically, waiting for a confirmed break above $1.55 (to avoid the fakeout) is safer than buying at $1.43.

FAQ

Q: Will XRP go up if the CLARITY Act passes?

A: Yes, historically. Analysts predict that if the CLARITY Act passes, signaling that XRP is a commodity, it would remove the regulatory overhang. This could trigger a surge in institutional buying, pushing the price from the current $1.43 range to test the $1.80 - $2.00 resistance levels quickly.

Q: Why is XRP dropping when Bitcoin is going up?

A: XRP has specific supply dynamics. Unlike Bitcoin, which has a fixed supply issuance, XRP faces periodic sell-pressure from Ripple's treasury wallets used to fund ODL (liquidity) services. Additionally, the $1.45 "break-even" wall causes XRP to drop relative to BTC when short-term traders exit.

Q: Is a volatility spike imminent for XRP?

A: Yes. The Bollinger Bands on the daily chart are squeezing. The price is stuck between support at $1.33 and resistance at $1.45. Historically, when XRP volume surges 23% in a week (as it did on April 21), it precedes a violent move. The direction depends on whether the $1.45 resistance breaks.

Q: What is the XRP ETF netflow status?

A: As of late April 2026, XRP ETFs are seeing positive netflows. The US ETFs recorded a single week inflow of $119.6 million in mid-April. Cumulative inflows are strong at $12.8 billion, indicating that institutions are accumulating during this dip, which is a long-term bullish signal for price stabilization.

Q: Is XRP a good investment for beginners?

A: XRP is less volatile than "meme coins" but more volatile than Bitcoin. For beginners, it is a moderate-risk investment. Its value is tied to real utility (bank payments). However, beginners should wait to see if the price can close a weekly candle above $1.55 before entering, to avoid buying into the current resistance wall.

Disclaimer: None of the information in this article constitutes, or is intended to constitute, investment advice. Trading cryptocurrencies carries a high level of risk and may not be suitable for all investors. Always do your own research.

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