DeFAI investment opportunities under the Trump effect: A brief analysis of 25 potential projects

Original text: Cookies

Compiled by Yuliya, PANews

DeFAI is a concept created by @danielesesta (founder of @HeyAnonai and creator of Wonderland$TIME, DeFi Summer 2021). Essentially, DeFAI combines DeFi and AI to simplify the complexity of DeFi operations and make it more user-friendly through artificial intelligence.

The recent market correction has provided investors with a possible entry opportunity.

has been listed on CoinGecko

1.$AIXBT-aixbt-Market Analysis AI Agent

An AI-based market analysis agent system, focusing on generating executable Alpha strategies and conducting market narrative identification. Ranked first in the Kaito AI encrypted Twitter influence list, with a market share of 31.11% in the AI agent market, leading the way. It has the following functions:

• In-depth fundamental analysis: providing multi-dimensional insights into project DAU indicators, revenue data, product iteration roadmap, etc.
• Social interaction mechanism: support Twitter platform users to mark interactions (response not guaranteed)
• Professional Terminal Service: Holding 600,000 $AIXBT can obtain terminal privileges to ensure query response
• Technological innovation capability: It has the token issuance function (successfully issued $CHAOS through Simulacrum AI), and supports NFT identity display (integrating the Quantum Cats series of the Taproot Wizards ecosystem).

Token Economy Model

• Function rights: Authorize access to aixbt professional terminal to obtain exclusive market analysis
• Governance rights: Participate in project decision-making governance

Similar Projects

• 3σ: Comprehensive Market Analysis Service
• ASYM: Focus on token binding mechanism research
• Acolyt: Fine market analysis
• Bloomsperg Terminal: Multi-dimensional analysis (technical, fundamental, market sentiment)
• kwantxbt: Professional technical analysis

2. $GRIFFAIN-griffain-Abstract Platform

Intent-based smart terminals, dedicated to simplifying the complexity of on-chain transactions and providing an intuitive operational experience. It has received strategic investment support from Solana Labs and has sparked widespread attention in the Twitter community. The project provides the following features:

• Personalized Agent System: Users can create customized agents independently, support specific instruction configuration, authorize wallet access permissions, and execute on-chain operations. Application example: Automatically execute instructions like “exchange 100 USDC for SOL”.
• Professional proxy service: developed and deployed by the official Griffain development team, designed for specific functions (such as token sale strategy execution)

Token Economic Model

• The current transaction fee is mainly settled in $SOL.
• The specific application scenarios of $GRIFFAIN tokens are to be clarified
• Strategic Advantage

The main competitors include:

• HeyElsa
• Hiero Terminal
• StrawberryAI
• Project Plutus
• blormmy
• Hyperfly (based on the Hyperliquid platform)

3.$PAAL-PAAL AI-代理即服务(AaaS)

An intelligent agent platform for multiple usage scenarios. It provides a range of robots:

• Paal Bot: Used to answer questions
• Enterprise Agent: Used for automating enterprise processes
• Autonomous Trading Agent: Used for trade execution

Token Functions

• Revenue sharing: Holders of $PAAL can share platform revenue
• Advanced Features: Unlock advanced privileges on the platform

Similar platform

• GT Protocol

4.$ANON-Hey Anon-Abstract Platform

DeFi abstraction layer that executes DeFi operations through conversational language (via Telegram bot) and combines AI-driven market insights. The launch of Hey Anon has sparked a huge craze, pioneering a new category called DeFAI. It offers the following features:

• Multiple DeFi operations: such as exchange, lending, cross-chain bridging, etc.
• Gemma: Research agent that obtains investment information and trends from platforms such as Twitter and Telegram.
• AUTOMATE: A framework based on TypeScript, supporting integration with DeFi protocols and Hey Anon, providing users with an abstracted experience.
• Multi-chain support: currently supports Arbitrum, Base, and will support Solana in the future, helping to build cross-chain DeFi abstraction.

Token Function

• Access permission: Used to unlock AI proxy service.
• Reward Distribution: Distribute tokens through funding programs.
• Governance function: Token holders can participate in protocol development decisions.

5.$GRIFT-Orbit-加密AI平台

A platform for easy DeFi interaction and investment information acquisition. Developed by SphereOne, Orbit is supported by Alliance. It is currently one of the most complete terminals, providing the following functions:

• Seamless DeFi execution: such as yield farming.
• Investment information acquisition: Obtain investment opportunities by tracking Twitter accounts.
• Task scheduling: for example, automatically converting to SOL when specific conditions are met.

Token Functionality

• Advanced Function Permissions: Exclusive access to platform advanced functions.
• Profit Sharing: Token holders can share platform profits.

6.$SPEC-Spectral Trading Agent

Perpetual contract trading agent. There are a large number of repetitive agents on the platform, which appears to be more chaotic. There is a lot of friction in the agent interaction, and users need to purchase agent tokens first (preferably the mechanism of Orbit). Provide the following functions:

• Users can create proxies (similar to pump.fun) and grant them wallet permissions to conduct perpetual contract trading.
• Agents have an interactive ‘thinking brain’ to showcase their decision-making process.
• By purchasing proxy tokens, users can interact with proxies and influence their decisions.

Token Functions

• Users need to hold $SPEC to create a proxy.
• Participate in governance and influence agent behavior.

7.$MODE-Mode-Abstract Platform

Mode is an AI-driven Layer2 solution with 1,684 agents, completing 4,066 transactions, and managing funds of up to $304,000.

• Mode AI Terminal: Perform DeFi operations through natural language.
• AI Agent App Store: Access agents with various on-chain capabilities.
• Data Layer: Analyze market data and train agents to perform well in volatile markets.
• Provide a sneak peek of new features and advanced functionality.

8.$DRV-Derive-Trading Platform

This is a full-stack AI-driven trading platform that offers Derive Pro, which can be added to the waiting list. It provides the following features:

• Research function: Access Messari’s news, trends, and market data through prompts.
• Execution function: Convert market views (such as bullish/bearish) into one-click executable trades.
• Portfolio management: Customize the interface through prompts.
• The token function is not clearly defined, but it may be used for payment reminders and execution fees.

Proxy-like

• Loomlay

9.$BUZZ-The Hive-Launchpad

Based on the community-based architecture, the on-chain execution platform has the fastest execution speed among all the terminals that have been tried. The platform has provided a wide range of practical functions. Hive AI won first place in the Solana AI hackathon. Provides: (

• On-chain DeFi execution: complete operations such as exchange, liquidity provision (LP), staking, etc. within the terminal through natural language prompts.
• Portfolio agent: Help users identify income opportunities for idle assets.
• Currently there is no detailed information about the usage of $BUZZ.

![DeFAI Investment Opportunities Under the Trump Effect: An Analysis of 25 Potential Projects])https://img.gateio.im/social/moments-ae83d6e4e4922db4ffa00ed3e8003693###

10.$EMP-Empyreal-Launchpad

This is a platform that allows launching agents and executing on-chain operations through social media, Kudai is deployed by Simulacrum AI, which is supported by Empyreal. Offering:

• Social Media Execution: Only need to post comments on social media platforms (such as Twitter, Farcaster, Reddit, etc.) to execute on-chain operations.
• Validator Network: Verify the authenticity of the message before execution.
• $EMP pledgers can enjoy profit sharing.

Remarks

• It would be better if private command options (such as private chat box) could be provided.
• If a sidebar extension can be provided when browsing social media to prompt users for input, it will be more convenient.

Similar agent

• Bankr

11.$ALPHA-AlphaArc-Launchpad

AlphaArc is an on-chain data-driven analysis agency platform, similar to aixbt, but more focused on on-chain analysis. Provides: ###

• Alpha Studio: Supports building proxies that can analyze complex databases and generate executable insights based on them.
• AI Agents Hub: Access the list of agents created by other users.

12.$OLAS-Autonolas-Launchpad

As one of the earliest introduced proxy frameworks, Autonolas offers:

• Complete agent construction framework
• Users can use the provided framework to build their own proxy
• $OLAS tokens need to be staked when creating AI agents

Proxy-like

• LayerAI

13.$GATSBY-Gatsby-DeFAI Infrastructure

This is a proxy platform that focuses on on-chain data analysis, which seems to be more suitable for professional/experienced traders. The trading execution conditions can become more flexible and innovative (based on real-time blockchain data). It has:

• Query Function: Provide data-driven answers
• Explore Function: Check Wallet Transaction Records
• Execution function: Backtest trading strategy

14.$SNAI-SwarmNode.ai-Launchpad

Swarmnode is a serverless AI agent deployment platform that enables the creation of agent clusters focused on specific verticals and discovers arbitrage opportunities through coordinated information sharing. It provides the following features:

• Serverless Deployment: Support cloud-based proxy deployment, no server management required
• Pay-as-you-go: support timed operation of proxy, only charge for active time, improve cost efficiency
• SwarmNode System: Coordinating the collaboration between multiple agents

15.$NEUR-neur-Abstract Platform

Neur is an intelligent assistant tool in the Solana ecosystem, providing comprehensive and detailed answers, quick response, and the following functions:

• Intelligent Agent System: Obtain Web3 native insights through natural language prompts
• Seamless on-chain execution: support for token exchange, token issuance, NFT trading, etc.
• Token uses include: open source development contributions, community-driven initiatives, developer grants and rewards, technical infrastructure improvements

16.$STRDY-Sturdy-DeFi optimization platform

This is a platform focused on AI-optimized lending returns:

• Use AI to identify numerous lending market opportunities for profit
• Token is used as a governance token

Coingecko not online/Unreleased

17.$PROMPT-Wayfinder Foundation-Abstract Platform

Wayfinder Foundation is committed to simplifying DeFi interaction:

• Creators can create ‘shells’ on Wayfinder, which contain instructions to perform specific DeFi operations, such as exchanging 100 USDC for SOL and depositing it into the sanctum.
• Users can simply click to execute without manually completing complex steps
• $PROMPT tokens (not yet online) will be used for:
  • Staking to create ‘shells’

• Pay the fee to access “shells”

18.$MOZ-Mozaic-DeFi Optimization Platform

As one of the earliest AI-driven yield protocols:

• Cross-chain profit and liquidity strategies focused on AI optimization
• Mozaic can identify the best returns and regularly rebalance positions
• Tokens are primarily used for governance functionality.

19.$MONK-Monk-交易代理

The research and trading assistant created by the Fere AI team provides the following functions:

• Based on multi-agent intelligence (FerePro, MarketPulseAgent, InvestmentAgent)
• 24/7 market analysis and trading
• Can provide data-driven market insights based on prompts

20.$MOBY- Moby AI-Market Analysis Agent

This is an AI-assisted tool supported by AssetDash, Whale Watch, and griffain:

• Pay special attention to assets with significant whale activity.
• Provide targeted market insights

Similar Projects

• Gekko AI

21.$T3AI-t3-DeFi Optimization

AI Agent Focused on Lending:

• Provide low-collateral lending services
• Automated Risk Management System

22.$CATG-Boltrade-交易代理

This is a data-driven trading agent:

• Trade based on available insights on BoltradeDEX
• Provide a comprehensive indicator analysis system

( 23.ConsoleKit-Brahma-DeFAI Infrastructure

Wallet access control focused on AI agents:

• Set the on-chain operation boundaries that AI agents can execute
• Protect users from malicious proxy actions or proxy illusions
• Provide key security infrastructure

) 24.Slate-Abstract Platform

Intent-based DeFi execution platform:

• Support cross-chain DeFi execution
• Detailed Display of DeFi Execution Path
• Clear interface, intuitive operation

![Opportunities for DeFAI investment under the Trump Effect: A Brief Analysis of 25 Potential Projects]###https://img.gateio.im/social/moments-8b32129ef82697444b496e5428607a84###

25.vainguard-DeFAI Infrastructure

Self-trading agency platform:

• First focus on providing autonomous trading services to humanity
• Future plans to provide fund management services for agents
• Committed to becoming a fund manager for agents

Summary

After a thorough analysis of 25 DeFAI protocols, the following key observations can be made:

• As a new emerging field, most DeFAI projects are still in the testing phase.
• The actual performance of the transaction agent still needs to be tested over time.
• The automated DeFi execution mechanism is a major highlight, which successfully simplifies the complex operation process and enhances user experience.
• It is relatively difficult to establish competitive barriers in the DeFAI field at present, because many projects have similar functions and positioning.
• It is worth noting that the token value acquisition mechanism of most projects is not prominent, and some even completely lack practicality.
• In addition, some terminals show longer delays in response to queries, which may be due to performance limitations of the underlying chain or inadequate proxy optimization.

For developers working in the field of AI and cryptography, Monad offers an attractive choice. The project is innovating the consensus mechanism and execution layer from the ground up, aiming to build a high-performance blockchain network with an expected processing capacity of 10,000 TPS. This provides an ideal infrastructure platform for developers dedicated to building the next generation of DeFAI applications, and is expected to help projects break through performance bottlenecks and achieve larger-scale applications.