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@entropybender
ok key realization after the virtuals coins randomly doing 3x tonight virtuals is like blur/opensea the ai agent coins are not supposed to be ai. they are token mascots. they are the new nfts. instead of picking from one collection based on traits, you buy shares in the collection itself. the finetune = the art they don't have to be good or useful. they just need to hit
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@entropybender
@six wdyt zerebro, fartcoin are basically live nfts aixbt and the trading ones less so..not sure how to classify
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@six
They’re advanced meme assets, it’s not necessarily about the tech itself but how good the tech is at generating attention I think fartcoin is a bit more of a “pure” meme (in the nft parallel would be like punks or art collections) and zerebro, aixbt etc are more around execution (something like bayc) zerebro path to attention is creative stuff, aixbt is asset commentary, the trading ones are trading. but all still lead back to attention
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@six
and then ai16z, virtual, are like picks and shovels plays as you describe
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@entropybender
why do you think the hype ai projects from a year ago haven't seen any of this hype? akash, bittensor, olas, morpheus, fetch, etc maybe bc they are picks and shovels for ai, not for living memes?
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@six
Idk much about the other ones but TAO ran crazy right? IMO these are better at cultivating attention and they fit better into the current crypto meta (literal pumpfun memecoins, fair entry, more CT-native) Also more accessible to normies, like it’s very novel that AIs are just out here tweeting, as opposed to esoteric protocols that are hard to grok. eg zerebro has gotten mentioned by popcrave, truth terminal had the pmarca connection, etc. a lot of the tech coins category are closer to VC alts that retail hates
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