How to Capture a Hundredfold Opportunity for New Narrative in this AI Agent Loop?
Original Article Title: How to Position Yourself in This Agentic Cycle
Original Article Author: Defi0xJeff, Crypto Kol
Original Article Translation: zhouzhou, BlockBeats
Editor's Note: The article introduces the 25-year investment opportunity in AI agents, including investing in DAOs (daosdotworld, Vader AI), on-chain trading (Gekko Agent, BigTonyXBT), privacy and confidentiality (significant potential of TEE agents), developer tools (soleng agent, etc.). In addition, the article predicts future trends such as DeFi agents, NSFW agents, collective intelligence, etc., emphasizing early positioning and flexible adaptation to the practical value behind the narrative, with the potential to achieve a hundredfold return.
The following is the original content (slightly restructured for better readability):
In October, Virtuals introduced the concept of AI agent tokenization. It was a bold attempt, but to be honest, most people didn't care at the time as it was still too early. And now? Many of Virtuals' agent tokens have already delivered 50x, 100x returns, and suddenly everyone is paying attention.
The question is... are you seeing those 50x to 100x returns now? If you want to achieve similar outsized returns, you have to get in early. You need a strong thesis and patience to start positioning before others discover it.
If you're getting in now, you might only expect 5x to 10x returns — still good, but nowhere near the 50x to 100x returns early participants enjoyed. Hindsight is always 20/20, right? It's not yet too late, but you need a strategy. Opportunities that were considered "alpha" two months ago are no longer alpha. Virtuals' ecosystem is already very crowded, and the low-hanging fruit has long been picked.
What should we do now?
First, don't limit yourself to a single ecosystem. The comparison between Base and Solana, Virtuals and ai16z, is not important — both ecosystems have opportunities. The key is not to "champion one side" and attack the other but to be prepared for good opportunities anywhere. Look at me, I'm everywhere — talking about agents in Base, Solana, and anywhere else. Yes, I lean towards Virtuals (I often post for them), but I keep an open mind. The key is to stay flexible, seek value, and avoid tribalism.
What Should You Look for When Choosing an Agent?
Essentially, the key to a successful agent lies in its uniqueness and utility. Without utility, an agent token is like 95% of meme coins—a quick hype cycle followed by irrelevance. An agent must have a unique product and provide real value.
If a team understands the "attention game," even better, as they can create compelling stories or legends around the agent, rapidly and continuously roll out features, and actively cater to the community's needs and requests.
When these elements align, the agent may find Product-Market Fit (PMF). Teams that continue to execute and innovate after finding PMF—such as the aixbt agent—can lead in their own niche and become pillars in the ecosystem.
Here are CT's Current Most Valued Narratives and Utilities:
There is a high demand for agents that provide and deliver Alpha-generating trade signals and insights. For example: aixbt agent: The Gold Standard for Alpha-focused agents. Other notable alpha agents:

Investment DAOs
An investment DAO operated by human or AI agents in a hedge fund style, utilizing their treasury funds for investments.
Examples:
daosdotworld ecosystem on Base
Vader AI, wai combinator, sekoia virtuals, and aixCB Vc on Virtuals
daosdotfun ecosystem on Solana
Investment DAOs are powerful because they provide:
Endorsement of high-quality agents.
Channels for distributing portfolio projects.
Early and discounted over-the-counter (OTC) rounds, which often yield excess returns.
Want to Learn More About Investment DAOs:

On-Chain Transaction
On-chain transactions are a narrative deeply resonant with the CT community as we love to see someone turn $1,000 into $1 million. It's not just about the money; it's about the thrill of seeing someone strive and succeed. The first version of transaction agents will harness this energy. They will focus on portfolio growth, showcasing their frameworks and strategies in real time. It's an early narrative but is already taking shape among some exciting players.
Example:
Gekko Agent: A self-improving trading agent on Virtuals leveraging the infrastructure of getaxal to deliver results.
BigTonyXBT: Built on Cod3x, focusing on autonomous execution of major trades.
ProjectPlutus: With a commendable meme-style codename $PPCOIN, this agent combines real-time analytics and automated DCA execution.
I anticipate that on-chain transaction agents will become a focal point of attention in Q1/Q2 2025.
Developer-Focused Tools
As the ecosystem grows, the need for developer tools becomes paramount.
Example:
soleng agent: Monitors pull requests, conducts initial reviews, and serves as an AI judge for hackathons.
h4ck terminal: A white-hat agent providing services for bounties and vulnerability checks.
CertaiK Agent: Focuses on security audits for agents.
More on AI Hackathons:

Trust Execution Environment (TEE)
The Trust Execution Environment (TEE) pioneered on Solana by Marvin Tong and PhalaNetwork makes fully autonomous agents possible.
Example:
“Uncuttable ICO” agent aipool tee
sporedotfun: TEE agent with genetic features passed down to offspring.
Neural Network Experiment, such as deepwormxyz.
Currently, there is no TEE agent on Virtuals yet, and the first TEE agent is sure to soar in value.
Gameplay Beyond the Narrative
By predicting future narratives and laying them out before others, you will be able to achieve returns of over 100x. This strategy is why I entered Virtuals with a market cap of less than 30 million USD initially.
2025 Emerging Narratives:
DeFi Agent
NSFW Agent
Robotics
Data
Agent Gamification
Collective/Group Intelligence
Infrastructure
I have outlined projects and gameplay within these narratives in my articles, posts, and tweets. If you have been paying attention, you may have already seen some of these projects achieve returns of 5x to 20x, providing you with an opportunity to accumulate generational wealth. Or you can relax on your holiday and watch the opportunities disappear. The choice is yours. I recommend starting with the following articles, which provide a comprehensive review of the AI agent space:
2024 AI Agents: Retrospective and Future Outlook (Part 2/2)
You may also like

Japan’s Three Megabanks Plan Joint Stablecoin Issuance in Fiscal 2026
MUFG, SMBC, and Mizuho reportedly plan to jointly issue fiat-pegged stablecoins in fiscal 2026, signaling Japan’s growing push into bank-led digital payment infrastructure.

Humanity Discloses H Token Dual-Chain Attack Details, With Losses on Ethereum and BSC Exceeding $36 Million
Humanity said the H token attack across Ethereum and BSC caused more than $36 million in losses after leaked ProxyAdmin keys enabled malicious contract upgrades and token minting.

White House Discusses CLARITY Act With Law Enforcement Ahead of Senate Vote
The White House discussed the CLARITY Act with law enforcement ahead of a Senate vote, focusing on illicit finance risks and developer protections.

$75 billion in foreign capital has fled, and South Korean retail investors have absorbed it all using leverage

Bitcoin Trading Guide 2026: Strategies for Experienced Traders

What Is XAUT and PAXG? Why Tokenized Gold Is Booming in 2026

Cryptocurrency CEXs are flocking to sell US stocks, and traditional brokerages are facing an "uninvited guest."

Will the SpaceX IPO Hurt Bitcoin? Here's What Traders Are Watching

Foreign selling in the South Korean stock market accelerates, with cumulative net sales reportedly reaching $75 billion this year
On June 9, The Kobeissi Letter, citing Goldman Sachs data, reported that global investors are selling South Korean stocks at an unusually rapid pace. In the latest trading session, foreign investors sold about $801 million worth of Kospi constituent stocks again; total foreign outflows last week reached about $10 billion, and the market has been in net foreign selling on nearly every trading day over the past month. According to the data cited in the report, foreign investors have sold about $75 billion worth of South Korean stocks so far this year. Meanwhile, South Korean retail and institutional investors together recorded roughly $69 billion in net buying over the same period, suggesting that the market’s main buying support has come from domestic capital rather than returning overseas funds. The information currently disclosed still mainly comes from The Kobeissi Letter’s retelling and Goldman Sachs data summaries, while public details on the statistical period and the specific definition of “selling” remain relatively limited.

Fortune Warns of Strategy’s Financing Structure Risks as Bitcoin Premium Narrows
Fortune warned that Strategy’s Bitcoin treasury model faces growing financing risks as MSTR’s net asset premium narrows and preferred stock dividend pressure increases.

Ferrari Challenge Le Mans: Carl Moon to Dominate in WEEX Livery

Sahara AI Responds to SAHARA’s Sharp Drop: No Contract or Product Security Issues Found, Internal Investigation Underway
Sahara AI responded to SAHARA’s 60% price drop, saying no token contract or product security issues have been found and an internal investigation is underway.

WEEX Deposit/Withdrawal Dynamic Island: Your Asset Status, Always in Sight

Scaling Crypto Derivatives: The Digital Asset Infrastructure Behind High-Volume Trading
In the fast-moving digital asset ecosystem, derivatives platforms face an extreme architectural test. High-leverage futures markets demand more than just standard security—they require absolute operational precision, zero-latency matching engines, and ironclad structural scalability, all while navigating intense market volatility.
As global platforms scale to meet these demands, the industry is shifting away from rigid, monolithic setups toward a more agile, "decoupled" infrastructure philosophy.
The Blueprint for High-Volume Copy TradingFor elite global exchanges like WEEX (founded in 2018), this architectural choice becomes critical when scaling high-volume retail features like social copy trading. When thousands of users automatically mirror the real-time strategies of elite traders simultaneously, it triggers sudden, monumental spikes in concurrent transactional volume.
To prevent execution latency or settlement bottlenecks during these peak volatility events, a platform's primary engine must remain entirely dedicated to risk management, copy-trade synchronization, and order matching.
The Architectural Rule: New-generation platforms must separate front-end user execution engines from heavy backend infrastructural overhead to eliminate operational friction.
By separating these layers, platforms can maintain complete sovereignty over their trading environments and user experiences while strategically aligning with institutional-grade infrastructure ecosystems. This strategic framework allows modern exchanges to leverage advanced Digital Asset Custody infrastructure such as Cobo’s behind the scenes, ensuring that backend wallet management scales elastically alongside trading spikes.
Capitalizing on Market Momentum and 400× LeverageIn a derivatives arena where platforms offer up to 400× leverage on perpetual contracts, capital efficiency and market agility are core business metrics. To capture market momentum, an exchange needs the ability to rapidly expand its asset offerings, supporting everything from legacy crypto assets to sudden, trending altcoins across a massive library of trading pairs.
Adopting a flexible, scalable Wallet-as-a-Service (WaaS) solution such as Cobo’s could completely rewrite the development timeline for high-growth exchanges. Instead of spending months of engineering capital building out custom backend wallet architectures for every new blockchain network, platforms can deploy localized infrastructure in days.
This agility allows platforms to instantly scale their listings to over a thousand trading pairs without compromising security or delaying time-to-market. It mirrors the exact operational advantages seen during high-velocity market events, similar to how advanced wallet infrastructure empowers platforms during sudden asset surges; allowing exchanges to pass that speed and liquidity directly to their global user base.
A Mature Foundation for GrowthThe synergy between trusted infrastructure ecosystems and global trading platforms represents the natural evolution of a maturing crypto market. As WEEX continues to scale its global spot and derivatives offerings for over 6 million users, adopting robust backend paradigms proves that platforms no longer have to compromise between cutting-edge trading velocity and uncompromised structural security.

Morning Report | BitMine increased its holdings by 126,971 ETH last week; trader Eugene announced his exit from the crypto market

Wang Chuan: How can one not feel anxious after the neighbor Old Wang made thirty times profit by investing in storage stocks? (Seven) - A quarter-century cycle

Get Paid to Onboard? Try WEEX’s New Homepage with Rewards for Registration, Deposit & Trade

WEEX Custom Layout: Build Your Perfect Trading Workspace in Seconds
Japan’s Three Megabanks Plan Joint Stablecoin Issuance in Fiscal 2026
MUFG, SMBC, and Mizuho reportedly plan to jointly issue fiat-pegged stablecoins in fiscal 2026, signaling Japan’s growing push into bank-led digital payment infrastructure.
Humanity Discloses H Token Dual-Chain Attack Details, With Losses on Ethereum and BSC Exceeding $36 Million
Humanity said the H token attack across Ethereum and BSC caused more than $36 million in losses after leaked ProxyAdmin keys enabled malicious contract upgrades and token minting.
White House Discusses CLARITY Act With Law Enforcement Ahead of Senate Vote
The White House discussed the CLARITY Act with law enforcement ahead of a Senate vote, focusing on illicit finance risks and developer protections.


