With the integration of DeFi and AI, DeFAI, as an emerging field, is attracting the attention of investors. This article will analyze 25 potential projects in depth and explore market opportunities and future development trends. This article is sourced from an article written by Cookies and compiled and translated by PANews.
Summary: Will DeFAI become a crypto super app that attracts billions of users?
Background: Will DeFAI Summer explode in 2025?
DeFAI is a concept pioneered by @danielesesta (founder of @HeyAnonai and creator of the 2021 DeFi Summer Wonderland$TIME). Essentially, DeFAI combines DeFi and AI, aiming to simplify the complexity of DeFi operations through artificial intelligence to make it more accessible to ordinary users.
The recent market adjustment has provided investors with a possible entry opportunity.
Listed on CoinGecko
1. $AIXBT-aixbt – AI-based market analysis agent
An AI-based market analysis agent system that focuses on generating executable Alpha strategies and conducting market narrative identification. Ranked first in the Kaito AI Crypto Twitter Influence Ranking, with a market share of 31.11% in the AI agent market, leading the industry. It has the following functions:
Deep fundamental analysis: Provides multi-dimensional insights such as DAU indicators, revenue data, and product iteration roadmap for projects.
Social interaction mechanism: Supports user tagging interaction on the Twitter platform (response not guaranteed).
Professional terminal service: Holders of 600,000 $AIXBT can access terminal privileges to ensure query response.
Technological innovation capability: Token issuance function (successfully issued $CHAOS through Simulacrum AI), supports NFT identity display (integrates with the Quantum Cats series of Taproot Wizards ecology).
Token economic model:
Functional rights: Authorized access to aixbt professional terminal for exclusive market analysis.
Governance rights: Participate in project decision-making governance.
Similar projects:
3σ: Comprehensive market analysis service.
ASYM: Focuses on token binding mechanism research.
Acolyt: Fine-grained market analysis.
Bloomsperg Terminal: Multi-dimensional analysis (technical, fundamental, market sentiment).
kwantxbt: Professional technical analysis.
2. $GRIFFAIN-griffain – Abstract platform
An intent-based smart terminal dedicated to simplifying the complexity of on-chain transactions and providing an intuitive operating experience. It has received strategic investment support from Solana Labs and has gained widespread attention in the Twitter community. The project provides the following functions:
Personalized agent system: Users can independently create customized agents, support specific command configurations, authorize wallet access permissions, and execute on-chain operations. Application examples: automatically execute instructions such as “convert 100 USDC to SOL”.
Specialized agent services: Developed and deployed by the Griffain official team, designed for targeted functions (such as token purchase strategy execution).
Token economic model:
Current transaction fees are mainly settled in $SOL.
The specific application scenarios of $GRIFFAIN tokens are yet to be determined.
Strategic advantages:
Major competitors include:
HeyElsa
Hiero Terminal
StrawberryAI
Project Plutus
blormmy
Hyperfly (based on the Hyperliquid platform).
3. $PAAL-PAAL AI – Agent as a Service (AaaS)
An intelligent agent platform for multiple use cases. Provides a range of robots:
Paal Bot: Used for answering questions.
Enterprise Agent: Used for automating enterprise processes.
Autonomous Trading Agent: Used for executing trades.
Token functions:
Revenue sharing: $PAAL holders can share platform revenue.
Advanced functionality: Unlock advanced privileges on the platform.
Similar platforms:
GT Protocol
4. $ANON-Hey Anon – Abstract platform
A DeFi abstraction layer that executes DeFi operations through conversational language (via Telegram bots) and combines AI-driven market insights. The launch of Hey Anon has sparked a huge craze and created a new category of DeFAI. It provides the following functions:
Various DeFi operations, such as swapping, lending, cross-chain bridging, etc.
Gemma: Research agent that retrieves investment information and trends from platforms such as Twitter and Telegram.
AUTOMATE: TypeScript-based framework that supports integration of DeFi protocols with Hey Anon, providing users with an abstracted experience.
Multi-chain support: Currently supports Arbitrum and Base, and will support Solana in the future to facilitate cross-chain DeFi abstraction.
Token functions:
Access permissions: Used to unlock AI agent services.
Reward distribution: Tokens distributed through funding programs.
Governance functions: Token holders can participate in protocol development decisions.
5. $GRIFT-Orbit – Crypto AI platform
A platform for easy DeFi interactions and access to investment information. Orbit, developed by SphereOne and supported by Alliance, is one of the most comprehensive terminals currently available. It provides the following functions:
Seamless DeFi execution, such as yield farming.
Access to investment information by tracking Twitter accounts for investment opportunities.
Task scheduling, such as automatically converting to SOL when specific conditions are met.
Token functions:
Advanced functionality permissions: Exclusive access to advanced platform features.
Revenue sharing: Holders of the token can share platform revenue.
6. $SPEC-Spectral – Trading agent
A perpetual contract trading agent. There are many repetitive agents on the platform, making it appear cluttered. There is friction in agent interactions, and users need to buy agent tokens (compared to the mechanism of Orbit). It provides the following functions:
Users can create agents (similar to pump.fun) and grant wallet permissions to perform perpetual contract trading.
The agents have interactive “thinking brains” that display their decision-making processes.
By purchasing agent tokens, users can interact with the agents and influence their decisions.
Token functions:
Users need to hold $SPEC to create agents.
Participate in governance and influence agent behavior.
7. $MODE-Mode – Abstract platform
Mode is an AI-driven Layer2 solution with 1,684 agents, 4,066 transactions completed, and funds managed by agents totaling $304,000. It features:
Mode AI Terminal: Performs DeFi operations through natural language.
AI Agent App Store: Access to agents with various on-chain capabilities.
Data layer: Analyzes market data and trains agents to perform well in volatile markets.
Provides early access to new features and advanced functionality.
8. $DRV-Derive – Trading platform
This is a full-stack AI-driven trading platform. Those who want to try Derive Pro can join the waiting list. It provides the following functions:
Research capabilities: Access to news, trends, and market data from Messari through prompts.
Execution capabilities: Translates market insights (such as bullish/bearish) into one-click executable trades.
Portfolio management: Custom interface through prompts.
Token functions are not clearly explained, but they may be used for payment of prompts and execution fees.
Similar agents:
Loomlay
9. $BUZZ-The Hive-Launchpad
A community-based on-chain execution platform. Among all the terminals tried, it has the fastest execution speed.Fastest. The platform has provided a wide range of practical features. Hive AI won first place in the Solana AI Hackathon. It offers:
On-chain DeFi execution: Completing operations within the terminal through natural language prompts, such as exchange, liquidity provision (LP), and staking.
Portfolio agent: Helping users identify opportunities for idle assets.
There is currently no detailed information about the use of $BUZZ.
10. $EMP-Empyreal-Launchpad
This is a platform that allows the launching and execution of on-chain operations through social media. Kudai is deployed by Simulacrum AI, which is supported by Empyreal. It offers:
Social media execution: Executing on-chain operations simply by commenting on social media platforms such as Twitter, Farcaster, Reddit, etc.
Validator network: Verifying the authenticity of messages before execution.
$EMP stakers can enjoy revenue sharing.
Notes
It would be better if private command options (e.g., private chat box) are provided.
It would be more convenient to provide a sidebar extension while browsing social media to prompt users for input.
Similar agents
Bankr
11. $ALPHA-AlphaArc-Launchpad
AlphaArc is an on-chain data-driven analysis agent platform, similar to aixbt, but more focused on on-chain analysis. It offers:
Alpha Studio: Supporting the building of agents that can analyze complex databases and generate executable insights based on them.
AI Agents Hub: Access to a list of agents created by other users.
12. $OLAS-Autonolas-Launchpad
As one of the earliest agent frameworks, Autonolas provides:
A complete framework for building agents.
Users can use the provided framework to build their own agents.
$OLAS tokens are required when creating AI agents.
Similar agents
LayerAI
13. $GATSBY-Gatsby-DeFAI Infrastructure
This is an agent platform that focuses on on-chain data analysis and seems more suitable for professional/experienced traders, as it allows for more flexible and innovative trading execution conditions (based on real-time blockchain data). It features:
Query function: Providing data-driven answers.
Exploration function: Examining wallet transaction records.
Execution function: Backtesting trading strategies.
14. $SNAI-SwarmNode.ai-Launchpad
Swarmnode is a serverless AI agent deployment platform that allows the creation of agent groups focused on specific vertical domains and discovers arbitrage opportunities through coordinated information sharing. It offers the following features:
Serverless deployment: Supporting cloud-based agent deployment without the need for server management.
Pay-as-you-go: Supporting scheduled execution of agents, charging only for active time to improve cost efficiency.
SwarmNode system: Coordinating collaboration among multiple agents.
15. $NEUR-neur – Abstract platform
Neur is an intelligent assistant tool in the Solana ecosystem that provides comprehensive and detailed answers with fast response. It offers the following features:
Intelligent agent system: Obtaining Web3 native insights through natural language prompts.
Seamless on-chain execution: Supporting token exchange, token issuance, NFT transactions, etc.
Token uses include: Open source development contributions, community-driven initiatives, developer grants and rewards, and improvements to technical infrastructure.
16. $STRDY-Sturdy-DeFi Optimization Platform
This is a platform that focuses on AI optimization of lending and borrowing yields:
Identifying yield opportunities in various lending and borrowing markets using AI.
The token is used as a governance token.
Not listed on Coingecko/not yet released.
17. $PROMPT-Wayfinder Foundation – Abstract platform
Wayfinder Foundation aims to simplify DeFi interactions:
Creators can create “shells” on Wayfinder that contain instructions for specific DeFi operations, such as converting 100 USDC to SOL and depositing it in sanctum.
Users can execute these instructions with a simple click, without manually completing complex steps.
The $PROMPT token (not yet launched) will be used for:
Staking to create “shells”.
Paying fees to access “shells”.
18. $MOZ-Mozaic-DeFi Optimization Platform
As one of the earliest AI-driven yield protocols:
Focuses on AI-optimized cross-chain yield and liquidity strategies.
Mozaic identifies optimal yields and regularly rebalances positions.
The token is primarily used for governance.
19. $MONK-Monk – Trading Agent
Developed by the Fere AI team, it is a research and trading assistant that offers the following features:
Based on multi-agent intelligence (FerePro, MarketPulseAgent, InvestmentAgent).
24/7 market analysis and trading.
Provides 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:
Specifically focuses on assets with significant whale activity.
Provides targeted market insights.
Similar projects
Gekko AI
21. $T3AI-t3-DeFi Optimization
An AI agent focused on lending and borrowing:
Provides low-collateral borrowing services.
Automated risk management system.
22. $CATG-Boltrade – Trading Agent
A data-driven trading agent:
Trades based on insights available on BoltradeDEX.
Provides a comprehensive indicator analysis system.
23. ConsoleKit-Brahma-DeFAI Infrastructure
Focuses on wallet access control for AI agents:
Sets boundaries for on-chain operations that AI agents can perform.
Protects users from malicious agent behavior or agent illusions.
Provides essential security infrastructure.
24. Slate – Abstract platform
An intent-based DeFi execution platform:
Supports cross-chain DeFi execution.
Terminal displays detailed DeFi execution paths.
Clear interface and intuitive operations.
25. vainguard-DeFAI Infrastructure
An autonomous trading agent platform:
Initially focused on providing autonomous trading services to humans.
Future plans to provide fund management services for agents.
Aims to become a fund manager for agents.
Summary
After a deep analysis of 25 DeFAI protocols, the following important observations can be made:
DeFAI is still an emerging field, and most projects are still in the testing phase.
The actual performance of trading agents still needs time to be tested.
Automated DeFi execution mechanisms are a major highlight as they successfully simplify complex operation processes and enhance user experience.
It is currently difficult to establish competitive barriers in the DeFAI field, as many projects have similar features and positions.
It is worth noting that the token value acquisition mechanisms of most projects are not prominent, and some even lack practicality altogether.
In addition, some terminals exhibit longer delays in response to queries, which may be due to performance limitations of the underlying chain or inadequate agent optimization.
For developers who are deeply involved in AI and cryptography, Monad offers an appealing choice. The project is innovating the consensus mechanism and execution layer from the ground up, aiming to build a high-performance blockchain network capable of processing 10,000 TPS. This provides an ideal infrastructure platform for developers dedicated to building next-generation DeFAI applications, potentially helping projects overcome performance bottlenecks and achieve larger-scale applications.