[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  0xJeff [@Defi0xJeff](/creator/twitter/Defi0xJeff) on x 71.4K followers Created: 2025-06-02 06:01:29 UTC June has been a great start for DeAI In the last X days - $FLOCK +220% - $GIZA +64% - $NATIX +20% (+100% over 14d) During H1 this year, AI agents have been the asset class that receives the spotlight—mainly due to the nature of fair launch & low FDV. While they're low-cap w/ heavy upside, most of the time they lack liquidity to accompany 5-6+ figs in size w/o incurring massive slippage. This is why $VIRTUAL has been (and will continue to be) the asset that whales can get in w/ size—the asset represents the performance of the entire asset class due to @virtuals_io's ability to house largest number of agent builders + traders Taking a step back, if we zoom out during the last XX days, AI agent category leaders, did not perform that well - $VIRTUAL +13% - $REI +12% - $AI16Z -XX% - $ARC -XX% - $AVA -XX% But individual agents, primarily Virtuals Genesis Launches have been performing really well during the last month — $BIO did +150% while multiple Genesis Launches have held up their 50-100x very well. One other outperformance is from $COM (#1 team on @autodotfun) that brings cheaper-than-peers / fast & efficient compute to grassroot dev community, serving ElizaOS growing number of builders. While the number of agent teams that show great outperformance is fairly low, the trend is pretty clear..... capital is heavily focused into quality product w/ actual demand, especially in the absence of hype. And it seems like this trend is gradually spilling over to larger quality DeAI assets whose traction has been far ahead of its price (price catching up to fundamentals) @flock_io, @gizatechxyz, @NATIXNetwork are all different vertical, but the common thread is that they're serving a large addressable market, and the addressable market will continue to grow as each of them continue to roll out their roadmap throughout this year (another common thread is X of them are using Bittensor to accelerate innovation progress for their product) There are more assets like this out there — and many more that have yet to launch Still early days for DeAI but we're seeing product outperformance vs market benchmark as well as unique Web3-native use cases already (I'll cover more on DeAI product angle later but as always, thanks for reading!) XXXXXX engagements  **Related Topics** [tariffs](/topic/tariffs) [donald trump](/topic/donald-trump) [lowcap](/topic/lowcap) [coins ai agents](/topic/coins-ai-agents) [coins ai](/topic/coins-ai) [$giza](/topic/$giza) [$flock](/topic/$flock) [deai](/topic/deai) [Post Link](https://x.com/Defi0xJeff/status/1929418069979566368)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
0xJeff @Defi0xJeff on x 71.4K followers
Created: 2025-06-02 06:01:29 UTC
June has been a great start for DeAI In the last X days
- $FLOCK +220%
- $GIZA +64%
- $NATIX +20% (+100% over 14d) During H1 this year, AI agents have been the asset class that receives the spotlight—mainly due to the nature of fair launch & low FDV. While they're low-cap w/ heavy upside, most of the time they lack liquidity to accompany 5-6+ figs in size w/o incurring massive slippage. This is why $VIRTUAL has been (and will continue to be) the asset that whales can get in w/ size—the asset represents the performance of the entire asset class due to @virtuals_io's ability to house largest number of agent builders + traders Taking a step back, if we zoom out during the last XX days, AI agent category leaders, did not perform that well
- $VIRTUAL +13%
- $REI +12%
- $AI16Z -XX%
- $ARC -XX%
- $AVA -XX% But individual agents, primarily Virtuals Genesis Launches have been performing really well during the last month — $BIO did +150% while multiple Genesis Launches have held up their 50-100x very well. One other outperformance is from $COM (#1 team on @autodotfun) that brings cheaper-than-peers / fast & efficient compute to grassroot dev community, serving ElizaOS growing number of builders. While the number of agent teams that show great outperformance is fairly low, the trend is pretty clear..... capital is heavily focused into quality product w/ actual demand, especially in the absence of hype. And it seems like this trend is gradually spilling over to larger quality DeAI assets whose traction has been far ahead of its price (price catching up to fundamentals) @flock_io, @gizatechxyz, @NATIXNetwork are all different vertical, but the common thread is that they're serving a large addressable market, and the addressable market will continue to grow as each of them continue to roll out their roadmap throughout this year
(another common thread is X of them are using Bittensor to accelerate innovation progress for their product) There are more assets like this out there — and many more that have yet to launch Still early days for DeAI but we're seeing product outperformance vs market benchmark as well as unique Web3-native use cases already (I'll cover more on DeAI product angle later but as always, thanks for reading!)
XXXXXX engagements
Related Topics tariffs donald trump lowcap coins ai agents coins ai $giza $flock deai