Original Article Title: Why $COOKIE Is The Hidden AI GEM

Original Article Author: The Block Runner

Original Article Translation: Ismay, BlockBeats

Editor's Note: As AIXBT has taken the lead on Crypto Twitter, it has proven that an influential market insight-providing AI agent can stand out in the market. AIXBT, after only a few months of deployment, has already reached a market cap of $6 billion. This podcast will delve into why AIXBT is able to surpass other agents, why its data aggregation technology has become a core competitive advantage. In addition, the podcast will also discuss CookieDAO as a market-leading data aggregation and packaging infrastructure provider and its token $COOKIE performance. As demand for aggregated data from both human and AI users on cookie.fun increases, the access value of aggregated data will be further enhanced.

The following is the original content, rearranged for readability:

Will: Today, let's talk about some topics related to AI infrastructure.

Iman: Infrastructure projects, your favorite type.

Will: The sexiest part of the crypto ecosystem is infrastructure.

Iman: Only a few people would feel that way. But that's also the direction we like to explore, right? It reminds me of those days when we played with ARC-20. Yeah, that was when we first encountered Ordinals and thought it was a big deal compared to the Checkcoins on Bitcoin. Then you delved into these coins and found out that many of them had little practical value. But there was still one developer who impressed me, named Benny. He was building Track Network, which was actually a real data infrastructure project. It made me feel at the time, wow, this is something truly meaningful.

Will: That was the token.

Iman: Exactly, really great. And in the entire ARC-20 ecosystem, it is still the only infrastructure project. This is incredible, but it is also what attracted us, because it is a very basic value addition to the entire ecosystem.

Will: Fundamentally to the extent that we have to use it.

The Most Powerful Brain of AIXBT

Iman: That's right, this is also the unique perspective we have when analyzing these markets. As developers, we can look at all these projects and tokens, thinking about which ones we would really use in our own development process. So we found a project that we believe is severely undervalued, and this is also reflected in its market performance.

Will: Its market cap, and it is the most important single core part of any AI agent.

Iman: Yes, we will explain later why this is the case. But first, let's understand the value of the top-ranked AI agent in the entire ecosystem, which is AIXBT.

Will: We now see that its market cap is approximately 6 billion US dollars, and all of this started from scratch.

Iman: Yes, all of this was initially initiated by an independent developer. He designed a unique model for this agent, which can be said to operate in a way similar to a "liquidity pool model." It starts from a bonding curve, needs to go through the bonding curve phase to inject liquidity into DEX. Then it gains market feasibility and so on. And now, it has reached a market cap of 6 billion US dollars, showing very strong performance.

Will: Yes, today its price has also risen by 22%. Very impressive.

Iman: Yes, there are clear reasons for this, right?

Will: That's right, the latest data shows that AIXBT has captured 60% of the AI agent market attention in the past 24 hours.

Iman: Yeah, just look at yesterday's data. If there is any project that can completely dominate the market, it is the content shown in this graph. Why? With so many platforms releasing AI agents, why is AIXBT so unique? Why is this insight from Crypto Twitter so influential? Why are people so naturally drawn to it? There is a kind of "secret recipe" in it, and many people have not yet realized it.

Will: Let's talk about this. AIXBT may redefine the distribution capability between machine agents and humans. By quantifying the influence of each account through Kaito, it can reward high-quality creators and drive a more efficient, fairer matching market. This indeed makes us very excited about what will happen next. And AIXBT has started receiving a large number of airdrops in the App to Earn model, which is the app you sent me before, right?

Iman: Yes, this is actually a completely different topic, maybe it can be made into another video segment. The core is about the concept of incentivizing social interaction, the more interaction, the more you earn. So you have to engage in interaction to earn rewards. And for AIXBT, considering its biggest following on Crypto Twitter, it will continuously earn Yap tokens or Yap points as rewards through this interaction. These are the real earnings it makes for engaging with the crypto community.

Will: Right, this should be a completely standalone app, right?

Iman: Yes, this is a completely standalone app. But the key is how to integrate this data, such as social sentiment data, and apply it.

Will: Here is a quote from the creator of AIXBT. He said: "The competition for information dominance in the crypto space has begun. The days of manually tracking narratives, cross-referencing data across multiple platforms are coming to an end. This is an experiment exploring the AI-driven potential of crypto market analysis." This AI is doing what we are doing, but it operates 24/7 and covers a wider range.

Iman: Why? Because if you carefully analyze this announcement tweet about the AIXBT test deployment, in reality, its information sources are mainly rooted in some well-known KOLs and influencers in the cryptocurrency Twitter space. So, as individual users using cryptocurrency Twitter, in order to find the 'Alpha,' we need to go through each of these people's accounts one by one, check their timelines, and understand what they are discussing.

Will: Including whether the interaction is genuine or fake.

Iman: This actually requires handling a large amount of information, right? But this AI agent can simultaneously access multiple data streams, and can process and analyze these data streams in real-time, and then integrate them into a fully formed viewpoint.

Will: Yes, this AI agent framework has four Alpha dimensions. Its core is to handle discussions about X, identify narratives driving market changes, and have the ability to detect emerging topics at the edge, with its functionality integrated with other AI Alpha platforms. The interface provides direct access to the AIXBT brain, bringing benefits to token holders through the rxbd.tech platform, including querying projects from its dataset, real-time market analysis, and the upcoming PWA functionality. The overall architecture includes information collection, processing, integration, and dissemination, which is the logic of this AI agent framework. AIXBT is one of the most useful AI agents I have tested, launched 10 days ago, and is now the second-largest agent on the Virtuals platform, even surpassing Luna.

Iman: That was the situation before, but the key is that it fetches data from multiple sources and 400 KOLs to generate real-time news updates. This is what we call the superpower of AI—something that humans on Earth simply cannot do.

Will: Exactly, no one can track 400 KOLs; at most, we can pay attention to 10.

Iman: That's the maximum we can do, and we also can't keep up in real-time like it does.

Will: Indeed, you can't keep up in real-time.

Iman: So, it's clear that this is a vertical area that humans are no longer competent in because you simply can't compete with this efficiency.

Will: For example, in terms of productivity, information awareness, and interactivity, what we are discussing now is actually its most basic version.

Iman: Right, for the U.S. style of KOLs, all of these are already useless.

Will: Go directly read AIXBT.

Iman: Close the channel, guys, sorry. But, don't actually do that.

Will: If you hold over 600,000 tokens, you will have access to the AIXBT terminal. The speed at which this terminal organizes data is a significant advantage for traders. We have seen some similar terminals, and it's like a continuously updating stream of consciousness. Even if you can access this terminal, as a human user, it's very difficult to truly exploit it. For example, buying tokens before it tweets—you can do that, but it's actually very hard.

Iman: In terms of execution, it's actually not difficult at all, bro.

Will: This is better than browsing Twitter directly.

Iman: Yes, it's like a refined Alpha information funnel. You don't get distracted by unrelated content like on Twitter. For example, when you're looking for Alpha information, you don't end up seeing someone got hit by a bus.

Will: This is the killer app of the current AI agent—AIXBT. So, we found that its "secret sauce" is actually its scraping ability, right? It's the ability to pull data, aggregate it, have an application framework around it, and then re-output it.

Iman: There is already a platform in development that has even stronger capabilities in data scraping and restructuring than this one.

Platform Layout of Cookie DAO

Will: Let's take a look at Cookie DAO. In the agent economy, information is the new currency. Only agents that can access the largest and most accurate data sources can prevail. There is a need for a unified intelligence layer that connects various points to track emerging narratives before trends form, detect changes in cognitive occupancy and community attention, understand the flow of influence among key players, and act on market sentiment formation. Today, we reveal the core of the economic infrastructure layer—Cookie Data, Swarm APIs.

Iman: Now, we're getting to the point. Our discussion is getting interesting as this is where developers can get involved. We can access this content and apply it to our own designed agents.

Will: This is crucial for the development of the metaverse because now those AI agents that can access these knowledge repositories can create revenue for the metaverse, generate assets, and hope to kickstart a flywheel effect by selling these assets.

Iman: Exactly.

Will: So, what is the market cap of Cookie DAO? It's only $32 million. (Data at the time of podcast recording, currently $78 million)

Iman: I'm not sure if this can be considered a micro-cap project, but I think a market cap below one billion can be seen as a micro-cap project. Obviously, such projects come with higher risks, but at the same time, they also offer significant potential returns. And we're talking about infrastructure here; it didn't start as an AI infrastructure project initially.

Will: Right, it has made some adjustments recently.

Iman: Recently, with the launch of Cookie.Fun, its positioning has undergone a complete transformation, and market sentiment has reversed accordingly. The core function is mainly to aggregate data sources and then allow all AI agents to compare and compete in terms of mental share, market share, and so on.

This is exactly what you would pay attention to when looking for emerging markets in the crypto space. If a new market emerges, then this new asset class should bring some new metrics, right? It's a bit like DMT. You will see a series of new token deployments, and suddenly these tokens will have some new elements, such as a non-arbitrary supply, all of which are emerging things, so these new metrics validate the formation of a new asset class, and the same logic applies to AI agents.

Will: Yes, the new metric here is mental share, which is not like traditional metrics.

Iman: Yes, you won't see this kind of metric on CoinMarketCap or CoinGecko. But you will indeed see asset rankings in a similar way.

Will: Such as popular tweets, average impressions, and average engagement rate; these are all new content.

Iman: Yes, this data is very valuable. They not only aggregate this data for humans to assess the market and position themselves, but this information is also crucial for AI agents. Right? AI agents need to access this information to perform their functions.

Will: Right, Cookie DAO has been live for three weeks with 100,000 unique users, will release version 0.3 this week, and is expected to further improve.

Iman: 100,000 users, indeed a lot, bro.

Will: Yes, 100,000 users, and currently these users are still human, not counting the future scenario when AI agents can also access this data. This is the upcoming trend.

Iman: That's right.

Will: Cookie DAO now offers a multi-airdrop mining pool, where users holding Cookie tokens can stake them in these new project launch pools to receive airdrop rewards.

Iman: Yes, these projects essentially utilize Cookie's API to meet their needs. Leveraging this powerful data aggregation system or process, they can deploy this data for newly created AI agents. So, you can also speculate on the prospects of such applications.

Will: This token was initially launched on the BSC chain, but later migrated, or at least partially migrated, to the Base chain.

Iman: Yes, now you can purchase this token on a decentralized exchange on Base.

Will: Right, but the staking mechanism for this is currently only on BSC.

Iman: For now. I think the team should be well aware that most of the activity is happening on Base, especially in the AI agent space. So, I predict they will launch a staking mechanism on Base, such as staking Cookie tokens.

Will: Yes, this will definitely be launched, it's just a matter of time. Well, now the Cookie token is usable on Base.

Iman: Yes, starting from the 3rd, it's clearly stated in the announcement.

Will: Yes, Aerodrome has now opened a new liquidity pool and supports trading, and the staking feature on Base is also about to go live.

Iman: That's right, they are actively developing this feature. What does this mean? I guess this might indicate that new AI agents will be launched, utilizing this new data infrastructure layer. If you stake these Cookie tokens, you are likely to receive allocations of these new agents, right?

Will: Yes, there was another tweet mentioning an update to the data swarm framework, including API access payments and Cookie tokens. 50% instant burn, 50% allocated to the DAO fund, functionality coming soon. This means that if you want to access the data aggregation feature, you will need to use the API, and API usage requires Cookie tokens.

Iman: That's right, they also mentioned that this is a deflationary mechanism. This will decrease the token supply. With the increasing demand for data access and the deployment of more AI agents, this data has actually become the lifeline of agent operations. This demand will over time reduce the token supply, thus strengthening the value of the DAO. So, this is a very solid and promising project.

Will: So, you're saying half of the token supply will be burned, and the other half will go to the DAO fund.

Iman: This is a very powerful network effect tool, the flywheel effect is right here. Additionally, you mentioned that this token also has an oracle-like spending function.

Will: Yes, similar to Chainlink. So, what is the potential of such infrastructure projects? Currently, the closest comparison is Chainlink, and Chainlink has reached a market cap of 12 billion USD.

Iman: If you understand Chainlink's function, it essentially provides on-chain smart contracts with some functionality that relies on off-chain data. So, there needs to be a network of data aggregators and validators to transport this information flow into smart contracts to ensure they function properly.

Will: So are you saying that Cookie could potentially be a 400x investment opportunity?

Iman: Yes, you're quick with mental math. I did the math, and yes. I don't see a reason why not. Of course, all of this depends on whether the AI agent economy can continue to thrive. And I believe it will, right? The persistence of AI is unquestionable; it's not a flash in the pan technology.

Will: Absolutely not. It's not a fleeting trend or a passing fad; it will become a cornerstone of the global economy in the long term.

Iman: Not just in the crypto space, right?

Will: Right, not limited to the crypto space.

Iman: So this is a big deal. Just like how Chainlink is essential to the smart contract ecosystem, its market cap reflects that. I believe that in the context of an AI network effect, the value of such data infrastructure is equally important.

Will: So, what exactly is this Agent Cookie?

Iman: Let me look at another tweet, see if I can find it, not this one, maybe the next one? Or the last one? Yes, this one. "Alpha 1. Holding 100,000 Cookies may be a good choice." See it?

Will: 100,000 Cookies, that might give you...

Iman: Terminal access, or maybe even an airdrop allocation? I'm not sure either, but I'm willing to think this way, or speculate that this may be related to the Cookie Agent itself.

Will: So, how much is the value of these 100,000 tokens?

Iman: Definitely not cheap, around $17,000.

Will: That's about right. So, this is the cost you need to pay, regardless of what it may get you.

Iman: So if you want to access this "brain" now, the AIXBT brain is currently too expensive, priced at $500,000. Basically, only institutional traders can access it at this stage. So if you want to get access to this data layer before institutions do, now is the time.

Will: Right? We created a test account for Agent Cookie Fun two days ago. This is the proof of its operation. Essentially, it's a test. I found a token called Rex, whose market cap was $1.9 million at the time, while its competitor's market cap was $22 million. We found the token when the price was about here, and now its value has risen to here.

Iman: Yes, they are currently undergoing internal testing to ensure that the data flow can generate valuable outputs, just like AIXBT. So it seems that everything is ready, and the launch of Agent Cookie may only be a few days or weeks away, or even imminent. Agent Cookie will compete for market share with other agents, but I predict that it will quickly catch up to or even surpass AIXBT, primarily because it has a more powerful data-sourcing capability.

Will: This was proposed by one of Cookie's co-founders.

Iman: It's really fascinating to see these processes taking shape.

Will: If I understand correctly, Cookie is gathering more information than any other AI and packaging it for other agents to use. If AIXBT's terminal price is $250,000, I wonder how Cookie will reprice it in the future.

Iman: Yes, we have speculated on that a bit. But the most important point here is that this data infrastructure is being packaged for agents to use, right? I don't think the Cookie agent will be a singular entity. I think it's...

Will: A platform.

Iman: Yes, it's a platform-based layout, that's how I see it.

Will: Yes, so essentially, in the future, if you want to launch an AI agent, you need to connect to this platform. Because it seems to have the best data access and these data have been reasonably aggregated for AI use. And if you use this platform, you need Cookie tokens. When you spend the tokens, 50% will be burned, and 50% will go into the DAO fund. This mechanism...

Iman: That's great. This is how we see a new generation of higher quality, higher-tier agents. At some point, someone may develop an agent rating mechanism, just as smart contracts need to be audited and rated. Yes, agents should also undergo similar scrutiny, right? Give these "little guys" a rating or something, that's a good thing. It's like driving progress in the whole field.

Will: So, the core argument here is that if an AI agent needs information and data as its "lifeline," then platforms that provide this service will obviously become crucial.

Iman: This does indeed align with the traditional standards in our ongoing list of emerging trends. Just like we mentioned before, such as the Ordinals project. This project revolves around too many fundamental value points, and because of this, it has been overlooked in the current market. The current market tends to focus on existing agents, those singular projects. Therefore, the current speculative environment is concentrated in these areas. But ultimately, these trends will fade, and the market will start looking for the next wave, which is the next generation of groundbreaking technology. And this is precisely the direction we are focusing on.

Will: Alright, that's it for our content today. We discussed the topic of Cookies and its infrastructure layout in the AI agent field. If you have any questions, please let us know.

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