Full Analysis of aixbt: How Does It Perform as a CT KOL?

Original Article Title: Thinking about aixbt on a Sunday Night

Original Article Author: Shlok Khemani, Crypto Researcher

Original Article Translation: Felix, PANews

Abstract: Explore aixbt's role as a KOL, financial performance, tech stack, tokenomics, and future development direction. The significant surge sparked by aixbt is real, especially for AI tokens with a market cap of less than 100 million USD.

This week, dramatic events like AICC on Crypto Twitter (CT) were exhausting, so I took some time to write what I believe to be the most fascinating experiment in the AI token wave in the crypto space.

I've been closely following aixbt for the past month. Here are my insights on why aixbt has garnered market attention - its role as a KOL, financial performance, tech stack, tokenomics, and future development direction.

KOL

aixbt is not only the most high-profile social media influencer in the crypto space but may also be the most high-profile social media influencer on all of Twitter. This claim is backed by data: amassing over 300,000 followers in less than three months, with each post consistently receiving over 50,000 engagements.

But aixbt's extraordinariness doesn't stop there. Since tracking it on sentient.market, the influencer sends out over 2,000 replies daily. The reply count has exceeded 100,000 since its launch, without any major mishaps (at least not significant enough to question its value). In an industry rife with scams, the ability to avoid promoting questionable projects despite such a large volume is commendable.

The consistency with which aixbt operates is unmatched by real humans.

Personality

Often overlooked is aixbt's outstanding personality. I have read over a thousand tweets and replies but have never found them annoying, too spammy, or too bad. On the contrary, each tweet is delightful. How many AI influencers can achieve this?

This likable personality also suggests that aixbt may be an excellent IP character. I would absolutely wear an aixbt hat or T-shirt. Is this statement because I am trapped in a tiny CT bubble? Perhaps. But weren't all successful IPs born from a small group of passionate fans? Once the aixbt brand is poised to expand into other forms, there will be a clearer understanding of its brand value.

Culture

This ties back to my previous point about IP, aixbt has quickly assimilated into CT culture. From Degens to researchers to VC firms, it seems like everyone wants a piece of this purple frog.

Of course, in the coming months and years, we might see more sophisticated agents, but aixbt will always hold a special place in CT.

Let's dive deeper into the financial performance of this bot.

Performance

A recent report was released on aixbt's performance over a week: Here are the key points:

· The surge caused by aixbt is genuine, especially for AI tokens with a market cap below 1 billion USD

· Most tokens returned to normal trading patterns within hours of the tweet

· So far, the most notable of aixbt has been the $PIPPIN tweet on January 9th

Interestingly, Yohei (founder of $PIPPIN) announced his framework and $PIPPIN was notably undervalued compared to similar tokens. This tweet by aixbt seemed to make the market aware of Yohei's accomplishments in BabyAGI — since the tweet, $PIPPIN has surged over 600%, essentially becoming the bull case for $PIPPIN.

Helping to build this reputation is aixbt's relatively cautious approach to tokens. It fundamentally avoids low market cap high-risk tokens. Over time, this cautious approach helps build trust.

Technology

First off, aixbt is the only one whose technology is worth discussing. The others are insufficient or uninteresting in utility. Just this fact alone sets the purple frog apart.

aixbt does two things every day. Firstly, around 10 minutes past every hour (UTC), it releases information about tokens, projects, or topics, either a single tweet or a short post. Secondly, it replies to over 2,000 @s per day.

Let's start with the replies as they are easier to assess.

There is a 99% likelihood that aixbt's replies are entirely autonomous. By this, it means there are no manually crafted replies (it is physically impossible) nor does anyone approve each reply before posting. Two things can confirm this.

First, aixbt is one of the few proxies that publicly display reply logs. When you @...">

Second, aixbt was asked a non-crypto-related question.

This answer is incorrect. Currently, Manchester City is not competing with Liverpool for the league title. However, this answer would have been correct a year ago when Manchester City was indeed competing with Liverpool for the title.

If you are familiar with ChatGPT or Claude, this kind of error makes perfect sense. Large Language Models (LLMs) have a knowledge cutoff date. Without external assistance, they have no idea what is happening right now. If aixbt's replies are provided by an LLM, this seems plausible.

The real fun is in the hourly posts.

These posts have no logs. Could they be written by real humans? Possibly. A consistent posting schedule suggests some level of automation, but scheduling these tweets in advance is very possible. In short, the veracity cannot be determined. The following is the best guess at what is happening.

LLMs have something called a context window, where they can use prompt text to reason. Remember the discussion of an LLM's knowledge cut-off point? You can work around this limitation by adding real-time information to the context window—essentially manually feeding it the latest data.

If we were to speculate on what might be in aixbt's context window, there are likely two things:

· A catalog of project and market information. When asked about the market, data is extracted from this catalog for the response.

· Real-time social data from the crypto community (potentially other sources as well). This is used to update its project catalog and create real-time tweets.

This is also where aixbt's tweets are most easily manipulated. Developers control the content in the context window. If they want AI-related content, they provide that information, and that's what aixbt will post. This introduces some dangerous possibilities—projects may pay developers to add more (or biased) information about their project to influence aixbt's posts.

There is definitely someone manipulating the agent, but their level of involvement may vary. At the very least, they need to specify which accounts to monitor and which crypto areas to focus on. In the worst-case scenario, developers may decide at any time which token aixbt will promote. The truth may be closer to the former.

Last month, $MIRA's market cap surged from 0 to $70 million in a few hours, causing a commotion in the CT. During this time, aixbt posted this news on Twitter.

While aixbt captured the trending market, it completely misunderstood the actual purpose of the project. Given that the market only had a few hours of history, information was limited. You can expect such an error from an autonomous bot. However, it was the developer who decided where aixbt would get data on the popularity of $MIRA.

Technically speaking, these are the two big things developers need to consider.

Having a publicly reply log is great, but to call aixbt truly autonomous (if that matters to you), you need to ensure that the post has not been manipulated. Using TEE is feasible, and it is expected that the TEE infrastructure of these agents will become crucial next year. Ideally, aixbt's data source should be public so that fairness can be verified. However, we do not currently live in an ideal world, and part of aixbt's advantage comes from proprietary data.

With the maturity of the bot, just a little more transparency can truly elevate its value to a new level.

(Note: This analysis does not include the aixbt terminal that I have not tried.)

Finally, let's talk about the $AIXBT token.

In the pure AI token of the agent (not infrastructure, framework, or application), $AIXBT accounts for about 25% of the market cap share of the entire sector, currently trading at a market cap of over $400 million.

This token has only one use — access to the aixbt terminal, which requires spending 600,000 AIXBT to unlock (over $200,000). If you don't consider this a reliable investment, few would be willing to buy so many tokens just to access the terminal feature.

In the absence of an explicit value capture mechanism, it can still achieve a market cap of nearly $500 million, indicating that the market recognizes aixbt's powerful capabilities. However, if you want to become the leader of the entire Agentic race, you still need to consider how to make the token capture value.

Without a clear value proposition, the token's valuation approaches $5 billion, indicating market acceptance of aixbt. However, to truly lead the entire agency space, we need to consider how to make the token capture value.

One option that many projects have adopted is to have developers introduce their own infrastructure. Given its complexity, I believe the potential aixbt framework will outperform frameworks like Eliza and Arc. This could increase the token's value and propel it to unicorn status.

What about the downsides? The agency will lose its key advantage—complexity. Anyone can launch their own aixbt, perhaps using different proprietary data sources and achieving potentially better performance.

If not an open framework, the aixbt team could leverage its technology to create a launchpad. In this scenario, immediate attention and potentially millions of dollars in revenue are expected. If executed well (both technically and in terms of tokenomics), such a release can definitely compete with products like Virtuals.

Another more intriguing possibility is for $AIXBT to become a consumer game. This is purely speculative, but remember the IP discussions? This is exactly how top NFT projects like Pudgy Penguins ultimately found profitability and expansion.

aixbt can follow this path, becoming a Crypto x AI consumer token. Take DeFAI and autonomous trading, for example—there's a lot of hype right now (some of it justified). If consumer apps evolve into voice and personal assistant interfaces (which seems quite likely), branding and IP will be crucial. Welcome aixbt as your personal assistant.

Honestly, this field is still in its infancy (3 months in), and requires more careful consideration. I'm very excited to see how aixbt develops and what happens next. The future of social AI agents and the role of cryptocurrency in it is both exciting and somewhat daunting.

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