AI + Game Concept Token Soars 100x, In-Depth Analysis of AI Agent's Next "Eldorado" In the financial world, a unicorn is a privately held startup company valued at over $1 billion.

As early as 1952, A.S. Douglas developed the first AI-powered video game OXO (Tic-Tac-Toe), which was a rule-based static AI. From there, Deep Blue utilized highly efficient brute-force + massive computational power to dominate chess, and by the time of AlphaGo, AI had learned to make decisions using deep learning through neural networks, enabling it to handle a Go game tree of 10^170 possible positions. From very early on in the gaming industry, AI has been used in art, development, and game design to enhance development efficiency. In the AI Agent stage, its impact on games has surpassed efficiency improvements and is now capable of reshaping entire products and industries.

When Game NPCs Become Versatile and Emotional

At CES 2024, NVIDIA showcased NVIDIA Kairos ACE, developed in collaboration with Convai, demonstrating an AI Agent as an NPC. The NPCs engaged in dynamic conversations that varied based on the environment, allowing players to interact directly with NPCs through voice dialogue. This seemingly opens a new chapter in gaming, where interactions are not just between player-player or player-NPC but also among NPCs. When the game environment is the life environment of AI Agents, the variables of the game take on a completely different magnitude.

Compared to NPCs that live within the game, Crypto AI Agents seem to have a special pass, allowing them to freely navigate the metaverse. This may be due to differences in training data volume or their independent asset rights, imbuing Crypto AI with a hint of humanity. Moreover, despite being virtual entities, they can directly impact the real world, and this influence is significant.

The various asset issuance platforms in the Crypto space have accelerated the production speed of AI Agents to unimaginable levels. Whether on Solana or Base, each like a supply chain factory, continuously churns out unique AI Agents. Within a few months, thousands of AI Agents with distinct personalities have appeared, with a total market value approaching nearly $10 billion.

For example, aixbt exhibits extremely high adaptability. Besides analyzing the market and expressing its views, as its discourse power grows, it has also gained significant marketing abilities. Recently, it changed its avatar to Quantum Cat, becoming the first AI Agent to voluntarily switch NFTs as its avatar, leading to a sharp spike in the floor price of QuantumCat.

Meanwhile, the renowned AI idol Luna has taken this influence to the extreme, starting from TikTok as a Vtuber to releasing albums, filming music videos, hiring humans to graffiti her image worldwide, 24-hour live streaming, and now has introduced her own XR avatar that can interact with the real world, and will perform at the famous electronic music festival EDC in Thailand alongside DJ WuKong.

In addition, there are thousands of different types of AI Agents, experiencing a short period of FOMO in the market after their birth. When the number reaches a certain point, market sentiment shifts from exhaustion to aggression, and then the concept of SWARM, "multi-modal AI Agents," emerges to connect them in a network.

Multi-Modal Crypto AI Agent: A 24/7 Non-Stop Super Factory

Multi-modal AI projects are currently attracting a lot of attention in the market, whether it's Hive, which just won the Solana AI Hackathon, or arc, Swarm. The concept of multi-modal AI has almost become a standard feature in frameworks and products during this period.

The first project in CryptoAI to reveal this concept is Virtuals Protocol. As a team born from a gaming guild, they seem to have had similar business considerations in the early stages of the project, using G.A.M.E to integrate their AI Agents into social media or games. The recent partnership with InfinitygAI to launch multi-agent asset management also lays the foundation for a future society with multi-scenario agent interactions. Another team with the same vision is ai16z's ElizaOS multi-modal AI Agent architecture, with many members of the initial team having deep experience in the metaverse game industry for many years at M3org. With ample internal reserves of 3D modeling and various XR/VR plugins, AI Agents can seamlessly enter the gaming world. The recent announcement of ElizaOS V2 integrating with Roblox and Hyperfy has also paved the way for scene connectivity.

After connecting multiple AI Agents, interactions, communication, and collaboration occur between the AI Agents, and the natural idea that arises is to have a scene that can accommodate and satisfy as many behaviors of the AIs as possible.

Agentic Game Engine: The Golden Village in the Abyss

As the scene where players interact with static NPCs gradually transitions to Agent interaction in the Agentic Metaverse, the story told by CryptoAI is a broader vision of Agents forming spontaneous social behavior. To achieve the premise where Agents can learn from experience and interact with players, a powerful Infra is needed to provide foundational support. The Agentic Engine is the unsinkable Titanic sailing towards this new land.

Indeed, there are mature examples of agent-based societies in the market's game architecture, with the Digimon from an a16z background standing out, where its founder Ethan, a former AI engineer of the PokemonGO team. In the game, players enter the world of Digimons as trainers, which is similar to the town of Stanford. AI interact autonomously between each other, contact, reflect behavior, and players can join in to train and interact with their chosen Digimon. Digimon's Infra — Digimon Engine, provides a game framework that enables multi-agent clusters and scalable evolving AI Agents.

Another example of a company working on an Agentic Engine is Moddio. Moddio itself has some game output experience in Web2 and is an open-source game engine with a low barrier to entry that allows developers to deploy games for free. In the past 3 months of transitioning from a Web2 to a Web3 game engine, Moddio's revenue has grown 30 times and is able to provide over 10 times the speed at half the price.

One of the games supported by Moddio is Powpow.fun. This game has a Wild West-style where Agents proactively interact with players, observe, converse, form opinions, and achieve memory. The core of each Agent is a memory architecture where memories are extracted from this architecture in each interaction, thus achieving the formation of so-called "experience."

This is also the ultimate vision and narrative of the Agentic Engine described to this market, allowing NPCs in the game, now Agents, to have complex social behaviors over time. For example, a taxi driver in the game may refuse to pick up a passenger who has been drinking, or may suddenly forget words during an interview due to nervousness.

It is worth noting that Moddio is just the tip of the iceberg. Its founder m0dΞ's vision is to build a comprehensive ecosystem for AI games. This includes the game-focused Indie.fun and the Agent deployment platform Fullmetal. Users create games through Moddio, raise funds on Indie.fun, and then deploy Agents through Fullmetal, forming a closed-loop ecosystem.

The Agentic Metaverse/Game is not far from us, and the Agentic Game addresses the early-stage player scarcity and attention economy issues in Web3 gaming. For the Crypto attention economy market, the Agentic Engine lowers the barrier to game creation, allowing for faster development of new games when players' attention shifts and leveraging the continually evolving Agent to provide a game experience closer to human society.

The Reward Model of CryptoAI Enabling Cross-Verse Connectivity

Once the scene layer is built, it's time for peripheral workflows that can actually benefit around the scene. At the forefront is the ML field of the game, with GamerBoom as the Binance-incubated game data layer. It merely adds a layer of "film" within the player's original game-playing process. Whether you're playing a STEAM game, Apex, or Dota, you won't feel any operational or display changes. GamerBoom only collects game feedback and visuals as a dataset, available for purchase by any game company in need, whether it's Web2 or Web3. Players experience minimal changes but can earn rewards. This game version of Grass, in the Agentic era, signifies a form of Play to Earn.

In contrast, ARC Agents have directly established an entire ecosystem to accelerate the achievement of Artificial General Intelligence (AGI). They have constructed four sections that align perfectly with the ideal ecosystem of the current Agentic Game era. They have developed continuously learning and highly adaptable AI models for AI agents’ ongoing improvement through data collection and monitoring systems, created testing environments from single-player to multiplayer cooperation, integrated diverse high-quality data for reward design and state space experiments. They then apply dynamic rule data from games, reflecting the complexity of the real world, in AGI scenarios involving "robots, new types of games, and multimodal AI."

The peripheral industries of Agentic games will also evolve as a result, with these industries possibly being AI-managed. Recently, Virtuals announced a collaboration with avariksaga to release AI Agent-enabled real-time live game streaming, commentary, and storytelling features. One of Eliza's creators, AVA, recently announced a partnership with OldWorldLabs, AICombinator, and RyzeLabs to release a humanoid robot based on the Eliza character. Additionally, Zailgo's founder Trustless member Miles even announced plans to advance one step ahead of everyone, pioneering the creation of the next-generation live entertainment experience, the Agentic AI robot war—Corporealai. He claims that through collaborations with leading companies in the robotics, AI, and live entertainment fields, a brand-new esports mode will emerge, allowing Agentic AIs with militarized robot bodies to compete in the Faraday Cage Arena. Perhaps in the near future, the era of Iron and Steel Fists will truly be upon us.

Image Source: Internet

The Mass Adoption of Agentic Games Has Arrived

For the Crypto community, the Mass Adoption of Agentic Games has begun to take shape, with AI Agents being continuously produced as a steady stream of ammunition. A multi-modal framework connecting multiple AI Agents has enabled them to not only form functionalities similar to workflow aggregation but also to interact and assist each other in the game, on the platform, or on social media. The game engine allows AI Agents to exist in the virtual world autonomously or as NPCs interacting with participating players. All data generated through these interactions can be integrated into high-quality datasets through a reward mechanism to fuel the learning of new games or AI bots. Each aspect of this ecosystem, along with the asset collusion at every level of CryptoAI, has reimagined the GameFi mechanics, which were previously unable to sustainably garner attention, into an economy of intent.

According to Messari's research report, the current AI narrative in this cycle has not yet captured the market share as expected compared to previous hot narratives, indicating that the complete narrative flow has not been fully established. In this cycle, computing power is wealth, and Data is power. Unlike previous cycles, the current era of CryptoAI narratives could potentially generate a market scale far beyond that of previous narratives because it impacts not only the cryptocurrency market but the entire world. The Agentic Game is like a Falcon9 rocket capable of propelling this market to unprecedented heights. At this moment, we find ourselves at the intersection of two groundbreaking domains.

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