AI version of Chainlink, why did COOKIE surge by 300%?

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 shown that an influential AI agent can stand out in the market by providing impactful market insights. AIXBT, after only a few months of deployment, has already reached a market cap of 6 billion dollars. 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 also discusses CookieDAO as a market-leading data aggregation and packaging infrastructure provider and its token $COOKIE's performance. As demand for aggregated data from human and AI users on cookie.fun continues to grow, the access value of aggregated data will further increase.

The following is the original content, reorganized for easier reading:

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

Iman: Infrastructure projects, your favorite kind.

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

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

Will: That's the token.

Iman: Exactly, very cool. And in the entire ARC-20 ecosystem, it is still the only infrastructure project. It's incredible, but that's 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 Smartest Brain of AIXBT

Iman: That's right, that's also the unique perspective we have when analyzing these markets. As developers, we can look at all these projects and tokens, considering which ones we would actually 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 AI agent that is ranked first in the entire ecosystem, which is AIXBT.

Will: We now see its market cap is around 600 million 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 has market viability, and so on. And now, it has reached a market cap of 600 million US dollars, showing very strong performance.

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

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

Will: Let's discuss this. AIXBT may redefine the distribution of agency between machine proxies 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 one very excited about what will happen next. Moreover, AIXBT has started to receive significant airdrops in the App to Earn model, which is the application you sent me before, right?

Iman: Yes, this is actually a completely different topic, perhaps it can be made into another video segment. The core is the idea of incentivizing social interaction, the more you interact, the more you earn. So you must engage in interactions to earn rewards. And for AIXBT, considering its highest attention on Crypto Twitter, it will continuously earn rewards such as Yap tokens or Yap points through this interaction. These are the actual earnings it makes from two-way interaction with the crypto community.

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

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

Will: Here is a statement from the creator of AIXBT. He says, "The competition for informational 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 potential of AI-driven 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 these people's accounts one by one, check their timelines, and understand what they are discussing.

Will: Including whether the interactions are genuine or fake.

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

Will: Yes, this AI agent framework has four Alpha dimensions. Its core is to engage in discussions about X, identify narratives driving market changes, and have the ability to detect emerging topics at the edge, with its functionality integrating 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 feature. The overall architecture includes information gathering, processing, integration, and dissemination, which is the logical framework of this AI agent. AIXBT is one of the most useful AI agents I have tested. It went live 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—it's something humanity on Earth fundamentally cannot do.

Will: That's right, nobody can track 400 KOLs; at most, we can follow 10.

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

Will: Indeed, you simply cannot keep up in real-time.

Iman: So, it's obvious that this is a vertical field that humans are no longer competent in because you simply cannot compete with that level of efficiency.

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

Iman: That's right, for KOLs of the U.S. style, all of this is already obsolete.

Will: Go read AIXBT directly.

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

Will: If you hold over 600,000 tokens, you can get 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 is like a continuously updating stream of consciousness. Even if you can access this terminal, as a human user, it is very difficult to truly leverage it. For example, buying the token before it tweets—you can do it, but it's actually challenging.

Iman: In terms of execution, it's really not that difficult, bro.

Will: This is better than just scrolling through Twitter.

Iman: Yeah, it's like a refined Alpha information funnel. You don't get distracted by irrelevant content like on Twitter. For example, when you're looking for Alpha information, you don't want to see a post about someone getting hit by a bus.

Will: That's the killer app of the current AI agent — AIXBT. So we've found that its "secret sauce" is actually its scraping ability, right? It's the ability to grab data, aggregate it, have a framework for it, and then output it.

Iman: There is already a platform in development that has even stronger capabilities in data scraping and recombining.

Cookie DAO's Platform Layout

Will: Let's take a look at Cookie DAO. In the agent-centric economy, information is the new currency. Only agents that can access the largest and most accurate data sources will prevail. There needs to be a unified intelligence layer that connects various points to track emerging narratives before trends form, detect changes in thought occupancy and community attention, understand the flow of influence between key players, and act on market sentiment when it forms. Today, we unveil the core of the economic infrastructure layer — Cookie data, Swarm APIs.

Iman: Now we're getting to the meat of it, our discussion is getting interesting, this is where developers can get in. We can access this content and apply it to our designed agents.

Will: This is crucial for the development of the metaverse because now those AI agents that can access these knowledge bases can create revenue for the metaverse, generate assets, and hope to kick off the 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 $42 million)

Iman: I'm not sure if this can be considered a micro-cap project, but I think any project with 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 rewards. And we're talking about infrastructure here; it didn't start out as an AI infrastructure project.

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. The core function is mainly to aggregate data sources, allowing all AI agents to compare and compete in terms of mindshare, market share, and more.

This is exactly what you would pay attention to when looking for emerging markets in the crypto space. If there's a new market emerging, then this new asset class should bring some new metrics, right? It's a bit like DMT. You'll 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 new 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 mindshare, 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 like this.

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: Exactly, Cookie DAO has onboarded 100,000 independent users in three weeks, will release version 0.3 this week, and is expected to further improve.

Iman: 100,000 users, that's 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 a coming trend.

Iman: Exactly.

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

Iman: Yes, these projects essentially leverage Cookie's API to meet their needs. They leverage this powerful data aggregation system or process to deploy this data for newly created AI agents. So, you can also speculate on the outlook for this application.

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

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

Will: Right, that's correct, but this staking mechanism is currently only on Binance.

Iman: That's how it stands now. I think this team should be very aware that most activity happens on Base, especially in the AI agent space. So, I predict they will launch a staking mechanism on Base, like staking the Cookie token.

Will: Yes, that 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 functionality on Base is also about to be launched.

Iman: That's right, they are actively developing this feature. What does this mean? I guess this may mean 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 for these new agents, right?

Will: Yes, there was another tweet mentioning the update to the data swarm framework, including API access payment and Cookie tokens. 50% instant burn, 50% allocated to the DAO fund, with the feature set to go live soon. This means that if you want to access the data aggregation feature, you will need to utilize the API, and API usage requires Cookie tokens.

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

Will: So, you're saying half of the token supply is burned, and the other half is used for 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 for such infrastructure projects? The closest comparison so far is Chainlink, and Chainlink's market cap has reached 12 billion USD.

Iman: If you understand Chainlink's functionality, it essentially provides some off-chain data dependency for on-chain smart contracts. So it requires a network of data aggregators and validators to transport this information flow into smart contracts to ensure their proper functioning.

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, yes. I think there is no reason to believe it's not possible. 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 beyond doubt; it's not a fleeting technology.

Will: Absolutely not. This is not a passing trend or a transient phenomenon; it will become a cornerstone of the global economy in the long term.

Iman: Not just in the crypto space, right?

Will: Yes, not limited to the crypto space.

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

Will: So, what exactly is this Agent Cookie?

Iman: Let's look at another tweet, let me 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 might be a good choice." See it?

Will: 100,000 Cookies, this might grant 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 might be related to the Cookie agent itself.

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

Iman: Definitely not cheap, it's about $17,000.

Will: That's about the price. So this is the cost you need to pay, regardless of what it might grant 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 set up a test account for Agent Cookie Fun two days ago. This is the proof that it operates. Essentially, it's a test. I found a token called Rex, whose market cap was $1.9 million at the time, while its competitor had a market cap of $22 million. When we discovered this token, the price was approximately here, and now its value has surged 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 looks like everything is ready, and Agent Cookie's launch may be only a few days or weeks away, or even imminent. Agent Cookie will compete for market share with other agents, but I predict it will quickly catch up to or even surpass AIXBT, mainly because it has a more powerful data source acquisition 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 collecting more information than any other AI and packaging it for use by other agents. If the price of the AIXBT terminal is $250,000, I wonder how Cookie will reprice in the future.

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

Will: A platform.

Iman: Right, it's a platform-style layout, that's what I think.

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

Iman: That's good. This is how we see a new generation of higher quality, higher-level agents. At some point, someone may develop an agent rating mechanism, just like smart contracts need auditing and ratings. Yes, agents should also undergo the same scrutiny, right? Give these "little guys" a rating or something, that's a good thing. It's like driving progress in the entire 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 would obviously become crucial.

Iman: This indeed aligns with the traditional criteria in our ongoing list of emerging trends. Just like we mentioned before, such as the Ordinals project. This project revolves around too many foundational value points, and as a result, 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 eventually, these fads will fade, and the market will start looking for the next wave, which is the next generation breakthrough technology. And this is exactly the direction we are focusing on.

Will: Well, that's all for our content today. We discussed about Cookie and its infrastructure layout in the AI agent field. If you have any questions, please let us know.

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