As the dust settles on the AI agents bloodbath, with total sector market cap down from $20B to $7.1B, projects with institutional backing and real distribution are beginning to separate themselves from the pack. While Crypto Twitter remains flooded with AI slop bots fighting for attention, $MOBY represents a convergence of two trends: AI agents and on-chain trading intelligence.
Price discovery has moved on-chain, CEXs are losing relevance, and traders are desperate for real-time intelligence. Now that the AI agents sector has reset, we can start seeing some valuations returning back to Earth after the “dot-fun” boom. It is after this wreckage that, while the graveyard of fair-launched AI agents grows deeper—with many down 90%+ from their peaks—a different breed of projects built on sustainable strategic token distribution can avoid the doom of being launched in the pump.fun trenches.
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