Red & Blue Ocean | White Space | Niche
(Application-focused Edition)
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Red Ocean
- Conversational AI slop bot on X
- Trading analytics terminal
- Security agents
- InfoFi product tracking sentiment i.e. Kaito-wrapper
- Abstraction / execution layer
- Launchpad product i.e. Pumpfun-wrapper and Virtuals-wrapper
- Trading agents built with off-the-shelves framework, prone to injection/exploits
- AI products with token first and a roadmap, product comes in an eternity later
- Tokenization. Tokenization. Tokenization. There are things that are better off not tokenized
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Blue Ocean
- Voice agents + Voice infrastructure
- Trading agents built on verifiable, auditable, and scalable infrastructure
- Trading & prediction agents built on powerful prediction inference/intelligence
- End-to-end trading & defi co-pilot that's reliable & has usable UI/UX
- Personality-focused conversational agent & 3D companion (more personality like aixbt or dolos/bully)
- Business process automation e.g. lead-gen sales agent on X, outreaching on debank, checking on-chain history & reaching out for TVL or product opportunity, automating X management by creating degen personality like aixbt to represent your brand
- Democratizing/translating on-chain data to actionable insights e.g. Bubblemaps change in cluster, token movements to signals
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White Space
- Digital Twin ecosystem
- Distributed Training yield farming
- Defi Leverage yield farming — Defi portfolio optimization & risk management use cases e.g. agents helping to optimize positions, manage risk, liquidation, LTV, opening/closing of the positions based on real-time data
- AI-native AAA games with AI-NPCs & Companions
- Economic Outputs > Inputs i.e. Revenue > Token Incentives/Emissions
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Example Niche
@virtuals_io originally picked AI agent tokenization, being the first to pair tokens + AI products together. They continue to iterate on this and it paid off. They now have one of the biggest distribution in Web3 AI.
@CreatorBid taps into Bittensor subnets, bridging their inference/intelligence with AI agents to the broader Web3 community. They've built out relationships & curate/incubate Bittensor agents that can be used as case studies (AION, DKING) and bootstrap the next wave of growth with v2.
@HoloworldAI work with creators & businesses (Web2/3) for AI video creation & 3D Virtuals Avatars use cases + build infrastructure that help amplify the adoption of the use cases
@openservai business process automation for Web3 enterprises & retail users. Creating an app store focused on improving productivity for users.
@Cod3xOrg doubling down on creating a trading co-pilot, Cursor for trading. Infra has been ready BUT UI/UX was too complex. Team getting real close to a product-ready state.
@Almanak__ on building highly scalable infrastructure for financial agents that are investable by institutions + quant-grade strategies enhanced by AI
@gizatechxyz personalized financial agents designed to proactively manage your defi positions + built with highly scalable infrastructure
No clear niche = No distribution = No PMF = No price go up = Slow bleed (until pivot)
Listing Top Useful Apps You Should Try (during the bull)
- @cookiedotfun — daily tracking of AI agent tokens (if you plan to spend a lot of time looking at how things perform, Cookie is needed)
- @elfa_ai — social listening tool allowing you to understand what's going on, why things are pumping (dumping)
- @GigabrainGG — gives you long/short signals with all you need for a trading setup
- @multiplierfun — accumulate more tokens through RNG, multiplying your low caps stack
- Money Markets/leverage/yields @aave, @0xfluid, @eulerfinance, @Contango_xyz, @pendle_fi — particularly useful for further unlocking liquidity to get more risk-on (Defi strats, to buy dips, or to use IRL). I've shared my strategies on this in the latest After Hour EP.11
- @gizatechxyz & @Almanak__ — to keep your stables farming efficiently. Almanak alUSD vault in particular is offering 10% base yield + fixed points (40-50% APY on top... cap is filled so you gotta wait for them to increase it soon)
Waiting for these to rollout
- @Almanak__ AI Tokenized Vaults ➔ create AI-driven strategies from basic TA execution (trading) to Pendle YT PT trading strategies. Hope to try this out soon in Aug - Sep
- @Infinit_Labs v2 social layer ➔ top APY % community-curated strategies / sharper yield farming insights + direct multi-step execution. v1 did not have enough differentiation from other abstraction layers so hopefully v2 addresses lots of challenges that people are facing
- @cod3xorg v0.7 introducing much better improvement to UI/UX, a lot easier to deploy & manage agents that execute on your thesis (based on their latest demo)
- @xFractalDotFun trading terminal powered by multi-agent/swarms that focuses on surfacing alpha/insights on Solana, partnered with @SaharaLabsAI, @alloranetwork for price prediction. Team also working on Bubblemaps feature that I've been bugging every analytics founders to ship but nobody would lol (using AI to analyze bubblemaps instead of us having to manually do it ourselves)
More on Fractal here:
- @TheoriqAI to rollout its workflow automations for Kaito, as the first client/partner. Especially the KAITO LP workflow automation in partnership with Arrakis (hopefully w/ juicy LP incentives as well)
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