- The Messari analyst predicts that the “DeFAI” segment could rebound 25 to 50 times by the end of 2025.
- Griffain has taken the lead as DeFAI launchpads dominate the narrative.
For those unfamiliar, AI agents are autonomous robots that can perform specific tasks, from trading to social media influencing, such as the Aixbt (AIXBT) agent on X (formerly Twitter). Currently, the launch pads for agents like Virtual protocol (VIRTUAL) dominated the space.
But a new niche narrative has emerged: “DeFAI” agents. These agents can efficiently manage DeFi activities such as yield farming, exchange, on-chain trading, lending and borrowing across various platforms.
A 25x DeFAI business opportunity
Similar to the current AI agent meta, the DeFAI narrative is dominated by launchpads like Griffain. Messari research analyst Sam Ruskin noted that the sector is less than $1 billion and could grow 25 to 50 times by the end of 2025. He declared,
“DeFAI’s market cap is less than $1 billion, but I predict it could reach $25-50 billion by the end of 2025.”
Source: Messari
Ruskin added that the three main contenders and launching pads for the DeFAI segment were Griffain (GRIFFAIN), Neur (NUER) and Hey Anon (ANON).
Griffain has positioned itself as the go-to platform for agents targeting token trading and liquidity management. Neur has advanced, user-friendly features that enable easier understanding of DeFi through natural language and portfolio management features.
Finally, the Hey Anon platform allows token swaps and recently integrated with Aave for lending and borrowing. The Aave integration saw its native token ANON surge almost 800% in a week.
This highlighted the enormous risk-reward opportunity that the new narrative could offer risk-averse investors and traders.
Source: GRIFFAIN/USD, TradingVIEW
If the trend continues as expected, Gririffain could reassess its price and target $0.80 or higher. It could track VIRTUAL explosive growth and deliver decent gains in positive market conditions.
