One of the key benefits Themelia offers is the ability for investors to remove themselves from the time consuming task of token tracking, by elevating their market perspective to a bigger picture, thematic view point. This allows investors to spot new crypto narratives sooner, enabling a greater share of token appreciation upside.
Crypto narratives are important, as they have defined many of the breakout market moves in the past (think NFTs, memecoins and the like). And while narratives themselves aren’t unique to financial markets, in crypto they differ in that they involve the unconventional blending of cultural or zeitgeist moments with financial utility. From our thematic vantage point, one narrative we now see taking hold is the rise of AI Agents. We currently track 6 tokens within this theme and expect holdings to grow as the narrative develops. Projects classified as AI Agents enable the deployment of autonomous AI agents, which operate independently of human oversight and leverage AI to make decisions and execute tasks.
Many agents launched on these platforms are themselves generating memecoins, creating art and music, acting as influencers or operating trading bots. There is no limit to what an autonomous agent can do, and we envisage a world in the near future where our classification schema will evolve to distinguish between projects in each category that are created by AI vs humans.
When it comes to memecoins in particular, we also believe AI Agents mark an important turning point in the fusion of the memecoin trend with that of the artificial intelligence narrative. It signals a shift away from the proliferation of speculative dog and cat memecoins that have dominated the conversation for the past cycle, and could be instrumental in redefining what a memecoin is.
The chart below plots the 90 day performance of the AI Agent index against the Bitcoin index and the Memecoin index. Over this period the AI Agent index returned 1137%, against growth in the Memecoin index of 140%. Over the same period, the Bitcoin index returned 65%.
You can now explore Themelia's AI Agent index via our index builder, and chart how these tokens have performed against other indexes, or even your own crypto portfolio. Those with access to our exchange integration service can also connect and purchase the index holdings via the platform.
