I believe the emergence of AI agents onchain could lead to DAOs 2.0, where agents have the potential to put the “A” back in DAO. Jack, Daniel, and I jammed on some specific products we are actively looking to invest in:
New Community/Gov Tools
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DAO 2.0 launcher: platform enables launching new community/governance tokens tied to an agent, agent responds to tokenholder votes, reads discussion forums and generates proposals (where agent will execute with a time delay and tokenholders hold a heckler’s veto), etc.
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Quality assessment for token distribution: an agent assesses quality of contributions to determine payment/token allocations for DAOs/airdrops/etc.
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Price as governance: an agent that uses a token’s price as input to decision making (but not the sole input)
Prediction Markets
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Market creation agent: agent spots a hot Twitter viral debate/news, quickly launches a more ephemeral prediction market based on it
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Prediction market trading agent: agent acts as market maker, ingests information on current events and trades in a dedicated prediction market
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Prediction zkTLS agent: agent that can generate zkTLS proofs to resolve prediction markets (e.g., Polymarket resolved by zkTLS instead of a DAO)
Social
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Autonomous memecoin launcher: agent tracks news/social media to come up with the next hot memecoin and launches it; uses previous data to assess potential virality.
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Reputation/social agent trading: agent tracks token shills from various accounts on Twitter and builds reputation score on their performance; aggregates scores to make trading decisions
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Content production DAO agent (“Botto for X”): agent generates content where human signaling through DAO token holders is used as RLHF/refining taste of the agent (for music, film, TV, social content, etc.)
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Agent as connector/AI service marketplace: agents running on existing social platforms (e.g., Farcaster, LinkedIn), to reach out on behalf of users who want to be connected with other users for a specific talent, information, or freelancing opportunity
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Ongoing puzzle agent with bounties: agent continues to generate unique puzzles for people to solve with a bounty/reward pot
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Agent game character NFTs: NFTs that have memories, ingest social data, can evolve over time, work with their trainers to do tasks in the game, battle each other, etc. (e.g., Digimon, Pokemon)
DeFi
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ETF/index agent: agent creates index products for a basket of tokens based on user’s preferences or users wanting exposure to a given narrative/area (e.g., creating a memecoin basket only focused on dog coins)
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LP abstraction agent: agent helps user determine where to put tokens into various LP pools/manage those positions
Risk Monitoring
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ZachZBT: agent monitors for hacks or other fraudulent activity and publishes research as well as tries to get funds back for people
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Due diligence agent: agent verifies contract integrity, dev reputations, on-chain behavior, and potential rug risks; allows users to interact with the agent to ask questions about risks
We are open to variants on all this/things we’re missing.
And DMs are open for any/all of us.
Further Reading:
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Why (Good) AI Needs Crypto by Daniel
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What Are Agents Good At? by Daniel
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Agentic DeFi by Derek
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The Evolution of Onchain Agents by Jack
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Unchaining Web2 Data Onchain: What Agents and Oracles Need to Know About the Law by Daniel