AI agents in DeFi – Here’s what you need to know about ‘DeFAI’
01/09/2025 13:00DeFi AI agent narrative 'DeFAI' has picked steam as analyst project a potential 25x-50x growth by the end of the year.
- Messari analyst projected that the ‘DeFAI’ segment could rally 25x-50x by the end of 2025.
- Griffain has taken an early lead as DeFAI launchpads dominate the narrative.
For those unfamiliar, AI agents are autonomous bots that can perform specific tasks, from trading to social media influencing, as the Aixbt [AIXBT] agent does on X (formerly Twitter). Currently, launchpads for agents like Virtual Protocol [VIRTUAL] have dominated the space.
But a new niche narrative has sprung–’DeFAI’ agents. These agents can efficiently handle DeFi activities such as yield farming, swapping, on-chain trading, lending, and borrowing across various platforms.
A 25x DeFAI trade 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 was under $1B and could rally 25x-50x by the end of 2025. He stated,
“DeFAI’s market cap is under $1 billion, but I anticipate it could reach $25–$50 billion by the end of 2025”
Ruskin added that the top three contenders and launchpads in 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 swaps and liquidity management. Neur has advanced and user-friendly features that allow for an easier understanding of DeFi through natural language and wallet management functions.
Finally, the Hey Anon platform enables token swaps and has recently integrated with Aave for lending and borrowing. The Aave integration saw its native token ANON jump nearly 800% in a week.
This underscored the massive risk-reward opportunity the new narrative could offer for risk-averse investors and traders.
If the trend continues as predicted, Griffain could reprice and target $0.80 or higher. It could follow VIRTUAL explosive growth and offer decent gains under positive market conditions.