AI-Themed Memecoins in Smart Money Portfolios

AI-themed memecoins continue to dominate Smart Money portfolios, with top holdings in Fartcoin, Virtuals Protocol, and Aixbt—yet experts warn the hype may not last.

According to Nansen’s Smart Money dashboard, Smart Money’s largest holding is currently Fartcoin (FARTCOIN), with $28.68 million distributed among 76 holders. Virtuals Protocol (VIRTUAL) follows with $11.04 million held by 97 investors, while Aixbt (AIXBT) ranks third with $4.74 million across 63 holders.

All three top tokens have posted significant weekly gains:
– FARTCOIN: 98% surge
– VIRTUAL: 25% increase
– AIXBT: 32% rise

According to cookie.fun, these tokens are among the top 10 AI agents by mindshare, with FARTCOIN commanding a dominant 13%. The surge aligns with a broader recovery in the AI memecoin sector, as the market cap of AI memecoins has increased by 8% in the last 24 hours alone.

However, experts remain skeptical about the long-term viability of AI memecoins, arguing that many of these tokens are glorified memecoins riding the AI hype cycle.

Haseeb Qureshi, managing partner at Dragonfly Capital, believes AI memecoins are currently in a speculative phase but lack lasting value.

> “These things are not really agents. These are chatbots with memecoins attached; they are barely agentic at all besides posting on Twitter,” wrote Qureshi in his post on X.

He predicts that the novelty of AI-driven memecoins will persist through 2025, but by 2026, the hype will fade. He explained that these projects will likely shift away from memecoin-based monetization and adopt traditional revenue models like sponsorships and affiliate marketing.

> “The chatbots will become so ubiquitous that people will get turned off by them… Users will start discriminating in favor of human KOLs, even if their content is less consistent,” he explained.

Similarly, Alberto Fernández, Qubic Ecosystem Representative, sees AI memecoins as a temporary trend that will eventually lead to utility-driven digital assets.

> “Over the next year, I think we’ll see memecoins evolve into ecosystems that merge entertainment and community… this could mark one of the final phases before the memecoin bubble starts to deflate,” he said.

In conclusion, while Smart Money is currently betting big on these AI memecoins, it remains uncertain if these bets will pay off in the long run, as experts remain skeptical.