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The Trump Tariff Turbulence has temporarily subsided, how to seize the AI Agent market rebound?
Original Author: Defi0xJeff, Founder of Steak Studio
Original Translation: zhouzhou, BlockBeats
Editor's Note: This article discusses the performance of the AI agent market, especially its strong recovery across multiple industries. It highlights the gains in areas such as Swarm, App Store, Dev Tools, Launchpad, Investment DAO, DeFAI, and the driving factors behind them. It emphasizes that DeFAI remains a market leader, and top frameworks are gaining more adoption.
The following is the original content (slightly reorganized for better comprehension):
AI agents are experiencing a strong rebound, here is an overview of the six leading industries spearheading the charge: The market underwent a massive sell-off after Trump announced tariffs, with the market panicking over the trade war with Mexico, Canada, and China.
However, following last-minute negotiations between the US and Mexico, the panic has temporarily subsided and has now been halted for 30 days.
In addition, Trump signed an executive order aimed at establishing a US sovereign wealth fund (which may signify investment diversification into the cryptocurrency space). David Sacks will hold a press conference on February 4 to detail the government's stance on cryptocurrency and artificial intelligence.
The AI agent market has rapidly rebounded in the past 24 hours, with gains of 20%-70% across multiple sectors.
According to cookiedotfun data, the top six sectors by gain are:
Swarm
App Store
Dev Tools
Launchpad
Investment DAO
DeFAI
Disclaimer: Many of these options have low liquidity, so they can drop rapidly once they fall, and likewise, surge significantly when they rise. Therefore, be sure to conduct your own research before considering any investment. Make sure to make your own decisions, and do not let FOMO drive your trades.
Swarm
Swarm has performed the best in terms of percentage gains, mainly due to the following reasons:
·SNAI (+140%) was accepted into the Nvidia Inception Program, designed for startups
·SWARMS (+44%) and SPORE (+48%) also saw an increase following SNAI's excellent performance
App Store
Currently, this category only has alchemistAIapp
·v3 plan set to be publicly released this week
·v3 introduces a modern design and comes with a new engine that can generate multiple outputs and logically link them together
·Recently applied for the NVIDIA Inception program
Development Tools
·ACOLYT (+57%): Showcased the Signal Framework, a framework that allows agents to engage in adaptive learning and achieve goal-driven optimization
·GRPH (+53%): Provides agent personality and memory frameworks, and incorporates video and voice infrastructure
Other notable gainers—TETSUO, SOLENG, JAIL
Launchpad
·MATES (+54%): The "Mates Show" has attracted significant engagement by extracting background information from the latest news and events and turning it into a multi-agent talk show
·VVAIFU (+44%): Getting ready to launch the DeFAI Ongrid product
Investment DAO
Ranked just below DeFAI, it is the largest sector
·VADER (+53%): One of the most active DAOs, excelling in advocacy and strategic investments
·SEKOIA (+37%): Currently undergoing a brand overhaul, Sekoia has experienced the smallest drawdown among all DAOs
Other notable gainers—WAI, AIXCB, AICC
DeFAI / Abstract Layer
·GRIFFAIN (+71%): New feature allows users to execute based on insights from mobyagent and cookiedotfun
·ANON (+33%): Announced Beta version in collaboration with Gemma (research agent), and all DeFAI features are now live
Other notable gainers—BUZZ, NEUR, HTERM
DeFAI / Trading Agent
·PPCOIN (+44%): Announced the launch of "Bottom Blaster," a tool that analyzes tokens and identifies the best buying opportunities for trade execution
·TONY (+24%): Collaborated with irys_xyz to launch an on-chain memory layer supporting Cod3x agents and introducing reinforcement learning
Other Notable Agents / Ecosystem
·MOBY (+50%): Research agent focused on whale insights, commanding top-tier market attention
·ARC (+17%): Second only to ai16zdao in adoption, and is an official partner of Solana
·COOKIE (+31%): #1 data layer, set to offer more insights with the launch of DataSwarm
PIPPIN (+28%): Fastest-growing in GitHub stars, currently at 463 stars
AI16Z (+14%): Nearly at 14k stars, gaining adoption from institutions like Consensys, @okx, @archwayHQ, and others
VIRTUAL (+8%): Recently listed on Upbit, expanding to Solana, and participating in the Coinbase hackathon and the promotion of decentralized quantitative easing/fiscal policy
We see a clearer integration between various industries, with market leaders continuing to launch new products despite ongoing price volatility. DeFAI remains a frontrunner, and top frameworks are gaining more adoption. Make sure to focus on the true builders, support the winners, and avoid chasing short-term hype.
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On March 4, 2026, DDC Enterprise Limited (NYSE American: DDC) today announced preliminary, unaudited full-year financial performance for the year ended December 31, 2025. The company expects to achieve record revenue and record positive adjusted EBITDA, primarily driven by continued growth in its core consumer food business and overall margin improvement. The final audited financial report is expected to be released in mid-April 2026.
Revenue: Expected to be between $39 million and $41 million, reaching a new company high.
Organic Growth: Excluding the impact of the company's strategic contraction of its U.S. operations, core revenue is expected to grow 11% to 17% year over year.
Gross Profit Margin: Expected to be between 28% and 30%, reflecting continued operational efficiency improvements.
Adjusted EBITDA: The company expects to achieve a positive full-year result in 2025, a significant improvement from a $3.5 million loss in 2024, mainly due to rigorous cost controls and a higher-margin sales mix.
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The company also disclosed Core Consumer Food Business Adjusted EBITDA, a metric that further excludes costs related to its Bitcoin reserve strategy and non-cash fair value adjustments related to its Bitcoin holdings from adjusted EBITDA to more accurately reflect the core business performance.
In 2025, Core Consumer Food Business Adjusted EBITDA is expected to be between $5.5 million and $6 million.
In the first half of 2025, DDC initiated a long-term Bitcoin accumulation strategy, holding Bitcoin as its primary reserve asset.
As of December 31, 2025: The company holds 1,183 BTC.
As of February 28, 2026: Holdings increased to 2,118 BTC
Today's additional purchase of 65 BTC brings the company's total holdings to 2,183 BTC
DDC Founder, Chairman, and CEO Norma Chu stated, "We are proud to have closed 2025 with record revenue and positive adjusted EBITDA, demonstrating the steady growth of the company's consumer food business and the ongoing improvement in profitability. We are building a disciplined, growth-oriented food platform and strategically allocating capital to Bitcoin assets with a long-term view, aligning with our core beliefs. We believe that this dual-track model of 'Steady Consumer Business + Strategic Bitcoin Reserve' will help DDC create lasting long-term value for shareholders."
For the full year 2025, the company defines "Adjusted EBITDA" (a non-GAAP financial measure) as: Net income / (loss) excluding the following items:· Interest expense· Taxes· Foreign exchange gains/losses· Long-lived asset impairment· Depreciation and amortization· Non-cash fair value changes related to financial instruments (including Bitcoin holdings)· Stock-based compensation
DDC Enterprise Limited (NYSE: DDC) is actively implementing its corporate Bitcoin Treasury strategy while continuing to strengthen its position as a leading global Asian food platform.
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Revenue: Expected to be between $39 million and $41 million, reaching a new company high.
Organic Growth: Excluding the impact of the company's strategic contraction of its U.S. operations, core revenue is expected to grow 11% to 17% year over year.
Gross Profit Margin: Expected to be between 28% and 30%, reflecting continued operational efficiency improvements.
Adjusted EBITDA: The company expects to achieve a positive full-year result in 2025, a significant improvement from a $3.5 million loss in 2024, mainly due to rigorous cost controls and a higher-margin sales mix.
In 2025, DDC's core consumer food business maintained strong operational performance.
The company also disclosed Core Consumer Food Business Adjusted EBITDA, a metric that further excludes costs related to its Bitcoin reserve strategy and non-cash fair value adjustments related to its Bitcoin holdings from adjusted EBITDA to more accurately reflect the core business performance.
In 2025, Core Consumer Food Business Adjusted EBITDA is expected to be between $5.5 million and $6 million.
In the first half of 2025, DDC initiated a long-term Bitcoin accumulation strategy, holding Bitcoin as its primary reserve asset.
As of December 31, 2025: The company holds 1,183 BTC.
As of February 28, 2026: Holdings increased to 2,118 BTC
Today's additional purchase of 65 BTC brings the company's total holdings to 2,183 BTC
DDC Founder, Chairman, and CEO Norma Chu stated, "We are proud to have closed 2025 with record revenue and positive adjusted EBITDA, demonstrating the steady growth of the company's consumer food business and the ongoing improvement in profitability. We are building a disciplined, growth-oriented food platform and strategically allocating capital to Bitcoin assets with a long-term view, aligning with our core beliefs. We believe that this dual-track model of 'Steady Consumer Business + Strategic Bitcoin Reserve' will help DDC create lasting long-term value for shareholders."
For the full year 2025, the company defines "Adjusted EBITDA" (a non-GAAP financial measure) as: Net income / (loss) excluding the following items:· Interest expense· Taxes· Foreign exchange gains/losses· Long-lived asset impairment· Depreciation and amortization· Non-cash fair value changes related to financial instruments (including Bitcoin holdings)· Stock-based compensation
DDC Enterprise Limited (NYSE: DDC) is actively implementing its corporate Bitcoin Treasury strategy while continuing to strengthen its position as a leading global Asian food platform.
The company has established Bitcoin as a core reserve asset and is executing a prudent, long-oriented accumulation strategy. While expanding its portfolio of food brands, DDC is gradually becoming one of the public company pioneers in integrating Bitcoin into its corporate financial architecture.
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