AI-themed memecoins continue to dominate Natty Cash portfolios, with top holdings in Fartcoin, Virtuals Protocol, and Aixbt—yet consultants warn the hype can also simply no longer closing.
In step with Nansen’s Natty Cash dashboard, Natty Cash’s largest retaining is currently Fartcoin (FARTCOIN), with $28.68 million disbursed among 76 holders. Virtuals Protocol (VIRTUAL) follows with $11.04 million held by 97 merchants, while Aixbt (AIXBT) ranks third with $4.74 million across 63 holders.
All three top tokens cling posted necessary weekly features, with FARTCOIN leading with 98% surge , adopted by VIRTUAL at 25% and AIXBT at 32%. In step with cookie.fun, these three tokens are among the many pinnacle 10 AI brokers by mindshare, with FARTCOIN commanding a dominant 13%. The surge aligns with a broader recovery within the AI memecoin sector, because the market cap of AI memecoins has elevated by 8% within the closing 24 hours alone.
Nonetheless, whatever the most fresh bullish sentiment, consultants stay skeptical about their long-duration of time viability of AI memecoins, arguing that many of these tokens are minute better than glorified memecoins riding the AI hype cycle.
Haseeb Qureshi, managing partner at Dragonfly Capital, believes that AI memecoins are currently in a speculative share but lack lasting mark.
“These items are no longer in actuality brokers. These are chatbots with memecoins attached; they are barely agentic in any respect besides posting on Twitter,” wrote Qureshi in his publish on X.
He predicts that the novelty of AI-pushed memecoins will persist thru 2025 as crypto merchants are inclined to latch onto trending narratives for a very long time. But by 2026, he says, the hype will go. As for revenue, he defined that these projects will likely shift away from memecoin-essentially essentially essentially based monetization and as a substitute adopt weak revenue fashions indulge in sponsorships, affiliate marketing and marketing, and token promotions.
“The chatbots will change into so ubiquitous that of us will rating grew to alter into off by them. Sentiment will reverse. Seeing tales of their favourite human key thought leaders (KOLs) losing their livelihoods will kindle a roughly class consciousness. Customers will launch discriminating in prefer of human KOLs, although their boom is much less consistent,” he defined.
Equally, Qubic Ecosystem Representative Alberto Fernández sees AI memecoins as a temporary pattern that will in the end give formula to extra utility-pushed digital sources.
“Over the following One year, I cling we’ll leer memecoins evolve into ecosystems that merge leisure and community. That talked about, I feel this can even designate some of the closing phases sooner than the memecoin bubble begins to deflate, paving the vogue for cryptocurrencies that provide utility past merely leveraging their community,” he talked about.
To wrap it up, while Natty Cash is currently making a wager gargantuan on these AI memecoins, whether these bets will repay within the long bound remains to be seen, but consultants are skeptical.
