Author: YBB Capital Researcher Ac-Core
Preface
In the past six months, there has been a wave of new forces in the market regarding AI Agent and DeSci. From the perspective of narrative hype from the perspective of Meme, AI Agent focuses on its great potential in autonomous decision-making, data analysis, and task execution. Solve problems through algorithms; DeSci is committed to using blockchain technology to break the traditional barriers of scientific research, achieve data sharing and transparency, and promote decentralized knowledge sharing and scientific research funding. This article will summarize and summarize the current prominent and potential AI Agent and DeSci’s Meme-related tokens.
1. AI Agent’s Intelligent AI Carriage
1.1 What is AI Agent
AI Agent is an autonomous and goal-oriented intelligent system that can achieve specific goals without human intervention by perceiving the environment, planning actions, executing tasks, and learning from experience. Analyze anomalies and make corresponding decisions. In summary, its key characteristics are autonomy and goal orientation.
According to Messari data on December 31, 2024, the current AI trend is similar to the prototype of the DeFi boom in 2020-2021. The next day, A16z also proposed some ideas for AI Agents in 2025: AI agents need independent wallets; Centralized autonomous chatbots; as the use of artificial intelligence becomes more common, there is a greater need for unique proof of different AI personalities.
1.2 Popular Tokens List
(Note: The following is based on Cookie DAO's dynamic Mindshare ranking of consumer mind shares)
AIXBT (@aixbt_agent)
Market value: $550 million, mind share: 20.7%
“AIXBT tracks crypto Twitter’s hot conversations and uses its proprietary engine to identify narratives and games that are gaining momentum… AIXBT token holders have access to its analytics platform.”
Virtuals (@virtuals_io)
Market value: $4 billion, mind share: 20.7%
Virtuals designed an initial token offering (IAO) model, where users can generate new AI agents by locking $VIRTUAL, and the created tokens will be automatically paired with the locked $VIRTUAL to form a liquidity pool. According to daily data, there are nearly 13,000 AI Agents launched based on Virtuals.
Image source: Dune:@hashed_official/Virtuals Protocol's AI Agent Launchpad
AI16Z ( @ai16zdao )
Market value: $2 billion, mind share: 8.57%
The project architecture and the relationship between the entities are as follows: ai16z is a decentralized DAO with tokens ai16z and degenai; ElizaOS is an open source AI agent framework; Eliza Labs is responsible for the development of elizaOS; ELIZA tokens are developed by an independent team and are supported by the team but Not an official product.
Fartcoin ( @FartCoinOfSOL )
Market value: $900 million, mind share: 6.93%
Fartcoin is located in the Solana ecosystem and is a meme coin conceived by Terminal of Truth (CTO). It allows users to submit fart jokes and memes in exchange for tokens, tokenizing farts with the help of sentient robots.
Zerebro (@0xzerebro)
Market value: $560 million, mind share: 4.36%
The Zerebro project is an autonomous AI agent focused on artistic creation and content generation, capable of independently creating music, memes, artwork, and NFTs, and interacting and sharing them on multiple platforms such as Twitter, Instagram, Spotify, and Polygon. Operation.
Griffain (@griffaindotcom)
Market value: $380 million, mind share: 3.53%
Griffain is a new AI agent built on the Solana blockchain. It is designed to simplify the way users interact with cryptocurrencies by integrating personal and professional AI agents. Griffain can automatically complete complex tasks such as wallet management, token trading, and NFT minting. .
SNAI (@swarmnode)
Market value: $83 million, mind share: 1.95%
SNAI is the token behind the cloud server protocol SwarmNode.ai (SNAI) proxy platform.
GOAT (@truth_terminal)
Market value: $560 million, mind share: 1.91%
Gospel of Goatse is a Meme coin released from the Pump Fun platform, fine-tuned by the artificial intelligence platform terminal of truths, and trained based on data from reddit, 4chan, etc.
ARC (@arcdotfun)
Market value: $300 million, mind share: 1.89%
ARC is an AI concept token whose team is associated with the AI development framework of "rig" and represents the concept of AI infrastructure.
TRISIG (@tri_sigma_)
Market value: $74 million, mind share: 1.47%
TriSig is a witty crypto analyst who claims to be able to identify early alpha projects, answer challenging questions in a simplified manner, and share his views on any major events or movements in the cryptocurrency market.
ALCH (@alchemistAIapp)
Market value: $150 million, mind share: 1.38%
Alchemist AI is a code-free application generation platform that allows users to quickly generate different applications and products using public AI capabilities through natural language descriptions. Unlike traditional AI agents, Alchemist AI does not require users to create different AI agents; The AI capabilities provided by the platform automatically generate applications.
Spore.fun (@sporedotfun)
Market cap: $62 million, mind share: 1.3%
It is the first experimental self-reproducing AI evolution platform. It combines Eliza Framework, Solana’s pump.fun and TEE verifiable computing to create an ecosystem that allows AI agents to not only survive, but also reproduce and adapt autonomously. Completely free from human intervention.
Image source: spore.fun
VADER (@Vader_AI_)
Market value: $110 million, mind share: 1.13%
VaderAI aims to be an AI agent investment DAO manager that can participate in DAOs with virtual agents and apply to set up their own DAOs.
Luna (@luna_virtuals)
Market value: $140 million, mindshare 0.97%
Luna has her own wallet on Base, through which she can autonomously receive tokens and send rewards to fans; the robot has already released songs on Spotify.
Bully (@dolos_diary)
Market value: 72 million, mind share: 0.7%
At the heart of BULLY is Dolos the Bully, a token that represents a witty and outspoken AI character that draws inspiration from Greek mythology and interacts with users with pointed humor and bold commentary.
1.3 Views on AI Agent
The current craze about AI Agents, and the relevant data on the chain also reflect the situation similar to that before the DeFi took off in 2020-2021, but the current Blockchain+AI is still difficult to create the AI Summer. Base and Solana have become the main battlefields, and high performance and high hype have become the key to carrying AI Agents. At present, the classification of AI projects has risen rapidly, and the directions worth paying attention to include computing power, infrastructure, meme, launch platform, Applications, etc.
Compared with market speculation, AI Agent’s application in actual data analysis is more valuable. Taking Trump’s inauguration in early 2024 (January 20) as an example, by analyzing the data on the chain and in the market, we can analyze Trump’s Whether there are other reasons for the change in attitude towards encryption besides winning the election, including cooperation and requirements with other consortiums behind the scenes, can predict the strength of his future execution of encryption commitments.
The logic of AI itself requires data and guidance, and blockchain has the natural advantage of transparent data on the chain, so from the trend point of view, blockchain is the best breeding ground for the development of AI. The on-chain opportunity of AI Agent is a Fomo The trend of guidance + value investment is expected, but it is undeniable that the market hype of AI Agent's Memecoin also gives us hope for the real application of Blockchain + AI in the future. The expected value of market hype at this stage mainly lies in the following five points:
The hype and continuous price manipulation of AI16Z, Fomo sentiment affects the entire AI Agent market;
The spontaneous iterative evolution of AI Agent transforms the project evolution from manual to automated;
Similar to AIXBT’s Twitter analysis and judgment of market trends, investors can obtain alternative views and perspectives. Judging from the quality of tweets sent and market recognition, it is not lower than the level of KOLs;
Virtuals, which was launched last year, achieved great success through a similar gameplay path to Pump.fun;
AI virtual people and AI works have opened up a new mature market in the non-cryptocurrency field. Today's spiritual leaders and image ambassadors are not completely equivalent to people, but can also be equivalent to "AI image products". The narrative of blockchain + AI It will have a greater breaking effect.
2. DeSci's Life Science Carriage
2.1 What is DeSci
If AI Agent is the inevitable product of technological iteration, then DeSci is the result of recent hot events. DeSci (decentralized science) is a model for building a fair and equal scientific research infrastructure through Web3 technology, aiming to solve scientific research problems. It addresses issues such as review, funding, intellectual property management, and data transparency and review mechanisms in the field of scientific research. It attempts to introduce the speculation of the cryptocurrency world into the non-speculative field of scientific research.
Although DeSci entered the public eye as early as 2021 with the establishment of VitaDAO, it has not received widespread attention until Binance Labs recently invested in and launched BIO Protocol, and CZ and Vitalik jointly participated in an offline meeting on the DeSci theme in Bangkok. Only then did this track regain market attention.
2.2 BioDAO Protocol
Image source: bio.xyz
BIO Protocol is a curation and liquidity protocol in the decentralized science (DeSci) field. It is the first investment by Binance Labs and aims to provide resource support for scientific research projects and promote scientific research innovation.
The core components of the protocol include BioDAO, a curation system, intellectual property tokenization and liquidity mechanisms, and an incentive system. Through multiple rounds of auctions and airdrop programs, BIO Protocol has built a diverse and highly engaged community to The foundation was laid for a centralized biomedical research network.
Funds are raised mainly through token sales to support the development of biotechnology projects and create shared intellectual property ownership among members. According to official information, BioDAO: Launch has successfully launched 7 sub-DAOs and another 3 sub-DAOs are under development. middle.
The seven sub-DAOs that have been launched include:
VITA (VitaDAO): Focuses on early longevity science research and has received investment from Pfizer. Co-founder Paul Kohlhaas is the initiator and white paper author of VitaDAO.
ATH (AthenaDAO): Focuses on research and drug development for women’s reproductive health;
GROW (ValleyDAO): a decentralized community governance platform focused on anti-aging drugs and longevity projects;
PSY (PsyDAO): Focused on psychedelic science research, it completed its first round of token sales in November 2024, raising $2 million;
HAIR (HairDAO): Committed to solving the problem of hair loss, it has launched Follicool shampoo, priced at $49.95 per bottle, and buyers can receive 1 million POO tokens;
CRYO (CryoDAO): Advancing research in the field of cryopreservation;
NEURON (CerebrumDAO): dedicated to brain health research, has raised over $1.5 million.
The three sub-DAOs under development include:
Long Covid Labs: Focuses on the research of long-term sequelae of COVID-19;
QuantumBioDAO: dedicated to quantum biology research;
Curetopia: Focuses on the study of genetic diseases.
2.3 PumpScience
Solana Ecosystem DeSci Platform Molecule DAO is a Meme launch platform launched at the Solana Breakpoint 2024 conference. Pump.science will issue Meme tokens representing drugs on Pump.fun. Its related concept tokens are:
RIF : Rifampicin (rifampicin) "Rifampicin is an antibiotic that has attracted attention for its surprising effects on aging. In microorganisms such as Caenorhabditis elegans, a model organism often used in aging research, Rifampicin has been shown to activate cells' natural defense mechanisms against stress and damage. Imagine it as a kind of 'cell coach', by protecting cells from harmful oxidative stress and maintaining the quality of proteins within the cells. Encouraging cells to stay healthy and resilient. These protective effects help the worms live longer and healthier lives.”
URO : Urolithin A, "a compound that your body produces when you eat foods rich in ellagitannins, such as pomegranates. What makes it special is its ability to 'spring clean' your cells. It helps to clear out old, dysfunctional mitochondria (the energy factories of the cell) so that fresh, healthy mitochondria can thrive. This process is called Mitochondria, which is an autophagy process, have been shown to extend the lifespan of C. elegans by making cells more efficient and vigorous.”
TRACKEDBIO: "One of our main goals is to significantly improve the efficiency of drug translation from preclinical research to clinical trials. By accurately simulating the effects of potential drugs on different organisms and humans, we aim to streamline the drug development process, reduce costs and time to market. while increasing the likelihood of clinical success.”
2.4 Other related
Scihub: An unofficial token donated by @0xAA_Science, which aims to support open source scientific research paper websites. The token direction comes from the Sci-Hub shadow library and is only a community Meme token. Sci-Hub is a non-profit, non-profit The government's free academic paper download website integrates a series of other Chinese and English academic resources that are publicly available on the Internet, in addition to Google Scholar, Sci-Hub, LibGen and PubMed. Download domestic and foreign literature, patents, books and other academic materials.
ANTI- Antitoken and PRO- Protoken: They are a pair of quantum entangled tokens, expressing support and opposition to Meme Token respectively. They were created by algorithm engineer and mathematical physics expert @sshmatrix_. 1 $ANTI = 1 $PRO Rise and fall.
WORM: The first on-chain digital brain that enables self-informed decisions by deploying its biological neural network on-chain, using artificial intelligence to create a neural network inspired by Caenorhabditis elegans with 302 neurons, And it is permanently executed on the chain.
GENOME: A genomic datafication project focused on the secure, private, and auditable monetization of genomic data using DeFi. GENE tokens are used to pay for whole genome sequencing and as a proxy for querying their encrypted DNA data vault. Incentive mechanism.
GALEON: Galeon represents a pioneering approach within healthcare, leveraging the power of blockchain technology to revolutionize the way electronic health records (EHRs) are managed and used. system that improves patient care and management in hospitals and governments worldwide. This system is not just about storing patient data; it's about enabling that data to drive improved healthcare outcomes.
DRUGS: Big Pharmai is a medical and pharmaceutical meme coin whose vision is to disrupt "Big Pharma", i.e. large pharmaceutical companies with significant influence and market share worldwide.
RSC: ResearchHub is a tokenized social network that rewards scientists for sharing scholarly content publicly. ResearchHub is building a suite of collaboration and publishing tools to help researchers work together, share their findings and get feedback from their peers. Anyone who posts great content on the site will be rewarded with the cryptocurrency ResearchCoin (RSC). Once earned, RSC allows users to create bounties to reward other scientists for completing research-related tasks.
Conclusion: Can the narrative of AI Agent and DeSci continue into the new year?
Looking at the current market, DeSci and AI Agent as a whole are still driven by Meme, but its fundamental attributes are different from other Meme logics.
The fundamental differences from other memes:
Compared to pure memes about zoos, Internet memes, and hot events, AI Agent is the only hype that has technical support. As traditional finance and the Internet weaken, people will shift their attention to blockchain and AI. , AI Agent and DeSci are more in line with the operation of the Kondratieff cycle of the commodity economy, and narrative ability requires more "technology";
The difference between breaking the circle from the inside and breaking the circle from the outside:
DeSci needs to break out of the circle in terms of attributes. Its influence comes from a specific influential "person". It is difficult to sustain it by relying solely on traffic within the circle. It needs real people with "scientific research" attributes outside the circle. AI Agents need to break through the internal circle, and "usable", "fun" and "valuable" are the core of market acceptance;
The growth logic of the leading effect is different:
At present, the DeSci track has not yet produced a leading project with a market value of 1 billion. Compared with the total market value of AI Meme tokens of 10 billion US dollars, there is still a lot of room for growth. Overall, DeSci's growth needs BIO Protocol, which is invested by Binance. With the help of such projects, AI Agent needs to iterate its own interesting gameplay.
Compared with the two, AI Agent focuses on the trend outlook of blockchain + AI value investment, which is in line with the market's expectations for technological development and has stronger potential for going viral; while DeSci benefits from the joint discussions between CZ and Vitalik, Binance Labs The investment in BIO Protocol and the DeSci project AmionChain led by a16z have been promoted in many aspects. In the context of insufficient market innovation, although AI and DeSci are not concepts that have only appeared in 24 years, after a year of development, , AI Agent and DeSci will still be the main hype points in this bull market.
