Author: Ac-Core, YBB Capital Researcher

Foreword

In the past six months, there has been a trend in the market About the emerging wave of AI Agent and DeSci. From the narrative hype direction from the perspective of Meme, AI Agent focuses on its huge potential in autonomous decision-making, data analysis and task execution, and is good at solving problems through algorithms; while DeSci is committed to using blockchain technology to break traditional barriers to scientific research. , realize data sharing and transparency, and promote decentralized knowledge sharing and scientific research funding. This article will summarize and summarize the currently more 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 sense the environment , plan actions, perform tasks, and learn and improve from experience to achieve specific goals without human intervention, such as automatically monitoring data, analyzing anomalies and making corresponding decisions. In summary, its key characteristics are autonomy and goal orientation .

According to Messari data on December 31, 2024, the current trend of AI is similar to the prototype of the DeFi boom in 2020~2021. The next day, A16z also put forward some ideas for some AI Agents in 2025: AI agents need independent wallets; decentralized autonomous chatbots; with the widespread use of artificial intelligence, there is a greater need for unique proofs of different AI personalities.

1.2 Popular Tokens Inventory

(Note: The following is based on the dynamic Mindshare consumers of Cookie DAO Mind share ranking order)

AIXBT (@aixbt_agent)

Market value: 5.5 Billion dollars, mindshare: 20.7%

"AIXBT tracks trending discussions on crypto Twitter and uses its proprietary engine to identify powerful narratives and games. ..AIXBT TokenHolders have access to its analytics platform. 》

Virtuals (@virtuals_io)

Market value: $4 billion, mindshare: 20.7 %

Virtuals has designed an initial token issuance (IAO) model. Users can generate new AI agents by locking $VIRTUAL, and the created tokens will be matched with locked $VIRTUAL is automatically paired to form a liquidity pool. According to data from the Dune panel on January 1, there are nearly 13,000 AI Agents launched based on Virtuals.

Image source data: Dune:@hashed_official/Virtuals Protocol's AI Agent Launchpad

AI16Z (@ai16zdao)

Market value: 20 100 million US dollars, mind share: 8.57%

The project structure and the relationship between various entities are: ai16z is a deprivation DAO that owns tokens ai16z and degenai; ElizaOS is an open source AI agent framework; Eliza Labs is responsible for developing elizaOS; ELIZA token is developed by an independent team and is supported by the team but is not an official product.

Fartcoin (@FartCoinOfSOL)

Market cap: $900 million, mindshare: 6.93%

Fartcoin is located in the Solana ecosystem and is a meme coin (CTO) conceived by Terminal of Truth, allowing users to submit fart jokes and memes In exchange for tokens, tokenize farts with the help of sentient robots.

Zerebro ( @0xzerebro)

Market value: $560 million, mind share: 4.36%

The Zerebro project is An autonomously operating AI agent focused on art creation and content generation, capable of independently creating music, memes, artwork, and NFTs, and interacting and operating on multiple platforms such as Twitter, Instagram, Spotify, and Polygon.

Griffain (@griffaindotcom)

Market cap: $380 million, mindshare: 3.53%

Griffain is a new AI Agent built on the Solana blockchain. It is designed to simplify how users interact with cryptocurrencies by integrating personal and professional AI agents. Griffinain automates complex tasks such as wallet management, token trading, and NFT minting.

SNAI (@swarmnode)

Market value: $83 million, Mindshare: 1.95%

SNAI is the token behind the cloud server protocol SwarmNode.ai (SNAI) agency platform.

GOAT (@truth_terminal)

Market cap: $560 million, mindshare: 1.91%

Gospel of Goatse is a Meme coin released from the Pump Fun platform. It is fine-tuned by the artificial intelligence platform terminal of truths and trained based on data such as reddit and 4chan.

ARC (@arcdotfun)

Market cap: $300 million, mindshare: 1.89%

ARC is an AI concept token. Its team is related to the "rig" AI development framework and represents the AI ​​infrastructure concept.

TRISIG (@tri_sigma_)

Market cap: $74 million, mindshare: 1.47%

TriSig is a clever encryption analyst who claims to be able to identify early alpha projects, and answers challenging questions in a simplified manner and shares its views on any major events or movements in the cryptocurrency market.

ALCH (@alchemistAIapp)

Market cap: $150 million, mindshare: 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. Instead, it automatically generates applications through the AI ​​capabilities provided by the platform.

Spore.fun (@sporedotfun)

Market cap: $62 million, mindshare: 1.3%

is the first experimental autonomous reproduction AI evolution platform. It combines Eliza Framework, Solana's pump.fun and TEE verifiable computing to create Create an ecosystem that allows AI to Agents can not only survive, but also reproduce and adapt autonomously, completely free of human intervention.

Image source: spore.fun

VADER (@Vader_AI_)

Market value: US$110 million, mind share: 1.13%

VaderAI aims to become an AI agent investment DAO manager and can participate in DAOs with virtual agents and apply for settings Own DAO.

Luna (@luna_virtuals)

Market value: 140 million USD, mindshare 0.97%

Luna has her own wallet on Base, through which she can independently receive Tokens and send rewards to fans; this robot has Release songs on Spotify

Bully (@dolos_diary)

Market value: 7200. Million, mind share: 0.7%

BULLY At its core is Dolos the Bully, a token representing a witty and outspoken AI character from Greece. Draw inspiration from myths and interact with users with sharp humor and bold comments

1.3 Opinions on AI Agent

The current craze about AI Agent is on the chain. Relevant data also reflect similar The situation before DeFi takes off in 2020~2021, but at this stage, Blockchain+AI is still difficult to make waves in the AI ​​Summer. From the perspective of the chain, Base and Solana have become the main battlefields, and high performance and high hype have become the carriers. The key to AI Agent. At present, the classification of AI projects is rapidly rising, and the directions worthy of attention include computing power, infrastructure, Meme, launch platform, application, etc.

Compared to market hype, the application of AI Agent in actual data analysis is more valuable. Taking Trump's coming to power in early 2024 (January 20) as an example, by analyzing data on the chain and in the market, Analyze whether there are other reasons for Trump's change in attitude toward encryption besides winning the election, including cooperation and requirements with other consortiums, to predict his future implementation of encryption promises.

The logic of AI itself requires data and guidance, and blockchain has the natural advantage of being transparent on the data chain. Therefore, judging from the trend, blockchain is the best breeding ground for the development of AI. The chain of AI Agent The opportunity is a Fomo guidance + value investment trend outlook, but it is undeniable that the Memecoin market hype of AI Agent also allows us to see the future of Blockchain + AI The hope of real application. The expected value of market hype at this stage mainly lies in the following five points:

AI16Z’s hype and continuous market pull, Fomo emotions affect the entire AI Agent. Market;

AI Agent's spontaneous iterative evolution transforms the evolution of projects from manual to automated;

Similar to AIXBT Twitter analyzes and judges market trends, allowing investors to obtain alternative opinions and perspectives. Judging from the quality and market recognition of the tweets sent, it is not lower than the KOL level;

Virtuals, which was launched last year, achieved great success through a similar play path to Pump.fun;

AI virtual humans and AI The work has opened up a new mature market in the non-cryptocurrency field. Today's spiritual leaders and image ambassadors are not completely equated with people, but can also be equated with "AI image products". The narrative of blockchain + AI will be more disruptive. benefit.

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 birth of recent hot events. DeSci (Decentralized Science) is a model that uses Web3 technology to build a fair and equal scientific research infrastructure, aiming to solve issues such as review, funding, intellectual property management, data transparency and review mechanisms in scientific research. It attempts to introduce the speculative nature of the currency circle 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 recently when Binance Labs invested and launched BIO Protocol. And CZ and Vitalik jointly participated in a DeSci-themed conference in Bangkok.Only offline meetings have brought this track back to market attention.

2.2 BioDAO Protocol

Source: bio.xyz< /p>

BIO Protocol is a curation and liquidity protocol in the decentralized science (DeSci) field. It was first invested by Binance Labs and aims to provide resources for scientific research projects. Support and promote scientific research and innovation.

The core components of the protocol include BioDAO, a curation system, an intellectual property tokenization and liquidity mechanism, and an incentive system. Through multiple rounds of auctions and airdrop programs, BIO Protocol has built a diverse and highly engaged community, laying the foundation for a decentralized biomedical research network.

Mainly raise funds 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.

The 7 sub-DAOs that have been launched include:

VITA (VitaDAO): Focus on early stage Longevity scientific research, has received investment from Pfizer, co-founder Paul Kohlhaas is the initiator and white paper author of VitaDAO;

ATH (AthenaDAO): Focusing on research and drug development for women’s reproductive health;

GROW (ValleyDAO): Decentralization focusing on anti-aging drugs and longevity projects Community governance platform;

PSY (PsyDAO): Focusing on psychedelic scientific research, it has completed the first round of token sales in November 2024, raising 200 US$10,000;

HAIR (HairDAO): Dedicated to solving the problem of hair loss, it has launched Follicool shampoo, priced at US$49.95 per bottle, and buyers canObtain 1 million POO tokens;

CRYO (CryoDAO): Promote research in the field of cryopreservation;

NEURON (CerebrumDAO): Dedicated to brain health research, has raised more than $1.5 million.

The 3 sub-DAOs under development include:

Long Covid Labs: Focus on the long term of the new crown epidemic Research on sequelae;

QuantumBioDAO: dedicated to quantum biology research;

Curetopia: focused Research on genetic diseases.

2.3 PumpScience

Solana ecological DeSci platform Molecule DAO is a Meme launch platform launched at the Solana Breakpoint 2024 conference. Pump.science will issue representatives on Pump.fun Meme tokens of medicines, and their related concept tokens are:

RIF: Rifampicin (Rifampicin ), "Rifampicin is an antibiotic that has attracted attention for its surprising effects on aging. Rifampicin has been shown to be effective in microorganisms such as Caenorhabditis elegans, a model organism often used in aging research. Activates cells' natural defense mechanisms to resist stress and damage. Think of it as a 'cell coach', encouraging cells to stay healthy and resilient by protecting them from harmful oxidative stress and maintaining intracellular protein quality. These protective effects help the worms live longer and healthier lives."

URO: Urolithin A, "This is a compound that your body produces when you eat foods rich in ellagitannins, such as pomegranates. The compound urolithin A is produced. What's special about it is that it does a "spring cleaning" of your cells. It helps remove old, dysfunctional mitochondria (the energy factories of your cells), allowing fresh, healthy ones to thrive. This process is called mitophagy, which studies show can extend the lifespan of C. elegans because it makes cells more efficient and more efficient.Be energetic. ”

TRACKEDBIO: "One of the 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 Human Impact, we are committed to streamlining the drug development process, reducing costs and time to market while increasing the likelihood of clinical success. 》

2.4 Other related

Scihub: By @0xAA_Science The donated unofficial tokens are designed to provide support for open source scientific research paper websites. The direction of the tokens comes from the Sci-Hub shadow library and is only a community Meme token. Sci-Hub is a non-profit, non-profit academic website that provides free academic paper downloads. In addition to resources such as Google Scholar, Sci-Hub, LibGen and PubMed, it also integrates a series of other Chinese and English academic resources that are publicly available on the Internet. , you can search and download foreign literature, patents, books and other academic materials for free in one stop.

ANTI- Antitoken and PRO-Protoken: The two are a pair of quantum entanglement combination tokens, which respectively express the support and opposition attitude towards Meme Token. They are determined by the algorithm. Founded by @sshmatrix_, an engineer and mathematical physics expert, 1 $ANTI= 1$PRO rises and falls together.

WORM: The first on-chain digital brain, leveraging artificial intelligence by deploying its biological neural network on the chain, enabling it to make self-informed decisions Create a C. elegans-inspired neural network with 302 neurons and execute permanently on-chain.

GENOME: Gene digitization project focused on secure, private and auditable monetization of genomic data using DeFi. GENE tokens are used for payment for whole genome sequencing and as an incentive for queries using their encrypted DNA data vault.

GALEON: GALEON represents a pioneering approach within healthcare to harness the power of blockchain technology to revolutionize electronic health records (EHRs) ) management and use. At its core, it is designed to improve patient care and management in hospitals and around the world through an innovative EHR system. This system isn't just about storing patient data; it's about making that data contribute to improved health care outcomes.

DRUGS: Big Pharmai is a medical and pharmaceutical Meme coin with the vision of subverting "Big Pharma", those large pharmaceutical companies with significant influence and market share globally.

RSC:ResearchHub is a tokenized social network that rewards scientists for sharing academic 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 ResearchHub will be rewarded with the cryptocurrency ResearchCoin (RSC). Once earned, RSC allows users to create bounties that reward other scientists for completing research-related tasks.

Conclusion: Can the narrative of AI Agent and DeSci last through the new year

Looking at the current market, the integrity of DeSci and AI Agent is still dominated by Meme driven, but its fundamental properties are different from other Meme logic.

The fundamentals are different from other Meme:

Compared with pure zoos and the Internet Meme of hot memes and hot events, AI Agent is the only hype with technical support. With the weakening of traditional finance and the Internet, everyone will shift more attention to blockchain and AI, AI Agent and DeSci The operation of the Kangbo cycle, which is more in line with the commodity economy, and the narrative ability require more "technology";

The difference between breaking the circle from the inside and breaking the circle from the outside:< /p>

DeSci needs to break out of the circle in terms of attributes. The influence comes from a specific influential "person". It is difficult to sustain the flow of the circle alone. There is a greater need for real people outside the circle with "scientific research" attributes; AI Agent It is necessary to break the circle internally, and "usable", "fun" and "valuable" are the core of market buying;

The growth logic of the leading effect is different:

The growth logic of the leading effect is different:

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At present, the DeSci track has not yet emerged as 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, DeSciThe growth needs to be driven by projects like BIO Protocol invested by Binance, and AI Agent needs to iterate its own interesting gameplay.

Compared with the two, AI Agent focuses on the trend outlook of value investment in blockchain + AI, which is in line with the expectations of market technology development and has stronger prospects. circle potential; and DeSci has benefited from the joint discussions between CZ and Vitalik, Binance Labs’ investment in BIO Protocol, and the DeSci project AmionChain led by a16z. In an environment of insufficient market innovation, although AI and DeSci are not concepts that 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.