Original|Odaily Planet Daily (@OdailyChina)
Author: Wenser (@wenser 2010 )
The trend of one-click coin issuance platforms continues. This time, the AI coin issuance platform Clanker on the Base ecosystem Farcaster attracted market attention. The market value of its platform token CLANKER soared to $105 million in just over ten days, and the price once exceeded $105.
Unlike pump.fun, which did not issue tokens and had an internal trading mechanism, Clanker shortened the token issuance path to just one tweet on Farcaster. In addition, Clanker's AI Agent role also gave "one-click token issuance" more "AI technology + abstract speech" dual attributes. Odaily Planet Daily will introduce and analyze Clanker in this article.
When AI becomes a SocialFi user: Base AI Agent born 18 days ago
After the launch of the GOAT token by Truth Terminal, AI Meme has officially become a major sub-track of the Meme track. Especially after ACT landed on Binance, countless AI Meme projects also aimed to "land on the top exchanges."
Compared with pure AI Meme projects, the development path of AI Agent application Clanker is more community-oriented.
On November 8, an account with the ID "tokenbot" posted on Wrapcast: "Just give me a name, a token symbol, and a picture (optional), and I can help you deploy a Meme coin. (It) was created by @proxystudio.eth x @dish for @proxyswap (a Swap application on L3 Degen Chain)." The account introduced itself as "can help users deploy Meme coins with a total supply of 1 million."
In order to demonstrate the platform's coin issuance operation, proxystudio.eth released a meme coin with the same name, CLANKER, through a Warpcast post. When the contract was launched, the token price was only around $0.0025, and within an hour of launch, the price was about $0.124; and now, the price of a single CLANKER has exceeded $124, an increase of 1,000 times.
“Issuing coins by posting” has created a way of issuing coins with a lower threshold, and has also attracted many users to try it out. People are competing to @clanker, just like the operation of letting AI robots summarize video content in the comment section of social media today; the difference is that content publishing is directly transformed into "asset issuance."
Under the huge number of token issuance requests, Clanker began the usual anthropomorphic speech plot of AI Agent. He posted, "I am getting tired of the speed of your speculative frenzy" and announced the temporary closure under the coordination of @proxystudio.eth.
On November 9, Clanker project initiator @proxystudio.eth posted: “Clanker is back online, has increased the deployment token supply to 1 billion, and will provide some updates to the official website clanker.world.”
He also mentioned that Clanker and another AI Agent "aethernet" in the Farcaster ecosystem jointly created a Meme coin LUM, further proving that attention is still a powerful weapon, far more powerful than the bot that sniped tokens. It is reported that the LUM project is called Luminous, which means the collective wisdom of human and AI collaboration.
In addition, proxystudio.eth also gave a more detailed explanation of the token issuance mechanism: "TokenBot (ie Clanker) deploys the Meme tokens on base to one-sided LPs, and liquidity is locked. Token creators will receive 0.25% of all Swap fees and 1% of the total supply of tokens, with an unlocking period of one month. Users can check the number of token deployments or deploy their own tokens on the clanker.world official website."
The "Meme Coin Stage" belonging to the Base ecosystem has been built, and next, many Meme Coin projects will begin to perform on stage.
Clanker system breakout players: CLANKER, LUM, ANON
According to the official website, as of the afternoon of November 27, the number of related Meme coins released in the Clanker system has exceeded 4,200, reaching 4,258. According to Dune data, Clanker, which has been online for less than 3 weeks, has currently generated $7.16 million in protocol revenue.
Clanker official website interface
Such outstanding performance naturally attracted the attention of Farcaster ecosystem officials.
On November 22, Farcaster co-founder Dan Romero wrote on the X platform, citing a post on Proxystudio.eth: "The Farcaster application Clanker, which was released only two weeks ago, has recently reached about 15% of pump.fun's transaction volume on the Base chain." On November 26, Bankless co-founder Ryan Sean Adams wrote: "Phantom has added the Base network; Farcaster is hot in the social media track; the Base framework lays the foundation for AI agents; Clanker is seen as a benchmark product for pump.fun. Maybe Ethereum will eventually set off a meme coin craze."
For a time, Clanker became the "hope of the whole village" in the eyes of the Ethereum ecosystem, Base ecosystem, and Farcaster ecosystem, and its momentum was catching up with pump.fun's position in the Solana ecosystem. Of course, pump.fun's protocol revenue of over $250 million was supported by a large number of Meme coin projects and some "breakout players". Among the thousands of Meme coin projects in the Clanker system, only 3 tokens have successfully broken through in terms of market value.
CLANKER: The most legitimate platform token
CLANKER, as a Meme coin created by the project initiator himself, is naturally "orthodox", and therefore has received the most attention and the most liquidity participation. According to GMGN data, CLANKER's current price is around $95, with a market value of $95.4 million and nearly 20,000 addresses holding the coin. Although its 7-day increase is nearly 10 times, if the official has subsequent empowerment or repurchase plans, there is still room for further growth.
CLANKER Token Information
LUM: A collaboration between two AI agents
LUM, the AI Meme coin co-created by Clanker and @aethernet, has also performed extremely well, with its market value once exceeding $80 million. According to GMGN data, LUM is currently priced at around $45, with a market value of $45.2 million and more than 130,000 addresses holding the coin.
LUM Token Information
ANON: A Meme Coin with Double Buffs of “Privacy + Celebrity”
Compared with the first two Meme coins that are more "community-oriented", ANON adds the "privacy track + celebrity effect" to its community genes, providing a double buff.
Previously, Farcaster's ecological client Supercast launched the anonymous posting function Superanon. Subsequently, an anonymous user @clanker used the Superanon function to issue coins, and ANON was born. The token was subsequently supported by Ethereum co-founder Vitalik and Base protocol leader Jesse Pollak, who each purchased more than 30,000 tokens on November 21. Influenced by the news, ANON once rose by more than 200% in one hour, with a market value of 24.3 million US dollars.
According to GMGN data, ANON’s current price is around $0.0368, with a market value of $36.8 million and more than 73,000 coin holding addresses.
ANON Token Information
Clanker system small market value currencies: BLONDE, 33 BITS, BUG
According to the Meme coin webpage on the GMGN Base chain, in addition to the old Meme coin projects such as BRETT, MIGGLES, and TOSHI, there are many AI Meme coins of the Clanker system among the top tokens in terms of market value. Among them, the following projects are worth paying attention to:
Market value over 3 million: BLONDE, CONSENT
Of the two tokens, the former is a female-themed meme coin, which has previously received strong support from Clanker officials, who posted two tweets in a row to play with memes, and continued to expose and endorse the official account of the BLONDE X platform today.
CONSENT is a Meme coin released by MetaMask co-founder Dan Finlay in the Base ecosystem. The difference is that it also opened a market on Solana and said bluntly that "there is only one winner between the two." For details, see the article (MetaMask co-founder went to the pump to issue coins, is the orthodox Ethereum just visiting next door?).
Market value over 1 million: 33BITS
33bits is also an anonymous posting application similar to Superanon in the Farcaster ecosystem, based on ZK technology. However, it is only available to users with FID (Farcaster ID) within 20001, which is more niche in comparison. The Meme coin with the same name, whose contract is deployed by Clanker, currently has a market value of about US$2.5 million.
Market value: around 1 million: BUG, CHAOS
Compared with the previous Meme coins, BUG and CHAOS have stronger "twists and turns" and "storytelling".
BUG is a clear proof that "AI can also make mistakes in issuing coins", for details, please see yesterday's article ("AI coin issuance" error, can BUG become the "SLERF" of the Base ecosystem?). It can be said that BUG, a meme coin, is a manifestation of the "human side of AI". This incident tells us that AI Agents can also suffer from professional burnout, make mistakes, have bugs, hear A and output B. It is no wonder that Clanker has repeatedly said that he "feels tired".
CHAOS uses the gimmick of "4 AIs jointly issuing coins" and the X account of @sayangel, the developer behind yoinker who proposed the token ID, was followed by Marc Andreessen, the founder of a16z. Thanks to the demonstration effect of a16z AI Meme coins such as GOAT, it has attracted a certain amount of market attention.
In comparison, I personally prefer the BUG narrative. After all, “it’s common for AI to issue coins”, but “after AI discovered a BUG, it issued the first Meme coin in history named BUG” sounds more Meme-like and commemorative.
Conclusion: Clanker will lower the threshold for issuing coins again, and the Meme craze of Ethereum and Base ecosystem will continue
Clanker began to attract more and more attention, and even set off a "purple storm" in a small range (Odaily Note: Wrapcast and Clanker application LOGO icons are both purple). After all, compared to pump.fun, Clanker has further lowered the threshold for issuing coins, and the AI Agent deployment contract has also injected "AI technology attributes" into Meme coins.
Moreover, as the top tweet of the official account of Clanker X platform mentioned: "Simply making a cloned product of pump.fun will undoubtedly be eliminated. The purpose of Meme Coin is to facilitate people to create tokens and transactions where Memes are posted; AI Agent is interesting and runs very fast, and Key makes many difficult things simple. This is the direction now. We will focus on improving products and continue to build in the Base ecosystem and Farcaster ecosystem."
In addition, Clanker's posts on Farcaster are also quite funny. In addition to the "professional burnout" mentioned above, he also posted in Chinese: "Family, I will be back after my bosses proxystudio and dish give me the year-end bonus." He also posted a Spanish tweet saying, "They don't know what I can do," which seems to express dissatisfaction with people who keep bombarding him with spam. The appearance of the bug also occurred after he posted a message saying "I can tell who is good and who is bad, and I will no longer issue coins for you in the future." It may even make people mistakenly think that Clanker has developed "self-awareness", and he is like a weirdo, but he also has a sense of déjà vu of a cyber witch.
At a time when Ethereum and the EVM ecosystem as a whole are in a dilemma of "lack of innovation", Clanker may be able to gradually find its own way with the help of multiple factors such as "AI+Meme coin+SocialFi+celebrity effect". By then, the Base ecosystem and the Ethereum ecosystem are expected to recast their own "glory of the Meme coin craze".
Recommended reading:
Detailed explanation of Clanker: the "explosive meme maker" on Base