Original | Odaily Planet Daily (@OdailyChina)

Author | Asher (@Asher_ 0210)

Summary of Meme holdings last week

ai16z series (ai16z, ELIZA, degenai)

Price performance:

For the three projects of the ai16z series, ai16z, ELIZA, and degenai, according to GMGN data, after one week, ai16z has increased nearly 140% compared to last week's recommendation (from a market cap of $380 million to $900 million); ELIZA has increased 130% compared to last week's recommendation (from $31 million to $72 million); degenai's weekly increase is 26.8%.

Project dynamics:

1. The first Solana AI hackathon is now live, with the AI Agent main track supported by ai16z and the Solana Foundation.

The AI Agent main track is supported by ai16z and the Solana Foundation.

2. ai16z partner Shaw stated on December 10th on platform X that the AI agent pmairca is currently only engaged in automated trading but will soon conduct autonomous investments. He also mentioned that pmairca's goal is AGI (Artificial General Intelligence).

The AI agent pmairca will soon conduct autonomous investments.

3. The upcoming AI agent degenai and the 8% generated by the ai16z DAO fund will be used for repurchasing degenai. degenai is the only token on the whitelist of the foundation, indicating a prohibition on sale.

Current view:

As the market cap of ai16z surpasses $900 million, it is gaining more attention. However, the ai16z series ELIZA and degenai are considered to still be in the early stage. My personal conclusion: degenai's market cap ceiling will be limited by ai16z, but ELIZA will not. Eliza is not only an all-purpose agent but also has Meme attributes and even embodies the spirit totem of ElizaOS.

MAX

Price performance:

According to GMGN data, after one week, MAX has increased nearly sixfold compared to last week's recommendation (from a market cap of $2.2 million to $15 million);

Project dynamics:

1. The AI Agent Launchpad will be launched soon, and MAX holders will receive a whitelist for projects launched on the Launchpad to participate in early purchases.

MAX holders will receive a whitelist for projects launched on the Launchpad.

2. A prediction market has been launched, using MAX tokens to participate in predicting BTC trends at 5-minute intervals.

Current view:

The AI Agent Launchpad launched early this morning is a major event. Holding MAX will grant whitelist eligibility for projects launched on this Launchpad. MAX can be understood as a 'golden shovel'; as long as the launched projects generate profits, the price of the MAX token will continue to rise, forming a positive cycle. Currently, the project focuses on the platform launch time and project performance.

Others

In addition to the ai16z series and MAX, which were highlighted above and hold a relatively large position, during last week's sharp decline, I bought BAN based on a bottom-fishing Meme strategy with a market cap of around $100 million, currently at a slight loss. From yesterday's Meme rebound, it seems that on-chain 'hot money' is still concentrated on AI Meme-related concepts, so I do not plan to increase my position and will consider selling the majority of my holdings when BAN surges, focusing on AI Meme concepts and animal-themed Meme projects.

Focus list for this week

WORM

Project introduction: An AI project that allows human interaction with the biological brain on-chain. DeepWorm is not an LLM or AI model, but a real 'worm brain,' whose neural map is measured through biological research and supported by the trusted execution environment infrastructure of Marlin Protocol, Oyster TEE. The ultimate goal of DeepWorm is to achieve verifiable on-chain neural computation.

Reasons for optimism:

1. AI + DeSci + animal concept. DeepWorm not only pioneers the digital life track but also integrates narratives of artificial intelligence and decentralized science, and uses images as 'worms,' thus incorporating animal concepts.

2. Top-tier team strength. The core developers of DeepWorm come from the main team of @MarlinProtocol, and its open-source code repository can be viewed on GitHub (link: https://github.com/BrainsOnChain/DeepWorm). Additionally, DeepWorm was announced in a pinned tweet by @MarlinProtocol on the first day of the CTO's tenure, indicating a partnership with Worm.

3. Influential endorsements. Previously, BitMEX co-founder Arthur Hayes called out, 'WORM to a billy. (WORM is heading towards a $1 billion market cap).' Currently, its market cap has dropped over 50% since Arthur Hayes' call, making it worth a watch.

Arthur Hayes calls for WORM

Price performance: According to GMGN data, WORM's market cap dropped from a high of over $80 million to below $15 million, currently at $24 million.

Contract address:

DwDtUqBZJtbRpdjsFw3N7YKB5epocSru25BGcVhfcYtg

Cheems

Project introduction: Cheems initially launched on the zkSync mainnet and immediately conducted a 100% airdrop activity, with its market cap once rising to tens of millions of dollars. However, as enthusiasm declined, the market cap fell below one million dollars. After migrating to the BSC chain, Cheems performed well again. It can be said that Cheems is the best-performing Meme project in the BNB Chain ecosystem during this period.

Reasons for optimism:

1. The leader of Meme projects in the BNB Chain ecosystem. From the perspectives of market cap, community enthusiasm, etc., Cheems can be regarded as the leader of Meme projects in the BNB Chain ecosystem. With Binance listing Cheems, KOMA, and other Meme projects in the BNB Chain ecosystem, it may signify that a Meme craze is rising on the BNB Chain. While focusing on AI Meme concepts, having a small position in the leading Meme projects of the BNB Chain ecosystem is a good strategy.

2. The community atmosphere is good, and the price is strong. After experiencing a market cap drop to the range of $120 to $140 million on the day of the Binance 'mouse warehouse' incident, Cheems' price performance has been very resilient (which also prevented me from bottom-fishing at a $100 million market cap), and the community atmosphere is good under the leadership of large holders.

Price performance:

According to on-chain data, Cheems' market cap peaked above $280 million and is currently at $180 million.

Contract address:

0x0DF0587216a4a1bB7d5082fdc491d93d2dD4B413

Others

Following Coinbase's listing of the hippo MOODENG, it was announced yesterday that the squirrel PNUT will be listed, indicating that Coinbase is embracing Memes, especially animal-themed Memes. Therefore, aside from MOODENG and PNUT being listed on Coinbase, other leading animal-themed Meme projects are also worth paying attention to, as they may become the next projects to be listed on Coinbase. Specific animal-themed Meme projects worth focusing on include: FLOKI, BRETT, DOG, Neiro (for detailed analysis, see the article: After PEPE, which animal-themed Meme will hit a market cap of 10 billion?)

Previous focus list

Last week's Meme focus: BAN, MAX, with an additional 4 experienced insights

Introducing a method for slow-handed Meme rush: How to ambush the next surging coin after a major drop?