Original | Odaily Planet Daily (@OdailyChina)

Author | Asher (@Asher_ 0210 )

Last Week's Meme Summary

ai16z系（ai16z, ELIZA, degenai）

Price performance:

For the three projects of the ai16z series, according to GMGN data, after a week, ai16z rose by about 10% compared with last week’s recommendation (market value increased from US$850 million to US$940 million); ELIZA and degenai both showed a significant pullback. Currently, the market value of ELIZA is temporarily reported at US$45 million, and the market value of degenai is temporarily reported at US$48 million.

Project dynamics:

1. This week, Shaw participated in offline Dev Meetups in Shanghai, Beijing, and Hong Kong. He was interviewed by Odaily Planet Daily in Shanghai, sharing the latest developments of ai16z, degenai, and the deep cooperation project ELIZA, as well as the impact of the AI ​​sector on Web3 in 2025 (click here to view the full text: Exclusive interview with ai16z founder Shaw: How the Eliza framework, DAO innovation, and AI will reshape the future of Web3);

2. Integrate ai16z ecosystem token economics and more details will be announced in the near future.

Integrate ai16z ecosystem token economics

Current Views:

Firmly hold ELIZA and degenai, and continue to wait for the AI ​​agent pmairca to make independent investments, the launch of degenai's artificial intelligence agent, and the update of token economics after the ELIZA airdrop address to lowercase eliza is confirmed on January 10, 2025.

Eliza airdrops must be confirmed before January 10th

WORM

Price performance:

According to GMGN data, after a week, MAX has experienced a certain degree of correction compared to last week’s recommended price (the market value dropped from US$28 million to US$21 million).

Project News:

1. The team officially released the DeepWorm documentation (full text link: https://docs.deepworm.xyz/deepworm). WORM is not only a "brain on the chain", but also a framework that combines digital biology and blockchain technology, bringing new possibilities of "intelligence" and "life" to the decentralized world.

Current Views:

A small loss, but continue to hold. WORM narrative is unique (AI + animal meme + DeSci). Currently in the early stages of the project, full of expectations for its development.

MAX

Price performance:

According to GMGN data, after a week, MAX's price has significantly fallen compared to last week (the market value has dropped from US$20 million to US$10 million).

Project News:

It launched MAX token staking to obtain the initial share of its AI Agent issuance platform tokens, but the subsequent first issued project RACKS failed due to factors such as the emergence of sniper robots, and the refund process has now been initiated.

RACKS Project Refund Instructions

Current Views:

All positions have been cleared so far, with a comprehensive return of nearly 3 times. If a hot-selling project appears on its issuance platform or the market value of MAX falls below 5 million US dollars, we may consider re-opening positions.

This week's focus list

DRUGS

Project Introduction:

DRUGS aims to subvert the monopoly business model of traditional large pharmaceutical companies. Since its inception, the project has received widespread support from the BIO ecosystem, including Pump Science, other BIO-related DeSci DAOs, and BIO co-founder Paul himself.

Reasons for optimism:

1. DRUGS is similar to ai16z DAO, the largest Dao organization in the DeSci sector. Different DeSci project parties will donate to the Big Pharmai treasury to get support from DRUGS. Therefore, as the DeSci sector becomes popular, there may be a steady stream of DeSci project parties binding with it, and there is a large room for market value growth;

2. Paul Kohlhaas, co-founder and CEO of BIO Protocol, previously responded on the X platform, proposing to airdrop BIO tokens to communities such as Big Pharmai (DRUGS), and Paul Kohlhaas frequently interacted with Anthony Fauccai, the founder of Big Pharmai;

3. daos.fun may announce content related to DRUGS tokens.

Price performance:

According to GMGN data, DRUGS's market value has peaked at $60 million and is currently valued at $23 million.

Contract address:

CX9YDTED9TWgVXVoFy8JL9gSSAEWcTv4mzjLSv17LQsj

Project89

Project Introduction:

Project89 is a cutting-edge alternative reality game (ARG) based on Solana that combines AI-driven gameplay with real-world elements to create an immersive story experience that blurs the line between virtual and real. Players shape this evolving world by completing missions and team challenges, while AI agents autonomously generate missions. Players' creativity and strategy are combined with AI's narrative capabilities to form an evolving gaming experience.

Reasons for optimism:

1. The combination of AI Agent concept and blockchain games gives the market more room for imagination;

2. Obtain the attention and recognition of ai16z co-founder Shaw;

Price performance:

According to GMGN data, Project89's market value briefly exceeded US$100 million at its peak and is currently worth US$24 million.

Contract address:

Bz4MhmVRQENiCou7ZpJ575wpjNFjBjVBSiVhuNg1pump