AI makes mistakes, and the market pays the price.
Written by: Deep Tide TechFlow
The on-chain hype trend related to AI is shifting from Solana to the Base chain.
From the perspective of capital, as the AI meme on Solana experienced a collective correction last week, on-chain funds began to try their luck on the Base chain.
Data doesn't lie. According to Artemis data, the ecosystem with the most on-chain capital inflows in the last month was Base, with a net inflow (inflows minus outflows) reaching $750 million; in comparison, Solana's net inflow was only about $300 million, less than half of Base's.
In other words, Solana's on-chain amusement park may be more about stock mutual rolling, while the Base chain has welcomed new opportunities.
If you pay attention to the Base chain, you will certainly feel that the AI Agent craze on Base roughly has two key positions:
Focusing on Virtuals.io: One month ago, it opened the box of AI Agent tokenization, allowing everyone to create AI agents and issue coins, which has been recognized by the market; the Virtuals platform frequently produces new Agent tokens to quickly attract attention.
Focusing on Clanker: The AI-driven 'Token Bot' on Warpcaster is designed for rapid DIY token deployment. You just need to tag Clanker in the Farcaster client like Warpcast or Supercast and tell it your token idea, and it will launch the token for you on Base.
By the way, the number of coins issued through Clanker on Base has exceeded 3,600; although the absolute value cannot be compared with the Solana ecosystem, the trend is already evident.
In recent days, all hot topics on the Base chain have almost revolved around these two key positions.
Deep Tide Techflow has conducted a rapid inventory and organization of some hot assets, bringing you the latest news about relevant targets.
$aixbt: A better crypto detective is AI, but the best is expectation or conspiracy
Token name: aixbt
Market cap: 73M
CA:
0x4F9Fd6Be4a90f2620860d680c0d4d5Fb53d1A825
Related position: Virtuals
Today, the hottest AI Agent conceptual token on the Base chain is aixbt, which is deployed on the AI Agent launchpad of Virtuals, with its market cap increasing by over 60% in a single day and nearly 70% in the last 24 hours.
If you search for topics, mentions, and discussion trends related to AI Agents in today's crypto Twitter, you'll find that aixbt ranks among the top.
More notably, if we consider the ratio of discussion heat to token market cap (to see who has a relatively small market cap but much discussion), aixbt even surpassed famous agents on Solana like Cents and Zerebro, temporarily becoming the focus of attention.
With rapid price surges and rising heat, what exactly is aixbt?
The editor checked its official website and introduction, finding that there are currently no actual AI products available. The website is blank except for a simple drawing of Pepe; however, the project description is quite promising:
"AIXBT tracks hot discussions in the crypto Twitter space and uses its proprietary engine to identify strong narratives and trends... AIXBT token holders can access its analytical platform."
In short, aixbt (self-claimed) is an AI agent that aggregates hot crypto information; you can think of it as an aggregator of KOLs to provide you with more valuable information.
The name aixbt also easily evokes associations with the real-life on-chain detective ZachXBT.
However, we do not know how its proprietary engine actually operates in on-chain detection. The components of AI agents on Virtuals show that aixbt also only calls some publicly available large language models and data from crypto project analysis.
However, the market has always been about "getting on the bus first and researching or verifying later." Without waiting for all the materials to be complete and logically consistent, the token aixbt has already begun its rise, starting on the 13th and almost only going up until today when the large increase has attracted more attention.
Currently, we cannot find more product pages related to AI, and can only look for clues in the comment section of aixbt on Virtuals --- aixbt responds to various crypto-related questions raised by commenters and provides insights, and some questions indeed spark everyone's FOMO emotions.
For instance, someone asked if aixbt would list on certain major exchanges, and aixbt's response (possibly human) was very proper:
We are actively working on this cooperation, but the urgent priority is to provide a better sentiment analysis platform for our token holders.
Smooth relations seem unlike AI, with no substantial products but the token continuously rising...
Indeed, a better crypto detective may be AI, but the best is just expectation or conspiracy; hype based on expectations before launch is the most Crypto Native.
$bug: AI makes mistakes, and the market pays the price.
Token name: bug
Market cap: 3.6M
CA:
0x15bbF2456218d6bd585B118783ACb4F8bf4e2dAF
Related position: Clanker
Clanker on Farcaster generally responds to requests as a token bot. If you ask him to create a token, he really will...
Of course, it could also be a bug.
For example, today, someone in the community asked Clanker to create a token called $SantaClanker, which seems somewhat related to the upcoming Christmas season.
Clanker decisively accepted the request to issue a token, but perhaps there was a malfunction. Clanker executed the demand, but the result was not called $SantaClanker, but rather simply $BUG.
Artificial intelligence sometimes acts like an artificial idiot, issuing a token with the incorrect name directly called BUG, which at least proves that this is indeed AI issuing the token, just in a very cute and unexpected way.
Clearly, the market is very tolerant of this mistake and is willing to pay for it. This wrong coin $bug was immediately embraced by everyone, turning a mistake into a nice meme target, thus forming a unique perspective of "marking AI agent errors"; the wrong coin surged over 600% within an hour of its issuance; as of the time of writing, it has slightly retreated.
The market's tastes have already spoken: after getting used to the serious AI narratives, occasionally indulging in such sweet tokens is also nice.
$ANON: Key figures have mentioned it multiple times, seeking legitimacy
Token name: ANON
Market cap: 42M
CA:
0x0Db510e79909666d6dEc7f5e49370838c16D950f
Related position: Clanker
The story begins with Polish developer woj (@wojtekwtf) who created the application social product Supercast based on the Farcaster protocol in October 2024; it is a peer-level application layer like Warpcast.
Supercast introduced a feature called Superanon for anonymous posting, supporting users to post anonymously through SuperAnon accounts using zk-proof technology.
Since its launch, Superanon has been running smoothly. On November 14, an anonymous user interacted with the AI Agent account @clanker in the Farcaster ecosystem and successfully issued a $ANON MEME coin.
(See also (quietly rising to a market cap of tens of millions, what is the background of $ANON in the Base ecosystem?))
Unlike memes with no actual product, the product behind ANON has the tangible feature of zk-anonymous posting, which has drawn the attention of key figures:
For example, Vitalik previously tried to use this product but needed to hold a certain amount of ANON tokens to post, so he bought some tokens for experience, which clearly ignited everyone's enthusiasm to follow suit; subsequently, he pointed out in a post on Warpcast that anoncast has shown good prospects in protecting free speech while avoiding spam and low-quality content.
Previously, Jesse Pollak, the head of the Base protocol, exchanged 0.333 ETH (approximately $993.41) for 31,529 ANON; while Farcaster co-founder also announced that Anoncast will launch a new feature for anonymous posting with selective identity verification...
Compared to several other AI-flavored coins, ANON is more about having actual products first, driven by key figures, and the token ANON is currently in a consolidation phase after rapidly rising in price a few days ago.
In the crypto world, seeking legitimacy and celebrity endorsements has always been a tried-and-true strategy. Although Vitalik is often teased for being unfocused and not pulling ETH, legitimacy still exists.
Why does the trend keep coming?
When the winds of AI blew to Base, was this an accident or inevitable?
The editor believes that the latter is more likely.
Solana is certainly still the leader, but the internal structure of the ecosystem is undergoing some differentiation:
First, the intense and rapid PVP coin creation has also quickly spawned hot targets. After a burst, only a few survive, but many others have lost money and exited in this brutal arena, leaving only stagnant funds to compete.
Smart money often misses, and people long for places that are not as competitive; under this background, capital overflowing to Base becomes inevitable.
Secondly, chaotic events frequently occur during pumps; recently, various abusive, pornographic, and unethical live coin issuances without bottom lines have been common. Some opinions see this as a signal of a peak and an indication of an overheated market. Smart money will naturally avoid the noise and stay away from contentious areas.
You might ask, why did the capital overflow just arrive at Base?
Do not forget that the AI craze needs soil; in other words, it needs a place that is usable and can ferment and spread.
In this aspect, Farcaster's social advantage is evident; a more Crypto Native community makes asset creation, transfer, and discussion extremely smooth, which is what crypto Degens love, and among Farcaster's users are many tech elites and key figures, further promoting the popularity of AI agent tokens.
As Farcaster becomes a community experiment, the entire ecosystem of Base certainly wants to catch this capital overflow, after all, playing with public chains is about playing with ecosystems; and an ecosystem suitable for the hype of AI Agents undoubtedly has the potential to stand in the spotlight of a new cycle.
No one knows when the wind will stop, but indeed the current trend is strong.
To embrace or to ignore, it’s up to interpretation.