Last Week's Meme Summary

ai16z Theme ($ai16z, $ELIZA, $degenai)

  • Price performance：
    According to GMGN data:

    • $ai16z: Up nearly 140% in a week (market cap increased from $380M to $900M).

    • $ELIZA: Up nearly 130% in a week (market cap increased from $31m to $72m).

    • $degenai: up 26.8% in one week.

  • Project News:

    1. AI Agent Main Track

      • Supported by ai16z and the Solana Foundation, the first Solana AI Hackathon is now live.

    2. Independent investment planning

      • On December 10, ai16z partner Shaw posted on the X platform, revealing that the AI ​​agent $pmairca will engage in autonomous investment in the future, with the goal of AGI (artificial general intelligence).

    3. Token buyback mechanism

      • $degenai will be repurchased through 8% of the proceeds of the ai16z DAO fund. The token is one of the foundation's whitelisted projects and is prohibited from being sold.

  • Personal opinion:

    • $ai16z has received widespread attention, but $ELIZA and $degenai are still in their early stages.

    • $ELIZA has higher potential. It is not only an all-round agent, but also a totem project with Meme attributes.

$MAX

  • Price performance:

    • That’s an almost 6x increase in one week (market cap from $2.2 million to $15 million).

  • Project News:

    1. Launch AI Agent Launchpad

      • $MAX holders receive early whitelisting access to Launchpad projects.

    2. Prediction Market

      • $MAX has launched a 5-minute interval BTC trend prediction market.

  • Personal opinion:

    • AI Agent Launchpad is the key. $MAX is like a "golden shovel" and may continue to rise with the performance of the online projects.

    • It is recommended to pay attention to the launch time and revenue of subsequent projects on the Launchpad platform.

This week's focus list

1. WORM

  • Project Introduction：
    DeepWorm is an on-chain AI project based on biological brain interaction, supported by Marlin Protocol.On-chain neural computing。

  • Reasons for optimism:

    1. Multi-concept fusion

      • AI, DeSci (decentralized science) + animal-related meme narratives are unique.

    2. Team Strength

      • The developers are from the @MarlinProtocol main team, and the GitHub open source code library is transparent and reliable (view the code).

    3. Celebrity endorsements

      • BitMEX co-founder Arthur Hayes once called out: "WORM to a billy" (target market value of US$1 billion). The current market value is more than 50% lower than when he called out.

  • Price performance:

    • The market value peaked at $80 million, fell to a low of $15 million, and is currently $24 million.

  • Contract Address：
    DwDtUqBZJtbRpdjsFw3N7YKB5epocSru25BGcVhfcYtg

2. Cheems

  • Project Introduction：
    Cheems was initially airdropped on zkSync and later migrated to the BSC chain.BNB Chain Ecosystem Meme Project Leader。

  • Reasons for optimism:

    1. Ecological heat

      • With Binance launching Cheems, KOMA, etc., the BNB Chain Meme craze may continue.

    2. Community Power

      • After the Binance "insider trading" incident, prices remained strong and large investors promoted a good community atmosphere.

  • Price performance:

    • The market value peaked at $280 million and is currently $180 million.

  • Contract Address：
    0x0DF0587216a4a1bB7d5082fdc491d93d2dD4B413

Other viewing directions

  1. Coinbase Animal Meme Craze:

    • Yesterday, the squirrel $PNUT was launched. Following the hippopotamus $MOODENG, it continues to develop animal-related memes. It is recommended to pay attention to:

      • Head projects such as $FLOKI, $BRETT, $DOG, $Neiro, etc.

  2. BNB Chain Animal Meme Project:

    • It is recommended to ambush a small number of leading projects such as Cheems, and focus on the direction of AI Meme.