This week, we focus on the following project dynamics:

ai16z system (ai16z, ELIZA, degenai)

  • Price Performance:
    ai16z market cap has risen to $940 million (+10%); ELIZA and degenai market caps have pulled back to $45 million and $48 million respectively.

  • Project Dynamics:

    1. Founder Shaw participated in multiple Dev Meetups and shared insights about the ai16z ecosystem and future plans (details: Interview with Shaw).

    2. Details of the ecosystem token economics will be announced soon.

  • Perspective:
    Continue to hold ELIZA and degenai firmly, awaiting the economic update on January 10, 2025, and confirmation of the lowercase eliza airdrop.

WORM

  • Price Performance:
    Market cap has pulled back to $21 million.

  • Project Dynamics:
    Released DeepWorm documentation, showcasing new possibilities of AI + DeSci (details: document link).

  • Perspective:
    Unique narrative, an innovative combination of AI + animal-themed meme + DeSci, continue to monitor project development.

DRUGS

  • Project Introduction:
    DRUGS disrupts the traditional medical drug industry, supported by several DeSci DAOs and BIO co-founder Paul, making it one of the largest DAO projects in the DeSci sector.

  • Reasons for Optimism:

    1. DAO organization binds multiple resources, with significant growth potential.

    2. BIO Protocol co-founder revealed plans to propose an airdrop of BIO tokens to the DRUGS community.

    3. daos.fun may announce content related to the DRUGS token.

  • Price Performance:
    Market cap has retraced from a high of $60 million to $23 million.

  • Contract Address:
    CX9YDTED9TWgVXVoFy8JL9gSSAEWcTv4mzjLSv17LQsj

Project89

  • Project Introduction:
    A cutting-edge alternative reality game (ARG) based on Solana, integrating AI-driven elements with real-world tasks, where players advance the story by collaborating with AI agents.

  • Reasons for Optimism:

    1. Combination of AI Agent + blockchain games, with significant market imagination space.

    2. Recognized by ai16z co-founder Shaw.

  • Price Performance:
    Market cap has pulled back from a high of $100 million to $24 million.

  • Contract Address:
    Bz4MhmVRQENiCou7ZpJ575wpjNFjBjVBSiVhuNg1pump