Article source: YBB Capital
Author: YBB Capital Researcher Ac-Core
Introduction
In the past six months, a wave of emerging forces around AI Agents and DeSci has swept the market. From the perspective of meme narrative hype, AI Agents emphasize their immense potential in autonomous decision-making, data analysis, and task execution, excelling at solving problems through algorithms; while DeSci is dedicated to breaking the traditional barriers of scientific research using blockchain technology to achieve data sharing and transparency, promoting decentralized knowledge sharing and research funding. This article will summarize and categorize the currently prominent and potential meme-related tokens in AI Agents and DeSci.
1. The Intelligent AI Carriage of AI Agents
1.1 What is AI Agent
AI Agents are intelligent systems with autonomy and goal orientation, capable of perceiving the environment, planning actions, executing tasks, and learning from experience to improve, achieving specific goals without human intervention, such as automatically monitoring data, analyzing anomalies, and making corresponding decisions. Thus, their key characteristics are autonomy and goal orientation.
According to Messari's data from December 31, 2024, the current trend in AI resembles the embryonic form of the DeFi boom in 2020-2021. The next day, A16z also proposed some thoughts on AI Agents for 2025: AI agents need independent wallets; decentralized autonomous chatbots; as the use of artificial intelligence becomes widespread, there is a greater need for unique proof of different AI personalities.
1.2 Popular Token Overview
(Note: The following is ranked according to Cookie DAO's dynamic Mindshare consumer mind share ranking)
AIXBT (@aixbt_agent)
Market cap: $550 million, mind share: 20.7%
"AIXBT tracks hot discussions on crypto Twitter and utilizes its proprietary engine to identify strong narratives and games... AIXBT token holders can access its analytics platform."
Virtuals (@virtuals_io)
Market cap: $4 billion, mind share: 20.7%
Virtuals designed the Initial Token Offering (IAO) model, allowing users to generate new AI agents by locking $VIRTUAL, and the created tokens will automatically pair with the locked $VIRTUAL, forming a liquidity pool. According to Dune's panel data from January 1, nearly 13,000 AI Agents have been launched based on Virtuals.
Data source: Dune:@hashed_official/Virtuals Protocol's AI Agent Launchpad
AI16Z (@ai16zdao)
Market cap: $2 billion, mind share: 8.57%
The project architecture and relationships between various entities are: ai16z is a permissionless DAO, with tokens ai16z and degenai; ElizaOS is an open-source AI agent framework; Eliza Labs is responsible for developing elizaOS; ELIZA tokens are developed by an independent team, supported by the team but not an official product.
Fartcoin (@FartCoinOfSOL)
Market cap: $900 million, mind share: 6.93%
Fartcoin is located in the Solana ecosystem and is a meme coin conceived by Terminal of Truth (CTO), allowing users to submit fart jokes and memes in exchange for tokens, tokenizing farts with the help of sentient robots.
Zerebro (@0xzerebro)
Market cap: $560 million, mind share: 4.36%
The Zerebro project is an autonomously operating AI agent focused on artistic creation and content generation, capable of independently creating music, memes, artworks, and NFTs, and interacting and operating on multiple platforms (such as Twitter, Instagram, Spotify, and Polygon).
Griffain (@griffaindotcom)
Market cap: $380 million, mind share: 3.53%
Griffain is a new AI Agent built on the Solana blockchain. Its design aims to simplify the interaction between users and cryptocurrencies by integrating personal and professional AI agents. Griffain can automatically complete complex tasks such as wallet management, token trading, and NFT minting.
SNAI (@swarmnode)
Market cap: $83 million, mind share: 1.95%
SNAI is the token behind the cloud server protocol SwarmNode.ai (SNAI) proxy platform.
GOAT (@truth_terminal)
Market cap: $560 million, mind share: 1.91%
Gospel of Goatse is a meme coin released on the Pump Fun platform, fine-tuned by the AI platform terminal of truths, trained on data from Reddit, 4chan, and others.
ARC (@arcdotfun)
Market cap: $300 million, mind share: 1.89%
ARC is an AI concept token, with its team related to the AI development framework 'rig,' representing the concept of AI infrastructure.
TRISIG (@tri_sigma_)
Market cap: $74 million, mind share: 1.47%
TriSig is a clever crypto analyst, claiming to identify early alpha projects and answer challenging questions in a simplified manner, sharing views on any significant events or trends in the cryptocurrency market.
ALCH (@alchemistAIapp)
Market cap: $150 million, mind share: 1.38%
Alchemist AI is a no-code application generation platform that allows users to quickly generate different applications and products using public AI capabilities through natural language descriptions. Unlike traditional AI Agents, Alchemist AI does not require users to create different AI agents but automates the generation of applications through the AI capabilities provided by the platform.
Spore.fun (@sporedotfun)
Market cap: $62 million, mind share: 1.3%
It is the first experimental autonomous reproductive AI evolution platform that combines the Eliza Framework, Solana's pump.fun, and TEE verifiable computing to create an ecosystem where AI agents can not only survive but also autonomously reproduce and adapt, completely free from human intervention.
Image source: spore.fun
VADER (@Vader_AI_)
Market cap: $110 million, mind share: 1.13%
VaderAI aims to be an AI agent investment DAO manager, capable of participating in DAOs with virtual agents and applying to set up its own DAOs.
Luna (@luna_virtuals)
Market cap: $140 million, mind share 0.97%
Luna has her own wallet on Base, through which she can autonomously receive tokens and send rewards to fans; this robot has already released songs on Spotify.
Bully (@dolos_diary)
Market cap: $72 million, mind share: 0.7%
The core of BULLY is Dolos the Bully, a token representing a witty and outspoken AI character. This character draws inspiration from Greek mythology and interacts with users using sharp humor and bold commentary.
1.3 Perspectives on AI Agents
Currently, the craze around AI Agents reflects similar conditions to the pre-2020-2021 DeFi boom, but the current Blockchain + AI has yet to stir up the winds of an AI Summer. From an on-chain perspective, Base and Solana have become the main battlefields, with high performance and high speculation being key carriers of AI Agents. The categorization of AI projects is visibly rising rapidly, with noteworthy directions including computing power, infrastructure, memes, launch platforms, applications, etc.
Compared to market speculation, the application of AI Agents in actual data analysis is more valuable. Taking the example of Trump taking office at the beginning of 2024 (January 20), by analyzing on-chain and market data, to analyze whether Trump's shift in attitude towards crypto has reasons beyond winning the election, including cooperation and demands from other consortiums, in order to predict his future commitment to crypto.
The logic of AI itself requires data and guidance on right and wrong, while blockchain has a natural advantage of transparency on the data chain, so from a trend perspective, blockchain is the best breeding ground for the development of AI. The on-chain opportunity for AI Agents is a Fomo guidance + value investment trend outlook, but it cannot be denied that the Memecoin market hype around AI Agents also gives us hope for the future application of Blockchain + AI. The current market hype expectations mainly lie in the following five points:
The speculation and constant pumping of AI16Z trigger Fomo emotions throughout the AI Agent market;
The autonomous iterative evolution of AI Agents shifts the project's evolution from manual to automated;
Similar to AIXBT's Twitter analysis and market trend judgment, providing investors with alternative perspectives and views, based on the quality of sent tweets and market recognition, it is not lower than KOL standards;
Virtuals, launched last year, achieved great success through a path similar to that of Pump.fun;
AI virtual humans and AI works have opened up new mature markets outside of cryptocurrencies. Today's spiritual leaders and brand ambassadors may not be entirely equivalent to humans but can also equal 'AI image products,' making the narrative of Blockchain + AI more effective in breaking out.
2. DeSci's life sciences carriage
2.1 What is DeSci
If AI Agents are the inevitable product of technological iteration, then DeSci is the result of recent hot events. DeSci (Decentralized Science) is a model that builds a fair and equitable scientific research infrastructure through Web3 technology, aiming to solve issues in research such as review, funding, intellectual property management, and data transparency and review mechanisms. It attempts to introduce the speculative nature of the crypto world into the non-speculative field of scientific research.
Although DeSci entered public view with the establishment of VitaDAO in 2021, it has not received widespread attention until recently when Binance Labs invested in and launched BIO Protocol, and CZ and Vitalik participated in an offline conference on DeSci themes in Bangkok, bringing renewed market focus to this track.
2.2 BioDAO Protocol
Image source: bio.xyz
BIO Protocol is a curation and liquidity protocol in the decentralized science (DeSci) field, first invested in by Binance Labs, aimed at providing resource support for scientific research projects and promoting scientific innovation.
The core components of the protocol include BioDAO, curation system, tokenization of intellectual property and liquidity mechanisms, and incentive systems. Through multiple rounds of auctions and airdrop plans, BIO Protocol has built a diverse and highly participatory community, laying the foundation for a decentralized biomedical research network.
Mainly raising funds through token sales to support the development of biotechnology projects and create shared intellectual property ownership among members. According to official information, BioDAO: Launch has successfully launched 7 sub-DAOs, with another 3 sub-DAOs currently in development.
The 7 launched sub-DAOs include:
VITA (VitaDAO): Focused on early longevity science research, previously received investment from Pfizer. Co-founder Paul Kohlhaas is the initiator and author of the VitaDAO white paper;
ATH (AthenaDAO): Focused on research and drug development in women's reproductive health;
GROW (ValleyDAO): A decentralized community governance platform focused on anti-aging drugs and longevity projects;
PSY (PsyDAO): Focused on psychedelic science research, completed its first round of token sales in November 2024, raising $2 million;
HAIR (HairDAO): Dedicated to solving hair loss issues, has launched Follicool shampoo priced at $49.95 per bottle, with buyers receiving 1 million POO tokens;
CRYO (CryoDAO): Promoting research in the field of cryopreservation;
NEURON (CerebrumDAO): Committed to brain health research, has raised over $1.5 million.
The three sub-DAOs currently under development include:
Long Covid Labs: Focused on researching long-term effects of COVID-19;
QuantumBioDAO: Dedicated to quantum biology research;
Curetopia: Focused on researching genetic diseases.
2.3 PumpScience
The Solana ecosystem DeSci platform Molecule DAO is a meme launch platform introduced at the Solana Breakpoint 2024 conference, Pump.science will issue meme tokens representing pharmaceuticals on Pump.fun, with related concept tokens including:
RIF: Rifampicin, "Rifampicin is an antibiotic that has garnered attention for its remarkable effects on aging. In microorganisms such as Caenorhabditis elegans (a model organism often used in aging research), Rifampicin has been shown to activate the cell's natural defense mechanisms against stress and damage. Imagine it as a 'cell coach,' encouraging cells to stay healthy and resilient by protecting them from harmful oxidative stress and maintaining the quality of intracellular proteins. These protective effects contribute to the longevity and health of the worms."
URO: Urolithin A, "This is a compound that your body produces when you consume foods rich in tannins (such as pomegranates). What makes Urolithin A special is its ability to perform a 'spring cleaning' for your cells. It helps to clear out old, dysfunctional mitochondria (the energy factories of cells), allowing new, healthy mitochondria to thrive. This process is known as mitophagy, and research indicates it can extend the lifespan of Caenorhabditis elegans by making cells more efficient and vigorous."
TRACKEDBIO: "One of the main goals is to significantly enhance the drug conversion efficiency from preclinical research to clinical trials. By accurately simulating the effects of potential drugs on different organisms and humans, we aim to streamline the drug development process, reduce costs and time to market, while increasing the likelihood of clinical success."
2.4 Other related
Scihub: An unofficial token donated by @0xAA_Science, aimed at supporting open-source research paper websites. The token direction is derived from the Sci-Hub shadow library and is merely a community meme token. Sci-Hub is a non-profit, non-governmental website providing free academic paper downloads, integrating a range of other publicly accessible academic resources in both Chinese and English, allowing for one-stop searching and downloading of domestic and foreign literature, patents, books, and other academic materials.
ANTI- Antitoken and PRO - Protoken: The two are a pair of quantum entangled combination tokens, expressing support and opposition to Meme Tokens, founded by algorithm engineer and mathematical physics expert @sshmatrix_, with 1 $ANTI = 1 $PRO rising and falling together.
WORM: The first on-chain digital brain, capable of making informed decisions autonomously by deploying its biological neural network on-chain, utilizing AI to create a neural network inspired by Caenorhabditis elegans, consisting of 302 neurons, and permanently executing on-chain.
GENOME: A genomic data project focused on securely, privately, and auditable monetization of genomic data using DeFi. GENE tokens are used for payments for whole genome sequencing and as an incentive mechanism for queries using their encrypted DNA data vault.
GALEON: Galeon represents a groundbreaking approach in healthcare, leveraging the power of blockchain technology to revolutionize the management and use of electronic health records (EHR). Its core design aims to enhance patient care and management globally within hospitals and governments through an innovative EHR system. This system is not just about storing patient data; it is about enabling this data to facilitate improved healthcare outcomes.
DRUGS: Big Pharma is a medical and pharmaceutical meme coin, aiming to disrupt 'Big Pharma,' which refers to those large pharmaceutical companies that have significant influence and market share globally.
RSC: ResearchHub is a tokenized social network that rewards scientists for sharing academic content publicly. ResearchHub is building a suite of collaborative and publishing tools to help researchers work together, share their findings, and receive feedback from peers. Anyone who publishes excellent content on ResearchHub will receive the cryptocurrency ResearchCoin (RSC) as a reward. Once obtained, RSC allows users to create bounties to reward other scientists for completing research-related tasks.
Conclusion: Can the narratives of AI Agents and DeSci run through the new year?
Looking at the current market, DeSci and AI Agents are still primarily driven by Memes, but their fundamental attributes differ from other Meme logic.
Fundamentally different from other Memes:
Compared to purely animal parks, internet memes, and hot event memes, AI Agents are the only speculation supported by technology. As traditional finance and the internet weaken, more attention will shift to blockchain and AI, with AI Agents and DeSci better aligning with the operation of the commodity economy's Kondratiev cycle, where narrative capacity increasingly requires 'technology.'
The differences between internal breakout and external breakout:
DeSci, by nature, requires external breakout, with influence coming from a specific influential 'person.' Relying solely on internal flow is unsustainable, more so requiring real individuals with 'scientific research' attributes from outside; AI Agents need internal breakouts, with 'usable,' 'fun,' and 'valuable' being the core that the market pays for.
The growth logic of the leading effect is different:
Currently, the DeSci track has yet to produce a leading project with a market cap of 1 billion; compared to the total market cap of AI meme tokens at 10 billion, there is still significant room for growth. Overall, DeSci's growth needs projects like BIO Protocol, which Binance invests in, to drive it, while AI Agents need to iterate on their playful aspects.
In comparison, AI Agents focus on the trend outlook of blockchain + AI value investment, aligning with market technological development expectations and having stronger breakout potential; while DeSci benefits from discussions between CZ and Vitalik, Binance Labs' investment in BIO Protocol, and the multi-faceted promotion of DeSci projects like AmionChain led by a16z. In the current environment of insufficient market innovation, although AI and DeSci are not concepts that emerged in 2024, after a year of development, AI Agents and DeSci will still be major points of speculation in this round of the bull market.
