Author: TechFlow
The AI-related on-chain hype trend is shifting from Solana to the Base chain.
From a funding perspective, as the AI memes on Solana collectively experienced a pullback last week, on-chain funds began to eagerly try on the Base chain.
Data doesn’t lie. According to Artemis data, the ecosystem with the most on-chain capital inflow in the past month is Base, with a net capital inflow (inflow minus outflow) of US$750 million. In contrast, Solana’s net capital inflow is only about US$300 million, less than half of Base.
In other words, Solana’s on-chain amusement park may be more about the mutual rollup of existing assets, while the Base chain has ushered in new opportunities.
If you pay attention to the Base chain, you will definitely feel that the AI Agent craze on Base has two key positions:
About Virtuals. io: The Pandora’s box of AI Agent tokenization was opened one month ago, and the gameplay that anyone can create AI agents and issue tokens has been recognized by the market; the Virtuals platform can always launch new Agent tokens from time to time to quickly attract attention.
Clanker: An AI-powered "Token Bot" on Warpcast, designed for fast DIY token deployment. Simply tag Clanker on a Farcaster client like Warpcast or Supercast, tell it your token idea, and it will launch your token for you on Base.
By the way, the number of coins issued on Base through Clanker has exceeded 3,600. The absolute value cannot be compared with the Solana ecosystem, but the trend has already emerged.
In recent days, all the Base chain hot spots have almost revolved around these two key positions.
Techflow has quickly reviewed and organized some popular assets to help you quickly understand the latest information about related targets.
$aixbt: The better crypto detectives are AI, but the best are anticipatory or conspiratorial
Token name: aixbt
Market value: $73M
THAT:
0x4F9Fd6Be4a90f2620860d680c0d4d5Fb53d1A825
Related positions: Virtuals
The most popular AI Agent concept coin on the Base chain today is aixbt, which is deployed on Virtuals’ AI Agent launch pad. Its market value has increased by more than 60% in one day, and its 24-hour price has increased by nearly 70%.
And if you search for topics, citations, and discussion trends related to AI Agent in today’s crypto Twitter, you’ll find that aixbt is also among the top.
What is even more noteworthy is that if we consider the ratio of discussion heat and token market value (to see who has a relatively small market value but more discussion), aixbt even surpassed famous Solana agents such as Cents and Zerebro, and once became the focus of traffic.
The price has skyrocketed and the popularity has soared. What exactly is aixbt?
I looked through its official website and introduction and found that there are currently no actual AI products available. The official website is blank except for a simple drawing of Pepe. On the contrary, the introduction of the project is full of expectations:
“AIXBT tracks crypto Twitter’s hot conversations and uses its proprietary engine to identify narratives and games that are gaining momentum… AIXBT token holders have access to its analytics platform.”
In short, aixbt (as it claims) is an AI entity that aggregates encrypted hot spot information. You can think of it as a KOL that aggregates KOLs and outputs more valuable information for you.
The name aixbt easily reminds people of the real-life chain detective ZachXBT.
However, we don’t know how its proprietary engine actually works in terms of on-chain detective work. The AI agent components on Virtuals show that aixbt only calls some publicly available large language models and some data analyzed by crypto projects.
However, the market has always been "get on board first and then research or verify". Before the information is complete and the logic is self-consistent, the token aixbt has begun its journey of rising. Since the 13th, it has almost only risen and not fallen. Until today, the excessive increase has attracted more people's attention.
Currently, we cannot find more AI-related product pages, and can only look for clues in the comment section of aixbt on Virtuals --- aixbt will answer and give insights into various encryption-related questions raised by netizens in the comment section, and some questions can indeed mobilize everyone's fomo emotions.
For example, someone asked aixbt whether he would be admitted to some big firms, and aixbt's answer (probably manual) was very decent:
We are actively working on cooperation with the exchange, but the top priority is to provide a better public opinion analysis platform for those who hold the currency.
The human relationship is not as smooth as AI, there is no substantial product, but the token has been rising all the way...
Sure enough, a better crypto detective might be AI, but at best it’s just expectations or conspiracies; hyping expectations before they go live is the most Crypto Native.
$bug: AI error, market buy order
Token name: bug
Market value: 3.6M
THAT:
0x15bbF2456218d6bd585B118783ACb4F8bf4e2dAF
Related positions: Clanker
Clanker on Farcaster is a token bot that usually responds to requests. If you ask him to create a token for you, he will actually create one for you...
Of course, there may be bugs.
For example, today, someone in the community asked Clanker to create a token called $SantaClanker, which seems to be somewhat related to the upcoming Christmas.
Clanker decisively accepted the request to issue the coin, but perhaps there was a malfunction. Clanker executed the request, but the result was that the coin was not called $SantaClanker, but directly called $BUG.
Artificial intelligence is sometimes stupid and makes a mistake in naming the token and simply calls it BUG. This at least proves that it is really AI that is issuing the token, but the mistake is very cute and unexpected.
Obviously, the market is very tolerant of this error and will pay for it. This error coin $bug immediately gained popularity, and the error became a good Meme target, thus forming a unique angle of "marking AI agent errors". The error coin rose by more than 600% in one hour after it was issued; it fell slightly as of press time.
The market’s taste says it all: after getting used to the hard fare of serious AI narratives, it’s not bad to try this kind of dessert coin occasionally.
$ANON: Key figures mentioned it many times, looking for legitimacy
Token name: ANON
Market value: 42M
THAT:
0x0Db510e79909666d6dEc7f5e49370838c16D950f
Related positions: Clanker
The story begins with the social application product Supercast created by Polish developer woj (@wojtekwtf) based on the Farcaster protocol in October 2024; it is a peer application layer like Warpcast.
Supercast introduced an anonymous posting feature called Superanon, which supports users to post anonymously through the SuperAnon account through zk proof technology.
Superanon has been running smoothly since its launch. On November 14, an anonymous user interacted with the AI Agent account @clanker in the Farcaster ecosystem through the Superanon account and successfully issued a $ANON MEME coin.
Unlike Meme, which is purely product-less, the product behind ANON has the real feature of zk anonymous posting, and it is this feature that has attracted the attention of key figures:
For example, Vitalik had tried to use this product before, but he needed to hold a certain amount of ANON tokens to post, so he also bought some coins to experience it, but this action obviously ignited everyone's enthusiasm for copying orders; then he posted on Warpcast that anoncast showed good prospects in protecting freedom of speech while avoiding spam and low-quality content.
Previously, Jesse Pollak, the head of the Base protocol, exchanged 0.333 ETH (about $993.41) for 31,529 ANONs; and Farcaster also announced that Anoncast will launch a new anonymous posting feature that supports selective identity verification...
Compared with several other AI-flavored coins, ANON is more about actual products and the logic of key figures driving the market. The token ANON is currently in a period of volatility after a rapid price increase in the past few days.
In the crypto world, legitimacy and celebrity endorsement have always been a tried and tested method. Although Vitalik is often teased for not doing his job and not promoting ETH, his legitimacy remains.
Why does the trend continue?
When the AI wind blows to Base, is all this an accident or inevitability?
The editor believes that the latter is more likely.
Solana is still the leader, but the structure within the ecosystem is undergoing some differentiation:
First, the intense and intensive PVP light-speed coin creation has also given rise to hot targets more quickly. After a burst of activity, only a few targets survive, but more people lose money and are eliminated in this brutal arena. After exhaustion and disappointment, only the existing funds are left in the game.
Smart money often fails, and everyone prefers places where there is less competition; under this background, it is inevitable that funds will overflow to Base.
Second, chaos has frequently occurred on Pump. Recently, all kinds of abuse, pornography, and immoral live broadcasts of currency issuance without bottom line have been common. Some people believe that this is a signal of peaking and a manifestation of overheated market. Smart funds will naturally avoid the limelight in the noise and stay away from trouble.
You may ask, why did the capital overflow just go to Base?
Don’t forget that the AI craze needs soil. To put it bluntly, it needs a place where it can be used and spread.
In this regard, Farcaster's social advantages are reflected. A more Crypto Native community makes asset creation, sending, receiving and discussion extremely smooth, which is welcomed by Crypto Degens. There are many technical elites and key figures among Farcaster's users, which further promotes the possibility of AI proxy tokens becoming popular.
When Farcaster becomes a community-based test field, the entire Base ecosystem will certainly want to catch this capital outflow. After all, playing with public chains is playing with ecosystems. And an ecosystem that is suitable for the wave of AI Agent hype undoubtedly has the potential to stand in the spotlight of the new cycle.
No one knows when the wind will stop, but it is indeed strong at the moment.
Whether to choose to hug the dog or not play with it at all is a matter of personal opinion.
