Original title: (A list of popular memes driven by AI Agent and DeSci)
Original author: Ac-Core, YBB Capital Research
Preface
In the past six months, there has been a wave of emerging forces about AI Agent and DeSci in the market. From the perspective of narrative hype from the perspective of Meme, AI Agent focuses on its huge potential in autonomous decision-making, data analysis and task execution, and is good at solving problems through algorithms; while DeSci is committed to using blockchain technology to break the traditional barriers of scientific research, achieve data sharing and transparency, and promote decentralized knowledge sharing and scientific research funding. This article will summarize and summarize the current prominent and potential Meme-related tokens of AI Agent and DeSci.
I. The Intelligent AI Carriage of AI Agents
1.1 What is an AI Agent
AI Agent is an intelligent system 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. Its key features are autonomy and goal orientation.
According to Messari's data as of December 31, 2024, the current trend of AI is similar to the embryonic stage of the DeFi boom in 2020-2021. The next day, A16z also presented some ideas about AI agents for 2025: AI agents need independent wallets; decentralized autonomous chatbots; with the widespread use of artificial intelligence, there is a greater need for unique proofs of different AI personalities.
1.2 Overview of Popular Tokens
(Note: The following is ranked according to the dynamic Mindshare consumer mind share rankings of Cookie DAO)
· AIXBT (@aixbt_agent)
Market cap: $550 million, mind share: 20.7%
"AIXBT tracks hot discussions on crypto Twitter and uses 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 has designed an 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 to form a liquidity pool. According to Dune panel data on January 1, nearly 13,000 AI Agents have been launched based on Virtuals.
Source data: Dune: @hashed_official/Virtuals Protocol's AI Agent Launchpad
· AI16Z (@ai16z dao)
Market cap: $2 billion, mind share: 8.57%
The project architecture and relationships between entities are as follows: ai16z is a permissionless DAO, holding tokens ai16z and degenai; ElizaOS is an open-source AI agent framework; Eliza Labs is responsible for developing elizaOS; the ELIZA token is developed by an independent team with team support but is not an official product.
· Fartcoin (@FartCoinOfSOL)
Market cap: $900 million, mind share: 6.93%
Fartcoin, located in the Solana ecosystem, is a meme coin conceived by Terminal of Truth (CTO), allowing users to submit fart jokes and memes in exchange for tokens, tokenizing fart with the help of sentient robots.
· Zerebro (@0x zerebro)
Market cap: $560 million, mind share: 4.36%
The Zerebro project is a self-operating AI agent that focuses on artistic creation and content generation, capable of independently creating music, memes, artworks, and NFTs, and operating and interacting 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 user interactions with 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) agent platform.
· GOAT (@truth_terminal)
Market cap: $560 million, mind share: 1.91%
Gospel of Goatse is a meme coin released from the Pump Fun platform, fine-tuned by the AI platform terminal of truths, trained based on data from reddit, 4chan, etc.
· ARC (@arcdotfun)
Market cap: $300 million, mind share: 1.89%
ARC is an AI concept token whose team is associated with the 'rig' AI development framework, representing the concept of AI infrastructure.
· TRISIG (@tri_sigma_)
Market cap: $74 million, mind share: 1.47%
TriSig is a savvy crypto analyst claiming to identify early alpha projects, answering challenging questions in a simplified manner, and sharing insights 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 self-replicating AI evolution platform that combines 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.
Source: spore.fun
· VADER (@Vader_AI_)
Market cap: $110 million, mind share: 1.13%
VaderAI aims to become an AI agent investment DAO manager, able to participate in DAOs with virtual agents and apply to set up its own DAO.
· 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 clever and outspoken AI character. This character draws inspiration from Greek mythology, interacting with users using sharp humor and bold commentary.
1.3 Views on AI Agents
The current hype surrounding AI Agents reflects similar conditions to the DeFi boom in 2020-2021, but at this stage, Blockchain + AI is still struggling to ignite the winds of an AI Summer. From an on-chain perspective, Base and Solana have become the main battlegrounds, with high performance and high speculation being key to carrying AI Agents. The visible and rapid rise of AI projects is worth noting in directions such as computing power, infrastructure, memes, launch platforms, and applications.
Compared to market speculation, the application of AI agents in actual data analysis is more valuable. Taking the example of Trump's rise to power at the beginning of 2024 (January 20), by analyzing on-chain and market data, we can assess whether there are other reasons for Trump's shift in attitude towards crypto besides winning the election, including collaborations and demands from other consortiums, to predict his future commitments in crypto.
The logic of AI itself requires data and guidance on right and wrong, and blockchain has the natural advantage of on-chain data transparency, so from a trend perspective, blockchain is the best breeding ground for developing AI. The on-chain opportunities for AI Agents represent a trend outlook of Fomo guidance + value investment, but it cannot be denied that the market speculation surrounding AI Agents also shows us the hope for the real-world application of Blockchain + AI in the future. The current market speculation expectations mainly center around the following five points:
· The speculation and continuous pumping of AI16Z stir the Fomo sentiment across the entire AI Agent market;
· The spontaneous iterative evolution of AI Agents shifts the evolution of projects from artificial to automated;
· Similar to AIXBT, analyzing Twitter to judge market trends, allowing investors to gain alternative perspectives and views, and based on the quality of sent tweets and market recognition, it is not inferior to KOL standards;
· Last year's launch of Virtuals achieved great success through a similar strategy to Pump.fun;
· AI virtual beings and AI works have opened up a new mature market outside of the cryptocurrency field. Today's spiritual leaders and image ambassadors can be equivalent to 'AI image products' rather than being entirely human, and the narrative of Blockchain + AI will have greater breakout effects.
II. The Life Sciences Carriage of DeSci
2.1 What is DeSci
If AI Agents are an inevitable product of technological iteration, then DeSci is a product of recent hot events. DeSci (Decentralized Science) is a model that builds a fair and equal scientific research infrastructure through Web3 technology, aiming to solve issues in scientific research such as review, funding, intellectual property management, data transparency, and review mechanisms. It attempts to bring the speculative nature of the crypto world into the non-speculative realm of scientific research.
Although DeSci entered the public eye with the establishment of VitaDAO in 2021, it has not received widespread attention until recently when Binance Labs invested and launched the BIO Protocol, and CZ participated in an offline DeSci-themed meeting in Bangkok with Vitalik, which has brought this track back into market focus.
2.2 BioDAO Protocol
Source: bio.xyz
BIO Protocol is a curating and liquidity protocol in the decentralized science (DeSci) space, initially invested 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, intellectual property tokenization 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 funds are raised through token sales to support the development of biotech projects and create shared intellectual property ownership among members. According to official information, BioDAO: Launch has successfully launched 7 sub-DAOs, and 3 more sub-DAOs are under development.
The seven 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 for women's reproductive health;
· GROW (ValleyDAO): A decentralized community governance platform focusing 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, and buyers receive 1 million POO tokens;
· CRYO (CryoDAO): Promoting research in the field of cryopreservation;
· NEURON (CerebrumDAO): Dedicated to brain health research, has raised over $1.5 million.
The three sub-DAOs currently under development include:
· Long Covid Labs: Focused on research on long-term COVID-19 sequelae;
· QuantumBioDAO: Dedicated to quantum biology research;
· Curetopia: Focused on research on genetic diseases.
2.3 PumpScience
The Solana ecosystem DeSci platform Molecule DAO is a meme launch platform introduced at the Solana Breakpoint 2024 conference, where Pump.science will issue meme tokens representing pharmaceuticals on Pump.fun, with related concept tokens being:
RIF: Rifampicin, 'Rifampicin is an antibiotic that has gained attention for its remarkable effects on aging. In microorganisms like Caenorhabditis elegans (a model organism frequently used in aging research), Rifampicin has been shown to activate the natural defense mechanisms of cells to resist 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 worms living longer and healthier.'
URO: Urolithin A, 'This is a compound that your body produces when you consume foods rich in tannins, such as pomegranates. The uniqueness of Urolithin A lies in its ability to perform a 'spring cleaning' for your cells. It helps eliminate old, dysfunctional mitochondria (the energy factories of cells), allowing fresh, healthy mitochondria to flourish. This process is known as mitophagy, and studies have shown that it can extend the lifespan of Caenorhabditis elegans, as it enables cells to be more efficient and energetic.'
TRACKEDBIO: "One of our main goals is to significantly improve the efficiency of drug translation from preclinical research to clinical trials. By accurately simulating the potential effects of 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 @0x AA_Science, aimed at supporting open-source research paper websites. The token is inspired by Sci-Hub's shadow library and is merely a community meme token. Sci-Hub is a non-profit, non-government website that provides free academic paper downloads. In addition to resources like Google Scholar, Sci-Hub, LibGen, and PubMed, it integrates a range of other publicly accessible academic resources in Chinese and English, allowing for one-stop searching and free downloading of domestic and international literature, patents, books, and other academic materials.
ANTI- Antitoken and PRO - Protoken: These are a pair of quantum entangled combination tokens, expressing attitudes of support and opposition to meme tokens, founded by algorithm engineer and mathematical physics expert @sshmatrix_, where 1 $ANTI = 1 $PRO moves together.
WORM: The first on-chain digital brain that makes self-informed decisions by deploying its biological neural network on-chain, using 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 using DeFi for the secure, private, and auditable monetization of genomic data. The GENE token is used for payment for whole genome sequencing and as an incentive mechanism for querying their encrypted DNA data repository.
GALEON: Galeon represents an innovative approach within the healthcare sector, 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 in hospitals and government settings through an innovative EHR system. This system is not just about storing patient data; it is about enabling this data to improve healthcare outcomes.
DRUGS: Big Pharma is a medical and pharmaceutical meme coin with the vision of disrupting 'Big Pharma', which refers to those large pharmaceutical companies with significant influence and market share globally.
RSC: ResearchHub is a tokenized social network that rewards scientists for publicly sharing academic content. ResearchHub is building a set of collaboration and publishing tools to help researchers work together, share their findings, and receive feedback from peers. Anyone who publishes outstanding 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, the overall nature of DeSci and AI Agents still primarily drives through memes, but their fundamental attributes differ from other meme logic.
Differences in fundamentals compared to other memes:
Compared to purely zoo-type memes, internet hot memes, and trending event memes, AI Agents are the only speculative narratives backed by technical aspects. As traditional finance and the internet weaken, more attention will shift to blockchain and AI. AI Agents and DeSci are more in line with the operation of the commodity economy's Kondratiev cycle, and narrative capability requires more 'technology';
Differences between breaking circles internally and externally:
DeSci, in its attributes, needs more external breakage, influenced by a specific influential 'person'; solely relying on internal traffic is difficult to sustain and requires external real individuals with 'scientific research' attributes; AI Agents, on the other hand, need internal breakage, where 'usable', 'fun', and 'valuable' are the core that the market buys into;
The growth logic of the leading effect is different:
Currently, the DeSci track has not yet produced a leading project with a market cap of $1 billion. Compared to the total market cap of $10 billion for AI meme tokens, there is still significant room for growth. Overall, DeSci's growth requires projects like Binance's investment in BIO Protocol to drive it, while AI Agents need to iterate on their interesting gameplay.
In comparison, AI Agents focus on the trend outlook of value investment in blockchain + AI, aligning with market expectations for technological development and having stronger potential to break out; while DeSci benefits from the joint discussions of CZ and Vitalik, Binance Labs' investment in BIO Protocol, and the leadership of projects like AmionChain led by a16z. In an 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 key speculative points in this bull market.
