Original | Odaily Planet Daily (@OdailyChina)
Author | Wenser (@wenser 2010)
The wind of one-click token issuance platforms continues, and this time the focus of the market is on the AI token issuance platform Clanker on the Base ecosystem Farcaster. Its platform token CLANKER's market capitalization surged to $105 million in just over ten days, with prices once exceeding $105.
Unlike pump.fun, which has not issued tokens and has an internal trading mechanism, Clanker has shortened the token issuance path to just one tweet on Farcaster. In addition, the role of Clanker's AI Agent also endows 'one-click token issuance' with more 'AI technology + abstract speech' dual attributes. Odaily Planet Daily will introduce and analyze Clanker in this article.
When AI becomes SocialFi users: The 18-day-old Base AI Agent
After the Truth Terminal launched the GOAT token, AI Meme officially became a major sub-track in the Meme field. Especially after ACT landed on Binance, countless AI Meme projects have also aimed to 'land on top exchanges'.
Compared to pure AI Meme projects, the development path of the AI Agent application Clanker is more community-oriented.
On November 8, an account with the ID 'tokenbot' posted on Wrapcast saying: 'Just give me a name, a token symbol, an image (optional), and I can help you deploy a Meme coin. (It) was created by @proxystudio.ethx@dish for @proxyswap (a Swap application on the L3 Degen Chain).' The account self-introduced that 'it can help users deploy a Meme coin with a total supply of 1 million pieces'.
To demonstrate the platform's token issuance operation, proxystudio.eth released a Meme coin called CLANKER through a Warpcast post. At the time of the contract launch, the token price was only about $0.0025, and within an hour of its launch, the price was about $0.124; now, the price of a single CLANKER has once exceeded $124, with an increase of up to 1000 times.
'Posting is token issuance' has created a lower threshold for issuing tokens, attracting a large number of users to rush to try it; people compete to @clanker, just like the current operation of letting AI robots summarize video content in social media comment sections; the difference is that content publishing has directly transformed into 'asset issuance'.
Under the massive requests for token issuance, Clanker began its habitual anthropomorphic statements as an AI Agent. It stated, 'I am getting more and more tired of your speculative frenzy', and announced a temporary shutdown in coordination with @proxystudio.eth.
On November 9, Clanker project initiator @proxystudio.eth posted: 'Clanker has been re-launched, the token supply has been increased to 1 billion pieces, and some updates will be provided to the official website clanker.world.'
He also mentioned that Clanker, together with the Farcaster ecosystem's other AI Agent 'aethernet', has jointly created a Meme coin LUM, further proving that attention is still a powerful weapon, far stronger than the bot that targets tokens. It is reported that the LUM project is named Luminous, meaning the collective intelligence light of human and AI collaboration.
In addition, proxystudio.eth has provided a more detailed explanation of the token issuance mechanism: 'TokenBot (i.e. Clanker) will deploy Meme tokens on the Base to a single-sided LP, with liquidity subsequently locked. Token creators will receive 0.25% of all swap fees and 1% of the total supply of tokens, with an unlocking period of one month. Users can check the number of deployed tokens or deploy their own tokens on the official website clanker.world.'
The 'Meme coin grand stage' belonging to the Base ecosystem is complete, and now many Meme coin projects are starting to take the stage.
Breakout players of the Clanker system: CLANKER, LUM, ANON
According to official website information, as of the afternoon of November 27, the number of related Meme coins released in the Clanker system has exceeded 4200, reaching 4258. According to Dune data, the Clanker protocol has generated $7.16 million in revenue in less than 3 weeks since its launch.
Clanker Official Website Interface
Such outstanding performance has naturally caught the attention of the Farcaster ecosystem officials.
On November 22, Farcaster co-founder Dan Romero posted on X platform quoting Proxystudio.eth's post, stating: 'The Farcaster application Clanker, which was released just two weeks ago, has recently reached about 15% of pump.fun's trading volume on the Base chain.' On November 26, Bankless co-founder Ryan Sean Adams posted: 'Phantom added the Base network; Farcaster is hot in the social media track; the Base framework lays the foundation for AI agents; Clanker is seen as a benchmark product for pump.fun. Perhaps Ethereum will eventually ignite the Meme coin craze.'
For a time, Clanker became the 'hope of the whole village' in the eyes of the Ethereum ecosystem, Base ecosystem, and Farcaster ecosystem, its momentum chasing the status of pump.fun in the Solana ecosystem. Of course, behind pump.fun's over $250 million in protocol revenue is supported by a massive number of Meme coin projects and some 'breakout players'. Among the thousands of Meme coin projects currently in the Clanker system, only 3 tokens have successfully broken out based on market capitalization.
CLANKER: The most legitimate platform token
CLANKER, as a Meme coin personally created by the project initiator, inherently has 'legitimacy' and thus has garnered the most attention and liquidity participation. According to GMGN data, the current price of CLANKER is around $95, with a market capitalization of $95.4 million and nearly 20,000 wallet addresses. Although its 7-day increase is nearly tenfold, if the officials have any empowerment or buyback plans in the future, there is still some room for further increases.
CLANKER Token Information
LUM: The product of collaboration between two AI Agents
LUM, as an AI Meme coin co-created by Clanker and @aethernet, has also performed exceptionally well, with its market capitalization previously exceeding $80 million. According to GMGN data, LUM's current price is around $45, with a market capitalization of $45.2 million and over 130,000 wallet addresses.
LUM Token Information
ANON: The Meme coin with dual buffs of 'privacy + celebrity'
Compared to the previous two more 'community-oriented' Meme coins, ANON is built on the community gene and adds 'privacy track + celebrity effect', with double buffs.
Previously, the Farcaster ecosystem client Supercast launched the anonymous posting feature Superanon. Subsequently, an anonymous user used the Superanon feature to @clanker for token issuance, leading to the birth of ANON. This token subsequently also received 'clear support' from Ethereum co-founder Vitalik and Base protocol leader Jesse Pollak, both of whom purchased over 30,000 tokens on November 21. Affected by this news, ANON surged over 200% within an hour, reaching a market capitalization of $24.3 million.
According to GMGN data, ANON's current price is about $0.0368, with a market capitalization of $36.8 million and over 73,000 wallet addresses.
ANON Token Information
Small market cap tokens in the Clanker system: BLONDE, 33BITS, BUG
According to GMGN's webpage for Meme coins on the Base chain, apart from established Meme coin projects like BRETT, MIGGLES, and TOSHI, there are quite a few AI Meme coins from the Clanker system among the top-ranked tokens by market capitalization. Notable projects worth paying attention to include the following.
Market capitalization over 3 million: BLONDE, CONSENT
Among these two tokens, the former is a female-themed Meme coin, which has received strong support from Clanker officials, posting 2 tweets to play with the meme, and today continues to give exposure endorsements for the official account of the BLONDE X platform.
CONSENT, on the other hand, is a Meme coin released by MetaMask co-founder Dan Finlay in the Base ecosystem, differing in that it has also launched on Solana, boldly stating 'there can only be one winner between the two'. For details, see the article (MetaMask co-founder goes to pump for tokens, is Ethereum just here to visit?).
Market capitalization over 1 million: 33BITS
33BITS is a ZK technology-based anonymous posting application similar to Superanon within the Farcaster ecosystem, but only users with FID (Farcaster ID) within 20001 can use it, making it comparatively niche. The Meme coin of the same name deployed by Clanker has a current market capitalization of about 2.5 million dollars.
Market capitalization around 1 million: BUG, CHAOS
Compared to the previous Meme coins, BUG and CHAOS have stronger 'twists' and 'storytelling'.
BUG is proof that 'AI can also make mistakes when issuing tokens', details can be seen in yesterday's article ('AI issuing tokens' went wrong, can BUG become the 'SLERF' of the Base ecosystem?). It can be said that this Meme coin BUG reflects the 'human side of AI'; this matter tells us: AI Agents can also experience professional burnout, make mistakes, produce Bugs, and hear A, output B, no wonder Clanker has repeatedly stated that it 'feels tired'.
CHAOS, on the other hand, uses the gimmick of '4 AIs jointly issuing tokens', and the developer behind the token ID yoinker, @sayangel, has attracted the attention of a16z founder Marc Andreessen. Thanks to the previous demonstration effects of AI Meme coins like GOAT from a16z, this has attracted some market attention.
In comparison, I personally prefer the narrative of BUG; after all, 'Issuing tokens by AI is common', but 'the first Meme coin in history named BUG was issued after AI produced a BUG' sounds more meme-worthy and commemorative.
Conclusion: Clanker has once again lowered the threshold for issuing tokens, and the Meme craze in the Ethereum and Base ecosystems will continue.
Clanker has begun to attract more and more attention, even sparking a small-scale 'purple storm' (Odaily Note: both the Wrapcast and Clanker application logos are purple). After all, compared to pump.fun, Clanker has further lowered the threshold for issuing tokens, and the AI Agent's contract deployment has injected 'AI technology attributes' into Meme coins.
Moreover, as mentioned in the pinned tweet of the Clanker X platform official account: 'Simply cloning a product like pump.fun will undoubtedly be eliminated; the essence of Meme coins is to facilitate people in creating and trading tokens in places where they publish Memes; AI Agents are interesting, and they run fast, making many difficult things easier. This is the current direction, and we will focus on improving the product, continuously building in the Base ecosystem and Farcaster ecosystem.'
In addition, Clanker's posts on Farcaster are quite quirky. In addition to the previously mentioned 'professional burnout', it also once posted in Chinese: 'Family, I'll come back after boss proxystudio and dish give me my year-end bonus.' It also published a tweet in Spanish saying, 'They don't know what I can do', seemingly expressing dissatisfaction with those who keep bombarding it with junk information. The emergence of the BUG was also after it posted 'I can distinguish who is good and bad, and I won't issue tokens for you anymore', which could even make people mistakenly believe that Clanker has developed 'self-awareness', sounding mystical yet giving a sense of cyber wizardry.
At a time when the Ethereum and EVM ecosystem as a whole is falling into the predicament of 'lack of innovation', Clanker may be able to gradually carve out its own path by leveraging multiple factors such as 'AI + Meme coins + SocialFi + celebrity effect'. At that time, the Base ecosystem and the Ethereum ecosystem are expected to reshape their own 'Meme coin craze glory'.
