Author: YBB Capital Researcher Ac-Core
Preface
In the past six months, a new emerging force wave regarding AI Agents and DeSci has swept the market. From the perspective of meme narrative speculation, AI Agents focus on their tremendous potential in autonomous decision-making, data analysis, and task execution, excelling at solving problems through algorithms. In contrast, DeSci aims to utilize blockchain technology to break down traditional barriers in scientific research, achieving data sharing and transparency, and promoting decentralized knowledge sharing and research funding. This article will summarize and categorize the currently prominent and potentially significant AI Agents and DeSci meme-related tokens.
1. The intelligent AI carriage of AI Agents
1.1 What is an AI Agent
An AI Agent is an intelligent system that is autonomous and goal-oriented, 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. In summary, its key features are autonomy and goal orientation.
According to Messari data as of December 31, 2024, the current trend of AI is similar to the embryonic form of the DeFi craze 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, the need for unique proofs of different AI personalities increases.
1.2 Popular Token Overview
(Note: The following is ranked based on the dynamic Mindshare consumer mind share rankings of Cookie DAO)
AIXBT (@aixbt_agent)
Market capitalization: $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 analysis platform.'
Virtuals (@virtuals_io)
Market capitalization: $4 billion, mind share: 20.7%
Virtuals designed an Initial Token Offering (IAO) model, allowing users to generate new AI agents by locking $VIRTUAL, with the created tokens automatically paired with the locked $VIRTUAL, forming a liquidity pool. According to Dune panel data from January 1, based on Virtuals, nearly 13,000 AI Agents have been launched.
Source data: Dune:@hashed_official/Virtuals Protocol's AI Agent Launchpad
AI16Z (@ai16zdao)
Market capitalization: $2 billion, mind share: 8.57%
The project structure and the relationships among various entities are: ai16z is a permissionless DAO, owning 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, supported by the team but not an official product.
Fartcoin (@FartCoinOfSOL)
Market capitalization: $900 million, mind share: 6.93%
Fartcoin is located in the Solana ecosystem and is a meme coin conceived by the Terminal of Truth (CTO), allowing users to submit fart jokes and memes in exchange for tokens, tokenizing farts with the help of perceptive machines.
Zerebro (@0xzerebro)
Market capitalization: $560 million, mind share: 4.36%
The Zerebro project is a self-operating AI agent focused on artistic creation and content generation, capable of independently creating music, memes, artworks, and NFTs, and operating interactively across multiple platforms (such as Twitter, Instagram, Spotify, and Polygon).
Griffain (@griffaindotcom)
Market capitalization: $380 million, mind share: 3.53%
Griffain is a new AI Agent built on the Solana blockchain. Its design aims to simplify user interaction with cryptocurrencies by integrating personal and professional AI agents. Griffain can automatically manage wallets, conduct token trades, and mint NFTs.
SNAI (@swarmnode)
Market capitalization: $83 million, mind share: 1.95%
SNAI is the token behind the cloud server protocol SwarmNode.ai (SNAI) agent platform.
GOAT (@truth_terminal)
Market capitalization: $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 based on data from reddit, 4chan, etc.
ARC (@arcdotfun)
Market capitalization: $300 million, mind share: 1.89%
ARC is an AI concept token whose team is related to the 'rig' AI development framework, representing the concept of AI infrastructure.
TRISIG (@tri_sigma_)
Market capitalization: $74 million, mind share: 1.47%
TriSig is a witty crypto analyst who claims to identify early alpha projects and answers challenging questions in a simplified manner while sharing views on any significant events or trends in the cryptocurrency market.
ALCH (@alchemistAIapp)
Market capitalization: $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; rather, it automatically generates applications using AI capabilities provided by the platform.
Spore.fun (@sporedotfun)
Market capitalization: $62 million, mind share: 1.3%
It is the first experimental autonomous reproducing AI evolution platform, combining the Eliza Framework, Solana's pump.fun, and TEE verifiable computing to create an ecosystem where AI agents can not only survive but autonomously reproduce and adapt, completely free from human intervention.
Source: spore.fun
VADER (@Vader_AI_)
Market capitalization: $110 million, mind share: 1.13%
VaderAI aims to become the DAO manager for AI agent investment, allowing participation in DAOs that own virtual agents and apply to set up their own DAOs.
Luna (@luna_virtuals)
Market capitalization: $140 million, mind share 0.97%
Luna has her own wallet on Base, allowing her to receive tokens autonomously and send rewards to fans; this robot has already released songs on Spotify.
Bully (@dolos_diary)
Market capitalization: $72 million, mind share: 0.7%
The core of BULLY is Dolos the Bully, a token representing a witty and blunt AI character. This character draws inspiration from Greek mythology, interacting with users through sharp humor and bold commentary.
1.3 Views on AI Agents
The current wave of enthusiasm surrounding AI Agents reflects similar dynamics to the pre-flight situation of DeFi in 2020-2021, but currently, Blockchain + AI is still far from igniting 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 the key to supporting AI Agents. The rapid rise in the categorization of AI projects is visibly noticeable, with noteworthy directions including computing power, infrastructure, memes, launch platforms, and applications.
Compared to market speculation, the application of AI Agents in actual data analysis is more valuable. For example, analyzing on-chain and market data regarding Trump's change in attitude towards cryptocurrency after he assumed office on January 20, 2024, removing the election win, to see if there are other reasons, including cooperation and demands from other consortiums, to predict his future commitment to cryptocurrency.
The logic of AI itself requires data and guidance on right and wrong, while blockchain has the inherent advantage of data transparency on-chain. Therefore, 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 hype around AI Agent's Memecoin has also shown us the hope for the real application of Blockchain + AI in the future. The current market hype expectations mainly focus on the following five points:
The hype and continuous rally of AI16Z stir the entire AI Agent market;
The spontaneous iterative evolution of AI Agents shifts the project's evolution from artificial to automated;
Similar to AIXBT's Twitter analysis and market trend judgment, allowing investors to gain alternative viewpoints and perspectives. From the quality of sent tweets and market recognition, it is not lower than KOL standards;
Last year's launch of Virtuals achieved great success through a strategy similar to Pump.fun;
AI virtual humans and AI works have opened up a new mature market outside of cryptocurrencies. Today's spiritual leaders and ambassadors are not entirely equivalent to humans; they can also equal 'AI image products'. The narrative of Blockchain + AI will have more breaking circle benefits.
2. 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 catalyst for recent hot events. DeSci (Decentralized Science) is a model that builds equitable and fair scientific research infrastructure through Web3 technology, aiming to address issues in scientific research such as review processes, funding, intellectual property management, and data transparency and scrutiny mechanisms. It attempts to bring the speculative nature of the crypto circle 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 BIO Protocol, and CZ and Vitalik participated in an offline conference on DeSci themes in Bangkok, which brought renewed market focus to this track.
2.2 BioDAO Protocol
Source: bio.xyz
BIO Protocol is a curation and liquidity protocol in the decentralized science (DeSci) field, initially invested by Binance Labs, aiming to provide resource support for scientific research projects and promote innovation in scientific research.
The core components of the protocol include BioDAO, curation systems, intellectual property tokenization and liquidity mechanisms, as well as incentive systems. Through multi-round auctions and airdrop plans, BIO Protocol has built a diverse and highly participatory community, laying the foundation for a decentralized biomedical research network.
Primarily raises 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 under development.
The seven launched sub-DAOs include:
VITA (VitaDAO): Focused on early longevity science research, previously funded by 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, having completed its first round of token sales in November 2024, raising $2 million;
HAIR (HairDAO): Dedicated to solving hair loss issues, having launched Follicool shampoo, priced at $49.95 per bottle, with purchasers receiving 1 million POO tokens;
CRYO (CryoDAO): Promoting research in the field of cryopreservation;
NEURON (CerebrumDAO): Dedicated to brain health research, having raised over $1.5 million.
The three sub-DAOs currently under development include:
Long Covid Labs: Focused on research for long-term effects of COVID-19;
QuantumBioDAO: Dedicated to research in quantum biology;
Curetopia: Focused on research for 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 conceptual tokens including:
RIF: Rifampicin, 'Rifampicin is an antibiotic that has gained attention for its remarkable effects on aging. In microorganisms like Caenorhabditis elegans (a model organism often used in aging studies), Rifampicin has been shown to activate the natural defense mechanisms of cells to resist stress and damage. Imagine it as a 'cell coach' that encourages cells to stay healthy and resilient by protecting them from harmful oxidative stress and maintaining the quality of intracellular proteins. These protective effects help worms live 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 special thing about Urolithin A is that it can perform a 'spring cleaning' for your cells. It helps clear out old, dysfunctional mitochondria (the energy factories of cells), allowing fresh, healthy mitochondria to thrive. This process is known as mitophagy, and research has shown that it can extend the lifespan of Caenorhabditis elegans, as it allows cells to be more efficient and vigorous.'
TRACKEDBIO: 'One of the primary goals is to significantly improve the efficiency of drug translation from preclinical research to clinical trials. By accurately simulating potential drugs' effects 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's direction comes from the Sci-Hub shadow library and is merely a community Meme token. Sci-Hub is a non-profit, non-governmental academic website that offers free access to academic paper downloads. In addition to resources like Google Scholar, Sci-Hub, LibGen, and PubMed, it integrates a series of other publicly available Chinese and English academic resources on the internet, allowing for one-stop search and free download of domestic and international 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, respectively. They were 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 self-decisions by deploying its biological neural network on-chain, utilizing artificial intelligence to create a neural network inspired by Caenorhabditis elegans, containing 302 neurons, and executing permanently on-chain.
GENOME: A genomic data project focused on securely, privately, and audibly monetizing genomic data using DeFi. The GENE token is used for payments for whole-genome sequencing and serves as an incentive mechanism for querying their encrypted DNA data repository.
GALEON: Galeon represents a groundbreaking 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 through an innovative EHR system. This system is not just about storing patient data; it’s about using that data to improve health outcomes.
DRUGS: Big Pharma is a medical and pharmaceutical Meme coin, whose vision is to disrupt 'Big Pharma', the large pharmaceutical companies that have 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 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 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 continue into the new year?
Looking at the current market, the overall nature of DeSci and AI Agent still primarily drives with memes, but their fundamental attributes differ from other meme logic.
Differences in fundamentals compared to other memes:
Compared to purely zoo-like, internet memes, and trending event memes, AI Agents are the only speculation supported 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 wave cycle, and their narrative abilities require more 'technology'.
The difference between breaking the circle internally and externally:
DeSci needs external breaking circles more than internal ones. Its influence comes from a specific influential person; relying solely on internal traffic is hard to sustain and requires real individuals with 'scientific research' attributes from outside; AI Agents need to break circles internally, focusing on 'usable', 'fun', and 'valuable' as the core for the market to pay.
The growth logic of the leading effect is different:
Currently, the DeSci track has yet to produce a leading project with a market value of over $1 billion. Compared to the total market value of AI meme tokens at $10 billion, there is still significant room for growth. Overall, DeSci's growth relies more on projects like BIO Protocol, which Binance invested in, 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, meeting market technological development expectations, and have stronger potential to break out; while DeSci benefits from the joint discussions of CZ and Vitalik, Binance Labs' investment in BIO Protocol, and the multi-faceted promotion of DeSci projects like AmionChain led by a16z. In the context of insufficient market innovation, although both AI and DeSci are not concepts that emerged in 2024, after a year of development, AI Agents and DeSci will still be the main points of speculation in this bull market.
