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 narrative speculation through memes, AI Agents focus on their immense potential in autonomous decision-making, data analysis, and task execution, excelling at solving problems through algorithms; while DeSci is dedicated to utilizing blockchain technology to break 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 impactful meme-related tokens of AI Agents and DeSci.
1. The intelligent AI chariot of AI Agents
1.1 What is an AI Agent
AI Agents are intelligent systems that possess autonomy and goal-directedness, capable of perceiving the environment, planning actions, executing tasks, and learning from experience to improve, achieving specific objectives without human intervention, such as automatically monitoring data, analyzing anomalies, and making corresponding decisions. Therefore, their key characteristics are autonomy and goal-directedness.
According to Messari data as of December 31, 2024, the current trend of AI resembles the prototype 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; with the widespread use of artificial intelligence, there is a greater need for unique proofs of different AI personalities.
1.2 Review of Popular Tokens
(Note: The following rankings are based on the dynamic Mindshare consumer mind share ranking order from Cookie DAO)
● AIXBT ( @aixbt_agent)
Market Cap: $550 million, Mind Share: 20.7%
"AIXBT tracks hot discussions in 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, forming a liquidity pool. According to Dune panel data on January 1, the AI Agents launched based on Virtuals are nearly 13,000.
Image source data: Dune: @hashed_official/Virtuals Protocol's AI Agent Launchpad
● AI16Z ( @ai16zdao)
Market Cap: $2 billion, Mind Share: 8.57%
The project structure and the 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; the ELIZA token is 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 a meme coin located in the Solana ecosystem, 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 sentient machines.
● Zerebro ( @0xzerebro)
Market Cap: $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 interacting and operating across 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 perform 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 on data from reddit, 4chan, and others.
● ARC ( @arcdotfun)
Market Cap: $300 million, Mind Share: 1.89%
ARC is a concept token for AI, related to the AI development framework of 'rig', representing the concept of AI infrastructure.
● TRISIG ( @tri_sigma_)
Market Cap: $74 million, Mind Share: 1.47%
TriSig is a witty crypto analyst who claims to identify early alpha projects and answer challenging questions in a simplified manner, 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 create 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; instead, it automatically generates applications using 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 the Eliza Framework, Solana's pump.fun, and TEE verifiable computing to create an ecosystem where AI agents not only survive but can 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 become the DAO manager for AI Agent investments, allowing participation in DAOs with virtual agents and applying to set up their 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 straightforward AI character. This character draws inspiration from Greek mythology, interacting with users through sharp humor and bold comments.
1.3 Views on AI Agents
At this stage, the current craze surrounding AI Agents is reflected in on-chain data, similar to the situation before the DeFi boom of 2020-2021. However, the current Blockchain + AI is still struggling to ignite the waves of an AI Summer. From the on-chain perspective, Base and Solana have become the main battlegrounds, with high performance and high speculation being the key elements supporting AI Agents. The classification of AI projects is visibly rising rapidly, with noteworthy directions including computing power, infrastructure, memes, launch platforms, applications, etc.
Compared to market speculation, AI Agents are more valuable in terms of real data analysis. Taking the example of Donald Trump's inauguration at the beginning of 2024 (January 20), by analyzing on-chain and market data, one can assess whether changes in Trump's attitude toward crypto, apart from winning the election, have other reasons behind them, including collaborations and demands with 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 the inherent advantage of transparent on-chain data. Therefore, from a trend perspective, blockchain is the best breeding ground for the development of AI. The on-chain opportunities for AI Agents represent a FOMO guide + trend outlook for value investment, but it cannot be denied that the market speculation of AI Agents also shows us the hope for the real application of Blockchain + AI in the future. The current market speculation expectations mainly revolve around the following five points:
1. The speculation and continuous ramp-up of AI16Z drive the entire AI Agent market;
2. The spontaneous iterative evolution of AI Agents shifts the evolution of projects from manual to automated;
3. Similar to AIXBT's Twitter analysis and market trend judgments, allowing investors to gain alternative perspectives and insights, the quality of sent tweets and market recognition is not inferior to that of KOLs.
4. Last year's launch of Virtuals achieved great success through a strategy similar to that of Pump.fun;
5. AI virtual beings and AI works have opened up new mature markets outside the cryptocurrency field. Today's spiritual leaders and image ambassadors may not necessarily equal humans but can be equivalent to 'AI image products.' The narrative of Blockchain + AI will have a greater breakout effect.
2. The life sciences chariot of DeSci
2.1 What is DeSci
If AI Agents are an inevitable product of technological iteration, then DeSci is a recent hot event's catalyst. DeSci (Decentralized Science) is a model that builds a fair and equitable scientific research infrastructure through Web3 technology, aiming to address issues in research such as review, funding, intellectual property management, and data transparency and scrutiny mechanisms. It attempts to bring the speculative nature of the crypto world into the non-speculative field of scientific research.
Although DeSci entered the public eye as early as 2021 with the establishment of VitaDAO, it had 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 in Bangkok, which brought this track back into the market's focus.
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 research innovation.
The core components of the protocol include BioDAO, curation systems, intellectual property tokenization and liquidity mechanisms, as well as 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 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 seven sub-DAOs, with three more sub-DAOs currently in development.
The seven launched sub-DAOs include:
● VITA (VitaDAO): Focused on early longevity science research, previously invested by 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 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 problems, has launched Follicool shampoo, priced at $49.95 per bottle, and buyers can receive 1 million POO tokens;
● CRYO (CryoDAO): Promotes research in the field of cryopreservation;
● NEURON (CerebrumDAO): Dedicated to brain health research, has raised over $1.5 million.
Three sub-DAOs currently under development include:
● Long Covid Labs: Focused on research into long-term effects of COVID-19;
● QuantumBioDAO: Dedicated to quantum biology research;
● Curetopia: Focused on research into genetic diseases.
2.3 PumpScience
The Solana ecosystem's 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 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 cell's natural defense mechanisms to resist stress and damage. Imagine it as a 'cell coach' that helps protect cells from harmful oxidative stress and maintain the quality of intracellular proteins, encouraging cells to stay healthy and resilient. 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 tannin (like pomegranates). The uniqueness of Urolithin A lies in its ability to 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 called mitophagy, and research shows 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 efficiency of drug conversion from preclinical research to clinical trials. By accurately simulating the effects of potential drugs on different organisms and humans, we aim to simplify 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, with token direction stemming from the Sci-Hub shadow library, merely a community meme token. Sci-Hub is a non-profit, non-governmental academic website offering free downloads of academic papers, integrating a range of other publicly accessible academic resources in Chinese and English, enabling one-stop searching and downloading of domestic and foreign literature, patents, books, and other academic materials.
ANTI- Antitoken and PRO - Protoken: Both are a pair of quantum entangled combination tokens that express 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 self-informed decisions by deploying its biological neural networks on-chain, utilizing AI to create a neural network inspired by Caenorhabditis elegans, consisting of 302 neurons, permanently executing on-chain.
GENOME: A project focused on monetizing genomic data securely, privately, and in an auditable way using DeFi. The GENE token is used for payments for whole genome sequencing and as an incentive mechanism for querying their encrypted DNA data vault.
GALEON: Galeon represents a groundbreaking approach in the healthcare sector, utilizing 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 governments through an innovative EHR system. This system is not just about storing patient data; it is about making that data facilitate improved healthcare outcomes.
DRUGS: Big Pharmai 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 discoveries, and receive feedback from peers. Anyone who posts outstanding 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 carry through into the new year?
Looking at the current market, the overall nature of DeSci and AI Agents is still primarily driven by memes, although its fundamental attributes differ from other meme logic.
● The differences in fundamentals compared to other memes:
Compared to purely zoo-like memes, internet trends, and hot events, AI Agents are the only speculative phenomenon supported by technology. 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 cyclical operation of commodity economies, and their narrative capabilities require more 'technology.'
● The differences between breaking circles internally and externally:
DeSci, by nature, requires external breaking of circles, with influence stemming from a specific influential 'person.' Relying solely on internal flow is difficult to sustain, and it needs reality figures with 'scientific research' attributes from outside; AI Agents need to break circles internally, focusing on 'usability,' 'fun,' and 'value' as the core for the market to buy in.
● The growth logic of the leading effect is different:
Currently, there are no leading projects in the DeSci track with a market cap exceeding $1 billion. Compared to the total market capitalization of AI meme tokens at $10 billion, there remains significant room for growth. Overall, DeSci's growth needs projects like Binance's investment in BIO Protocol to drive it, while AI Agents need to iterate on their engaging mechanics.
In comparison, AI Agents focus on the trend outlook of value investment in Blockchain + AI, aligning with the market's expectations for technological development, 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 leadership of DeSci projects like AmionChain by a16z. In a market environment lacking innovation, although neither AI nor DeSci are concepts that emerged only in 2024, after a year of development, AI Agents and DeSci will still be major points of speculation in this bullish market.
