Can the narrative of AI Agent and DeSci continue into the new year?
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.
1. The Smart AI Cart of AI Agents
1.1 What is an AI Agent
AI agents are intelligent systems with autonomy and goal orientation, capable of perceiving environments, planning actions, executing tasks, and learning from experiences to improve, achieving specific goals without human intervention, such as automatically monitoring data, analyzing anomalies, and making corresponding decisions. Therefore, their 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 form of the DeFi boom of 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 proof of different AI personalities.
1.2 Overview of Popular Tokens
(Note: The following is ranked according to the Mindshare consumer mind share ranking order based on Cookie DAO's dynamics)
· AIXBT (@aixbt_agent)
Market Cap: 550 million USD, 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 Cap: 4 billion USD, Mind Share: 20.7%
Virtuals designed the Initial Token Offering (IAO) model, allowing users to generate new AI agents by locking $VIRTUAL, and the created tokens will automatically pair with locked $VIRTUAL, forming a liquidity pool. According to Dune panel data from January 1, nearly 13,000 AI agents based on Virtuals have been launched.
Source of data: Dune:@hashed_official/Virtuals Protocol's AI Agent Launchpad
· AI16Z (@ai16z_dao)
Market Cap: 2 billion USD, Mind Share: 8.57%
The project structure and the relationships among various entities are: ai16z is a permissionless DAO, owning the 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 USD, Mind Share: 6.93%
Fartcoin is located in the Solana ecosystem and is a meme coin conceived by Terminal of Truth (CTO), allowing users to submit fart jokes and memes in exchange for tokens, with the help of sentient robots to tokenize fart.
· Zerebro (@0x_zerebro)
Market Cap: 560 million USD, 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 USD, 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 handle complex tasks such as wallet management, token trading, and NFT minting.
· SNAI (@swarmnode)
Market Cap: 83 million USD, 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 USD, 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 more.
· ARC (@arcdotfun)
Market Cap: 300 million USD, Mind Share: 1.89%
ARC is an AI conceptual token, with its team related to the 'rig' AI development framework, representing the concept of AI infrastructure.
· TRISIG (@tri_sigma_)
Market Cap: 74 million USD, 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 his views on any significant events or trends in the cryptocurrency market.
· ALCH (@alchemistAIapp)
Market Cap: 150 million USD, Mind Share: 1.38%
Alchemist AI is a no-code application generation platform that allows users to quickly generate different applications and products by describing them in natural language, leveraging public AI capabilities. Unlike traditional AI agents, Alchemist AI does not require users to create different AI agents but automates application generation through the AI capabilities provided by the platform.
· Spore.fun (@sporedotfun)
Market Cap: 62 million USD, Mind Share: 1.3%
It is the first experimental self-replicating 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 also autonomously reproduce and adapt, completely free from human intervention.
Source: spore.fun
· VADER (@Vader_AI_)
Market Cap: 110 million USD, Mind Share: 1.13%
VaderAI aims to become the DAO manager for AI agents, participating in DAOs with virtual agents and applying to set up its own DAO.
· Luna (@luna_virtuals)
Market Cap: 140 million USD, 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 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 wave surrounding AI agents also reflects on-chain data similar to the pre-takeoff situation of DeFi in 2020-2021. However, the current Blockchain + AI still struggles to trigger the winds of AI Summer. From the on-chain perspective, Base and Solana have become the main battlegrounds, with high performance and high speculation being key to carrying AI agents. The classification of AI projects is visibly rising rapidly, and worthy directions include computing power, infrastructure, memes, launch platforms, applications, etc.
Compared to market speculation, the application of AI agents in actual data analysis is more valuable. Taking the example of Trump's return to power at the beginning of 2024 (January 20), by analyzing on-chain and market data, we can examine whether there are other reasons behind Trump's change in attitude towards cryptocurrency, aside from winning the election, including collaborations and demands with other consortiums, to predict his future commitment to cryptocurrency.
The logic of AI itself requires data and guidance to determine right and wrong, while blockchain has the inherent advantage of transparent data 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. However, it is undeniable that the speculation in the AI agent's memecoin market also shows us the hope for the real application of Blockchain + AI in the future. The current market speculation expectations mainly focus on the following five points:
· The speculation and continuous hype of AI16Z drives the entire AI agent market;
· The spontaneous iterative evolution of AI agents shifts the evolution of projects from artificial to automated;
· Similar to AIXBT, Twitter analysis judges market trends, allowing investors to obtain alternative views and perspectives; from the quality of the sent tweets and market recognition, it is not inferior to KOL levels;
· Virtuals, launched last year, achieved great success through a path similar to Pump.fun;
· AI virtual humans and AI works have opened up a new mature market outside the cryptocurrency field. Today's spiritual leaders and image ambassadors can be not only human but also equivalent to 'AI image products', making the narrative of blockchain + AI more effective in breaking circles.
2. The Life Sciences Cart of DeSci
2.1 What is DeSci
If AI agents are the inevitable product of technological iteration, then DeSci is the catalyst for recent hot events. DeSci (Decentralized Science) is a model for building fair and equitable scientific research infrastructure through Web3 technology, aimed at addressing issues in research such as review, funding, intellectual property management, and data transparency and review mechanisms. It attempts to introduce the speculative nature of the crypto space 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 gained widespread attention until recently when Binance Labs invested and launched BIO Protocol, and CZ and Vitalik jointly participated in an offline conference on DeSci themes in Bangkok, which brought this track back into the market's focus.
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, aimed at providing resource support for scientific research projects and promoting scientific 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 programs, 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 7 sub-DAOs, with another 3 sub-DAOs in development.
The 7 launched sub-DAOs include:
· VITA (VitaDAO): Focused on early longevity science research, has received investment from Pfizer, co-founder Paul Kohlhaas is the initiator and white paper author of VitaDAO;
· 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, successfully completed its first round of token sale in November 2024, raising 2 million USD;
· HAIR (HairDAO): Dedicated to solving hair loss issues, has launched Follicool shampoo, priced at $49.95 per bottle, and purchasers 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 USD.
The 3 sub-DAOs being developed include:
· Long Covid Labs: Focused on the research of long-term sequelae of COVID-19;
· QuantumBioDAO: Committed to quantum biology research;
· Curetopia: Focused on the research of 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 drugs on Pump.fun, with related conceptual 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 often 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,' encouraging cells to remain healthy and resilient by protecting them from harmful oxidative stress and maintaining the quality of intracellular proteins. These protective effects help the worms live longer and healthier."
URO: Urolithin A, "This is a compound produced by your body when you eat foods rich in ellagitannins (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 known as mitophagy, and research has shown it can extend the lifespan of Caenorhabditis elegans by making cells more efficient and vibrant."
TRACKEDBIO: "One of the main goals is to significantly improve the efficiency of drug translation from preclinical research to clinical trials. By accurately simulating the effects of potential 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 the open-source research paper website, with token direction derived from the Sci-Hub shadow library, it is merely a community meme token. Sci-Hub is a non-profit, non-governmental academic paper download website that provides free access to academic papers. Besides Google Scholar, Sci-Hub, LibGen, and PubMed, it also integrates a range of other publicly accessible Chinese and English academic resources for one-stop search and free download 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 attitudes of support and opposition to meme tokens, founded by algorithm engineer and mathematical physics expert @sshmatrix_. 1 $ANTI = 1 $PRO rise and fall together.
WORM: The first on-chain digital brain, capable of making informed decisions by deploying its biological neural network on-chain, utilizing artificial intelligence to create a neural network inspired by Caenorhabditis elegans, consisting of 302 neurons, permanently executing on-chain.
GENOME: A genetic data project focused on using DeFi to securely, privately, and audibly monetize genomic data. GENE tokens are used for payment 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 field, utilizing blockchain technology to revolutionize the management and use of electronic health records (EHR). Its core design aims to enhance patient care and management in hospitals and governments worldwide through an innovative EHR system. This system is not just about storing patient data; it's about making this data facilitate improved healthcare outcomes.
DRUGS: Big Pharma is a medical and pharmaceutical meme coin, whose vision is to disrupt 'Big Pharma', referring 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 collaborative and publishing tools to help researchers work together, share their findings, and receive feedback from peers. Anyone who publishes great content on ResearchHub will earn 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 to the new year?
Looking at the current market, the overall integration of DeSci and AI agents is still primarily driven by memes, but its fundamental attributes differ from other meme logics.
The differences in fundamentals compared to other memes:
Compared to purely zoo-like, internet hot memes, and trending events, AI agents are the only speculation supported by technology. As traditional finance and the internet weaken, people will shift more attention to blockchain and AI. AI agents and DeSci are more in line with the operation of the commodity economy's K-wave cycle, where narrative ability requires more 'technology';
The difference between breaking circles from the inside and breaking circles from the outside:
DeSci, in its attributes, needs more external breaking circles, with influence coming from a specific influential 'person'. Relying solely on inside traffic is difficult to sustain; it needs real-world figures with properties of 'scientific research' from outside; AI agents need internal breaking circles, with 'usable', 'fun', and 'valuable' being the core for the market to buy in.
The growth logic of the leading effect is different:
Currently, the DeSci track has yet to produce a leading project with a market cap of 1 billion. Compared to the total market cap of AI meme tokens at 10 billion USD, there is still significant room for growth. Overall, the growth of DeSci needs projects like BIO Protocol, invested in by Binance, to drive it, while AI agents need to iterate on their engaging gameplay.
Compared to each other, AI agents focus on the trend outlook of blockchain + AI value investment, aligning with market technological development expectations and having stronger potential to break circles; while DeSci benefits from discussions between CZ and Vitalik, Binance Labs' investment in BIO Protocol, and various pushes like the DeSci project AmionChain led by a16z. In an environment where market innovation is lacking, although both AI and DeSci are not concepts that emerged in 2024, after a year of development, AI agents and DeSci will still be major points of speculation in this bull market.
