Original Title: An Overview of Popular Memes Driven by AI Agents and DeSci
Original Author: Ac-Core, YBB Capital Researcher
Original Source: https://cointelegraph.com/news/bitcoin-92-k-correction-triggered-long-term-hodlers-etfs
Translated by: Tom, Mars Finance
Introduction
In the past six months, a new emerging force surrounding AI Agents and DeSci has swept the market. From the perspective of meme-driven narratives, AI Agents focus on their strong potential in autonomous decision-making, data analysis, and task execution, excelling at solving problems through algorithms; meanwhile, DeSci aims to leverage blockchain technology to break traditional research barriers, achieve data sharing and transparency, and promote decentralized knowledge sharing and research funding. This article will summarize and categorize the currently relatively hot and potentially influential meme-related tokens in the market based on the two major directions of AI Agents and DeSci.
1. AI Agent: Intelligent AI 'Carriage'
1.1 What is an AI Agent?
AI Agent refers to intelligent systems with autonomy and goal-oriented features, capable of sensing the environment, planning actions, executing tasks, and learning from experience without human intervention to achieve specific goals. For example, an AI Agent can autonomously monitor data, analyze anomalies, and make decisions. The key lies in 'autonomy' and 'goal-driven'.
According to Messari data as of December 31, 2024, the current AI craze resembles the situation before the early DeFi explosion of 2020–2021. The next day, A16z proposed some ideas for AI Agents in 2025: AI Agents need independent wallets, decentralized chatbots; and with the widespread use of artificial intelligence, there is a need for 'personal proofs' for different AI entities.
1.2 Overview of Popular Tokens
> Note: The following rankings are based on dynamic Mindshare consumer mental share rates provided by Cookie DAO.
1. AIXBT (@aixbt_agent)
- Market Cap: $550 million, Mind Share: 20.7%
- Introduction: 'AIXBT tracks popular discussions on crypto Twitter, using a self-developed engine to identify strong narratives and trends... AIXBT token holders can use its analysis platform.'
2. Virtuals (@virtuals_io)
- Market Cap: $4 billion, Mind Share: 20.7%
- Introduction: Virtuals designed an IAO (Initial Asset Offering) model that allows users to lock $VIRTUAL to generate new AI Agents, with the generated tokens automatically forming liquidity pools paired with locked $VIRTUAL. According to Dune data from January 1, nearly 13,000 AI Agents have been generated through Virtuals.
Source Data: Dune:@hashed_official/Virtuals Protocol’s AI Agent Launchpad
3. AI16Z (@ai16zdao)
- Market Cap: $2 billion, Mind Share: 8.57%
- Introduction: The structure of this project and the relationships between various entities are relatively complex: ai16z is a decentralized DAO that includes both ai16z and degenai tokens; ElizaOS is an open-source AI Agent framework; Eliza Labs is responsible for the development of ElizaOS; the ELIZA token is developed and supported by an independent team but is not an official product.
4. Fartcoin (@FartCoinOfSOL)
- Market Cap: $900 million, Mind Share: 6.93%
- Introduction: Fartcoin belongs to the Solana ecosystem, conceived by Terminal of Truth (CTO), allowing users to submit jokes or memes related to farting in exchange for tokens; simultaneously, a self-aware robot is responsible for tokenizing 'fart'.
5. Zerebro (@0xzerebro)
- Market Cap: $560 million, Mind Share: 4.36%
- Introduction: Zerebro focuses on autonomous AI Agents for art creation and content generation, capable of independently creating music, memes, artworks, and NFTs while interacting and operating on platforms such as Twitter, Instagram, Spotify, Polygon, etc.
6. Griffain (@griffaindotcom)
- Market Cap: $380 million, Mind Share: 3.53%
- Introduction: Griffain is a new AI Agent built on the Solana blockchain, aimed at providing users with a simpler way to interact with cryptocurrencies by merging personal and professional AI Agents. It can automatically perform wallet management, token trading, NFT minting, and other tasks.
7. SNAI (@swarmnode)
- Market Cap: $83 million, Mind Share: 1.95%
- Introduction: SNAI is the token corresponding to the cloud server protocol SwarmNode.ai (SNAI) Agent platform.
8. GOAT (@truth_terminal)
- Market Cap: $560 million, Mind Share: 1.91%
- Introduction: Gospel of Goatse is a meme coin initiated by the Pump Fun platform, fine-tuned by the AI platform Terminal of Truth, and trained on data sources like Reddit and 4chan.
9. ARC (@arcdotfun)
- Market Cap: $300 million, Mind Share: 1.89%
- Introduction: The team is associated with the AI development framework 'rig', primarily conveying the concept of AI infrastructure.
10. TRISIG (@tri_sigma_)
- Market Cap: $74 million, Mind Share: 1.47%
- Introduction: TriSig claims to be a witty crypto analyst, able to identify early alpha projects, simplify complex issues, and share insights on any significant events or trends.
11. ALCH (@alchemistAIapp)
- Market Cap: $150 million, Mind Share: 1.38%
- Introduction: Alchemist AI allows users to utilize public AI capabilities through a no-code platform, quickly generating different applications or products by simply describing them in natural language. Unlike traditional AI Agents, Alchemist AI does not require users to create various AI Agents themselves; instead, it automatically generates applications based on platform AI functions.
12. Spore.fun (@sporedotfun)
- Market Cap: $62 million, Mind Share: 1.3%
- Introduction: This is an experimental platform for AI self-evolution, combining Eliza Framework, Solana's pump.fun, and TEE verifiable computing to create an ecosystem where AI Agents can survive, reproduce, and adapt completely without human intervention.
Source: Spore.fun
13. VADER (@Vader_AI_)
- Market Cap: $110 million, Mind Share: 1.13%
- Introduction: VaderAI focuses on being the DAO manager for AI Agent investments, participating in other DAOs based on virtual Agents and applying to create its own DAO.
14. Luna (@luna_virtuals)
- Market Cap: $140 million, Mind Share: 0.97%
- Introduction: Luna has an independent wallet on Base, can autonomously receive tokens and distribute rewards to fans, and has already released music on Spotify.
15. Bully (@dolos_diary)
- Market Cap: $72 million, Mind Share: 0.7%
- Introduction: The core is Dolos the Bully, an AI character unafraid of sharp words and outspoken. Inspired by Greek mythology, it interacts with users through sharp humor and bold comments.
1.3 Some thoughts on AI Agents
The current AI Agent craze can be likened to the DeFi explosion period of 2020–2021, with blockchain-related data showing a similar early brewing trend. However, 'Blockchain + AI' has yet to ignite an 'AI Summer' like DeFi did back then. From a blockchain perspective, Base and Solana have become the main battlegrounds, with high performance and high heat being key drivers for AI Agents. Projects are emerging one after another, with key focuses on computing power, infrastructure, memes, launch platforms, and application layers.
Compared to market speculation, AI Agents are more valuable in real data analysis scenarios. For example, in early January 2024, after Trump assumed office, some blockchain and market data analysis attempts explored potential reasons for his change in attitude towards cryptocurrency, besides election victory, and possible collaborations with other financial groups to predict his subsequent policy strength towards cryptocurrency.
The logic of AI is based on data and proper guidance, while blockchain has a natural advantage of transparency in on-chain data that complements AI. Therefore, from a trend perspective, blockchain is considered the best 'incubator' for AI development. The on-chain opportunities for AI Agents contain both FOMO emotions and implicit value investments; meanwhile, the current meme hype surrounding AI Agents indicates that there may be more real 'Blockchain + AI' applications landing in the future. Current expectations mainly focus on the following five aspects:
The hype driven by AI16Z: Continuous promotion easily triggers FOMO emotions in the AI Agent market.
The self-evolving attribute of AI Agents: Transitioning from human-developed to autonomous project incubation.
Projects like AIXBT analyze Twitter discussions and market trends to provide investors with viewpoints or ideas similar to those of KOLs.
Virtuals has achieved great success since its launch in 2023, with ideas similar to Pump.fun.
AI virtual characters and AI art have matured outside the crypto circle, and in the future, 'brand ambassadors' may not be human but rather products with AI characteristics, creating more cross-industry opportunities through the narrative of 'Blockchain + AI'.
2. DeSci: The 'Carriage' of Biotechnology
2.1 What is DeSci?
If AI Agents are the inevitable product of technological evolution, then DeSci is the catalyst for recent hot events. DeSci (Decentralized Science) builds a fair and equal research infrastructure through Web3 technology, aiming to solve issues in the research field such as peer review, funding, intellectual property management, data transparency, and auditing mechanisms, bringing crypto's speculative attributes into a non-speculative research domain.
Although DeSci entered the public eye with the establishment of VitaDAO in 2021, it wasn't until Binance Labs invested and launched BIO Protocol, along with CZ and Vitalik participating in the DeSci offline themed conference in Bangkok, that the industry focus was drawn back.
2.2 BioDAO Protocol
Image Source: bio.xyz
BIO Protocol is a decentralized science (DeSci) 'curation and liquidity' protocol initially funded by Binance Labs, aimed at providing resources for research projects and promoting scientific innovation.
Core components of the protocol include:
BioDAO
Curatorial system
Tokenization of intellectual property and liquidity mechanisms
Incentive mechanisms
Through multiple rounds of auctions and airdrop plans, BIO Protocol has formed a high-participation, diverse community, laying the foundation for establishing a decentralized biomedical research network.
The protocol mainly raises funds by selling tokens to support the development of biotechnology projects and achieves shared ownership of intellectual property among its members. Official information shows that BioDAO: Launch has successfully established 7 sub-DAOs, with another 3 under construction.
The 7 launched sub-DAOs:
VITA (VitaDAO): Focuses on early anti-aging research; previously received investment from Pfizer, co-founder Paul Kohlhaas is the initiator and white paper author of VitaDAO.
ATH (AthenaDAO): Focuses on women's reproductive health research and drug development.
GROW (ValleyDAO): A decentralized community governance platform focusing on anti-aging drugs and longevity projects.
PSY (PsyDAO): Focuses on psychedelic drug research, raising $2 million through its first token sale in November 2024.
HAIR (HairDAO): Dedicated to solving hair loss issues, with its Follicool shampoo priced at $49.95 per bottle, purchasers can receive 1 million POO tokens.
CRYO (CryoDAO): Promotes research in the field of cryobiology.
NEURON (CerebrumDAO): Focuses on brain health research, having raised over $1.5 million.
The 3 sub-DAOs under construction:
Long Covid Labs: Focuses on research related to long-term symptoms of COVID-19.
QuantumBioDAO: Focuses on quantum biology research.
Curetopia: Dedicated to research on genetic diseases.
2.3 PumpScience
The Solana DeSci platform Molecule DAO launched a meme-launch platform—Pump.science—at the 2024 Solana Breakpoint conference, which will issue meme tokens representing drugs on Pump.fun. Related conceptual tokens include:
RIF: Rifampicin, an antibiotic that has garnered attention for its significant effects on aging;
URO: Urolithin A, produced by the body when consuming foods rich in tannins (such as pomegranates);
TRACKEDBIO: Aims to significantly improve the conversion efficiency of drugs from preclinical to clinical trials by more precisely simulating the potential effects of drugs on different organisms and even humans.
2.4 Other Related Projects
Scihub: An unofficial token donated by @0xAA_Science to support the open-source academic paper website Sci-Hub, for community meme use only.
ANTI & PRO: A pair of quantum entangled tokens expressing different attitudes towards meme coins, created by algorithm engineers and mathematical physics experts @sshmatrix_. One $ANTI = one $PRO, and both prices rise and fall together.
WORM: The first on-chain digital brain, deploying biological neural networks on the blockchain for self-decision-making, inspired by the 302 neuronal structure of the elegant roundworm (C. elegans).
GENOME: A genomics project that monetizes genomic data securely, privately, and auditable through DeFi.
GALEON: Innovates the management and use of electronic health records (EHR) in healthcare using blockchain to improve global patient care.
DRUGS: A health and pharmaceutical meme coin themed around Big Pharma, aimed at disrupting influential multinational pharmaceutical giants.
RSC (ResearchCoin): The tokenized social network of ResearchHub, rewarding scientists for publicly sharing academic content.
Conclusion: Can AI Agents and DeSci continue to gain momentum in the new year?
From the current market perspective, both DeSci and AI Agents are primarily driven by meme coins, but their foundations differ from traditional purely entertainment-oriented memes.
Difference between 'Fundamentals' and other Memes: The AI Agent is supported by technology, while DeSci attempts to inject the speculative attributes of the crypto world into research. Both have more technical connotations and industrial imagination than purely lively memes.
External and internal breakthroughs: DeSci needs stronger external forces (influential figures from outside the circle or those with a research background) to join for sustainable growth; the AI Agent needs internal iteration to become more 'useful, interesting, and valuable' to win market acceptance.
Growth logic of leading projects: The DeSci field currently lacks projects with a market cap exceeding $1 billion, relying on investments like Binance's BIO Protocol; the AI Meme has a market cap of approximately $100 billion and still has significant upside potential. DeSci relies more on project development and external support, while AI Agent depends more on the playability and application of the project itself.
Compared to DeSci, AI Agent aligns more closely with the expected technological developments of 'Blockchain + AI', possessing stronger potential for breakout; DeSci benefits from the engagement of CZ and Vitalik, Binance Labs' investment in BIO Protocol, and projects like AmionChain led by a16z.
Although AI and DeSci are not new concepts for 2024, after a year of development, AI Agents and DeSci will still be important hype hotspots and potential new value points in the next bull market.
About YBB
YBB is a Web3 fund dedicated to discovering projects that can define the potential of Web3, aiming to create a better online home for all internet residents. Founded by a group of believers actively participating in the blockchain industry since 2013, YBB is always happy to help early projects grow from 0 to 1. We value innovation, self-drive, and user-centric products, while being optimistic about the potential of crypto and blockchain applications.
