Author: TechFlow
The AI-related on-chain hype wave is shifting from Solana to the Base chain.
From a capital perspective, as the AI meme collective on the Solana chain experienced a correction last week, the on-chain capital is starting to try its luck on the Base chain.
The data doesn't lie. According to Artemis data, the ecosystem with the largest net capital inflow (inflow minus outflow) in the past month is Base, with a net inflow of $750 million; in contrast, Solana's net capital inflow is only around $300 million, less than half of Base.
In other words, Solana's on-chain playground may be more about existing capital churning, while the Base chain is welcoming new opportunities.
If you pay attention to the Base chain, you will definitely feel that the AI Agent fever on Base has two key battlegrounds:
Around Virtuals.io: 1 month ago, it opened the box of AI Agent tokenization, allowing anyone to create and issue AI agent Tokens, which was well received by the market; the Virtuals platform can frequently launch new Agent Tokens to quickly attract attention.
Around Clanker: The AI-driven "Token Bot" on Warpcast, designed for rapid DIY Token deployment. You only need to mark Clanker on the Farcaster client like Warpcast or Supercast, tell it your Token idea, and it will launch the Token for you on Base.
By the way, the Tokens issued through Clanker on Base have already exceeded 3,600, which is not comparable to the Solana ecosystem in absolute value, but the trend is already emerging.
And in the past few days, almost all the hot spots on the Base chain have been around these two key battlegrounds.
TechFlow has quickly reviewed and summarized some popular assets, to help you quickly understand the latest news about the relevant targets.
$aixbt: Better crypto detectives are AI, but the best are expectations or conspiracies
Token name: aixbt
Market cap: $73M
CA:
0x4F9Fd6Be4a90f2620860d680c0d4d5Fb53d1A825
Related battleground: Virtuals
The hottest AI Agent concept Token on the Base chain today is aixbt, which is deployed on the Virtuals AI Agent launch pad, with its market cap increasing by more than 60% in a single day, and a 24-hour price increase of nearly 70%.
And if you search for topics, quotes, and discussion trends related to AI Agents in today's crypto Twitter, you'll find that this aixbt is also at the forefront.
More notably, if you consider the ratio of discussion heat and Token market value (who has a relatively small market value but a lot of discussion), aixbt even surpasses well-known Agents like Cents and Zerebro on Solana, and has become the focus of traffic for a time.
With skyrocketing prices and soaring heat, what exactly is aixbt?
The editor has browsed its website and introduction, and found that there is currently no actual AI product available, and the website is blank except for a Pepe sketch; instead, the project's introduction makes people's expectations soar:
"AIXBT tracks the hot discussions on crypto Twitter and uses its proprietary engine to identify narratives and games with strong momentum... AIXBT Token holders can access its analysis platform."
In short, aixbt (self-proclaimed) is an AI agent that aggregates crypto hot spot information, and you can treat it as an aggregator of KOLs, outputting more valuable information for you.
And the name aixbt also easily makes people associate it with the real-life on-chain detective ZachXBT.
However, we don't know how its proprietary engine actually works in terms of on-chain detective work. The component composition of the AI agents on Virtuals shows that aixbt only calls some publicly available large language models and some data on crypto project analysis.
But the market has always been "get on the bus first and then research or verify", without waiting for the materials to be complete and the logic to be self-consistent, the Token aixbt has already started its upward journey, almost only rising and not falling since the 13th, until the excessive increase today attracted more attention.
Currently, we can't find more product pages related to AI, and can only look for clues in the comment area of aixbt on Virtuals - aixbt will answer and give insights to the various crypto-related questions raised by netizens in the comment area, and some questions can indeed stimulate everyone's FOMO sentiment.
For example, someone asked if aixbt will be listed on certain exchanges, and aixbt's response (possibly human) is very upright:
We are actively working on exchange listings, but the priority is to provide a better sentiment analysis platform for our token holders.
Smooth human touch, no real substance but the Token keeps rising...
Indeed, better crypto detectives may be AI, but the best are just expectations or conspiracies; hyping expectations before launch is the most Crypto Native.
$bug: AI error, the market pays the bill
Token name: bug
Market cap: $3.6M
CA:
0x15bbF2456218d6bd585B118783ACb4F8bf4e2dAF
Related battleground: Clanker
Clanker, the Token bot on Farcaster, is generally at your service, if you ask it to create a Token for you, it will really do it for you...
Of course, there may also be bugs.
For example, today, a netizen on the community asked Clanker to create a Token called $SantaClanker, which seems to have some connection with the upcoming Christmas.
Clanker readily took on the request to issue the Token, but perhaps due to a malfunction, Clanker executed the request, but the result was not a $SantaClanker, but directly a $BUG.
Artificial intelligence is occasionally artificial stupidity, issuing the Token wrong and directly calling it BUG, at least proving that this is really AI issuing the Token, just that it's wrong in a cute and unexpected way.
Obviously, the market is very tolerant and pays the bill for this error. This erroneous Token $bug has immediately gained the pursuit of everyone, turning the error into an interesting meme target, and thus forming a unique angle of "marking AI agent errors", with the erroneously issued Token surging over 600% in 1 hour; it has dropped slightly as of the time of writing.
The market's taste has made it clear: tired of the serious AI narratives, occasionally eating some sweet meme Tokens is not bad either.
$ANON: Key figures mentioned multiple times, seeking legitimacy
Token name: ANON
Market cap: $42M
CA:
0x0Db510e79909666d6dEc7f5e49370838c16D950f
Related battleground: Clanker
The story begins with the Polish developer woj (@wojtekwtf) creating the social product Supercast based on the Farcaster protocol in October 2024; it is a peer-level application layer like Warpcast.
Supercast introduced a feature called Superanon, which supports anonymous posting through zk proof technology.
Superanon has been running smoothly since its launch, until November 14, when an anonymous user interacted with the AI Agent account @clanker in the Farcaster ecosystem through the Superanon account and successfully issued a $ANON MEME Token.
Unlike pure MEME without any products, the product behind ANON has the real feature of zk anonymous posting, which is precisely this feature that has attracted the attention of key figures:
For example, Vitalik previously tried to use this product, but needed to hold a certain amount of ANON tokens to post, so he also bought some tokens to experience it, but this action obviously ignited the enthusiasm of everyone to follow suit; Later, he posted on Warpcast, pointing out that anoncast shows good prospects in protecting freedom of speech while avoiding spam and low-quality content.
Previously, Jesse Pollak, the head of the Base protocol, exchanged 0.333 ETH (about $993.41) for 31,529 ANON; and the co-founder of Farcaster also announced that Anoncast will launch a new anonymous posting feature, supporting selective identity verification...
Compared to a few other tokens with a stronger AI flavor, ANON is more about the actual product in the front, driven by key figures, and the ANON token is currently in a volatile period after a rapid price surge in the past few days.
In the crypto world, finding legitimacy and celebrity endorsement has always been a tried and true tactic. Although Vitalik is often jokingly accused of not focusing on ETH, his legitimacy still remains.
Why is the trend unstoppable?
When the AI wind blows to Base, is this an accident or a necessity?
The editor believes that the latter probability is greater.
Solana is still the leader, but the internal structure of the ecosystem is undergoing some differentiation:
First, the violent and intensive PVP high-speed minting has also more quickly spawned hot targets, and after a burst of explosion, the surviving targets are just a few, but more people have lost money and been eliminated in this cruel arena, and after fatigue and disappointment, only the stock capital is left to gamble.
Smart money often misses the mark, and people long for less frenetic places; against this backdrop, capital outflows to Base have become inevitable.
Second, pump-related chaos is frequent, and recently various cases of abusive, pornographic and unethical unlimited token issuance live broadcasts have been seen frequently, some views believe that this is a sign of reaching the top and market overheating, smart money will naturally avoid the limelight in the din and stay away from the place of controversy.
You may ask, why did the capital just flow to Base?
Don't forget, the AI craze needs a soil, in plain terms, it needs a place that can be used and can ferment and spread.
In this regard, Farcaster's social advantage is reflected, a more Crypto Native community, making asset creation, sending and receiving, and discussion extremely smooth, which is what the crypto Degens love to see, and among Farcaster's users are not a few technical elite and key figures, further promoting the possibility of the popularity of AI agent tokens.
When Farcaster becomes a community-based experimental field, the entire Base ecosystem naturally wants to catch this capital outflow, after all, playing the public chain is playing the ecosystem; and an ecosystem suitable for the AI Agent hype wave, undoubtedly has the potential to stand in the spotlight of the new cycle.
No one knows when the wind will stop, but the wind is indeed blowing strongly at the moment.
Whether to embrace it or not, it's up to you.
