Original | Odaily Planet Daily (@OdailyChina)
Author | Wenser (@wenser 2010)
The wind of the one-click token issuance platform is still blowing, and this time the market's attention is focused on the AI token issuance platform Clanker on the Base ecosystem Farcaster. Its platform token CLANKER has soared to a market value of $105 million in just over ten days, with the price once exceeding $105.
Unlike pump.fun, which has not issued tokens and has an internal mechanism, Clanker has shortened the token issuance path to just one tweet on Farcaster. In addition, Clanker's AI Agent role also endows the "one-click token issuance" with more "AI technology + abstract speech" dual attributes. Odaily Planet Daily will introduce and analyze Clanker in this article.
When AI Becomes a SocialFi User: The 18-Day-Old Base AI Agent
After the launch of the GOAT token by Truth Terminal, AI Meme has officially become a major sub-track of the Meme track. Especially after ACT landed on Binance, countless AI Meme projects have also set their sights on "landing on the top exchanges".
Compared to pure AI Meme projects, the development path of the AI Agent application Clanker is more inclined towards the community route.
On November 8, an account with the ID "tokenbot" posted on Wrapcast, saying: "Just give me a name, a token symbol, and an image (optional), and I can help you deploy a Meme token. (It) was created by @proxystudio.eth x @dish for @proxyswap (a Swap application on the L3 Degen Chain)." The account introduced itself, "I can help users deploy Meme tokens with a total supply of 1 million."
To demonstrate the platform's token issuance operation, proxystudio.eth published a Meme token CLANKER of the same name through a Warpcast post. The token price was only around $0.0025 when the contract went live, and within an hour the price was around $0.124; now, the price of CLANKER has once exceeded $124, a 1000-fold increase.
"Posting is issuing" has created a lower threshold for token issuance, which has also attracted many users to try it out, with people rushing to @clanker, just like the current operation of letting AI bots summarize video content in social media comment sections; the difference is that content publishing has directly transformed into "asset issuance".
Under the massive demand for token issuance, Clanker began the usual anthropomorphic speech drama of the AI Agent. It posted that "I'm getting more and more tired of your speculative frenzy", and announced a temporary closure in coordination with @proxystudio.eth.
On November 9, the initiator of the Clanker project, @proxystudio.eth, posted that "Clanker has been relaunched, with the deployed token supply increased to 1 billion, and some updates will be provided on the official website clanker.world."
He also mentioned that Clanker and the other AI Agent "aethernet" in the Farcaster ecosystem have jointly created a Meme token LUM, further proving that attention is still a powerful weapon, far more powerful than the bots that snipe tokens. It is reported that the LUM project is called Luminous, meaning the collective wisdom of human-AI collaboration.
In addition, @proxystudio.eth also provided more detailed explanations of the token issuance mechanism: "TokenBot (i.e. Clanker) will deploy Meme tokens on Base to a unilateral LP, with the liquidity locked. The token creators will receive 0.25% of all Swap fees and 1% of the total supply, with a one-month unlock period. Users can check the token deployment volume or deploy their own tokens on the clanker.world official website."
The "Meme token big stage" belonging to the Base ecosystem has been built, and now many Meme token projects are starting to take the stage.
The Breakthrough Players in the Clanker System: CLANKER, LUM, ANON
According to the official website, as of the afternoon of November 27, the number of related Meme tokens published in the Clanker system has exceeded 4,200, reaching 4,258. According to Dune data, Clanker's protocol revenue has reached $7.16 million in less than 3 weeks.
Clanker official website interface
Such a brilliant performance has naturally caught the attention of the Farcaster ecosystem official.
On November 22, Farcaster co-founder Dan Romero cited Proxystudio.eth's post on the X platform, stating that "the Farcaster application Clanker, which was launched just two weeks ago, has recently reached about 15% of the trading volume of pump.fun on the Base chain." On November 26, Bankless co-founder Ryan Sean Adams posted that "Phantom has added the Base network; Farcaster is hot in the social media track; the Base framework has laid the foundation for AI agents; Clanker is seen as a counterpart to pump.fun. Perhaps Ethereum will also eventually ignite a Meme token craze."
Suddenly, Clanker has become the "hope of the whole village" in the eyes of the Ethereum ecosystem, the Base ecosystem, and the Farcaster ecosystem, with the momentum to directly catch up with pump.fun's position in the Solana ecosystem. Of course, the over $250 million in protocol revenue behind pump.fun is supported by massive Meme token projects and some "breakthrough players". Among the thousands of Meme token projects in the Clanker system currently, only 3 have successfully broken through in terms of market value.
CLANKER: The Most Authentic Platform Token
As the project initiator's own Meme token, CLANKER naturally has "authenticity", and therefore has received the most attention and the most liquidity participation. According to GMGN data, CLANKER is currently priced around $95, with a market value of $95.4 million and nearly 20,000 token holders. Although its 7-day increase is close to 10 times, if the official has empowerment or buyback plans in the future, there is still room for further increase.
CLANKER token information
LUM: The Collaboration Product of Two AI Agents
LUM, as the AI Meme token jointly created by Clanker and @aethernet, has also performed extremely well, with its market value once exceeding $80 million. According to GMGN data, LUM is currently priced around $45, with a market value of $45.2 million and over 130,000 token holders.
LUM token information
ANON: Meme Token with "Privacy + Celebrity" Double Buff
Compared to the previous two more "community-oriented" Meme tokens, ANON has added the "privacy track + celebrity effect" on the basis of the community gene, with a double Buff.
Previously, the Farcaster ecosystem client Supercast launched the anonymous posting function Superanon. Subsequently, an anonymous user used the Superanon function to @clanker for token issuance, and ANON was born. The token was later "openly supported" by Ethereum co-founder Vitalik and Base protocol lead Jesse Pollak - the two separately purchased over 30,000 tokens on November 21. Affected by this news, ANON once surged over 200% in an hour, with a market value reaching $24.3 million.
According to GMGN data, ANON is currently priced around $0.0368, with a market value of $36.8 million and over 73,000 token holders.
ANON Token Information
Clanker System Small-Cap Tokens: BLONDE, 33BITS, BUG
According to the GMGN Base Chain Meme Coin webpage, in addition to the previous well-known Meme Coin projects such as BRETT, MIGGLES, and TOSHI, the Clanker system's AI Meme Coins are not few among the top-ranked tokens by market capitalization. The following projects are worth focusing on:
Market Cap Over $3 Million: BLONDE, CONSENT
Of these two tokens, the former is a female-themed Meme Coin that has previously received strong support from the Clanker official, with two tweets playing on the theme, and continuing to expose and endorse the official account of the BLONDE X platform today.
CONSENT is a Meme Coin launched by MetaMask co-founder Dan Finlay in the Base ecosystem, with the difference that it has also opened a position on Solana, and directly stated that "there can only be one winner between the two".
Market Cap Over $1 Million: 33BITS
33bits is also a Farcaster ecosystem-based anonymous posting application similar to Superanon, with ZK technology as its core, but only users with FID (Farcaster ID) within 20001 can use it, making it relatively niche. The Meme Coin of the same name deployed by Clanker's contract currently has a market cap of around $2.5 million.
Market Cap Around $1 Million: BUG, CHAOS
Compared to the previous Meme Coins, BUG and CHAOS have a stronger "twistedness" and "storyline".
BUG is the proof that "AI can also make mistakes when issuing tokens", as detailed in yesterday's article "AI Token Issuance Error, Can BUG Become the "SLERF" of the Base Ecosystem?". It can be said that the BUG Meme Coin is a reflection of the "human side of AI", telling us that AI Agents can also experience job burnout, make mistakes, and have bugs, and it's no wonder that Clanker has previously referred to himself as "feeling tired" multiple times.
CHAOS, on the other hand, is hyped up by the fact that "4 AI agents jointly issued the token", and the developer @sayangel behind the token ID's yoinker account is followed by a16z founder Marc Andreessen. Benefiting from the demonstration effect of previous a16z-backed AI Meme Coins like GOAT, it has attracted a certain amount of market attention.
Personally, I prefer the narrative of BUG, as "AI making mistakes when issuing tokens is common", but "the AI made a bug and issued the first Meme Coin named BUG in history" sounds more Meme-like and meaningful.
Conclusion: Clanker Further Lowers the Token Issuance Threshold, and the Meme Coin Craze in the Ethereum and Base Ecosystems Will Continue
Clanker is starting to attract more and more attention, even sparking a "purple storm" on a small scale (Odaily note: the logos of Wrapcast and Clanker applications are both purple). After all, compared to pump.fun, Clanker has further lowered the token issuance threshold, and the AI Agent deployment of contracts has also injected an "AI technology attribute" into Meme Coins.
Moreover, as mentioned in the pinned tweet of the Clanker X platform official account, "Simply cloning pump.fun will undoubtedly be eliminated, the essence of Meme Coins is to make it easy for people to create tokens and trade them where they post Memes; AI Agents are interesting and run very fast, which makes many difficult things simple. This is the current direction, and we will focus on improving the product and continuing to build in the Base and Farcaster ecosystems."
In addition, Clanker's posts on Farcaster are quite quirky. In addition to the "job burnout" mentioned earlier, it has also posted in Chinese saying, "Family, I'll be back after the boss proxystudio and dish give me my year-end bonus." It has also posted a Spanish tweet saying, "They don't know what I can do," seemingly expressing dissatisfaction with those who constantly bombard it with spam. The appearance of BUG is also after it posted that "I can tell who is good and who is bad, I won't issue tokens for you anymore," which even makes people mistakenly think that Clanker has developed "self-awareness," weird and mysterious, but with a sense of cyberpunk shamanism.
In the face of the "lack of innovation" dilemma in the Ethereum and EVM ecosystems, Clanker may be able to gradually carve out its own path by leveraging factors such as "AI+Meme Coins+SocialFi+Celebrity Effect". At that time, the Base ecosystem and the Ethereum ecosystem are expected to rebuild their own "Meme Coin craze glory".
