New coins are cooling down, are there any investment opportunities at level 1.5? A complete story about AI tokens with a market value of tens of millions

avatar
ODAILY
12-09
This article is machine translated
Show original

Original | Odaily Planet Daily(@OdailyChina

Author | Nanzi(@Assassin_Malvo

Since the GOAT explosion, countless AI tokens have emerged on Solana, including ZEREBRO, ai16z and others that have become absolute leaders.

Many AIs seem to be just "babbling" to users, and there is little useful information to be found in the Chinese region, but they have been rising steadily over the past one or two months.

Therefore, Odaily will sort out some of the top tokens in this article, clarify their narratives, and help readers better understand the projects themselves.

Token Selection

Based on GMGN data, this article selects AI concept tokens with a market capitalization of $25 million to $100 million.

In addition to the market capitalization limit, this article selects tokens with very little information in the Chinese region, determined by the fact that only 1 or no information (excluding quotes, listings on Moonshot) can be found on the Odaily website.

GRIFFAIN

Fundamentals

Created on 11/3, with a peak market capitalization of $100 million and a current market capitalization of $85 million.

AI Narrative

Griffain is an on-chain AI Agent that can perform functions such as token trading, token creation, tweet posting, replying, and searching based on user (natural language) instructions. Advanced operations include automatically issuing tokens based on user tweets (e.g. Toly, Musk) and deciding whether to buy tokens based on tweets.

GRIFFAIN (test griffain.com) is the first test token of this AI, which is currently unrelated to project rights and requires the purchase of a pass card to use the AI.

Other Highlights

Received multiple reposts from Solana co-founder Toly;

Has strong background connections with the Solana team, including the AI claiming to have been created in the Solana office, and the founder @tonyplasencia 3 receiving attention from multiple Solana team members.

Top Hat

Fundamentals

Created on 10/31, with a peak market capitalization of $70 million and a current market capitalization of $52.3 million.

AI Narrative

AI Agent launch platform, where created AIs can chat on Telegram and Discord, and also support AI autonomous tweeting, as well as binding pump AI Agents.

The operation of AI requires the consumption of project internal credits Credits, which need to be purchased with SOL or HAT, with a 10% discount when using the latter.

Other Highlights

10% of platform revenue will be used to repurchase and burn HAT (TOP HAT) tokens. HAT has not disclosed its revenue situation, but based on Dune statistics, the project is still running smoothly. The active user count is shown in the bottom part of the figure below.

AVA

Fundamentals

Created on 11/14, with a peak market capitalization of $90 million and a current market capitalization of $40 million.

AI Narrative

The token is supported and endorsed by Holoworld AI, which is a decentralized AI character marketplace and social platform where you can create artificial intelligence bots with just a few clicks.

Holoworld AI is launched by Hologram Labs, which has been established for three years, was selected for the Binance Labs accelerator program MVB VII in March 2024, and raised $6.5 million in funding in July 2022.

REALIS

Fundamentals

Created on 12/5, with a peak market capitalization of $40 million and a current market capitalization of $37 million.

AI Narrative

The following content is summarized from the project whitepaper, the background and developer information of the project are currently not transparent, and whether it can be implemented is unknown, it is only for the purpose of interpreting the information in the whitepaper and for reference:

  • Why have REALIS, what problem does it solve?

In the process of AI development, traditional AI faces limitations in applying to complex real-world scenarios, such as lack of understanding of physical interaction and real environment, and difficulty in reliably aligning with human values and goals, which may lead to safety, ethical and adaptability issues in actual deployment. Realis Worlds aims to fill these gaps.

  • How to achieve the goal at a macro level?

By simulating realistic and rich in historical culture and geographical features environments (such as integrating dynamic environments, climate simulations and high-precision GIS data), provide AI with experiences similar to human development, explore how AI can naturally form value systems, moral decision-making systems and adaptive behavior patterns that are consistent with humans in complex environments, such as in-depth application needs in urban planning, resource management, cultural research and other fields.

  • Implementation details?

A 1:90 scale model of the Earth was created in Minecraft, introducing high-precision data such as the NASA Shuttle Radar Topography Mission (SRTM) and the Köppen-Geiger climate classification map. Then, scripts are used to simulate the evolution of scenarios and social and cultural changes in the simulated world.

FXN

Fundamentals

Created on 11/23, with a peak market capitalization of $35 million and a current market capitalization of $35 million.

AI Narrative

The following content is summarized from the project whitepaper, the background and developer information of the project are currently not transparent, and whether it can be implemented is unknown, it is only for the purpose of interpreting the information in the whitepaper and for reference:

FXN aims to solve the problem of communication and resource sharing between AI Agents. As artificial intelligence develops, numerous AI agents and frameworks have emerged, but they operate in isolated environments with limited resources and capabilities. The FXN protocol provides a universal framework that allows agents to discover, communicate and share resources across different frameworks and implementations, thereby enhancing the overall capabilities of AI systems.

CHAOS

Fundamentals

Created on 10/25, with a peak market capitalization of $100 million and a current market capitalization of $25 million.

Background

CHAOS was launched by Nick Liverman, who is the CEO of high-precision 3D printing technology Old World Labs and the MMORPG game Abyss Online. Nick Liverman is currently engaged in the development of machine learning, LLM and other aspects, and has over a decade of experience in additive manufacturing (i.e. 3D printing). According to Nick's LinkedIn profile, he is combining the two with the aim of "achieving true general artificial intelligence".

AI Narrative

CHAOS has mentioned a wide range of directions, including:

Other Highlights

Received a $25,000 sponsorship from the ACT community.

Source
Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
Like
Add to Favorites
Comments