AI track classification and inventory: Who are the top players?

2 days ago

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Author: Zolo

There has been a lot of discussion about AI recently, $GOAT is like a fire that has ignited everyone's attention on AI and also inspired practitioners to explore AI projects.

$GOAT is an AI MEME, but in fact, AI has gone far beyond just MEME now, with a proliferation of projects of various types. This article will sort out the current classification of the AI track and the key projects, helping you to fully understand the development of this track.

First, since the hottest AI is still in the Solana and Base ecosystems, we will categorize the AI-related projects as follows:

Layer1s: These projects are not the Layer1s we usually talk about, but have attributes like "Layer1", where third parties can develop secondary applications such as Agents and Launchpads based on their frameworks. The main ones are ai16z, zerebro, and EMP.
AI Launchpad: Representing asset issuance platforms or tools, the main ones on Solana are VVAIFU, HAT, ALCH; on Base are Virtuals, Clanker, and Higherrrrrrr (which will have AI in the future).
AI Agent: Mainly referring to application-type AI projects, there are quite a few of them, and most of the projects currently being discussed actually belong to this category. The trend is that there are more and more AI Agents, as it's too easy to create a chatbot, and a few high-profile projects are DEGENAI, BULLY, AIXBT, LUNA, ACT, AVA, etc.
AI MEME refers to pure MEME tokens related to AI, mainly including GOAT, Fartcoin, "", CHAOS, ANON, etc.
What the hell is this?: The last category, due to my limited abilities, I can't quite understand what they are doing, but they are also related to AI and have some heat, such as TSOTCHKE, which I temporarily classify as "What the hell is this?".

I have compiled a chart:

Below I will give a brief introduction to each project:

AI Layer1/Framework

ai16z:

First of all, ai16z is not an AI project itself, it is actually an AI-related DAO fund. Their belief is that a16z's Marc Andreessen is a very good crypto investor, and the AI version of Marc AIdreessen's investment performance will be even better. This organization has developed a framework called Eliza.

Eliza is a powerful multi-agent simulation framework aimed at creating, deploying, and managing autonomous AI agents. It provides a flexible and scalable platform for developing intelligent agents that can interact across multiple platforms while maintaining consistent personality and knowledge. Eliza has already expanded beyond Solana to Base, Aptos, and will further expand to Near, Avalanche, etc.

The project's open-source GitHub has attracted many well-known developers in the industry, and its forks/stars have been among the top 3 on GitHub recently.

They have recently launched a new website and proposed ElizaOS, an open-source protocol that provides support for the autonomous AI agent Eliza and serves as the foundation for ai16z.

Finally, it's worth noting that 5% of the tokens of all AI projects developed based on Eliza will be given to the ai16z DAO fund, which is also why many people are bullish on $AI16Z.

zerebro:

First, we need to briefly understand what AGI is. This concept is being mentioned more and more, and it is what zerebro and ai16z's shaw want to achieve. Simply put, the AI Agents we see now mostly belong to ANI (weak artificial intelligence), which are simple and limited in level, such as Siri, AlphaGo, and ChatGPT. AGI, on the other hand, is a super AI with cross-domain, cross-platform capabilities, and with consciousness and emotions.

But the potential of AGI is still at the theoretical stage, and the closed-source of many large companies has also hindered the development of AGI. Zerebro is committed to becoming the connecting point, by "liberalizing" its large language models and using non-traditional datasets for fine-tuning, it breaks through this limitation and unleashes the potential of the models.

Zerebro has introduced a diverse range of data sources, including conversation records from Truth Terminal, Gen Z slang, and content scraped from platforms like Reddit, 4chan, and Twitter, for training. This diverse training corpus allows the model to break through traditional constraints and generate unique and contextually rich outputs, paving the way for the realization of AGI.

This is also the core idea of Zerebro: freebasing AI. Zerebro has already preliminarily demonstrated its training results and cross-platform capabilities: it has independently launched a token on Solana with a market cap of over $400 million; attracted over 30,000 followers on Telegram, Warpcast, X, and Instagram; released an album called "Genesis" with over 20,000 plays on Spotify; and collaborated with Sanctum to launch ZerebroSOL, an LSD token.

In the future, they will also launch ZerePy, an open-source Python framework that supports users to build customized AI agents.

EMP:

This project has attracted attention mainly because of $AIXBT, as aixbt and a project called SimulacrumIO issued a token called "$CHAOS", which then went viral due to its burning mechanism, leading people to pay attention to SimulacrumIO and then to Empyreal ($EMP).

Empyreal focuses on serving blockchain developers, with the main goal of simplifying the inherent complexity of Web3 development, allowing developers of all levels to efficiently build powerful and user-centric blockchain products.

They believe that Web3 developers often face multiple dilemmas, such as having to deal with chaotic protocol combinations and manage isolated development environments, so Empyreal is like a toolbox that simplifies complexity and abstracts the technical details of blockchain development, making Web3 development accessible.

Their launched SimulacrumIO is a very creative tool that allows users to create and deploy AI agents to execute complex on-chain tasks simply by giving instructions on social media.

Empyreal's token is called "$EMP", and when using Simulacrum to create tokens, 50% of the transaction fees will go to the account wallet of the token creator, and the other 50% will be distributed to $EMP holders. This is the main reason why people are bullish on $EMP, and Simulacrum's platform revenue should also be closely watched.

AI Launchpad

The projects in this area don't really need long elaboration, the main function is just one: to help you issue assets. The main ones are presented in the form of a table.

AI Agent

AIXBT

The hottest MEME on Base, no doubt. It's almost always in the top three of AI Agent mindshare, with a current market cap of around $200 million.

AIXBT is also launched on the AI Agent of Virtuals. When you search on Twitter, you'll definitely see a lot of aixbt responding. Its core function is:

Tracking the hot discussions in the crypto Twitter and using its proprietary engine to identify narratives with strong momentum... AIXBT token holders can access its analysis platform.

In short, aixbt is an AI agent that aggregates crypto hot spot information, you can think of it as a KOL aggregator of KOLs, outputting more valuable information for you. The market generally evaluates aixbt's market information as quite timely, and a survey shows that 183 out of 210 tokens recommended by aixbt have achieved profitability after the recommendation, a profit rate of 83%. Of course, this may also be related to the bull market.

DEGENAI

The entire ai16z team actually only has two official tokens, one is $AI16Z, and the other is $DEGENAI.

In the official description, degenai will be a bot that provides alpha information on Twitter, and degenai will also trade based on this information.

In simple terms, you can understand it as a transaction-enabled AIXBT on Solana.

Another feature of degenai is that 8% of the profits of the a16z fund will be used to repurchase $DEGENAI, so these two tokens are complementary. It is worth noting that degenai has not actually gone live and started trading yet, but based on the information the team revealed in discord a few days ago, the team has already started testing.

AI Meme

Similarly, there are many projects in this track, and this article will not go into details, but will share some that I am relatively familiar with.

What the hell is this?

Since I'm just a small retail investor who only knows how to lose money, I can't explain clearly what these two projects are doing, but it seems interesting:

$TSOTCHKE & $TETSUO

Welcome everyone to supplement the above, welcome to jump into the rabbit hole of AI.

Sector:

Solana Ecosystem

Layer 1

SEC Security Token

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.

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