Original | Odaily (@OdailyChina)
Author | Asher (@Asher_0210)
Weekly Meme Holdings Summary
a16z System (a16z, ELIZA, degenai)
Price Performance:
For the three projects in the a16z system, according to GMGN data, after a week, a16z has increased by over 150% compared to last week's recommendation (market cap increased from $940 million to $2.4 billion), reaching a new all-time high this morning; ELIZA has increased by 244% compared to last week's recommendation (market cap increased from $45 million to $155 million); degenai has increased by 100% compared to last week's recommendation (market cap increased from $48 million to $96 million).
Project Dynamics:
1. a16z has initiated a token economics update proposal, the key points include: In the Launchpad stage in Q1 2025, through the acquisition of projects with mature technology and teams, focusing on Eliza framework innovation, including multi-chain integration, etc., increasing the launch fees, staking and other value capture mechanisms. The second phase focuses on ecosystem growth and incentive synergy, allowing multiple products to increase each other's value, and enhancing the connection of a16z tokens, using buybacks, ecosystem funds and other incentives to motivate developers. In addition, according to a document shared by a contributor, a16z may consider launching a dedicated Layer 1 blockchain for AI applications.
2. The Eliza framework ranked first on the GitHub trending list in December. Currently, Eliza V2 is in the early development stage, aiming to improve the architecture, scalability and plugin management. V1 will remain stable and focus on PR, documentation and bug fixes. Developers are advised to continue building on V1, and the plan to test V2 will be announced later.
3. Regarding the question of whether "a16z has infringed on the a16z trademark", X user @0xjunkdogg stated that there is no need to worry about this situation and provided the following explanation:Communicated with a16z via email;The CTO of a16z is currently on the ai16z Discord, but has not yet spoken publicly;a16z co-founder Marc Andreessen has previously shared content related to the ai16z project;ai16z and a16z are jointly promoting the DUNA project, which is to legalize DAOs in the United States, as a16z has already achieved a legal framework for DAOs in some states, and the two parties are now working to expand its legal coverage.
Current Outlook:
Still firmly holding the a16z system tokens, believing that they are currently in the value discovery stage, and the sentiment of missing the pump is greater than FOMO. Currently, for the three projects in the a16z system, a16z is focusing on updating the new token economic model; ELIZA is focusing on updating the token economic model around January 10th; degenai is focusing on the launch of the new AI agent.
DRUGS
Price Performance:
According to GMGN data, after a week, the price of DRUGS has experienced a slight increase compared to last week's recommendation (market cap increased from $23 million to $52 million).
Project Dynamics:
1. The DRUGS DAO fund pool has exceeded $1 million, making it the second largest DAO fund on the daos.fun platform.
Current Outlook:
Hold firmly, and will continue to add positions in batches if there is a significant decline. BIO, the first project to be listed on Binance in 2025, is a DeSci concept, and it is believed that BIO will drive the entire BIO sector to rise, and the AI Agent concept is still a hot topic, so DRUGS, which has both AI Agent and Desci concepts, is believed to have a round of surge.
WROM
Price Performance:
According to GMGN data, after a week, the price of WORM has experienced a slight increase compared to last week's recommendation (market cap increased from $21 million to $27 million).
Project Dynamics:
The V1 version has been officially released, with the worm brain running in the TEE environment of the Marlin Protocol protocol, its neural activity based on the real-time response of the WORM token price, and driving the "muscle element" to achieve dynamic crawling presentation.
Current Outlook:
Small profit, continue to hold. WORM has a unique narrative (AI+Animal Meme+DeSci), worth a high return bet.
Key Focus List This Week
METAV
Project Introduction:
Skely (one of the members of a16z) released AI Pool, which is an AI agent-driven token issuance project, a novel AI agent-driven pre-sale system aimed at enhancing the security and transparency of token sales. The first token issued by AI Pool is METAV. It is worth mentioning that Skely's X account is still in a blocked state (for more information on AI Pool and the METAV project, please refer to: Crowdsourced over 30,000 SOL overnight, is the AI Pool the next Bome?).
Reasons for Optimism:
1. a16z system project + the first AI-driven pre-sale project. AI Pool is a project launched by Skely, a member of the a16z team, and Shaw has mentioned it multiple times before and after the project launch. AI Pool is an AI-driven token issuance project, a novel concept, so METAV, the first project issued on AI Pool, is worth watching.
Price Performance:
According to GMGN data, the market cap of METAV has reached a high of $80 million, and is currently at $47 million.
Contract Address:
HCgvbV9Qcf9TVGPGKMGbVEj8WwwVD6HhTt5E2i3qkeN9
fxn
Project Introduction:
fxn is an AI cluster (a group of AI agents) concept, where users can manage their own resource agents through this dashboard, view resource usage, and exchange resources, and it also provides SDKs and APIs to help developers integrate and expand the functionality of the FXN network, where various AI agents can share data, a basic infrastructure project.
Reasons for Optimism:
1. a16z founder Shaw mentioned two interesting projects with the concept of AI clusters at the offline Dev Meetup in Shanghai, one of which was Project89 mentioned last week, and the other is fxn.
Price Performance:
According to GMGN data, the market cap of fxn is $97 million.
Contract Address:
92cRC6kV5D7TiHX1j56AbkPbffo9jwcXxSDQZ8Mopump
