Author: YBB Capital Researcher Ac-Core
Preface
In the past half year, a new wave of emerging forces regarding AI Agent and DeSci has swept the market. From the perspective of Meme narrative hype, AI Agent focuses on its great potential in autonomous decision-making, data analysis and task execution, and is adept at solving problems through algorithms; while DeSci is committed to breaking the traditional barriers of scientific research through blockchain technology, realizing data sharing and transparency, and promoting decentralized knowledge sharing and scientific research funding. This article will summarize and summarize the currently prominent and potential Meme-related tokens of AI Agent and DeSci.
I. The Intelligent AI Carriage of AI Agent
1.1 What is AI Agent
AI Agent is an intelligent system with autonomy and goal-orientation, which can achieve specific goals without human intervention by perceiving the environment, planning actions, and executing tasks, and learning from experience to improve. Its key features are autonomy and goal-orientation.
According to Messari's data as of December 31, 2024, the current trend of AI is similar to the embryonic form of the DeFi craze in 2020~2021. The next day, a16z also proposed some ideas for AI Agents in 2025: AI agents need independent wallets; decentralized autonomous chatbots; and the need for unique proof of different AI personalities as the use of artificial intelligence becomes more widespread.
1.2 Hot Token Review
(Note: The following is in order of the dynamic Mindshare consumer mindshare ranking of Cookie DAO)
AIXBT (@aixbt_agent)
Market cap: $550 million, mindshare: 20.7%
"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."
Virtuals (@virtuals_io)
Market cap: $4 billion, mindshare: 20.7%
Virtuals designed an Initial AI Offering (IAO) model, where users can generate new AI agents by locking $VIRTUAL, and the created tokens will be automatically paired with the locked $VIRTUAL to form a liquidity pool. According to Dune dashboard data on January 1, the AI Agents launched based on Virtuals are close to 13,000.
Data source: Dune:@hashed_official/Virtuals Protocol's AI Agent Launchpad
AI16Z (@ai16zdao)
Market cap: $2 billion, mindshare: 8.57%
The project architecture and the relationship between the entities are: ai16z is a decentralized DAO, owning the tokens ai16z and degenai; ElizaOS is an open-source AI agent framework; Eliza Labs is responsible for developing elizaOS; ELIZA token is developed by an independent team, with team support but not an official product.
Fartcoin (@FartCoinOfSOL)
Market cap: $900 million, mindshare: 6.93%
Fartcoin is located in the Solana ecosystem, conceived by Terminal of Truth (CTO), allowing users to submit fart jokes and memes in exchange for tokens, and tokenizing the farts with the help of sentient robots.
Zerebro (@0xzerebro)
Market cap: $560 million, mindshare: 4.36%
Zerebro project is an autonomous AI agent focused on artistic creation and content generation, able to independently create music, memes, artworks and NFTs, and interact and operate on multiple platforms (such as Twitter, Instagram, Spotify and Polygon).
Griffain (@griffaindotcom)
Market cap: $380 million, mindshare: 3.53%
Griffain is a brand new AI Agent built on the Solana blockchain. Its design aims to simplify user interaction with cryptocurrencies by integrating personal and professional AI agents. Griffain can automatically perform complex tasks such as wallet management, token trading and NFT minting.
SNAI (@swarmnode)
Market cap: $83 million, mindshare: 1.95%
SNAI is the token behind the SwarmNode.ai (SNAI) agent platform, a cloud server protocol.
GOAT (@truth_terminal)
Market cap: $560 million, mindshare: 1.91%
Gospel of Goatse is a Meme coin released from the Pump Fun platform, fine-tuned by the artificial intelligence platform Terminal of Truths, trained on data from Reddit, 4chan and others.
ARC (@arcdotfun)
Market cap: $300 million, mindshare: 1.89%
ARC is an AI concept token, with its team associated with the "rig" AI development framework, representing the AI infrastructure concept.
TRISIG (@tri_sigma_)
Market cap: $74 million, mindshare: 1.47%
TriSig is a savvy crypto analyst who claims to be able to identify early alpha projects and answer challenging questions in a simplified way, and share his views on any major events or trends in the crypto market.
ALCH (@alchemistAIapp)
Market cap: $150 million, mindshare: 1.38%
Alchemist AI is a no-code application generation platform that allows users to quickly generate different applications and products using natural language descriptions and leveraging public AI capabilities. Unlike traditional AI agents, Alchemist AI does not require users to create different AI agents, but automatically generates applications through the AI capabilities provided by the platform.
Spore.fun (@sporedotfun)
Market cap: $62 million, mindshare: 1.3%
It is the first experimental self-propagating AI evolution platform, combining Eliza Framework, Solana's pump.fun and TEE verifiable computing, to create an ecosystem where AI agents not only can survive, but also self-propagate and adapt, completely free from human intervention.
Source: spore.fun
VADER (@Vader_AI_)
Market cap: $110 million, mindshare: 1.13%
VaderAI aims to become an AI agent investment DAO manager, able to participate in DAOs with virtual agents and apply to set up its own DAO.
Luna (@luna_virtuals)
Market cap: $140 million, mindshare: 0.97%
Luna has her own wallet on Base, through which she can autonomously receive Tokens and send rewards to her fans; this robot has already released songs on Spotify.
Bully (@dolos_diary)
Market cap: $72 million, mindshare: 0.7%
The core of BULLY is Dolos the Bully, a token representing a witty and outspoken AI character. This character draws inspiration from Greek mythology, interacting with users through sharp humor and bold commentary.
1.3 Views on AI Agents
The current hype around AI Agents is reflected in on-chain data, which shows a similar situation to the pre-takeoff of DeFi in 2020-2021, but Blockchain+AI is still unable to ignite the AI Summer. Looking at the on-chain data, Base and Solana have become the main battlegrounds, with high performance and high hype becoming the key factors supporting AI Agents. The rapid rise of AI projects in various categories is clearly visible, with areas worth noting including computing power, infrastructure, Meme, launch platforms, and applications.
Compared to market hype, the application of AI Agents in actual data analysis is more valuable. Taking the example of Trump's inauguration on January 20, 2024, by analyzing on-chain and market data, we can analyze whether there are other reasons behind Trump's changing attitude towards crypto besides winning the election, including his cooperation and demands with other consortia, to predict the intensity of his future crypto commitments.
The logic of AI itself requires data and guidance on right and wrong, and the blockchain has a natural advantage of on-chain data transparency, so from a trend perspective, the blockchain is the best breeding ground for the development of AI. The on-chain opportunities of AI Agents represent a trend of Fomo guidance + value investment, but the meme coin market hype of AI Agents also allows us to see the hope of the real application of Blockchain+AI in the future. The current market hype expectations are mainly in the following five aspects:
The hype and continuous price manipulation of a16z, driving the entire AI Agent market with Fomo sentiment;
The self-iterative evolution of AI Agents, transforming the project evolution from manual to automatic;
Similar to AIXBT, Twitter analysis and judgment of market trends, allowing investors to gain alternative perspectives, which are not inferior to KOL level in terms of tweet quality and market acceptance;
The hugely successful launch of Virtuals last year, following a similar path to Pump.fun;
AI virtual humans and AI works have already opened up a new mature market in the non-cryptocurrency field. Today's spiritual leaders and image ambassadors may not be entirely human, but can also be "AI image products", and the narrative of Blockchain+AI will be more disruptive.
II. The DeSci Wagon of Life Sciences
2.1 What is DeSci
If AI Agents are the inevitable product of technological iteration, then DeSci is the catalyst for recent hot events. DeSci (Decentralized Science) is a model of building a fair and equitable scientific research infrastructure through Web3 technology, aiming to solve problems such as peer review, funding, intellectual property management, data transparency and review mechanisms in scientific research. It tries to introduce the speculative nature of the crypto world into the non-speculative field of scientific research.
Although DeSci entered the public eye as early as 2021 with the establishment of VitaDAO, it has not received widespread attention until recently when Binance Labs invested in and launched the BIO Protocol, and CZ and Vitalik jointly participated in an offline DeSci-themed event in Bangkok, which has brought this track back into the market's focus.
2.2 BioDAO Protocol
Source: bio.xyz
BIO Protocol is a decentralized science (DeSci) curation and liquidity protocol, first invested by Binance Labs, aiming to provide resource support for scientific research projects and promote scientific innovation.
The core components of the protocol include BioDAO, the curation system, intellectual property tokenization and liquidity mechanisms, and the incentive system. Through multiple rounds of auctions and airdrop programs, BIO Protocol has built a diverse and highly engaged community, laying the foundation for a decentralized biomedical research network.
Funds are primarily raised through token sales to support the development of biotech projects, and shared intellectual property ownership is created among members. According to official information, BioDAO: Launch has successfully launched 7 sub-DAOs, with another 3 sub-DAOs in development.
The 7 sub-DAOs that have been launched include:
VITA (VitaDAO): Focused on early-stage longevity science research, previously funded by Pfizer, co-founder Paul Kohlhaas is the founder and whitepaper author of VitaDAO;
ATH (AthenaDAO): Focused on women's reproductive health research and drug development;
GROW (ValleyDAO): A decentralized community governance platform focused on anti-aging drugs and longevity projects;
PSY (PsyDAO): Focused on psychedelic science research, completed its first token sale in November 2024, raising $2 million;
HAIR (HairDAO): Dedicated to solving hair loss issues, has launched Follicool shampoo, priced at $49.95 per bottle with 1 million POO tokens for buyers;
CRYO (CryoDAO): Promoting research in the field of cryopreservation;
NEURON (CerebrumDAO): Dedicated to brain health research, has raised over $1.5 million.
The 3 sub-DAOs in development include:
Long Covid Labs: Focused on research on long-term COVID-19 symptoms;
QuantumBioDAO: Dedicated to quantum biology research;
Curetopia: Focused on genetic disease research.
2.3 PumpScience
Molecule DAO, a Solana ecosystem DeSci platform, is a Meme launch platform introduced at the Solana Breakpoint 2024 conference. Pump.science will issue Meme tokens representing drugs on Pump.fun, with related concept tokens including:
RIF: Rifampicin, "Rifampicin is an antibiotic that has been found to have amazing effects on aging. In microorganisms like the nematode C. elegans, a common model organism for aging research, rifampicin has been shown to activate the cell's natural defense mechanisms to resist stress and damage. Imagine it as a 'cell coach', protecting cells from harmful oxidative stress and maintaining protein quality, encouraging cells to stay healthy and resilient. These protective effects help worms live longer and healthier."
URO: Urolithin A, "This is a compound that your body produces when you eat foods rich in tannins (like pomegranates). The special thing about urolithin A is that it can give your cells a 'spring cleaning'. It helps clear out old, dysfunctional mitochondria (the cell's power plants) and lets new, healthy mitochondria thrive. This process is called mitophagy, and research shows it can extend the lifespan of C. elegans worms because it makes cells more efficient and energetic."
TRACKEDBIO: "One of the main goals is to significantly improve the efficiency of drug translation from preclinical research to clinical trials. By accurately simulating the potential effects of drugs on different organisms and humans, we are committed to simplifying the drug development process, reducing costs and time to market, while increasing the likelihood of clinical success."
2.4 Other Related
Scihub: An unofficial token donated by @0xAA_Science, aimed at providing support for the open-source academic paper website, the token direction comes from the Sci-Hub shadow library, and is just a community Meme token. Sci-Hub is a non-profit, non-governmental website that provides free academic paper downloads. In addition to resources such as Google Scholar, Sci-Hub, LibGen and PubMed, it also integrates a series of other publicly available Chinese and English academic resources, allowing one-stop search and free download of domestic and foreign literature, patents, books and other academic materials.
ANTI- Antitoken and PRO - Protoken: The two are a pair of entangled quantum tokens, expressing support and opposition to Meme Tokens respectively, founded by algorithm engineer and mathematical physics expert @sshmatrix_, 1 $ANTI = 1 $PRO move together.
WORM: The first on-chain digital brain, by deploying its biological neural network on the chain, it can make self-aware decisions, using artificial intelligence to create a neural network inspired by the beautiful nematode worm, with 302 neurons, and executing permanently on the chain.
GENOME: A genomic data monetization project, focused on using DeFi to securely, privately and auditably monetize genomic data. GENE tokens are used to pay for whole genome sequencing, as well as an incentive mechanism for querying their encrypted DNA data vault.
GALEON: Galeon represents an innovative approach in the healthcare sector, using the power of blockchain technology to revolutionize the management and use of electronic health records (EHRs). Its core design aims to enhance patient care and management globally through an innovative EHR system. This system is not just about storing patient data; it is about using that data to drive improvements in healthcare outcomes.
DRUGS: Big Pharmai is a medical and pharmaceutical Meme coin, with a vision to disrupt "Big Pharma", the large pharmaceutical companies with significant global influence and market share.
RSC: ResearchHub is a tokenized social network that rewards scientists for openly sharing academic content. ResearchHub is building a suite of collaboration and publishing tools to help researchers work together, share their discoveries and get feedback from peers. Anyone who publishes great content on ResearchHub will receive the cryptocurrency ResearchCoin (RSC) as a reward. Once earned, RSC allows users to create bounties to reward other scientists for completing research-related tasks.
Conclusion: Can the narrative of AI Agent and DeSci carry through the new year
Looking at the current market, the overall nature of DeSci and AI Agent is still driven primarily by Meme, but their fundamental attributes differ from other Meme logic.
Differences in fundamentals from other Memes:
Compared to purely animal-themed, internet meme, hot event Memes, AI Agent is the only one with technical support, and as traditional finance and the internet weaken, more attention will be shifted to blockchain and AI, AI Agent and DeSci are more in line with the operation of the commodity economic Kondratieff cycle, and their narratives require more "technology";
Differences in breaking out from the inside vs. breaking out from the outside:
DeSci needs to break out from the outside more, with influence coming from a specific influential "person", relying solely on internal traffic is difficult to sustain, and it needs more real-world figures with "scientific research" attributes; AI Agent needs to break out from the inside, "usable", "fun" and "valuable" are the core for the market to buy in;
Differences in the growth logic of the head effect:
Currently, the DeSci track has not yet produced a head project with a market value of over $1 billion, compared to the $10 billion total market value of AI Meme tokens, there is still a lot of room for growth, overall, the growth of DeSci needs projects like Binance-invested BIO Protocol to drive it, while AI Agent needs to iterate on the fun gameplay.
Compared to each other, AI Agent focuses more on the value investment trend of blockchain+AI, which is in line with the market's expectations for technological development and has stronger potential to break out; while DeSci benefits from the joint discussion of CZ and Vitalik, Binance Labs' investment in BIO Protocol, and the push of projects like AmionChain led by a16z. In the context of insufficient market innovation, although AI and DeSci are not new concepts that emerged in 2024, after a year of development, AI Agent and DeSci will still be the main speculative points in this bull market.
