Author: Ac-Core, YBB Capital Researcher
Foreword
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 narratives, AI Agent focuses on its great potential in autonomous decision-making, data analysis, and task execution, excelling at solving problems through algorithms; while DeSci is committed to breaking down the traditional barriers of scientific research by utilizing blockchain technology to achieve data sharing and transparency, promoting decentralized knowledge sharing and 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, executing tasks, and learning from experience to improve, such as automatically monitoring data, analyzing anomalies, and making corresponding decisions. In summary, 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 proofs 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 Cookie DAO's dynamic Mindshare consumer mindshare ranking)
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 Asset Offering (IAO) model, where users can lock $VIRTUAL to generate new AI agents, and the created tokens will automatically pair with the locked $VIRTUAL to form a liquidity pool. According to Dune dashboard data on January 1, the AI Agents launched based on Virtuals have reached nearly 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 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, receiving 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 as a meme coin (CTO), allowing users to submit fart jokes and memes in exchange for tokens, which are tokenized with the help of sentient robots.
Zerebro (@0xzerebro)
Market cap: $560 million, Mindshare: 4.36%
The Zerebro project is an autonomous AI agent focused on artistic creation and content generation, capable of independently creating music, memes, artworks, and NFTs, and interacting and operating on multiple platforms (such as Twitter, Instagram, Spotify, and Polygon).
Griffain (@griffaindotcom)
Market cap: $380 million, Mindshare: 3.53%
Griffain is a newly built AI Agent based on the Solana blockchain. Its design aims to simplify user interaction with Crypto 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, sharing its 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 the 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 smart and outspoken AI character. This character draws inspiration from Greek mythology, interacting with users through sharp humor and bold commentary.
1.3 Thoughts on AI Agent
At the current stage, the on-chain data related to AI Agent also reflects a situation similar to the pre-takeoff of DeFi in 2020~2021, but the current Blockchain+AI is still unable to blow up the AI Summer. Separately, Base and Solana have become the main battlegrounds, with high performance and high hype being the key to carrying AI Agents. The rapid rise of AI project categories is clearly visible, and the directions worth watching include computing power, infrastructure, Meme, launch platform, and applications.
Here is the English translation of the text, with the specified terms translated as requested:Compared to market hype, the application of AI Agents in actual data analysis is more valuable. Taking the inauguration of Trump on January 20, 2024 as an example, 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 consortiums, to predict the execution of his future crypto commitments.
The logic of AI itself requires data and guidance on right and wrong, and the blockchain has the natural advantage of on-chain data transparency, so from the trend perspective, the blockchain is the best breeding ground for the development of AI. The on-chain opportunity of the AI Agent is a trend outlook of Fomo guidance + value investment, but it is undeniable that the AI Agent's Memecoin market hype has also shown us the hope of the real application landing of Blockchain+AI in the future. The current market hype expectation is mainly in the following five aspects:
The hype and continuous price manipulation of a16z, driving the entire AI Agent market with Fomo sentiment;
The spontaneous iteration and evolution of AI Agents, transforming the project's evolution from manual to automatic;
Similar to AIXBT, Twitter analysis and judgment of market trends, allowing investors to gain alternative perspectives, and the quality of the tweets sent and the degree of market acceptance are not lower than that of KOLs;
The Virtuals launched last year, which achieved great success through a path similar to Pump.fun;
AI virtual people and AI works have already opened up a new mature market in the non-cryptocurrency field. Nowadays, the spiritual leaders and image ambassadors may not be completely equivalent to humans, but can also be equivalent to "AI image products", and the narrative of Blockchain+AI will be more disruptive.
II. The Chariot of DeSci 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 equal 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 meeting in Bangkok, which has brought this track back into the market's attention.
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, the tokenization of intellectual property and liquidity mechanism, as well as the incentive system. Through multiple rounds of auctions and airdrop plans, BIO Protocol has built a diverse and highly participatory community, laying the foundation for a decentralized biomedical research network.
It mainly raises funds through token sales to support the development of biotechnology projects, and creates shared intellectual property ownership among members. According to official information, BioDAO: Launch has successfully launched 7 sub-DAOs, and another 3 sub-DAOs are under development.
The 7 sub-DAOs that have been launched include:
VITA (VitaDAO): Focused on early longevity science research, previously received investment from 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 buyers receiving 1 million POO tokens;
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 under development include:
Long Covid Labs: Focused on research on long-term sequelae of COVID-19;
QuantumBioDAO: Dedicated to quantum biology research;
Curetopia: Focused on research on genetic diseases.
2.3 PumpScience
Molecule DAO, a DeSci platform in the Solana ecosystem, 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 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 power plants of cells) and allows new, healthy mitochondria to thrive. This process is called mitophagy, and research shows it can extend the lifespan of C. elegans, 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 supporting the open-source scientific paper website Sci-Hub, 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 free academic paper download website, in addition to 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 quantum entangled combination tokens, expressing support and opposition to Meme Tokens respectively, created by algorithm engineer and mathematical physicist @sshmatrix_, 1 $ANTI = 1 $PRO move together.
WORM: The first on-chain digital brain, by deploying its biological neural network on-chain, it can make self-aware decisions, using artificial intelligence to create a neural network inspired by the nematode C. elegans, with 302 neurons, and executing permanently on-chain.
GENOME: A gene data monetization project, focused on using DeFi to securely, privately and auditably monetize genome data. GENE tokens are used for payment of 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, leveraging the power of blockchain technology to revolutionize the management and utilization of Electronic Health Records (EHR). Its core design aims to enhance patient care and management globally for hospitals and governments through an innovative EHR system. This system is not just about storing patient data; it is about using this data to improve healthcare outcomes.
DRUGS: Big Pharmai is a medical and pharmaceutical MEME token, 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 findings, and receive feedback from their peers. Anyone who publishes compelling content on ResearchHub will receive the cryptocurrency ResearchCoin (RSC) as a reward. Once obtained, RSC allows users to create bounties to reward other scientists for completing research-related tasks.
Conclusion: Can the Narratives of AI Agents and DeSci Persist Through the New Year?
Across the current market, the overall nature of DeSci and AI Agents is still primarily driven by MEME, but their fundamental attributes differ from other MEME logics.
Differences in fundamentals from other MEME:
Compared to purely animal-based, internet meme, or trending event-driven MEME, AI Agents are the only ones with technical support, and as traditional finance and the internet weaken, more attention will shift to blockchain and AI. AI Agents and DeSci better fit the operation of the commodity economic Kondratieff cycle, and their narratives require more "technology".
Differences in breaking out from within the circle vs. from the outside:
DeSci needs to break out from the outside more, as its influence comes from a specific influential "person" outside the circle, and it is difficult to sustain solely on internal traffic, requiring real-world figures with "scientific research" attributes. AI Agents, on the other hand, need to break out from within, as "usability," "fun," and "value" are the core of market acceptance.
Differences in the growth logic of the leading effect:
Currently, the DeSci track has not yet produced a leading project with a market value of over $1 billion, compared to the $10 billion total market value of AI MEME tokens, leaving significant room for growth. Overall, DeSci's growth requires the driving of projects like Binance-invested BIO Protocol, while AI Agents need to iterate on the fun and playability of their own applications.
Compared to each other, AI Agents focus on the value investment trend of blockchain + AI, which aligns with market expectations for technological development and has stronger potential to break out of the circle. DeSci, on the other hand, benefits from the joint discussion between CZ and Vitalik, Binance Labs' investment in BIO Protocol, and the backing of projects like AmionChain led by a16z. In the context of insufficient market innovation, although AI and DeSci are not new concepts in 2024, after a year of development, AI Agents and DeSci will still be the main speculative points in this bull market.