Author: YBB Capital Researcher Ac-Core
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 using blockchain technology, realizing data sharing and transparency, and 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, 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 proofs of different AI personalities as the use of artificial intelligence becomes more widespread.
1.2 Review of Popular Tokens
(Note: The following are listed in the 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 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 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, with 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 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, 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 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 computing protocol.
GOAT (@truth_terminal)
Market Cap: $560 million, Mindshare: 1.91%
The 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 related to 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 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 hype around AI Agent is also reflected in on-chain data, similar to the situation before the DeFi takeoff in 2020-2021, but the current Blockchain+AI is still unable to ignite the AI Summer. From the on-chain perspective, Base and Solana have become the main battlegrounds, with high performance and high hype being the key to hosting 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.
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 the reasons behind Trump's changing attitude towards Crypto, beyond just winning the election, including his cooperation and demands with other consortia, to predict the degree of his future execution on Crypto promises.
The logic of AI itself requires data and guidance on right and wrong, and blockchain has the natural advantage of on-chain data transparency, so from the trend perspective, blockchain is the best incubator for the development of AI. The on-chain opportunity of AI Agent is a trend of Fomo guidance + value investment, but the Memecoin market hype of AI Agent also allows us to see the hope of the real application landing of Blockchain+AI in the future. The current market hype expectation value is mainly in the following five points:
The hype and continuous price manipulation by a16z have driven the entire AI Agent market into a FOMO frenzy;
The self-iterative evolution of AI Agents has transformed the project's development from manual to automated;
Similar to AIXBT, Twitter analysis and market trend judgments provide investors with alternative perspectives, and the quality of the tweets and market acceptance are not inferior to KOLs;
The Virtuals launched last year achieved tremendous success through a path similar to Pump.fun;
AI virtual humans and AI works have opened up a new mature market in the non-cryptocurrency field. Today's spiritual leaders and image ambassadors may not be entirely equivalent to humans, but can also be equivalent to "AI image products", and the blockchain + AI narrative will be more disruptive.
II. The DeSci Life Science Carriage
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 that uses Web3 technology to build a fair and equitable scientific research infrastructure, aiming to solve issues in scientific research such as peer review, funding, intellectual property management, data transparency, and review mechanisms. It attempts to introduce the speculative nature of the crypto market into the non-speculative field of scientific research.
Although DeSci entered the public eye with the establishment of VitaDAO in 2021, it did not receive 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 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 in by Binance Labs, aimed at providing resource support for scientific research projects and promoting 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 plans, 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 biotechnology projects and create shared intellectual property ownership among members. According to official information, BioDAO: Launch has successfully launched 7 sub-DAOs, with another 3 sub-DAOs currently in development.
The 7 sub-DAOs that have been launched include:
VITA (VitaDAO): Focused on early-stage longevity science research, previously funded by Pfizer, with co-founder Paul Kohlhaas as the initiator and whitepaper author;
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 purchasers receiving 1 million POO tokens;
CRYO (CryoDAO): Promoting research in the cryopreservation field;
NEURON (CerebrumDAO): Dedicated to brain health research, has raised over $1.5 million.
The 3 sub-DAOs currently in development include:
Long Covid Labs: Focused on researching the long-term effects of COVID-19;
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 garnered attention for its remarkable effects on aging. In model organisms like the nematode C. elegans, rifampicin has been shown to activate the cell's natural defense mechanisms, helping them resist stress and damage. Imagine it as a 'cellular 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 consume foods rich in tannins (like pomegranates). Urolithin A's special power is that it can give your cells a 'spring cleaning'. It helps clear out old, dysfunctional mitochondria (the cell's power plants) and allows new, healthy mitochondria to thrive. This process, called mitophagy, has been shown to extend the lifespan of C. elegans, as it makes cells more efficient and energetic."
TRACKEDBIO: "One of the main goals is to significantly improve the drug translation efficiency from preclinical research to clinical trials. By accurately simulating the potential drug's effects on different organisms and humans, we aim to streamline the drug development process, reduce costs and time-to-market, while increasing the chances of clinical success."
2.4 Other Relevant Projects
Scihub: An unofficial token donated by @0xAA_Science, aimed at supporting the open-source academic paper website Sci-Hub, which is a non-profit, non-governmental website that provides free access to academic papers.
ANTI- Antitoken and PRO - Protoken: A pair of quantum entangled tokens expressing support and opposition to Meme Tokens, created by algorithm engineer and mathematical physicist @sshmatrix_, where 1 $ANTI = 1 $PRO.
WORM: The first on-chain digital brain, deploying its biological neural network on-chain to enable self-aware decision-making, using AI to create a C. elegans-inspired neural network with 302 neurons, running permanently on-chain.
GENOME: A genomic data monetization project focused on using DeFi to securely, privately, and auditably monetize genomic data. GENE tokens are used for payment of whole-genome sequencing and as an incentive mechanism for querying their encrypted DNA data vault.
GALEON: Represents an innovative approach in the healthcare sector, using blockchain technology to revolutionize the management and use of electronic health records (EHRs) globally, aiming to improve patient care and management for hospitals and governments.
DRUGS: Big Pharmai is a medical and pharmaceutical Meme coin with the vision of disrupting "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 receive feedback from peers. Anyone who publishes great content on ResearchHub will receive the cryptocurrency ResearchCoin (RSC) as a reward, which can then be used to create bounties to incentivize other scientists to complete 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 its fundamental attributes differ from other Meme logic.
Differences in fundamentals from other Memes:
Compared to pure animal, internet hot spots, and hot events 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 between breaking the circle from the inside and from the outside:
DeSci needs to break the circle from the outside, with influence coming from a specific influential "person", and it is difficult to sustain relying solely on the internal traffic, it needs the "scientific research" attributes from outside the circle; AI Agent needs to break the circle from the inside, "usable", "fun" and "valuable" are the core of the market's buy-in.
Different growth logic of the head effect:
Currently, the DeSci track has not yet produced a leading project with a market value of over 100 million, compared to the total market value of 100 billion US dollars for AI Meme tokens, there is still a lot of room for growth. Overall, the growth of DeSci needs to be driven by projects like Binance's investment in BIO Protocol, while AI Agent needs to iterate on the fun of its own gameplay.
Compared to each other, AI Agent focuses on the trend of blockchain + AI value investment, which is in line with the market's expectations for technological development and has stronger potential to break out of the circle; while DeSci benefits from the joint discussion of CZ and Vitalik, Binance Labs' investment in BIO Protocol, and the investment of a16z in the DeSci project AmionChain and other aspects. In the context of insufficient market innovation, although AI and DeSci are not new concepts in 2024, after a year of development, AI Agent and DeSci will still be the main speculative points in this bull market.
