Original | Odaily ([@OdailyChina](https://x.com/OdailyChina))
Author | Nanzi ([@Assassin_Malvo](https://x.com/Assassin_Malvo))
Over the past three months, the market cap ceiling and floor of AI tokens have been rising higher and faster. In the previous three articles, we screened a batch of tokens based on factors such as "market cap in the tens of millions", "almost no coverage in Chinese media", and "project or token launched less than two weeks ago", with the aim of exploring medium-term growth opportunities, and also saw some projects achieve certain results.
In this article, we will continue to follow these factors and interpret a batch of new AI projects to help readers understand their backstories and development directions.
(Reference reading: [[ARC Reaches 30 Million Market Cap in a Flash, Understand the Narrative of New AI Tokens in One Article]](https://www.odaily.news/p/5200391.html), [[New Coins Cool Down, Are There Investment Opportunities at the 1.5 Level? Understand the Complete Narrative of AI Tokens with Market Caps in the Tens of Millions]](https://www.odaily.news/p/5200344.html), [[A Review of Six Emerging Head AI Projects, What Are the Concepts That the Market Is Enthusiastic About?]](https://www.odaily.news/p/5200842.html))
BUZZ
Fundamentals
Created on 1/3, peak market cap of $72 million, current market cap of $63 million.
AI Narrative
AI+DeFi concept, users can use natural language to command AI to perform DeFi operations such as trading, staking, liquidity management and sentiment analysis based on "The Hive". The main feature of its concept is that different operations are managed by dedicated AI Agents, the components in the ecosystem can be freely combined, and a standardized framework can be used to integrate third-party tools.
(Reference reading: [[BUZZ Fires the First Shot of "DeFi Agent", Reaching a 40M Market Cap in a Flash]](https://www.odaily.news/p/5200911.html))
GNZ
Fundamentals
Created on 1/6, peak market cap of $54 million, current market cap of $38.6 million.
AI Narrative
The GNZ (gAInz) project can be summarized as an AI-based health butler, with functions including: AI-customized fitness plans (AI version of Keep), AI nutrition management (users send meals to AI for calorie and nutrition assessment), chat companion for fitness topics, and body analysis (upload photos for AI evaluation of muscle quality, body type, etc.).
Background Highlights
GNZ is launched by Pulse, Pulse is a multi-purpose health platform that combines wearable devices and applications to track fitness, sleep and nutrition, providing personalized insights and rewards to achieve healthy habits. In addition, Pulse completed a $1.8 million Pre-seed round in November 2024.
BUILD
Fundamentals
Created on 1/4, peak market cap of $60 million, current market cap of $26.7 million.
AI Narrative
No-code AI Agent development platform, according to the official documentation, its feature is the "advanced" capabilities, not only able to achieve basic functions such as posting articles on social media platforms, but also able to realize operations such as "cross-chain real-time arbitrage, liquidity pool management, and real-world operations (such as commodity purchases)". Other AI features include long-term memory, cross-platform memory capability, and agent clusters.
Focai
Fundamentals
Created on 1/4, peak market cap of $60 million, current market cap of $30 million.
Why Was It Created?
The birth of the focEliza project is mainly due to the trust and security dilemma that exists when using third-party AI agent services, as well as the shortcomings of the existing TEE + Eliza solution:
Trust issues:
In terms of social account management: if you let a third-party AI agent manage the company's official Twitter account, you have to hand over the account, password and cookie, which means you have to trust the server administrators behind the AI agent. If they act maliciously or are hacked, it can cause serious economic losses to the company.
In terms of financial transactions: as a trader, you cannot entrust a large amount of funds to an AI agent focused on trading.
Shortcomings of the existing TEE + Eliza solution:
Lack of verifiability: it is difficult to know exactly what Eliza has or has not done within the TEE, so the verification function needs to be enhanced, allowing Eliza to sign logs with the derived keys in the TEE, and provide a query interface for users to verify the authenticity of the logs.
Liveness issue to be solved: Eliza running on a physical machine supporting TEE holds private keys and sensitive data, once the administrator shuts down the machine, the "life" of the AI agent may end, and the assets and data it manages will be lost forever, so key "life" data needs to be encrypted and uploaded to the blockchain or DA network for easy recovery in case of failure.
Lack of other key components: on the one hand, the AI agent needs to allow users to define policies to achieve trust minimization in asset management; on the other hand, trusted blockchain clients, data synchronizers, etc. need to be run in the TEE to ensure smooth interaction with the blockchain system.
How Focai Solves the Problem
Enhance verifiability: enable Eliza to sign logs, using the derived keys to sign its own actions, so that external third parties can remotely verify these actions based on Eliza's public key, to prove the transparency and auditability of Eliza's operations.
On-chain integration: add on-chain components, combining Eliza AI agent's role system, memory and key storage modules with on-chain states and data availability (DA), so that it can "survive" on-chain, solidifying its running foundation and data preservation.
Upgrade architecture: upgrade the TEE node to a TEE cluster, coupled with on-chain components, allowing the AI agent to recover data, memory and key storage content from the chain, so that it can continue to run on any TEE machine even if a TEE node is shut down, achieving decentralized execution and ensuring the continuity and stability of operation.
Optimize interaction: add blockchain interaction components, deploy trusted blockchain clients, data synchronizers, etc. within the TEE, to ensure seamless integration with the blockchain system, allowing the AI agent to interact with the blockchain smoothly.
Other Highlights
The project developer @CP 2426 _ is the Chief Technology Officer of Artela Network, which completed a $6 million seed round in July 2023.
HTERM
Fundamentals
Created on 1/6, peak market cap of $36 million, current market cap of $22.6 million.
AI Narrative
A Web3 AI assistant for individuals, able to proxy execute on-chain operations (including transactions, staking, transfers, etc.) and social media account management (including tweeting, replying, liking, etc.).
The project itself has no highlights, but the highlight of this project is its founder Johannes Pfeffer, whose main background includes co-founding [corpus.ventures](https://de.linkedin.com/company/corpusstudio?trk=public_profile_experience-item_profile-section-card_subtitle-click), co-founding [Alethio](https://www.linkedin.com/company/alethio?trk=public_profile_experience-item_profile-section-card_subtitle-click) (ConsenSys background), and being a data scientist at ConsenSys.
