Original | Odaily (@OdailyChina)
Author | Asher (@Asher_0210)
Summary of Meme holdings last week
a16z system (a16z, ELIZA, degenai)
Price performance:
For the three projects in the a16z system, according to GMGN data, after a week, a16z has slightly decreased compared to last week's recommendation, from a market cap of $1.8 billion to $1.67 billion (it dropped below $1 billion last week); ELIZA has increased by nearly 35% compared to last week's recommendation (market cap increased from $78 million to $105 million); degenai has slightly decreased compared to last week's recommendation, from a market cap of $55 million to $48 million (it dropped below $30 million last week).
Project dynamics:
1. ELIZA has released a lightweight whitepaper (Litepaper) and a new token economic model. Ava, the developer of Eliza Wakes Up, posted on X that Eliza Wakes Up is a comprehensive AI companion framework supported by the ELIZA token on Solana, aiming to combine advanced companion AI with sustainable token economics. The technical highlights of Eliza Wakes Up include: persistent memory architecture, core memory system, daily logging, and a natural evolution relationship mechanism without the need for XP. The key points of ELIZA's new token economic model are: 10% of net revenue used for ELIZA buyback and burning, 10% converted to ELIZA and donated to the a16z DAO, 80% used for development, infrastructure and marketing;
2. Last night, Ava, the developer of Eliza Wakes Up, posted on X that ELIZA is currently working with partners to build humanoid robots, which is a combination of robotics, artificial intelligence and cryptography.
3. About to start the streaming development work for Eliza v2 version. Shaw, the founder of a16z, posted on the X platform: "It's time to start building. Over the next two days I'll be handling some internal affairs, and then I'll start the streaming development work for the Eliza v2 version. The v2 version will be more flexible, scalable, and able to support more use cases and complex interactions. Compared to the current framework version, the changes in the v2 version include fully autonomous, unified wallet abstraction layer, plugin registry, easy setup and installation of new features, event-driven/easy to integrate, modularized and with generic types, so you can cover and significantly modify based on your own use case."
Current view:
Still firmly holding, and have not sold any tokens during the decline. Recently, ELIZA has rebounded from the bottom by nearly three times, whether it is the launch of the new token economics or the combination with artificial intelligence and robotics technology, the community is full of confidence in its future development. As the "totem" of the a16z ecosystem, combined with the recent series of project updates, I believe ELIZA's market value is likely to break through $200 million soon. In addition, according to official news, degenai has successfully achieved trading and tweet posting on a test account, and its official launch is expected soon. The recent continuous rise in the price of aixbt has also brought more expectations for the market performance of degenai's products after its launch.
DRUGS
Price performance:
According to GMGN data, after a week, DRUGS has dropped by nearly 50% compared to last week's recommendation (market cap dropped from $47 million to $24 million).
Project dynamics:
1. Released a roadmap for January to February 2025, mainly focusing on advancing its BADDIE framework;
2. Paul Kohhaas, the co-founder of Bio Protocol, posted on the Official Twitter to donate $690,000 worth of BIO tokens to the Big Pharmai community in his personal capacity.
Current view:
Except for topping up some floating profits last weekend, the previous holdings are currently almost halved. Decided to give the DeSci sector "a little more time". Obviously, the market heat is not in the DeSci sector, and the two RIF and URO on Pump Science have also been continuously declining. Although DRUGS has not had a significant rebound, I believe that it has the concept of AI Agent and is preparing to open source its framework code recently, so it is worth waiting for a while longer.
Focus list for this week
MATES
Project introduction:
Moemate (token MATES) is a platform aimed at empowering both technical and non-technical users to create and manage AI Agents. Moemate's Agent framework is Skillz, spanning multi-modal (see, hear, speak) and multimedia (X, Discord, Telegram, AR/VR, games), with strong interactivity, and can be used both on-chain and off-chain. It also provides a no-code tool to allow anyone to turn their ideas into reality.
Reasons for optimism:
1. On January 15 at 0:00, MATES opened for sale with an initial circulating market cap of $35 million, of which the community round quota was $350,000, and it was snapped up in just 10 seconds, showing its hot demand;
2. Shaw, the founder of a16z, was previously the CTO of the Moemate project;
3. The AI Agent Nebula that has been launched became popular on TikTok live streams in a short period of time, interacting and joking with the audience, attracting over 1,000 viewers and 5,000 likes in a single live stream;
4. The upcoming AI Agent Launchpad platform mates.lo is supported by the MATES token, and these AI Agents will be built based on the Skillz framework.
Price performance:
According to GMGN data, MATES' market cap has reached a high of around $250 million, and is currently at $177 million.
Contract address:
MAtesZXcU38mgPuteRFo9ApCauYRRuwn3xf1cs5y7ZX
ZEREBRO
Project introduction:
ZEREBRO is developed by a team led by Jeffy Yu. In the training process, a large amount of Gen Z slang data set has been added, making its language style more down-to-earth, especially able to attract the young user group on Twitter. With the music it creates, ZEREBRO has gradually gained widespread attention, and has currently released two EPs "genesis" and "the miami pack", as well as an album "Lost In Transmission", with over 26,000 monthly listeners on Spotify. In addition, ZEREBRO also has the ability to create Memes and mint NFTs, further expanding its influence in digital culture. Currently, ZEREBRO has launched its ZEREPY framework.
Reasons for optimism:
1. Relatively undervalued among the four mainstream recognized frameworks (Eliza, G.A.M.E, Rig, ZerePy);
2. Classified as the only Launchpad + Agent type in the Franklin Templeton AI Agent report (click here to view the full text: Franklin Templeton AI Agent Report, 10 Projects Worth Focusing On);
3. Has a cooperative relationship with a16z.
Price performance:
According to GMGN data, ZEREBRO's market cap has reached a high of around $850 million, and is currently at $300 million.
Contract address:
8x5VqbHA8D7NkD52uNuS5nnt3PwA8pLD34ymskeSo2Wn
Previous list
Continued focus on the a16z system and DRUGS last week, added Aimonica and HYPER
2024 Review of Hot AI Agent Projects: From MEME to Infrastructure Token Transformation
