The following content is released by JuCoin Labs Research Institute: Recently, the MCP protocol has reignited market attention in the AI Agent track. MCP, which stands for Model Context Protocol, will be launched by Anthropic, Claude's parent company, in November 2024. The core of MCP is to help various AI LLMs/Agents seamlessly connect to various data sources and tools, serving as an open-source standardized protocol.
The emergence of MCP provides a unified framework that helps AI applications break free from past data silos, enabling the possibility of "dynamic" access to external data and tools. In this context, new projects like $DARK have emerged in the AI Agents track.
Below, we will focus on analyzing five potential targets in the recent AI track. 1. $DARK Project Introduction: $DARK is based on the Solana chain and is an experimental MCP network under a trusted execution environment (TEE). $DARK has been noticed for its DEV, who is the host of the next Solana official hackathon. Currently, DARK's main product is still under development, and users can sign up via email. Additionally, DARK is developing an AI competitive game called DARK Games, where players need to use DARK tokens to interact and obtain clues.
Data source: www.darkresearch.ai
Fundamentals
💎Token: DARK📜CA: 8BtoThi2ZoXnF7QQK1Wjmh2JuBw9FjVvhnGMVZ2vpump (Solana chain)
💧Liquidity: $1.32 million📊24h Vol: $9.07 million
📓FDV: $29.69 million
👤Holders: 14,700+
Project Summary
$DARK is one of the earliest AI Agents combining the MCP concept, but the project is still in a very early stage, with products not yet launched. Currently, its main selling points are technical background and community resources.
From on-chain data, its market cap once approached $5,000 but has now fallen to $29.69 million. Overall liquidity is still poor, but with the backing of the Solana official hackathon host and innovative attempts in the AI game direction, it has certain narrative potential. The key going forward will be the product launch rhythm, ecosystem expansion progress, and whether it can continuously attract developer and player participation.
[The translation continues in the same manner for the rest of the text, maintaining the specified translations for specific terms.]Talus Network has completed two rounds of financing, with a total fundraising amount of $9 million, led by top VC Polychain Capital, with a valuation of up to $150 million, as follows:
- On February 26, 2024, it completed a $300 million financing round, with investors including Polychain, dao5, TRGC, Inception Capital, and The Rollup Ventures.
- On November 26, 2024, it completed a $600 million financing round, with investors including Polychain, Foresight Ventures, Animoca Brands, and GeekCartel.
Currently, Talus Network has not issued a token and is primarily operating through community incentives. Its Tallys Non-Fungible Token series, with a total of 5,555, has been completely sold out. These Non-Fungible Tokens are themed around Talus's mascot Tally, representing the spirit and innovation of the Talus community. The Tallys Non-Fungible Token minting activity took place on the Sui chain and was exclusively sold through the TradePort platform. Holders not only obtained unique digital collectibles but also gained certain governance rights and priority participation in the Talus ecosystem.
Data source: tallys.talus.network However, it should be noted that the Tallys Non-Fungible Token series was essentially sold out instantly, which may involve sniping by the project's own scientists or bots.
In summary, Talus Network is actively expanding its ecosystem, including developing Protochain, Nexus framework, and an "AI dating experience" application. Although the platform has made certain progress in technology and community building, it is still in the early stage, and the improvement of its ecosystem and expansion of user base will take time. Additionally, the specific economic model of the TAI token has not been fully disclosed, and the project's transparency needs further observation.
5.TheoriqAI (No token issued)
TheoriqAI is an innovative project focused on decentralized AI agent infrastructure, dedicated to building an open, composable AI Agent market that allows users to create, deploy, and monetize autonomous intelligent agents without programming.
By coordinating the collective behavior of multiple AI agents, TheoriqAI drives on-chain AI collaboration and automation, aiming to become a key infrastructure at the intersection of DeFi and AI.
TheoriqAI is still in the early stage and has not yet disclosed its token economic model. Currently, TheoriqAI has established a partnership with Google Cloud and can directly access Google Cloud's dedicated network and resources.
Data source: @TheoriqAI
Currently, TheoriqAI has completed two rounds of financing, with a total fundraising amount of $10.2 million, as follows:
- On September 27, 2022, it completed a $4 million financing round, with investors including IOSG Ventures, SNZ Holding, Hashkey Capital, and Alliance DAO.
- On May 13, 2024, it completed a $6.2 million financing round, with investors including Hack VC, Foresight Ventures, and HTX Ventures.
Project Summary
As an explorer of the decentralized AI agent market, TheoriqAI recently ranked in the top five on the Kaito platform's Pre-TGE Arena. In terms of testnet data performance, it has over 55 million agent interactions, over 500,000 registered users, and a daily active user count of 120,000. It has developed and run 15 Agents and 3 Swarms. However, it is worth noting that TheoriqAI is still in the early stage, and currently, most users are airdrop recipients.
Moreover, TheoriqAI's token economic model has not yet been announced, and its token allocation mechanism and value capture design need further clarification, which may affect the confidence of external investors and community users in the short term. Therefore, its medium and long-term development still requires attention to its technological implementation speed and community building efforts.
Overall Summary: With the release of the MCP protocol, the AI Agent track has entered a new phase of accelerated experimentation.
$DARK, $PROMPT, $ALCH, Talus Network, and TheoriqAI, as representative projects, have demonstrated initial competitiveness in application layer innovation, underlying infrastructure construction, and ecosystem expansion.
Overall, although the track is still in its early stages and faces multiple challenges such as product implementation, user growth, and economic model improvement, narrative heat, technological evolution, and capital support are advancing synchronously. In terms of investment and attention, it is recommended to focus on tracking the actual application progress of projects, community activity, token value capture capability, and whether they can continuously build a moat.
