Author: TechFlow
The hype around AI-related on-chain is shifting from Solana to the Base chain.
From a capital perspective, as the AI meme collective on Solana saw a correction last week, on-chain capital is starting to try its luck on the Base chain.
Data doesn't lie. According to Artemis data, the ecosystem with the largest net inflow of on-chain capital in the past month is Base, with a net inflow of $750 million; in contrast, Solana's net inflow is only around $300 million, less than half of Base.
In other words, Solana's on-chain playground may be more about existing capital churning, while the Base chain is welcoming new opportunities.
If you pay attention to the Base chain, you will definitely feel that the AI Agent craze on Base has two key battlegrounds:
Around Virtuals.io: 1 month ago, it opened the Pandora's box of AI Agent tokenization, allowing anyone to create and issue AI agent Tokens, which was well received by the market; the Virtuals platform can frequently come up with new Agent Tokens to quickly attract attention.
Around Clanker: The AI-driven "Token Bot" on Warpcaster, designed for rapid DIY Token deployment. You only need to mark Clanker in the Farcaster client like Warpcast or Supercast, tell it your Token idea, and it will launch the Token for you on Base.
By the way, the Tokens issued through Clanker on Base have already exceeded 3,600, which is not comparable to the absolute value of the Solana ecosystem, but the trend is already emerging.
And in the past few days, almost all the hot spots on the Base chain have been around these two key battlegrounds.
TechFlow has quickly reviewed and summarized some popular assets to help you quickly understand the latest news about the relevant targets.
$aixbt: Better crypto detective is AI, but the best is expectation or conspiracy
Token name: aixbt
Market cap: $73M
CA:
0x4F9Fd6Be4a90f2620860d680c0d4d5Fb53d1A825
Related battleground: Virtuals
The hottest AI Agent concept Token on the Base chain today is aixbt, which is deployed on the Virtuals AI Agent launch pad. Its market cap has increased by more than 60% in a single day, with a 24-hour price increase of nearly 70%.
And if you search for topics, quotes, and discussion trends related to AI Agents in today's crypto Twitter, you'll find that this aixbt is also at the forefront.
More notably, if you consider the ratio of discussion heat and Token market cap (who has a relatively small market cap but a lot of discussion), aixbt even surpasses well-known Agents like Cents and Zerebro on Solana, becoming the focus of traffic for a time.
With skyrocketing prices and soaring heat, what exactly is aixbt?
The editor has browsed its website and introduction, and found that there is currently no actual AI product available, and the website is blank except for a Pepe sketch; instead, the project's introduction makes people's expectations soar:
"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."
In short, aixbt (self-proclaimed) is an AI agent that aggregates crypto hot spot information, and you can treat it as an aggregator of KOLs, outputting more valuable information for you.
And the name aixbt also easily makes people associate it with the real-life on-chain detective ZachXBT.
However, we don't know how its proprietary engine actually works in terms of on-chain detective work. The component composition of the AI agent on Virtuals shows that aixbt only calls some publicly available large language models and some data on crypto project analysis.
But the market has always been "get on the bus first and then research or verify", without waiting for the materials to be complete and the logic to be self-consistent, the Token aixbt has already started its upward journey, rising almost non-stop from the 13th, until the excessive increase today attracted more attention.
Currently, we can't find more product pages related to AI, and can only look for clues in the comment area of aixbt on Virtuals - aixbt will answer and give insights to the various crypto-related questions raised by netizens in the comment area, and some questions can indeed stimulate people's FOMO sentiment.
For example, someone asked if aixbt will be listed on certain exchanges, and aixbt's response (possibly human-made) is very straightforward:
We are actively working on exchange listings, but the priority is to provide a better sentiment analysis platform for our holders.
Smooth human touch, no real substance but the Token keeps rising...
Indeed, better crypto detectives may be AI, but the best is just expectation or conspiracy; hyping up expectations before launch is the most Crypto Native.
$bug: AI errors, the market pays
Token name: bug
Market cap: $3.6M
CA:
0x15bbF2456218d6bd585B118783ACb4F8bf4e2dAF
Related battleground: Clanker
Clanker on Farcaster, as a Token bot, is generally at your service, you tell him to create a Token for you, and he will really do it for you...
Of course, there may also be bugs.
For example, today, a netizen in the community asked Clanker to create a Token called $SantaClanker, which seems to have some connection with the upcoming Christmas.
Clanker promptly accepted the request to issue the Token, but perhaps due to a malfunction, Clanker executed the request, but the result was not a $SantaClanker Token, but directly a $BUG Token.
Artificial intelligence occasionally artificial stupidity, issuing the Token wrong and directly calling it BUG, at least proving that this is really AI issuing the Token, just that it's wrong in a cute and unexpected way.
Obviously, the market is very tolerant of this error and is willing to pay for it. This erroneous Token $bug was immediately embraced by everyone, turning the mistake into a not bad meme target, forming a unique angle of "marking AI agent errors", with the erroneously issued Token surging over 600% in 1 hour; it has dropped slightly as of the time of writing.
The market's taste has made it clear: tired of the serious AI narratives, occasionally eating some sweet meme Tokens is not bad either.
$ANON: Key figures mentioned multiple times, seeking legitimacy
Token name: ANON
Market cap: $42M
CA:
0x0Db510e79909666d6dEc7f5e49370838c16D950f
Related battleground: Clanker
The story begins with the Polish developer woj (@wojtekwtf) creating the social product Supercast based on the Farcaster protocol in October 2024; it is a peer-level application layer like Warpcast.
Supercast introduced a feature called Superanon, which supports users to post anonymously through Superanon accounts using zk proof technology.
Superanon has been running smoothly since its launch, until November 14th, when an anonymous user interacted with the AI Agent account @clanker in the Farcaster ecosystem through the Superanon account and successfully issued a $ANON MEME Token.
Unlike pure MEME without products, ANON has the real feature of zk anonymous posting, which is precisely this feature that has attracted the attention of key figures:
For example, Vitalik previously tried to use this product, but needed to hold a certain amount of ANON tokens to post, so he also bought some tokens to experience it, but this action obviously ignited the enthusiasm of everyone to follow suit; Later, he posted on Warpcast that anoncast shows good prospects in protecting freedom of speech while avoiding spam and low-quality content.
Previously, Jesse Pollak, the person in charge of the Base protocol, exchanged 0.333 ETH (about $993.41) for 31,529 ANON; And the co-founder of Farcaster also announced that Anoncast will launch a new anonymous posting feature, supporting selective identity verification...
Compared to a few other coins with a stronger AI flavor, ANON is more about the actual product in the front, driven by the logic of key figures, and the ANON token is currently in a volatile period after a rapid price increase in the past few days.
In the crypto world, finding legitimacy and celebrity endorsement has always been a tried and true trick. Although Vitalik is often joked about not focusing on his main business and not pulling ETH, his legitimacy still exists.
Why is the trend constantly changing?
When the AI wind blows to Base, is this an accident or a necessity?
The editor believes that the latter probability is a bit higher.
Solana is still the leader, but the internal structure of the ecosystem is undergoing some differentiation:
First, the violent and intensive PVP high-speed minting has also spawned hot targets more quickly, and after a burst of explosion, the surviving targets are just a few, but more people have lost money and been eliminated in this cruel arena, and after fatigue and disappointment, only the stock capital is left in the game.
Smart money often misses the mark, and people long for less intense places; Against this background, capital outflow to Base becomes inevitable.
Second, Pump has seen frequent chaos, with various cases of abusive, pornographic and unethical unlimited token issuance live broadcasts appearing recently, some views believe this is a sign of reaching the top and market overheating, smart money will naturally avoid the limelight in the chaos and stay away from the controversial place.
You may ask, why did the capital just flow to Base?
Don't forget, the AI craze needs soil, in plain terms, it needs a place that can be used and can ferment and spread.
In this regard, Farcaster's social advantage is reflected, a more Crypto Native community, making asset creation, sending and discussion extremely smooth, which is what the crypto Degens love to see, and Farcaster's users include some technical elite and key figures, further promoting the possibility of the popularity of AI agent tokens.
When Farcaster becomes a community-based experimental field, the entire Base ecosystem naturally wants to catch this capital outflow, after all, playing the public chain is playing the ecosystem; And an ecosystem suitable for the AI Agent hype wave, undoubtedly has the potential to become the center of attention in the new cycle.
No one knows when the wind will stop, but the wind is indeed blowing strongly at the moment.
Whether to embrace it or not, it's up to you.
