Original | Odaily Planet Daily (@OdailyChina)
Summary of Meme Holdings from Last Week
ai16z Series (ai16z, ELIZA, degenai)
Price Performance:
For the three projects in the ai16z series, according to GMGN data, after a week, ai16z has increased by about 10% compared to last week's recommendation (market cap rose from $850 million to $940 million); both ELIZA and degenai have seen significant pullbacks, with ELIZA's market cap currently reported at $45 million and degenai's market cap at $48 million.
Project Updates:
This week, Shaw participated in offline Dev Meetups in Shanghai, Beijing, and Hong Kong, where he was interviewed by Odaily Planet Daily in Shanghai, sharing updates on ai16z, degenai, and the deeply cooperative project ELIZA, as well as the impact of the AI sector on Web3 in 2025 (click here to read the full content: Exclusive Interview with ai16z Founder Shaw: Eliza Framework, DAO Innovation, and How AI Reshapes the Future of Web3);
Integrating the ai16z ecosystem tokenomics and will announce more details soon.
Integrating ai16z ecosystem tokenomics
Current View:
Firmly hold ELIZA and degenai, continue to wait for AI agent pmairca to conduct independent investments, the launch of degenai's AI agent, and the update of tokenomics after the confirmation of the lowercase eliza airdrop address on January 10, 2025.
Confirmation for lowercase eliza airdrop collection must be done before January 10
WORM
Price Performance:
According to GMGN data, after a week, MAX has experienced a certain degree of pullback compared to last week's recommended price (market cap decreased from $28 million to $21 million).
Project Updates:
- The team officially released the DeepWorm documentation (full text link: https://docs.deepworm.xyz/deepworm), WORM is not only an "on-chain brain," but also a framework that combines digital biology and blockchain technology, bringing new possibilities of "intelligence" and "life" to the decentralized world.
Current View:
Slight loss, but continue to hold. The WORM narrative is unique (AI + animal meme + DeSci). Currently in the early stages of the project, looking forward to its development.
MAX
Price Performance:
According to GMGN data, after a week, MAX has seen a significant pullback compared to last week's price (market cap decreased from $20 million to $10 million).
Project Updates:
Launched MAX token staking to obtain initial shares of its AI Agent issuance platform tokens, but the subsequent first issued project RACKS failed due to factors such as sniper bots, and the refund process has now been initiated.
RACKS project refund explanation
Current View:
Currently fully liquidated, with a total return of nearly 3 times. If subsequent projects on its issuance platform become popular or if MAX's market cap falls below $5 million, consider re-entering.
Key Focus List for This Week
DRUGS
Project Introduction:
DRUGS aims to disrupt the monopolistic business model of traditional large pharmaceutical companies. Since its inception, the project has received widespread support from the BIO ecosystem, including Pump Science, other BIO-related DeSci DAOs, and BIO co-founder Paul himself.
Reasons for Optimism:
DRUGS is similar to ai16z DAO, being the largest DAO organization in the DeSci sector. Different DeSci project parties will donate to the Big Pharmai treasury to gain support from DRUGS. Therefore, as the DeSci sector gains momentum, there may be a continuous influx of DeSci project parties forming relationships with it, leading to significant market cap growth;
BIO Protocol co-founder and CEO Paul Kohlhaas previously responded on X platform, proposing to airdrop BIO tokens to communities like Big Pharmai (DRUGS), and Paul Kohlhaas frequently interacts with Big Pharmai initiator Anthony Fauccai;
daos.fun may announce content related to DRUGS tokens.
Price Performance:
According to GMGN data, DRUGS market cap peaked at $60 million and is currently at $23 million.
Contract Address:
CX9YDTED9TWgVXVoFy8JL9gSSAEWcTv4mzjLSv17LQsj
Project89
Project Introduction:
Project89 is a cutting-edge alternative reality game (ARG) based on Solana, combining AI-driven gameplay with real-world elements to create an immersive storytelling experience that blurs the lines between the virtual and the real. Players shape this evolving world by completing tasks and team challenges, while AI agents autonomously generate tasks. The combination of players' creativity and strategy with AI's narrative capabilities creates a continuously evolving gaming experience.
Reasons for Optimism:
The concept of AI Agents combined with blockchain gaming offers more imaginative possibilities for the market;
Gained attention and recognition from ai16z co-founder Shaw;
Price Performance:
According to GMGN data, Project89's market cap briefly surpassed $100 million at its peak and is currently at $24 million.
Contract Address:
Bz4MhmVRQENiCou7ZpJ575wpjNFjBjVBSiVhuNg1pump
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