Original | Odaily Planet Daily (@OdailyChina)
Author | Nan Zhi (@Assassin_Malvo)
In the past three months, the upper and lower limits of AI tokens have been rising, and the speed of increase has been accelerating. In the previous three articles, we filtered a batch of tokens based on several factors such as "market capitalization in the tens of millions," "almost no coverage in Chinese media," and "projects or tokens launched for less than two weeks," aiming to explore mid-term growth opportunities, and we have seen some projects achieve certain results.
In this article, we will continue to follow these factors to interpret a batch of emerging AI projects, helping readers understand their backstories and development directions.
(Reference reading: “ARC Quick Overview of 30 Million Market Cap, Understanding the Narrative of Emerging AI Tokens”
“An Overview of Six New Leading AI Projects, What Concepts Are Hotly Pursued in the Market?”)
BUZZ
Fundamentals
Launched on 1/3, with a peak market cap of $72 million and a current market cap of $63 million.
AI Narrative
AI + DeFi concept, allowing users to command AI to perform DeFi operations such as trading, staking, liquidity management, and sentiment analysis using natural language based on "The Hive." Its conceptual features mainly lie in the fact that different operations are managed by dedicated AI Agents, and components between ecosystems can be freely combined, as well as using standardized frameworks to integrate third-party tools.
(Reference reading: “Quick Overview of 40M Market Cap, Is BUZZ the First Shot of 'DeFi Agent'?”)
GNZ
Fundamentals
Launched on 1/6, with a peak market cap of $54 million and a current market cap of $38.6 million.
AI Narrative
The GNZ (gAInz) project can be summarized as an AI-based health steward, with functions including: AI-customized fitness plans (AI version of Keep), AI nutrition management (users send meals to AI for calorie and nutrition assessment), a chat companion for fitness topics, and body analysis (upload photos for AI to evaluate muscle quality, body shape, etc.).
Background Highlights
GNZ is launched by Pulse, Pulse is an all-in-one health platform that combines wearable devices and applications to track fitness, sleep, and nutrition, providing personalized insights and rewards to foster healthy habits. Additionally, Pulse completed a $1.8 million pre-seed round of financing in November 2024.
BUILD
Fundamentals
Launched on 1/4, with a peak market cap of $60 million and a current market cap of $26.7 million.
AI Narrative
A no-code AI Agent development platform, according to official documentation, its features lie in the "advanced" capabilities, which not only allow for basic functions such as publishing articles on social media platforms but also enable operations like "cross-chain real-time arbitrage, managing liquidity pools, and performing real-world operations (e.g., purchasing goods)." Other AI features include long-term memory, cross-platform memory capabilities, and agent clusters.
Focai
Fundamentals
Launched on 1/4, with a peak market cap of $60 million and a current market cap of $30 million.
Why It Was Created?
The birth of the focEliza project mainly stems from the trust and security dilemmas present when using third-party AI agent services, as well as the shortcomings of existing TEE + Eliza solutions:
Trust Issues:
In social account management: If a third-party AI agent manages the company's official Twitter account, it requires handing over the account, password, and cookies, meaning trust must be placed in the server administrators behind the AI agent. If they act maliciously or are hacked, it could cause significant financial losses to the company.
In financial transactions: As a trader, one cannot entrust large sums of money to an AI agent focused on trading.
Shortcomings of existing TEE + Eliza solutions:
Lack of verifiability: It is difficult to know exactly what Eliza did or did not do within the TEE, so there is a need to enhance verification functions, allowing Eliza to sign logs with keys derived from the TEE and provide query interfaces for users to verify the authenticity of the logs.
Vitality issues to be resolved: Eliza, running on a physical machine that supports TEE, holds private keys and sensitive data. If the administrator shuts down the machine, the AI agent's "life" may end, and the assets and data it manages could be permanently lost. Therefore, it is necessary to encrypt critical "life" data and upload it to the blockchain or DA network for recovery in case of failure.
Lack of other key components: On one hand, the AI agent needs to allow users to define strategies for minimal trust asset management; on the other hand, a trusted blockchain client, data synchronizer, and other components need to run within the TEE to ensure smooth interaction with the blockchain system.
How Focai Solves Problems
Enhancing verifiability: Allowing Eliza to sign logs, using its derived keys to sign its own actions, enabling external third parties to remotely verify these actions using Eliza's public key, thus proving the operational process of Eliza and achieving transparency and verifiability.
On-chain integration: Adding on-chain components to combine Eliza AI agent's role system, memory, and key storage module with on-chain state and data availability (DA), allowing it to "live" on-chain, solidifying its operational foundation and data preservation.
Upgrading architecture: Upgrading TEE nodes to TEE clusters, in conjunction with on-chain components, allowing the AI agent to recover data, memory, and key storage content from the chain. Even if a TEE node is shut down, it can continue to operate on any TEE machine, achieving decentralized execution and ensuring continuity and stability of operations.
Optimizing interaction: Adding blockchain interaction components, deploying trusted blockchain clients, data synchronizers, etc., within the TEE to ensure seamless integration with the blockchain system, allowing smooth interaction between the AI agent and the blockchain.
Other Highlights
The project developer @CP2426_ is the Chief Technology Officer of Artela Network, which completed a $6 million seed round of financing in July 2023.
HTERM
Fundamentals
Launched on 1/6, with a peak market cap of $36 million and a current market cap of $22.6 million.
AI Narrative
A personal Web3 AI assistant capable of executing on-chain operations (including trading, staking, transferring, etc.) and managing social media accounts (including tweeting, replying, liking, etc.).
The project itself has no highlights; its highlight lies in its founder Johannes Pfeffer, whose main resume includes co-founding corpus.ventures, co-founding Alethio (with a ConsenSys background), and being a data scientist at ConsenSys.
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