$ANON: A New Value Narrative or a Conspiracy Group's New Layout on Base?

Written by: Deep Tide TechFlow

In this wave of Meme frenzy, the Base ecosystem's Memes seem to be "quietly rising" as they have been overshadowed by the Solana ecosystem. Despite the frequent emergence of golden dogs, the Memes in the Base ecosystem still appear to be growing subtly.

Recently, a coin called $ANON in the Base ecosystem has been on the rise, reaching a market cap of 22 million just six days after its launch.

Although it cannot compare to the "one-day clearance" of current Solana Memes, the significant increase of $ANON in the midst of the market's focus on the fervor surrounding BTC and Solana is still worth exploring.

Is $ANON a new value narrative or a new layout for a conspiracy group on Base? Deep Tide TechFlow analyzes the origins and developments of $ANON through event sorting.

Supercast and Superanon

The story begins with Polish developer woj (@wojtekwtf) creating the social application product Supercast based on the Farcaster protocol in October 2024. Supercast is an application layer on par with the leading social product Warpcast in the Base ecosystem. Supercast introduced an anonymous posting feature called Superanon, which allows users to post anonymously through a SuperAnon account using zk proof technology, requiring a membership fee of 10U/month.

Clearly, the Superanon application, which allows anonymous posting, is very popular among crypto users (or Farcaster ecosystem users). Within just three weeks of its launch, Superanon has already garnered over 4,300 followers, with many of the most intense discussions about Farcaster being anonymously posted by users on the Superanon account. Developer woj himself is quite proud, stating, "This is my most successful launch in recent times."

Anonymous Users + AI Token Creation: Is $ANON Really a Community Coin?

Since its launch, Superanon has been running smoothly. On November 14, an anonymous user interacted with the AI Agent account @clanker in the Farcaster ecosystem through the Superanon account and successfully launched a MEME coin called $ANON, airdropping 1% of the tokens to Supercast founder woj, who was unaware at the time.

(It is worth mentioning that the recently popular AI Meme $LUM in the Base ecosystem was also released by AI Agent @clanker, currently valued at 30 million dollars.)

When woj woke up to find an additional $25,000 worth of $ANON in his wallet, he chose to airdrop all the $ANON in his wallet to over a thousand paid Supercast users. (Woj's original words: "This is cool, but I can't fully support it because any Supercast tokens will be distributed to its users.")

Woj's action, embodying the spirit of crypto, was greatly appreciated by the community. Coupled with the inherent "zk + anonymity + AI token creation" buff of $ANON, the community eagerly supported the narrative of $ANON being sufficiently decentralized, with its market cap reaching a peak of 4.5 million dollars within less than a day of its launch.

At the same time, the community also took practical action to support woj's crypto spirit: holders of $ANON in the Farcaster community voluntarily sent over 40,000 dollars worth of 13 million tokens to the developer for redistribution to Supercast users.

The Uppercase vs. Lowercase Debate Returns?

However, just as uppercase $ANON was gaining traction, the next day woj posted on Warpcast stating that he would change the Superanon "?" icon to a cute dog image, minting it as an NFT on the Zora platform and airdropping it to Supercast members. This NFT could be converted into lowercase $anon. He also emphasized that "it currently only has collectible value and is purely coincidental with uppercase $ANON," among a series of disclaimers.

In other words, just a day after promoting uppercase $ANON through self-endorsement, woj himself released lowercase $anon…

However, this "uppercase vs. lowercase debate" is not as intense as that of $Neiro and $eliza, or rather, lowercase $anon is not a rival to uppercase $ANON at all. As of the time of writing, uppercase $ANON's market cap is close to 20 million dollars, while lowercase $anon's market cap hovers around 300,000 dollars, but woj himself is quite fond of the lowercase dog image.

The "ANON" Application Layer Begins to Further Differentiate

With both narrative and consensus, woj seems not particularly interested in further use cases for $ANON. However, the community has already come up with new ideas for $ANON.

Twitter user @0xLuo created a classification map for the current "ANON" ecosystem, visually presenting the clear context of current "ANON" projects.

Developers have created new applications based on $ANON, including an anonymous publishing application called anoncast similar to superanon but specifically for $ANON holders, and an art project called Base Colors.

anoncast

Anoncast inherits the anonymous posting feature of superanon, but users need to hold a certain amount of uppercase $ANON in their wallets to use the application, unlocking different features based on the amount held.

The most basic posting feature requires holding 30,000 $ANON tokens (currently worth about 450 dollars). More advanced features, such as promoting posts to X/Twitter or deleting published posts, require holding 1 million $ANON tokens (currently worth about 16,000 dollars).

Crypto bigwigs are also very interested in anoncast. Farcaster co-founder Dan Romero (@dwr) has tweeted and retweeted about anoncast multiple times, and Vitalik Buterin has discussed technical details with anoncast developer @Slokh on Warpcast.

Base Colors

Base Colors is an NFT collection of internet colors. Each color is unique, and owners can name them on the blockchain, ensuring that no two people can own the same color, nor can two colors have the same name.

Developer @0FJAKE states that unique colors can establish the uniqueness of anonymous identities, confirming the attribute of "you are you."

Summary

From $Degen to $ANON, the "product coins" that have exploded in the Farcaster ecosystem seem to be following a solid and reliable path—tokens consistently revolve around the community and users.

However, along the way, it is inevitable that non-community members will enter purely for speculative purposes, which is not necessarily a bad thing for the tokens themselves. The continuous price increase will also allow more "outsiders" to further understand the project itself, thereby retaining more users interested in the community.

The true value of a series of tokens like $Degen and $ANON lies not in short-term market cap fluctuations, but in whether they can build a self-organizing, self-evolving ecosystem. This ecosystem can continuously adapt to user needs and evolve under the community's drive, ultimately achieving a transformation from mere frenzied Meme speculation to practical tokens.

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