Key Points
The concept of DeSci did not emerge recently. Binance Labs announced its first investment in BIO Protocol, and CZ and Vitalik jointly attended Binance's DeSci Day event, reigniting market interest in DeSci.
The DeSci sector currently has a low market capitalization and is one of the key sectors attracting top VCs. In addition to Binance Labs starting to invest in the healthcare field, a16z has also begun to explore the DeSci sector.
Projects in the DeSci sector are still in the early exploratory stage, with notable areas of interest including the BIO ecosystem and related Memes.
Recently, the DeSci sector has gained significant traction, with related Memecoins $RIF and $URO experiencing daily increases of up to 200%, repeatedly igniting market sentiment. Binance's exclusive investment in the DeSci protocol BIO Protocol has become a focal point of market attention. What exactly is the DeSci sector that CZ and Vitalik have highlighted? Can this market sentiment be sustained?
Why DeSci Suddenly Became Popular
DeSci (Decentralized Science) is an innovative concept that combines blockchain technology with scientific research, aiming to reshape the current methods of funding, collaboration, data sharing, and results publication in scientific research. The goal of DeSci is to create a more open, transparent, fair, and efficient scientific ecosystem.
In fact, the concept of DeSci did not emerge recently; Binance interpreted the concept of DeSci as early as March this year. The sudden popularity of DeSci originated from two recent events: on November 8, Binance Labs announced its first investment in BIO Protocol, marking Binance Labs' first foray into the decentralized science (DeSci) field; on November 13, CZ and Vitalik jointly attended the DeSci Day event held by Binance in Bangkok, where DeSci began to attract market attention.
Source: DeSci Day event
Subsequently, related Memecoins $RIF and $URO saw daily increases of up to 200%, leading to greater market attention for the DeSci sector. Can the DeSci sector continue to develop? How far can biological Memes go? What potential projects in the DeSci sector are worth our attention?
Notable Projects in the DeSci Sector
According to Coingecko data, as of November 20, the total market capitalization of the DeSci sector is $1.2 billion. Compared to other popular sectors like AI, the DeSci sector still has room for growth.
Source: Coingecko
The DeSci sector is also one of the key sectors attracting top VCs. In addition to Binance Labs starting to invest in the healthcare field, a16z has also begun to explore the DeSci sector, with AminoChain being one of its investments in this field. AminoChain primarily powers the modernization of biological sample processing by connecting data between healthcare companies. On September 25, it completed a $5 million seed round financing and has not yet undergone TGE.
Source: AminoChain
CZ personally has a very optimistic view of this sector, believing that DeSci has enormous potential. DeSci is expected to address the shortcomings of traditional scientific research, and its free spirit can contribute to research explorations in human health and longevity.
However, projects related to DeSci are still in a very early exploratory stage, and currently, attention can mainly be focused on the BIO ecosystem and related Memes.
1. BIO Protocol Ecosystem
BIO Protocol aims to build a global research funding and collaboration platform using blockchain and DAO, hoping to leverage blockchain technology to address currently insurmountable issues such as rare diseases, longevity research, and emerging health.
1. $BIO (BIO Protocol)
On November 13, the auction round for BIO Protocol has ended, with the average auction price in the first round being $0.025, and the average auction price in the last round being $0.066, resulting in a price increase of 164%. Currently, the token $BIO has not yet been launched, but it is worth noting that many Chinese KOLs participated in the BIO auction rounds.
Source: BIO Protocol
2. BIO Protocol Collaborative DAO Projects
The BIO Protocol network currently has nearly ten BIO DAOs operating on the Ethereum network, planning to split Solana and other chains in the first quarter of 2025. These DAOs cover various directions, including women's health and mental health. The main representative projects of these collaborative DAOs include:
Source: BIO Protocol
$VITA (VitaDAO): VitaDAO is currently the most well-known among the seven DAOs, with many core members from BIO also coming from VitaDAO. VitaDAO focuses on funding early longevity research, and its first longevity product—VD001—is a natural high-dose spermidine supplement approved by the Thai FDA. At the DeSci Day event in Bangkok on November 13, Vitalik showcased VD001 to CZ, and subsequently, $VITA surged by 82.4% that day, with the current price of $VITA at $5.23.
$RSC (ResearchHub): ResearchHub is a platform founded by the Coinbase founder to reward users who publish quality content on the platform, with RSC being the native token of the ResearchHub platform.
$HAIR (HairDAO): Dedicated to solving hair health issues, developing proprietary products, and promoting the application of related patents, such as its community-supported "Follicool" product.
$ATH (AthenaDAO): AthenaDAO focuses on research and development in women's health, such as reproductive health and treatments for female-specific diseases. By supporting interdisciplinary research, it promotes innovation and technology transfer in women's medicine, helping to fill funding gaps in traditional research.
$CRYO (CryoDAO): CryoDAO focuses on research in cryopreservation technology, collaborating with institutions like Oxford University to promote the application of cryogenic technology in biomedicine.
$GROW (ValleyDAO): A decentralized, community-governed platform focused on anti-aging drugs and longevity projects.
$PSY (PsyDAO): PsyDAO supports research on the use of psychedelics in treating mental illnesses, such as PTSD and depression. It promotes the trial and data-sharing platform for psychedelics.
According to the allocation from the BIO treasury, the DAO with the largest fund allocation is VitaDAO, accounting for 51.2%.
Source: BIO Protocol
2. Major Memecoins
To understand the Memes related to the DeSci sector, one must first understand the Pump.Science platform.
Pump.Science is a new Meme launch platform introduced by the Solana ecosystem's DeSci platform Molecule DAO. Unlike other pumps, the Memecoins issued by Pump.Science must be related to the scientific field, and once the market capitalization of the token reaches $10,000, medical research organizations will use the drugs in experiments and regularly publish the results on the platform. Players can predict the drug's effects based on the experimental results and continue to buy and sell the Meme tokens.
Pump.Science has primarily issued two Memecoins, $RIF and $URO. Additionally, related Memes include donation concepts and quantum entanglement concepts. However, Memecoins are subject to market sentiment and can be highly volatile. As of the time of writing, most related Memecoins have begun to decline, with the specifics of the major Memes as follows:
1. Pump.Science Concept
$RIF (Rifampicin): Rifampicin focuses on the antibiotic concept, primarily exploring treatments for tuberculosis infections, and is currently the leading Memecoin.
$URO (Urolithin A): Urolithin A is a natural metabolite found in pomegranates and other nuts, primarily exploring longevity enhancement.
2. Donation Concept
$Scihub primarily revolves around Sci-hub, the world's largest free paper download center, which faces legal issues due to open-source practices and relies solely on donations for maintenance, primarily exploring issues related to research copyrights.
3. Quantum Entanglement Concept
The quantum entanglement concept mainly includes two tokens, $PRO and $ANTI. The two tokens are independent on-chain, but custom contracts can "entangle" their token economics. The innovation of this economic model lies in the theoretical equivalence of 1 ANTi to 1 PRO. If the price of one token rises, the other fluctuates accordingly; when there is a price discrepancy between the two tokens, holders can achieve arbitrage through exchange operations, pushing prices back to equilibrium. This mechanism encourages more trading and interaction, increasing market activity.
Outlook for DeSci
The development of the DeSci field undoubtedly injects new hope for humanity in areas such as longevity and biological sciences. The combination of DeSci and cryptocurrency is expected to address the inefficiencies of traditional scientific research, and the free spirit of DeSci ignites new hope among more researchers.
However, it is worth noting that research in biological sciences requires a long development cycle. Most DeSci projects are still in very early exploratory stages, and the impact of cryptocurrency on the research system needs further validation.
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