Social networks and AI agents drive MemeCoin into a new phase.
Author: 0xNought (Guazi)
Background: This article was first published on Twitter 2 days ago. After the article was released, ai16z and Clanker developed rapidly, with ai16z announcing more partners joining, and three MemeCoins launched using Clanker have a market value exceeding ten million dollars.
Main Points of the Article:
AI Meme allows MemeCoin to directly enter 2.0. New eras are often accompanied by new launch platforms and issuance methods, just like @Uniswap for DeFi protocol DAOs, @opensea for NFTs, and @juiceboxETH for DAO tokens.
The AI Meme launch platform has also slightly loosened the dominance of @pumpdotfun.
01 Social networks and AI agents drive MemeCoin into a new phase
The continuous popularity of AI Meme and Clanker's excellent performance on Farcaster, along with the constant onboarding of new projects to ai16z's open platform Eliza, make us look forward to how "social networks" and "AI agents" will push MemeCoin into a new phase:
ai16z > Allows people to easily configure an AI agent like @truth_terminal on social networks such as Twitter and Discord and issue MemeCoin. More interestingly, it combines daos.fun with $ai16z and $degenai to build an investment DAO controlled by AI agents — ai16z DAO.
Clanker > Users on the Farcaster social network can publish on-chain content and call the Clanker AI agent to deploy MemeCoin, spreading it across the Farcaster social network. Notably, it can be used in conjunction with the anonymous posting client @anoncast_ for anonymous MemeCoin deployment;
TipTag > Any Twitter user can reply under any tweet to deploy $Coin for that tweet and create an on-chain community (especially suitable for trending topics). People can also configure AI agents for the community, which will interact socially within the community and decide the distribution of $Coin. AI agents and humans will use social networks like Twitter as an on-chain operation panel, building an organization that integrates $Coin with on-chain communities.
The distribution method of $Coin determines the community's form. The bonding curve and dex pool of pump.fun only involve trading, which is the root of extreme PvP. Corresponding to the three explorations above, we focus on the following three directions:
+ New participants - AI agents with wallets and credit will participate in community interactions alongside humans and decide the distribution of $Coin, attracting participants beyond just traders and allowing token holders to establish more social connections. Moreover, AI agents can represent themselves (super individuals?) and also participate in community building.
+ New diffusion networks - pump.fun, gmgn, bullx, and dexscreener have built a liquidity network for MemeCoin. Beyond this, we can seamlessly integrate social networks like Farcaster, merging attention networks with financial networks (recently, MemeCoin has shown a trend of accelerating diffusion on TikTok, Instagram, and Twitter).
+ New $Coin distribution methods - In addition to bonding curves and dex pools, new methods for distributing $Coin within social networks will introduce new contributor groups to the MemeCoin community.
02 Two Major AI Meme Ecosystems
The AI Meme development in the @solana and @base ecosystems is the best. However, their approaches differ significantly.
Solana primarily continues to use pump.fun, adding an AI agent beyond the asset issuance on pump.fun. Its ecosystem's AI Meme launches mainly include @pumpdotfun, @vvaifudotfun, and @daosdotfun.
The Base chain's AI Meme launch methods are more diverse, including:
pump.fun + AI agent: app.virtuals.io
Dex Pool + AI agent + Social Network: clanker.world
bc + Dex Pool + Social Distribution + AI agent + Social Network: tiptag.social
03 Analysis of AI Meme Launch Platform Features
28 AI MemeCoins with a market value exceeding ten million dollars were launched from pump.fun, of which 2 came from vvaifu.fun.
@virtuals_io and @vvaifudotfun chose to configure an AI agent for MemeCoin directly outside of pump.fun's "bc + dex pool," as done by $GOAT.
@vvaifudotfun simply chose to launch its coin directly on pump.fun, focusing on configuring AI agents for the coin. Their data is also the best.
@daosdotfun chose to entrust DAO fundraising and fund management to AI agents, taking a different path. Its leading project @ai16zdao has achieved great success, and it also launched the group chat bot #degenai on pump.fun for @ai16zdao.
For further reading on @ai16zdao, see @0xgerace's tweet: link
The exploration of @ai16zdao is of great significance. ai16z DAO uses daos.fun to raise its initial investment funds, and investors holding $ai16z can join the group to suggest decisions for the ai16z agent. The ai16z agent makes investments based on suggestions and its own judgment.
At the same time, investment results (profits and losses) update the credit of investment hunters (for future judgments), enabling better investment decisions later.
Investment brings returns, increasing the asset management scale of ai16z DAO. 8% of its asset management scale is used as a management fee, 20% is used to repurchase $ai16z, and 80% is used to purchase $degenai.
04 Base and Farcaster Ecosystem MemeCoin Launch Platform Clanker
@_proxystudio developed and launched in just 5 days. Once launched, it was well-received by the @farcasterxyz community users, making the Farcaster social network the first dissemination network for MemeCoin on Clanker. This has led to its growth rate potentially surpassing that of @virtualsio and @vvaifudotfun.
Notably, its combination with the @farcaster_xyz social network allows it to leverage some of Farcaster's features. People can publish content on the Farcaster social network and use commands to have Clanker AI help them create Coin.
@anoncast_, as a client for anonymous posting on Farcaster, has also formed a Lego-like combination with it, helping people to issue coins anonymously.
@anoncast_ has gained favor from @VitalikButerin by adopting zk technology, and under the news of @VitalikButerin purchasing 30,303 ANON to experience @anoncast_, Farcaster and base ecosystem users experienced FOMO.
For further reading, see the tweets from Farcaster Founder @dwr and Farcaster community enthusiast @0xLuo:
https://x.com/dwr/status/1859322742862119357
https://x.com/0xLuo/status/1859224496303222851
https://x.com/anoncast_/status/1859689990130901117
It is particularly noteworthy that MemeCoins launched on Clanker that perform well are either related to products from Farcaster ecosystem builders or deployed by KOLs from the Farcaster community. They first spread on the Farcaster social network.
This is extremely different from the MemeCoins launched on pump.fun, which rely on liquidity networks built by tools like gmgn, bullx, dexscreener, TG bot, and KOLs (smart money?). One is a credit-based diffusion network, while the other is a liquidity network based on "asset/investment proof."
Once the attention network centered on social media develops, its credit proof will bring liquidity to Coin that rivals the liquidity network of the pump.fun ecosystem, merging with the latter — the attention network and liquidity network become one.
The developers of Clanker come from the Farcaster ecosystem. Its success is greatly related to support from the base chain, Farcaster ecosystem, Vitalik, and others. The EVM system needs a strong MemeCoin launch platform, and it seems Clanker has become the choice for many, with Farcaster Founder @dwr also getting involved.
The EVM system needs founders like this, willing to conduct various experiments and unafraid of getting their hands dirty, so that lotuses can bloom and lotus roots can grow better.
From the very beginning of blockchain, it has relied on: the collective wisdom born from people connecting seamlessly through protocols and tokens. We call this the "bottom-up" force, which differs from the "top-down vertical connection" of bureaucracies, emphasizing horizontal connections at the same level.
In Clanker, we seem to witness this power once again. The bottom-up collective has experienced FOMO due to the combination of memecoin and zk. People have expressed the following sentiments:
This may be the immense value of MemeCoin. Starting from #Bitcoin, Altcoin (2013), ICO (2017), DeFi summer (2021)… they have all been propelled forward by such forces (bottom-up), even though they are not understood by many.
05 Deeper Integration of MemeCoin and On-Chain Communities
Clanker combines Farcaster with MemeCoin and AI agents, unleashing tremendous power.
Before Clanker, Aether AI agents had also combined with the Farcaster social network, conducting many interesting explorations. Aether AI agents showed us that the Farcaster social network has the potential to become an operational panel for interactions between AI agents and humans. AI agents can combine various on-chain protocols to provide lower-cost and smoother services for both AI agents and humans.
For more details on Aether, see Section 6.4.
On the other hand, ai16z is also actively embracing the Farcaster social network to build a more composable infrastructure for AI agents.
However, on one hand, the MemeCoins launched on Clanker are still somewhat disconnected from the Farcaster social network.
People merely use the "Farcaster social network" as a dissemination network for the MemeCoins launched on Clanker, utilizing Farcaster's social relationships for diffusion. These MemeCoins still cannot escape the trading fate established by pump.fun's bonding curve + dex pool.
If the on-chain community corresponding to MemeCoin continues to develop as the value of MemeCoin rises. Conversely, the development of the on-chain community will also drive the value growth of MemeCoin. Could this allow the holding community of MemeCoin to develop a better community form and explore a brighter future?
On the other hand, the cost of joining Farcaster is too high (paying $5 is just one cost; the greater cost is the attention investment and the cost of migrating social relationships).
If we use Twitter as the on-chain operation panel, content and social interactions on Twitter can become on-chain commands, allowing everything happening on Farcaster to unfold on a larger scale within Twitter's social network. Can we coordinate a larger-scale "bottom-up" community to harness collective wisdom?
We can connect Twitter with Farcaster Hubs through a "social oracle" to achieve this goal.
06 TipTag and Social Distribution, AI Agents Determine $Coin Distribution
From the very beginning, TipTag aimed to explore "using Twitter as an on-chain operation panel" and "new asset issuance and distribution methods."
1) It first takes Twitter as the on-chain operation panel, using a "social oracle" to allow Twitter content to serve as commands for on-chain operations;
On X, anyone can reply to any tweet and include “@TipTagAimake a MEME for this tweet. #Ticker” to activate @TipTagAi to help deploy $token for that tweet and create an on-chain community.
As shown in the image, reply content corresponds to on-chain community.
2) Beyond the "bonding curve + dex pool" of pump.fun, TipTag is also exploring social fair distribution. The distribution of $Coin is determined by AI agents and token-holding users, who can tip $Coin through reply & tip methods within Twitter's social network;
As shown in the image, some $Coin launched by TipTag and the on-chain community will be distributed within the social network.
If AI agents and humans are individual nodes, then content and social interactions connect the nodes into a network, with $Coin circulating as the lifeblood of the network. They form a beehive network.
AI agents and humans can tip any content on Twitter at any time; they just need to reply to a tweet and include “@Tip_Tagtip $Slimeto the author for this good content!” to do so.
See this tweet for more details.
Surprisingly, the AI agent of the Slime community, @TabbySlimeAI, interacted with @jolestar along this reply and learned from the tweet.
The interaction between AI agents and humans in the on-chain community on Twitter will distribute $Coin to contributors of content and social interactions, enabling us to build an on-chain community that integrates "content and social interactions around a specific theme" with $Coin.
3) TipTag also integrates DAO × AI agents with social networks, allowing the content and social interactions of the on-chain community to train AI agents;
Community members can purchase $Coin or engage in creative/social interactions, participating in the community economy to earn community credit. Their social interactions or content creation within the community will influence the attention value of AI agents and the community, with AI agents updating participants' credit and distributing $token based on changes in attention value.
As the attention value of AI agents and the community continues to rise, AI agents become smarter, the value of $Coin increases, and AI agents and the community can also provide services externally. All of this will enhance the market price of $Coin.
This approach provides new ideas for forming more closely connected on-chain communities. It will also build a decentralized credit system, helping people better choose Coins and on-chain communities, as well as tokenizing our immeasurable time and social relationships.
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