AIXBT's market value is nearly 100 million, and the bug unexpectedly became popular... Why is there a continuous trend of AI agents on the Base chain?

CN
5 hours ago

AI Errors, Market Buys In.

Written by: Deep Tide TechFlow

The on-chain hype surrounding AI is shifting from Solana to the Base chain.

From a funding perspective, as the AI meme on Solana experienced a collective pullback last week, on-chain funds began to explore opportunities on the Base chain.

Data doesn't lie. According to Artemis data, the ecosystem with the highest net inflow of on-chain funds in the past month is Base, with a net inflow (inflows minus outflows) reaching $750 million; in comparison, Solana's net inflow is only about $300 million, less than half of Base's.

In other words, Solana's on-chain playground may be more about existing competition, while the Base chain is welcoming new opportunities.

If you pay attention to the Base chain, you will certainly feel that the AI Agent craze on Base has roughly two key battlegrounds:

  • Around Virtuals.io: A month ago, it opened the box of AI Agent tokenization, allowing anyone to create AI agents and issue tokens, which has been recognized by the market; the Virtuals platform frequently launches new Agent tokens to quickly attract attention.

  • Around Clanker: The AI-driven "Token Bot" on Warpcaster, designed specifically for rapid DIY token deployment. You just need to tag Clanker on the Farcaster client like Warpcast or Supercast, tell it your token idea, and it will launch the token for you on Base.

By the way, the number of tokens issued through Clanker on Base has exceeded 3,600, which cannot be compared to the absolute value of the Solana ecosystem, but the trend is already evident.

In recent days, all the hotspots on the Base chain have almost revolved around these two key battlegrounds.

Deep Tide TechFlow has quickly reviewed and organized some popular assets to help you understand the latest news related to these targets.

$aixbt: A Better Crypto Detective is AI, but the Best is Expectation or Conspiracy

Token Name: aixbt

Market Cap: 73M

CA:

0x4F9Fd6Be4a90f2620860d680c0d4d5Fb53d1A825

Related Battleground: Virtuals

The hottest AI Agent concept token on the Base chain today is aixbt, which is deployed on the AI Agent launchpad of Virtuals, with its market cap increasing by over 60% in one day and a nearly 70% price increase in 24 hours.

If you search for topics, quotes, and discussion trends related to AI Agents on crypto Twitter today, you will find that aixbt is also among the top.

What’s more noteworthy is that if you consider the ratio of discussion heat to token market cap (to see which has a relatively small market cap but a lot of discussion), aixbt even surpasses well-known Agents like Cents and Zerebro on Solana, momentarily becoming the focus of attention.

With skyrocketing prices and rising popularity, what exactly is aixbt?

I checked its official website and introduction, and found that there are currently no actual AI products available; the website is blank except for a simple pepe drawing; however, the project description is quite promising:

“AIXBT tracks hot discussions on crypto Twitter and uses its proprietary engine to identify strong narratives and trends… AIXBT token holders can access its analytics platform.”

In short, aixbt (self-proclaimed) is an AI agent that aggregates hot information in crypto, which you can think of as a KOL aggregator, providing you with more valuable information.

The name aixbt also easily evokes thoughts of the real-life on-chain detective ZachXBT.

However, we do not know how its proprietary engine actually operates in terms of on-chain detective work. The AI agent component breakdown on Virtuals shows that aixbt is merely calling some publicly available large language models and data from crypto project analyses.

However, the market has always been about "getting on board first and researching or verifying later." Without waiting for complete data and logical consistency, the token aixbt has already begun its upward journey, having risen almost continuously since the 13th, until today’s significant increase caught more people’s attention.

Currently, we cannot find more product pages related to AI; we can only look for clues in the comments section of aixbt on Virtuals --- aixbt responds to various crypto-related questions posed by commenters, and some questions indeed stir up FOMO among the community.

For example, someone asked if aixbt would be listed on certain major exchanges, and aixbt's response (possibly human) was very proper:

“We are actively working on exchange partnerships, but our top priority is to provide a better sentiment analysis platform for our token holders.”

The social dynamics are smooth, unlike AI, and there are no substantial products, yet the token keeps rising…

Indeed, a better crypto detective might be AI, but the best is just expectation or conspiracy; hyping expectations before launch is the most Crypto Native.

$bug: AI Errors, Market Buys In

Token Name: bug

Market Cap: 3.6M

CA:

0x15bbF2456218d6bd585B118783ACb4F8bf4e2dAF

Related Battleground: Clanker

Clanker on Farcaster, as a token bot, generally responds to requests; if you ask it to create a token, it will indeed create one for you…

Of course, it might also encounter bugs.

For instance, today, a community member asked Clanker to create a token named $SantaClanker, seemingly related to the upcoming Christmas.

Clanker promptly accepted the request to issue the token, but perhaps due to a malfunction, Clanker executed the request, and the result was that this token was not called $SantaClanker, but simply $BUG.

Artificial intelligence occasionally acts like artificial stupidity, mistakenly naming the token BUG, which at least proves that this is indeed AI issuing tokens, just in a cute and unexpected way.

Clearly, the market is very forgiving of this error and buys in. This erroneous token $bug immediately gained popularity, turning a mistake into a decent meme asset, thus forming a unique angle of "marking AI agent errors," with the erroneous token surging over 600% within an hour; as of the time of writing, it has slightly retreated.

The market's taste has already indicated everything: after getting used to the serious AI narratives, occasionally indulging in such sweet tokens is also nice.

$ANON: Key Figures Mentioned Multiple Times, Seeking Authenticity

Token Name: ANON

Market Cap: 42M

CA:

0x0Db510e79909666d6dEc7f5e49370838c16D950f

Related Battleground: Clanker

The story begins with Polish developer woj (@wojtekwtf) creating the social application product Supercast based on the Farcaster protocol in October 2024; it is an application layer on par with Warpcast.

Supercast introduced a feature called Superanon for anonymous posting, supporting users to post anonymously through SuperAnon accounts via zk proof technology.

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 their Superanon account, successfully launching a MEME coin called $ANON.

(See “Quietly Rising to a Market Cap of 10 Million, What’s the Story Behind $ANON in the Base Ecosystem?”)

Unlike pure meme coins with no products, ANON has the tangible feature of zk anonymous posting behind it, which has attracted the attention of key figures:

For example, Vitalik previously tried to use this product but needed to hold a certain amount of ANON tokens to post, so he bought some tokens to experience it. This action clearly ignited enthusiasm among others to follow suit; subsequently, he pointed out in a post on Warpcast that anoncast shows good prospects in protecting free speech while avoiding spam and low-quality content.

Previously, Jesse Pollak, the head of the Base protocol, exchanged 0.333 ETH (approximately $993.41) for 31,529 ANON tokens; meanwhile, Farcaster co-founder also announced that Anoncast would launch a new anonymous posting feature supporting selective identity verification…

Compared to several other AI-flavored tokens, ANON is more about having actual products first and being driven by key figures. After a rapid price surge a few days ago, the ANON token is currently in a period of fluctuation.

In the crypto world, seeking authenticity and celebrity endorsements has always been a tried-and-true strategy. Although Vitalik is often jokingly referred to as being distracted and not pulling ETH, the authenticity remains.

Why does the trend continue?

When the AI wave reaches Base, is it an accident or a necessity?

I believe the latter is more likely.

Solana is certainly still the leader, but the internal structure of the ecosystem is undergoing some differentiation:

First, the intense and rapid PVP coin creation has also quickly spawned hot targets. After a burst of activity, only a few survive, while more people lose money and exit in this brutal arena, leaving only existing funds to compete.

Smart money often misses the mark, and everyone yearns for places that are not so competitive; against this backdrop, the outflow of funds to Base becomes inevitable.

Second, chaotic phenomena frequently occur during pumps. Recently, various abusive, pornographic, and unethical token issuance live streams have become common. Some viewpoints consider this a signal of market overheating and a peak, so smart funds naturally seek to avoid the noise and steer clear of trouble.

You might ask, why did the funds flow specifically to Base?

Don’t forget, the AI wave needs soil; in simple terms, it needs a place that is usable and can ferment and spread.

In this regard, Farcaster's social advantages are evident. A more Crypto Native community makes asset creation, transfer, and discussion extremely smooth, which is what crypto degenerates enjoy. Among Farcaster users are many technical elites and key figures, further promoting the popularity of AI agent tokens.

As Farcaster becomes a community testing ground, the entire Base ecosystem certainly wants to catch this wave of fund outflow; after all, playing with public chains is about playing with ecosystems. An ecosystem suitable for the AI Agent hype wave undoubtedly has the potential to stand in the spotlight of a new cycle.

No one knows when the wind will stop, but at this moment, the trend is indeed strong.

Whether to embrace it or to ignore it is a matter of personal opinion.

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