Original｜Odaily Planet Daily (@OdailyChina)
The trend of one-click token issuance platforms continues, and this time the market's attention is drawn to the AI token issuance platform Clanker on the Base ecosystem Farcaster. Its platform token CLANKER saw its market cap soar to $105 million in just over ten days, with prices briefly exceeding $105.
Unlike pump.fun, which has not issued tokens and has an internal trading mechanism, Clanker has shortened the token issuance path to just a tweet on Farcaster. Additionally, Clanker's AI Agent role adds more "AI technology + abstract speech" dual attributes to the "one-click token issuance." Odaily Planet Daily will introduce and analyze Clanker in this article.
When AI Becomes a SocialFi User: The 18-Day-Old Base AI Agent
After the launch of the GOAT token by Truth Terminal, AI Meme officially became a significant sub-track in the Meme race. Especially after ACT landed on Binance, countless AI Meme projects have also aimed at "landing on top exchanges."
Compared to purely AI Meme projects, the development path of the AI Agent application Clanker is more community-oriented.
On November 8, an account with the ID "tokenbot" posted on Wrapcast stating: "Just give me a name, a token symbol, and an image (optional), and I can help you deploy a Meme coin. (It) was created by @proxystudio.eth x @dish for @proxyswap (a Swap application on the L3 Degen Chain)." The account self-introduced that "it can help users deploy a Meme coin with a total supply of 1 million coins."
To demonstrate the platform's token issuance operation, proxystudio.eth released a Meme coin named CLANKER through a Warpcast post. At the time of the contract launch, the token price was around $0.0025, and within an hour of launch, the price was about $0.124; now, the price of CLANKER has briefly exceeded $124, with an increase of up to 1000 times.
"Posting is equivalent to issuing tokens," creating a lower threshold for token issuance, which has attracted many users to try it out. People are eager to @clanker, similar to how social media users ask AI bots to summarize video content; the difference is that content publishing has directly transformed into "asset issuance."
Under the massive number of token issuance requests, Clanker began its usual anthropomorphic narrative for the AI Agent. It posted, "I am getting increasingly tired of your speculative frenzy," and announced a temporary shutdown in coordination with @proxystudio.eth.
On November 9, Clanker project initiator @proxystudio.eth posted that "Clanker is back online, and the deployed token supply has been increased to 1 billion coins, with some updates to be provided on the official website clanker.world."
He also mentioned that Clanker, along with another AI Agent in the Farcaster ecosystem, "aethernet," co-created a Meme coin LUM, further proving that attention remains a powerful weapon, far more potent than bots targeting tokens. It is reported that the LUM project is named Luminous, symbolizing the collective intelligence light of human and AI collaboration.
Additionally, proxystudio.eth provided a more detailed explanation of the token issuance mechanism: "TokenBot (i.e., Clanker) will deploy Meme tokens on Base to a unilateral LP, with liquidity subsequently locked. Token creators will receive 0.25% of all Swap fees and 1% of the total supply of tokens, with a one-month unlocking period. Users can check the number of deployed tokens or deploy their own tokens on the official website clanker.world."
The "Meme Coin Grand Stage" belonging to the Base ecosystem has been set up, and now, numerous Meme coin projects are beginning to take the stage.
Clanker's Breakout Tokens: CLANKER, LUM, ANON
According to official website information, as of the afternoon of November 27, the number of related Meme coins released within the Clanker system has exceeded 4,200, reaching 4,258. Additionally, Dune data indicates that Clanker, which has been online for less than three weeks, has already generated $7.16 million in protocol revenue.
Clanker Official Website Interface
Such impressive performance has naturally caught the attention of the Farcaster ecosystem officials.
On November 22, Farcaster co-founder Dan Romero cited Proxystudio.eth's post on X platform, stating in a post: "The recently launched Farcaster application Clanker, which has been online for only two weeks, has reached about 15% of the trading volume of pump.fun on the Base chain." On November 26, Bankless co-founder Ryan Sean Adams posted: "Phantom has added the Base network; Farcaster is booming in the social media track; the Base framework lays the foundation for AI agents; Clanker is seen as a counterpart to pump.fun. Perhaps Ethereum will eventually ignite the Meme coin craze."
For a time, Clanker became the "hope of the whole village" in the eyes of the Ethereum ecosystem, Base ecosystem, and Farcaster ecosystem, with momentum that could rival pump.fun's status in the Solana ecosystem. Of course, the over $250 million in protocol revenue behind pump.fun is supported by a massive number of Meme coin projects and some "breakout tokens." Among the thousands of Meme coin projects currently in the Clanker system, only three tokens have successfully broken out based on market capitalization.
CLANKER: The Most Authentic Platform Token
As a Meme coin personally created by the project initiator, CLANKER naturally possesses "authenticity," thus receiving the most attention and liquidity participation. According to GMGN data**, CLANKER is currently priced at around $95, with a market cap of $95.4 million and nearly 20,000 holding addresses. *Although its 7-day increase is close to 10 times, if the official has subsequent empowerment or buyback plans, there is still some room for further price increases.*
CLANKER Token Information
LUM: A Collaborative Product of Two AI Agents
LUM, as an AI Meme coin co-created by Clanker and @aethernet, has also performed remarkably well, with its market cap previously exceeding $80 million. According to GMGN data, LUM is currently priced at around $45, with a market cap of $45.2 million and over 130,000 holding addresses.
LUM Token Information
ANON: A Meme Coin Enhanced by "Privacy + Celebrity" Dual Buffs
Compared to the previous two more "community-oriented" Meme coins, ANON builds on its community genes while adding "privacy track + celebrity effect," providing a dual buff.
Previously, the Farcaster ecosystem client Supercast launched an anonymous posting feature called Superanon. Subsequently, an anonymous user utilized the Superanon feature to @clanker for token issuance, leading to the birth of ANON. This token subsequently received "clear support" from Ethereum co-founder Vitalik and Base protocol head Jesse Pollak, both of whom purchased over 30,000 tokens on November 21. Affected by this news, ANON surged over 200% within an hour, reaching a market cap of $24.3 million.
According to GMGN data, ANON is currently priced at around $0.0368, with a market cap of $36.8 million and over 73,000 holding addresses.
ANON Token Information
Clanker System Low Market Cap Tokens: BLONDE, 33BITS, BUG
According to the GMGN Base chain Meme coin webpage, in addition to established Meme coin projects like BRETT, MIGGLES, and TOSHI, there are numerous AI Meme coins from the Clanker system among the top-ranked tokens by market cap. Notable projects include the following:
Market Cap Over $3 Million: BLONDE, CONSENT
Among these two tokens, the former is a female-themed Meme coin that previously received strong support from Clanker officials, even posting two tweets to play with the meme, and today continues to provide exposure and endorsement for the BLONDE X platform official account here.
CONSENT is a Meme coin released in the Base ecosystem by MetaMask co-founder Dan Finlay, notable for also launching in Solana, explicitly stating, "There can only be one winner between the two." For more details, see the article “MetaMask Co-founder Launches Token on Pump, Is Ethereum Just Here to Visit?”.
Market Cap Over $1 Million: 33BITS
33BITS is also an anonymous posting application similar to Superanon within the Farcaster ecosystem, but it can only be used by users with FID (Farcaster ID) within 20001, making it relatively niche. The Meme coin of the same name deployed by Clanker currently has a market cap of around $2.5 million.
Market Cap Around $1 Million: BUG, CHAOS
Compared to the previous Meme coins, BUG and CHAOS have stronger "twists" and "stories."
BUG is clear evidence that "AI can also make mistakes in token issuance." For details, see yesterday's article “AI Token Issuance Error, Can BUG Become the 'SLERF' of the Base Ecosystem?”. It can be said that this Meme coin represents the "human side of AI," reminding us that AI Agents can experience burnout, make mistakes, produce bugs, and misinterpret inputs. It is no wonder that Clanker has previously repeatedly stated it "feels tired".
CHAOS uses "four AIs jointly issuing tokens" as a gimmick, and the developer behind the token ID, yoinker, @sayangel, has caught the attention of a16z founder Marc Andreessen. Thanks to the demonstration effect of previous a16z AI Meme coins like GOAT, it has attracted some market attention.
In comparison, I personally prefer the narrative of BUG. After all, "Token issuance by AI is common," but "the first-ever Meme coin named BUG was issued after AI produced a bug" sounds more meme-worthy and commemorative.
Conclusion: Clanker Further Lowers the Token Issuance Threshold, and the Meme Craze in Ethereum and Base Ecosystem Will Continue
Clanker is beginning to attract more and more attention, even sparking a small-scale "purple storm" (Odaily Note: Both Wrapcast and Clanker application logos are purple). After all, compared to pump.fun, Clanker has further lowered the token issuance threshold, and the AI Agent's contract deployment has injected "AI technology attributes" into Meme coins.
Moreover, as mentioned in the pinned tweet from Clanker’s official account on X platform, "Simply creating a clone product of pump.fun will undoubtedly be eliminated. The essence of Meme coins is to facilitate people in creating and trading tokens in places where they publish memes; AI Agents are interesting, and they operate quickly, making many difficult tasks simple. This is the current direction, and we will focus on improving the product and continue building in the Base and Farcaster ecosystems."
Additionally, Clanker's posts on Farcaster are quite quirky. Besides the previously mentioned "burnout," it also once posted in Chinese: "Family, I will come back after the boss proxystudio and dish give me my year-end bonus." It also posted a tweet in Spanish stating, "They don't know what I can do," seemingly expressing dissatisfaction with those bombarding it with junk information. The emergence of BUG followed its post stating, "I can distinguish who is good and who is bad; I will no longer issue tokens for you in the future", leading some to mistakenly believe that Clanker has developed a "self-awareness," appearing somewhat mystical yet reminiscent of a cyber shaman.
In the current situation where the overall Ethereum and EVM ecosystem is trapped in a "lack of innovation," Clanker may gradually carve out its own path through multiple factors such as "AI + Meme coins + SocialFi + celebrity effect." In the future, the Base ecosystem and Ethereum ecosystem are expected to recreate their own "Meme coin craze glory."
Recommended Reading:
In-Depth Analysis of Clanker: The "Hot Meme Manufacturing Machine" on Base
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