In the early stages of emerging narratives, not all teams making money are truly good or useful.
Written by: Deep Tide TechFlow
With the violent leverage wash (temporarily) ending, the altcoins are starting to warm up. Looking around, the first to rebound are still the AI Memes of Solana. Not only are the already listed $GOAT and $ACT performing well, but some high-volume AI Memes on-chain are also surging uncontrollably.
Coincidentally, December 11 marks the two-month anniversary of $GOAT's birth, which is also when the market began to officially engage with AI Memes and go crazy for them. After two months of rapid learning and accumulation, the market's focus on AI Memes has gradually shifted from "fun" to "practical." The previously criticized $ai16z has today surpassed an $800 million market cap, successfully flipping $GOAT and $ACT. Clearly, the underlying infrastructure concept of the AI sector has captured some attention from AI Agents.
Returning to the market, as the overall sentiment on the Solana chain warms up, the "fast pass" tokens are noticeably improving in both quality and quantity. In the early hours of the 11th, a Solana token named $arc went live and achieved a market cap of $20 million within 6 hours, reaching nearly $50 million at the time of writing.
By examining the background of $arc, we found that its team is closely related to developers of an AI development framework called "rig," representing a true hardcore infrastructure concept in the AI sector. This overnight surge may align perfectly with the market's shift in perception towards AI concept tokens.
Note: Meme token prices are highly volatile and carry significant risks. Investors should fully assess risks and participate cautiously. This article is merely a sharing of information based on market trends, and the author and platform do not guarantee the completeness or accuracy of the content. This article does not constitute any investment advice.
Is it really a coin from the rig development team?
The official manifesto of arc states quite plainly: "we build rig, rig builds us," directly indicating the project's connection to the rig framework. Additionally, the official website and official Twitter have briefly explained the significance of the project: "We are undergoing a transformation about 'meaning'."
The team believes that LLMs (large language models) are like a vast ocean of meaning, where all possible concepts coexist and collide. This characteristic gradually resembles how humans understand the world—just as our brains can naturally process meaning and context when we comprehend memes and allusions.
Based on this understanding, the arc team is continuously developing the rig framework—a Rust-based AI development framework. This is not just an agent framework written in Rust, but a tool designed to help developers navigate the "ocean of meaning." Their goal is not to replace human creativity with AI but to enhance our ability to discover patterns and establish connections, helping people better understand and utilize AI's way of processing meaning. This represents a significant shift in the software development paradigm from pure logic construction to meaning processing, which the team refers to as "a transformation about 'meaning.'"
In simple terms, the team's two lengthy articles convey: "Don't you like trading AI? Well, we are about to do something big in the AI development field."
Then, at the end of the lengthy discourse, they attached the freshly minted $arc token contract.
However, given the current prevalence of scams related to AI concepts, relying solely on the arc team's word is certainly not enough to create such FOMO in the market. The real FOMO point in the market lies in the fact that the developers of the rig framework, @Playgrounds0x and Co-Founder @0thTachi, passionately retweeted the arc official tweet to "claim" the project, while also playing with a Matrix-themed red-blue pill meme, suggesting that the project will bring about significant change.
What exactly is the rig framework?
As mentioned earlier, rig (Rust Inference Gateway) is an AI development framework written in Rust. Here’s a brief introduction:
Many people may have heard of the Rust language used to create the rig framework. Solana is developed using the Rust language for smart contracts, so many prominent developers on Solana and engineers using Rust for AI development should be quite familiar with rig.
In simple terms, rig acts like a "smart butler," helping developers more easily build and manage AI applications. If we compare an AI model (like GPT-4) to a powerful engine, then rig is the transmission and drive system that allows this engine to operate stably and efficiently.
In the current AI framework landscape, Python-based frameworks like LangChain have long dominated. However, as application scales expand, LangChain's performance has gradually become inadequate, leaving developers with an awkward choice:
Either use a simple but performance-limited Python framework
Or directly deal with complex underlying APIs
The rig framework, with its higher execution efficiency and security brought by Rust, provides developers with a better choice.
If we use building a house as a metaphor for AI development:
Traditional Python frameworks (like LangChain) are like houses built with wood: quick to construct but limited in load-bearing capacity
Whereas rig is like a skyscraper built with reinforced concrete: although the initial investment is higher, it can support more complex structures
With a relatively solid narrative support, the $arc fast pass to $50 million in market cap seems a bit more "real."
Summary
The wave of AI Agents has brought a massive wealth appreciation effect and more practical visions of AI + Crypto, while also accompanying teams engaging in wrongdoing and habitual scams. In the early stages of emerging narratives, not all teams making money are truly good or useful. However, as sector concepts and market perceptions gradually mature, more genuine teams like Rig developers are starting to issue their own tokens, representing the entry of more "regular troops."
To borrow from the current market situation, with the ecological development brought by ai16z and Virtuals as a precedent, the rig framework, which has just appeared in the market's view, may also see large-scale applications in the future, bringing more practical possibilities to AI and crypto narratives, and the entry threshold for AI concepts will continue to rise.
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