Original | Odaily Planet Daily (@OdailyChina)
Author | Azuma (@azuma_eth)
The DeSci project Big Pharmai (DRUGS) continued to write the wealth creation myth of daos.fun over the weekend.
According to market data from GMGN, as of the time of writing, DRUGS is reported at $0.0401198, corresponding to a market cap of approximately $44 million. Based on the fundraising cap of 420 SOL (about $92,000) during the fundraising phase (an additional 42 SOL was raised to build initial liquidity), DRUGS has increased nearly 500 times since its "internal launch," becoming the second most outstanding token in the daos.fun series after ai16z.
Overview of the Big Pharmai Concept
The meme narrative of Big Pharmai revolves around healthcare and pharmaceuticals, with a vision to disrupt "Big Pharma," referring to large pharmaceutical companies that have significant influence and market share globally. The X account of Big Pharmai's initiator is named Anthony Fauccai (@anthonyfauccai), clearly mimicking the well-known epidemiologist Anthony Fauci, who gained fame during the pandemic.
The project has garnered significant attention largely due to the support from leading DeSci project Pump Science (RIF, URO), although Pump Science has emphasized that DRUGS is not a token of the Pump Science platform.
On December 14, Big Pharmai published its first tweet about the token launch on its official X account, revealing plans to raise funds on daos.fun, aiming to raise 420 SOL (the platform rules also require raising 10% to initiate initial liquidity).
Big Pharmai's fundraising introduced a whitelist rule, with the team selectively granting fundraising participation qualifications based on community interaction content. In the comments of the related tweet, you can see numerous users trying their best to attract the attention of the Big Pharmai team in hopes of securing some fundraising participation quota.
Ultimately, a total of 7,082 people participated in Big Pharmai's fundraising. The subsequent increase in DRUGS confirmed that these users' efforts were not in vain—once they entered the fundraising phase, it meant hundreds of times in returns.
daos.fun: A Meme Platform Disguised as a Launchpad
At the end of October, after the explosive success of ai16z, we wrote an analysis article titled “Analyzing daos.fun: Can the Success of ai16z Recreate the Myth of pump.fun?”
In that article, we mentioned that daos.fun positions itself as a meme "fund" launch platform based on Solana, where "funds" launched through this platform will operate in the form of a DAO and issue corresponding DAO tokens (for example, ai16z is the DAO token of that "fund").
However, based on the actual developments over the past two months, the community has not viewed the platform according to daos.fun's self-positioning; instead, it continues to be seen as a meme platform, even completely regarded as another pump.fun.
In short, the fundraising phase of daos.fun can be seen as the internal phase of pump.fun; the additional 10% amount raised by daos.fun serves a purpose similar to the necessary liquidity accumulation during the initial issuance and internal growth phases of pump.fun; the public trading phase after the fundraising ends on daos.fun is equivalent to the free trading phase after pump.fun exits the internal phase.
From the perspective of user participation opportunities, since only vetted initiators can launch "funds" on daos.fun, and the fundraising amounts for popular projects are relatively large, daos.fun has a smaller sample size compared to pump.fun, generally providing users with a longer time window (the fundraising for Big Pharmai also lasted nearly 10 hours); however, popular projects on daos.fun often impose whitelist restrictions on fundraising, which means users must compete in other dimensions, such as community interaction, to secure limited fundraising quotas.
The Ceiling Has Been Lifted, New Investment Enthusiasm Expected to Rise
The difference in market positioning has actually opened up the imaginative space for daos.fun series tokens—businesses always have limits, but memes do not; the price of coins can rise as high as market enthusiasm allows.
If the previous explosive success of ai16z could be viewed as an isolated case, the performance of DRUGS has once again solidified the new positioning of daos.fun.
Recently, the market cap of ai16z has strongly surpassed $1 billion, raising the ceiling for all daos.fun series tokens; the emergence of DRUGS has proven the continuity of the wealth creation effect of daos.fun.
Against this backdrop, we have reason to expect that in the coming period, daos.fun will attract more retail attention and participation, which may drive the platform to present some new opportunities.
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