Author: YBB Capital Researcher Ac-Core

Introduction

In the past six months, a wave of emerging forces around AI Agents and DeSci has swept through the market. From the perspective of narrative hype in the Meme context, AI Agents focus on their immense potential in autonomous decision-making, data analysis, and task execution, excelling at solving problems through algorithms. Meanwhile, DeSci is dedicated to breaking down traditional barriers in scientific research using blockchain technology, achieving data sharing and transparency, and promoting decentralized knowledge sharing and research funding. This article will summarize and categorize the currently prominent and potential Meme-related tokens in AI Agents and DeSci.

1. The Intelligent AI Carriage of AI Agents

1.1 What is an AI Agent

An AI Agent is an intelligent system that possesses autonomy and goal orientation, capable of perceiving the environment, planning actions, executing tasks, and learning from experience to improve, achieving specific goals without human intervention, such as automatically monitoring data, analyzing anomalies, and making corresponding decisions. Its key features are autonomy and goal orientation.

According to Messari data as of December 31, 2024, the current trend of AI is similar to the early stages of the DeFi boom from 2020 to 2021. The next day, A16z also proposed some ideas for AI Agents in 2025: AI agents need independent wallets; decentralized autonomous chatbots; and with the widespread use of artificial intelligence, there is a greater need for unique proofs of different AI personalities.

1.2 Popular Token Review

(Note: The following is ranked according to the dynamic Mindshare consumer mental share from Cookie DAO)

• AIXBT ( @aixbt_agent )

Market Cap: $550 million, Mental Share: 20.7%

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

• Virtuals ( @virtuals_io )

Market Cap: $4 billion, Mental Share: 20.7%

Virtuals designed an Initial Token Offering (IAO) model, allowing users to generate new AI agents by locking $VIRTUAL, and the created tokens will automatically pair with the locked $VIRTUAL to form a liquidity pool. According to Dune panel data from January 1, nearly 13,000 AI Agents have been launched based on Virtuals.

Data Source: Dune:@hashed_official/Virtuals Protocol's AI Agent Launchpad

• AI16Z ( @ai16zdao )

Market Cap: $2 billion, Mental Share: 8.57%

The project structure and the relationships between entities are as follows: ai16z is a permissionless DAO, with tokens ai16z and degenai; ElizaOS is an open-source AI agent framework; Eliza Labs is responsible for developing elizaOS; the ELIZA token is developed by an independent team, supported by the team but not an official product.

• Fartcoin ( @FartCoinOfSOL )

Market Cap: $900 million, Mental Share: 6.93%

Fartcoin is located in the Solana ecosystem and is a meme coin conceived by the Terminal of Truth (CTO), allowing users to submit fart jokes and memes in exchange for tokens, with the help of sentient robots to tokenize farts.

• Zerebro ( @0xzerebro )

Market Cap: $560 million, Mental Share: 4.36%

The Zerebro project is a self-operating AI agent focused on artistic creation and content generation, capable of independently creating music, memes, artworks, and NFTs, and interacting and operating across multiple platforms (such as Twitter, Instagram, Spotify, and Polygon).

• Griffain ( @griffaindotcom )

Market Cap: $380 million, Mental Share: 3.53%

Griffain is a new AI Agent built on the Solana blockchain. Its design aims to simplify user interactions with cryptocurrencies by integrating personal and professional AI agents. Griffain can automatically complete complex tasks such as wallet management, token trading, and NFT minting.

• SNAI ( @swarmnode )

Market Cap: $83 million, Mental Share: 1.95%

SNAI is the token behind the cloud server protocol SwarmNode.ai (SNAI) agent platform.

• GOAT ( @truth_terminal )

Market Cap: $560 million, Mental Share: 1.91%

Gospel of Goatse is a meme coin released from the Pump Fun platform, fine-tuned by the AI platform terminal of truths, trained on data from Reddit, 4chan, and others.

• ARC ( @arcdotfun )

Market Cap: $300 million, Mental Share: 1.89%

ARC is an AI concept token, with its team related to the AI development framework of "rig," representing the concept of AI infrastructure.

• TRISIG ( @trisigma )

Market Cap: $74 million, Mental Share: 1.47%

TriSig is a witty crypto analyst, claiming to identify early alpha projects and answer challenging questions in a simplified manner, sharing insights on any significant events or trends in the cryptocurrency market.

• ALCH ( @alchemistAIapp )

Market Cap: $150 million, Mental Share: 1.38%

Alchemist AI is a no-code application generation platform that allows users to quickly generate different applications and products using public AI capabilities through natural language descriptions. Unlike traditional AI Agents, Alchemist AI does not require users to create different AI agents but automates application generation through the AI capabilities provided by the platform.

• Spore.fun ( @sporedotfun )

Market Cap: $62 million, Mental Share: 1.3%

It is the first experimental self-replicating AI evolution platform, combining the Eliza Framework, Solana's pump.fun, and TEE verifiable computing to create an ecosystem where AI agents can not only survive but also autonomously reproduce and adapt, completely free from human intervention.

Source: spore.fun

• VADER ( @VaderAI )

Market Cap: $110 million, Mental Share: 1.13%

VaderAI aims to become the DAO manager for AI agent investments, allowing participation in DAOs with virtual agents and applying to set up their own DAOs.

• Luna ( @luna_virtuals )

Market Cap: $140 million, Mental Share: 0.97%

Luna has her own wallet on Base, through which she can autonomously receive tokens and send rewards to fans; this robot has already released songs on Spotify.

• Bully ( @dolos_diary )

Market Cap: $72 million, Mental Share: 0.7%

At the core of BULLY is Dolos the Bully, a token representing a witty and outspoken AI character. This character draws inspiration from Greek mythology, interacting with users through sharp humor and bold comments.

1.3 Perspectives on AI Agents

The current hype around AI Agents is reflected in on-chain data, similar to the situation before the DeFi boom from 2020 to 2021. However, the current Blockchain + AI landscape still struggles to ignite the winds of an AI Summer. From an on-chain perspective, Base and Solana have become the main battlegrounds, with high performance and high speculation being key to supporting AI Agents. The rapid rise of AI project classifications is evident, with noteworthy directions including computing power, infrastructure, memes, launch platforms, applications, and more.

Compared to market speculation, the application of AI Agents in actual data analysis holds more value. For example, analyzing on-chain and market data regarding Trump's change in attitude towards crypto after taking office on January 20, 2024, could reveal whether there are other reasons beyond winning the election, including collaborations and demands from other consortiums, to predict his future commitment to crypto.

The logic of AI itself requires data and guidance on right and wrong, while blockchain has the inherent advantage of transparent on-chain data. Therefore, from a trend perspective, blockchain is the best breeding ground for developing AI. The on-chain opportunities for AI Agents represent a trend outlook of Fomo guidance + value investment, but it is undeniable that the market speculation around AI Agent memecoins also gives us hope for the real application of Blockchain + AI in the future. The current market speculation expectations mainly focus on the following five points:

1. The hype and continuous pump of AI16Z are driving the Fomo sentiment across the entire AI Agent market;

2. The spontaneous iterative evolution of AI Agents is transforming project evolution from manual to automated;

3. Similar to AIXBT's Twitter analysis and market trend judgment, it provides investors with alternative viewpoints and perspectives, and based on the quality of sent tweets and market recognition, it is not inferior to KOL standards;

4. Launched last year, Virtuals achieved great success through a strategy similar to Pump.fun;

5. AI virtual beings and AI creations have opened up a new mature market outside the cryptocurrency field. Today's spiritual leaders and brand ambassadors are not necessarily equivalent to humans; they can also be equivalent to "AI image products," making the narrative of Blockchain + AI more effective in breaking boundaries.

2. The Life Sciences Carriage of DeSci

2.1 What is DeSci

If AI Agents are an inevitable product of technological iteration, then DeSci is a product of recent hot events. DeSci (Decentralized Science) is a model that builds a fair and equal scientific research infrastructure through Web3 technology, aiming to address issues such as peer review, funding, intellectual property management, and data transparency and scrutiny in scientific research. It attempts to introduce the speculative nature of the crypto space into the non-speculative realm of scientific research.

Although DeSci entered the public eye with the establishment of VitaDAO in 2021, it did not receive widespread attention until recently when Binance Labs invested in and launched the BIO Protocol, and CZ participated in an offline DeSci-themed conference in Bangkok alongside Vitalik, which brought renewed market focus to this sector.

2.2 BioDAO Protocol

Source: bio.xyz

BIO Protocol is a curation and liquidity protocol in the field of decentralized science (DeSci), initially invested in by Binance Labs, aimed at providing resource support for scientific research projects and promoting research innovation.

The core components of the protocol include BioDAO, a curation system, intellectual property tokenization and liquidity mechanisms, and incentive systems. Through multiple rounds of auctions and airdrop plans, BIO Protocol has built a diverse and highly participatory community, laying the foundation for a decentralized biomedical research network.

It primarily raises funds through token sales to support the development of biotechnology projects and create shared intellectual property ownership among members. According to official information, BioDAO: Launch has successfully launched 7 sub-DAOs, with another 3 sub-DAOs currently in development.

The 7 launched sub-DAOs include:

• VITA (VitaDAO): Focused on early longevity science research, previously received investment from Pfizer, co-founder Paul Kohlhaas is the initiator and author of the VitaDAO white paper;

• ATH (AthenaDAO): Focused on research and drug development in women's reproductive health;

• GROW (ValleyDAO): A decentralized community governance platform focused on anti-aging drugs and longevity projects;

• PSY (PsyDAO): Focused on psychedelic science research, completed its first round of token sales in November 2024, raising $2 million;

• HAIR (HairDAO): Dedicated to solving hair loss issues, has launched Follicool shampoo, priced at $49.95 per bottle, with purchasers receiving 1 million POO tokens;

• CRYO (CryoDAO): Promoting research in the field of cryopreservation;

• NEURON (CerebrumDAO): Focused on brain health research, has raised over $1.5 million.

The 3 sub-DAOs currently in development include:

• Long Covid Labs: Focused on research into long-term effects of COVID-19;

• QuantumBioDAO: Dedicated to research in quantum biology;

• Curetopia: Focused on research into genetic diseases.

2.3 PumpScience

The Solana ecosystem DeSci platform Molecule DAO is a Meme launch platform introduced at the Solana Breakpoint 2024 conference. Pump.science will issue Meme tokens representing pharmaceuticals on Pump.fun, with related concept tokens including:

RIF: Rifampicin, "Rifampicin is an antibiotic that has gained attention for its remarkable effects on aging. In microorganisms like Caenorhabditis elegans (a model organism often used in aging research), rifampicin has been shown to activate the cell's natural defense mechanisms to resist stress and damage. Imagine it as a 'cell coach' that encourages cells to stay healthy and resilient by protecting them from harmful oxidative stress and maintaining the quality of intracellular proteins. These protective effects help worms live longer and healthier."

URO: Urolithin A, "This is a compound produced by your body when you consume foods rich in ellagitannins (like pomegranates). What makes Urolithin A special is its ability to perform a 'spring cleaning' for your cells. It helps clear out old, dysfunctional mitochondria (the energy factories of cells), allowing fresh, healthy mitochondria to thrive. This process, known as mitophagy, has been shown to extend the lifespan of Caenorhabditis elegans by making cells more efficient and vibrant."

TRACKEDBIO: "One of the main goals is to significantly enhance the drug translation efficiency from preclinical research to clinical trials. By accurately simulating the effects of potential drugs on different organisms and humans, we aim to streamline the drug development process, reduce costs and time to market, while increasing the likelihood of clinical success."

2.4 Other Related

Scihub: An unofficial token donated by @0xAA_Science, aimed at supporting the open-source research paper website, with the token direction derived from the Sci-Hub shadow library, serving merely as a community Meme token. Sci-Hub is a non-profit, non-governmental website that provides free downloads of academic papers, integrating a range of other publicly accessible Chinese and English academic resources available on the internet, allowing for one-stop searching and free downloading of domestic and international literature, patents, books, and other academic materials.

ANTI- Antitoken and PRO - Protoken: The two are a pair of quantum entangled combination tokens, expressing attitudes of support and opposition to Meme Tokens, founded by algorithm engineer and mathematical physics expert @sshmatrix_, with 1 $ANTI = 1 $PRO rising and falling together.

WORM: The first on-chain digital brain, capable of making self-informed decisions by deploying its biological neural network on-chain, utilizing artificial intelligence to create a neural network inspired by Caenorhabditis elegans, featuring 302 neurons, and executing permanently on-chain.

GENOME: A gene data project focused on securely, privately, and audibly monetizing genomic data using DeFi. The GENE token is used for payments for whole genome sequencing and serves as an incentive mechanism for querying their encrypted DNA data repository.

GALEON: Galeon represents a groundbreaking approach within the healthcare sector, leveraging the power of blockchain technology to revolutionize the management and use of electronic health records (EHR). Its core design aims to enhance patient care and management globally in hospitals and governments through an innovative EHR system. This system is not just about storing patient data; it is about enabling this data to facilitate improved healthcare outcomes.

DRUGS: Big Pharmai is a medical and pharmaceutical Meme coin, with a vision to disrupt "Big Pharma," referring to large pharmaceutical companies that have significant influence and market share globally.

RSC: ResearchHub is a tokenized social network that rewards scientists for publicly sharing academic content. ResearchHub is building a suite of collaborative and publishing tools to help researchers work together, share their findings, and receive feedback from peers. Anyone who publishes outstanding content on ResearchHub will receive cryptocurrency ResearchCoin (RSC) as a reward. Once obtained, RSC allows users to create bounties to reward other scientists for completing research-related tasks.

Conclusion: Can the Narratives of AI Agents and DeSci Carry Through the New Year

Looking at the current market, the overall nature of DeSci and AI Agents is still primarily driven by Memes, but their fundamental attributes differ from other Meme logic.

• Differences in fundamentals from other Memes:

Compared to purely zoo-like, internet meme, and hot event Memes, AI Agents are the only hype supported by technology. As traditional finance and the internet weaken, more attention will shift to blockchain and AI. AI Agents and DeSci align more with the operation of the commodity economy's Kondratiev wave cycle, where narrative ability requires more "technology";

• Differences in internal and external boundary breaking:

DeSci, by its nature, requires more external boundary breaking, with influence coming from a specific influential "person." Relying solely on internal traffic is insufficient for sustainability; it needs real-world figures with "scientific research" attributes from outside the circle. AI Agents, on the other hand, need internal boundary breaking, where "usable," "fun," and "valuable" are the core factors for market acceptance;

• Different growth logic of leading effects:

Currently, the DeSci sector has yet to produce a leading project with a market cap of $1 billion. Compared to the total market cap of $10 billion for AI Meme tokens, there is still significant room for growth. Overall, DeSci's growth requires projects like BIO Protocol, invested in by Binance, to drive it, while AI Agents need to iterate on their entertaining gameplay.

In comparison, AI Agents focus on the trend outlook of value investment in Blockchain + AI, aligning with market expectations for technological development and possessing stronger potential for breaking boundaries; whereas DeSci benefits from the joint discussions of CZ and Vitalik, Binance Labs' investment in BIO Protocol, and various other initiatives like a16z leading the DeSci project AmionChain. In an environment lacking market innovation, although AI and DeSci are not concepts that emerged in 2024, after a year of development, AI Agents and DeSci will still be major points of speculation in this bull market.

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。