Market Cap: $110M, Mind Share: 1.13%
VaderAI aims to be an AI agent investment DAO manager, can participate in DAOs with virtual agents and apply to set up their own DAOs.
Market Cap: $140M, Mind Share 0.97%
Luna has her own wallet on Base, through which she can autonomously receive tokens and send rewards to fans; the robot has already released songs on Spotify.
Market value: 72 million, mind share: 0.7%
The core of BULLY is Dolos the Bully, a token representing a witty and outspoken AI character. This character draws inspiration from Greek mythology and interacts with users with sharp humor and bold comments.
1.3 Views on AI Agent
The current craze about AI Agents, and the relevant data on the chain also reflect the situation before the DeFi take-off in 2020~2021, but the current Blockchain+AI is still difficult to blow up the waves of AI Summer. From the perspective of the chain, Base and Solana have become the main battlefields, and high performance and high hype have become the key to carrying AI Agent. At present, the classification of AI projects has risen rapidly, and the directions worth paying attention to include computing power, infrastructure, Meme, launch platform, and application.
Compared with market hype, the application of AI Agent in actual data analysis is more valuable. Taking Trump's coming to power in early 2024 (January 20) as an example, by analyzing the data on the chain and in the market, we can analyze whether there are other reasons for Trump's change in attitude towards encryption besides winning the election, including cooperation and requirements with other consortiums behind the scenes, in order to predict his future execution of encryption commitments.
The logic of AI itself requires data and guidance on right and wrong, and blockchain has the natural advantage of transparent data chain, so from the trend point of view, blockchain is the best breeding ground for the development of AI. The on-chain opportunity of AI Agent is a trend outlook of Fomo guidance + value investment, but it is undeniable that the Memecoin market hype of AI Agent also gives us hope for the real application of Blockchain+AI in the future. The expected market hype at this stage mainly lies in the following five points:
AI16Z's hype and continuous pull-up, Fomo sentiment affects the entire AI Agent market;
AI Agent's spontaneous iterative evolution transforms the project's evolution from manual to automated;
Twitter similar to AIXBT analyzes and judges market trends, allowing investors to obtain alternative views and perspectives. Judging from the quality of tweets sent and market recognition, it is not lower than the KOL level;
Virtuals, which went online last year, achieved great success through a similar playing path to Pump.fun;
AI virtual people and AI works have opened up a new mature market in the non-cryptocurrency field. Today's spiritual leaders and image ambassadors are not completely equivalent to people, but can also be equivalent to "AI image products". The narrative of blockchain + AI will have a greater impact on breaking the circle.
2. DeSci's life science carriage
2.1 What is DeSci
If AI Agent is the inevitable product of technological iteration, then DeSci is the result of recent hot events. DeSci (decentralized science) is a model for building fair and equal scientific research infrastructure through Web3 technology, aiming to solve problems such as review, funding, intellectual property management, data transparency and review mechanisms in scientific research. It attempts to introduce the speculation of the currency circle into the non-speculative field of scientific research.
Although DeSci entered the public eye as early as 2021 with the establishment of VitaDAO, it has not received widespread attention until Binance Labs recently invested in and launched BIO Protocol, and CZ and Vitalik jointly participated in an offline meeting on the DeSci theme in Bangkok, which made this track regain market attention.
2.2 BioDAO Protocol
Source: bio.xyz
The core components of the protocol include BioDAO, curation system, intellectual property tokenization and liquidity mechanism, and incentive system. Through multiple rounds of auctions and airdrop programs, BIO Protocol has built a diverse and highly engaged community, laying the foundation for a decentralized biomedical research network.
Funds are mainly raised 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, and another 3 sub-DAOs are under development.
The 7 sub-DAOs that have been launched include:
VITA (VitaDAO): focuses on early longevity science research, has received investment from Pfizer, and co-founder Paul Kohlhaas is the initiator and white paper author of VitaDAO;
ATH (AthenaDAO): focuses on research and drug development of female reproductive health;
GROW (ValleyDAO): a decentralized community governance platform focusing on anti-aging drugs and longevity projects;
PSY (PsyDAO): focuses on psychedelic science research, and has completed its first round of token sales in November 2024, raising US$2 million;
HAIR (HairDAO): dedicated to solving the problem of hair loss, it has launched Follicool shampoo, priced at US$49.95 per bottle, and buyers can get 1 million POO tokens;
CRYO (CryoDAO): promotes research in the field of cryopreservation;
NEURON (CerebrumDAO): dedicated to brain health research, it has raised more than US$1.5 million.
The three sub-DAOs under development include:
Long Covid Labs: focusing on the research of long-term sequelae of COVID-19;
QuantumBioDAO: dedicated to quantum biology research;
Curetopia: focusing on the research of genetic diseases.
2.3 PumpScience
Solana Ecosystem DeSci Platform Molecule DAO is a Meme launch platform launched at the Solana Breakpoint 2024 conference. Pump.science will issue Meme tokens representing medicines on Pump.fun. Its related concept tokens are:
RIF: Rifampicin (Rifampicin), "Rifampicin is an antibiotic that has attracted attention for its amazing effects on aging. In microorganisms such as 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."
ANTI- Antitoken and PRO-Protoken: The two are a pair of quantum entangled combination tokens, expressing support and opposition to Meme Token respectively. They were created by algorithm engineer and mathematical physics expert @sshmatrix_, 1 $ANTI= 1$PRO rise and fall together.
WORM: The first on-chain digital brain, enabling self-informed decisions by deploying its biological neural network on-chain, using AI to create a neural network inspired by C. elegans, with 302 neurons, and executing permanently on-chain.
GENOME: The genomic datafication project, focused on the secure, private, and auditable monetization of genomic data using DeFi. GENE tokens are used for payments for whole genome sequencing, as well as as an incentive mechanism for querying using their encrypted DNA data vault.
GALEON: Galeon represents a pioneering approach within healthcare, leveraging the power of blockchain technology to revolutionize the way Electronic Health Records (EHR) are managed and used. Its core design aims to improve patient care and management in hospitals and governments worldwide through an innovative EHR system. This system is not just about storing patient data; it's about making that data contribute to improved health care outcomes.
DRUGS: Big Pharmai is a medical and pharmaceutical meme coin with the vision of disrupting "Big Pharma", i.e. large pharmaceutical companies with significant influence and market share worldwide.
RSC: ResearchHub is a tokenized social network that rewards scientists for publicly sharing academic content. ResearchHub is building a suite of collaboration and publishing tools to help researchers work together, share their findings and get feedback from their peers. Anyone who publishes great content on ResearchHub will be rewarded with the cryptocurrency ResearchCoin (RSC). Once earned, RSC allows users to create bounties to reward other scientists for completing research-related tasks.
Conclusion: Can the narrative of AI Agent and DeSci last through the new year?
Looking at the current market, the integrity of DeSci and AI Agent is still driven by Meme, but its fundamental attributes are different from other Meme logics.
Compared to pure zoos, Internet hot topics, and hot event memes, AI Agent is the only hype supported by technology. With the weakening of traditional finance and the Internet, people will shift more attention to blockchain and AI. AI Agent and DeSci are more in line with the operation of the Kondratieff cycle of the commodity economy, and narrative ability requires more "technology";
DeSci needs to break the circle from the outside in terms of attributes. The influence comes from a specific influential "person". It is difficult to maintain it continuously by relying solely on traffic within the circle. It needs real people with "scientific research" attributes outside the circle; AI Agent It needs to break through the circle internally, and "usable", "fun" and "valuable" are the core of the market;
Currently, the DeSci track has not yet produced a leading project with a market value of 1 billion. Compared with the total market value of 10 billion US dollars of AI Meme tokens, there is still a lot of room for growth. Overall, the growth of DeSci needs to be driven by projects such as BIO Protocol invested by Binance, and AI Agent needs to iterate its own interesting gameplay.
Compared with the two, AI Agent focuses on the trend outlook of blockchain + AI value investment, which is in line with the market's expectations for technological development and has a stronger potential to go viral; while DeSci has benefited from the joint discussions of CZ and Vitalik, Binance Labs' investment in BIO Protocol, and the DeSci project AmionChain led by a16z. In the context of insufficient market innovation, although AI and DeSci are not concepts that have only appeared in 24 years, after a year of development, AI Agent and DeSci will still be the main hype points in this round of bull market.