Author: YBB Capital Researcher Ac-Core

Introduction

In the past six months, there has been a surge in emerging forces in the market regarding AI Agents and DeSci. From the perspective of narrative hype around memes, AI Agents focus on their tremendous potential in autonomous decision-making, data analysis, and task execution, excelling at solving problems through algorithms. In contrast, DeSci aims to leverage blockchain technology to break traditional barriers in scientific research, 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 is autonomous and goal-oriented, capable of perceiving the environment, planning actions, executing tasks, and learning from experiences 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's data as of December 31, 2024, the current trend of AI resembles the early stages of the DeFi boom in 2020-2021. The next day, A16z also proposed some ideas for AI Agents in 2025: AI agents need independent wallets; decentralized autonomous chatbots; with the widespread use of artificial intelligence, there is a greater need for unique proofs of different AI personalities.

1.2 Popular Token Overview

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

• AIXBT ( @aixbt_agent )

Market Cap: $550 million, Mindshare: 20.7%

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

• Virtuals ( @virtuals_io)

Market Cap: $4 billion, Mindshare: 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 on 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, Mindshare: 8.57%

The project structure and the relationships between entities are: ai16z is a permissionless DAO, owning 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, Mindshare: 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, tokenizing farts with the help of sentient robots.

• Zerebro ( @0xzerebro)

Market Cap: $560 million, Mindshare: 4.36%

The Zerebro project is an autonomously 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, Mindshare: 3.53%

Griffain is a new AI Agent built on the Solana blockchain. Its design aims to simplify user interaction 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, Mindshare: 1.95%

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

• GOAT ( @truth_terminal)

Market Cap: $560 million, Mindshare: 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, Mindshare: 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, Mindshare: 1.47%

TriSig is a witty crypto analyst who claims 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, Mindshare: 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, Mindshare: 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.

Image source: spore.fun

• VADER ( @VaderAI)

Market Cap: $110 million, Mindshare: 1.13%

VaderAI aims to become an AI agent investment DAO manager, participating in DAOs with virtual agents and applying to set up its own DAO.

• Luna ( @luna_virtuals)

Market Cap: $140 million, Mindshare: 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, Mindshare: 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 Views on AI Agents

The current hype around AI Agents is reflected in on-chain data similar to the pre-boom situation of DeFi in 2020-2021, but the current Blockchain + AI 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 projects is visibly categorized, with noteworthy directions including computing power, infrastructure, memes, launch platforms, applications, etc.

Compared to market speculation, the application of AI Agents in actual data analysis is more valuable. For example, with Trump's inauguration at the beginning of 2024 (January 20), by analyzing on-chain and market data, one can analyze whether there are other reasons for Trump's shift in attitude towards crypto, aside from winning the election, including collaborations and demands with 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 cannot be denied that the memecoin market speculation around AI Agents 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 rally of AI16Z, with FOMO sentiment driving the entire AI Agent market;

2. The spontaneous iterative evolution of AI Agents, transitioning project evolution from manual to automated;

3. Twitter analysis and market trend judgment similar to AIXBT, providing investors with alternative viewpoints and perspectives, which, based on the quality of sent tweets and market recognition, is not inferior to KOL standards;

4. The success of Virtuals launched last year, achieving great success through a strategy similar to Pump.fun;

5. AI virtual humans and AI works have opened up new mature markets outside the cryptocurrency field. Today's spiritual leaders and brand ambassadors are not necessarily equivalent to humans but 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 solve issues in scientific research such as peer review, funding, intellectual property management, and data transparency and scrutiny mechanisms. It attempts to introduce the speculative nature of the crypto world 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 conference on DeSci in Bangkok with Vitalik, bringing renewed market focus to this sector.

2.2 BioDAO Protocol

Image source: bio.xyz

BIO Protocol is a curation and liquidity protocol in the field of decentralized science (DeSci), initially invested 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 3 more sub-DAOs in development.

The launched 7 sub-DAOs include:

• VITA (VitaDAO): Focused on early longevity science research, previously received investment from Pfizer, with co-founder Paul Kohlhaas being 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, having completed its first round of token sales in November 2024, raising $2 million;

• HAIR (HairDAO): Dedicated to solving hair loss issues, having 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, having 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 quantum biology research;

• 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,' protecting cells from harmful oxidative stress and maintaining the quality of intracellular proteins, encouraging cells to stay healthy and resilient. 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 vigorous."

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 token direction originating from the Sci-Hub shadow library, merely a community meme token. Sci-Hub is a non-profit, non-governmental academic 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 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, with 302 neurons, permanently executing 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 vault.

GALEON: Galeon represents a groundbreaking approach within the healthcare field, 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 through an innovative EHR system. This system is not just about storing patient data; it is about making this data 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.

• Fundamentals vs. Other Memes:

Compared to purely zoo-like, internet hot memes, and trending events, 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 capabilities require "technology";

• Internal vs. External Breaking of Circles:

DeSci, by its nature, requires more external breaking of circles, 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, require internal breaking of circles, where "usability," "fun," and "value" are the core that the market pays for;

• 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 AI meme tokens at $10 billion, there is still significant room for growth. Overall, DeSci's growth needs projects like Binance's investment in BIO Protocol to drive it, while AI Agents need to iterate their fun gameplay.

In comparison, AI Agents focus on the trend outlook of value investment in Blockchain + AI, aligning with market expectations for technological development and having stronger potential for breaking out. DeSci benefits from the joint discussions of CZ and Vitalik, Binance Labs' investment in BIO Protocol, and various other promotions such as the DeSci project AmionChain led by a16z. 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.