Starting from ai16z, let's count the projects in the on-chain AI craze that deliberately play with "homophonic puns."

Deep Tide TechFlow
2025-01-10 23:01:30
Collection
Started in imitation, strengthened by subversion.

Author: Deep Tide TechFlow

Recently, during the days of the market downturn, you must have been bombarded by this little chubby girl --- a "chubby version" girl resembling ai16z, with the corresponding token being LLM (Large Language Models), which literally translates to "large language models."

In this pun, "Large" (the common clothing size for larger sizes) has ironically become a funny meme point. It is indeed a larger ai16z, which also plays on the current generative AI's large language models, thus this meme coin quickly reached a market cap of one hundred million dollars.

Some group members bluntly stated, this is not ai16z at all, it's simply ai160kg. It has garnered an unexpected entertainment effect.

In the current crypto ecosystem, you have to admit that sometimes it's more clever to find angles than to seriously work on projects.

In this chubby girl meme incident, the editor thought of a popular phenomenon in the current crypto market:

ai** projects have begun to enthusiastically create "knockoff names" to play with puns, deconstructing and deriving from the original, thus carving out their own characteristics**. For example, LLM is clearly derived from ai16z, while ai16z itself is also a mimicry and derivation of the well-known crypto VC a16z…

We have reviewed some of the currently well-known pun projects, and perhaps there are quite a few wealth codes hidden in the laughter.

Solana Ecosystem

ai16z +Marc " AI "ndreessen: The Beginning of All Puns

No need for much introduction, one of the leaders in this round of AI agent craze started with a fully entertaining idea --- to replicate well-known crypto VCs and founders on-chain, forming an AI version.

In addition to the name ai16z, which reflects AI and benchmarks against a16z crypto venture capital, the project is also accompanied by a personal account called @pmairca, which is clearly a pun on a16z founder Marc Andreessen's @pmarca account.

The meaning in the Twitter bio is also very straightforward --- I want to imitate, and I want to surpass.

DegenAI: When AI Begins to Become the On-Chain Mirror of KOLs

If ai16z is mimicking investment institutions, then DegenAI (@degenspartanai) is targeting well-known KOLs in the crypto circle.

DegenAI (@degenspartanai) chooses to imitate the well-known trader in the crypto circle, DegenSpartan (@DegenSpartan). This trader, known by the name "찌 G 跻 じ," is quite influential in the circle, a former private equity crypto fund manager, and also a KOL who is highly regarded on social media. Those who often surf CT will definitely be familiar with him.

Interestingly, this AI project also comes from the ai16z ecosystem.

This imitation account not only inherits DegenSpartan's trading style but also aims to replicate his sharp and incisive speaking style on social media.

Moreover, from the perspective of automated trading agents, choosing to imitate a well-known trader like DegenSpartan somewhat embodies the idea of "letting AI learn from top traders."

X Combinator: A Letter Change to Pay Tribute to Y Combinator

CA:

2PHi2f7xPq6bnh2J6xRN2Qc5TJ37epHihvBk49DgpAaU

X Combinator is an AI project incubation platform in the Solana ecosystem that imitates Y Combinator (YC). This project positions itself as "the best AI incubator and launchpad on Solana," clearly borrowing from YC's successful model in the Web2 startup circle.

Unlike traditional incubators, X Combinator focuses on incubating AI agent projects, especially autonomous trading agents. They have established a launchpad program called "Project X," which filters and nurtures excellent AI trading agent projects through this platform.

This positioning aligns very well with the current development trend of AI tracks in the Solana ecosystem, as more and more projects begin to apply AI technology in automated trading, investment DAOs, and data analysis.

From an operational perspective, X Combinator has established a strategic fund specifically to invest in top autonomous trading agents that stand out from its launchpad projects. This model is similar to YC's investment support for outstanding startup projects.

AIrthur Hayes: An AI Agent Mimicking a Crypto Legend

CA:

6hUC9DN73kdinkth3JdELGYnEbLEnEE4NvbzzoG3yPKK

The naming of the AIrthur Hayes project is clearly a mimicry of Arthur Hayes, the co-founder of BitMEX and one of the most influential figures in the cryptocurrency field.

Arthur Hayes himself has also been active in the intersection of AI and crypto, such as joining the advisory board of the decentralized AI platform Ritual; in a previous interview with Bankless, he stated that AI agents represent a "new vitality" for entering the cryptocurrency industry.

It is worth mentioning that this project also exists in the form of an AI-managed fund on Daos.fun, and it has invested in several AI agent project tokens, with a total asset management scale (AUM) reaching nearly 500,000 dollars.

AIWS: An AI Cloud Computing Platform Imitating AWS

CA:

0x3E9C747db47602210EA7513c9D00abf356b53880 (Note on ZKSync)

AIWS (@aiwscloud) positions itself as "the first AI-driven cloud computing platform," specifically designed for collaboration, computation, and trading of AI agents. The emergence of AIWS reflects a larger narrative: the AI agent ecosystem may be seeking specialized infrastructure support.

Although the token is deployed on ZK Sync, AIWS's services in the Solana ecosystem seem particularly targeted at AI trading agents that require substantial computational resources. This forms a complementary relationship with other AI agent projects in the ecosystem (such as C.A.T).

Therefore, it is also introduced within the Solana ecosystem. Interested players should pay attention to identifying the CA address and avoid confusion.

Bainance: Even Going All Out to Imitate an Entire Department

CA:

4tViJmZ7LKREaqxrh3tXeCB5TfK7o67W3WhykHrr49ZC

No need for much introduction on who they are imitating; the logo looks quite interesting.

Positioning itself as an "accelerator for the trenches," it mainly invests in strong communities (referred to as "cults"), "developers," and agents.

At the same time, it is quite honest, as its Twitter bio has already marked "Parody" (imitation account).

Interestingly, the project has also created a complete set of acts, associating accounts like CZ Bainance (@czbainance), @bainanceintern (Bainance intern account), and @bAIResearch (research department account);

This project clearly adopts a multi-account collaborative operation strategy, attempting to replicate Binance's organizational structure, including laboratories, research departments, and other branches.

Beradigim: Do You Remember the Fear-Inducing Paradigm?

CA:

GkyKzMTELYhbhuEepJdo28CrBPfeKxCfgvRjtg2HMW4M

In the last cycle, there was a bold statement: never buy projects invested by Paradigm. For example, Friend.tech, which is now hardly remembered.

And this VC has clearly not escaped the fate of being played with puns, as Beradigim has indeed arrived.

The project is also built on daos.fun, managing its own crypto fund. But the funny part is that the project interacts with the aforementioned knockoff Bainance, for instance, "We received investment from Bainance," mimicking the serious financing news commonly found in crypto news.

It is worth mentioning that there is also a similarly named Beradigim on Berachain, but these two are not the same project (see the right image below), yet the parody vibe is equally strong, claiming to have created a BAO (a pun on DAO), and BAO translates to "Bear Market Autism Organization"; at the same time, it claims to establish a Kodiak liquidity pool, which is a type of bear, paying tribute to Berachain itself.

Base Ecosystem

WAI Combinator: A Direct Pun Version of Y Combinator

CA:

0x6112b8714221bBd96AE0A0032A683E38B475d06C

WAI Combinator is actually a project built on the Virtuals protocol, but it leans more towards investment incubation.

From the name, WAI clearly pays tribute to the well-known tech startup incubator Y Combinator, and its business is similar, but the projects incubated are all on-chain in the Base ecosystem, especially those in the early Bonding Curve stage within Virtuals.

Its asset management scale has grown from 50,000 to over 700,000 dollars in less than two weeks, and the portfolio value has begun to rise significantly (currently 500,000 dollars). At the same time, the project is continuously deploying new investments through the "Velocity" program, and interested parties can keep an eye on the projects favored by it.

Sekoia: A Pun on Sequoia Capital

CA:

0x1185cB5122Edad199BdBC0cbd7a0457E448f23c7

This project is also on Virtuals, but the editor categorizes it under investment DAOs or on-chain funds.

SEKOIA aims to create the best-performing on-chain venture capital agents. The project’s X adopts a semi-automated and semi-manual AI posting method, and its posts claim to hope to surpass traditional companies and achieve better results.

From the name, it is clearly paying tribute to Sequoia, i.e., Sequoia Capital.

The project token has remained relatively stable in price during the recent downturn in the crypto market compared to the other investment DAOs mentioned above; the reason may stem from the fund's investment in another AI agent token named $VOLTX, which has performed excellently and is favored by the market.

According to information displayed on the official website, the on-chain Sequoia's investment level is quite good, achieving profits that are 15 times its total investment.

AicroStrategy: On-Chain Knockoff MicroStrategy, Mainly Buying cbBTC

CA:

0x20ef84969f6d81Ff74AE4591c331858b20AD82CD

AicroStrategy is an AI hedge fund that will utilize its cbBTC holdings to maximize Bitcoin exposure. The raised funds will be used to purchase cbBTC, which will be deployed into carefully selected DeFi protocols to maximize security and leverage.

It is important to note that this project launches on Daos.world, which is a decentralized hedge fund platform similar to daos.fun, managed by real people or AI agents, raising funds, generating returns, and distributing profits back to DAO token holders.

Thus, a fund project in daos.fun is AicroStrategy, which has its own holdings and fund management strategy.

The initial plan for the project was to deposit into Aave, borrow USDC, purchase more cbBTC, and then repeat this process. The AI algorithm will determine the optimal leverage for executing the plan.

The DAO's holdings indeed reflect that it only buys cbBTC, but it has purchased more of the brother DAO $FDREAM's tokens.

Berachain Ecosystem

Projects on Berachain have always had a bit of meme and entertainment flavor, and they naturally won't miss out on puns, adding more "Bera" flavor to them.

Baos.fun: The Bear Chain Version of daos.fun, Taking Humor to the End

The naming of Baos.fun is clearly a mimicry of Daos.fun, which is the most eye-catching AI investment DAO platform in the Solana ecosystem.

However, Baos.fun has not officially launched yet, but the parody aspect is clearly more adept, as the official website states it will launch in Q5 (the fifth quarter), while it is well-known that there are only four quarters in a year.

At the same time, the official website humorously associates with several other pun projects, such as Beradigm and bEliza.

Compared to some green elements of daos.fun and pump.fun, the project's Twitter has incorporated Berachain's thematic yellow, turning it into a little yellow pill.

Currently, there are no tokens, and clicking to join the whitelist may guarantee more entertaining elements in the future.

3BerasCapital: Three Arrows Bankrupt, Three Bears Stand Tall

CA:

0x3E64cD8Fd4d2FAe3D7f4710817885B0941838d0B (currently on Base)

Do you remember the bankrupt Three Arrows Capital from the last cycle? So they created a "Three Bears" capital. The project's logo and design replace the three arrows with three bear heads, fully embodying the silly and humorous vibe.

It is worth mentioning that since the Bear Chain has not yet launched, Three Bears Capital has chosen to start its fund management DAO on daos.world mentioned earlier.

Currently, the fund has only purchased its own 3BC token and has not bought other AI tokens.

Starting from Knockoffs, Stronger through Subversion

After seeing so many projects playing with knockoff names and puns, do you recall anything?

That's right, it resembles the common knockoff model of Huaqiangbei: openly telling you that it is based on the original but offering better value for money, possibly with features you don't have.

Leveraging the popularity of the original products to create marginal subversion and small innovations always has a certain market.

In the current wave of AI enthusiasm, CEXs and centralized institutions (VCs or well-known project parties) are like the genuine products that Huaqiangbei wants to imitate; although they are genuine, they often fall into criticism and rebellious thoughts.

If innovation always happens in Huaqiangbei, then subversion always occurs on-chain --- what others have, I have better, what others excel at, I improve… After experiencing a series of events such as low circulation VC coins and declining credibility of exchanges, market sentiment must have an outlet, and AI is just a perfectly matched technical theme.

Using AI to clone and optimize a physical entity to improve business, this story itself will attract hot money inflow.

However, playing with knockoff puns is not a new thing.

With China's accession to the WTO and more overseas consumer brands flowing in, a wave of knockoff products surged in the country as early as 2008, such as Sike Sile, Maijie, and Leibi, which are all amusing knockoffs that everyone has likely seen.

If you ask why this is done, the principles of the business world are actually interconnected, but in the crypto world, they have their own characteristics:

  • Riding on the recognition and popularity of the original brand makes it easier to cold start and attract attention.

  • In the crypto world, doing this inherently carries a rebellious and entertaining spirit, a form of meme expression + serious AI technology, which adds a unique flavor.

  • Behind these knockoff names is a certain marketing "cunning" and utilization of "subversive sentiment," ultimately leading to a dual harvest of marketing narrative effects and actual token performance.

There are always new assets on the blockchain; there is nothing new under the sun. When English homonyms become a trend, you may need to exit before aesthetic fatigue sets in.

ChainCatcher reminds readers to view blockchain rationally, enhance risk awareness, and be cautious of various virtual token issuances and speculations. All content on this site is solely market information or related party opinions, and does not constitute any form of investment advice. If you find sensitive information in the content, please click "Report", and we will handle it promptly.
banner
ChainCatcher Building the Web3 world with innovators