AI Agent + DeSci, A Look at Popular Memes Driven by Dual Forces

Original Title: "Overview of Popular Memes Driven by AI Agent and DeSci"

Original Author: Ac-Core, YBB Capital Research

Introduction

In the past six months, a wave of emerging forces around AI Agent and DeSci has swept through the market. From the perspective of meme narrative hype, AI Agent focuses on its tremendous potential in autonomous decision-making, data analysis, and task execution, excelling at solving problems through algorithms; while 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 of AI Agent and DeSci.

1. The Smart AI Carriage of AI Agent

1.1 What is AI Agent

AI Agent is an intelligent system characterized by 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 signs 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; 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 trends… 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 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 (@ai16z_dao)

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

The project structure and the relationships between various 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 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 (@0x_zerebro)

Market Cap: $560 million, Mental Share: 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, 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 handle 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 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, 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 the generation of applications 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.

Image source: spore.fun

· VADER (@VaderAI)

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

BULLY's core 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 Agent

The current craze around AI Agents is reflected in on-chain data, similar to the situation before the DeFi boom in 2020-2021, but the current Blockchain+AI landscape is still struggling 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, and applications.

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 explore whether there are other reasons behind Trump's shift in attitude towards crypto, aside from 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 on-chain data transparency, making blockchain the best breeding ground for developing AI from a trend perspective. 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's 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:

· The speculation and continuous rally of AI16Z, with FOMO sentiment driving the entire AI Agent market;

· The spontaneous iterative evolution of AI Agents, shifting project evolution from manual to automated;

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

· Last year's launch of Virtuals, which achieved great success through a similar strategy to Pump.fun;

· AI virtual humans and AI works have opened up new mature markets outside the cryptocurrency realm. 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 Agent is 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 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 a DeSci-themed offline conference with Vitalik in Bangkok, which brought renewed market focus to this sector.

2.2 BioDAO Protocol

Image source: bio.xyz

BIO Protocol is a curation and liquidity protocol in the decentralized science (DeSci) field, 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 currently in development.

The 7 launched 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, which 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, 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 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 against 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 energetic."

TRACKEDBIO: "One of the main goals is to significantly enhance the efficiency of drug translation 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 @0x AA_Science, aimed at supporting the open-source research paper website, with the token direction derived 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 foreign 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 moving together.

WORM: The first on-chain digital brain, capable of making self-informed decisions by deploying its biological neural network on-chain, using 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 repository.

GALEON: Galeon represents a groundbreaking approach within the healthcare sector, utilizing 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 that data facilitate improved healthcare outcomes.

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

RSC: ResearchHub is a tokenized social network that rewards scientists for openly 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 Agent and DeSci Carry Through the New Year

Looking at the current market, the overall nature of DeSci and AI Agent still primarily drives through memes, but its fundamental attributes differ from other meme logic.

Differences in Fundamentals from Other Memes:

Compared to purely zoo, internet memes, and hot event memes, AI Agent is the only speculation supported by technology. As traditional finance and the internet weaken, more attention will shift to blockchain and AI. AI Agent and DeSci align more with the operation of the commodity economy's Kondratiev wave cycle, where narrative capabilities require more "technology";

Differences in Breaking Circles Internally and Externally:

DeSci, by its nature, requires external breaking; its influence comes from a specific influential "person," and relying solely on internal traffic is insufficient for sustained maintenance; it needs real individuals with "scientific research" attributes from outside the circle. AI Agent, on the other hand, requires internal breaking; "usable," "fun," and "valuable" are the core aspects that the market pays for;

Different Growth Logics of Leading Effects:

Currently, the DeSci sector has yet to produce a leading project with a market cap of $1 billion, while AI meme tokens have a total market cap of $10 billion, indicating significant room for growth. Overall, DeSci's growth needs projects like Binance's investment in BIO Protocol to drive it, while AI Agent needs to iterate its playful aspects.

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