AI Agent and DeSci: Potential Analysis of Emerging Hotspots

In the past half year, there has been a surge of emerging momentum around AI Agents and DeSci in the market. From a narrative perspective, AI Agents primarily focus on their tremendous potential in autonomous decision-making, data analysis, and task execution, adept at solving problems using algorithms; while DeSci is committed to breaking traditional research barriers through blockchain technology, achieving data sharing and transparency, and promoting decentralized knowledge sharing and research funding. This article will summarize and synthesize the currently prominent and promising tokens related to AI Agents and DeSci.

1. The Intelligent Frontier of AI Agents

1.1 Overview of AI Agent

An AI Agent is an intelligent system that possesses autonomy and goal orientation. It can perceive the environment, plan actions, execute tasks, and learn from experience to improve, achieving specific goals without human intervention, such as automatically monitoring data, analyzing anomalies, and making corresponding decisions. Its core characteristics lie in autonomy and goal orientation.

Data shows that the current trend of AI development is similar to the early stage of the DeFi boom in 2020-2021. Industry experts have proposed some ideas regarding the development of AI Agents by 2025, including the need for AI agents to have independent wallets, the emergence of decentralized autonomous chatbots, and an increasing demand for the uniqueness proof of different AI personalities as the use of artificial intelligence becomes more widespread.

1.2 Popular Token Review

Here are some popular AI Agent related tokens ranked by dynamic consumer mind share:

• AIXBT: Market cap of $550 million, mental share of 20.7%. Focused on tracking hot discussions on crypto Twitter and identifying strong narratives.

• Virtuals: Market cap of $4 billion, mental share of 20.7%. An innovative initial token issuance model that allows users to generate new AI agents by locking tokens.

• AI16Z: Market cap of $2 billion, mind share of 8.57%. Permissionless DAO with multiple related tokens and AI agent framework.

• Fartcoin: Market cap of $900 million, with a mind share of 6.93%. A meme coin in the Solana ecosystem that combines humor elements and AI technology.

• Zerebro: Market cap of $560 million, mind share of 4.36%. An autonomously operated AI agent focused on artistic creation and content generation.

• Griffain: Market cap of $380 million, mental share of 3.53%. Built on Solana, aiming to simplify user interaction with cryptocurrencies.

• SNAI: Market cap of $83 million, mental share of 1.95%. The token of the cloud server protocol SwarmNode.ai.

• GOAT: Market capitalization of $560 million, market share of 1.91%. A Meme coin trained on an AI platform.

• ARC: Market cap of $300 million, mind share of 1.89%. A token representing the concept of AI infrastructure.

• TRISIG: Market cap of $74 million, mental share of 1.47%. Claims to be an AI analyst capable of identifying early alpha projects.

Future Prospects of AI Agent Development 1.3

At this stage, the craze for AI Agents is showing a trend similar to the pre-explosion of DeFi in 2020-2021, particularly in on-chain data. Base and Solana have become the main competitive arenas, with high performance and high speculation being key factors for supporting AI Agents. Notable directions to watch include computing power, infrastructure, memes, launch platforms, and applications.

The application value of AI Agents in practical data analysis is more prominent. For example, on-chain and market data can be used to analyze the changing attitudes of politicians towards cryptocurrencies and their potential impacts.

The data transparency of blockchain provides a good foundation for the development of AI. The on-chain opportunities for AI Agents include both short-term speculation and the prospects for long-term value investment. Current market speculation primarily revolves around the following points:

1. The continuous rally of leading projects drives the overall market sentiment;
2. AI Agent self-initiated iterative evolution, project evolution tends towards automation;
3. The quality enhancement of market trend analysis tools provides investors with new perspectives;
4. New projects achieve great success through innovative models;
5. The mature application of AI virtual humans and AI works in non-cryptocurrency fields provides the possibility for blockchain + AI narratives to break through barriers.

2. A New Chapter in Life Sciences for DeSci

2.1 Introduction to DeSci

DeSci (Decentralized Science) is a model that builds a fair and equitable scientific research infrastructure through Web3 technology. It aims to address issues in scientific research such as peer review, funding, intellectual property management, as well as data transparency and review mechanisms, attempting to introduce the speculative nature of the cryptocurrency field into the non-speculative realm of scientific research.

Although the concept of DeSci emerged as early as 2021, it wasn't until recently that this field regained market attention after a well-known trading platform invested in and launched the BIO Protocol, along with the participation of important figures in the industry at a DeSci-themed conference.

Overview of 2.2 BIO Protocol

BIO Protocol is a decentralized curation and liquidity protocol in the scientific field, aimed at providing resource support for scientific research projects and promoting research innovation. The core components of this protocol include BioDAO, a curation system, intellectual property tokenization and liquidity mechanisms, as well as incentive systems.

Currently, BioDAO has successfully launched 7 sub-DAOs, with another 3 in development. These sub-DAOs cover multiple fields including longevity science, women's health, anti-aging, psychopharmacology research, hair loss treatment, cryopreservation, and brain health.

2.3 PumpScience platform

The Pump.science platform launched by the Solana ecosystem DeSci platform Molecule DAO is a platform for issuing Meme tokens that represent pharmaceuticals on Pump.fun. Its related concept tokens include:

• RIF: Stands for Rifampicin, an antibiotic with anti-aging potential.
• URO: Stands for Urostone A, a compound that aids in the "spring cleaning" of cells.
• TRACKEDBIO: Committed to improving the drug translational efficiency from preclinical research to clinical trials.

2.4 Other related projects

• Scihub: Unofficial token that supports open-source research paper websites.
• ANTI and PRO: A pair of quantum entangled combination tokens expressing support for and opposition to Meme Tokens.
• WORM: The first on-chain digital brain that simulates the neural network of the Caenorhabditis elegans.
• GENOME: A gene data project focused on the secure monetization of genomic data.
• GALEON: Revolutionizing electronic health record management using blockchain technology.
• DRUGS: Medical and pharmaceutical Meme coin, aimed at disrupting traditional large pharmaceutical companies.
• RSC: A tokenized academic social network that rewards scientists for publicly sharing academic content.

Conclusion: The Future Development of AI Agents and DeSci

Although AI Agent and DeSci are both primarily driven by Memes, their fundamental attributes differ from other Meme tokens:

1. Technical support: AI Agent and DeSci have a practical technological foundation, aligning with the development cycle of the commodity economy.

2. Breaking the Circle Method: DeSci relies more on external influence, while AI Agent needs to achieve it through internal value.

3. Growth Logic: DeSci needs large projects to lead, while AI Agent relies on its own gameplay iteration.

Overall, AI Agents have a greater advantage in the value investment trend of blockchain + AI, while DeSci benefits from the promotion of key figures in the industry and institutional investment. In the context of insufficient market innovation, AI Agents and DeSci are expected to become the main hot spots for speculation in the next bull market.