AI Agents and DeSci: The Rise of Emerging Forces

In the past six months, a new wave of AI Agents and DeSci has emerged in the market. From a speculation perspective, AI Agents focus on their tremendous potential in autonomous decision-making, data analysis, and task execution, adept at using algorithms to solve problems; whereas DeSci is committed to utilizing blockchain technology to break through traditional research barriers, achieving data sharing and transparency, and promoting decentralized knowledge sharing and research funding. This article will summarize the currently prominent and potential AI Agent and DeSci-related tokens.

1. AI Agent: The Rise of Intelligent AI

1.1 Introduction to AI Agent

AI Agent is an intelligent system that possesses autonomy and goal orientation, capable of perceiving the environment, planning actions, executing tasks, and learning from experience to improve, achieving specific objectives without human intervention, such as automatically monitoring data, analyzing anomalies, and making corresponding decisions. Its key features are autonomy and goal orientation.

According to data from a certain platform, as of December 31, 2024, the current trend of AI resembles the early stages of the DeFi boom in 2020-2021. The next day, a certain investment institution also proposed some ideas for AI Agents in 2025: AI agents will need independent wallets; decentralized autonomous chatbots; and with the widespread use of AI, there will be a greater need for unique proofs of different AI personalities.

1.2 Popular Token Overview

• AIXBT: Market cap of $550 million, mental share of 20.7%. Tracks hot discussions on crypto Twitter, using proprietary engines to identify strong narratives and games. Token holders can access its analytics platform.

• Virtuals: Market capitalization of $4 billion, mental share of 20.7%. The design of the initial token issuance (IAO) model allows users to generate new AI agents by locking tokens, with the created tokens automatically paired with the locked tokens to form a liquidity pool.

• AI16Z: Market cap of $2 billion, mental share of 8.57%. Decentralized DAO, possessing ai16z and degenai tokens; ElizaOS is an open-source AI agent framework; Eliza Labs is responsible for developing elizaOS.

• Fartcoin: Market cap of $900 million, mental share of 6.93%. Located in a certain ecosystem, a meme coin conceived by Terminal of Truth, allowing users to submit fart jokes and memes in exchange for tokens.

• Zerebro: Market cap of $560 million, mental share of 4.36%. An autonomously operating AI agent focused on artistic creation and content generation, capable of independently creating music, memes, artworks, and NFTs.

• Griffain: Market cap of $380 million, mental share of 3.53%. An AI Agent built on a certain blockchain, aimed at simplifying the interaction between users and cryptocurrency by integrating personal and professional AI agents.

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

• GOAT: Market cap of $560 million, mind share of 1.91%. A Meme coin fine-tuned by an AI platform, trained on social media data.

• ARC: Market cap of $300 million, mind share of 1.89%. AI concept token, its team is related to a certain AI development framework, representing the concept of AI infrastructure.

• TRISIG: Market value of $74 million, mental share of 1.47%. Claims to be a savvy crypto analyst capable of identifying early alpha projects.

• ALCH: Market cap of $150 million, mind share of 1.38%. A no-code application generation platform that allows users to quickly generate different applications and products through natural language descriptions.

• Spore.fun: Market cap of $62 million, mental share of 1.3%. The first experimental autonomous breeding AI evolution platform, combining various technologies to create an ecosystem that allows AI agents to breed and adapt autonomously.

• VADER: Market cap of $110 million, mind share of 1.13%. Aims to become an AI agent investment DAO manager, allowing participation in DAOs that have virtual agents.

• Luna: Market value of $140 million, mind share of 0.97%. Has an independent wallet, can autonomously receive tokens and send rewards to fans, and has released songs on music platforms.

• Bully: Market cap of 72 million, mental share of 0.7%. Represents a witty and outspoken AI character, inspired by mythology, interacting with users through sharp humor.

1.3 AI Agent Prospect Analysis

The current on-chain data of the AI Agent craze is similar to the state before the DeFi boom in 2020-2021, but blockchain + AI is still difficult to trigger an AI Summer. Two public chains have become the main battlegrounds, with high performance and high speculation being the keys to supporting AI Agents. Currently, AI project classifications are rapidly rising, with noteworthy directions including computing power, infrastructure, memes, launch platforms, and applications.

The application of AI Agents in data analysis is more valuable. Taking a political event in early 2024 as an example, by analyzing on-chain and market data, it is possible to predict the direction of related policies and their implementation intensity.

The transparent data advantages of blockchain provide a solid foundation for the development of AI. The on-chain opportunities for AI Agents integrate Fomo guidance and value investment trends. Despite market speculation, they also demonstrate the prospects of blockchain + AI applications being implemented. Currently, market speculation expectations are mainly focused on the following points:

1. The hype and pump of a certain project have triggered Fomo sentiment in the overall AI Agent market;
2. AI Agent self-initiated iterative evolution, transitioning the project's development from manual to automated;
3. Certain projects can analyze social media and assess market trends, providing investors with alternative perspectives;
4. Some platforms have achieved great success through innovative models.
5. AI virtual humans and AI creations have opened up new markets in non-encrypted fields, and the combination of blockchain and AI narrative has a stronger breakout effect.

2. DeSci: A New Direction in Life Sciences

2.1 Overview of DeSci

DeSci( decentralized science) is a model for building a fair and equal scientific research infrastructure through Web3 technology, aimed at addressing issues such as peer review, funding, intellectual property management, as well as data transparency and review mechanisms in scientific research. It attempts to introduce the speculative nature of the crypto space into the non-speculative realm of scientific research.

Although the concept of DeSci emerged as early as 2021, it has not received widespread attention. It was not until recently that a trading platform invested in and launched a certain protocol, and industry well-known figures participated in an offline conference on the DeSci theme, that this sector regained market attention.

2.2 Introduction to a DeSci Protocol

The protocol is a curation and liquidity protocol in the decentralized science field, aimed at providing resource support for scientific research projects and promoting research innovation. Its core components include DAO, curation system, intellectual property tokenization and liquidity mechanisms, as well as incentive systems. Through multiple rounds of auctions and airdrop programs, it has built a diverse and highly participatory community, laying the foundation for a decentralized biomedical research network.

The agreement primarily raises funds through token sales to support the development of biotechnology projects and creates shared intellectual property ownership among members. Currently, 7 sub-DAOs have been successfully launched, with another 3 in development.

The launched sub-DAOs include:

• VITA: Focused on early longevity science research, previously received investment from a pharmaceutical company.
• ATH: Focus on research and drug development in women's reproductive health
• GROW: A platform focused on anti-aging drugs and longevity projects.
• PSY: Focused on psychedelic science research, the first round of token sales has been completed.
• HAIR: Committed to solving hair loss problems, launching related products
• CRYO: Promoting research in the field of cryopreservation
• NEURON: Dedicated to brain health research, has raised significant funding.

The sub-DAOs under development include:

• Long Covid Labs: Focus on research of long-term sequelae of COVID-19
• QuantumBioDAO: Committed to quantum biology research
• Curetopia: Focused on Genetic Disease Research

2.3 Other DeSci related projects

A certain ecological DeSci platform: A Meme launch platform introduced at a certain conference, which will issue Meme tokens representing pharmaceuticals, such as:

• RIF: stands for Rifampicin, an antibiotic with potential effects on aging.
• URO: Represents Urolithin A, which helps with the cellular "spring cleaning".
• TRACKEDBIO: Committed to improving the translational efficiency of drugs from preclinical research to clinical trials.

Other related projects include:

• Scihub: Unofficial token, supports open-source research paper websites
• ANTI and PRO: A pair of quantum entangled composite tokens, expressing support and opposition to Meme Tokens.
• WORM: The first on-chain digital brain, simulating the neural network of the Caenorhabditis elegans.
• GENOME: A genomic 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: Tokenized social network that rewards scientists for publicly sharing academic content.

Conclusion: Future Prospects of AI Agents and DeSci

Looking at the current market, while DeSci and AI Agents are primarily driven by memes, their fundamental properties differ from other meme logics:

1. Fundamental differences: AI Agent is the only speculation supported by technology, which aligns more with the K-wave cycle of a commodity economy.

2. Different ways of breaking the circle: DeSci requires external breaking of the circle, relying on influential real-life figures; AI Agent requires internal breaking of the circle, with the key being practicality and fun.

3. The logic of growth under the leading effect is different: the DeSci sector has not yet seen a leading player with a market value of 1 billion, leaving significant room for growth; AI Agents require iteration of their own gameplay.

Overall, AI Agent focuses on the value investment trend of blockchain + AI, aligning with market technology development expectations, and has a stronger potential to break out; DeSci benefits from the attention of key industry figures and support from investment institutions. In an environment with insufficient market innovation, although AI and DeSci are not new concepts, after a year of development, they will still be the main points of speculation in this round of the bull market.