AI Agent and DeSci: An Analysis of Popular Concepts Driven by Emerging Technologies

Preface

In the past six months, a new trend has emerged in the market regarding AI Agents and DeSci. From a narrative perspective, AI Agents focus on their immense potential in autonomous decision-making, data analysis, and task execution, adept at solving problems through algorithms; whereas DeSci is dedicated to leveraging blockchain technology to break down traditional barriers in scientific research, 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. AI Agent: A New Chapter in Intelligent Systems

1.1 Introduction to AI Agent

An 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 goals without human intervention. For example, it can automatically monitor data, analyze anomalies, and make corresponding decisions. The key features of an AI Agent are autonomy and goal orientation.

Data shows that the current trend of AI development is similar to the early stages of the decentralized finance boom in 2020-2021. There are viewpoints suggesting that future AI agents may require independent wallets, decentralized autonomous chatbots, and unique proof requirements for the different AI personalities that emerge with the widespread use of artificial intelligence.

1.2 Overview of Popular AI Agent Tokens

According to the ranking of consumer mind share, here are some popular AI Agent related tokens:

• AIXBT: Market cap of $550 million, tracking hot discussions on crypto Twitter, identifying strong narratives.
• Virtuals: Market cap of $4 billion, offering an initial token issuance model where users can lock tokens to generate new AI agents.
• AI16Z: Market value of $2 billion, includes multiple components such as decentralized DAO, open-source AI agent framework, etc.
• Fartcoin: Market cap of $900 million, a meme coin based on the Solana ecosystem that allows users to submit fart jokes in exchange for tokens.
• Zerebro: Market cap of $560 million, an autonomous AI agent focused on art creation and content generation.
• Griffain: Market cap of $380 million, built on Solana, aimed at simplifying user interaction with cryptocurrencies.
• SNAI: Market cap of $83 million, the token for the cloud server protocol SwarmNode.ai proxy platform.
• GOAT: A meme coin with a market value of $560 million, trained by an AI platform.
• ARC: Market value of 300 million USD, representing the AI infrastructure concept.
• TRISIG: A market cap of 74 million USD, claiming to be a crypto analyst capable of identifying early alpha projects.
• ALCH: Market cap of $150 million, a no-code application generation platform that quickly creates applications and products using AI.
• Spore.fun: Market cap of $62 million, an experimental autonomous breeding AI evolution platform.
• VADER: Market cap of $110 million, aiming to become an AI agent investment DAO manager.
• Luna: Market cap of $140 million, has its own wallet, can autonomously receive tokens and send rewards to fans.
• Bully: Market cap of $72 million, representing a witty and outspoken AI character.

1.3 AI Agent Market Analysis

The current AI Agent craze is showing a similar trend to the pre-explosion of decentralized finance in 2020-2021 with on-chain data. Base and Solana have become the main battlegrounds, with high performance and high speculation being key factors for supporting AI Agents. Currently, AI projects are rapidly emerging in areas such as computing power, infrastructure, memes, launch platforms, and applications.

The application of AI agents in practical data analysis is more valuable. For example, by analyzing on-chain and market data, it is possible to predict the impact of political events on the cryptocurrency market.

The data transparency of blockchain provides a solid foundation for the development of AI. The on-chain opportunities for AI Agents combine trends of speculation and value investment. The main expectations of the current market speculation include:

1. The continuous rise of AI16Z drives the overall market sentiment for AI Agents;
2. AI Agent's spontaneous iterative evolution leads the project's progress towards automation;
3. Twitter analysis tools similar to AIXBT provide investors with new perspectives;
4. Virtuals achieved success through a model similar to Pump.fun;
5. AI virtual humans and AI works are opening up new markets in non-crypto fields, enhancing the breakout effect of blockchain + AI narratives.

2. DeSci: The Decentralized Revolution in Scientific Research

2.1 Overview of DeSci

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

Although the concept of DeSci entered the public eye as early as 2021 with the establishment of VitaDAO, it was only recently that a certain exchange invested in and launched BIO Protocol, along with well-known industry figures participating in offline conferences on the DeSci theme, that this sector has regained market attention.

2.2 BIO Protocol Analysis

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 the protocol include BioDAO, a curation system, intellectual property tokenization and liquidity mechanisms, as well as incentive systems.

By raising funds through token sales, the BIO Protocol supports the development of biotechnology projects and creates shared intellectual property ownership among members. Currently, BioDAO: Launch has successfully launched 7 sub-DAOs, with another 3 sub-DAOs in development.

The launched sub-DAOs include:

• VITA: Focused on early longevity science research
• ATH: Focused on women's reproductive health research and drug development
• GROW: A platform focused on anti-aging drugs and longevity projects.
• PSY: Focus on psychedelic scientific research
• HAIR: Committed to solving hair loss problems
• CRYO: Promoting Research in the Field of Cryopreservation
• NEURON: Committed to brain health research

The sub-DAOs under development include:

• Long Covid Labs: Focused on the research of long-term sequelae of COVID-19
• QuantumBioDAO: Dedicated to research in quantum biology
• Curetopia: Focused on genetic disease research

2.3 Other DeSci-related projects

• PumpScience: A DeSci platform in the Solana ecosystem, issuing tokens representing pharmaceuticals on Pump.fun.
• Scihub: Unofficial token that supports the open-source research paper website.
• ANTI and PRO: Quantum Entanglement Combination Tokens, expressing support and opposition to Meme Tokens.
• WORM: The first on-chain digital brain, simulating the neural network of the elegant Caenorhabditis elegans.
• GENOME: A gene data project focused on the secure monetization of genomic data.
• GALEON: Revolutionizing Electronic Health Record Management with Blockchain Technology
• DRUGS: Medical and pharmaceutical Meme coin, challenging traditional large pharmaceutical companies
• RSC: Tokenized social network that rewards scientists for publicly sharing academic content.

Conclusion: Future Outlook of AI Agents and DeSci

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

1. Fundamental differences: AI Agent and DeSci have technical support, which aligns better with the operation of the K-wave cycle in a commodity economy.

2. Different ways to break 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. Growth logic differences: DeSci requires large projects to drive the overall market; AI Agents rely on constant innovation in their gameplay.

Overall, AI Agents have an advantage in the value investment trend of Blockchain + AI, while DeSci benefits from the attention and investment of well-known figures in the industry. In an environment with insufficient market innovation, AI Agents and DeSci may become the main points of speculation in the next bull market.