AI Agent and DeSci: Token Review and Trend Analysis in the Emerging Wave

Preface

In the past six months, there has been a surge in the market regarding the emerging forces of AI Agents and DeSci. From a narrative hype perspective, AI Agents focus on their tremendous potential in autonomous decision-making, data analysis, and task execution, excelling at solving problems through algorithms; whereas DeSci is committed to breaking down traditional barriers in scientific research by utilizing 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 potentially significant AI Agent and DeSci related Tokens.

1. The Smart Carriage of AI Agent

1.1 Overview of AI Agent

AI Agent is an intelligent system with autonomy and goal orientation that 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 key features are autonomy and goal orientation.

According to data, the current trend of AI is similar to the early stages of the DeFi boom in 2020-2021. Some opinions have proposed ideas for AI Agents in 2025: AI agents need independent wallets; decentralized autonomous chatbots; and a greater need for unique proofs of different AI personalities as the use of artificial intelligence becomes more widespread.

1.2 Popular Token Overview

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

• Virtuals: Market capitalization of $4 billion, mind share of 20.7%. Designed the initial Token issuance (IAO) model, users can generate new AI agents by locking $VIRTUAL.

• AI16Z: Market Cap of $2 Billion, Mind Share of 8.57%. Decentralized DAO, with tokens ai16z and degenai.

• Fartcoin: Market cap of 900 million USD, mental share of 6.93%. Located in the Solana ecosystem, it allows 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.

• Griffain: Market cap of $380 million, mental share of 3.53%. Built on Solana, aiming to simplify the way users interact with cryptocurrencies.

• SNAI: Market value of 83 million USD, mind share of 1.95%. The token behind the cloud server protocol SwarmNode.ai proxy platform.

• GOAT: Market cap of $560 million, mental share of 1.91%. Fine-tuned by an artificial intelligence platform, trained on data from reddit, 4chan, and more.

• ARC: Market cap of 300 million USD, mind share of 1.89%. AI concept Token, representing the AI infrastructure concept.

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

• ALCH: Market cap of $150 million, mental share of 1.38%. No-code application generation platform that quickly generates applications and products using public AI capabilities.

1.3 AI Agent Development Trends

The on-chain data reflecting the current wave of AI Agents shows a similar situation to that before the DeFi boom in 2020-2021, but Blockchain+AI still struggles to create the waves of an AI Summer. Base and Solana have become the main battlegrounds, with high performance and high speculation being the key to supporting AI Agents. Notable directions to watch include computing power, infrastructure, memes, launch platforms, and applications.

The application of AI Agents in practical data analysis is more valuable. The data transparency advantages of blockchain provide a good environment for AI development. Current market speculation expectations are mainly reflected in:

1. The hype around AI16Z drives the market sentiment of the entire AI Agent sector.
2. AI Agent self-initiated iterative evolution, project evolution tends towards automation;
3. Market trend analysis tools like AIXBT provide alternative perspectives;
4. Virtuals achieve success through paths similar to Pump.fun;
5. AI virtual humans and AI works are opening new markets in non-cryptocurrency fields, enhancing the breakout effect of blockchain + AI narratives.

2. The Life Sciences Carriage of DeSci

2.1 Overview of DeSci

DeSci( decentralized science) is a model that builds a fair and equal scientific research infrastructure through Web3 technology, aimed at addressing issues such as review, funding, intellectual property management, as well as data transparency and review mechanisms in scientific research. It attempts to bring the speculative nature of the coin world into the non-speculative domain of scientific research.

Although DeSci entered the public eye with the establishment of VitaDAO back in 2021, it was only recently that a certain trading platform invested in and launched the BIO Protocol, and relevant individuals participated in offline meetings on the DeSci theme, which has brought renewed market attention to this sector.

2.2 BIO Protocol

BIO Protocol is a decentralized science ( DeSci ) curation and liquidity protocol aimed at providing resource support for scientific research projects and promoting scientific innovation.

The core components of the protocol include BioDAO, a curation system, intellectual property tokenization and liquidity mechanisms, as well as incentive systems. Through multiple rounds of auctions and airdrop programs, a diversified and highly participatory community has been built, laying the foundation for a decentralized biomedical research network.

Currently, BioDAO:Launch has successfully launched 7 sub-DAOs, with another 3 under development. The launched sub-DAOs include VITA, ATH, GROW, PSY, HAIR, CRYO, and NEURON, focusing respectively on longevity science, women's reproductive health, anti-aging, psychedelic science, hair loss, cryopreservation, and brain health research. The sub-DAOs under development include Long Covid Labs, QuantumBioDAO, and Curetopia.

2.3 PumpScience

The Solana ecosystem DeSci platform Molecule DAO is a Meme launching platform that issues Meme tokens representing pharmaceuticals on a certain trading platform. Related concept tokens include:

• RIF: stands for Rifampicin, an antibiotic that has potential effects against aging.
• URO: Represents Uroolithin A, a compound that may assist in the "spring cleaning" of cells.
• TRACKEDBIO: Committed to improving the drug conversion efficiency from preclinical research to clinical trials.

2.4 Other related projects

• Scihub: Unofficial Token aimed at supporting the open-source research paper website.
• ANTI and PRO: A pair of quantum entangled combination Tokens, expressing attitudes of support and opposition towards Meme Tokens.
• WORM: The first on-chain digital brain, simulating the neural network of the beautiful Caenorhabditis elegans.
• GENOME: A gene data project focused on the secure monetization of genomic data.
• GALEON: Innovating 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: The Continuity of AI Agents and DeSci Narratives

The overall nature of DeSci and AI Agent is still primarily driven by Memes, but its fundamental attributes differ from other Meme logic:

1. Fundamental differences: AI Agent is supported by technology and is more in line with the operation of the commodity economy's Kondratiev wave cycle.

2. Different ways to break the circle: DeSci needs external breaking of the circle, relying on specific influential figures; AI Agent requires internal breaking of the circle, focusing on practicality and fun.

3. The logic of growth driven by the leading effect is different: DeSci needs projects similar to BIO Protocol to drive it, while AI Agent requires continuous iteration of its own gameplay.

Overall, AI Agent meets the expectations of market technological development and has stronger potential for breakout; DeSci benefits from the attention and investment of industry leaders. In the context of insufficient market innovation, AI Agent and DeSci will still be the main points of speculation in this round of the bull market.