AI Agent and DeSci: Overview of Emerging Popular Tracks

In the past six months, there has been a surge in emerging forces in the market regarding AI Agents and DeSci. From the perspective of narrative hype, 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 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 outline the currently prominent and potentially significant tokens related to AI Agents and DeSci.

1. The Smart Cart of AI Agent

1.1 Overview of AI Agent

An AI Agent is an intelligent system that is autonomous and goal-oriented, 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 characteristics are autonomy and goal orientation.

According to data from a certain platform, as of December 31, 2024, the current trend of AI is similar to 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 need independent wallets; decentralized autonomous chatbots; and a greater need for unique proof of different AI personalities as the use of artificial intelligence becomes more widespread.

1.2 Popular Token Review

• AIXBT: Market capitalization of $550 million, mental share of 20.7%. Tracks hot discussions on cryptocurrency social platforms and uses its proprietary engine to identify trending narratives and games. Token holders can access its analytics platform.

• Virtuals: Market cap of $4 billion, mental share of 20.7%. Designed the Initial Token Offering (IAO) model, users can generate new AI agents by locking $VIRTUAL, and the created tokens will automatically pair with the locked $VIRTUAL to form a liquidity pool.

• AI16Z: Market cap of 2 billion USD, mental share of 8.57%. Decentralized DAO, with tokens ai16z and degenai. ElizaOS is an open-source AI agent framework, developed by Eliza Labs.

• Fartcoin: Market value of $900 million, mental share of 6.93%. Located in a certain public chain ecosystem, it is a meme coin conceived by a certain platform, 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, and interacting and operating across multiple platforms.

• Griffain: Market cap of $380 million, mental share of 3.53%. A brand new AI Agent built on a certain public chain. Aims to simplify user interaction with cryptocurrencies by integrating personal and professional AI agents. Can automatically complete complex tasks such as wallet management, token trading, and NFT minting.

• SNAI: Market value of 83 million USD, mental share of 1.95%. Cloud server protocol SwarmNode.ai(SNAI) is the token behind the agency platform.

• GOAT: Market capitalization of 560 million USD, mental share of 1.91%. A Meme coin fine-tuned by an AI platform and trained on social media data.

• ARC: Market cap of 300 million USD, mental 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 cap of 74 million USD, mind share of 1.47%. Claims to be able to identify early alpha projects and answer challenging questions in a simplified manner, sharing insights on significant events or trends in the cryptocurrency market.

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

• Spore.fun: Market value of $62 million, mental share of 1.3%. The first experimental platform for autonomous reproduction of AI evolution, combining multiple technologies to create an ecosystem where AI agents can not only survive but also autonomously reproduce and adapt, completely free from human intervention.

• VADER: Market cap of $110 million, mental share of 1.13%. Aims to become an AI agent investment DAO manager, allowing participation in DAOs with virtual agents and the ability to apply to set up one's own DAO.

• Luna: Market cap of $140 million, mental share of 0.97%. Owns a wallet on a certain public chain, capable of autonomously receiving tokens and sending rewards to fans; this robot has already released songs on music platforms.

• Bully: Market cap of 72 million, mind share of 0.7%. A token representing an intelligent and outspoken AI character. This character draws inspiration from Greek mythology and interacts with users through sharp humor and bold commentary.

1.3 Analysis of AI Agent Development Trends

Currently, the craze surrounding AI Agents is reflected in on-chain data that resembles the situation before the DeFi boom in 2020-2021. However, blockchain + AI at this stage still struggles to stir up the waves of an AI Summer. From an on-chain perspective, certain high-performance and highly speculative public chains have become the main battleground. At present, the classification of AI projects is rapidly rising, with noteworthy directions including computing power, infrastructure, memes, launch platforms, and applications.

Compared to market speculation, the application of AI Agent in actual data analysis is more valuable. For example, by analyzing on-chain and market data, it is possible to predict the impact of policy trends on the crypto market.

The logic of AI itself requires data and guidance, and blockchain has the inherent advantage of transparent data on-chain. Therefore, from a trend perspective, blockchain is the best breeding ground for the development of AI. The on-chain opportunities for AI Agents combine an investment craze with a trend outlook for value investment. However, it is undeniable that the token market speculation around AI Agents has also shown us the hope for the real application of blockchain + AI in the future. The current market speculation expectations mainly focus on the following points:

1. The hype and continuous rise of certain projects have driven the investment sentiment in the entire AI Agent market.

2. The AI Agent's spontaneous iterative evolution shifts the project's progression from manual to automated.

3. The emergence of some AI analysis tools provides investors with alternative viewpoints and perspectives, with analysis quality no lower than that of industry opinion leaders.

4. Some projects launched last year achieved great success through innovative token issuance mechanisms;

5. AI virtual humans and AI creations have opened up new mature markets in the non-cryptocurrency field. Today's spiritual leaders and brand ambassadors may not be entirely equivalent to humans, but can also be equivalent to "AI image products"; the narrative of blockchain + AI will have a greater effect in breaking boundaries.

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, aiming to address issues such as peer review, funding, intellectual property management, and data transparency and audit mechanisms in research. It attempts to bring the speculative nature of the cryptocurrency field into the non-speculative realm of scientific research.

Although DeSci entered the public eye as early as 2021, it has not received widespread attention until recently, when a certain trading platform invested in and launched BIO Protocol, and well-known industry figures participated in an offline conference themed around DeSci, which has led to renewed market interest in this sector.

2.2 BIO Protocol Analysis

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

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

Mainly raise 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 another 3 sub-DAOs currently in development.

The 7 launched sub-DAOs include:

• VITA: Focused on early longevity science research, previously received investment from a major pharmaceutical giant.
• ATH: Focused on research and drug development for women's reproductive health
• GROW: A decentralized community governance platform focused on anti-aging drugs and longevity projects.
• PSY: Focused on psychedelic science research, completed the first round of token sales in November 2024, raising 2 million dollars.
• HAIR: Committed to solving hair loss problems, has launched shampoo products
• CRYO: Promoting research in the field of cryopreservation
• NEURON: Dedicated to brain health research, has raised over $1.5 million

The three sub-DAOs under development include:

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

2.3 PumpScience Overview

A certain public chain ecological DeSci platform is a token launch platform introduced at the blockchain conference, which will issue tokens representing pharmaceuticals on other platforms. The related concept tokens include:

• RIF: stands for Rifampicin, an antibiotic that has gained attention for its potential effects on aging.
• URO: Represents Urosolic Acid, a compound that aids in the "spring cleaning" of cells.
• TRACKEDBIO: Committed to enhancing the efficiency of drug translation 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, representing support and opposition to the tokens respectively.
• WORM: The first on-chain digital brain that deploys its biological neural network on-chain.
• GENOME: A project focused on the datafication of genes, utilizing DeFi for the secure, private, and auditable monetization of genomic data.
• GALEON: Innovating the management and usage of electronic health records (EHR) through blockchain technology.
• DRUGS: Medical and pharmaceutical concept tokens, with the vision of disrupting the traditional model of large pharmaceutical companies.
• RSC: A tokenized social network that rewards scientists for openly sharing academic content.

Conclusion: The Narrative Prospects of AI Agents and DeSci

Looking at the current market, the overall nature of DeSci and AI Agents is still primarily driven by conceptual speculation, but their fundamental attributes are different from other similar projects:

1. Fundamental differences: AI Agent is the only speculation supported by technical aspects. As traditional finance and the internet weaken, more attention will shift to the blockchain and AI fields.

2. Different ways of breaking the circle: DeSci requires external breaking of the circle, with influence coming from specific influential "people"; AI Agent requires internal breaking of the circle, with "usable", "fun", and "valuable" being the core that the market pays for.

3. Differences in Growth Logic: The DeSci track has yet to see the emergence of large leading projects, and overall growth requires top projects to drive it; AI Agents need to further iterate on their engaging gameplay.

Compared to the two, AI Agent focuses on the value investment trend of blockchain + AI, which aligns with market technological development expectations and has stronger potential for going mainstream; while DeSci benefits from discussions among well-known industry figures and support from investment institutions, among other factors. In an environment where market innovation is lacking, although AI and DeSci are not concepts that emerged this year, after a year of development, AI Agent and DeSci will still be the main hotspots in this round of market trends.