《AI Agent 和 DeSci 驱动的流行模因概述》

重新，YBB资本研究

Title: Overview of Popular Memes Driven by AI Agent and DeSci

标题：AI Agent 和 DeSci 驱动的流行模因概述

Author: Ac-Core, YBB Capital Research

作者：Ac-Core，YBB 资本研究部

Introduction

介绍

In the past six months, a wave of emerging forces around AI Agent and DeSci has swept through the market. From the perspective of meme narrative hype, AI Agent focuses on its tremendous potential in autonomous decision-making, data analysis, and task execution, excelling at solving problems through algorithms; while 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 categorize the currently prominent and potential meme-related tokens of AI Agent and DeSci.

过去六个月，围绕AI Agent和DeSci的一波新兴力量席卷了市场。从meme叙事炒作来看，AI Agent聚焦其在自主决策、数据分析、任务执行等方面的巨大潜力，擅长通过算法解决问题； DeSci则致力于利用区块链技术打破科学研究的传统壁垒，实现数据共享和透明度，促进去中心化的知识共享和研究资助。本文将对 AI Agent 和 DeSci 目前突出的和潜在的 meme 相关代币进行总结和分类。

1. The Smart AI Carriage of AI Agent

1、AI Agent智能AI运载

1.1 What is AI Agent

1.1 什么是AI Agent

AI Agent is an intelligent system characterized by 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, such as automatically monitoring data, analyzing anomalies, and making corresponding decisions. Its key features are autonomy and goal orientation.

AI Agent是一种具有自主性和目标导向性的智能系统，能够感知环境、规划行动、执行任务并从经验中学习改进，在无需人工干预的情况下实现特定目标，例如自动监测数据、分析异常、制定决策等。相应的决定。其主要特征是自主性和目标导向。

According to Messari data as of December 31, 2024, the current trend of AI is similar to the early signs of the DeFi boom in 2020-2021. The next day, A16z also proposed some ideas for AI Agents in 2025: AI agents need independent wallets; decentralized autonomous chatbots; and with the widespread use of artificial intelligence, there is a greater need for unique proofs of different AI personalities.

根据截至 2024 年 12 月 31 日的 Messari 数据，当前 AI 的趋势与 2020-2021 年 DeFi 热潮的早期迹象相似。第二天，A16z还提出了2025年AI代理的一些想法：AI代理需要独立的钱包；去中心化的自主聊天机器人；而随着人工智能的广泛应用，对不同AI个性的独特证明的需求也更大。

1.2 Popular Token Review

1.2 热门代币评论

(Note: The following is ranked according to the dynamic Mindshare consumer mental share from Cookie DAO)

（注：以下排名根据Cookie DAO动态Mindshare消费者心智份额排名）

· AIXBT (@aixbt_agent)

Market Cap: $550 million, Mental Share: 20.7%

市值：5.5 亿美元，心理份额：20.7%

"AIXBT tracks hot discussions on crypto Twitter and uses its proprietary engine to identify strong narratives and trends… AIXBT token holders can access its analytics platform."

“AIXBT 跟踪加密 Twitter 上的热门讨论，并使用其专有引擎来识别强有力的叙述和趋势……AIXBT 代币持有者可以访问其分析平台。”

· Virtuals (@virtuals_io)

· 虚拟 (@virtuals_io)

Market Cap: $4 billion, Mental Share: 20.7%

市值：40 亿美元，心理份额：20.7%

Virtuals designed an Initial Token Offering (IAO) model, allowing users to generate new AI agents by locking $VIRTUAL, and the created tokens will automatically pair with the locked $VIRTUAL to form a liquidity pool. According to Dune panel data on January 1, nearly 13,000 AI Agents have been launched based on Virtuals.

Virtuals设计了初始代币发行（IAO）模型，允许用户通过锁定$VIRTUAL来生成新的AI代理，创建的代币将自动与锁定的$VIRTUAL配对，形成流动性池。根据1月1日Dune面板数据显示，基于Virtuals已经推出了近13000个AI Agent。

Data source: Dune:@hashed_official/Virtuals Protocol's AI Agent Launchpad

数据来源：Dune:@hashed_official/Virtuals Protocol 的 AI Agent Launchpad

· AI16Z (@ai16z_dao)

Market Cap: $2 billion, Mental Share: 8.57%

市值：20 亿美元，心理份额：8.57%

The project structure and the relationships between various entities are as follows: ai16z is a permissionless DAO, with tokens ai16z and degenai; ElizaOS is an open-source AI agent framework; Eliza Labs is responsible for developing elizaOS; the ELIZA token is developed by an independent team, supported by the team but not an official product.

项目结构和各个实体之间的关系如下： ai16z 是一个无需许可的 DAO，拥有代币 ai16z 和 degenai； ElizaOS是一个开源AI代理框架； Eliza Labs负责开发elizaOS； ELIZA 代币由独立团队开发，得到团队支持，但不是官方产品。

· Fartcoin (@FartCoinOfSOL)

· 法特币 (@FartCoinOfSOL)

Market Cap: $900 million, Mental Share: 6.93%

市值：9 亿美元，心理份额：6.93%

Fartcoin is located in the Solana ecosystem and is a meme coin conceived by Terminal of Truth (CTO), allowing users to submit fart jokes and memes in exchange for tokens, with the help of sentient robots to tokenize farts.

Fartcoin位于Solana生态系统中，是Terminal of Truth（CTO）构思的模因币，允许用户提交放屁笑话和模因以换取代币，借助有感知的机器人将屁代币化。

· Zerebro (@0x_zerebro)

· 泽雷布罗 (@0x_zerebro)

Market Cap: $560 million, Mental Share: 4.36%

市值：5.6 亿美元，心理份额：4.36%

The Zerebro project is 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 (such as Twitter, Instagram, Spotify, and Polygon).

Zerebro 项目是一个专注于艺术创作和内容生成的自主运营 AI 代理，能够独立创作音乐、模因、艺术品和 NFT，并跨多个平台（如 Twitter、Instagram、Spotify 和 Polygon）进行交互和操作。

· Griffain (@griffaindotcom)

· 格里芬 (@griffaindotcom)

Market Cap: $380 million, Mental Share: 3.53%

市值：3.8 亿美元，心理份额：3.53%

Griffain is a new AI Agent built on the Solana blockchain. Its design aims to simplify user interactions with cryptocurrencies by integrating personal and professional AI agents. Griffain can automatically handle complex tasks such as wallet management, token trading, and NFT minting.

Griffain 是建立在 Solana 区块链上的新型人工智能代理。其设计旨在通过集成个人和专业人工智能代理来简化用户与加密货币的交互。 Griffain 可以自动处理钱包管理、代币交易、NFT 铸造等复杂任务。

· SNAI (@swarmnode)

· SNAI（@swarmnode）

Market Cap: $83 million, Mental Share: 1.95%

市值：8300 万美元，心理份额：1.95%

SNAI is the token behind the cloud server protocol SwarmNode.ai (SNAI) agent platform.

SNAI 是云服务器协议 SwarmNode.ai (SNAI) 代理平台背后的代币。

· GOAT (@truth_terminal)

· 山羊 (@truth_terminal)

Market Cap: $560 million, Mental Share: 1.91%

市值：5.6 亿美元，心理份额：1.91%

Gospel of Goatse is a meme coin released from the Pump Fun platform, fine-tuned by the AI platform terminal of truths, trained on data from Reddit, 4chan, and others.

Gospel of Goatse 是一款从 Pump Fun 平台发布的 meme 币，由真理的 AI 平台终端进行微调，并根据 Reddit、4chan 等数据进行训练。

· ARC (@arcdotfun)

· ARC（@arcdotfun）

Market Cap: $300 million, Mental Share: 1.

市值：3 亿美元，心理份额：1。