AI 代理和 DeSci 驱动的流行模因概述

回复，YBB资本研究员

In the past six months, a new emerging force surrounding AI Agents and DeSci has swept the market. From the perspective of meme-driven narratives, AI Agents focus on their strong potential in autonomous decision-making, data analysis, and task execution, excelling at solving problems through algorithms; meanwhile, DeSci aims to leverage blockchain technology to break traditional research barriers, achieve data sharing and transparency, and promote decentralized knowledge sharing and research funding. This article will summarize and categorize the currently relatively hot and potentially influential meme-related tokens in the market based on the two major directions of AI Agents and DeSci.

在过去的六个月里，围绕 AI Agents 和 DeSci 的新兴力量席卷了市场。从meme驱动的叙事角度来看，AI Agent侧重于自主决策、数据分析和任务执行方面的强大潜力，擅长通过算法解决问题；同时，DeSci旨在利用区块链技术打破传统研究壁垒，实现数据共享和透明，促进去中心化的知识共享和研究资助。本文将根据 AI Agents 和 DeSci 两大方向，对目前市场上比较热门且具有潜在影响力的 meme 相关代币进行总结和分类。

1. AI Agent: Intelligent AI 'Carriage'

1.AI代理：智能AI“交通工具”

1.1 What is an AI Agent?

1.1 什么是AI代理？

AI Agent refers to intelligent systems with autonomy and goal-oriented features, capable of sensing the environment, planning actions, executing tasks, and learning from experience without human intervention to achieve specific goals. For example, an AI Agent can autonomously monitor data, analyze anomalies, and make decisions. The key lies in 'autonomy' and 'goal-driven'.

AI Agent是指具有自主性和目标导向性的智能系统，能够在无需人工干预的情况下感知环境、规划行动、执行任务并从经验中学习以实现特定目标。例如，人工智能代理可以自主监控数据、分析异常并做出决策。关键在于“自主”和“目标驱动”。

According to Messari data as of December s31, 2024, the current AI craze resembles the situation before the early DeFi explosion of 2020–2021. The next day, A16z proposed some ideas for AI Agents in 2025: AI Agents need independent wallets, decentralized chatbots; and with the widespread use of artificial intelligence, there is a need for 'personal proofs' for different AI entities.

根据 Messari 截至 2024 年 12 月 31 日的数据，当前的 AI 热潮类似于 2020-2021 年早期 DeFi 爆发之前的情况。第二天，A16z 提出了 2025 年 AI Agent 的一些想法：AI Agent 需要独立的钱包、去中心化的聊天机器人；而随着人工智能的广泛应用，不同的人工智能实体需要“个人证明”。

1.2 Overview of Popular Tokens

1.2 热门代币概述

> Note: The following rankings are based on dynamic Mindshare consumer mental share rates provided by Cookie DAO.

> 注：以下排名基于 Cookie DAO 提供的动态 Mindshare 消费者心理占有率。

1. AIXBT (@aixbt_agent)

1.AIXBT（@aixbt_agent）

- Market Cap: $550 million, Mind Share: 20.7%

- 市值：5.5 亿美元，思维份额：20.7%

- Introduction: 'AIXBT tracks popular discussions on crypto Twitter, using a self-developed engine to identify strong narratives and trends... AIXBT token holders can use its analysis platform.'

- 简介：“AIXBT 跟踪加密 Twitter 上的热门讨论，使用自主开发的引擎来识别强有力的叙述和趋势……AIXBT 代币持有者可以使用其分析平台。”

2. Virtuals (@virtuals_io)

2. 虚拟 (@virtuals_io)

- Market Cap: $4 billion, Mind Share: 20.7%

- 市值：40 亿美元，思维份额：20.7%

- Introduction: Virtuals designed an IAO (Initial Asset Offering) model that allows users to lock $VIRTUAL to generate new AI Agents, with the generated tokens automatically forming liquidity pools paired with locked $VIRTUAL. According to Dune data from January 1, nearly 13,000 AI Agents have been generated through Virtuals.

- 简介：Virtuals 设计了 ​​IAO（初始资产发行）模型，允许用户锁定 $VIRTUAL 来生成新的 AI 代理，生成的代币自动形成与锁定的 $VIRTUAL 配对的流动性池。根据 1 月 1 日的 Dune 数据，已经通过 Virtuals 生成了近 13,000 个 AI Agent。

Source Data: Dune:@hashed_official/Virtuals Protocol’s AI Agent Launchpad

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

3. AI16Z (@ai16zdao)

3.AI16Z（@ai16zdao）

- Market Cap: $2 billion, Mind Share: 8.57%

- 市值：20 亿美元，思维份额：8.57%

- Introduction: The structure of this project and the relationships between various entities are relatively complex: ai16z is a decentralized DAO that includes both ai16z and degenai tokens; ElizaOS is an open-source AI Agent framework; Eliza Labs is responsible for the development of ElizaOS; the ELIZA token is developed and supported by an independent team but is not an official product.

- 简介：该项目的结构以及各个实体之间的关系相对复杂：ai16z 是一个去中心化的 DAO，同时包含 ai16z 和 degenai 代币； ElizaOS是一个开源AI代理框架； Eliza Labs负责ElizaOS的开发； ELIZA 代币由独立团队开发和支持，但不是官方产品。

4. Fartcoin (@FartCoinOfSOL)

4. 法特币（@FartCoinOfSOL）

- Market Cap: $900 million, Mind Share: 6.93%

- 市值：9 亿美元，思维份额：6.93%

- Introduction: Fartcoin belongs to the Solana ecosystem, conceived by Terminal of Truth (CTO), allowing users to submit jokes or memes related to farting in exchange for tokens; simultaneously, a self-aware robot is responsible for tokenizing 'fart'.

- 简介：Fartcoin属于Solana生态系统，由Terminal of Truth（CTO）构想，允许用户提交与放屁相关的笑话或表情包以换取代币；同时，一个有自我意识的机器人负责标记“屁”。

5. Zerebro (@0xzerebro)

5.Zerebro（@0xzerebro）

- Market Cap: $560 million, Mind Share: 4.36%

- 市值：5.6 亿美元，思维份额：4.36%

- Introduction: Zerebro focuses on autonomous AI Agents for art creation and content generation, capable of independently creating music, memes, artworks, and NFTs while interacting and operating on platforms such as Twitter, Instagram, Spotify, Polygon, etc.

- 简介：Zerebro 专注于用于艺术创作和内容生成的自主 AI 代理，能够独立创作音乐、表情包、艺术品和 NFT，同时在 Twitter、Instagram、Spotify、Polygon 等平台上进行交互和操作。

6. Griffain (@griffaindotcom)

6.格里芬（@griffaindotcom）

- Market Cap: $380 million, Mind Share: 3.53%

- 市值：3.8 亿美元，思维份额：3.53%

- Introduction: Griffain is a new AI Agent built on the Solana blockchain, aimed at providing users with a simpler way to interact with cryptocurrencies by merging personal and professional AI Agents. It can automatically perform wallet management, token trading, NFT minting, and other tasks.

- 简介：Griffain 是一款基于 Solana 区块链构建的新型 AI 代理，旨在通过合并个人和专业 AI 代理，为用户提供更简单的与加密货币交互的方式。它可以自动执行钱包管理、代币交易、NFT铸造等任务。

7. SNAI (@swarmnode)

7.SNAI（@swarmnode）

- Market Cap: $83 million, Mind Share: 1.95%

- 市值：8300 万美元，思维份额：1.95%

- Introduction: SNAI is the token corresponding to the cloud server protocol SwarmNode.ai (SNAI) Agent platform.

- 简介：SNAI是云服务器协议SwarmNode.ai（SNAI）代理平台对应的代币。

8. GOAT (@truth_terminal)

8.山羊（@truth_terminal）

- Market Cap: $560 million, Mind Share: 1.91%

- 市值：5.6 亿美元，思维份额：1.91%

- Introduction: Gospel of Goatse is a meme coin initiated by the Pump Fun platform, fine-tuned by the AI platform Terminal of Truth, and trained on data sources like Reddit and 4chan.

- 简介：Goatse 是一款由 Pump Fun 平台发起、经过人工智能平台 Terminal of Truth 微调、并在 Reddit 和 4chan 等数据源上进行训练的 meme 币。