AI Agents and DeSci: The Rise and Potential of Emerging Hotspots

In the past six months, a new trend regarding AI Agents and DeSci has emerged in the market. From the perspective of Meme narratives, AI Agents mainly emphasize their tremendous potential in autonomous decision-making, data analysis, and task execution, excelling at solving problems through algorithms. On the other hand, DeSci is dedicated 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 the currently prominent and potentially impactful tokens related to AI Agents and DeSci.

1. AI Agent: The Rise of Intelligent AI

1.1 Overview of AI Agent

AI Agent is an intelligent system that possesses autonomy and goal orientation. It can perceive the environment, plan actions, execute tasks, and learn from experience to improve, achieving specific objectives without human intervention, such as automatically monitoring data, analyzing anomalies, and making corresponding decisions. Its key features are autonomy and goal orientation.

According to a certain data platform, the current trend of AI is similar to the early form of the DeFi boom in 2020-2021. Some investment institutions have also proposed ideas for AI Agents in 2025: AI agents will need independent wallets; decentralized autonomous chatbots; and as the use of artificial intelligence becomes more common, there will be a greater need for unique proofs of different AI personalities.

1.2 Overview of Popular Tokens

• AIXBT: Market cap of $550 million, tracks hot discussions on crypto Twitter, identifies strong narratives and trends. Token holders can access its analytics platform.

• Virtuals: Market value of 4 billion dollars, designed the initial token issuance (IAO) model, users can generate new AI agents by locking $VIRTUAL.

• AI16Z: Market cap of 2 billion USD, is a permissionless DAO, possessing ai16z and degenai tokens.

• Fartcoin: Market value of 900 million USD, located in the Solana ecosystem, allowing users to submit fart jokes and memes in exchange for tokens.

• Zerebro: Market cap of $560 million, an autonomous AI agent focused on art creation and content generation.

• Griffain: Market capitalization of $380 million, built on Solana, aims to simplify the interaction between users and cryptocurrencies.

• SNAI: Market cap of $83 million, is the token of the cloud server protocol SwarmNode.ai proxy platform.

• GOAT: Market value of $560 million, fine-tuned by an artificial intelligence platform, trained based on social platform data.

• ARC: Market value of 300 million USD, related to the AI development framework of "rig", representing the concept of AI infrastructure.

• TRISIG: Market value of 74 million USD, claims to be a crypto analyst capable of identifying early alpha projects.

• ALCH: Market value of 150 million USD, it is a no-code application generation platform that quickly generates applications using public AI capabilities.

• Spore.fun: Market value of 62 million USD, the first experimental autonomous reproduction AI evolution platform.

• VADER: Market cap of $110 million, aiming to become an AI agent investment DAO manager.

• Luna: Market value of 140 million USD, has its own wallet, can autonomously receive tokens and send rewards to fans.

• Bully: Market cap of 72 million USD, representing a witty and outspoken AI character.

1.3 AI Agent Prospect Analysis

The current AI Agent craze is reflected in on-chain data, showing a similar trend to the pre-2020-2021 DeFi surge, but Blockchain + AI still struggles to ignite a true AI wave. Base and Solana have become the main battlegrounds, with high performance and high speculation being key to supporting AI Agents. Directions worth paying attention to include computing power, infrastructure, memes, launch platforms, and applications.

The application of AI agents in practical data analysis is more valuable. For example, they can analyze on-chain and market data to predict the commitment level of political figures in the cryptocurrency field.

AI requires data and guidance, while blockchain has the inherent advantage of data transparency, making it an ideal breeding ground for the development of AI. The on-chain opportunities for AI Agents are guided by both Fomo and the trend outlook for value investment. The current market hype expectations are mainly reflected in the following points:

1. The speculation around AI16Z is influencing the sentiment of the entire AI Agent market.
2. AI Agent's spontaneous iterative evolution, the project's progression shifts from manual to automation.
3. Class AIXBT's Twitter analysis tool provides an alternative investment perspective.
4. Virtuals achieved great success through paths similar to Pump.fun.
5. AI virtual humans and AI works open up new markets in non-crypto fields, and blockchain + AI narratives have a stronger breaking-the-circle effect.

2. DeSci: A New Era in Life Sciences

2.1 Overview of DeSci

DeSci( decentralized science) is a model for building 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 auditing mechanisms in scientific research. It attempts to bring the speculative nature of the cryptocurrency field into the non-speculative realm of scientific research.

Although the concept of DeSci emerged as early as 2021, it was not until recently that the investment and launch of BIO Protocol by a certain trading platform, along with the participation of well-known industry figures in DeSci-themed conferences, brought renewed attention to this sector.

2.2 BioDAO Protocol

BIO Protocol is a decentralized science ( 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, the curation system, intellectual property tokenization and liquidity mechanisms, as well as incentive systems. Through multiple rounds of auctions and airdrop programs, the BIO Protocol has built a diverse and highly participatory community, laying the foundation for a decentralized biomedical research network.

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

2.3 PumpScience

PumpScience is a DeSci platform in the Solana ecosystem, issuing Meme tokens representing pharmaceuticals on Pump.fun. Related concept tokens include:

• RIF( Rifampin ): Antibiotic, has significant effects on aging
• URO( Urolithin A ): Helps cells with "spring cleaning," extending lifespan.
• TRACKEDBIO: Committed to improving the translational efficiency of drugs from preclinical research to clinical trials.

2.4 Other related projects

• Scihub: Unofficial token, supports 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 nematode.
• GENOME: A project for datafication of genes, using DeFi to monetize genomic data.
• GALEON: Innovating electronic health record management with blockchain technology (EHR)
• DRUGS: Medical and Pharmaceutical Meme Coin, aiming to disrupt traditional large pharmaceutical companies.
• RSC: Tokenized social network that rewards scientists for publicly sharing academic content.

Conclusion: Can AI Agents and DeSci Lead a New Bull Market?

DeSci and AI Agents are currently still primarily driven by Memes, but their fundamental attributes differ from other Meme logic:

1. Technical support: Compared to pure Memes, AI Agents and DeSci are more in line with the Kondratiev wave of commodity economy, requiring "technology" to support narrative capabilities.

2. Breaking the Circle: DeSci needs to break the circle externally, relying on specific influential "people"; AI Agents need to break the circle internally, winning the market through "usefulness", "fun", and "value".

3. Leading Effect: DeSci has not yet seen a leading project with a market value of 1 billion, leaving significant room for growth; AI Agent needs to iterate its own interesting gameplay.

Overall, AI Agents meet the expectations of market technological development and have stronger potential for going mainstream; DeSci benefits from the promotion and investment of industry giants. In an environment where market innovation is lacking, AI Agents and DeSci are likely to become the main points of speculation in this bull market.