AI Agent and DeSci: The Rise of Emerging Forces

In the past half year, a wave of emerging forces regarding AI Agents and DeSci has swept the market. From a narrative perspective, AI Agents focus on their immense 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 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 potential tokens related to AI Agents and DeSci.

1. The Intelligent Frontier of AI Agents

1.1 Overview of AI Agent

An AI Agent is an intelligent system that possesses 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 characteristics are autonomy and goal orientation.

According to the data, the current trend of AI is similar to the early stage of the DeFi craze in 2020-2021. Some views have proposed 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.

1.2 Popular Token Overview

Here are some currently popular tokens related to AI Agents:

• AIXBT: Market cap of $550 million, tracking hot topics in cryptocurrency discussions and identifying strong narratives.
• Virtuals: A market cap of $4 billion, generating new AI agents through locked tokens.
• AI16Z: Market cap of 2 billion USD, a permissionless DAO with multiple related tokens.
• Fartcoin: Market cap of 900 million USD, a meme coin in the Solana ecosystem.
• Zerebro: Market value of $560 million, autonomous AI agent focused on artistic creation.
• Griffain: Market value of $380 million, an AI Agent based on Solana that simplifies crypto interactions.
• SNAI: Market value of $83 million, cloud server protocol token.
• GOAT: A meme coin with a market capitalization of $560 million, fine-tuned by an AI platform.
• ARC: Market value of $300 million, representing the concept of AI infrastructure.
• TRISIG: Market cap of $74 million, claiming to be an AI analyst capable of identifying early alpha projects.
• ALCH: A no-code AI application generation platform with a market value of 150 million USD.
• Spore.fun: Market value of 62 million USD, an AI evolution platform for autonomous reproduction.
• VADER: $110 million market cap, AI agent investment DAO manager.
• Luna: Market cap of $140 million, an AI agent with a self-custody wallet.
• Bully: Market value of 72 million USD, representing a witty and outspoken AI character.

1.3 Analysis of AI Agent Development Trends

The current AI Agent craze shows a similar trend in on-chain data as that before the DeFi boom in 2020-2021. Base and Solana have become the main battlegrounds, with high performance and high speculation being key factors for 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. For example, by analyzing on-chain and market data, it is possible to predict the attitudes and enforcement levels of political figures regarding cryptocurrency policies.

The data transparency of blockchain provides a solid foundation for the development of AI. The on-chain opportunities for AI Agents represent a trend outlook for value investment, while the speculation in the Memecoin market also showcases the hope for the future application of Blockchain + AI.

The current market hype expectations for AI Agents mainly focus on the following points:

1. The continued rise of some projects has driven the overall market sentiment.
2. AI Agent's spontaneous iterative evolution, project evolution tends towards automation
3. The ability to analyze market trends is on par with that of KOLs.
4. Some projects have achieved great success through innovative models.
5. AI virtual humans and AI creations open up new markets in non-cryptocurrency fields, enhancing the breakout effect of blockchain + AI narratives.

2. The Life Science Revolution of DeSci

2.1 Overview of DeSci

DeSci (Decentralized Science) is a model for constructing a fair and equal scientific research infrastructure through Web3 technology, aiming to address issues such as peer review, funding, intellectual property management, as well as data transparency and review mechanisms in scientific research. It attempts to bring innovations from the cryptocurrency field into the realm of scientific research.

Although the DeSci concept emerged as early as 2021, it wasn't until recently that a trading platform invested in and launched BIO Protocol, along with the participation of industry leaders in DeSci-themed conferences, that this sector regained market attention.

2.2 BIO Protocol Analysis

BIO Protocol is a decentralized science (DeSci) curation and liquidity protocol designed to provide resource support for scientific research projects and promote research 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, the BIO Protocol has built a diverse and highly participatory community, laying the foundation for a decentralized biomedical research network.

Currently, BioDAO has successfully launched 7 sub-DAOs, with another 3 in development. The launched sub-DAOs cover fields such as longevity science, women's reproductive health, anti-aging drugs, psychedelic science, hair health, cryopreservation, and brain health. The sub-DAOs in development include research on long-term effects of COVID-19, quantum biology research, and genetic disease research.

2.3 PumpScience Platform

PumpScience is a DeSci platform in the Solana ecosystem, launched by Molecule DAO. The platform issues meme tokens representing pharmaceuticals on Pump.fun, with related concept tokens including:

• RIF: Represents rifampicin, an antibiotic believed to have positive effects on aging.
• URO: Represents Urothelial Stone A, a compound that helps eliminate old mitochondria within cells.
• TRACKEDBIO: Committed to enhancing the drug translation efficiency from preclinical research to clinical trials.

2.4 Other DeSci related projects

• Scihub: Unofficial token that supports open-source research paper website.
• ANTI and PRO: A pair of quantum entangled combination tokens that express different attitudes towards Meme Tokens.
• WORM: The first on-chain digital brain that simulates the neural network of the Caenorhabditis elegans.
• GENOME: A genetic data project focused on the secure monetization of genomic data.
• GALEON: Innovating electronic health record management using blockchain technology.
• DRUGS: A medical and pharmaceutical Meme coin aimed at disrupting traditional large pharmaceutical companies.
• RSC: A tokenized academic social network that rewards scientists for publicly sharing academic content.

Conclusion: Future Prospects of AI Agents and DeSci

Although AI Agent and DeSci are currently primarily driven by memes, their fundamental attributes differ from other meme tokens:

1. Technical support: Compared to pure memes, AI agents and DeSci have a stronger technical foundation, which is more in line with the development cycle of commodity economy.

2. Breaking the Circle Method: DeSci relies more on external influence, requiring real-world researchers to drive it; AI Agents need to achieve internal breaking of the circle through their practicality and fun.

3. Growth Logic: The DeSci track has not yet seen the emergence of major market cap leading projects, and growth relies more on significant investments and support; AI Agents need to continuously iterate on their gameplay and applications.

Overall, AI Agent has stronger potential for going mainstream due to its alignment with technological development trends; DeSci benefits from the attention of industry experts and support from investment institutions. In the current market environment, which lacks innovation, AI Agent and DeSci are expected to become the main speculative directions in the next bull market.