AI Agents and DeSci: Emerging Forces in the Web3 Space

In the past six months, there has been a surge in the market regarding AI Agents and DeSci. From a narrative perspective, AI Agents focus on their potential in autonomous decision-making, data analysis, and task execution, while DeSci is dedicated to leveraging blockchain technology to promote decentralized knowledge sharing and research funding. This article will summarize the currently prominent and potentially significant tokens related to AI Agents and DeSci.

1. The Trend of Intelligence in 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. Its key characteristics are autonomy and goal orientation.

According to data platforms, the current trend of AI resembles the embryonic form of the DeFi boom in 2020-2021. A well-known investment institution has also proposed some ideas for AI Agents in 2025: AI agents need independent wallets; decentralized autonomous chatbots; and with the popularity of artificial intelligence usage, there will be a greater need for unique proofs of different AI personalities.

1.2 Popular Token Review

Here are some popular AI Agent-related tokens:

• AIXBT: Market cap of $550 million, tracking hot discussions on crypto Twitter and identifying potential narratives.
• Virtuals: Market cap of $4 billion, offering an initial token issuance model, allowing users to generate new AI agents by locking tokens.
• AI16Z: Market cap of $2 billion, permissionless DAO with multiple associated tokens.
• Fartcoin: Market cap of $900 million, located in the Solana ecosystem, allows users to submit fart jokes and memes in exchange for tokens.
• Zerebro: $560 million market cap, an autonomous AI agent focused on art creation and content generation.
• Griffain: Market cap of $380 million, built on Solana, aimed at simplifying user interactions with cryptocurrencies.
• SNAI: Market capitalization of $83 million, a token for a cloud server protocol proxy platform.
• GOAT: Market cap of $560 million, a Meme coin trained on data from Reddit, 4chan, and other sources.
• ARC: Market cap of $300 million, AI infrastructure concept token.
• TRISIG: Market cap of $74 million, claiming to be analysts that can identify early alpha projects.
• ALCH: Market value of 150 million USD, no-code application generation platform.
• Spore.fun: Market value of $62 million, an AI evolution platform for self-reproduction.
• VADER: Market cap of $110 million, AI agent investment DAO manager.
• Luna: Market value of $140 million, AI agent with its own wallet.
• Bully: A token with a market value of 72 million, representing a witty and outspoken AI character.

1.3 AI Agent Development Prospects

At this stage, the AI Agent craze is showing a trend similar to the pre-explosion of DeFi in 2020-2021 in terms of on-chain data. Base and Solana have become the main battlegrounds, with high performance and high speculation being the key factors for supporting AI Agents. Notable areas 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 of political figures towards cryptocurrency policies and the actions they may take.

The data transparency of blockchain provides a solid foundation for the development of AI. The on-chain opportunities for AI Agents include both short-term speculation and the potential for long-term value investment. The current market speculation expectations for AI Agents mainly focus on the following points:

1. The continuous pump of certain projects has triggered overall market Fomo sentiment.
2. The AI Agent undergoes spontaneous iterative evolution, and the project's evolution gradually becomes automated.
3. Social media analysis tools provide alternative investment insights and perspectives.
4. Some projects have achieved great success through innovative mechanisms.
5. AI virtual humans and AI works are opening 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 that builds a fair and equal scientific research infrastructure through Web3 technology, aimed at addressing issues such as peer review, funding, intellectual property management, and data transparency and scrutiny mechanisms in scientific research. It attempts to introduce the speculative nature of the cryptocurrency field into the non-speculative realm of scientific research.

The concept of DeSci emerged as early as 2021, but it wasn't until recently that it regained market attention, following investments and the launch of related projects by a trading platform, as well as the participation of industry figures in DeSci-themed conferences.

2.2 DeSci related projects

A certain well-known protocol is a curation and liquidity protocol in the DeSci field, aimed at providing resource support for scientific research projects and promoting scientific innovation. The core components of this protocol include decentralized autonomous organizations, curation systems, intellectual property tokenization and liquidity mechanisms, as well as incentive systems.

The protocol has successfully launched multiple sub-DAOs, covering areas including:

• Longevity Science Research
• Women's Reproductive Health Research
• Anti-aging drug development
• Psychedelic Science Research
• Hair loss problem solved
• Research on Frozen Storage
• Brain Health Research

In addition, there are several sub-DAOs under development that focus on areas such as long-term effects of COVID-19, quantum biology, and genetic disease research.

2.3 Other related projects

• Scihub: Unofficial token that supports open-source research paper websites.
• ANTI and PRO: Quantum Entanglement Combination Token, expressing different attitudes towards Meme Tokens.
• WORM: The first on-chain digital brain, simulating the neural network of the elegant Caenorhabditis elegans.
• GENOME: A genomic data project focusing on the secure monetization of genomic data.
• GALEON: Revolutionizing electronic health record management using blockchain technology
• DRUGS: A medical and pharmaceutical Meme coin aimed at disrupting traditional large pharmaceutical companies.
• RSC: Tokenized social network that rewards scientists for publicly sharing academic content.

Conclusion: The Future Development of AI Agents and DeSci

Although AI Agents and DeSci are currently primarily driven by their Meme form, their fundamental attributes are different from other Meme tokens:

1. Supported by technical aspects, in line with the K-wave cycle of commodity economy.
2. DeSci needs to break out externally, while AI Agent needs to break out internally.
3. The growth of DeSci requires large projects to drive it, while AI Agents rely on their own iterative appeal.

In contrast, AI Agents are more in line with the expectations of market technological development and have stronger potential to break out of their niches; DeSci benefits from the attention of industry leaders and support from investment institutions. In the current environment of insufficient market innovation, AI Agents and DeSci are expected to become major focal points in the next bull market.