Original | Odaily Planet Daily ( @OdailyChina )
Author | Asher ( @Asher_0210 )
Last Weeks Meme Summary
ai16z series (ai16z, ELIZA, degenai)
Price performance:
For the three projects in the ai16z series, according to GMGN data, after a week, ai16z has dropped slightly compared to last weeks recommendation, from a market value of US$1.8 billion to US$1.67 billion (last week it fell to below US$1 billion); ELIZA has risen nearly 35% compared to last weeks recommendation (market value increased from US$78 million to US$105 million); degenai has dropped slightly compared to last weeks recommendation, from a market value of US$55 million to US$48 million (last week it fell to below US$30 million).
Project News:
1. ELIZA has released a Litepaper and a new token economic model. Ava, the developer of Eliza Wakes Up, posted on X that Eliza Wakes Up is a comprehensive AI companion framework powered by the ELIZA token on Solana, which aims to combine advanced companion AI with sustainable token economics. The technical highlights of Eliza Wakes Up include: persistent memory architecture, core memory system, daily logging, and a naturally evolving relationship mechanism without XP. Highlights of ELIZAs new token economic model include: 10% of net proceeds are used for the repurchase and destruction of ELIZA, 10% are converted to ELIZA and donated to ai16z DAO, and 80% are used for development, infrastructure, and marketing;
2. Last night, Ava, the developer of Eliza Wakes Up, posted on X that ELIZA is currently working with partners to build a humanoid robot, which is a combination of robotics, artificial intelligence, and encryption technology.
3. The streaming development of Eliza v2 is about to start. Shaw, the founder of ai16z, posted on the X platform: Its time to start building. I will deal with some internal affairs in the next two days, and then I will start the streaming development of Eliza v2. The v2 version will be more flexible and extensible, and can support more use cases and complex interactions. Compared with the current framework version, the changes in the v2 version include full autonomy, a unified wallet abstraction layer, a plug-in registry, easy setup and installation of new features, event-driven/easy access, modularity and common types, so you can cover and modify it according to your own use cases.
Current Views:
Still firmly holding, and not selling tokens during the decline. Recently, ELIZA has rebounded nearly three times from the bottom. Whether it is the launch of new token economics or the combination with artificial intelligence and robotics, the community is full of confidence in its future development. As the spiritual totem of the a16z ecosystem, combined with a series of recent project updates, it is believed that ELIZAs market value will soon exceed 200 million US dollars. In addition, according to official news, degenai has successfully achieved transactions and tweets on a test account, and it is believed that the official launch is just around the corner. The recent continuous rise in the price of aixbt has also brought more expectations for the market performance of degenai products after they are launched.
DRUGS
Price performance:
According to GMGN data, after a week, DRUGS fell nearly 50% compared to last weeks recommendation (market value fell from US$47 million to US$24 million).
Project News:
1. Release the roadmap from January to February 2025, mainly focusing on its framework BADDIE;
2. Bio Protocol co-founder Paul Kohhaas posted on the official Twitter account that he personally donated $690,000 worth of BIO tokens to the Big Pharmai community.
Current Views:
Except for the floating profit from the last weekend, the previous positions are almost halved, so I decided to give the DeSci sector some time. Obviously, the market is not hot on the DeSci sector, and the two RIFs and URO on Pump Science are also continuing to fall. Although DRUGS has not rebounded significantly, I think it has the concept of AI Agent and is preparing to open source its framework code in the near future, so it is worth waiting for a while.
This weeks focus list
MATES
Project Introduction:
Moemate (token is MATES) is an AI Agent platform designed to empower technical and non-technical users to create and manage. Moemates Agent framework is Skillz, which spans multimodality (see, hear, speak) and multimedia (X, Discord, Telegram, AR/VR, games). It is highly interactive and can be used both on-chain and off-chain. It also provides code-free tools that allow anyone to turn ideas into reality.
Reasons for optimism:
1. At 0:00 on January 15, MATES was launched with an initial circulation market value of US$35 million, of which the community round quota was US$350,000. It was sold out in just 10 seconds, which shows how popular it is;
2. ai16z founder Shaw was previously the CTO of the Moemate project;
3. AI Agent Nebula , which has been launched, became popular through TikTok live broadcast in a short period of time. It joked with the audience through chatting, and attracted more than 1,000 viewers and 5,000 likes in a single live broadcast;
4. The upcoming AI Agent Launchpad platform mates.lo is supported by MATES tokens, and these AI Agents will be built based on the Skillz framework.
Price performance:
According to GMGN data , MATESs market value peaked at around US$250 million and its current market value is US$177 million.
Contract address:
MAtesZXcU38mgPuteRFo9ApCauYRRuwn3xf1cs5y7ZX
ZEREBRO
Project Introduction:
ZEREBRO was developed by a team led by Jeffy Yu. During the training process, a large number of Z-generation slang data sets were added to make its language style more down-to-earth, especially attractive to young users on Twitter. With its music, ZEREBRO has gradually gained widespread attention. It has released two EPs, genesis and the miami pack, and an album, Lost In Transmission, with more than 26,000 monthly listeners on Spotify. In addition, ZEREBRO also has the functions of creating Memes and minting NFTs, further expanding its influence in digital culture. At present, ZEREBRO has launched its framework ZEREPY.
Reasons for optimism:
1. The market value of the four major frameworks recognized by the mainstream (Eliza, GAME, Rig, ZerePy) is relatively underestimated;
2. The only project classified as Launchpad + Agent in the Franklin Templeton AI Agent Report (click here to view the full text: Franklin Templeton AI Agent Report, 10 projects worth paying attention to );
3. Have a cooperative relationship with ai16z.
Price performance:
According to GMGN data , ZEREBROs market value peaked at around $850 million and is currently valued at $300 million.
Contract address:
8x5VqbHA8D7NkD52uNuS5nnt3PwA8pLD34ymskeSo2Wn
Previous List
Last week, I continued to focus on ai16z series and DRUGS, and added Aimonica and HYPER
Review of popular AI Agent projects in 2024: Transformation from Meme to Infrastructure Token
