Original | Odaily Planet Daily ( @OdailyChina )
Author | Asher ( @Asher_0210 )
Last Weeks Meme Summary
ai16z series (ai16z, ELIZA, degenai)
Price performance:
For the three projects of the ai16z series, ai16z, ELIZA and degenai, according to GMGN data, after a week, ai16z rose by nearly 140% compared with last weeks recommendation (market value increased from US$380 million to US$900 million); ELIZA rose by 130% compared with last weeks recommendation (market value increased from US$31 million to US$72 million); degenais weekly increase was 26.8%.
Project News:
1. The first Solana AI Hackathon is now online, and the AI Agent main track is supported by ai16z and the Solana Foundation.
The AI Agent main track is supported by ai16z and Solana Foundation
2. ai16z partner Shaw posted on the X platform on December 10 that the AI agent pmairca currently only conducts automated transactions, but will soon conduct autonomous investments. He also stated that pmaircas goal is AGI (artificial general intelligence).
AI agent pmairca will soon invest autonomously
3. Degenai is an artificial intelligence agent that is about to be launched. 8% of the funds generated by the ai16z DAO fund will be used to repurchase Degenai. Degenai is the only token whitelisted by the foundation, which means that it is prohibited to sell.
Current Views:
As the market value of ai16z exceeds 900 million US dollars, it has attracted more and more attention. However, ELIZA and degenai, the ai16z series, are still in their early stages. My personal conclusion is that the market value of degenai will be limited by ai16z, but ELIZA will not. Eliza is not only an all-round agent, but also has Meme attributes and is even the spiritual totem of ElizaOS.
MAX
Price performance:
According to GMGN data, after a week, MAX has risen nearly 6 times compared to last weeks recommendation (market value increased from $2.2 million to $15 million);
Project News:
1. AI Agent Launchpad will be launched soon. MAX holders will be given a whitelist of Launchpad projects and participate in early purchases.
MAX holders will be whitelisted for Launchpad projects
2 The prediction market has been launched. Use MAX tokens to participate in predicting BTC trends at 5-minute intervals.
Current Views:
The AI Agent Launchpad launched this morning is the highlight. MAX holders can obtain the whitelist qualification for the Launchpad. MAX can be understood as a golden shovel. As long as the projects launched are profitable, the price of MAX tokens will continue to rise, forming a positive cycle. At present, the project focuses on the launch time of the platform and the performance of the projects launched.
other
In addition to the ai16z series and MAX that are highlighted above and account for a large proportion of holdings, during the plunge last week, according to the Meme strategy of last week, BAN with a market value of about US$100 million was bought. Currently, it has a small loss and is being held. Judging from yesterdays Meme rebound, the hot money on the chain is still concentrated in AI Meme-related concepts, so I do not plan to cover my positions, and will consider selling most of my positions when BAN soars, focusing on AI Meme concepts and animal Meme concept projects.
This weeks focus list
WORM
Project Introduction: An AI project that puts the brain of an organism on the chain for human interaction. DeepWorm is not an LLM or AI model, but a real worm brain whose neural map is measured through biological research and supported by Oyster TEE, the trusted execution environment infrastructure of Marlin Protocol. The ultimate goal of DeepWorm is to achieve verifiable on-chain neural computing.
Reasons for optimism:
1. AI+DeSci+animal concept. DeepWorm not only pioneered the track of digital life, but also integrated the narrative of artificial intelligence and decentralized science, and used the image of worm, which also included the concept of animal system.
2. Top team strength. The core developers of DeepWorm are from the main team of @MarlinProtocol , and its open source code base can be viewed in GitHub (link: https://github.com/BrainsOnChain/DeepWorm). Moreover, on the first day that DeepWorm was appointed as CTO, @MarlinProtocol pinned an announcement of its partnership with Worm.
3. Big V platform. Previously, BitMEX co-founder Arthur Hayes called out, WORM to a billy. The current market value has dropped by more than 50% compared to when Arthur Hayes called out, which is worth ambush.
Price performance: According to GMGN data , WORMs market value fell from a peak of over 80 million US dollars to a low of below 15 million US dollars. Its current market value is 24 million US dollars.
Contract address:
DwDtUqBZJtbRpdjsFw3N7YKB5epocSru25BGcVhfcYtg
Cheems
Project introduction: Cheems initially launched on the zkSync mainnet and immediately carried out a 100% airdrop activity. Its market value once rose to tens of millions of dollars, but as the popularity declined, its market value fell to less than one million dollars. After Cheems migrated to the BSC chain, its performance was once again outstanding. It can be said that Cheems is the best performing Meme project in the BNB Chain ecosystem during this period.
Reasons for optimism:
1. The leader of BNB Chain ecological meme projects. From the perspective of market value, community popularity and other dimensions, Cheems can be regarded as the leader of BNB Chain ecological meme projects. With Binance successively launching BNB Chain ecological meme projects such as Cheems and KOMA, it may indicate that the meme craze on BNB Chain is rising. While focusing on the concept of AI Meme, it is a good strategy to ambush the leader of BNB Chain ecological meme projects with a small position.
2. The community atmosphere is good and the price is strong. After the market value plummeted to the range of 120 million to 140 million US dollars on the day of the Binance rat trading incident, Cheems price performance was very strong (which also prevented me from buying it at the bottom of the market value of 100 million US dollars), and the community atmosphere is good under the leadership of large investors.
Price performance:
According to on-chain data, WORMs market value has peaked at over $280 million and is currently $180 million.
Contract address:
0x0DF0587216a4a1bB7d5082fdc491d93d2dD4B413
other
After Coinbase launched MOODENG, a hippopotamus, yesterday it announced the launch of PNUT, a squirrel. It can be seen that Coinbase is embracing memes, especially animal memes. Therefore, in addition to MOODENG and PNUT, which are listed on Coinbase, other leading animal meme projects are also worth paying attention to, and they may become the next projects to be listed on Coinbase. The specific animal meme projects that are worth paying attention to are: FLOKI, BRETT, DOG, and Neiro ( For detailed analysis, see the article: After PEPE, what is the next animal meme that will hit a market value of 10 billion? )
Previous List
Last week, Meme focused on BAN and MAX, with 4 tips from experts
