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 rose by about 10% compared with last weeks recommendation (market value increased from US$850 million to US$940 million); ELIZA and degenai both showed a significant pullback. The current market value of ELIZA is temporarily reported at US$45 million and the market value of degenai is temporarily reported at US$48 million.
Project News:
1. This week, Shaw attended offline Dev Meetups in Shanghai, Beijing, and Hong Kong. In Shanghai, he was interviewed by Odaily Planet Daily, sharing the latest developments of ai16z, degenai, and the deep cooperation project ELIZA, as well as the impact of the AI sector on Web3 in 2025 (click here to view the full text: Interview with ai16z founder Shaw: How Eliza framework, DAO innovation, and AI will reshape the future of Web3 );
2. Integrate ai16z ecosystem token economics and will announce more details in the near future.
Integrate ai16z ecosystem token economics
Current Views:
Firmly hold ELIZA and degenai, and continue to wait for the AI agent pmairca to make independent investments, the launch of degenais artificial intelligence agent, and the update of token economics after the ELIZA airdrop to the lowercase eliza address is confirmed on January 10, 2025.
Eliza airdrops must be confirmed before January 10th
WORM
Price performance:
According to GMGN data, after a week, MAX has experienced a certain degree of correction compared to last weeks recommended price (the market value dropped from US$28 million to US$21 million).
Project dynamics:
1. The team officially released the DeepWorm documentation (full text link: https://docs.deepworm.xyz/deepworm ). WORM is not only an on-chain brain, but also a framework that combines digital biology and blockchain technology, bringing new possibilities of intelligence and life to the decentralized world.
Current Views:
A small loss, but continue to hold. WORM narrative is unique (AI + animal meme + DeSci). Currently in the early stages of the project, full of expectations for its development.
MAX
Price performance:
According to GMGN data, after a week, MAXs price has significantly fallen compared to last week (the market value has dropped from US$20 million to US$10 million).
Project News:
It launched MAX token staking to obtain the initial share of its AI Agent issuance platform tokens, but the subsequent first issued project RACKS failed due to factors such as the emergence of sniper robots, and the refund process has now been initiated.
RACKS Project Refund Instructions
Current Views:
All positions have been cleared so far, with a comprehensive return of nearly 3 times. If a hot-selling project appears on its issuance platform or the market value of MAX falls below US$5 million, we may consider re-opening positions.
This weeks focus list
DRUGS
Project Introduction:
DRUGS aims to subvert the monopoly business model of traditional large pharmaceutical companies. Since its inception, the project has received widespread support from the BIO ecosystem, including Pump Science, other BIO-related DeSci DAOs, and BIO co-founder Paul himself.
Reasons for optimism:
1. DRUGS is similar to ai16z DAO, and is the largest Dao organization in the DeSci sector. Different DeSci project owners will donate to Big Pharmai’s treasury to get support from DRUGS. Therefore, as the DeSci sector becomes more popular, there may be a steady stream of DeSci project owners binding with it, and there is a lot of room for market value growth;
2. BIO Protocol co-founder and CEO Paul Kohlhaas previously responded on the X platform, proposing to airdrop BIO tokens to communities such as Big Pharmai (DRUGS), and Paul Kohlhaas frequently interacted with Big Pharmai founder Anthony Fauccai;
3. daos.fun may announce something related to DRUGS tokens.
Price performance:
According to GMGN data , DRUGSs market value has peaked at $60 million and is currently valued at $23 million.
Contract address:
CX9YDTED9TWgVXVoFy8JL9gSSAEWcTv4mzjLSv17LQsj
Project89
Project Introduction:
Project89 is a cutting-edge alternative reality game (ARG) based on Solana that combines AI-driven gameplay with real-world elements to create an immersive story experience that blurs the line between virtual and real. Players shape this evolving world by completing missions and team challenges, while AI agents autonomously generate missions. Players creativity and strategy are combined with AIs narrative capabilities to form an evolving gaming experience.
Reasons for optimism:
1. The combination of AI Agent concept and blockchain games gives the market more room for imagination;
2. Gained attention and recognition from Shaw, co-founder of ai16z;
Price performance:
According to GMGN data , Project89s market value briefly exceeded US$100 million at its peak and is currently US$24 million.
Contract address:
Bz4MhmVRQENiCou7ZpJ575wpjNFjBjVBSiVhuNg1pump
