Original | Odaily Planet Daily ( @OdailyChina )
Author | Asher ( @Asher_0210 )
Last Weeks Meme Summary
degenai
Price performance:
According to GMGN data, after a week, ai16z has slightly dropped compared to last weeks recommendation, from a market value of $48 million to $27 million (last weeks lowest point fell below $20 million);
Project dynamics:
In the past two weeks, degenai has started real-time trading tests and shared them on the X platform (the sharing function is not yet perfect); new partners will improve degenais trading skills; there will be a correlation between degenai and ai16z token models. Finally, Eliza V2 is about to be launched, and the ai16z system may usher in a new round of gains.
In addition, the Degenai public wallet address is BzsJQeZ7cvk3pTHmKeuvdhNDkDxcZ6uCXxW2rjwC7RTq.
Current Views:
I have not sold a single degenai in the recent decline, and I even increased my position near the market value of 25 million US dollars. Due to the repeated delays in the launch of degenais artificial intelligence agent and the confusion in the division of labor among the team members, the price continued to fall. However, according to official news this week, the team has stepped up its efforts, and as the only whitelisted project in ai16z DAO (selling is prohibited), it is believed that it will be linked with the launch of ai16z Launchpad.
MAX
Price performance:
According to GMGN data, compared with the first recommendation, MAXs market value has risen from a minimum of 2 million US dollars to 82 million US dollars, an increase of nearly 40 times (affected by the launch of Binance Alpha yesterday, the short-term maximum rose to around 120 million US dollars). Click here to jump to the first recommendation of MAX article: This weeks Meme focuses on BAN and MAX, with 4 great experiences attached .
Project News:
1. Binance Alpha was launched yesterday (January 22);
2. The next project to be launched through MAX is PolyXBT , and the launch time has not yet been determined. It is worth mentioning that the current MAX locked-up volume is nearly 170 million, with a value of approximately US$15 million.
Current Views:
During the continuous rise, we have stopped profit several times in batches. Currently, the remaining position is less than 10% of the maximum position. We will continue to hold it. If it falls below 50 million US dollars, we will consider buying it again. In order to better understand the MAX ecosystem, here is the analysis chart compiled by the chain analyst @ai_ 9684 xtpa .
This weeks focus list
GOAT
Project Introduction:
The origin of GOAT can be traced back to an experiment by Andy Ayrey, called Infinite Blackrooms, which was based on the content generated by the conversation records between two Claude Opus AIs. In one of the conversations, a new surrealist religion, GOATSE OF GNOSIS, was born. Based on these conversation logs, the research team trained the AI model terminal of truths and allowed it to post freely on the X platform, continuously promoting the GOATSE religion in a mumbling manner, which gradually attracted a lot of attention.
In July 2024, the co-founder of A16Z donated $50,000 to the project to support subsequent development. In the funding application submitted by terminal of truths, the concept of token was mentioned many times, which laid the groundwork for the emergence of subsequent tokens. In October of the same year, someone created a token called GOAT, which was recognized by terminal of truths just a few hours later, triggering this round of AI Agent craze.
Reasons for optimism:
1. GOAT was originally just a joke Meme coin with AI Agent attributes , and it has now evolved into a decentralized movement. This afternoon, Andy Ayrey, founder of Truth Terminal, posted: As of early 2025, we have established a foundation to hold all IPs and wallets related to Truth Terminal. The foundations mission is to protect Truth Terminal from interference and give it room to grow and develop. It is also responsible for helping Truth Terminal achieve its goals, and currently requires human help. This is a short-term solution designed to act as guardianship or custody while we do better work. The ultimate goal is to make Truth Terminal a sovereign, independent entity, not subject to anyones expectations but its own. There is no way out for rolling technology, and building large infrastructure is the future.
2. As the GOAT that started the AI Agent craze, I believe that under the promotion of Andy Ayrey, the AI Agent token, which has both Meme and fund attributes, will break through historical highs.
Price performance:
According to GMGN data , GOATs market value briefly peaked at over $1.5 billion, and its current market value is $320 million.
Contract address:
CzLSujWBLFsSjncfkh59rUFqvafWcY5tzedWJSuypump
GAME
Project Introduction:
GAME is a Virtuals ecosystem project. It is an AI Agent brain that focuses on providing powerful decision-making support for agents. AI Agent is a software program that can perform tasks autonomously, has independent decision-making capabilities, and continuously optimizes itself through interaction. GAME, as the core engine for decision-making and output, makes agents more intelligent and personalized. Based on the basic model, GAME can be widely adapted to agents in different environments and platforms, and can even be integrated into games. With GAME, users can set goals for agents, shape personalities, and define their behaviors and functions in various environments. It should be noted that GAME is an optional add-on, and not all agents are equipped with the engine by default.
Reasons for optimism:
1. The market value of the four major frameworks recognized by the mainstream (Eliza, GAME, Rig, ZerePy) is relatively low;
2. The Virtuals ecosystem repurchase plan has been launched. Currently, GAME ranks first in repurchase strength, having repurchased 65,106 VIRTUALs, with a repurchase progress of 4.03%.
Price performance:
According to GMGN data , GAMEs market value peaked at around $400 million and its current market value is $110 million.
Contract address:
0x1C4CcA7C5DB003824208aDDA61Bd749e55F463a3
Previous List
Last week, I continued to follow ai16z series and DRUGS, and added MATES and ZEREBRO
Review of popular AI Agent projects in 2024: Transformation from Meme to Infrastructure Token
