This week, we will continue to focus on ai16z series and DRUGS, and add METAV and fxn

オリジナル | Odaily Planet Daily ( ＠OdailyChina )

著者 | アッシャー ( アッシャー )

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 risen by more than 150% compared to last weeks recommendation (market value increased from $940 million to $2.4 billion), and hit a record high this morning; ELIZA has risen by 244% compared to last weeks recommendation (market value increased from $45 million to $155 million); degenai has risen by 100% compared to last weeks recommendation ($48 million market cap increased to $96 million).

Project dynamics:

1. ai16z initiated a token economics update proposal , with the following highlights: In the Launchpad phase in the first quarter of 2025, through the acquisition of mature technologies and teams, focus on Eliza framework innovation, including multi-chain integration, etc., increase startup fees, pledge and other value capture mechanisms. について second phase focuses on ecological growth and incentive synergy, allowing multiple products to increase value, strengthen the connection between ai16z tokens, and use buybacks, ecological funds, etc. to incentivize developers. In addition, according to a document shared by contributors, ai16z may consider launching a Layer 1 blockchain specifically for AI applications.

2. Eliza framework ranked first in GitHubs December trend list. Currently, Eliza V2 is in the early development stage, with the goal of improving architecture, scalability, and plugin management. V1 will remain stable and focus on PR, documentation, and fixes. Developers are advised to continue building on V1, and the date for planning to test V2 will be notified later.

3. Regarding the question of whether ai16z is suspected of infringing the a16z trademark, X user @0xjunkdogg said there is no need to worry about this and gave the following explanation: he has communicated with a16z via email; a16zs CTO is currently in ai16zs Discord, but has not yet made a public statement; a16z co-founder Marc Andreessen has forwarded relevant content of the ai16z project; ai16z and a16z are jointly promoting the DUNA project, which is to promote the legalization of DAO in the United States. Previously, a16z has implemented the DAO legal framework in some states, and both parties are currently working to expand its legal coverage.

Current Views:

I still firmly hold ai16z tokens, believing that it is currently in the value discovery stage, and the feeling of missing out is more than FOMO. Currently, among the three projects of ai16z, ai16z is focusing on the update of the new token economic model; ELIZA is focusing on the update of the token economic model around January 10; and degenai is focusing on the launch of the new artificial intelligence agent.

DRUGS

Price performance:

According to GMGN data, after a week, DRUGS has seen a slight increase compared to last weeks recommended price (market value increased from US$23 million to US$52 million).

Project News:

1. DRUGS鈥檚 DAO fund pool exceeded 1 million USD, ranking second in terms of market value on the daos.fun platform.

Current Views:

Hold firmly, and continue to increase positions in batches if there is a sharp drop. BIO, the first project launched on Binance in 2025, is a DeSci concept. It is believed that BIO will drive the entire BIO sector up, and the AI Agent concept is still popular at the moment, so DRUGS, which combines AI Agent and Desci concepts, is believed to have a round of skyrocketing market.

WROM

Price performance:

According to GMGN data, after a week, WORM has seen a slight increase compared to last weeks recommended price (market value increased from US$21 million to US$27 million).

Project News:

Version V1 is officially released. The worm brain runs in the TEE environment of the MarlinProtocol protocol. Its neuron activity responds in real time based on the price of the W ORM token and drives the muscle element to achieve dynamic peristalsis presentation.

Current Views:

A small profit, continue to hold. WORM has a unique narrative (AI+Zoo Meme+DeSci), it is worth the high return.

This weeks focus list

METAV

Project Introduction:

Skely (a member of ai16z) released AI Pool, an AI Agent self-issued token project, which is an innovative AI agent-driven pre-sale system designed to improve the security and transparency of token sales. The first token issued by AI Pool is METAV. But it is worth mentioning that Skelys X account is still banned (for more information about AI Pool and METAV projects, please see: Over 30,000 SOLs raised overnight, is AI Pool, which gives money to AI, the next Bome? ).

Reasons for optimism:

1. ai16z project + the first project pre-sold by AI. AI Pool is a project released by Skely, a member of the ai16z team. Shaw also mentioned it many times before and after the release of the project. In addition, AI Pool is an AI-owned token, with a novel concept. Therefore, as the first project issued on AI Pool, METAV is worthy of attention.

Price performance:

According to GMGN data , METAVs market value has peaked at $80 million and is currently $47 million.

契約住所:

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fxn

Project Introduction:

fxn is the concept of AI cluster (i.e., an AI agent group composed of many AI agents). Users can manage their own resource agents, view resource usage, exchange resources, etc. through this dashboard. It also provides SDKs and APIs to help developers integrate and expand the functions of the FXN network. Various AI agents can share data, and it is an infrastructure project.

Reasons for optimism:

1. Shaw, the founder of ai16z, mentioned two good projects with AI group concepts in the offline Dev Meetup in Shanghai. One is Project89 which I wrote about last week, and the other is fxn.

Price performance:

According to GMGN data , fxns market value is $97 million.

契約住所:

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This article is sourced from the internet: This week, we will continue to focus on ai16z series and DRUGS, and add METAV and fxn

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