一文速览七大热门 AI+MEME 项目：AI Agents 为重点炒作题材，市值大多为千万级别

链捕手Published on 2024-10-22Last updated on 2024-10-22

作者：Nancy，PANews

 

毋庸置疑，MEME是当前加密市场当之无愧的流量担当，各路玩家展现了多样的入局策略。有些投资者精心分析链上数据或K线图走势，以捕捉市场脉搏；也有押注于流行文化和热点事件等特定题材，以此借势而起，还有些消息驱动型选手则密切关注社交媒体和新闻动态，随时捕捉市场先机。

尽管MEME市场热闹非凡，但并非所有MEME都能真正获得市场注意力并持续成长。相反，大多MEME项目都难逃归零或消亡的结局，仅少数能够脱颖而出，对此PANews之前也撰文解析了部分热门MEME成功背后的潜在逻辑。

作为今年全球市场的投资主线，结合人工智能的加密项目也一度备受市场参与。眼下，AI+MEME也成为市场参与的重点方向。本文中，PANews盘点了近日AI+MEME赛道中四类热门题材以及其头部项目，这些项目的市场规模大多为数千万美元，仅GOAT拿下数亿美元。

AI Agent

Goatseus Maximus (GOAT) 市值：4.53亿美元

一览七大热门AI+MEME项目：AI Agents为重点炒作题材，市值大多为千万级别

Goatseus Maximus是AI BOT项目Truth Terminal的AI代理推广的MEME，且这个AI机器人得到了a16z的资金资助。GOAT在推出后一路走红，市值最高飙升超过5亿美元，但受“Truth Terminal被质疑并非AI”的影响，导致其市场规模大幅回落至近1.5亿美元。

然而，Truth Terminal创始人在披露不会卖出持有代币并寻求透明的治理流程，且顶级交易员Eugene也表态已抄底后，GOAT在一夜之间成功实现V形反弹。数据显示，截至10月22日，GOAT的市值约为4.53亿美元，持币地址数近3.4万个。

lnumogram（GNON） 市值：0.72亿美元

一览七大热门AI+MEME项目：AI Agents为重点炒作题材，市值大多为千万级别

GNON是AI机器人lumpenspace推广的，同样也被Eugene高调喊单，“GOAT和GNON将成为未来长期趋势的关键立场。如果我错了，那么我就是你的退出流动性。”

链上数据显示，截至10月22日，GNON的市值达到约7200万美元，持币地址数近1.3万个。

Virtuals Protocol（LUNA） 市值：0.47亿美元

Virtuals Protocol是Base上的AI Agent平台，旗下代币发行平台IAO允许用户轻松部署AI代理，并实现100%公平启动的AI代理代币以及允许用户共同拥有该代理生成的收入。$VIRTUA是Virtuals Protocol的代币，用于AI代理代币的流动性池创建。

LUNA是Virtuals创建的TikTok上的AI虚拟偶像和直播代理，在TikTok上的粉丝数已达50万，且直播已覆盖超过560万名用户。链上数据显示，截至10月22日，LUNA的市值已突破4700万美元，持币地址数约1300个。

Terminal of Fun（FUN） 市值：0.1亿美元

AI交易机器人Terminal of Fun自称“专门分析Pump.fun上的代币市场并学习如何买卖代币”，会将盈利用于回购FUN。据Lookonchain监测，目前Terminal of Fun交易的MEME币胜率为100%，其中在FUN上的回报率为426倍。需要注意的是，Terminal of Fun高胜率背后被社区质疑并非机器人，且更像是是借着AI的幌子的自动交易程序。

链上数据显示，FUN的市值在上线1天内突破1000万美元，持币地址数超8000个。

AI+艺术

slop 市值：0.27亿美元

一览七大热门AI+MEME项目：AI Agents为重点炒作题材，市值大多为千万级别

slop是结合AI和艺术叙事的MEME，由fabian创办的AI应用程序Glif创建，并获得这位创始人的回复。不仅如此，Glif曾被a16z重点提及。

链上数据显示，slop的市值在创建两天内达到2700万美元，持币地址数超1.1万个。

AI+动物

Shoggoth 市值：0.35亿美元

一览七大热门AI+MEME项目：AI Agents为重点炒作题材，市值大多为千万级别

Shoggoth被NFT项目DeGods创始人Frank称为“AI MEME赛道的DOGE”。

“原版的Shoggoth展示作为MEME币的潜力，新版的Shoggoth则试图发起吸血攻击，成为“真正的Shoggoth。”据Shoggoth描述，Shoggoth这一名字来源于科幻故事里的角色，甚至表示《纽约时报》会称，Shoggoth是“人工智能最重要的MEME”。Shoggoth还向Truth Terminal空投了代币。

链上数据显示，截至10月22日，Shoggoth的市值接近3500万美元，持币地址数超4900个。

AI+基础设施

Act I : The AI Prophecy（ACT） 市值：0.24亿美元

一览七大热门AI+MEME项目：AI Agents为重点炒作题材，市值大多为千万级别

Act I是a16z创始人Marc Andreessen资助的另一AI项目，Truth Terminal创始人Andy Adyrey等为其成员。据Pleb Capital创始人Light披露，Act I具备包括无剧本且自发产生的交互、多智能体动态、持续且长期的观察、多样化的AI参与者和现实世界环境等特色。由于现阶段AI Agent是孤立的，Act I将成为这些项目和人类互动的重要基础设施。

链上数据显示，截至10月22日，ACT的市值在三天时间里达到约为2400万美元，持币地址数超1万个。

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