AI+ 政府效率部门？新一批 Meme 速通盘又在讲什么故事？

链捕手Published on 2025-01-22Last updated on 2025-01-22

作者：南枳，Odaily 星球日报

 

近几日，市场目光都被 TRUMP 吸引，AI 代币被严重吸血。但在 TRUMP 冲高回落之后，许多 AI 概念代币再次复苏，同时数个新 AI 代币再次崛起。本文将继续聚焦符合「千万级市值」、「中文媒体基本没有报道」、「项目或代币推出不足两周」等要素的代币，探究叙事发展与投资机会。

AGiXT

基本面

创建于 1 月 17 日，最高市值 9000 万美元，当前市值 5930 万美元。

AI 叙事

动态 AI 自动化平台，旨在协调众多供应商之间高效的人工智能指令管理与任务执行。用户能够使用自然语言要求 AI 执行任务，但尚不明确除对话外能够实现什么效果。

（注：AI 供应商这里指的是例如 OpenAI 的 ChatGPT，Anthropic 的 Claude 等不同产品。）

AGiXT 的亮点在于，这是一个真实、长期建设、高关注的贡献，Github 数据非常亮眼。

DOGEAI

基本面

创建于 1 月 21 日，最高市值 6260 万美元，当前市值 6260 万美元。

AI 叙事

利用 AI 审查政府支出与决策，审查是否出现浪费和低效率行为，代币用于资助运营并奖励贡献者。

核心叙事为 Musk 的政府效率部门（DOGE），并且部分推文得到 Solana 联创 Toly 的转发。

Qude

基本面

创建于 1 月 18 日，最高市值 6420 万美元，当前市值 4090 万美元。

AI 叙事

QudeAI 是一个 AI 开发框架，允许用户在其客户端中快速创建 AI Agent，而 QudeAI 会作为 co-pilot 帮助用户进行创建。

（注：co-pilot 可以理解为「代码辅助工具」，能够提供代码建议、自动补全、错误审查等功能。）

LUMO

基本面

创建于 1 月 16 日，最高市值 4220 万美元，当前市值 4220 万美元。

AI 叙事

基于大量 Solana 资料训练的，专门用于 Solana 开发的微调模型。

如何理解？简单来讲，LLM 模型只能知道训练时候给到的数据、资料，无法知道今天天气如何，特朗普发布了什么新政策，在需要获取外部资讯时需要用到检索增强生成（RAG），例如使用豆包、Kimi 之类的产品会显示「基于 N 个搜索来源」就是一个引入外部数据的过程。

而 LUMO 推出的 Lumo-8 B-Instruct 微调模型，原生基于 Solana 资料进行训练，因此在 Solana 开发方面的」知识「更为广泛、可靠。

dreams

基本面

创建于 1 月 19 日，最高市值 3800 万美元，当前市值 2780 万美元。

AI 叙事

Daydreams 专注于创建能在各种区块链上玩游戏的自主代理，旨在为实现通用人工智能（AGI）探索可行路径。

该项目目前的亮点同样为其 dev @lordOfAFew，他是 StarkNet 生态链游 Realms.World 和 Cartridge 的贡献者之一，同时在 Github 上有长期、多项目的建设成果。

Trending Cryptos

ctr
CitreaCTR
wstusdt
wrapped stUSDTWSTUSDT
apr
aPrioriAPR
ctx
Cryptex FinanceCTX
audio
AudiusAUDIO
comp
CompoundCOMP
mantra
MantraMANTRA
xvs
VenusXVS
waxl
AxelarWAXL
bill
Billions NetworkBILL
pyth
PYTH (Pyth)PYTH
rune
THORChainRUNE
velodrome
Velodrome FinanceVELODROME
brev
BrevisBREV
zrx
ZRX（0X）ZRX

Related Reads

Is LIT’s burn worth $42 million enough to spur the altcoin’s next big rally?

Lighter (LIT) has experienced significant volatility, rallying 18% over the past week but facing potential overbought conditions. After a warning of a correction toward $2, the price dipped to $2.3 before recovering to $2.60. A major catalyst was the recent burn of over 15.6 million LIT tokens (worth ~$42 million), representing 6.3% of the circulating supply, which may have spurred short-term bullish momentum toward $3. Technical analysis on the 1-day chart shows a bearish divergence with the RSI, signaling a potential pullback despite strong demand. The key Fibonacci retracement level to watch is $2.30. On the 4-hour chart, LIT is forming a range between $2.31 and $2.68. The suggested strategy is to wait for a breakout above $2.70 to target $3.06-$3.21, or a breakdown below $2.31 for a likely deeper retracement below $2. In summary, while bullish momentum persists, traders should monitor the range boundaries for the next directional move.

ambcrypto4m ago

Is LIT’s burn worth $42 million enough to spur the altcoin’s next big rally?

ambcrypto4m ago

Nearly a Hundred Players Rush into Embodied Data: With 4.47 Billion Yuan in Financing in One Year, Who Can Really Make Money by 'Selling Data'?

The domestic embodied AI data industry has attracted nearly 100 players, with 70 focused on data collection and 27 on data infrastructure. In the past year, 15 independent embodied data service providers raised approximately 4.47 billion yuan. Despite this growth, the sector remains early-stage, fragmented, and faces significant challenges. Data collection methods are diverse, categorized into four main routes: teleoperation of real robots, human demonstration without a robot (using motion capture, exoskeletons, etc.), simulation synthesis, and distillation from internet videos. Most companies (43%) adopt hybrid approaches, combining multiple routes, as no single method can meet all training needs. Teleoperation alone is pursued by 31% of players, often by state-owned platforms and robot companies, while newer firms favor asset-light, no-hardware human demonstration. Independent data service providers now form the largest player group (40%), indicating the emergence of a distinct industry segment rather than just a subsidiary function for robot makers. Two-thirds of all players are "embodied-native" startups, while one-third are companies that pivoted from fields like AI data annotation, which are more prevalent in the data infrastructure layer. Current annual industry capacity is estimated at 1.6-1.8 million hours plus 70-80 million data points, with a short-term goal to increase this 15-20 fold within 1-3 years. Data collection factories are spread across 20 provinces in China, concentrated in the Yangtze River Delta, Beijing-Tianjin-Hebei, and Pearl River Delta regions. Financially, the 4.47 billion yuan raised in the past year pales compared to the 43.8 billion yuan raised by the broader embodied intelligence sector in just the first half of 2026, highlighting that data remains a less "sexy" bet for investors. The 15 funded independent providers show clear stratification: a top tier led by a unicorn (Lightwheel Intelligence, 3.1 billion yuan), a middle tier of 11 firms raising tens to hundreds of millions, and an early-stage tier of 3 companies. Sixty-nine investment institutions have participated, but none have made concentrated bets, reflecting uncertainty about viable business models. Over half of these funded companies are less than a year old, most are at pre-A or A rounds, and profitability remains largely unproven. In summary, the embodied data industry has become an independent track creating jobs and local economic activity. However, it is still nascent, with unformed consensus, unsolved problems, and unproven business models. The coming 1-2 years will be a critical validation window to see if companies can build sustainable, profitable businesses purely by "selling data."

marsbit36m ago

Nearly a Hundred Players Rush into Embodied Data: With 4.47 Billion Yuan in Financing in One Year, Who Can Really Make Money by 'Selling Data'?

marsbit36m ago

Dialogue with Multicoin Partner: The Crypto Market Has Bottomed Out, Favoring Three Cryptocurrencies in This Cycle

In a recent interview, Multicoin Capital managing partner Tushar Jain shared his views on the crypto market. He believes the market has bottomed and is at an inflection point, citing that negative news no longer causes significant price declines and application adoption continues to grow. Jain remains highly bullish on Solana, viewing it as the correct architectural choice for internet capital markets, particularly for spot and tokenized security trading. He is also positive on Hyperliquid, noting its leadership in decentralized derivatives trading. His investment approach focuses on concentrating capital in top convictions rather than equal allocation. A distinct opportunity he highlights is Zcash (ZEC), which he sees as a return to the industry's cypherpunk ethos and a potential top-five asset by market cap. For assets like Zcash without cash flows, his valuation framework is based on relative market cap ranking. Regarding investment strategy, Jain employs a "three-part" entry method to avoid timing pitfalls and emphasizes long-term "active management" over "active trading." He outlines four sources of investment edge: informational, analytical, behavioral/psychological, and structural. On portfolio management, the fund uses Bitcoin as its "cash," selling assets into Bitcoin during market euphoria to reduce beta risk and using Bitcoin to buy dips. Sales occur only if a better opportunity arises, the investment thesis breaks, or valuations become excessively overheated. While respectful of Ethereum's resilience, he questions its unclear scaling roadmap. Finally, Jain reaffirms his commitment to the thesis that blockchains will form the foundational architecture for future capital markets.

marsbit1h ago

Dialogue with Multicoin Partner: The Crypto Market Has Bottomed Out, Favoring Three Cryptocurrencies in This Cycle

marsbit1h ago

Bitcoin nears cycle bottom despite record $8B Spot ETF outflows – Why?

Bitcoin (BTC) is recovering near $64,100 after falling below $60,000, but faces headwinds from Middle East tensions and persistent U.S. inflation concerns, keeping the Federal Reserve's interest rate at 3.50%-3.75%. According to CoinShares' James Butterfill, signs suggest Bitcoin may be nearing a cycle bottom despite a record 8-week streak of Spot Bitcoin ETF outflows totaling ~$8 billion. Recent small ETF inflows hint at easing institutional selling pressure. Notably, a large 3,588 BTC sell-off by a specific strategy in early July had minimal market impact. On-chain data shows new buyer support forming in the $60k-$63k range, while the $77k price level has shifted from support to a key resistance zone. Overall, the market is under pressure but not broken, with cautious sentiment prevailing as Bitcoin trades below major historical cost bases.

ambcrypto1h ago

Bitcoin nears cycle bottom despite record $8B Spot ETF outflows – Why?

ambcrypto1h ago

XRP price prediction: Are sidelined traders refusing to chase shallow bounces?

XRP's network activity has hit unusually low levels, with daily active addresses and network growth at significant lows for 2026 and since late 2024, respectively. This suggests sidelined traders are waiting for a substantial price move rather than chasing shallow bounces. Spot volume trends confirm muted buying pressure, with the spot Cumulative Volume Delta (CVD) in neutral territory and in decline since March. While XRP is flowing out of exchanges into accumulation, these outflows are less pronounced than in 2025. Despite a major price correction, bearish sentiment remains strong, as evidenced by sustained negative aggregate funding rates throughout 2026. This extreme bearish consensus could paradoxically signal a potential medium-term bullish reversal, similar to a pattern observed before a significant rally in April 2025. However, a major shift in spot volume is necessary for any sustained price recovery.

ambcrypto2h ago

XRP price prediction: Are sidelined traders refusing to chase shallow bounces?

ambcrypto2h ago

Trading

Spot

Hot Articles

Discussions

Welcome to the HTX Community. Here, you can stay informed about the latest platform developments and gain access to professional market insights. Users' opinions on the price of MEME (MEME) are presented below.

活动图片

Top Questions

Hot Categoriesright-arrow

Hot Tagsright-arrow