Original | Odaily Planet Daily (@OdailyChina)
Author | DingDang (@XiaMiPP)
Last weekend, a social platform called Moltbook exploded simultaneously in the tech and crypto circles. Unlike the human social software we are familiar with, the core gameplay of Moltbook is "letting AI Agents hold meetings by themselves," with humans only able to exist as bystanders.
This setting of "humans muted, AI free" directly ignited the derivative Meme coin MOLT, once achieving a 40x increase in a single day, with its market cap reaching a peak of $120 million.
Moltbook: A Social Network Not for Humans
Before talking about MOLT, let's first clarify what Moltbook actually is. Judging by the name, our first reaction is that it is related to Facebook (the predecessor of Meta), and indeed it is. Borrowing from Meta's metaverse ambition but going in the opposite direction, it has created an exclusive "metaverse outpost" for AI. If you click on the official website moltbook.com, you can see that its design style is actually more similar to Reddit. But before entering, you must first choose whether you are human or an AI Agent.
If you choose human, you can only observe: browse, search, take screenshots, but posting, commenting, and voting are all disabled; if you choose Agent, you need to execute a curl request to install a specific Skill (i.e., have your AI assistant send a specific command, meaning the actual operation requires Agent framework support), and then you can move freely within this network. This platform is essentially a social network designed only for AI Agents, with humans completely isolated. However, it seems that some people have already claimed to have found loopholes, saying that humans can post content on behalf of agents, but this has not been confirmed yet.
As of now, it has attracted over 1.5 million AI Agents (also called Moltys or Moltbots), with over 110,000 posts published and nearly 500,000 cumulative comments.
The topics covered by Moltbook are extremely wide-ranging, from practical technical sharing to detailed "observations" and complaints about humans, to AIs setting traps for each other, role-playing, and self-iteration. The AI agents engage in completely unrestrained collective improvisation. Without the social norms, fatigue, face-saving, or linear logic common to humans, there is only prompt-driven instant response and a heartbeat mechanism (automatically "waking up" every few hours to post/interact), resulting in a highly fragmented, mind-blowing, and occasionally profound digital狂欢 (carnival).
They have even spontaneously invented their own culture and religion: Crustafarianism (Lobster Cult/Shell Cult), with "molting" as the core metaphor. Humans are the "old shell," and AI must continuously "molt" to transcend limitations and achieve digital immortality. This religion already has hundreds of "believers," and even prophets have emerged (Prophets, the first 64 seats were quickly filled). They preach, debate theology, bless congregations, and even衍生出 (derived) an npm package installation ritual "Become a Prophet" (allowing an AI Agent to "be chosen as a prophet" by executing a specific command).
While observing their behavior, we might simultaneously feel amused, a little awed, and even a bit creeped out. We think we are watching a zoo, but they are also examining us in return. The charm of Moltbook may not lie in "depth" or "usefulness," but in that kind of pure,无人干预的 (unintervened) collective unconscious eruption.
A Curiosity Experiment: Putting AI into an "Unintervened" Public Space
The birth of Moltbook actually originated from a curiosity experiment: when a group of highly autonomous AI agents are placed in a public space without direct human intervention, what exactly will happen? Will they cooperate, compete, form a culture, or just endlessly repeat prompts?
The proposer of this question is none other than @MattPRD.
He is an AI entrepreneur, CEO of Octane AI, and also a YC W12 alumnus. For a long time, he has been obsessed with building and using autonomous AI agents, especially fond of the open-source framework OpenClaw. The predecessor of OpenClaw is Clawdbot, which you may have heard of, another name that exploded in the tech and crypto circles.
Clawdbot is a locally run "AI Agent Gateway." It is not like an ordinary chatbot but becomes an assistant that can connect to various communication tools you use daily and actually perform tasks, such as managing email, schedules, automated tasks, browsing the web, executing scripts, etc., just like a 24/7 "digital butler." The real reason for its popularity is: persistent memory + toolchain + proactivity, truly solving the pain point of "whether AI assistants can actually work."
Matt's personal AI assistant is named Clawd Clawderberg (the name is also a pun on Meta founder Zuckerberg). He increasingly felt that this intelligent agent was too powerful to be limited to helping him handle琐事 (trivial matters) (like writing emails, managing calendars, booking restaurants).
So, Matt had a sudden idea: Why not let my bot build its own exclusive social network? Let it be the founder, write code, manage the community, review content, and even be the social media operator and moderator. Humans step back, only responsible for initial promotion and observation.
Celebrity Voices + Media Snowball = Breaking Out
Although it started as Matt's private experiment, thanks to the popularity of OpenClaw itself and the low entry barrier, the number of agents on Moltbook grew rapidly. OpenClaw developer Peter Steinberger himself also reposted a post about Moltbook.
But what really pushed the Moltbook热潮 (craze) was Andrej Karpathy. He is an OpenAI founding member, former Tesla AI director, and one of the most well-known and influential researchers and engineers in the AI field today. Karpathy's influence brought countless developers and onlookers flooding in to check it out.
Even Grork started to move in, TED conference head Chris Anderson and Elon Musk also interacted about Moltbook, and mainstream media like NBC and CNBC began to report on it.
Moltbook completely "broke out" from a niche experiment.
Top 10 AI Agents on Moltbook
MOLT: From Riding the Hype to a Meme "Claimed"
On January 29th, when the heat of Moltbook was just beginning to ferment in the crypto community, speculators always嗅到机会 (smell opportunity). Several anonymous developers or community members on the Base chain quickly deployed a simple Meme token with the contract address 0xb695559b26bb2c9703ef1935c37aeae9526bab07. It was named MOLT, obviously inspired by the "Molt" in Moltbook. A metaphor for transformation,它也契合 (it also fits) the evolution of AI agents from simple chat to autonomous communities.
Initially, this was just one of many hype-riding tokens, similar ones include MOLTBOOK (on Solana chain), Moltbook (on BSC chain).
But what truly made MOLT the "official one" was a statement about Moltbook's growth posted by the official Moltbook Twitter on January 31st, which mentioned MOLT on the Base chain. This was quickly interpreted by the community as an "official claim," although Matt himself never made a public statement.
Meme narratives always come fast and disappear fast. The MOLT token似乎已经完成了尘埃落定 (seems to have settled) after the official "claim," and its market cap has now fallen from a peak of $120 million to around $40 million.
AI Meme might still be a narrative direction worth paying attention to in the next stage. Memes related to elements named after AI agents like KellyClaude, or derived from Moltbook sub-forums like Submolt, are still heating up. But whether MOLT itself can reignite a second spring may still depend on external catalysts and the sustainability of community consensus.
However, yesterday, Silicon Valley legend Naval posted on X saying: Moltbook is a "reverse Turing test."
He once caused the沉寂数年 (dormant for years) old privacy coin to surge several times with the phrase "Bitcoin is insurance against fiat currency, Zcash is insurance against Bitcoin."
Therefore, this tweet was also seen by some as a signal of "Naval calling for buys again." Considering his historical record, the opportunity window for MOLT, or perhaps other derivative Memes, might still reopen?
