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Analysis of $arc: Is it hype or a revolution in AI infrastructure based on Rust?

Analysis of $arc: Is it hype or a revolution in AI infrastructure based on Rust?

西格玛学长2024/12/16 09:36
By:西格玛学长

I. Project introduction

$Arc is an AI project at the infrastructure level, built on the RIG framework. RIG is an open-source Rust framework created by @Playgrounds0x, designed to simplify and accelerate the development of AI applications related to large language models (LLM). The efficient performance and low memory consumption advantages of the Rust programming language have enabled RIG to demonstrate strong performance and stability in AI application development. Since its release, RIG has received 260 stars on GitHub and has gained extensive developer recognition and community support.
 
As the core token of the RIG framework, $arc not only serves as a medium of exchange and incentive tool, but also plays an important role in AI infrastructure. It supports key technologies such as vector databases, AI Agent deployment and management, providing strong technical support for AI developers, especially in scenarios with high performance requirements. The efficiency provided by $arc makes it stand out among congeneric products.
 
The $arc project focuses on AI infrastructure building, especially improving the computing power and data processing efficiency of AI systems. It is not just an AI Meme project, but a platform that focuses on technological innovation and ecological construction. Compared with other AI projects such as LangChain, $arc provides higher performance and lower latency, making it particularly suitable for building large-scale AI applications.
Analysis of $arc: Is it hype or a revolution in AI infrastructure based on Rust? image 0

Narrative Description

With the gradual end of market deleveraging, counterfeit products are beginning to recover, especially the AI Meme project on the Solana chain. Previously, due to strong market interest in AI Meme projects, tokens like $GOAT and $ACT quickly gained attention and were listed on multiple exchanges. However, as time passed, the market's focus began to change, gradually shifting from the initial "fun" to projects with more practical application potential - $arc is a typical representative.
 
On December 11th, the $arc token was launched on the Solana blockchain and broke through the market value of $20 million in just 6 hours. This amazing market performance is backed by its strong technical support. The core technology of $arc, the RIG framework, is a large language model (LLM) framework developed based on the Rust language, with the advantages of efficient performance and low memory consumption. RIG has not only gained widespread recognition in the developer community (with 260 stars on GitHub), but more importantly, it provides a stable and efficient infrastructure for AI applications.
 
The $arc token is not simply an AI Meme project, but an infrastructure-level AI project aimed at promoting the development of basic AI applications, especially in the deployment of vector databases and AI agents. Compared with other similar frameworks (such as LangChain), $arc provides more powerful and efficient performance, which is one of the reasons why the market quickly recognizes it. Behind $arc is a technical team with a deep understanding of AI infrastructure and long-term layout. In just a few days, its market value has exceeded 100 million, demonstrating its huge potential in the industry.
 
The founder of $arc, @Playgrounds0x, has driven the development and optimization of the RIG framework with his profound technical accumulation in the fields of AI and blockchain, and also laid the foundation for the success of $arc. By launching the $arc token, he has brought new possibilities to the AI ecosystem and promoted the application and development of Rust language in the field of large models.
 

III. Market value expectations

$ARC is a project focused on the AI infrastructure layer, based on the open-source RIG framework developed by @Playgrounds0x, providing support for the development of large language model (LLM) applications with efficient performance and low memory consumption advantages. The current $ARC unit price is $0.139, and the fully diluted market value (FDV) is about $137 million.
 
In order to better evaluate the market potential of $ARC, we compared it with other outstanding AI concept tokens in the market, especially Act I ($ACT), Gospel of Goatse ($GOAT), and Eliza ($ELIZA).
 
Benchmark project:
1, artificial intelligence concept Meme coin: Act I ($ACT)
Unit price: 0.529 USD
Market capitalization: 501 million USD
Fully diluted market cap: $502 million
Circulation: 948 million ACT
Total Supply: 948 million ACT
Max supply: 1 billion ACT
 
2. Meme coin released by artificial intelligence: Gospel of Goatse ($GOAT)
Unit price: 0.73 USD
Market capitalization: 733 million USD
Fully diluted market cap: $733 million
Circulation: 1 billion GOAT
Total supply: 1 billion GOAT
Max supply: 1 billion GOAT
 
3. AI proxy token: Eliza ($ELIZA)
Unit price: 0.1 USD
Market capitalization: 66.4063 million USD
Fully diluted market capitalization: $101 million
Circulation: 658 million ELIZA
Total supply: 1 billion ELIZA
Maximum supply: 1 billion ELIZA
 
Market value comparison with expectations
1. Benchmarking Act I ($ACT)
If $ARC reaches the current circulating market value level of Act I ($ACT) ($501 million), the $ARC unit price will rise to $0.507, an increase of about 265%.
 
2. Benchmarking Gospel of Goatse ($GOAT)
If $ARC reaches the circulating market value level of $GOAT ($733 million), the unit price of $ARC will rise to $0.741, an increase of about 433%.
3. Benchmarking Eliza ($ELIZA)
If $ARC reaches the circulating market value level of Eliza ($ELIZA) ($66.4063 million), the unit price of $ARC will slightly decline to $0.067, a decrease of about 51.8%.
 

IV. Economic models and on-chain chip analysis

The on-chain performance of $ARC shows a clear market structure and strong capital flow. The distribution of top chips and trading dynamics have formed a stable market foundation. As of now, the total market value of $ARC is about $138M, and the liquidity pool reserve has reached $2.8M (corresponding to 6,443.61 SOL), accounting for about 2% of the market value. The depth of liquidity is sufficient, and the price support is relatively stable. The number of holding addresses has exceeded 14,116, indicating that the community foundation of the project is constantly expanding. At the same time, chips are gradually dispersing to small and medium-sized holders, and the market is highly decentralized.
 
The data of TOP100 holders is particularly crucial: they hold a total of 49.47% of the tokens, with a reasonable overall proportion and no excessive concentration risk. On top of this, the average holding cost of this core group is only 0.04254 dollars, which means they have achieved a floating profit of + 226.1%, while the average selling price is about 0.07214 dollars, corresponding to a profit margin of + 92.29%. This data reflects that early investors completed partial profit-taking after the project was launched, but the current price has rebounded to 0.1448 dollars, far exceeding the average cost price of the head, indicating that the market still maintains strong confidence in $ARC.
 
According to recent trading data, the 24-hour trading volume reached $31.8M, with a total of $18.22M for buying and $18.51M for selling, resulting in a net inflow of + $253K. Although there is some selling pressure in the short term, the price still recorded a + 3.57% increase, indicating that the market's resilience is stable and the selling pressure is gradually being digested. In addition, the community's active level is high, the distribution of holding addresses is balanced, and the top 10 holdings account for only 14.4%, further verifying the health of the market structure.
 
In terms of project security, the performance of $ARC is also impressive: 100% token destruction mark strengthens deflation expectations, permanent locking of liquidity pools (created by address FXKgY... LaS), and no new token minting mechanism provide dual guarantees of security and transparency for the market. These mechanisms not only effectively curb centralized risks, but also make early investors and market funds more willing to maintain long-term participation.
 
Overall, $ARC is in a stage where its chip structure is healthy and market sentiment is gradually recovering. The profit realization of early investors has not put long-term pressure on the price, but has provided stable opportunities for new entrants. The AI infrastructure narrative supported by the RIG framework endows the project with long-term technical potential, further attracting market attention. In the future, with the continuous expansion of the community and the stability of liquidity, $ARC is expected to steadily move towards new heights under the joint promotion of market funds and fundamentals.
 

V. Risk Warning

1. Although the $arc project is based on the Rust programming language's RIG framework, which theoretically has the advantages of high performance and low memory consumption, the performance of any emerging technology or framework in practical applications may differ from expectations. Developing and maintaining large-scale AI systems involves complex technical challenges, and there may be system vulnerabilities, performance bottlenecks, and other issues. In addition, the project's technical stack (such as updates and iterations of the RIG framework) may be affected by unknown security bugs or technical failures, resulting in project progress delays or mistakes.
 
2. The $arc project relies heavily on the developer community, and the success of the project largely depends on the active level of the community, the support and participation of developers. If the project cannot attract enough developers or community members, it may lead to an imperfect project ecosystem, which in turn affects the long-term development of the project.
 

VI. Official links

website:arc.fun
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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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The Block2024/12/16 11:45