AI+ Government Efficiency Department? What story is the new batch of Meme Speed Pass telling?
AI applications have long underperformed, and DeFAI remains the main focus.
Author: Nan Zhi, Odaily Planet Daily
In recent days, the market's attention has been drawn to TRUMP, while AI tokens have been severely drained. However, after TRUMP's surge and subsequent decline, many AI concept tokens have revived, and several new AI tokens have emerged again. This article will continue to focus on tokens that meet the criteria of "market capitalization in the tens of millions," "little to no coverage in Chinese media," and "projects or tokens launched less than two weeks ago," exploring narrative development and investment opportunities.
AGiXT
Fundamentals
Launched on January 17, with a peak market capitalization of $90 million and a current market capitalization of $59.3 million.
AI Narrative
A dynamic AI automation platform aimed at coordinating efficient management of AI instructions and task execution among numerous vendors. Users can request the AI to perform tasks using natural language, but it is still unclear what effects can be achieved beyond conversation.
Note: AI vendors here refer to different products such as OpenAI's ChatGPT, Anthropic's Claude, etc.
The highlight of AGiXT is that it represents a genuine, long-term construction with high attention, and the GitHub data is very impressive.
DOGEAI
Fundamentals
Launched on January 21, with a peak market capitalization of $62.6 million and a current market capitalization of $62.6 million.
AI Narrative
Utilizes AI to review government spending and decision-making, examining whether waste and inefficiency occur. The token is used to fund operations and reward contributors.
The core narrative revolves around Musk's government efficiency department (DOGE), and some tweets have been retweeted by Solana co-founder Toly.
Qude
Fundamentals
Launched on January 18, with a peak market capitalization of $64.2 million and a current market capitalization of $40.9 million.
AI Narrative
QudeAI is an AI development framework that allows users to quickly create AI Agents within their client, while QudeAI acts as a co-pilot to assist users in the creation process.
Note: Co-pilot can be understood as a "code assistance tool" that provides code suggestions, auto-completion, error checking, and other functions.
LUMO
Fundamentals
Launched on January 16, with a peak market capitalization of $42.2 million and a current market capitalization of $42.2 million.
AI Narrative
A fine-tuned model specifically for Solana development, trained on a large amount of Solana data.
How to understand this? Simply put, LLM models can only know the data and information provided during training; they cannot know the current weather or what new policies Trump has announced. When external information is needed, retrieval-augmented generation (RAG) is used. For example, using products like Doubao or Kimi that display "based on N search sources" is a process of introducing external data.
The Lumo-8 B-Instruct fine-tuned model launched by LUMO is natively trained based on Solana data, making its "knowledge" in Solana development more extensive and reliable.
dreams
Fundamentals
Launched on January 19, with a peak market capitalization of $38 million and a current market capitalization of $27.8 million.
AI Narrative
Daydreams focuses on creating autonomous agents that can play games across various blockchains, aiming to explore feasible paths toward achieving artificial general intelligence (AGI).
The current highlight of the project is its developer @lordOfAFew, who is one of the contributors to the StarkNet ecosystem games Realms.World and Cartridge, and has a long-term, multi-project construction record on GitHub.
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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