Original | Odaily (@OdailyChina)
Author | Nanzi (@Assassin_Malvo)
In recent days, the market's attention has been drawn to TRUMP, and AI tokens have been severely drained. But after TRUMP's surge and retreat, many AI concept tokens have revived, and several new AI tokens have also risen again. This article will continue to focus on tokens that meet the elements of "tens of millions of market value", "basic no coverage by Chinese media", and "the project or token has been launched for less than two weeks", and explore the narrative development and investment opportunities.
AGiXT
Fundamentals
Created on January 17, with a peak market value of $90 million and a current market value of $59.3 million.
AI Narrative
A dynamic AI automation platform, aimed at coordinating efficient AI instruction management and task execution among multiple suppliers. Users can use natural language to request AI to perform tasks, but it is not yet clear what effects can be achieved beyond dialogue.
(Note: AI suppliers here refer to products such as OpenAI's ChatGPT, Anthropic's Claude, and others.)
The highlight of AGiXT is that it is a real, long-term, high-attention contribution, with very impressive Github data.
DOGEAI
Fundamentals
Created on January 21, with a peak and current market value of $62.6 million.
AI Narrative
Using AI to review government spending and decision-making, to examine whether there are any wasteful and inefficient behaviors, with the token used to fund operations and reward contributors.
The core narrative is Musk's government efficiency department (DOGE), and some tweets have been retweeted by Solana co-founder Toly.
Qude
Fundamentals
Created on January 18, with a peak market value of $64.2 million and a current market value of $40.9 million.
AI Narrative
QudeAI is an AI development framework that allows users to quickly create AI Agents in their client, with QudeAI acting as a co-pilot to assist the user in the creation.
(Note: co-pilot can be understood as a "code assistance tool" that can provide code suggestions, auto-completion, error review, and other functions.)
LUMO
Fundamentals
Created on January 16, with a peak and current market value of $42.2 million.
AI Narrative
A fine-tuned model trained on a large amount of Solana data, specifically for Solana development.
How to understand? Simply put, LLM models can only know the data and information provided during training, and cannot know the weather today or what new policies Trump has released. When there is a need to obtain external information, retrieval-augmented generation (RAG) is required, such as using products like Beancan and Kimi, which will show "based on N search sources" as a process of introducing external data.
The Lumo-8 B-Instruct fine-tuned model launched by LUMO is natively trained on Solana data, so its "knowledge" of Solana development is more extensive and reliable.
dreams
Fundamentals
Created on January 19, with a peak market value of $38 million and a current market value of $27.8 million.
AI Narrative
Daydreams focuses on creating autonomous agents that can play games on various blockchains, aiming to explore feasible paths to achieve Artificial General Intelligence (AGI).
The highlight of this project is also its dev @lordOfAFew, who is a contributor to the StarkNet ecosystem game Realms.World and Cartridge, and has long-term, multi-project building achievements on Github.
Recommended reading:
《ARC Reaches $30 Million Market Cap, Understand the Narrative of New AI Tokens in One Article》、
《A Review of Six New Head AI Projects, What Are the Concepts Being Hyped by the Market?》
