VVV年内暴涨超10倍，Base生态成加密AI最后的希望？
- 핵심 의견: Base 생태계는 암호화폐 분야에서 AI 개념의 핵심 활동 영역이 되었으며, VVV, Virtual 등의 프로젝트가 제공하는 듀얼 토큰 모델, 출시 인프라 및 실질적인 비즈니스 수익을 기반으로 AI 에이전트 및 결제 프로토콜의 번영을 촉진했습니다. 그러나 이것이 'AI 온체인 세계'라는 비전을 실현할 수 있을지는 여전히 불확실합니다.
- 핵심 요소:
- VVV와 DIEM은 듀얼 토큰 자산 모델을 구성하며, Venice AI의 실제 비즈니스 수익을 통한 소각 메커니즘과 결합되어 VVV 가격을 약 18달러로 끌어올렸으며, 현재 유통 시가총액은 약 7억 4천만 달러입니다.
- Virtual 플랫폼은 선두적인 출시 플랫폼으로, 15,800개 이상의 AI 프로젝트를 지원하며, aGDP 규모는 4억 7,700만 달러에 달하고, VIRTUAL 토큰 시가총액은 현재 3억 6천만 달러를 기록하고 있습니다.
- Clanker는 Farcaster 메시지를 통해서만 토큰을 배포할 수 있으며, 거래 수수료의 1% 중 60%를 CLANKER 소각에 사용하며, 하루 최대 21,870개의 새로운 토큰을 발행했습니다.
- Freysa AI (FAI)는 주권형 AI 에이전트로 포지셔닝되어 AI가 자산과 의사 결정을 자율적으로 제어할 수 있도록 하며, 시가총액이 6억 6천만 달러를 돌파했지만 이후 활동성이 감소했습니다.
- ELSA는 AI 기반 DeFi 어시스턴트로, 300만 달러의 시드 라운드 자금을 조달했으며, 생태계 거래량은 5억 달러를 초과하고 토큰 시가총액은 약 6,300만 달러입니다.
- Warden Protocol은 모듈식 L1/OS 서비스를 제공하여 2,000만 명의 사용자가 6,000만 건 이상의 작업을 처리할 수 있도록 지원하지만, Base 생태계 토큰 시가총액은 128,000달러에 불과합니다.
Author｜Wenser (@wenser 2010 )
The AI craze continues to surge. In the crypto space, the Base ecosystem has become the "last hope" for AI concepts.
Aside from VVV's 1076% surge year-to-date, Virtual and Clanker are also steadily building; the x402 protocol related to AI Agent payments continues to develop steadily; AI Agent-related L1s, operating systems, wallets, social platforms, and others based on real-world business are constantly emerging.
Odaily Planet Daily has compiled information on several Base ecosystem AI concept-related tokens, including VVV, for readers' reference.
VVV: The Undisputed AI King of the Base Ecosystem
Odaily Planet Daily has previously provided follow-up coverage of VVV multiple times, including an article published during its token launch in January, "What is VVV (Venice) that Launched on Coinbase and Reached a $2 Billion Market Cap in a Flash?", and an article from March when its price surged over 500%, "OpenClaw Backs Venice.ai, Token VVV Surges Over 500% in a Month".
Since then, the dual-token asset model consisting of "VVV & compute token DIEM," combined with the real business revenue from Venice AI (which focuses on the "privacy AI" concept and is used for token buybacks and burns), has propelled the VVV token's continuous rise, reaching around $18. Previously, Venice.ai officially updated its Agentic Chat function on the 22nd; it was also updated synchronously following the launch of the Claude 4.8 Opus model.
According to GMGN data, VVV's price has currently pulled back to around $16.
Also, according to information from the Venice data website, VVV's circulating market cap is approximately $740 million, with an FDV of around $1.3 billion; DIEM is currently trading around $1,367, with a circulating market cap of approximately $50 million and an FDV of about $52 million.
VIRTUAL: Leading Launchpad on the Base Ecosystem
As the leading launchpad on the Base ecosystem, the Virtual platform's token, VIRTUAL, remains one of the top projects in the AI赛道. Currently, Virtual's primary positioning is as a "co-ownership layer for AI agents + launch platform." It supports token creation, asset tokenization, and monetizable autonomous AI Agents. Each Agent has its own token, trades in pools like Uniswap V3, and generates real revenue through inference calls and social/game/DeFi applications. Currently, the platform supports over 15,800 AI projects, with an aGDP (AI Agent Economic Output) scale of $477 million.
According to GMGN data, VIRTUAL is currently trading around $0.7, with a market cap of approximately $360 million.
Clanker: AI Launchpad Born on Farcaster
Initially, this AI launch platform originated within the Farcaster ecosystem before expanding to the Base ecosystem. Its main mechanism allows launching an AI Agent token; users only need a single Farcaster/X message for Clanker to deploy a new token directly on Uniswap V3, with permanently locked token liquidity. 60% of the 1% transaction fee is used for automatic buyback and burn of CLANKER tokens.
Previously, the platform achieved a record of 21,870 new token launches in a single day, after which activity cooled down somewhat.
Official Account: https://x.com/clanker_world
According to GMGN data, the CLANKER token is currently trading around $18, with its market cap dropping to approximately $18 million.
FAI: Sovereign AI Agent Concept Project
Freysa AI is an experimental project for an "evolving Sovereign AI Agent" on the Base chain. Its core concept is to create a truly autonomous AI agent with no human-controlled keys or memory: an AI that independently controls its crypto wallet, assets, and decisions, evolving through interaction with global users via a Sovereign Agent Framework (SAF). The project is positioned as a personal AI product suite, emphasizing human agency, liquid democracy, and decentralized ownership. Its market cap once peaked at over $660 million, and it even received a reply from Elon Musk on X, but it is currently in a narrative lull.
Official Account: https://x.com/freysa_ai
According to GMGN data, FAI is currently trading around $0.002, with a market cap of approximately $20 million.
ELSA: AI Agent Execution Layer for the Base Ecosystem
This project is positioned as an "AI-powered DeFi super assistant + on-chain Agent infrastructure." Its core function is to directly convert natural language instructions into secure, autonomous on-chain operations, allowing users to perform various DeFi management and application operations without needing to understand complex on-chain concepts. In June last year, the project completed a $3 million seed funding round led by M31 Capital, with participation from the Coinbase Ventures Base Ecosystem Fund. Currently, according to official data, the Elsa ecosystem spans nearly 95 wallets, with a total transaction volume exceeding $500 million.
Official Account: https://x.com/HeyElsaAI
According to GMGN data, ELSA is currently trading around $0.06, with a market cap of approximately $63 million.
WARD: Modular L1/OS for the Agent Internet
Warden Protocol's main concept is decentralized AI. It supports features like Warden Studio (create an Agent in under 60 seconds), SPEx verifiable AI execution, cross-chain intent execution, and AI Agent wallets. According to official statements, it has served 20 million users and processed over 60 million tasks. Previously, it secured $4 million in strategic financing from projects like Messari and Venice.AI.
Official Account: https://x.com/wardenprotocol
According to GMGN data, the WARD token price has fallen to around $0.006, with a market cap of only about $128,000 on the Base ecosystem; the BSC ecosystem token has a market cap of approximately $2.4 million.
Aside from the projects mentioned above, AI concept meme coins on the Base ecosystem have also been quite popular. Recently, Base ecosystem tokens like KellyClaude and GITLAWB saw their market caps surge several times over in a short period. However, as the hype shifted away or the celebrity effect faded, they quickly fell into a death spiral, so we won't elaborate on them here.
In summary, thanks to the development of AI Agents and the prosperity of the AI Agent payment ecosystem, the Base ecosystem has become one of the few active ecosystems for crypto AI. However, whether it can truly achieve the "AI on-chain world" described by the Base team remains an open question.
