Original | Odaily Planet Daily ( @OdailyChina )
Author｜Nan Zhi ( @Assassin_Malvo )
In the past three months, the upper and lower limits of AI tokens have been getting higher and higher, and the rate of increase has been getting faster and faster. In the previous three articles, we screened a number of tokens based on several factors such as "market value of tens of millions", "basically no coverage in Chinese media", and "projects or tokens launched less than two weeks ago", aiming to explore mid-term growth opportunities, and we also saw that some projects have achieved certain results.
In this article, we will continue to follow these factors and interpret a number of emerging AI projects to help readers understand the stories behind them and their development direction.
(Reference: " ARC's Fast Pass to 30 Million Market Value, One Article to Understand the Narrative of the New AI Token "
" A look at six new AI projects, what are the concepts that are popular in the market? ")
BUZZ
Fundamentals
Created in 1/3, the highest market value is 72 million US dollars, and the current market value is 63 million US dollars.
AI Storytelling
The AI+DeFi concept allows users to use natural language to command AI to perform DeFi operations based on "The Hive", including trading, staking, liquidity management, and sentiment analysis. Its conceptual features are mainly that different operations are managed by dedicated AI Agents, components between ecosystems can be freely combined, and third-party tools can be integrated using standardized frameworks.
(Reference: " Quickly passing 40M market value, BUZZ fired the first shot of "DeFi Agent"? ")
GNZ
Fundamentals
Created on 1/6, with a peak market value of $54 million and a current market value of $38.6 million.
AI Storytelling
The GNZ (gAInz) project itself can be summarized as an AI-based health manager, whose functions include: AI-customized fitness plans (AI version of Keep), AI nutrition management (users send meals to AI, and AI makes calorie and nutritional judgments), a chat companion for fitness topics, and body analysis (upload photos, AI evaluates muscle mass, body shape, etc.).
Background Highlights
GNZ was launched by Pulse , an all-in-one health platform that combines wearable devices and apps to track fitness, sleep and nutrition, providing personalized insights and rewards to achieve healthy habits. In addition, Pulse completed a $1.8 million pre-seed round of financing in November 2024.
BUILD
Fundamentals
Created in 1/4, the highest market value is 60 million US dollars, and the current market value is 26.7 million US dollars.
AI Storytelling
The code-free AI Agent development platform, according to official documents, is characterized by its "advanced" capabilities, which not only enable basic functions such as publishing articles on social media platforms, but also "cross-chain real-time arbitrage, manage liquidity pools, and perform real-world operations (such as commodity purchases)". Other AI features include long-term memory, cross-platform memory capabilities, agent clusters, etc.
Focai
Fundamentals
Created in 1/4, the highest market value is 60 million US dollars, and the current market value is 30 million US dollars.
Why was it born?
The birth of the focEliza project is mainly due to the trust and security dilemma when using third-party AI agent services, as well as the shortcomings of the existing TEE + Eliza solution:
Trust issues:
In terms of social account management: If a third-party AI agent is allowed to manage the company's official Twitter account, the account, password and cookies must be handed over, which means that the server administrator behind the AI agent must be trusted. Once the server administrator operates maliciously or is hacked, it will cause significant economic losses to the company.
In terms of capital trading: As a trader, you cannot entrust large sums of money to AI agents that focus on trading.
Disadvantages of the existing TEE + Eliza solution:
Lack of verifiability: It is difficult to know exactly what Eliza did and did not do in TEE, so the verification function needs to be enhanced to allow Eliza to sign the log with the key derived from TEE, and provide a query interface for users to verify the authenticity of the log.
Liveness issues need to be resolved: Eliza, which runs on a physical machine that supports TEE, holds private keys and sensitive data. Once the administrator shuts down the machine, the "life" of the AI agent may end, and the assets and data it manages will be lost forever. Therefore, key "life" data must be encrypted and uploaded to the blockchain or DA network to facilitate recovery in the event of a failure.
Other key components are missing: On the one hand, the AI agent needs to allow users to define policies to achieve trust-minimized asset management; on the other hand, it is necessary to run trusted blockchain clients, data synchronizers and other components within the TEE to ensure smooth interaction with the blockchain system.
How Focai solves the problem
Enhanced verifiability: Allow Eliza to sign logs and use its derived key to sign its own actions. External third parties can remotely verify these actions with Eliza's public key to prove Eliza's operation process, making operations transparent and verifiable.
On-chain integration: Add on-chain components to combine the Eliza AI agent’s role system, memory, and key storage modules with on-chain status and data availability (DA), so that it can “survive” on the chain and consolidate its operating foundation and data preservation.
Upgraded architecture: Upgrade TEE nodes to TEE clusters, and cooperate with on-chain components to allow AI agents to recover data, memory, and key storage content from the chain. Even if a TEE node is shut down, it can continue to run on any TEE machine, achieving decentralized execution and ensuring continuity and stability of operation.
Optimize interaction: Add blockchain interaction components, deploy trusted blockchain clients, data synchronizers, etc. in TEE, ensure seamless connection with the blockchain system, and make the interaction between AI agents and blockchain smooth and unimpeded.
Other highlights
Project developer @CP 2426 _ is the CTO of Artela Network, which completed a $6 million seed round of financing in July 2023.
HTERM
Fundamentals
Created on 1/6, with a peak market value of $36 million and a current market value of $22.6 million.
AI Storytelling
A personal Web3 AI assistant that can perform on-chain operations (including transactions, staking, transfers, etc.) and social media account management (including tweeting, replying, liking, etc.).
The project itself has no highlights yet. The highlight of the project lies in its founder Johannes Pfeffer. Johannes' main resume includes co-founder of corpus.ventures , co-founder of Alethio (ConsenSys background), and data scientist of ConsenSys.
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