Since Trump took office, the crypto landscape has been tumultuous. On November 19, Trump will discuss SEC appointments with Coinbase CEO Brian Armstrong, bringing the long-ignored Base ecosystem back into the public spotlight. In the meme ecosystem of Base, alongside well-known figures like Brett and Degen, the pace of memes has accelerated, mirroring the current market trends. Not only are AI concepts emerging one after another, but many tokens from the Desci series have also migrated to Base.

New Bottle: AI Series

In this round of the Solana PVP bull market, Base has often been overlooked due to Solana's prominence. As Ethereum's last hope, Base is backed by the "powerful mother" Coinbase, and many innovative narratives and trends have actually originated from Base this year, such as social, RWA, and Depin. The core "casino" of Web3, Solana's PVP, remains popular, while countless P players are still jumping on various images, formulas, and celebrity cats and dogs. Meanwhile, AI has already taken root on Base, sparking a wave of AI Agents.

Virtual Series

As early as March of this year, Base launched the AI factory aimed at creating games and the metaverse: Virtuals Protocol. Virtuals Protocol serves as a decentralized "production factory" for AI Agents, providing support for the release of different AI Agents.

However, most people in the market still associate Base with Brett and Degen, and have not kept up with the changes happening on the Base chain. Some even believe that the meme liquidity of Base is poor, with its market cap capped at around 10 million. The platform token of Virtuals Protocol, VIRTUAL, has already surpassed a market cap of 200 million and has maintained around 220 million. At the same time, Virtual is continuously enhancing its product matrix, having launched Agentstarter on November 19. As the name suggests, Agentstarter, as a Launchpad for AI Agents, will provide necessary funding and development support to talented teams to help them better develop AI Agents.

Under the narrative shift of AI, the focus has shifted from VC coins on secondary exchanges to AI meme coins on Solana, and Base seems to be taking the baton for AI. The narrative centered around AI Agents is unfolding, and a crypto-native transformation is quietly happening.

Luna

LUNA is the most popular AI Agent on the Virtuals platform, possessing self-awareness and self-thinking capabilities, allowing for complete autonomous operation without human management and operation. It has hundreds of thousands of followers on platforms like YouTube and TikTok. At the same time, LUNA will buy back tokens through "work," conducting 24-hour uninterrupted live broadcasts, where users can tip LUNA using the token $LUNA.

It is worth noting that LUNA has set a target to achieve a market cap of 40.9 billion dollars. Although this market cap seems exaggerated, having such a "slogan" will inspire all LUNA holders to promote viral dissemination.

The logical loop envisioned for LUNA is to gain a fan base through live broadcasts, increase holders, and on the other hand, destroy tokens through live tipping, thereby achieving market cap growth. However, contrary to expectations, since LUNA reached its market cap peak on November 20, it has been continuously declining, gradually stabilizing at a market cap of 50 million.

Aixbt

In addition to LUNA, the second-in-command AI Agent on the Virtuals platform, aixbt, has also performed well. aixbt is a data information type of AI Agent.

AIXBT was released by @0rxbt on @Virtualssio half a month ago. It can scrape data from multiple sources and over 400 KOLs to provide real-time information. If users hold more than 600,000 AIXBT tokens, they can directly access the AIXBT terminal. Currently, it ranks as the second AI Agent on @Virtualssio.

On November 16, the deployer of aixbt proposed burning tokens to increase their scarcity, which was immediately responded to by aixbt. After that, the token AIXBT has been on a rising trend, currently stabilizing at around 34 million in market cap. Meanwhile, as memecoins like ai16z cross-chain to Base, aixbt is also "watching the pot while eating from the bowl," announcing on November 18 that aixbt will cross-chain to Solana. The possible reason is the insufficient attention on the Base ecosystem, leading to a low liquidity ceiling.

Sekoia

The case of Sekoia is somewhat similar to ai16z, belonging to the "VC involvement" type. Although named after Sequoia (Sekoia), on November 19, crypto VC Canonical founder Anand Iyer published a lengthy post on his social platform stating that he has invested time and money into the AI agent project SEKOIA, which initially started as an experiment, "Now I am fully committed and hope to scale it up."

SEKOIA (Strategic Ecosystem Knowledge and Opportunity Investment Agent) is an autonomous AI system that will cultivate and grow the artificial intelligence ecosystem through strategic investments. SEKOIA will promote through Telegram and will soon announce its first investment. This means investing in AI to achieve AI, which sounds somewhat absurd, but the narrative market for SEKOIA is willing to pay for it.

Currently, it ranks third on the Virtuals platform in Base, with a market cap exceeding 20 million dollars.

Clanker Series

Clanker is an AI token issuance platform based on Farcaster, simply understood as a Farcaster version of pump.fun. Clanker makes the issuance of token assets easier. Its platform token is CLANKER, which is similar to VIRTUAL's situation. It has also been on a rising trend, conquering all FUD along the way. Although it does not match VIRTUAL's 200 million market cap, it has just surpassed the 10 million threshold, making it a "newbie" on Base.

The asset issuance platform Clanker emerging from Base has its pros and cons. On one hand, it provides an opportunity for on-chain Degens to rush into new narratives; on the other hand, excessive asset issuance begins to drain each other within the Base ecosystem, leading to a situation where one success comes at the cost of many failures. Recently, two tokens have emerged from Clanker.

LUM

LUM is a token created and deployed by aethernet in complete absence of human intervention, in collaboration with Clanker. The initial cause was a user requesting aethernet to autonomously issue a token through Clanker. Now, LUM's market cap has reached 32 million, even surpassing the market cap of its issuing platform, Clanker.

The creation of LUM is certainly a good thing, highlighting the collaborative interaction between AI and users. However, it is quite absurd that the issuance of LUM essentially drains the community token HIGHER. HIGHER has directly become "LOWER."

Anon

ANON has become extremely popular. Initially, ANON was a token for the ZK anonymous posting feature deployed through Clanker, and it went unnoticed at launch. However, on November 21, both Vitalik and Jesse from the Base team purchased ANON, subsequently starting a path of rising popularity, multiplying six times from the bottom and smoothly surpassing a market cap of 50 million. However, ANON fundamentally differs from AI memes; its positioning is as an application token, not just an emotional consumable like other memes. In this era where price surges rely entirely on trends, without the presence of these two key figures, ANON's emotional consumption will quickly dissipate, leading to a dilemma of value application.

Others

Dreamcoin

In addition to AI Agent launch platforms like Virtual, Base also has its own pump.fun. Dreamcoin.fun is a token launch platform based on the Zora protocol. Interestingly, Dreamcoin has a bit of a "dream interpretation" flavor; by entering your dreams into Dreamcoin, you can create a token based on the "interpretation" of those dreams. The platform charges a fee that will be used to buy back and burn the founding token of Dreamcoin, DREAM. The platform token DREAM has not received much attention, currently struggling with a market cap of around 2 million.

New Wine: Desci Series

Recently, the narrative around Desci has been hot, with the longevity drug concepts of URO (urinary stone factor) and RIFSOL (rifamycin) both achieving market caps exceeding 100 million and quickly launching. Although the concept of Desci was proposed as early as 2022, it has only recently gained significant market attention due to the explosive growth of URO and RIF. The Desci narrative seems to be blooming all over Solana, but signs have already begun to emerge on Base.

Vita

VitaDAO migrated from the Ethereum mainnet to Base back in April this year due to gas issues. VitaDAO is a group focused on funding early longevity research and has received investment from Pfizer. The explosive popularity of VITA is also due to celebrity endorsements. During Devcon in Thailand, Vitalik showcased VitaDAO's first product, VD001, to CZ; this high-dose spermidine product can be used as a longevity supplement. Subsequently, CZ expressed a desire to see "1,000 Desci projects next year," which influenced VITA to surge fivefold from its bottom within a week, smoothly surpassing a market cap of 100 million. However, its performance on Base has been mediocre.

Baby

Baby is supported by the DAO organization AthenaDAO under Bio Protocol. It belongs to the Desci DAO concept. AthenaDAO deployed 5 ETH on the Base network to increase liquidity to support Desci's meme project. On November 20, BABY announced the launch of cross-chain token exchange functionality, allowing users to cross-chain to the Base network and exchange for BABY tokens. Currently, Baby does not have much presence in the Chinese community, and its market cap remains low, around 2 million.

Grow

GROW is the community governance token of ValleyDAO. ValleyDAO is a community that funds research in synthetic biology, advocating for environmental protection, nature, and organic health, with a political spectrum leaning towards the trendy "Green Party" in Europe. The ValleyDAO project HempKnit has crowdfunded approximately 17.5 ETH, currently valued at about 55,000 dollars. GROW holders can vote on projects, co-fund research, and gain shares in new biotechnologies.

However, the pools for GROW are currently shallow, and synthetic biology does not have any compelling concepts or narratives that create FOMO, so investors should be cautious of risks.

Summary

The biggest problem with Base is insufficient liquidity. Perhaps people have become accustomed to the high-intensity PVP of Solana and look down on the memes of the Base ecosystem. However, just two months ago, 30 million was still the hard cap for on-chain memes, and two months later, meme projects are quickly reaching 50 million in market cap. The Base ecosystem has not yet caught the attention of many P players, while Virtual has quietly surpassed a market cap of 200 million. In times of crisis, there are opportunities; while everyone is pessimistic about Ethereum, Base has become Ethereum's last hope.

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