作者：等风闲谈
Doge 新高了，meme的带头大哥起飞了，小弟们的起飞也是时间问题了。
个人认为 AI meme 的故事具有很强的持续性，非常期待。
ai16z的创始人Shaw 说过@ai16zdao 不会为 Eliza 推出自己的代币，于是社区推动的小写$eliza 几天就到了4000万市值。看到社区的成功和巨大的“赚钱机会 ”，反悔推出大写VC币$ELIZA ，而且ai16z核心成员都提前买入老鼠仓，喊单后疯狂抛售。
这个故事有反VC等故事性在里面，但能看出市场对 ai meme 的热情。
11 月 14 日，某匿名用户通过 Superanon 账号与 Farcaster 生态中的 AI Agent 账号@clanker互动，成功发出了一个$ANON 的 MEME 币。
Vitalik 和 Jesse 前后脚买入 Base 生态 meme 币 ANON，因此 ANON 市值迅速飙升，一度突破 60M。让 Base 上再一次掀起了 AI 代币热潮，这个挂着 ZK 技术的功能型代币又一次让社区意识到 Base 或许迎来了年初 Degen 般的叙事。
ANON 功能用户可以通过持有一定数量的 ANON 代币在 Farcaster 上发布匿名帖子或使用高级功能。例如，持有 3 万枚 ANON 可解锁基础发帖功能，而更高级的功能如将帖子推广至 X 平台或删除内容，则需要 100 万枚 ANON。
AI meme 可结合其他应用一起讲故事。
在这三个事件中，感受到 AI meme 未来故事性的厚度，不光可以搞各种梗，还可以其他多种形式，比如实用性等，以全新的方式呈现出来，想想是很丰厚的。
Crypto AI 项目大多是 AI+DePIN、算力租赁等跟传统 AI 技术沾边的概念
AI Bot 代币 GOAT 市值超过1B
AI16Z 开启 AI 投资 DAO 模式
AI Agent 与 Memecoin 的捆绑，AI Meme 一个月数十亿市值
一种由繁入简的发展过程，让大众用户更容易参与，并降低了理解门槛。
1、SOL链上
目前 AI meme 主要集中在 SOL 链上，比如：1）自主感知型： $Goat；2）纯 AI MEME型：$Fartcoin ；3）全能型：$Zerebro ；4）AI 代理平台：$ai16z ；5）物理机器+AI 结合： $Chaos；6）AI meme生态：ACT。
SOL 链上资金充足，土壤肥沃，容易长出各种掺天大树出来。目前高市值的 AI meme 基本都在 SOL 链上。
2、Base链上
从 Coinbase 到 Base 都已为这场 AI 大戏准备好了舞台。1）Virtuals Protocol 专注于构建娱乐化的 AI Agent，并且将 AI Agent 代币化，由社区共同所有。2）Farcaster 的开放和可编程基础设施可能使其成为 AI 智能体的热门平台。
对于社交平台，为 AI Agents 赋予链上交互能力，它们甚至能够自主发行 Meme，通过宣传增加其价值。这捕获了 Crypto 投资者的注意力，提升 Meme 的关注度。
AI Meme 趋势也在蔓延至 Farcaster、Zora、Paragraph 等链上社交应用，将成为 Crypto AI Agent 的天然家园。
Base链上相对SOL资金缺乏，但有coinbase的支持，有社交的基础设施，为 Ai meme 的发展打下基础，有可能长出一些好玩的东西。
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Catherine