This week continues to follow the ai16z series, WORM, and adds followDRUGS, Project89

*Original | Odaily Planet Daily ( @OdailyChina )

Author | Asher(**@Asher_ 0210)*

Last week’s Meme holdings summary

ai16z system (ai16z, ELIZA, degenai)

Price Performance:

For the three projects in the ai16z series, according to GMGN data, after a week, ai16z has increased by about 10% compared to last week’s recommendation (market value increased from 8.5 billion USD to 9.4 billion USD); ELIZA and degenai both experienced significant pullbacks, with ELIZA currently reporting a market value of 45 million USD and degenai reporting a market value of 48 million USD.

Project Updates:

1. This week, Shaw attended offline Dev Meetups in Shanghai, Beijing, and Hong Kong. He was interviewed by Odaily Star Daily in Shanghai, where he shared the latest developments of ai16z, degenai, and the deep collaboration project ELIZA, as well as the impact of the AI sector on Web3 in 2025 (click here to view the full article: Exclusive Interview with Shaw, Founder of ai16z: Eliza Framework, DAO Innovation, and How AI Will Reshape the Future of Web3).

2. Integrate the ai16z token economy and more details will be announced soon.

Integrating ai16z ecosystem tokenomics

Current View:

Hold ELIZA and degenai firmly, waiting for AI agent pmairca to make autonomous investments, the AI agent of degenai to go live, and the update of token economics after the confirmation of the lowercase eliza airdrop address on January 10, 2025.

To claim the lowercase eliza airdrop, please confirm before January 10th.

WORM

Price Performance:

According to GMGN data, after a week, MAX has experienced a certain degree of correction in recommended price compared to last week (the market value has decreased from 28 million USD to 21 million USD).

Project Updates:

1. The team officially announced the DeepWorm documentation (full text link: It is not only an “on-chain brain”, but also a framework that combines digital biology and blockchain technology, bringing new possibilities of “intelligence” and “life” to the decentralized world.

Current view:

Small losses, but continue to hold. WORM Narrative is unique (AI+animal-themed Meme+DeSci). Currently in the early stages of the project, looking forward to its development.

MAX

Price Performance:

According to GMGN data, after a week, MAX has experienced a significant pullback in price compared to last week (market value decreased from 20 million US dollars to 10 million US dollars).

Project Updates:

The MAX token staking was launched to obtain the initial share of its AI Agent issuance platform tokens. However, the first project RACKS failed to be issued due to factors such as sniper robots, and the refund process has now been initiated.

RACKS Project Refund Instructions

Current Opinion:

Currently all positions have been cleared, with a comprehensive return of nearly 3 times. If there are explosive projects on its issuance platform in the future or if MAX’s market value falls back below 5 million US dollars, consider repositioning.

Focus List for this week

DRUGS

Project Introduction:

DRUGS aims to disrupt the monopolistic business model of traditional large pharmaceutical companies. Since its inception, the project has received widespread support from the BIO ecosystem, including Pump Science, other BIO-related DeSci DAOs, and BIO co-founder Paul himself.

Reasons for optimism:

1. Similar to ai16z DAO, DRUGS is the largest Dao organization in the DeSci sector. Different DeSci project parties will donate to the Big Pharmai Treasury to obtain support from DRUGS. Therefore, as the DeSci sector heats up, there may be a continuous stream of DeSci project parties bound by it, with great market value growth potential.

2. BIO Protocol co-founder and CEO Paul Kohlhaas previously replied to a post on X platform, proposing to airdrop BIO tokens to communities such as Big Pharmai (DRUGS), and Paul Kohlhaas frequently interacts with Anthony Fauccai, the founder of Big Pharmai.

3. daos.fun may announce content related to DRUGS tokens.

Price Performance:

According to GMGN data, the market value of DRUGS reached a peak of 60 million US dollars and is currently valued at 23 million US dollars.

Contract Address:

CX9YDTED9TWgVXVoFy8JL9gSSAEWcTv4mzjLSv17LQsj

Project89

Project Introduction:

Project89 is an avant-garde alternative reality game (ARG) based on Solana, which combines AI-driven gameplay with real-life elements to create an immersive storytelling experience, blurring the boundaries between virtual and reality. Players shape this evolving world by completing missions and team challenges, while AI agents autonomously generate tasks. The combination of players’ creativity and strategy with AI’s narrative abilities forms a constantly evolving game experience.

Reasons for optimism:

1. The combination of the concept of AI Agent and chain games gives the market more room for imagination;

2. Gain the attention and recognition of ai16z co-founder Shaw;

Price Performance:

According to GMGN data, the market value of Project89 has surged from a peak of over 100 million US dollars in a short time, and the current market value is 24 million US dollars.

Contract address:

Bz4MhmVRQENiCou7ZpJ575wpjNFjBjVBSiVhuNg1pump