Author: Deep Tide TechFlow
With the violent liquidation (temporarily) coming to an end, the altcoins are starting to warm up. Looking around, the first to rebound are still the AI Memes on Solana, not only the already listed tokens $GOAT and $ACT, but also some high-volume AI Memes on-chain are surging uncontrollably.
Coincidentally, December 11 marks the two-month anniversary of the birth of $GOAT, which is also when the market officially began to engage with AI Memes and went crazy for them. After two months of rapid learning and accumulation, the market's focus on AI Memes has gradually shifted from "fun" to "practical." The previously criticized $ai16z has today surpassed an $800 million market cap, successfully flipping $GOAT and $ACT. Clearly, the underlying infrastructure concept of the AI sector has captured some attention away from AI Agents.
Back to the market, as the overall sentiment on the Solana chain warms up, the "fast pass" tokens are noticeably improving in both quality and quantity. In the early hours of the 11th, a Solana token named $arc went live and achieved a market cap of $20 million within 6 hours, reaching nearly $50 million at the time of writing.
By examining the background of $arc, we found that its team is closely related to developers of an AI development framework called "rig," representing a true hardcore AI infrastructure concept. This overnight surge may also align perfectly with the market's shift in perception towards AI concept tokens.
Note: Meme token prices are highly volatile and carry significant risks. Investors should fully assess the risks and participate cautiously. This article is merely a sharing of information based on market trends, and the author and platform make no guarantees regarding the completeness or accuracy of the content. This article does not constitute any investment advice.
Is it really a token from the rig development team?
The official manifesto of arc states quite plainly: "we build rig, rig builds us," directly indicating the project's connection to the rig framework. Additionally, two articles on the official website and official Twitter briefly explain the significance of the project: "We are undergoing a transformation about 'meaning'."
The team believes that LLMs (large language models) are like a vast ocean of meaning, where all possible concepts coexist and collide with each other. This characteristic gradually resembles the way humans understand the world—just as we naturally process meaning and context when we understand memes and allusions.
Based on this understanding, the arc team is continuously developing the rig framework—a Rust-based AI development framework. This is not just an agent framework written in Rust, but a tool designed to help developers navigate the "ocean of meaning." Their goal is not to replace human creativity with AI but to enhance our ability to discover patterns and establish connections, helping people better understand and utilize AI's way of processing meaning. This represents a significant shift in the software development paradigm from pure logic construction to meaning processing, which the team refers to as "a transformation about 'meaning.'"
In simple terms, the team's two lengthy articles convey: "Don't you like to speculate on AI? Well, we are about to do something big in the AI development field."
Then, at the end of the lengthy discourse, they attached the freshly minted $arc token contract.
However, given the current prevalence of scams related to AI concepts, relying solely on the arc team's word is certainly not enough to create such FOMO in the market. The real FOMO point in the market lies in the fact that the developers of the rig framework, @Playgrounds0x and Co-Founder @0thTachi, passionately retweeted the official arc tweet to "claim" the project, while also playing on the red and blue pill meme from The Matrix, suggesting that the project will bring about significant change.
What exactly is the rig framework?
As mentioned earlier, rig (Rust Inference Gateway) is an AI development framework written in Rust. Here’s a brief introduction:
Many people may have heard of the Rust language used to create the rig framework; Solana uses Rust to develop smart contracts, so many top developers on Solana and engineers using Rust for AI development should be quite familiar with rig.
Simply put, rig acts like a "smart butler," helping developers build and manage AI applications more easily. If we compare an AI model (like GPT-4) to a powerful engine, then rig is the transmission and drive system that allows this engine to operate stably and efficiently.
In the current AI framework landscape, Python-based LangChain has long dominated. However, as application scales grow, LangChain's performance has gradually become inadequate, leaving developers with an awkward choice:
Either use a simple but performance-limited Python framework
Or directly deal with complex low-level APIs
The rig framework, with its higher execution efficiency and security brought by Rust, provides developers with a better option.
If we use building a house as a metaphor for AI development:
Traditional Python frameworks (like LangChain) are like houses built with wood: quick to construct but limited in load-bearing capacity
Whereas rig is like a skyscraper built with reinforced concrete: although the initial investment is higher, it can support more complex structures
With a relatively solid narrative support, the $arc fast pass to $50M seems a bit more "real."
Conclusion
The wave of AI Agents has brought about a massive wealth appreciation effect and more practical visions for AI + Crypto, while also accompanying teams engaging in wrongdoing and habitual scams. In the early stages of emerging narratives, not all money-making ventures are from genuinely good and useful teams. However, as the sector concepts and market perceptions mature, more teams like Rig developers with real substance are beginning to issue their own tokens, representing the entry of more "regular troops."
To paraphrase the current market situation, with the ecological development brought by ai16z and Virtuals as a precedent, the rig framework, which has just appeared in the market's view, may also see large-scale applications in the future, bringing more practical possibilities to the AI and crypto narrative, and the entry threshold for AI concepts will continue to rise.
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