After the AI ​​ebb, how can the head project choose to save and break the situation?

Author: Nanzhao, Odaily Planet Daily

In January, the AI ​​tokens staged the last wave of frenzy in October to the present. Virtual and AI16Z's market value once reached 5 billion and 2.5 billion. However, after Trump's release of Trump, the situation turned sharply, and the AI ​​sector plummeted across the board after severe blood -sucking. Although Trump fell to 30 US dollars, a brief rebound in the process, but Deepseek immediately became the last blow to piercing the AI ​​bubble. ARC's market value fell from US $ 600 million to $ 250 million, and SWAMRS fell from $ 60% to $ 60 million from $ 600 million.

During the rise of the AI, it is a new narrative, such as the transformation of the AI ​​Launchpad platform and the development framework, which can greatly boost the tokens performance. But on the other hand, these AI projects are currently "meaningless". At least we have not seen any AI products really change the operating methods and processes of the Crypto industry. Therefore, the original routine and stories are in It is no longer impossible to reverse the situation.

In this AI ebb environment, is there any AI project launched self -rescue operation? What form will they stabilize user confidence, control chips and selling behaviors?

The Odaily Planet Daily will summarize the recent movement of the head AI project in this article, and summarize the routes of various head projects . Although the current method cannot be determined whether they are valid, "there must be any more afterwards." A successful plan will be imitated or even developed by other projects into the core of the next narrative, and we will continue to observe this.

Show muscles, engage in relationships

ARC is one of the most stable projects in AI. Its core business is the AI ​​Agent framework RIG based on the Rust language, and it does not rely entirely on the Solana network. Recently, ARC blended multiple ecology, including but not limited to:

• Become the support project of the ARBITRUM Stylus Fund (the total funding is 5 million ARB)

• Union SOLANA Foundation launched targeted funding activities for developers

• Participate with Monad to participate in ETHDENVER hackers

Product update

Chasing hot spots and integrating DEEPSEEK

DeepSeek is undoubtedly the hottest topic in the near future. Multiple projects have also announced access and integrated DeepSeek when Deepseek became popular, including Griffain, Ava, Buzz, etc., but the essence of its own business has little impact.

High -frequency update, high -frequency exposure

Earlier on the X platform, we can see more about the output of various topics and styles of "Talking" AI Agent, but the development accounts behind them are not frequent. Perhaps the advent of AI cold winter, some projects further enhanced product updates on their main account, including LMT and Zerebro.

Especially LMT, from January 8th, publish product update details on the X platform every day, highlighting the content of LMT's daily construction, repair or improvement of LMT, and its particle size is very detailed.

For such projects, product development is originally the main line, and because of its development background, capabilities, and products, it has become one of the few projects that exceed hundreds of millions of dollars in the AI ​​boom. After the rejection of carnival and bubbles, the landing situation of the next generation of products will become the basis of the rise (assuming that there are still a second wave of AI boom), so some products can itinely, can continue to share, or the next break.

SWAMRS: Different to do something

Earlier, Swarms was one of the first batch of framework development projects after AI16Z, and was exposed by many criticisms of AI16Z founder Shaw. In terms of "story", the market value increased to $ 600 million in the short term.

On February 1, Swarms once again made a pioneering move- "requesting token holders to invest in DAO/pledged token." Swarms posted on the X platform that the team only held a total amount of 2% of the tokens, which caused the tokens to be easily manipulated by "malicious token holders and exchanges without real interests for our mission". Therefore, SWAMRS launched a proposal, hoping to increase the team's tokens to 10%, and its specific form is to set up a DAO, which is invested by the token holder to the DAO (Invest) to the tokens, and then received pledge rewards and governance. Rights, product priority experience and other rights.

However, there are many unclear places in this proposal, such as whether the owner of the Invest also owns tokens. If you don't keep it, why is it called "pledge reward"? And the team does not have much tokens, and how to provide pledge income is not clear.

Summary: Breaking the way or in the product itself

In summary, we can see that the head project is keen to "engage in big news", but turning to further showing that we have the ability to do well and develop products for a long time . The main theme of 2025 is still AI. After the bubble is cleared, it rises or is no longer based on "narrative", but is "product".