ai16z | TRUMP | Clanker | Boyco

• ai16z is a DAO launched in October 2024 with the goal of building an AI-driven hedge fund powered by the open-source framework Eliza. By early January 2025, AI16Z, the project's eponymous token, reached a peak market cap of $2.4B. However, amidst a recent market downturn, its valuation has declined to $700M. It will be interesting to see how upcoming developments will shape the DAO’s growth and future trajectory.

• Despite the decline in market cap, the number of ai16z holders has been steadily rising, reaching 111k unique addresses. This represents a 114% increase over the past 30 days and 9% growth in the last 7 days reflecting continued interest and adoption despite the challenging market conditions.

• ai16z DAO's AUM has significantly decreased following the market downturn as well. The current AUM stands at $3.3M, down over 90% from its peak of over $37M. At its peak, ai16z's AUM primarily consisted of ELIZA (28%) and FXN (18%), which have since been replaced by SENTAI (19%) and AGENCY (13%).

• Clanker is a launchpad for ideas, memes, tokens, and companies on Base. Users launch tokens by summoning the Clanker bot. Upon deployment, the bot, also known as an agent, creates Uniswap v3 liquidity pools, and creators earn fees from trading activity. Creators get 40% of 1% of the trading volume. Clanker has facilitated over 50k token launches & attracted 183k unique traders. Despite starting on Farcaster, the blockchain-based social network, the cultural mindshare of Clanker's reach has expanded significantly, with ~80% of holders coming outside of Farcaster.

• In two months, Clanker has attracted 20+ credible projects building on its protocol and hosted a ClankHack. The growing ecosystem includes agent frameworks, trading games, digital neighborhoods, tooling, trading platforms, social games, zero-knowledge social platforms, ai terminals, and DeFi experiments.

• Since Nov. 8, Clanker has launched 50,997 tokens. While token creation peaked in mid-December at ~1,500 tokens/day, the platform maintained consistent daily launches of 500-800 tokens through January. Accumulative volume of tokens on Clanker passed $1.75B. CLANKER, the token, trades at ~$30M fully diluted value (FDV).

• Clanker's fee distribution model has proven effective for creators, companies, and developers opting to use the platform. For example, NATIVE's creator, @derek on Farcaster, has claimed 19.6 ETH in fees, and Bankr has claimed 18.8 ETH. In general, successful tokens have collected over $1M in fees from the 1% Uniswap trading fee alone. In some instances, the revenue share from trading fees alone have enabled some devs to completely bootstrap their seed round.

• TRUMP is a memecoin launched on Jan. 18 by U.S. President Donald Trump. The token's trading volume peaked in the later hours of Jan. has been on a steady decline since.

• Nearly 90% of TRUMP trading has happened on the Solana-based decentralized exchanges (DEXs) Raydium and Meteora. Orca and Phoenix, other Solana-based exchanges, take the 3rd and 4th spots.

• TRUMP's price after launch skyrocketed to a high of $72.9, but has since then declined nearly 60% — the token sits at $29.3 as of Jan. 28.

• Boyco, the Berachain incentivized action market (IAM) Protocol powered by Royco, Enso and LayerZero, crossed $90M+ TVL on its vaults within 24 hours of launch. The project also attracted $2.2B in pre-deposits. 2% of supply of BERA, Berachain's native token, is allocated to incentivize deposits to Boyco. The first vault to be fully subscribed is the 90-day-lockup Origami USDC Boyco Vault with $69M TVL offering a 116.81% BERA APY.

• Lasting for 6 days and ending on Feb. 3 2AM UTC, 98% of Boyco's deposits are USDC so far. Now that Origami USDC Boyco vault with direct BERA incentives is full, the remaining vaults offer points for depositing Pendle assets and liquid staking tokens (LSTs) from EtherFi, Stakestone, Lombard, CIAN, Solv, Ethena, Usual, and others.

• Among the 1100+ depositors, 54.25% deposited up to $5000, while the remaining 45.75% deposited more than $5000, where 16 unique deposits had cumulative deposits of more than $1M in the past 24 hours. To compare, 80% of the depositors of the pre-Boyco vaults deposited $1000 and less.