AI projects on Solana have almost completely cooled down, but there is still a possibility of a resurgence, so here is a brief analysis of several major projects:

1. AI16Z

  • Current situation: Peaked at a market value of 2.5 billion at the beginning of January, followed by a continuous decline and weak performance.

  • Evaluation: Average project, lacks sustainable momentum, may need a new narrative or technological breakthrough to regain attention.

2. DegenAI

  • Current situation: Supported by SHAWN, but market value has dropped to only 4.8 million, with no signs of rebound.

  • Evaluation: Average project, lacks market confidence, difficult to make progress in the short term.

3. Swarms

  • Current situation: American team, experienced in WEB2, continues development but lacks the strength to drive up prices (suspected domestic manipulation is lagging).

  • Evaluation: Below average project, the project party holds few tokens, lacks the momentum to drive up prices, needs to observe subsequent ecological development.

4. MCS & CREATE

  • Current situation: An affiliated project of Swarms, follows the price fluctuations of Swarms.

  • Evaluation: Below average project, dependent on the performance of Swarms, with weaker independence.

5. ARC

  • Current situation: Strong players are committed to ecological development.

  • Evaluation: High-quality project, significant potential for ecological development, worth paying attention to.

6. Listen & ASKJ

  • Current situation: ARC ecological project, with a market value of around ten million, but the two projects have similar functionalities.

  • Evaluation: High-quality project, but redundant construction may disperse resources, need to observe the possibility of integration.

7. LUMO

  • Current situation: A project of interest to Solana Labs, focusing on fundamental data research, market value 6 million.

  • Evaluation: Above average project, the team is diligent but lacks support from major players, needs more funding and resource injection.

8. SSE

  • Current situation: Social browser, received a $5 million investment, significant wash trading, market value 20-30 million.

  • Evaluation: Above average project, has certain strengths, but with high volatility, suitable for investors with strong risk tolerance.

9. WHISP

  • Current situation: Focused on mobile app, supports gasless transfers, backed by Solana founder Toly, market value 7 million.

  • Evaluation: High-quality project, with technological highlights, active team, and volatility traits that may attract significant players' interest.

10. NUIT

  • Current situation: AI-driven data for browsers, has potential when combined with LUMO.

  • Evaluation: Average project, the team is diligent but needs more ecological cooperation and resource support.

Summary

  • Potential projects: ARC, WHISP, SSE, LUMO.

  • Projects to observe: Swarms, NUIT, Listen & ASKJ.

  • High-risk projects: AI16Z, DegenAI, MCS & CREATE.

The AI projects in the Solana ecosystem are currently in a downturn, but if market sentiment improves or AI narratives become a hot topic again, these projects may experience a resurgence. It is advisable to closely monitor market dynamics, team progress, and capital flows, while also paying attention to risk control.