12-Hour Market Cap Surpasses $25 Million, Is $JOS Legit or Another "Rug Pull"?
4 月 23 日晚,AI 项目 JuliaOS 的代币在 Solana 链上以 65 万美元左右的市值发射,其背后 50% 以上的捆绑代币让链上玩家望而却步,而不到 24 小时便达到了 2500 万美元市值。JuliaOS 究竟是什么,其背后的捆绑地址又是怎么回事呢?

JuliaOS 是什么?
JuliaOS 是一个新的 AI Agent 的蜂巢集群框架,现在可以得知的团队信息只有Qubic的 COO Leslie Kivit 作为该项目的顾问,以及创始人 Adam Consuli 的推特,网上并不能找到有关这个名字的相关信息,只能从项目方的 Mod 处得知,团队来自挪威,而创始人拥有 6 年以上在金融交易和能源行业的 IT 经验。作为创始人的位置是 CTO 而非 CEO 可能证明这个团队更偏向技术为主而非营销。
而顾问 Leslie Kivit 来自 Qubic,这是一个结合预言机和智能合约实现免费交易的同时利用计算能力进行人工智能训练的一层网络。作为 AI 链曾在马德里举办过多次 AI 黑客松比赛,两个团队同样来自欧洲,Leslie Kivit 愿意作为团队中唯一 Doxx 的成员很有可能双方团队在线下是有一定信任度的。


参与过 AI 上个周期的项目的人对这个 AI Swarm 概念肯定不会陌生,上个周期使用 Python 写的 Swarms、TypeScript 的 Eliza、Rust 的 Arc 都提到了这个框架模式。而这些项目都曾拥有不错的市值。
团队对自己的技术十分有自信,宣称仅仅一个月,就开发了以下图表中的所有功能,并在 TG 中发表公告宣称这两天「周四、周五」会有一件大事将宣布。

社区还「贴心」的准备了自己与其他 Swarm 类项目技术层面对比,现在可以得知该框架现在可以支持的多链包括 ETH、Polygon、Arbitrum、Optimism、Base、Solana 等一系列主流链以及 Llama、Gemini、Mistral 等主流大模型。
而项目路线图中表示,团队也将从 AI Agent 出发,发展成 AI 驱动的 DAO 组织并在未来上线可以交易 AI 学习资料和 AI Agent 的市场。
该路线与大多的框架类 AI 项目相似,但此前大多 AI 项目并未达到预期。相反市场中最认可的概念其实是该项目使用的底层编程语言 Julia。


视觉团队
Orange Studio 是来自奈及利亚的全栈 Web3 创意工作室,他们主要负责 JuliaOS 的品牌推广、设计、动画和部分开发的部分。此前像是 Hape、AscendEX、Tron、SAND 等项目也与其合作过。


非主流编程语言 Julia 是什么?
Julia 是一种高性能、动态类型的高级编程语言,专为科学计算、数据分析和机器学习设计,与如今的 AI 所需的能力相契合。Julia 最早于 2012 年由 MIT 的四位研究员 Jeff Bezanson、Stefan Karpinski、Viral B. Shah、Alan Edelman 首次推出。
他们在 2012 年情人节发行了一篇《为什么我们创造 Julia》,其中提到了之所以创造 Julia 是因为他们太贪心了「我们想要 C 的速度,又不失 Ruby 的动态性,我们想要一种既适合通用编程又像 Python 一样易用;在统计方面像 R 一样便捷;在字符串处理上像 Perl 一样自然;在线性代数上如 Matlab 般强大;在程序组合上像 Shell 一样出色。」
到现在 13 年过去了在 PYPL 的 2025 年 4 月编程语言流行度排名,其排名第 23,在 AI Agent 高速发展的现在,尤其在 CryptoAI 中,Julia 被认为其更适合 Crypto 的快速更新的信息流。

预售的代币捆绑
即使 Julia 的 AI 框架概念在散户中确实有一定吸引力,但在链上交易代币,最令人担心的事情之一就是内幕,而第一眼看到如此大量的捆绑代币以及狙击代币,却没有任何公开预售的信息以及相关的代币分配规则着实令人不放心。

项目孵化的领头人 ALTpartisan 对此的回应是,因为需要在品牌概念尚未启动时进行大量市场营销,因此联系了彼此信任的社区在非常早期就进行投资。随后补充道「两个月前的市场看起来非常不确定,而项目需要 Runway。如果我们选择走 VC 路线,这个项目的起步市值将是 300 万美元,这也是我们为什么选择一个小型社区销售的原因。」

ALT 认为几乎没有一种方式能让所有类型的投资者都满意,而为了项目发展他已经选择了对一个正规项目最适合的路径。我们可以在社区中得知对这些社区的预售市值价格是跟代币发射时的 IMC「初始市值」相同且有一定的贩售限制,团队宣称对每个出售的代币地址都进行了监控,以便随时应对。
项目的理念以及首个 Julia 语言的 AI Agent 项目的概念似乎不错,但想要更好的发展项目需要给予社区更多的信任,更透明的团队以及代币分发制度将更好的帮助项目与社区相互理解,而匿名的团队与 Insider 将会把社区推的更远。在截稿的当下代币的市值横在了 1400 万美元,尽管团队给出的理由确有道理,但在这个市场情况下,我们需要倍加小心的进行投资选择。
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