代理標記化之後會發生什麼事？

代幣化的概念一直讓我著迷。這看起來很簡單，但每當新事物被代幣化時，人們的注意力就會迅速轉移到它身上。

Original Title: Random Sunday Thoughts on What Comes After Agent Tokenization? Author: Defi0xJeff, Crypto Kol Compiled by: zhouzhou, BlockBeats

原文標題：週日隨機思考代理代幣化之後會發生什麼事？作者：Defi0xJeff、加密達人 編譯：週船、BlockBeats

Editor's Note: This article discusses the trend of tokenization and its future development, covering advancements in tokenization across various fields such as assets, art, yield, and AI agents. It introduces how pioneers of different types of tokenization are driving industry change and explores potential future trends in tokenization, including data, attention, and AI applications. Tokenization is not only a technological innovation but also a force that changes how people interact and creates new opportunities.

編按：本文討論了代幣化的趨勢及其未來發展，涵蓋了資產、藝術品、收益和人工智慧代理等各個領域的代幣化進展。它介紹了不同類型代幣化的先驅如何推動行業變革，並探討了代幣化的未來潛在趨勢，包括數據、注意力和人工智慧應用。代幣化不僅是一項技術創新，也是改變人們互動方式並創造新機會的力量。

The following is the original content (reorganized for readability):

以下為原文內容（為方便閱讀而重新整理）：

The concept of tokenization has always fascinated me; it seems simple, yet whenever something new is tokenized, attention quickly shifts to it.

代幣化的概念一直讓我著迷。這看起來很簡單，但每當新事物被代幣化時，人們的注意力就會迅速轉移到它身上。

Here’s a summary of some tokenization trends we’ve seen so far, looking at how they have developed and what might happen in the future:

以下是我們迄今為止看到的一些代幣化趨勢的總結，看看它們是如何發展的以及未來可能會發生什麼：

Tokenization of Assets

資產代幣化

The initial trend of tokenization.

代幣化的初步趨勢。

Bitcoin created the first decentralized, secure, and transparent ledger system, paving the way for the digital representation of assets. Subsequently, the emergence of Ethereum in 2015 introduced smart contracts, allowing assets to be programmable—whether real estate, artwork, or DeFi.

比特幣創建了第一個去中心化、安全且透明的帳本系統，為資產的數位表示鋪平了道路。隨後，2015 年以太坊的出現引入了智慧合約，使資產變得可編程——無論是房地產、藝術品還是 DeFi。

Today, Ethereum's market value has reached $470 billion, showcasing the impact of tokenization on assets.

如今，以太坊市值已達4,700億美元，可見代幣化對資產的影響。

Tokenization of Art (NFTs)

藝術代幣化（NFT）

The rise of NFTs brought tokenization into the art world.

NFT 的興起將代幣化帶入了藝術世界。

In 2017, projects like CryptoPunks and CryptoKitties brought NFTs into the public eye. By 2021, NFT trading volume reached $13 billion, becoming the preferred method for representing digital art and collectibles. Many collectibles, such as CryptoPunks, BAYC, and Art Blocks, peaked at prices in the millions of dollars in 2021.

2017 年，CryptoPunks 和 CryptoKitties 等計畫讓 NFT 進入了公眾的視野。到 2021 年，NFT 交易量達到 130 億美元，成為代表數位藝術和收藏品的首選方式。 CryptoPunks、BAYC 和 Art Blocks 等許多收藏品的價格在 2021 年達到了數百萬美元的峰值。

Tokenization of Yield

收益代幣化

Another significant change is the tokenization of yield.

另一個重大變化是收益率的代幣化。

Pendle fi first proposed the concept of tokenizing future yield in 2021. It created a market that allows trading of fixed and variable yields, adding flexibility and liquidity to DeFi. Pendle began to grow rapidly in 2023, especially in the LST (Liquid Staking Tokens) and points market in early 2024.

Pendle fi 在 2021 年首次提出了未來收益率代幣化的概念。 Pendle於2023年開始快速成長，尤其是2024年初在LST（Liquid Stake Tokens）和積分市場。

Today, the market value of $PENDLE is $1.6 billion.

如今，$PENDLE 的市值為 16 億美元。

Tokenization of AI Agents

AI代理的代幣化

Now, we are seeing the tokenization of AI agents.

現在，我們看到人工智慧代理的代幣化。

Virtuals io launched a platform where users can create AI agents and tokenize them, effectively funding their development costs.

Virtuals io 推出了一個平台，用戶可以在其中創建人工智慧代理並將其代幣化，從而有效地資助其開發成本。

The concept of AI agents began in October 2024, with Virtuals creating a market for agent ownership. To date, the market value of $VIRTUAL has reached $2.5 billion.

人工智慧代理的概念始於 2024 年 10 月，Virtuals 創建了代理所有權市場。迄今為止，$VIRTUAL 的市值已達 25 億美元。

What is the Next Big Trend in Tokenization?

代幣化的下一個大趨勢是什麼？

In these areas—assets, art, yield, AI agents—we can see a clear pattern: pioneers in each field often experience rapid adoption and significant price volatility.

在這些領域——資產、藝術、收益、人工智慧代理——我們可以看到一個清晰的模式：每個領域的先驅者往往會經歷快速採用和顯著的價格波動。

Here are some ideas I am keeping an eye on:

以下是我正在關注的一些想法：

Tokenization of Data

數據標記化

withvana is exploring DataDAOs and Data Liquidity Pools (DLPs).

withvana 正在探索 DataDAO 和資料流動性池 (DL​​)。

Users can contribute data to these pools, retain data ownership, and earn rewards based on the quality of their contributions. Essentially, it transforms data into a liquid, tradable asset.

用戶可以向這些池貢獻數據，保留數據所有權，並根據貢獻的品質獲得獎勵。本質上，它將數據轉化為流動的、可交易的資產。

$VANA launched on December 16, and the concept of data ownership tokenization could be very large.

$VANA 於 12 月 16 日推出，資料所有權代幣化的概念可能非常大。

Tokenization of Attention

注意力標記化

kai to ai is working on attention tokenization in Web3, demonstrating the ability to generate and facilitate more attention through platforms, mind-sharing dashboards, and the recent Yap-to-Earn feature.

kai to ai 正在研究 Web3 中的注意力標記化，展示了透過平台、思想共享儀表板和最近的 Yap-to-Earn 功能產生和促進更多注意力的能力。

Their Yap per leaderboard encourages thought leaders to speak up more, earning Yap points that ultimately lead to airdrops of the $KAITO token.

他們的 Yap 每個排行榜鼓勵思想領袖更多地發言，賺取 Yap 積分，最終導致 $KAITO 代幣空投。

Essentially, Yap = Attention = $KAITO. This is an interesting way to showcase how Web3 is redefining user engagement.

本質上，Yap = 注意力 = $KAITO。這是展示 Web3 如何重新定義使用者參與度的有趣方式。

Tokenization of AI Applications

人工智慧應用的代幣化

This seems to be a natural extension of the AI agent trend.

這似乎是人工智慧代理趨勢的自然延伸。

With the rise of tools and ecosystems like Replit, we are getting closer to personalized software creation. Tokenized AI applications can allow users to initiate development and own a share of the revenue generated by the applications.

隨著 Replit 等工具和生態系統的興起，我們越來越接近個人化軟體創建。代幣化的人工智慧應用程式可以允許用戶啟動開發並分享應用程式產生的收入。

Competitors in this space include alchemist AI app and myshell ai, both empowering creators to build revenue-generating AI applications, providing practical and scalable use cases.

該領域的競爭對手包括 Alchemist AI 應用程式和 myshell ai，它們都使創作者能夠建立創收的 AI 應用程序，提供實用且可擴展的用例。

Myshell goes a step further by allowing investors to directly invest in these applications and receive a share of the revenue generated in the future. This model not only supports development but also aligns the interests of creators and investors.

Myshell 更進一步，允許投資者直接投資這些應用程式並獲得未來產生的收入的一部分。這種模式不僅支持發展，而且使創作者和投資者的利益保持一致。

Final Thoughts

最後的想法

Tokenization trends always bring new waves of innovation and adoption, but what excites me is not just the technology itself—but how it brings people together and shifts focus to new opportunities.

代幣化趨勢總是帶來新的創新和採用浪潮，但令我興奮的不僅僅是技術本身，還有它如何將人們聚集在一起並將焦點轉移到新的機會上。