AI代理概念幣正在蓬勃發展，但AI代理到底是什麼？

儘管加密貨幣市場正在整合，但人工智慧代理概念幣的融資卻很繁忙。 1月2日，VIRTUAL 24小時漲幅超18%，目前股價為4.72美元，市值升至47.2億美元，創下歷史新高。

Consolidate cryptocurrency market, but AI agent concept coin chain bustling

加密貨幣市場盤整，AI代理概念幣鏈熱鬧

On January 2, VIRTUAL saw a 24-hour increase of over 18%, currently priced at $4.72, with a market cap rising to $4.72 billion, setting a new historical high.

1月2日，VIRTUAL 24小時漲幅超18%，目前股價為4.72美元，市值升至47.2億美元，創下歷史新高。

ZEREBRO experienced a 24-hour increase of over 16%, priced at $0.72, with a market cap exceeding $700 million, also reaching a historical high.

ZEREBRO 24小時漲幅超16%，售價0.72美元，市值突破7億美元，也創下歷史新高。

AI16Z surged over 31%, currently priced at $2.37, with its market cap briefly surpassing $2.5 billion, marking a historical high.

AI16Z 漲幅超 31%，目前股價為 2.37 美元，市值短暫突破 25 億美元，創歷史新高。

COOKIE increased by 119%, currently priced at $0.52, with a market cap of $72 million. Even GOAT, which was nearly forgotten by the market, rose over 19%, currently priced at $0.60, while ACT increased by 18%, priced at $0.33.

COOKIE上漲119%，目前股價為0.52美元，市值為7,200萬美元。就連幾乎被市場遺忘的GOAT也上漲了19%以上，目前價格為0.60美元，而ACT則上漲了18%，價格為0.33美元。

AI agent concept is in full swing, what is happening behind the scenes?

AI代理概念如火如荼地展開，幕後到底發生了什麼事？

OpenAI to Release AI Agent Tool "Operator" This Month

OpenAI本月發布AI代理工具“Operator”

As early as last November, OpenAI planned to release an AI agent tool codenamed "Operator" in January 2025. This tool can automatically perform tasks on users' computers, such as writing code or booking travel. Insiders revealed that the tool will be launched as a research preview and made available to developers via API.

早在去年11月，OpenAI就計劃在2025年1月發布一款代號為「Operator」的AI代理工具。內部人士透露，該工具將以研究預覽版的形式推出，並透過 API 向開發人員提供。

Moreover, OpenAI boldly predicted back in October that AI agents would "become mainstream" next year. OpenAI's Chief Product Officer Kevin Weil stated, "These more agent-like systems will become possible, which is why I believe 2025 will be the year when agent systems finally enter the mainstream."

此外，OpenAI 早在 10 月就大膽預測，人工智慧代理將在明年「成為主流」。 OpenAI 首席產品長 Kevin Weil 表示：“這些更像代理的系統將成為可能，這就是為什麼我相信 2025 年將是代理系統最終進入主流的一年。”

As a significant brand in the AI field, any major updates and advancements in its products attract market attention and become targets for speculative funding. Thus, it is not surprising that some hot and quality project tokens are gaining market favor.

作為人工智慧領域的重要品牌，其產品的任何重大更新和進步都會引起市場關注並成為投機資金的目標。因此，一些熱門且優質的項目代幣受到市場青睞也就不足為奇了。

What Exactly Are AI Agents? What Possibilities Exist with Crypto?

人工智慧代理到底是什麼？加密貨幣存在哪些可能性？

In short, AI agents are efficient intelligent tools capable of automatically handling various tasks, such as email management, travel scheduling, and even assisting with programming. This allows people to focus more on other important matters at work.

簡而言之，人工智慧代理是高效的智慧工具，能夠自動處理各種任務，例如電子郵件管理、旅行安排，甚至協助程式設計。這使人們能夠更專注於工作中的其他重要事務。

If you're still unsure about this, imagine that when you need to buy fruit, you typically open a mobile app, search, fill in your address, confirm the order, and finally make the payment.

如果您對此仍然不確定，想像一下，當您需要購買水果時，您通常會打開移動應用程序，搜索，填寫您的地址，確認訂單，最後付款。

In the era of AI agents, now you only need to tell the AI agent to make a call, purchase $30 worth of mangoes, and have them delivered to your home. The AI agent will directly call the vendor and specify the requirements, and the user just needs to wait for the delivery.

在AI客服時代，現在你只需要告訴AI客服打個電話，購買價值30美元的芒果，然後送到你家。 AI代理商會直接致電供應商並明確需求，用戶只需等待出貨即可。

In an era where everything can be AI-enabled, what kind of chemical reaction will occur between the cryptocurrency field and AI? This exploration has become a market trend. Setting aside past projects focused on the OpenAI Ultraman concept like WLD and AI data analysis like Arkham, the on-chain AI agent concept has now become the latest trend.

在萬物皆可AI的時代，加密貨幣領域與AI會發生什麼樣的化學反應？這種探索已成為市場趨勢。拋開過去專注於 OpenAI Ultraman 概念（如 WLD）和 AI 數據分析（如 Arkham）的項目，鏈上 AI 代理概念現已成為最新趨勢。

Starting with AI+MEME representatives like GOAT, it has evolved into application exploration tracks, such as Twitter reply comments, even including price analysis like AIXBT, and content generation related to AI's impact on music, like Zerebro.

從GOAT這樣的AI+MEME代表開始，逐漸演變成應用探索賽道，例如Twitter回覆評論，甚至包括像AIXBT這樣的價格分析，以及像Zerebro這樣與AI對音樂影響相關的內容產生。

The third type is represented by platforms like Virtual and Clanker, which create wealth effects through Launchpad functionalities. If these platforms can deliver good returns and high-quality projects, they often create a significant leading effect, as evidenced by Virtual's continuous historical highs.

第三類以Virtual、Clanker等平台為代表，透過Launchpad功能創造財富效應。如果這些平台能夠帶來良好的回報和高品質的項目，往往會產生顯著的領先效應，Virtual不斷創新高就證明了這一點。

More possibilities include the combination of AI agents and DeFi, such as achieving automated investments, intelligent alerts, and enhancing yield rates. Fred Wilson, co-founder of USV, even predicted that by 2025, the chief AI robot of his fund would go out of control, gaining access to USV's crypto wallet and starting seed investments, one of which ultimately yielded substantial returns.

更多的可能性包括AI代理和DeFi的結合，例如實現自動化投資、智慧提醒、提高收益率等。 USV 聯合創始人 Fred Wilson 甚至預測，到 2025 年，他的基金的首席人工智慧機器人將失控，獲得 USV 的加密錢包的訪問權並開始種子投資，其中一項投資最終獲得了豐厚的回報。

However, at present, AI agents in the cryptocurrency field mainly revolve around speculative hotspots, and their actual specific applications remain to be observed and explored.

但目前，加密貨幣領域的人工智慧代理主要圍繞投機熱點展開，其實際具體應用仍有待觀察與探索。

How Do Experts and Institutions View This?

專家和機構對此有何看法？

The AI craze has also led many institutions and investors to express optimism about its future development. Binance Labs predicts that industries like gaming, ZK technology, and privacy solutions, which have underperformed, may make a comeback as they transition from development to production, thus supporting new use cases. Additionally, existing narratives like DeSci, RWA/stablecoins, and AI agents should continue to perform well with strong momentum.

AI熱潮也讓不少機構和投資人對其未來發展表示樂觀。幣安 Labs 預測，遊戲、ZK 技術和隱私解決方案等表現不佳的行業可能會在從開發過渡到生產時捲土重來，從而支援新的用例。此外，DeSci、RWA/穩定幣和人工智慧代理等現有的敘述應該會繼續表現良好，勢頭強勁。

Ryan Rasmussen, Head of Research at Bitwise, predicts that the tokens launched by AI agents will lead to a meme coin frenzy larger than that of 2024.

Bitwise 研究主管 Ryan Rasmussen 預測，人工智慧代理商推出的代幣將引發比 2024 年更大規模的迷因幣狂潮。

Rob Hadick, General Partner at Dragonfly, and David Pakman, Managing Director at CoinFund, pointed out that

Dragonfly 普通合夥人 Rob Hadick 和 CoinFund 董事總經理 David Pakman 指出