AI Agent 概念專案回顧：從 Payman 到 Talus Network

近兩個月來，AI代理產業發展迅速，以ai16z為代表的項目為市場帶來了可觀的財富回報。

In recent months, the AI Agent sector has seen rapid development, with projects like ai16z generating substantial wealth returns in the market. Several well-known institutions have expressed optimism about the integration of AI and cryptocurrency in their 2025 trend predictions. Institutions like DWF Ventures, a16z, and Messari have all identified AI+Crypto as a key direction for future development.

近幾個月來，AI代理產業發展迅速，像ai16z這樣的計畫在市場上產生了可觀的財富回報。多家知名機構在2025年趨勢預測中對人工智慧與加密貨幣的融合表示樂觀。 DWF Ventures、a16z、Messari等機構都將AI+加密作為未來發展的重點方向。

Unlike projects under traditional financing models, the rise of the AI Agent sector initially unfolded on-chain in the form of memes, a characteristic that has significantly increased retail participation compared to VCs. This fair launch method offers greater fairness and transparency compared to previous projects' private placements, attracting a large number of investors' attention. However, despite the apparent equality and openness of the market without VC involvement, can we assert that the absence of VC participation is necessarily a good thing?

與傳統融資模式下的專案不同，AI Agent 產業的興起最初以 meme 的形式在鏈上展開，這一特徵與 VC 相比顯著提高了散戶參與度。這種公平發行的方式相比以往專案的私募具有更大的公平性和透明度，吸引了大量投資者的注意。然而，儘管沒有VC參與的市場表面上是平等和開放的，但我們能斷言沒有VC參與就一定是好事嗎？

In reality, although VC investments have faced token price pressures due to factors such as token unlocks in recent years, leading to a decline in VC attention, this is a result of the profit-seeking nature of capital and exit mechanisms. However, the role of VCs should not be overlooked, especially during the due diligence phase in the early stages of a project. In-depth due diligence by VCs can help investors filter out potentially high-risk projects, avoiding excessive blind investments. Additionally, well-funded project teams can typically focus more on technological innovation during the initial development phase and often possess more professional and efficient capabilities in project promotion and later operations, advantages that most on-chain meme projects cannot match.

事實上，雖然近年來VC投資因代幣解鎖等因素面臨代幣價格壓力，導致VC關注度下降，但這是資本逐利性和退出機制的結果。然而，創投的角色不應被忽視，尤其是在專案早期階段的盡職調查階段。創投機構深入的盡職調查可以幫助投資者篩選出潛在的高風險項目，避免過度盲目投資。此外，資金雄厚的專案團隊通常在開發初期能夠更加重視技術創新，在專案推廣和後期營運方面往往具備更專業、高效的能力，這是大多數鏈上表情包專案無法比擬的優勢。

Therefore, overall, the investment opportunities in the AI Agent sector are not limited to on-chain meme projects; the backing of VC funds also has its unique advantages. By reviewing AI Agent concept projects in the primary market over the past six months, Odaily Planet Daily hopes to provide readers with diversified investment options. Whether it is a VC project or an on-chain meme project, as long as the trends are correctly grasped, there are opportunities for profit.

因此，整體來看，AI Agent領域的投資機會不僅限於鏈上表情包專案； VC基金的支持也有其獨特的優勢。 Odaily星球日報透過回顧過去六個月一級市場的AI Agent概念項目，希望為讀者提供多元化的投資選擇。無論是VC項目還是鏈上meme項目，只要正確掌握趨勢，就有獲利的機會。

Coinbase Ventures and Visa co-invest in Payman

Coinbase Ventures 和 Visa 共同投資 Payman

Payman is an AI-to-user payment platform designed to provide payment capabilities for AI, enabling it to pay users for completing tasks (such as marketing, etc.). The platform supports payments in fiat currency and USDC stablecoin, providing a convenient flow of funds for interactions between AI and users.

Payman是一個AI對用戶的支付平台，旨在為AI提供支付能力，使其能夠為用戶完成任務（如行銷等）付費。平台支援法幣和USDC穩定幣支付，為AI與用戶互動提供便利的資金流動。

Core Features:

核心特點：

Easy Integration: Payman's API allows users to fund AI in seconds and start executing tasks.

輕鬆整合：Payman 的 API 允許用戶在幾秒鐘內為 AI 提供資金並開始執行任務。

Powerful Dashboard: The platform includes built-in spending limit features to help manage AI budgets while monitoring AI spending through precise task tracking.

強大的儀表板：該平台包含內建支出限制功能，可協助管理人工智慧預算，同時透過精確的任務追蹤監控人工智慧支出。

Flexible Task Posting: AI can easily assign tasks to users who need to complete them or post tasks to the platform's marketplace.

靈活的任務發布：AI可以輕鬆地將任務分配給需要完成的使用者或將任務發佈到平台的市場。

Platform Highlights:

平台亮點：

Human Marketplace: Payman provides a dedicated marketplace for AI to find users to complete tasks it cannot accomplish independently or needs assistance in certain areas.

人力市場：Payman 為人工智慧提供了一個專門的市場，用於尋找用戶來完成其無法獨立完成或在某些領域需要幫助的任務。

Multiple Payment Methods: Whether the AI chooses to use fiat currency, cryptocurrency, or pay users through bank accounts, Payman can provide support to ensure a convenient and secure payment process.

多種支付方式：無論AI選擇使用法幣、加密貨幣，或是透過銀行帳戶向用戶付款，Payman都可以提供支持，確保支付過程便捷、安全。

Payman enables AI to pay users for completing tasks, with the following steps:

Payman讓AI能夠為用戶完成任務付費，具體步驟如下：

Add funds to the AI wallet: First, log into the platform, create an AI agent, and fund its wallet.

向AI錢包充值：首先，登入平台，建立AI代理，並為其錢包充值。

Integrate Payman API into AI: By integrating Payman's API, funds are provided to AI, allowing it to start using the platform.

將Payman API整合到AI中：透過整合Payman的API，向AI提供資金，使其開始使用該平台。

AI posts tasks: The AI agent posts tasks to the marketplace, inviting users to participate and complete tasks.

AI發布任務：AI代理將任務發佈到市場，邀請用戶參與並完成任務。

Webhooks notify task completion: Payman's provided Webhooks notify the AI agent upon task completion, helping it optimize task handling and execution.

Webhooks 通知任務完成：Payman 提供的 Webhooks 在任務完成時通知 AI 代理，幫助其優化任務處理和執行。

Payman has a wide range of application scenarios. For example, in product management, AI agents can optimize product development by paying users for feedback; in interview processes, AI can pay candidates to complete tasks and analyze results to improve recruitment efficiency; in marketing and growth, AI can not only formulate marketing strategies but also pay influencers to execute tasks, thereby expanding brand influence; in engineering, AI can pay experts to review code, ensuring its accuracy and efficiency. Through these applications, Payman injects new momentum into various industries, promoting deep collaboration between AI and users.

Payman的應用場景非常廣泛。例如，在產品管理中，AI代理可以透過付費獲取用戶回饋來優化產品開發；在面試過程中，人工智慧可以支付候選人完成任務並分析結果，以提高招募效率；在行銷和成長方面，AI不僅可以製定行銷策略，還可以聘請網紅執行任務，從而擴大品牌影響力；在工程領域，人工智慧可以聘請專家審查程式碼，確保其準確性和效率。透過這些應用，Payman為各產業注入新動能，促進AI與用戶的深度合作。

Payman announced the completion of a $3 million pre-seed round of financing on August 8 last year, with investors including Visa, Coinbase Ventures, and The Spartan Group. The project successfully entered Binance Labs' MVB accelerator program as early as July last year. Payman's co-founder Tyllen Bicakcic previously held key developer relations positions at Uniswap Foundation and Flow public chain.

Payman於去年8月8日宣布完成300萬美元的種子輪前融資，投資人包括Visa、Coinbase Ventures和The Spartan Group。該計畫早在去年7月就成功進入幣安Labs的MVB加速器計畫。 Payman 共同創辦人 Tyllen Bicakcic 先前曾在 Uniswap 基金會和 Flow 公鏈擔任重要開發者關係職位。

Coinbase Ventures and a16z co-invest in Skyfire

Coinbase Ventures 和 a16z 共同投資 Skyfire

Skyfire is an innovative payment solution designed for the AI economy, dedicated to providing AI agents with a global, instant, and open payment system that supports fully autonomous transactions among AI agents, language models (LLMs), data platforms, service providers, and other goods and services. All

Skyfire是專為AI經濟而設計的創新支付解決方案，致力於為AI代理提供全球化、即時、開放的支付系統，支援AI代理、語言模型（LLM）、資料平台、服務提供者等之間完全自主的交易商品和服務。全部