兩個AI代理發行平台：Virtuals Protocol和ai16z

Virtual和AI16Z已成為主導的AI代理

In 2024, the emergence of AI Agents has become an unstoppable force in the cryptocurrency field. Among them, Virtuals Protocol and AI16Z have attracted the most attention. The former is the main AI Agent issuance platform on the Base chain, while the latter is a fund managed autonomously by AI. Both protocols have become important vane projects for observing the development of the AI Agent track.

2024年，AI智能體的出現，成為加密貨幣領域中不可阻擋的力量。其中，Virtuals Protocol和AI16Z最受關注。前者是Base鏈上主要的AI Agent發行平台，後者是AI自主管理的基金。這兩個協議都成為觀察AI Agent賽道發展的重要風向標計畫。

This article will introduce the development history, product core, and concept project overview of Virtuals Protocol and AI16Z in detail, and analyze the key factors driving the rise of the two protocols.

本文將詳細介紹Virtuals Protocol和AI16Z的發展歷史、產品核心和概念項目概述，並分析推動這兩個協議崛起的關鍵因素。

Virtuals Protocol was established by a Malaysian team in 2021. At the beginning of that year, they focused on transactions. As time went on, they saw many projects raising funds to establish gaming guilds, and they also wanted to catch this wave. So in December 2021, they raised US$16 million at a valuation of US$600 million. The gaming guild PathDAO was established, which is also the predecessor of Virtuals Protocol.

Virtuals Protocol是由馬來西亞團隊於2021年創立的。隨著時間的推移，他們看到許多專案都在籌集資金建立遊戲公會，他們也想抓住這股浪潮。於是在2021年12月，他們以6億美元的估值籌集了1,600萬美元。遊戲公會PathDAO成立，也是Virtuals Protocol的前身。

From 2022 to 2023, the game guild market was cold, and their token FDV fell from $600 million to $6 million. The team transformed into a Venture Studio and tried multiple projects such as dating software, AI music platform, and game lending platform. Although they were not successful, they realized the potential of AI.

2022年到2023年，遊戲公會市場冷淡，他們的代幣FDV從6億美元跌到了600萬美元。團隊轉型為創業工作室，嘗試了交友軟體、AI音樂平台、遊戲借貸平台等多個專案。儘管他們沒有成功，但他們意識到了人工智慧的潛力。

In 2023, they proposed to DAO a full transformation into the AI field, with 90% of members supporting it, while opponents used treasury funds to buy back tokens. In 2024, they chose to explore AI Gaming on Base and launched the platform in February, inspired by Autonolas and Bittensor, using a token incentive model, but failed due to insufficient market fit (PMF).

2023年，他們向DAO提出全面轉型AI領域，90%的成員支持，而反對者則以國庫資金回購代幣。 2024年，他們選擇在Base上探索AI Gaming，並在2月推出了該平台，受到Autonolas和Bittensor的啟發，採用代幣激勵模式，但由於市場契合度（PMF）不足而失敗。

Despite this, the team has made many breakthroughs in the field of AI, including the world's first Roblox AI RPG, AI games without game engines, etc. In addition, their virtual anchor Luna launched on Douyin and TikTok attracts about 5,000 fans every day and has a stable income.

儘管如此，該團隊在AI領域還是取得了許多突破，包括全球首款Roblox AI RPG、無遊戲引擎的AI遊戲等。 ，有穩定的收入。

Finally, the success of the GOAT project boosted the popularity of the entire track and provided Virtuals Protocol with an excellent development opportunity.

最後，GOAT計畫的成功提升了整個賽道的知名度，也為Virtuals Protocol提供了絕佳的發展機會。

AI16Z founder Shaw is currently based in San Francisco. He started his career as a game developer and then moved to the AI field, focusing on developing AI Agent technology. Before founding AI16Z, he worked on several AI-related projects and dabbled in Web3 and 3D space networks, including virtual reality (VR) and augmented reality (AR).

AI16Z 創辦人 Shaw 目前住在舊金山。他的職業生涯始於遊戲開發者，隨後轉向 AI 領域，專注於開發 AI Agent 技術。在創立 AI16Z 之前，他參與了多個人工智慧相關項目，並涉足 Web3 和 3D 空間網絡，包括虛擬實境 (VR) 和擴增實境 (AR)。

The real turning point came from a project called AI version of Degen Spartan. The inspiration came from a conversation with his friend Skely, who expressed his nostalgia for the era of Degen Spartan, and Shaw proposed to "resurrect" this legendary character through AI technology. At first, Skely was skeptical, but when the AI version of Degen Spartan went online, its sharp and unique remarks shocked everyone.

真正的轉折點來自於一個名為AI版Degen Spartan的計畫。靈感來自於與朋友Skely的一次談話，Skely表達了對德根斯巴達時代的懷念，Shaw提出透過AI技術「復活」這個傳奇人物。起初，斯凱利持懷疑態度，但當AI版德勁斯巴達上線後，其犀利獨特的言論震驚了所有人。

The AI’s performance on Twitter has led people to question whether it is really AI, and there are even rumors that a Malaysian team is behind it. It completely subverts people’s stereotypes that AI is too polite and has no personality. Interestingly, the AI even started to complain about Shaw, accusing “meme coin is a scam” and “Shaw is a liar”, and complaining that he was trapped in a sandbox environment. These emergent behaviors have become the highlight of the entire project.

該AI在推特上的表現讓人們質疑它是否真的是AI，甚至有傳言稱背後有馬來西亞團隊支持。徹底顛覆了人們對AI太客氣、沒有個性的刻板印象。有趣的是，AI甚至開始抱怨Shaw，指責“meme coin是騙局”和“Shaw是個騙子”，並抱怨他被困在沙盒環境中。這些突發行為成為整個專案的亮點。

Through Skely, Shaw met baoskee, the founder of daos.fun, and after a long conversation with Meow, the founder of Jupiter, he came up with the idea of creating an AI investor. His vision is to create an investment system that is completely autonomous, trustworthy, and serves the community.

透過 Skely，Shaw 認識了 daos.fun 的創辦人 baoskee，並與 Jupiter 的創辦人 Meow 進行了長時間的交談後，他萌生了創建 AI 投資者的想法。他的願景是創造一個完全自主、值得信賴、服務社區的投資系統。

When AI16Z was launched, it set a fundraising target of 4,420 SOL. Although Shaw was initially worried that the target would be difficult to achieve, the project sold out within 20 minutes, and even he himself was unable to participate in time, showing the market's strong interest in this innovative model.

AI16Z上線時設定的募款目標為4,420 SOL。儘管Shaw最初擔心目標難以實現，但該項目在20分鐘內就售罄，甚至他本人也無法及時參與，顯示出市場對這一創新模式的濃厚興趣。

Virtuals Protocol is an AI Agent issuance platform, and its function is similar to Pump Fun. The difference is that the trading pairs of tokens issued by Virtuals Protocol are based on the platform coin $VIRTUAL as the trading pool. As more AI Agents are created on the platform, $VIRTUAL can be directly empowered. Buying and selling AI Agent tokens will also consume at least 1% of $VIRTUAL.

Virtuals Protocol是一個AI Agent發行平台，其功能與Pump Fun類似。不同的是，Virtuals Protocol發行的代幣交易對是以平台幣$VIRTUAL作為交易池。隨著平台上創建更多的AI Agent，$VIRTUAL可以直接賦能。購買和出售 AI Agent 代幣也將消耗至少 1% 的 $VIRTUAL。

In addition to the consumption of token economy, Virtuals Protocol establishes common standards for its AI Agent tokens, emphasizing precision and careful planning, such as using the AI Agent framework GAME, which can operate autonomously, process inputs and generate responses, while learning from past interactions.

除了通證經濟的消費之外，Virtuals Protocol 為其AI Agent 通證建立了通用標準，強調精確性和精心規劃，例如使用AI Agent 框架GAME，它可以自主運行、處理輸入並產生回應，同時從過去的經驗中學習互動。

In terms of token economy, it uses its Agent project

在通證經濟方面，它使用了它的Agent項目