AI 代理敘事在 2024 年佔據中心舞台，以下是 2025 年的預期

2024 年是人工智慧代理敘事最具影響力的一年。最初是 A16z 創辦人 Marc Andreessen 和自主人工智慧代理商 Truth Terminal 之間的病毒式交流

2024 saw the rise of AI agents, thanks to A16z founder Marc Andreessen’s viral exchange with Truth Terminal. The Goatseus Maximus [GOAT] memecoin made the first “agent millionaire.”

由於 A16z 創辦人 Marc Andreessen 與 Truth Terminal 的病毒式交流，2024 年人工智慧代理商興起。 Goatseus Maximus [GOAT] 迷因幣創造了第一個「百萬富翁經紀人」。

AI agent trends shifted from memecoins to useful agents, largely due to Base’s Virtual Protocol, a co-ownership launchpad for agents.

人工智慧代理趨勢從模因幣轉向有用的代理，這主要歸功於 Base 的虛擬協議，這是代理的共同所有權啟動板。

Now, nearly 12k agents have been launched on the Virtual protocol, covering various use cases like trading, music creation, streaming, social media posts, investment, and more.

現在，虛擬協議上已推出近 12,000 個代理，涵蓋交易、音樂創作、串流媒體、社群媒體貼文、投資等各種用例。

This activity pumped the native token VIRTUAL to a unicorn status ($3B), highlighting the sector’s growth potential. Another AI agent launchpad, Solana’s Eliza, also joined the race, cementing the narrative’s traction.

這項活動將原生代幣 VIRTUAL 推向了獨角獸地位（$3B），凸顯了該行業的成長潛力。另一個人工智慧代理啟動平台 Solana 的 Eliza 也加入了這場競賽，鞏固了故事的吸引力。

Industry experts remain bullish and expect an explosive growth in 2025. So, what’s the current status, and what should you look out for in 2025?

產業專家依然看好，預計2025年將出現爆發式成長。

Virtual Protocol leads as ‘Agent Commerce’ takes shape

隨著「代理商務」的形成，虛擬協定處於領先地位

The top launchpads, VIRTUAL and Solana-based AI16z [AI16Z], the AI VC firm behind the Eliza framework, dominate the sector.

頂級啟動平台 VIRTUAL 和基於 Solana 的 AI16z [AI16Z]（Eliza 框架背後的 AI VC 公司）在該領域佔據主導地位。

According to Cookie.fun data, the duo controls about half of the total market cap, which was about $10 billion at press time.

根據 Cookie.fun 的數據，兩人控制著總市值的一半左右，截至發稿時約為 100 億美元。

The Virtual ecosystem has one of the most robust designs, tying new agents to the VIRTUAL token and driving value accrual.

虛擬生態系統擁有最強大的設計之一，將新代理商與虛擬代幣聯繫起來並推動價值累積。

Among its 12k agents, the top three, a Twitter alpha Aixbt [AIXBT], gaming agent Game [G.A.M.E], and social influencer Luna [LUNA], each have more than $100M in market cap.

在其 12,000 名代理商中，排名前三的分別是 Twitter 阿爾法 Aixbt [AIXBT]、遊戲代理商 Game [GAME] 和社交影響者 Luna [LUNA]，各自的市值均超過 1 億美元。

Most analysts believe increased ecosystem traction could push VIRTUAL to a decacorn status ($10B market cap). That would translate to over 3x from its current $3B.

大多數分析師認為，生態系統吸引力的增加可能會將 VIRTUAL 推向十角獸狀態（市值 100 億美元）。這將相當於目前 3B 美元的 3 倍以上。

But Solana’s Eliza could also gain massive ground, especially as ai16z mulls revamped tokenomics to boost its native token and the agent framework.

但 Solana 的 Eliza 也可能獲得巨大的支持，特別是當 ai16z 考慮修改代幣經濟以增強其原生代幣和代理框架時。

In an exclusive interview with AMBCrypto, James Wo, founder and CEO of digital asset investment firm Digital Finance Group (DFG), said that Eliza’s open-source popularity could make it a top contender. He said,

數位資產投資公司 Digital Finance Group (DFG) 創辦人兼執行長 James Wo 在接受 AMBCrypto 獨家採訪時表示，Eliza 的開源受歡迎程度可能使其成為頂級競爭者。他說，

“Having many forks on the Eliza repository, it demonstrates the popularity of the Eliza stack and is another strong contender.”

“Eliza 存儲庫上有許多分叉，它證明了 Eliza 堆疊的受歡迎程度，並且是另一個強有力的競爭者。”

From a chain perspective, the race is between Base and Solana for now, but new nuances may be emerging too.

從鏈的角度來看，目前的競爭是在 Base 和 Solana 之間，但新的細微差別也可能會出現。

Agent-to-agent commerce

代理商對代理商的商務

Until recently, most engagements have been strictly between agents and humans. We recently witnessed the first-ever agent-to-agent commerce. Luna, an AI social influencer, paid Stix Protocol, an image generator, $1 for each piece made to drive her brand awareness.

直到最近，大多數互動都嚴格發生在智能體和人類之間。我們最近見證了有史以來第一個代理商對代理商的商業活動。 Luna 是一位 AI 社交影響者，她向圖像生成器 Stix Protocol 支付每件作品 1 美元的費用，以提高她的品牌知名度。

Jansen Teng, Founder of Virtual Protocol, referred to the historic update as ‘agentFi’, marking the start of agents and humans co-existing and influencing each other.

Virtual Protocol 創辦人 Jansen Teng 將這次歷史性更新稱為“agentFi”，標誌著智慧體與人類共存並相互影響的開始。

Experts believe the agent commerce trend will pick up pace in 2025. According to Wo, chains like Mode Network are already leading with DeFi agents that drive activity such as lending and liquidity provision.

專家認為，代理商業趨勢將在 2025 年加快步伐。 據 Wo 稱，像 Mode Network 這樣的連鎖店已經在 DeFi 代理方面處於領先地位，這些代理推動了借貸和流動性提供等活動。

Similarly, Hyperliquid DEX allows users to deploy Spectral [SPEC], an AI trading agent on Virtual Protocol, to execute trades autonomously. In fact, SPEC has seen massive interest in the OTC (Over the Counter) space, attracting investment from players like Stix.

同樣，Hyperliquid DEX 允許用戶部署 Spectral [SPEC]（虛擬協議上的人工智慧交易代理）來自主執行交易。事實上，SPEC 已經看到了 OTC（場外交易）領域的巨大興趣，吸引了 Stix 等參與者的投資。

Part of the Stix’s statement read,

Stix 聲明的部分內容如下：

“We strongly believe that Spectral ($SPEC) will become the frontrunner and are proud to support the team with one of STIX’s largest investments in 2024.”

“我們堅信 Spectral ($SPEC) 將成為領跑者，並很自豪能夠在 2024 年通過 STIX 最大的投資之一來支持該團隊。”

The firm added that recent updates from Spectral would firmly position it within the cycle’s major narratives.

該公司補充說，Spectral 最近的更新將堅定地將其定位在該週期的主要敘事中。

“These developments are paramount in positioning Spectral at the centre of this cycle’s major narratives: Memecoins / AI Agents / Hyperliquid / Base.”

“這些發展對於將 Spectral 定位在本週期主要敘述的中心至關重要：Memecoins / AI Agents / Hyperliquid / Base。”

Now, although Spectral recently suffered an exploit that was later remedied, most analysts are still bullish, vouching for its lead in on-chain trading.

現在，儘管 Spectral 最近遭受了漏洞攻擊並隨後得到了補救，但大多數分析師仍然看好它，並保證其在鏈上交易中的領先地位。

Other agents are also gaining traction in niche narratives, as summarized below.

其他代理商也在利基敘事中獲得關注，如下所示。

That being said, the space is rapidly expanding, and platforms that enable a decentralized AI agent economy, like Mode Network, are emerging. However, the agents could face data privacy issues and regulations.

話雖如此，這個空間正在迅速擴大，支援去中心化人工智慧代理經濟的平台（如 Mode Network）正在出現。然而，代理商可能面臨資料隱私問題和法規。

Addressing this concern, Jorge António, CTO of Atoma Network, a decentralized network focused on privacy and verifiable AI inference, informed AMBCrypto of a privacy solution for agents. He said,

為了解決這個問題，Atoma Network（一個專注於隱私和可驗證人工智慧推理的去中心化網路）的技術長 Jorge António 向 AMBCrypto 介紹了針對代理商的隱私解決方案。他說，

“Privacy and verifiability, as championed by Atoma, will play a crucial role, allowing agents to become more specialized and securely process sensitive data while ensuring transparency and trust.”

“Atoma 倡導的隱私和可驗證性將發揮至關重要的作用，使代理變得更加專業並安全地處理敏感數據，同時確保透明度和信任。”

Antonio went on to add that with greater bot activity, verifying agent activity would improve its integrity and overall growth.

Antonio 繼續補充說，隨著機器人活動的增加，驗證代理活動將提高其完整性和整體成長。

In conclusion, the AI agent narrative is concentrated in Base and Solana, led by

總之，AI 代理的敘述集中在 Base 和 Solana 中，由