建築商的AI代理劇本

本文討論了構建加密AI代理商的正確方法，並強調代理應該補充核心產品

The crypto market has seen several pullbacks, and liquidity is becoming thinner. Recently launched successful agents have a maximum market cap of about $10 million.

加密貨幣市場已經有幾次回調，流動性越來越薄。最近推出的成功代理商的市值約為1000萬美元。

What I mean by "successful" is that the product has product-market fit (PMF), provides value to actual users, and has begun (or is about to begin) generating revenue. This is in stark contrast to three or four months ago, when agents with PMF could reach a maximum market cap of over $100 million, especially if they were positioned as agent + framework/launch platform tokens. For example, AVA, as a 3D agent, not only serves as the agent itself but also derives value from its audiovisual layer from the launch platform and supported projects.

我的意思是“成功”是該產品具有產品市場擬合度（PMF），為實際用戶提供價值，並且已經開始（或即將開始）生成收入。這與三，四個月前的形成鮮明對比，當時PMF的代理商可能達到超過1億美元的市值，尤其是當它們被定位為Agent + Framework/Launch Platform Tokens時。例如，作為3D代理的Ava不僅充當代理本身，而且從其視聽層中獲得了啟動平台和支持項目的價值。

Old Playbook: Agents as Frameworks

舊劇本：代理商作為框架

At that time, the approach was to launch an agent to showcase its capabilities, attracting developers who wanted to build their own agents and requiring these developers to hold/burn/pay agent tokens to access the framework. The problem was that the crypto community placed too high a premium on framework tokens, and these "framework agents" often lacked differentiation. In many cases, they didn't even have a product—they were just rambling on Twitter, hoping for a token price increase.

當時，這種方法是推出一個代理商來展示其功能，吸引了想要建立自己的代理商並要求這些開發人員持有/燃燒/付費代理令牌以訪問框架的開發人員。問題在於，加密社區對框架代幣的溢價過高，這些“框架代理”通常缺乏差異化。在許多情況下，他們甚至沒有產品 - 他們只是在Twitter上閒逛，希望價格上漲。

The first version of the agent treated the conversational agent itself as the product, which is unique in the crypto space because we place more emphasis on community building—similar to founder-led marketing (founders gain attention through rambling). Letting the agent ramble about your project to increase its visibility seemed like a good idea—it worked well when it launched in November 2024 and lasted for a month. But now, with 420,690 agents constantly rambling, most agents appear immature, repetitive, and frankly, quite annoying.

代理商的第一個版本將對話代理本身視為該產品，在加密貨幣領域是獨一無二的，因為我們更加重視社區建設，這與創始人領導的營銷相似（創始人通過漫長的漫步引起了人們的關注）。讓代理商漫步到您的項目以提高其知名度似乎是一個好主意 - 它在2024年11月推出並持續了一個月時效果很好。但是現在，由於有420,690個代理商不斷閒逛，大多數特工顯得不成熟，重複且坦率地說，很煩人。

New Playbook: Agents as Businesses

新劇本：代理商作為企業

Here’s how you should think about launching an agent—launching an agent means you will operate a startup while managing up to three products:

您應該考慮推出代理商的方式 - 啟動代理意味著您將在管理多達三種產品時經營一家初創公司：

1. Core Product (Actual Business)

1。核心產品（實際業務）

Your core product should solve real problems. It should not merely be a conversational agent but a genuine product.

您的核心產品應該解決真正的問題。它不僅應該是對話劑，而且應該是真正的產品。

Examples:

示例：

The core product should be the top priority for every team before launching a token. You need to ensure there is actual demand in the market and that users are willing to pay for it. Otherwise, you will fall into the "valley of death" in the crypto world, with consequences potentially more severe than those faced by traditional startups:

核心產品在推出令牌之前應該是每個團隊的重中之重。您需要確保市場上有實際需求，並且用戶願意為此付費。否則，您將屬於加密貨幣世界中的“死亡谷”，其後果可能比傳統初創公司面臨的後果更為嚴重：

If your token crashes, it will become a curse. Most people won't care about your project, no matter how strong your core product is or how much progress you've made.

如果您的令牌崩潰，它將成為詛咒。大多數人都不會關心您的項目，無論您的核心產品有多強大或取得了多少進展。

Instead of relying on token incentives, focus on attracting customers through the product. Find a balance between growth and revenue generation.

與其依靠令牌激勵措施，不如專注於通過產品吸引客戶。在增長和創收之間找到平衡。

The playbook of the crypto community KaitoAI is a great case study:

加密社區Kaitoai的劇本是一個很好的案例研究：

This approach is not easy to replicate, but the lesson is: first find PMF, generate revenue, and excite people before launching a token. Once you gain attention (hype) and revenue, you can move to the next level.

這種方法並不容易複製，但是教訓是：首先找到PMF，產生收入，並在推出令牌之前激發人們。一旦您獲得了關注（炒作）和收入，您就可以提升到一個新的水平。

Similarly, communication is crucial. Many projects have strong products but poor communication skills. If no one knows what you are doing, no one will care.

同樣，溝通至關重要。許多項目具有強大的產品，但溝通技巧差。如果沒有人知道您在做什麼，沒人會在乎。

2. Tokens (Alignment Tools)

2。令牌（對齊工具）

We have shifted from "venture capital coins" to "fair issuance," celebrating high circulation and low FDV tokens. However, fair issuance is not entirely fair—every token strategy has its trade-offs.

我們已經從“風險投資硬幣”轉變為“公平發行”，慶祝高流通和低FDV令牌。但是，公平發行並不完全公平 - 每個代幣戰略都具有權衡。

If the agent token you launch has high circulation and a low FDV structure, you will struggle to raise funds from venture capitalists and angel investors (due to the low valuation). However, you can use the token as a marketing tool to kickstart thought sharing.

如果您推出的代理商令牌具有高流通量和低FDV結構，那麼您將努力從風險投資家和天使投資者那裡籌集資金（由於估值較低）。但是，您可以將令牌用作營銷工具來啟動共享。

Many teams will launch two types of tokens:

許多團隊將推出兩種類型的令牌：

But this creates expectation mismatches—the community expects airdrops, and when the ecosystem token launches, capital shifts from the agent token to the ecosystem token, leading to a crash in the agent token price. Managing the core product + agent token + ecosystem token while ensuring value accumulation for each token is very complex.

但是，這會導致期望不匹配 - 社區期望空調，當生態系統代幣推出時，資本從代理令牌轉移到了生態系統令牌，導致代理商令牌價格崩潰。管理核心產品 +代理令牌 +生態系統令牌，同時確保每個令牌的價值積累非常複雜。

In an ideal world, there should be one token to accumulate all value from the core product. Historically, only those projects that can generate revenue and funnel it back into the token (through buybacks or revenue distribution) can survive long-term.

在理想的世界中，應該有一個令牌來積累核心產品的所有價值。從歷史上看，只有那些能夠產生收入並將其匯入代幣（通過回購或收入分配）的項目才能長期生存。

Tokens should complement the core product, not be a prerequisite. For a deeper understanding of agent token strategies, check out the crypto community VaderResearch's analysis of the crypto community virtuals io's agent token playbook.

令牌應該補充核心產品，而不是先決條件。要更深入地了解代理令牌策略，請查看加密社區Vadersearch對加密社區虛擬IO的代理人令牌劇本的分析。

3. Agents (Supplementary Products)

3。代理（補充產品）

"Agents" refer to conversational agents built using frameworks like ElizaOS, G.A.M.E, ARC, Pippin, etc. While these agents integrate on-chain/off-chain capabilities, they should be supplementary products to the core product.

“代理”是指使用諸如Elizaos，Game，Arc，Pippin等框架建造的對話代理。儘管這些代理集成了鏈/鍊鍊功能，但它們應該是核心產品的補充產品。

Agents should enhance the value of the core product by changing user pathways:

代理應通過更改用戶路徑來提高核心產品的價值：

Instead of having users actively find and use your product, let

而不是讓用戶積極查找和使用您的產品，而是讓