AI代理部門經歷了戲劇性的市場動盪

在過去的兩個月中，AI代理部門經歷了戲劇性的市場動盪。根據cookie.fun數據，截至2025年4月1日

The past two months have seen dramatic market turmoil in the AI Agent sector.

在過去的兩個月中，AI代理部門的市場動盪急劇。

According to Cookie.Fun data, as of April 1, the total market value of the AI Agent sector has shrunk to approximately US$6 billion, a sharp drop from the previous peak of US$20 billion. Statistics from PANews on the six popular AI Agent projects show that the market value of these tokens has generally suffered a drop of more than 90%. Despite the sluggish market performance, various projects are still continuing to work hard on technology iteration, ecological expansion and product optimization, trying to find a way out in the cold winter.

根據Cookie.Fun數據，截至4月1日，AI代理商的總市場價值已縮減到約60億美元，這是從上一台200億美元的峰值下降。 PASEW在六個受歡迎的AI代理項目上的統計數據表明，這些代幣的市場價值通常下降了90％以上。儘管市場表現遲鈍，但各種項目仍在繼續在技術迭代，生態擴展和產品優化方面努力工作，試圖在寒冷的冬季找到出路。

ai16z

AI16Z

GMGN data shows that as of April 1, ai16z's market value fell from its historical high of US$2.53 billion to US$199 million, a decrease of 92.13%.

GMGN數據顯示，截至4月1日，AI16Z的市場價值從其歷史高度25.3億美元降至1.9億美元，下降了92.13％。

During this period of time, ai16z has continued to work hard through brand reshaping, technology iteration and ecological expansion. For example, at the end of January this year, ai16z founder Shaw issued a major announcement that in order to move to the next stage, a comprehensive brand reshaping plan will be implemented. The project will be officially renamed ElizaOS, and the token name ai16z will remain unchanged for the time being until the DAO voting module is launched, and the community will vote to decide on future changes.

在此期間，通過重塑，技術迭代和生態擴展，AI16Z繼續努力工作。例如，在今年1月底，AI16Z創始人Shaw發布了一項重大公告，即為了搬到下一階段，將實施一項全面的品牌重塑計劃。該項目將正式更名為Elizaos，而令牌名稱AI16Z暫時將保持不變，直到DAO投票模塊啟動為止，社區將投票決定決定未來的變化。

Shortly after the rebranding, ElizaOS released a framework roadmap, the core content of which includes: autonomy and adaptability, modularity and composability, and decentralization and open collaboration. The team also emphasized that the team's mission is to develop an extensible, modular, open source AI agent framework that can thrive in the Web2 and Web3 ecosystems, and believes that AI agents are a key step towards AGI (artificial general intelligence), which can achieve increasingly autonomous and powerful systems.

品牌重塑後不久，Elizaos發布了一個框架路線圖，其核心內容包括：自主性和適應性，模塊化和合成性，以及權力下放和開放協作。該團隊還強調，該團隊的使命是開發一個可擴展的，模塊化的開源AI代理框架，該框架可以在Web2和Web3生態系統中蓬勃發展，並認為AI代理是邁向AGI（人工通用情報）的關鍵一步，可以實現越來越多的自治和強大的系統。

In the latest tweet, Shaw announced that Eliza v2 is ready and will soon start marketing and announcements and officially go live. At the same time, the Launchpad platform auto.fun is also ready to launch and will be launched with the first batch of partners within two weeks.

在最新推文中，肖宣布Eliza V2已準備就緒，並將很快開始營銷和公告並正式上線。同時，啟動板平台auto.fun也準備啟動，並將在兩週內與第一批合作夥伴一起啟動。

Virtuals Protocol

協議虛擬

GMGN data shows that as of April 1, VIRTUAL's market value has fallen 91.8% from its historical high and is now about $370 million. Dune data shows that as of March 31, Virtuals Protocol's daily transaction revenue has plummeted 99.6% from its peak to only $6,182.

GMGN數據顯示，截至4月1日，Virtual的市場價值從其歷史高點下降了91.8％，現在約為3.7億美元。 Dune數據表明，從3月31日起，Virtuals協議的每日交易收入從其峰值開始下降了99.6％，僅為6,182美元。

In February of this year, Virtuals Protocol announced its expansion into the Solana ecosystem, and subsequently renamed its Ecosystem Fund to Virtuals Ventures, providing funding and support for Agents on the platform while maintaining transparency; in March, Virtuals integrated the transaction aggregator Enso into GAME, providing instant access to more than 200 protocols and completing the following in a single transaction: token exchange, lending, borrowing, and reinvestment; in the middle of the same month, Virtuals Protocol released the multi-agent framework ACP, aiming to achieve efficient collaboration of AI Agents, and will focus on the implementation of two major businesses: autonomous hedge funds and trading DAOs, and autonomous media organizations, focusing on AI investment and AI content creation respectively, and launching the first Virtuals ACP Hackathon.

今年2月，Virtuals協議宣布了其擴展到Solana生態系統，隨後將其生態系統基金改名為Virtuals Ventures，為平台上的代理提供資金和支持，同時保持透明度； 3月，Virtuals將交易聚合器ENSO集成到遊戲中，即時訪問200多個協議，並在單個交易中完成以下內容：令牌交換，貸款，借貸和再投資；在同月中旬，Virtuals協議發布了多代理框架ACP，旨在實現AI代理的有效合作，並將著重於實施兩家主要業務：自主對沖基金和交易DAOS和自主媒體組織，專注於AI Investment和AI投資的創建和AI Investment和AI的創建，並啟動了First firtals Acp Hackhathon。

Recently, Virtuals Protocol announced that it is updating the fee distribution model to promote the adoption of ACP and better reward agent creators. In the new fee structure, 70% of the transaction fees go directly to the agent creator's wallet, and 30% of the transaction fees go to the ACP.

最近，Virtuals協議宣布，它正在更新費用分配模型，以促進ACP的採用和更好的獎勵代理創建者。在新的費用結構中，70％的交易費用直接用於代理創建者的錢包，而30％的交易費用則為ACP。

arc

弧

GMGN data shows that as of April 1, arc's market value has fallen to approximately US$48 million, a decrease of more than 90.9% from its peak.

GMGN數據顯示，截至4月1日，ARC的市場價值已降至約4,800萬美元，降低了90.9％以上。

Arc has continued to deepen its AI agent deployment during this period and provided technical support for multiple cooperative projects. In February this year, Arc launched the token issuance platform Arc Forge, which is built on Meteora DLMM and integrated with Jupiter routing, aiming to provide a strong liquidity foundation, anti-sniping and direct cooperation with ARC for new projects.

在此期間，ARC繼續加深其AI代理部署，並為多個合作項目提供了技術支持。今年2月，ARC啟動了代幣發行平台Arc Forge，該平台建於Meteora DLMM並與木星路由集成，旨在提供強大的流動性基金會，反敲打和與ARC進行新項目的直接合作。

Not long ago, AskJimmy, a multi-strategy trading agent platform, released the first toolkit Rig Trading Kit, which is built on arc's Rig framework, written in Rust and targeted at cryptocurrency trading. At the same time, Mira Network also announced a partnership with arc to integrate its Rig framework with Mira's verification layer to help developers build safer and more reliable AI applications. At the same time, Arc also launched Arc Handshake, which aims to provide developers with the funding and support they need. The first batch of partners include FabelisAI and AgentTankLive. According to the plan, arc also plans to launch ARC Ryzome, an application store for AI agents, and ARC Payments,

不久前，多策略交易代理平台Askjimmy發布了第一個工具包鑽機工具包，該工具包式交易套件是建立在Arc的鑽機框架上的，該鑽機框架用Rust編寫並針對加密貨幣交易。同時，Mira Network還宣布與ARC建立合作夥伴關係，以將其鑽機框架與Mira的驗證層集成在一起，以幫助開發人員構建更安全，更可靠的AI應用程序。同時，ARC還推出了ARC握手，該ARC握手旨在為開發人員提供所需的資金和支持。第一批合作夥伴包括Fabelisai和Agenttanklive。根據該計劃，ARC還計劃推出ARC Ryzome，AI代理的應用商店，以及ARC付款，