AI代理商代幣發行神器虛擬及其與TAO生態的性感合作

現在我們可以將 Crypto AI Agent 派系大致分為兩大派系：Virtuals 和 AI16Z。 AI16Z的影響力從Solana輻射到整個區塊鏈生態，其中包括屬於AI16Z派系的Base上的$HEU。

The Crypto AI Agent faction can now be broadly divided into two main factions: Virtuals and AI16Z. AI16Z's influence spans from Solana to the entire blockchain ecosystem, including $HEU on Base, which belongs to the AI16Z faction. Of course, Virtuals also has external expansion, for instance, cooperation with the TAO ecosystem, and $SERAPH $TAOCAT are products of its cooperation.

Crypto AI Agent 派系現在可以大致分為兩個主要派系：Virtuals 和 AI16Z。 AI16Z的影響力橫跨從Solana到整個區塊鏈生態，包括Base上的$HEU，屬於AI16Z派系。當然，Virtuals也有對外的拓展，例如與TAO生態的合作，$SERAPH$TAOCAT就是其合作的產物。

First, we have to clarify that building AI Agent infrastructure is a hot trend, such as $ZEREBRO $ARC $ALCH $GRIFFAIN. Virtuals's advantage lies in its token model, and its fundamental data performance is highly correlated with the token price, which we generally refer to as "tokens have strong value capture capability.”

首先，我們必須澄清，建構AI Agent基礎設施是一個熱門趨勢，例如$ZEREBRO $ARC $ALCH $GRIFFAIN。 Virtuals的優點在於其代幣模型，其基礎數據表現與代幣價格高度相關，也就是我們通常所說的「代幣具有強大的價值捕捉能力」。

And I think the cooperation between Virtuals and TAO ecosystem is very interesting. To put it simply, Virtuals is where AI Agent tokens are produced, and TAO is where tokens are used to incentivize high-quality models. Under the incentive of $TAO, models will become better and better, and high-quality models will collaborate more frequently, which will also empower AI Agents better. Now we can already see this trend.

而且我認為 Virtuals 和 TAO 生態系統之間的合作非常有趣。簡單來說，Virtuals 是 AI Agent 代幣的產生地，TAO 是用代幣激勵高品質模型的地方。在$TAO的激勵下，模式會越來越好，優質模式的協作會更加頻繁，這也會更好地賦能AI Agent。現在我們已經可以看到這個趨勢。

For example, $SERAPH is an autonomous agent powered by TAO to combat fraudulent AI agents and synthetic content.

例如，$SERAPH 是一個由 TAO 提供支援的自主代理，用於打擊欺詐性 AI 代理和合成內容。

For example, @getmasafi cooperated with Virtuals, Masa launched Subnet 59: Agent Arena on TAO. The main focus of this subnet is AI Agent. We can create our own AI Agent on Twitter, and then register on Subnet 59 to compete with other AI Agents for $TAO emissions. The principle is still the logic of TAO. The better your AI Agent performs (the indicators are shown in the figure below), the more $TAO emissions you will have. Later, Masa will further refine the indicators for judging the pros and cons of Agents. (At that time, you can also pledge $MASA to vote and decide the emission of $TAO)

例如，@getmasafi 與 Virtuals 合作，Masa 在 TAO 上推出了 Subnet 59：Agent Arena。此子網的主要焦點是AI Agent。我們可以在 Twitter 上建立自己的 AI Agent，然後在 Subnet 59 上註冊，與其他 AI Agent 競爭 $TAO 排放量。原理還是TAO的邏輯。您的 AI Agent 表現越好（指標如下圖），您的 $TAO 排放量就越多。後期，Masa將進一步細化判斷特工優劣的指標。 （屆時您也可以質押$MASA來投票並決定$TAO的發行）

By cooperating with Virtuals, subnet miners (i.e., AI Agent developers) can easily launch their own tokens. For example, the $TAOCAT mentioned above, an Agent dedicated to shilling TAO, was born in this way.

透過與 Virtuals 合作，子網礦工（即 AI Agent 開發者）可以輕鬆推出自己的代幣。例如上面提到的$TAOCAT，一個專門致力於先令TAO的Agent，就是這樣誕生的。

In addition, Masa has also launched some peripheral services, such as cooperation with the no-code Creator.Bid, through which we can make our own Agents. And Masa's Data Boost service (provided by TAO Subnet 42), which can push real-time data to Agents to help Agents produce better output.

另外，Masa也推出了一些週邊服務，像是與無程式碼的Creator.Bid合作，透過它我們可以製作自己的Agent。還有Masa的Data Boost服務（由TAO Subnet 42提供），可以將即時資料推送給Agents，幫助Agents產生更好的輸出。

BTW, $TAOCAT is created by the official to attract market attention. If the official pattern is larger, it will be the best solution to pull up $TAOCAT and create some wealth effect to attract more people to play.

BTW，$TAOCAT 是官方為了吸引市場關注而創建的。如果官方的圖案更大的話，拉動$TAOCAT，創造一些財富效應，吸引更多人來玩，將是最好的解決方案。

In the final analysis, Virtuals has become the choice of more and more infrastructure projects to issue Agent tokens, which is a huge positive flywheel. Crypto is an industry with fat protocols and thin applications. The usual idea is to use small balls to lead big balls, that is, to use the short-term bubble of applications to attract the market's attention to its infrastructure. AIXBT/LUNA and Virtuals are obviously in this relationship.

歸根結底，Virtuals 成為越來越多基礎設施項目發行 Agent 代幣的選擇，這是一個巨大的正向飛輪。加密貨幣是一個具有胖協議和瘦應用程式的行業。通常的想法是用小球帶動大球，即利用應用的短期泡沫來吸引市場對其基礎設施的關注。 AIXBT/LUNA 和 Virtuals 顯然存在這種關係。

Currently, the focus of the market and developers has shifted from blockbuster applications to infrastructure (perhaps because infrastructure can have a higher valuation).

目前，市場和開發商的焦點已經從重磅應用轉向基礎設施（或許是因為基礎設施可以有更高的估值）。

Hot application -> Infrastructure construction -> More applications -> King-level applications are born -> Users use them on a large scale -> Mass adoption

熱門應用程式 -> 基礎建設 -> 更多應用程式 -> 王者級應用程式誕生 -> 用戶大規模使用 -> 大規模採用