人工智慧代理可能是本週期的階梯功能解鎖

AI智能體的成長呈現爆發趨勢。每週都會推出新的代理，通常是為了推廣特定的代幣。在早期階段，它們類似於一種新型模因幣：您可以推出像 $GOAT 這樣的代幣，並透過建立人工智慧代理來吸引粉絲傳播迷因。

Original Title: "AI Agents Could Be This Cycle's Step Function Unlock"

原文標題：《人工智慧代理可能是這個週期的階躍功能解鎖》

Author: trace

作者：蹤跡

Compiler: 深潮 TechFlow

編譯者：福士TechFlow

The development of AI agents is showing an explosive trend. New agents are launched every week, often to promote specific tokens. In these early stages, they resemble a new type of memecoin: you can launch a coin like $GOAT and attract fans to spread the meme by building an AI agent. So, how will this trend evolve in the future? One significant change is that these agents will gradually shift from promoting random memecoins to promoting themselves. In other words, these agents will have their own tokens, and as the influence of the agents increases, their value will grow accordingly. These "ownable agents" could become a major breakthrough in this cycle, similar to NFTs or DeFi in the previous cycle.

AI智能體的發展呈現出爆發的趨勢。每週都會推出新的代理，通常是為了推廣特定的代幣。在早期階段，它們類似於一種新型模因幣：您可以推出像 $GOAT 這樣的代幣，並透過建立人工智慧代理來吸引粉絲傳播迷因。那麼，這趨勢未來將如何演變？一個顯著的變化是，這些代理商將逐漸從推廣隨機迷因幣轉向推廣自己。也就是說，這些代理人都會擁有自己的代幣，隨著代理人影響力的增加，他們的價值也會隨之成長。這些「可擁有的代理」可能會成為本週期的重大突破，類似於上一個週期中的 NFT 或 DeFi。

In the past, I was skeptical about AI agents. I was uncertain whether the market timing was right or if we had attracted enough talent. Here are the reasons that changed my perspective:

過去，我對人工智慧代理持懷疑態度。我不確定市場時機是否正確，或者我們是否吸引了足夠的人才。以下是改變我觀點的原因：

Distribution Capability: AI agents like @truthterminal and @lunavirtuals have already proven that, at least today, these agents are powerful enough to establish effective distribution channels.

分銷能力：@truthterminal 和 @lunavirtuals 等人工智慧代理商已經證明，至少在今天，這些代理商足夠強大，可以建立有效的分銷管道。

Ease of Creation: Developers can build agents on existing large language models using simple and user-friendly APIs; they no longer need to be experts. Projects like @vvaifudotfun are developing low-code/no-code interfaces that allow anyone to build agents.

易於創建：開發人員可以使用簡單且用戶友好的 API 在現有大型語言模型上建立代理程式；他們不再需要成為專家。像 @vvaifudotfun 這樣的專案正在開發低程式碼/無程式碼接口，允許任何人建立代理。

Memecoin Effect: The issuance model of memecoin tokens demonstrates a successful form for launching and spreading AI agent tokens. In the early stages, these agents do not need to engage in economic activities that directly create value for their tokens; they only need to attract attention like memecoins.

Memecoin 效應：memecoin 代幣的發行模式展示了一種啟動和傳播 AI 代理代幣的成功形式。在早期階段，這些代理人不需要從事直接為其代幣創造價值的經濟活動；它們只需要像迷因幣一樣吸引註意力。

However, to truly grow, AI agents cannot be limited to promoting memecoins; the market needs a clear vision and development roadmap that showcases the potential future directions of these agents. In other words, these projects need to tell the market that what is currently just promoting their own memecoins may evolve into traders, software engineers, or artists, ultimately worth billions of dollars. As their initial development partly reflects their distribution capability, they actually become more valuable as they gain popularity.

然而，要真正成長，人工智慧代理不能只限於推廣迷因幣；市場需要一個清晰的願景和發展路線圖來展示這些代理商未來的潛在方向。換句話說，這些項目需要告訴市場，目前只是推廣自己的迷因幣的東西可能會演變成交易員、軟體工程師或藝術家，最終價值數十億美元。由於它們最初的發展在一定程度上反映了它們的分銷能力，因此隨著它們的受歡迎程度，它們實際上變得更有價值。

Let me elaborate on the last point. For something to catalyze an entire cryptocurrency adoption cycle, there must be a grand narrative that can penetrate the mainstream market, attracting new users and capital. This narrative needs to be both credible and exciting.

讓我詳細說明最後一點。為了促進整個加密貨幣採用週期的發展，必須有一個能夠滲透主流市場、吸引新用戶和資本的宏大敘事。這個敘述必須既可信又令人興奮。

AI agents fit this requirement perfectly. These agents not only feel novel but are also being recognized by the traditional tech community. Currently, AI agent companies are founded by world-class founders and supported by top venture capital firms (e.g., @agency). However, many investors cannot directly invest in these companies—they can't even buy into companies like Stripe or SpaceX that have been around for a decade—so they will seek exposure through cryptocurrencies.

AI代理完美地滿足了這項要求。這些代理商不僅讓人感覺新穎，也得到了傳統科技界的認可。目前，人工智慧代理公司都是由世界級創辦人創立，並得到頂級創投公司（例如@agency）的支持。然而，許多投資者無法直接投資這些公司——他們甚至無法購買像 Stripe 或 SpaceX 這樣已經存在了十年的公司——因此他們將透過加密貨幣尋求投資。

To some extent, this is similar to the metaverse concept of the previous cycle. While those projects may have exaggerated their own potential, they showcased a grand vision to the market through some events unrelated to cryptocurrency (such as the rise of remote work during the pandemic and Facebook's rebranding to Meta).

某種程度上，這與上一周期的元宇宙概念類似。雖然這些項目可能誇大了自己的潛力，但它們透過一些與加密貨幣無關的事件（例如疫情期間遠距工作的興起以及 Facebook 更名為 Meta）向市場展示了宏偉的願景。

While many projects may seem hollow, some could bring revolutionary changes. AI agents are becoming smarter, and as the crypto market expands, talented AI developers capable of building economically productive agents may realize that tokenizing their agents is a promising business strategy. Tokenized agents can offer them faster liquidity, higher valuations, and more convenient distribution channels than traditional SaaS companies.

雖然許多項目可能看起來空洞，但有些項目可能會帶來革命性的變化。人工智慧代理變得越來越聰明，隨著加密貨幣市場的擴大，有能力建立具有經濟生產力的代理的才華橫溢的人工智慧開發人員可能會意識到，對其代理進行代幣化是一種有前途的商業策略。與傳統 SaaS 公司相比，代幣化的代理商可以為他們提供更快的流動性、更高的估值和更便捷的分銷管道。

In the short term, the most important thing in the AI agent space is to continue expanding distribution channels. I am optimistic about their ability to do this for three reasons:

短期來看，AI代理領域最重要的是繼續拓展通路。我對他們做到這一點的能力感到樂觀，原因有三：

Proof of Existence: We have already seen evidence from cases like Truth Terminal that agents can build large-scale audiences. I expect more similar success stories to emerge.

存在證明：我們已經從真相終端等案例中看到了證據，表明代理可以建立大規模的受眾。我預計還會出現更多類似的成功故事。

Incentive Mechanisms: If the market generates a speculative frenzy around AI agents, seeking and following these agents could yield substantial profits. The gold rush in the cryptocurrency space will help drive their distribution.

激勵機制：如果市場引發圍繞人工智慧代理商的投機狂潮，尋找並追隨這些代理商可能會帶來可觀的利潤。加密貨幣領域的淘金熱將有助於推動其分佈。

Iterative Improvement: Building more attractive AI agents will be an iterative process. For example, the zerebro whitepaper mentions that the agent optimizes content creation by monitoring engagement metrics like likes, shares, and comments to enhance user interaction. This iteration will occur not only at the model level but will also evolve at the market level, aiming to create increasingly appealing content.

迭代改進：建立更具吸引力的人工智慧代理將是一個迭代過程。例如，zerebro 白皮書提到，代理商透過監控點讚、分享和評論等參與度指標來優化內容創建，以增強用戶互動。這種迭代不僅會發生在模型層面，還會在市場層面演變，旨在創造越來越有吸引力的內容。

If we accept the theory that "attention is value," then as the ability of agents to attract attention increases, their value will also rise.

如果我們接受「注意力就是價值」的理論，那麼隨著智能體吸引註意力的能力增強，其價值也會隨之上升。

Currently, all of this is still in a very early stage, and the future development is full of uncertainty—future agents may be completely different from those of today. But one thing is certain: AI agents already have the support of the market and technology and are poised to become the next significant category of crypto assets.

目前，這一切還處於非常早期的階段，未來的發展充滿不確定性——未來的智能體可能與今天完全不同。但有一點是肯定的：人工智慧代理已經獲得了市場和技術的支持，並有望成為下一個重要的加密資產類別。