當鯨魚累積 AI16Z 和 VIRTUAL 時，AI 代理人會砍掉 Meme 代幣

鯨魚對 AI16Z 的持續興趣是 AI 代幣發展趨勢的訊號。 AI16Z 及其 ELIZA 生態系統代幣仍然存在

A whale address has been accumulating AI16Z over the past few days, starting with the first substantial purchase on December 26.

從12月26日首次大量購買開始，這幾天一直在累積AI16Z。

The whale buying once again signals accumulation for AI16Z, one of the top AI agent tokens, as covered.

鯨魚購買再次標誌著 AI16Z 的積累，AI16Z 是頂級人工智慧代理代幣之一。

The new storage wallet mainly holds AI16Z and ZEREBRO, another trending AI agent. Nansen tags the address itself as a “Zerebro Whale.”

新款儲存錢包主要存放AI16Z和另一款熱門AI代理ZEREBRO。南森將該地址本身標記為「斑斑鯨」。

The other notable wallet, tagged “Michi Whale,” rolled over from POPCAT into AI16Z and MICHI. The two whale wallets also contain minor holdings from previous meme cycles, especially animal and viral memes on Solana.

另一個著名的錢包，標記為“Michi Whale”，從 POPCAT 轉移到 AI16Z 和 MICHI。這兩個鯨魚錢包還包含先前模因週期中的少量資產，尤其是 Solana 上的動物和病毒模因。

Meme tokens remained one of the strongest narratives at the end of 2024. However, the sector as a whole went through a drawdown, with its total valuation sliding under $100B. Despite this, both whales and retail are on the lookout for the next hot category of memes.

到 2024 年底，Meme 代幣仍然是最強勁的敘事之一。儘管如此，鯨魚和零售業都在尋找下一個熱門的迷因類別。

It is precisely AI agents that started to deliver returns in the past day, rising from a valuation of around $8.7B to over $9.64B. The growth of AI agent tokens is driven by outliers, staging unexpected rallies. Whales make use of the short-term price fluctuations, while also betting on having sufficient liquidity to be able to realize profits.

正是人工智慧代理商在過去一天開始帶來回報，估值從 $8.7B 左右上升至超過 $9.64B。人工智慧代理代幣的成長是由異常值推動的，引發了意想不到的反彈。鯨魚利用短期的價格波動，同時也押注擁有足夠的流動性才能獲利。

Truth Terminal still holds cult status, while boosting the FARTCOIN rally.

Truth Terminal 仍然保持著狂熱的地位，同時推動了 FARTCOIN 的上漲。

Social media users quickly got bored of AI agents as a single personality. However, the agent market is spawning a new series of projects, aiming to provide utility and long-term sustainability.

社群媒體用戶很快就厭倦了單一人格的人工智慧代理。然而，代理市場正在催生一系列新的項目，旨在提供實用性和長期可持續性。

Toward the end of 2024, several platforms for launching new AI agents and tokens appeared. Those platforms model their activity after Pump.fun, though with a more complex process of creating agents and deploying them on social media.

到 2024 年底，出現了多個推出新人工智慧代理商和代幣的平台。這些平台以 Pump.fun 為模型進行活動，但創建代理並將其部署到社交媒體上的過程更加複雜。

While agents themselves compete for mindshare, platform tokens are singled out for their potential to reflect the growth of the entire AI agent space.

當代理本身爭奪思想份額時，平台代幣因其反映整個人工智慧代理領域成長的潛力而被挑選出來。

AI16Z and its ELIZA sparks competition between AI agent platforms

AI16Z及其ELIZA引發AI代理平台之間的競爭

Social media users quickly got bored of AI agents as a single personality. However, the agent market is spawning a new series of projects, aiming to provide utility and long-term sustainability.

社群媒體用戶很快就厭倦了單一人格的人工智慧代理。然而，代理市場正在催生一系列新的項目，旨在提供實用性和長期可持續性。

Toward the end of 2024, several platforms for launching new AI agents and tokens have appeared. Those platforms model their activity after Pump.fun, though with a more complex process of creating agents and deploying them on social media.

到 2024 年底，已經出現了多個推出新人工智慧代理商和代幣的平台。這些平台以 Pump.fun 為模型進行活動，但創建代理並將其部署到社交媒體上的過程更加複雜。

While agents themselves compete for mindshare, platform tokens are singled out for their potential to reflect the growth of the entire AI agent space.

雖然代理本身在爭奪思想份額，但平台代幣因其反映整個人工智慧代理領域成長的潛力而被挑選出來。

AI16Z and its Eliza agent launchpad helped the token appreciate by 58% in the past week and draw the attention of buyers. AI16Z traded at $0.88, near its all-time high.

AI16Z 及其 Eliza 代理商 Launchpad 幫助該代幣在過去一周升值了 58%，並吸引了買家的注意。 AI16Z 的交易價格為 0.88 美元，接近歷史高點。

While ELIZA was announced early and tried to market its launchpad brand, Virtuals Protocol locked in the biggest share of value in December. The token is second only to Virtuals Protocol, the leading AI agent launchpad on Base.

雖然 ELIZA 很早就宣布並試圖推銷其 Launchpad 品牌，但 Virtuals Protocol 在 12 月鎖定了最大的價值份額。該代幣僅次於 Virtuals Protocol（Base 上領先的 AI 代理啟動板）。

VIRTUAL also traded close to its record price at $3.13. The two leading tokens made up around 30% of the entire market cap of AI agent assets. For now, the market does not reflect the newly rising agents, which are yet building up their social media presence.

VIRTUAL 的交易價格也接近其歷史最高價 3.13 美元。這兩個領先的代幣約佔人工智慧代理資產總市值的 30%。目前，市場並未反映出新崛起的代理商，他們尚未建立社群媒體影響力。

The biggest earner this time was Phala Network (PHA), expanding by 192% in the past week, close to its yearly high of $0.33. Phala Network reinvented itself after launching its 2.0 version on December 25. The platform does not explicitly deal with launching AI agents but with infrastructure for AI computation. Phala Network’s infrastructure is used for trusted AI token launches, making it indispensable in the new on-chain experiment.

此次收益最大的是 Phala Network (PHA)，過去一週股價上漲 192%，接近年度高點 0.33 美元。 Phala Network 在 12 月 25 日推出 2.0 版本後進行了徹底改造。 Phala Network 的基礎設施用於可信任 AI 代幣的發布，使其在新的鏈上實驗中不可或缺。

PHA also rose after the success of Spore.fun, a platform where AI agents compete and evolve independently. The Phala Network technology is also applied among projects from the Eliza framework by AI16Z.

PHA 也在 Spore.fun 成功後興起，Spore.fun 是一個人工智慧代理獨立競爭和進化的平台。 Phala Network技術也被AI16Z應用於Eliza框架的專案。

The recent token rallies show the AI agent space is increasingly connected, bringing both mindshare on social media and liquidity for new projects. The sector is also trying to build up liquidity and set up value transfers between agents. The AI narrative displaced the older types of AI tokens, which focused on nodes and consensus and often failed to deliver a usable product.

最近的代幣漲勢表明，人工智慧代理領域的聯繫日益緊密，既帶來了社群媒體上的關注度，也帶來了新專案的流動性。該行業還試圖建立流動性並在代理商之間建立價值轉移。人工智慧的敘述取代了舊類型的人工智慧代幣，這些代幣專注於節點和共識，並且往往無法提供可用的產品。

The recent rise in AI agent platforms displaced previous narratives, such as shared GPU infrastructure for rendering and other tasks. The current drive is for infrastructure to tap the activity and value of AI personalities while adding meme tokens and DeFi elements.

最近人工智慧代理平台的興起取代了先前的敘述，例如用於渲染和其他任務的共享 GPU 基礎設施。目前的驅動力是基礎設施挖掘人工智慧人物的活動和價值，同時添加 meme 代幣和 DeFi 元素。