AI 代幣：真正的機會還是只是另一場賭博？

人工智慧 (AI) 正在改變產業並重塑全球經濟。它與區塊鏈技術的日益融合使人工智慧代幣成為人們關注的焦點。但隨著 2025 年的臨近，一個大問題很明確：這些代幣是真正的機會還是只是另一個賭博？

Artificial intelligence (AI) is quickly changing many different industries and having a big impact on the world economy. Its growing connection with blockchain technology has put a spotlight on AI tokens, but as 2025 approaches, a key question remains: Are these tokens a promising opportunity or just another risky bet?

人工智慧（AI）正在迅速改變許多不同的產業，並對世界經濟產生巨大影響。它與區塊鏈技術日益緊密的聯繫使人工智慧代幣成為人們關注的焦點，但隨著2025 年的臨近，一個關鍵問題仍然存在：這些代幣是一個有前途的機會還是只是另一個冒險的賭注？

AI's Multi-Trillion Dollar Impact on Economy

人工智慧對經濟的數兆美元影響

According to McKinsey & Co, risk and compliance departments have seen a 62% increase in revenue thanks to AI, while IT and supply chain sectors posted 62% and 53% growth, respectively. The firm’s analysis suggests generative AI could boost the global economy by $4.4 trillion annually.

麥肯錫的數據顯示，由於人工智慧，風險和合規部門的收入成長了 62%，而 IT 和供應鏈部門的收入分別成長了 62% 和 53%。該公司的分析表明，生成式人工智慧每年可為全球經濟帶來 4.4 兆美元的成長。

Dune Analytics highlighted that nearly 69% of blockchain discussions now revolve around AI. The data storage industry, which is crucial for both AI and blockchain, could be valued at $778 billion by 2030, growing 18% each year.

Dune Analytics 強調，現在有近 69% 的區塊鏈討論都圍繞著人工智慧。對於人工智慧和區塊鏈都至關重要的資料儲存產業，到 2030 年價值可能達到 7,780 億美元，每年成長 18%。

Arthur Hayes and Murad Mahmudov have expressed contrasting views on AI tokens. Hayes sees potential in early movers like the AI-based meme coin GOAT, highlighting its first-adopter advantage and growing attention. He suggests these tokens might yield strong returns as interest in AI grows.

Arthur Hayes 和 Murad Mahmudov 對 AI 代幣表達了截然不同的觀點。 Hayes 看到了以人工智慧為基礎的 meme 幣 GOAT 等早期推動者的潛力，強調了其率先採用者的優勢和日益增長的關注度。他認為，隨著人們對人工智慧興趣的增長，這些代幣可能會產生豐厚的回報。

On the other hand, Mahmudov points out challenges related to technological tokens. He argues that rapid advances in AI will commoditize code, ultimately reducing the long-term value of tech-reliant cryptocurrencies.

另一方面，馬哈茂多夫指出了與技術代幣相關的挑戰。他認為人工智慧的快速進步將使程式碼商品化，最終降低依賴技術的加密貨幣的長期價值。

Bitcoin's Role in AI Tokens' Success

比特幣在人工智慧代幣成功中的作用

Bitcoin's recent bullish momentum could pave the way for AI tokens to flourish. Crypto analyst Miles Deutscher noted that Bitcoin consolidated above 2021 highs, indicating potential growth toward $100,000. He also highlighted $2 billion in institutional inflows into Bitcoin ETFs last week, suggesting increasing optimism from traditional finance.

比特幣最近的看漲勢頭可能為人工智慧代幣的蓬勃發展鋪平道路。加密貨幣分析師 Miles Deutscher 指出，比特幣在 2021 年高點上方盤整，顯示比特幣潛在成長至 10 萬美元。他也強調上週有 20 億美元的機構資金流入比特幣 ETF，顯示傳統金融的樂觀情緒日益增強。

Deutscher pointed out that altcoins, including AI tokens, are likely to rally during Bitcoin's late-cycle bull run. However, he advises against spreading investments too thinly, encouraging investors to focus on fewer high-conviction tokens in strong narratives like AI and real-world asset tokenization.

多伊徹指出，包括人工智慧代幣在內的山寨幣可能會在比特幣後期牛市期間反彈。然而，他建議不要過度分散投資，鼓勵投資者關注人工智慧和現實世界資產代幣化等強有力的敘述中較少的高信念代幣。

As Donald Trump prepares to assume office in Jan. 2025, pro-crypto policies could influence the trajectory of blockchain and AI tokens. Trump's collaboration with Elon Musk might signal potential shifts in tech-driven crypto adoption under his administration.

隨著唐納德·川普 (Donald Trump) 準備在 2025 年 1 月上任，支持加密貨幣的政策可能會影響區塊鏈和人工智慧代幣的發展軌跡。川普與伊隆馬斯克的合作可能標誌著他的政府領導下技術驅動的加密貨幣採用的潛在轉變。

While the technology's economic potential is undeniable, rapid advancements could render many tokens obsolete. Experts like Deutscher advocate for disciplined strategies, including incremental profit-taking and selective investments, to navigate this volatile market.

雖然該技術的經濟潛力是不可否認的，但快速進步可能會使許多代幣變得過時。多伊徹等專家主張採取嚴格的策略，包括增量獲利回吐和選擇性投資，以應對這個動盪的市場。