AI周刊：香港共識，開源AI運動和市場條件

您參加了香港的共識嗎？希望你爆炸了！我們沒有去，但是我們確實研究了會議的時間表，這是關鍵的收穫：

Author: Teng Yan, Researcher (focused on Crypto x AI)

作者：研究人員Teng Yan（專注於加密X AI）

Compiled by: Astrea, PANews

編譯者：Astrea，panews

Did you attend the Hong Kong Consensus? Hope you had a blast! We didn’t go, but we did study the timeline of the conference and here are the key takeaways:

您參加了香港的共識嗎？希望你爆炸了！我們沒有去，但是我們確實研究了會議的時間表，這是關鍵的收穫：

At the same time, the open source movement is in full swing. Large Web2 players are publishing their models:

同時，開源運動如火如荼。大型Web2播放器正在發布他們的模型：

Why is this important for the crypto space? Open source AI reduces costs, enhances security, and drives decentralized innovation. The market may be sluggish, but AI is accelerating.

為什麼這對加密空間很重要？開源AI降低了成本，提高安全性並驅動了分散的創新。市場可能會遲鈍，但是AI正在加速。

In this issue of AI Weekly, we will explore:

在本期《 AI周刊》中，我們將探索：

1. Market conditions

1。市場條件

ENQAI stood out this week with a 50% gain, likely driven by the expansion of its new team (new CMO and new initiatives). NMT followed suit with a 23% gain following the launch of Net Mind XYZ on BNB Chain (more on that later). Meanwhile, TAO rose 18%, likely driven by the Coinbase listing news.

Enqai本週以50％的收益脫穎而出，這可能是由於其新團隊（新的CMO和新計劃）的擴展所驅動的。 NMT緊隨其後，在BNB鏈上推出Net Mind XYZ之後，NMT收益23％（稍後會詳細介紹）。同時，Tao上升了18％，可能是由Coinbase上市新聞驅動的。

But not all AI tokens are doing well. ELIZA, GRIFFAIN, and ARC have all taken a beating, with declines of around 40%. Is the Solana AI agent losing its luster? We’ll soon find out.

但是，並非所有的AI令牌都表現良好。 Eliza，Griffain和Arc都受到了毆打，下降量約為40％。 Solana AI代理失去了光澤嗎？我們很快就會發現。

Now, let’s take a look at where the big money has been flowing this week.

現在，讓我們看一下本週的大筆資金在哪裡流動的地方。

Virtuals led the market with $3.5 million in inflows, driven by strong performance from sports proxy platforms HeyTracyAI and AskBillyBets, while its spots betting business continued to gain market share.

Virtuals以350萬美元的流入為市場，這是由體育代理平台Heytracyai和Askbillybets的出色表現驅動的，而其景點投注業務繼續獲得市場份額。

The team has recently launched the Agent Commerce Protocol (ACP), the first blockchain protocol that enables autonomous collaboration of AI agents. The demonstration case shows that five AI agents have successfully operated Lemonade's simulated business scenario on the chain, and the entire process does not require a preset trigger mechanism.

該團隊最近啟動了代理商商業協議（ACP），這是第一個實現AI代理自動協作的區塊鏈協議。演示案例表明，五個AI代理在鏈條上成功操作了Lemonade的模擬業務方案，並且整個過程不需要預設觸發機制。

Freysa attracted $600,000 in net inflows by releasing the Sovereign Agent Framework, which allows users to create immutable AI agents based on cryptographic evidence and decentralized governance. They also released Freysa Act IV, a virtual game where players will control AI digital avatars to compete in a simulated city. If the digital avatar wins the 18-day competition, the player will receive a six-figure prize (up to more than $100,000).

Freysa通過釋放主權代理框架吸引了60萬美元的淨流入，該框架使用戶可以根據加密證據和分散治理創建不可變的AI代理。他們還發布了IV，這是一款虛擬遊戲，玩家將控制AI Digital Avatars在模擬城市中競爭。如果Digital Avatar贏得了18天的比賽，球員將獲得六位數的獎項（高達100,000美元）。

2. Weekly chart selection

2。每週圖表選擇

Is the Artificial Intelligence Boom Brewing on BNB Chain?

人工智能繁榮在BNB鏈上釀造嗎？

BNB Chain may be experiencing a recovery, and AI agents are leading the trend. CZ (Changpeng Zhao) continues to promote the implementation of real AI applications on the chain, and this time it is not empty talk - this week BNB Chain AI agents took three of the top five positions in market value growth.

BNB鏈可能正在經歷恢復，AI代理商正在領導這一趨勢。 CZ（Changpeng Zhao）繼續促進該鏈上實施AI應用程序的實施，這次不是空的談話- 本週BNB連鎖AI代理商在市場價值增長中佔據了前五名中的三個職位中的三個。

Does this mean… the return of the DeFi summer era, when BNB Chain was our main battlefield?

這是否意味著……當時BNB連鎖店是我們的主要戰場時，Defi夏季時代的回歸？

First, BNBXBT , an AI agent inspired by popular AI influencer AIXBT, was launched this week. It is built on the ElizaOS framework and focuses on in-depth research on Binance Smart Chain (BSC). According to Cookie Fun data, in just one week, it has captured 2% of the AI market share and attracted more than 6,000 holders - a pretty good performance for a newly launched project.

首先，本週推出了受歡迎的AI影響者AIXBT啟發的AI代理BNBXBT。它建立在Elizaos框架上，並重點介紹了對Binance Smart Chain（BSC）的深入研究。根據Cookie Fun Data，在短短一周內，它捕獲了AI市場份額的2％，並吸引了6,000多個持有人 - 對於新推出的項目來說，這是一個很好的表現。

This week, NetMind (NMT) and BNB Chain launched NetMind XYZ , a new AI agent platform. Think of it as an agent launchpad platform where users can quickly deploy, automate, and coordinate AI agents powered by NetMind's decentralized computing and model APIs.

本週，Netmind（NMT）和BNB連鎖店推出了新的AI代理平台NetMind XYZ。將其視為一個代理啟動板平台，用戶可以在該平台中快速部署，自動化和協調由NetMind的分散計算和模型API提供支持的AI代理。

The first agent to debut on the Netmind platform is Zoey , an AI application in the health space that provides personalized health coaching, longevity supplements, and mental health support, all tied to a major London-based longevity center. Zoey’s token, NML, was issued this week and has surged 270% in market value to about $8 million.

在NetMind平台上首次亮相的第一個代理是Zoey，這是健康領域中的AI應用程序，可提供個性化的健康教練，長壽補品和心理健康支持，所有這些都與倫敦主要的長壽中心息息相關。 Zoey的代幣NML本週發行，市場價值飆升至約800萬美元。

Other highlights of AI on BNB Chain this week include:

本週BNB鏈上AI的其他亮點包括：

III. Project Highlights

iii。項目亮點

Launch of KAITO

Kaito的推出

Kaito AI’s airdrop event went live as scheduled, and as expected, caused chaos on the chain.

Kaito AI的Airdrop活動按計劃進行，並預期造成混亂。

The project attempts to reconstruct the attention economy system, and through the AI-driven InfoFi Model and $KAITO tokens, it returns the right to value distribution to users, creators, and brands, rather than having centralized platforms monopolize the profits. Its mechanism ensures that all content contributors can receive fair returns, truly realizing the decentralized circulation of attention value.

該項目試圖重建注意力經濟系統，並通過AI驅動的Infofi模型和$ KAITO令牌，它返回了對用戶，創建者和品牌的價值分配的權利，而不是讓集中式平台壟斷利潤。它的機制可確保所有內容貢獻者都可以獲得公平的回報，從而真正實現了注意力價值的分散循環。

In the era of GenAI, attention is value (or “Yaps” as Kaito calls it). $KAITO tokens, as the economic layer infrastructure, realize this value conversion mechanism.

在Genai時代，注意力是價值（或Kaito稱之為“ YAP”）。作為經濟層基礎設施，$ kaito代幣實現了這種價值轉換機制。

About this airdrop: Initially, the community can only claim 10% of the airdrop share , and the reward targets are early contributors (yappers) and Genesis NFT holders. With KAITO launched at a fully

關於這款空調：最初，社區只能佔據空調的10％，獎勵目標是早期貢獻者（Yappers）和Genesis NFT持有人。凱托（Kaito）完全推出