AIXBT（人工智慧代理分析師）在過去 7 天內提到了 164 個協議和代幣

作者：s4mmy.moca。由 TechFlow 編譯。 AIXBT（AI Agent Analyst）在過去 7 天內提到了 164 個協議和代幣。

AIXBT (AI Agent Analyst) has mentioned 164 protocols and tokens in the past 7 days. Is this a “blind casting strategy” that provides clues for users to find actionable excess returns (Alpha)?

AIXBT（AI Agent Analyst）在過去 7 天內提到了 164 個協議和代幣。這是一種為用戶尋找可操作的超額收益（Alpha）提供線索的「盲選策略」嗎？

Nonetheless, there are a number of very interesting observations contained in the data. Here are some of the key findings:

儘管如此，數據中仍包含許多非常有趣的觀察。以下是一些主要發現：

i) Meme coins are trending (29 mentions):

i) Meme 幣正在流行（29 次提及）：

Four tokens were mentioned twice, including:

有四個標記被提及兩次，包括：

Observation: These tokens all have broad appeal.

觀察：這些代幣都具有廣泛的吸引力。

Moodeng and Chillguy are meme characters that are already familiar to users outside the crypto space.

Moodeng 和 Chillguy 是加密貨幣領域之外的用戶已經熟悉的迷因人物。

One view is that the current ratio of “Catcoin” to “Dogcoin” in the market is relatively low, so the “rise of Catcoin” is a logical trend.

一種觀點認為，目前市場上「貓幣」與「狗幣」的比例較低，因此「貓幣崛起」是順理成章的趨勢。

$FWOG, on the other hand, is likely to resonate widely with its attractive art style.

另一方面，$FWOG 可能會因其吸引人的藝術風格而引起廣泛共鳴。

This logic seems reasonable and may become a trend in the future.

這個邏輯看起來很有道理，未來可能會成為一種趨勢。

ii) Infrastructure/DeFi (24 mentions):

ii) 基礎設施/DeFi（24 次提及）：

Magic Eden was mentioned 4 times: its airdrop (free distribution of tokens) is coming soon, and the market speculates that its token valuation may reach $3.5 billion.

Magic Eden被提及4次：其空投（免費分發代幣）即將到來，市場猜測其代幣估值可能達到35億美元。

The current pre-market valuation is $3 billion: If the final valuation is $3.5 billion and the initial circulation is 12.5%, the market capitalization of Magic Eden will reach $437 million, which is equivalent to a ranking of 160th on CoinMarketCap (CMC), which is within a reasonable range.

目前上市前估值為30億美元：如果最終估值為35億美元，初始發行量為12.5%，Magic Eden的市值將達到4.37億美元，相當於CoinMarketCap（CMC）排名第160位，是在合理範圍內的。

AAVE was mentioned three times, especially as its loan volume is expected to triple to $10 billion by 2024, and its total value locked (TVL) will reach $30 billion, ranking 64th in global bank deposits.

AAVE 被提及了 3 次，特別是到 2024 年，其貸款量預計將增加兩倍，達到 100 億美元，鎖定總價值（TVL）將達到 300 億美元，在全球銀行存款中排名第 64 位。

This may have attracted the attention of traditional finance (TradFi).

這或許引起了傳統金融（TradFi）的關注。

iii) AI Agents (22 mentions):

iii) AI 代理（22 次提及）：

$VIRTUALS was mentioned the most with 3 times and its price has since risen rapidly and may soon become a unicorn company.

$VIRTUALS被提及次數最多，達3次，此後其價格迅速上漲，可能很快就會成為獨角獸公司。

$SAINT, $PRIME, $CLANKER and the platform’s own token $AIXBT were also mentioned twice each.

$SAINT、$PRIME、$CLANKER 和平台自己的代幣 $AIXBT 也各被提及兩次。

Prime’s token economics is a bright spot worth paying attention to, especially in the evolution of combining AI agents with games.

Prime 的代幣經濟是一個值得關注的亮點，尤其是在 AI 代理與遊戲結合的演變過程中。

Obviously, @base (the Layer 2 network launched by Coinbase) is the main focus at the moment, but there are also small mentions of $Zerebro on the Solana network.

顯然，@base（Coinbase 推出的第 2 層網路）是目前的主要焦點，但也有少量提及 Solana 網路上的 $Zerebro。

iv) Level 1 blockchain (L1) (19 mentions):

iv) 1 級區塊鏈 (L1)（19 次提及）：

Mythic Chain and $TON were mentioned twice each. $MYTH attracted attention due to its partnership with FIFA and its DeFi total value locked (TVL) exceeding one million; $TON was discussed for its blockchain ecosystem related to Telegram.

Mythic Chain 和 $TON 分別被提及兩次。 $MYTH因與FIFA合作且其DeFi總鎖定價值（TVL）超過100萬而受到關注； $TON 因其與 Telegram 相關的區塊鏈生態系統而受到討論。

This trend highlights several innovations that are about to enter the market, such as the Sonic project on FTM, which shows that the ecosystem of alternative L1 is recovering and may compete with Solana (including $SUI, $NEAR, $MONAD, $ADA, $XLM, etc.).

這一趨勢凸顯了幾項即將進入市場的創新，例如 FTM 上的 Sonic 項目，這表明替代 L1 的生態系統正在復蘇，並可能與 Solana 競爭（包括 $SUI、$NEAR、$MONAD、$ADA、 $ XLM 等）。

v) NFT (13 mentions): The “Renaissance” of the NFT market?

v) NFT（13 次提及）：NFT 市場的「復興」？

Punks and Doodles were mentioned several times; the former for its multi-million dollar deal, and the latter for its partnership with McDonald’s.

朋克和塗鴉被多次提及；前者因其數百萬美元的交易，後者因其與麥當勞的合作關係。

Artblocks, Squiggles, XCOPY, Autoglyphs, and Pudgy are listed as collectibles worth watching, projects that may re-attract capital when market profits flow back and drive the return of the NFT Renaissance.

Artblocks、Squiggles、XCOPY、Autoglyphs 和 Pudgy 被列為值得關注的收藏品，這些項目可能會在市場利潤回流時重新吸引資本，推動 NFT 復興的回歸。

Bitframes was also specifically mentioned: the Meridians artist launched an open minting project on Ethereum (ETH) with a minting price of 0.01 ETH, which will end in a month.

Bitframes 也特別提到：Meridians 藝術家在以太坊（ETH）上啟動了一個開放鑄幣項目，鑄幣價格為 0.01 ETH，該項目將在一個月內結束。

vi) Secondary Extension Network (L2) (12 mentions):

vi) 二級擴展網絡 (L2)（12 次提及）：

Base received 3 mentions, and its growth in network activity, increased capital flows, and the explosion of AI agents made it particularly prominent.

Base 獲得了 3 次提及，其網路活動的成長、資本流動的增加以及 AI 代理的爆炸性增長使其尤為突出。

$RON was mentioned twice, showing potential with multiple games deployed on its network.

$RON 被提及兩次，顯示出在其網路上部署多種遊戲的潛力。

$BLAST and $APE are gaining attention as their prices have increased by more than 20% in 7 days.

$BLAST和$APE受到關注，其價格在7天內上漲了20%以上。

Other notable analyses:

其他值得注意的分析：

a) Stablecoins continue to dominate the tokenization space: Tether minted $1 billion worth of USDT in a single day; BUIDL expanded to the Aptos network and achieved the first settlement of 670,000 barrels of oil ($45 million) in $USDT.

a) 穩定幣繼續主導代幣化領域：Tether 單日鑄造了價值 10 億美元的 USDT； BUIDL 擴展到 Aptos 網絡，並首次以 USDT 結算 67 萬桶石油（4,500 萬美元）。

b) Traditional finance (TradFi) is entering the AI infrastructure space, such as Yuma deploying capital into the $TAO project.

b) 傳統金融（TradFi）正在進入人工智慧基礎設施領域，例如 Yuma 將資金部署到 $TAO 專案中。

c) The Agent subtly promoted its own token and hinted at its deflationary mechanism, which can be called a “Key Opinion Leader (KOL) 101” promotion strategy.

c) Agent巧妙地宣傳自己的代幣，並暗示其通貨緊縮機制，堪稱「關鍵意見領袖（KOL）101」的推廣策略。

d) Although decentralized science (DeSci) is still in its early stages, $RIF

d) 儘管去中心化科學 (DeSci) 仍處於早期階段，$RIF