區塊鏈白話文

目前，有 30 萬個錢包至少持有一種 AI 代理代幣。這種趨勢會持續下去嗎？現在人工智慧代理的最佳策略是什麼？

Blockchain in Vernacular

區塊鏈白話文

Currently, there are 300,000 wallets holding at least one AI agent token. How will this trend continue? What is the best strategy for AI agents now? What are the future development prospects and challenges facing the industry? This article provides some analysis.

目前，有 30 萬個錢包至少持有一種 AI 代理代幣。這種趨勢將如何持續？現在人工智慧代理的最佳策略是什麼？產業未來的發展前景和麵臨的挑戰是什麼？本文提供了一些分析。

1. The rise of AI agents

1. AI智能體的崛起

In November, AI agents attracted widespread attention, and people's attention gradually shifted from memecoin to this new hot spot. In fact, early versions of AI agents can be traced back to 2020, but the real craze was set off this year, mainly due to the success of VIRTUAL, which achieved an astonishing 3000% growth in just one year. There are several key factors behind Virtuals' success:

11月，AI代理引起了廣泛關注，人們的注意力逐漸從memecoin轉移到了這個新熱點。事實上，AI代理的早期版本可以追溯到2020年，但真正的熱潮是在今年掀起的，主要得益於VIRTUAL的成功，它在短短一年內實現了驚人的3000%的增長。 Virtuals 的成功背後有幾個關鍵因素：

@pumpdotfun model sticks despite challenges of declining market share and increasing criticism

儘管面臨市場份額下降和​​批評增加的挑戰，@pumpdotfun 模式仍然存在

Cleverly combines AI technology with the viral effect of memecoin

巧妙地將人工智慧技術與迷因幣的病毒效應結合起來

Created Luna, an AI influencer managed by Virtuals, who has more than 500,000 followers on TikTok

創造了由 Virtuals 管理的人工智慧影響者 Luna，她在 TikTok 上擁有超過 50 萬粉絲

Launched on the Base platform, which brings together a large number of memecoin traders

上線Base平台，匯聚大量memecoin交易者

In the Web3 space, when a new category of protocols emerges and becomes successful, investor interest quickly rises, creating a snowball effect — or bubble effect, if you prefer. Subsequently, there is always a large number of people flocking to chase the next similar success story. We have witnessed this phenomenon many times in the past with memecoin and Telegram trading bots. Will it be different this time?

在 Web3 領域，當一類新的協議出現並取得成功時，投資者的興趣會迅速上升，從而產生滾雪球效應——如果你願意的話，也可以稱之為泡沫效應。隨後，總會有大量的人蜂擁而至，追逐下一個類似的成功故事。過去，我們透過 memecoin 和 Telegram 交易機器人多次見證過這種現象。這次會有所不同嗎？

2. AI is unstoppable

2.人工智慧勢不可擋

The AI agent industry saw unprecedented growth in 2024. Venture capital in the field soared to $1 billion in one year, an 81.4% increase in deal volume compared to 2023. In the third quarter of 2024, total venture capital in the AI field peaked at $18.9 billion, of which AI agents contributed 28%.

AI代理產業在2024年出現了前所未有的成長。美元，其中AI代理貢獻28%。

In another example of investor confidence, OpenAI closed a $6.6 billion funding round, the largest venture capital deal ever.

投資者信心的另一個例子是，OpenAI 完成了一輪 66 億美元的融資，這是有史以​​來最大的風險投資交易。

3. AI Agents in Web3: Prospects and Reality

3. Web3 中的人工智慧代理：前景與現實

AI agents have numerous use cases in Web3, and they are expected to become more powerful as the technology advances. While this narrative is timely, its full potential is still evolving. In the current market environment, when asset prices are volatile and you need to keep 100% of your assets in stablecoins to maintain the value of your portfolio, AI agents designed for trading perform particularly well. We lack historical data to prove other possibilities.

AI 代理程式在 Web3 中有大量用例，隨著技術的進步，它們預計會變得更加強大。雖然這種敘述是及時的，但其全部潛力仍在不斷發展。在當前的市場環境下，當資產價格波動較大且您需要將100%的資產保留在穩定幣中以維持投資組合的價值時，專為交易而設計的AI代理表現尤其出色。我們缺乏歷史數據來證明其他可能性。

Furthermore, AI trading bots are not new and have been around for years, but have yet to achieve mainstream adoption. If they are so profitable, why is this the case?

此外，人工智慧交易機器人並不新鮮，已經存在多年，但尚未獲得主流採用。如果他們如此有利可圖，為什麼會出現這種情況？

4. Will AI agents become the core of the market boom?

4.AI代理會成為市場繁榮的核心嗎？

I’m a skeptic, so my answer is no. Crypto is full of speculation, 10% is technology, and narratives are fleeting. Remember when re-staking protocols using EigenLayer were getting a lot of attention? That wasn’t all that long ago, but they’ve lost a lot of steam now.

我是一個懷疑論者，所以我的答案是否定的。加密貨幣充滿了投機，10% 是技術，敘事轉瞬即逝。還記得使用 EigenLayer 的重新質押協議受到廣泛關注嗎？那並不是很久以前的事情，但他們現在已經失去了很多動力。

AI agents do have technical support and bring innovative application scenarios, but "novelty" often quickly becomes "normal". As more and more teams rush into developing AI agents, competition intensifies, and more failure cases are inevitable, and the enthusiasm will gradually cool down.

AI智能體確實有技術支持，帶來創新的應用場景，但「新奇」往往很快就會變成「常態」。隨著越來越多團隊湧入開發AI代理，競爭的加劇，更多的失敗案例在所難免，熱情也會逐漸降溫。

Every popular trend in Web3 brings huge opportunities and an exciting journey. The key is to profit in time and quickly move to the next hot spot.

Web3 的每一次流行趨勢都帶來巨大的機會和令人興奮的旅程。關鍵是及時獲利並快速轉移到下一個熱點。

5. Technical issues

5. 技術問題

Even at the technical level, there are still many problems to be solved. Most of the current AI agents have little relevance to Web3 except at the economic level.

即使在技術層面，也還有很多問題需要解決。目前大多數 AI 代理除了經濟層面之外，與 Web3 幾乎沒有任何關聯。

But…the total market value of AI agents is expected to double from $7 billion to $14 billion in two years. As new protocols and new use cases continue to attract users’ attention, this field will inevitably continue to grow.

但是…人工智慧代理的總市場價值預計將在兩年內從 70 億美元翻倍至 140 億美元。隨著新協議和新用例不斷吸引用戶的注意力，該領域將不可避免地繼續增長。

In other words: the industry has huge potential, but the AI agents currently at the forefront of the craze may not be able to maintain their dominance in the coming months.

換句話說：該行業潛力巨大，但目前處於熱潮最前沿的人工智慧代理可能無法在未來幾個月內保持其主導地位。

6. Short-term outlook

6. 短期展望

Now to the opportunity at hand: Solana’s AI agents are at a clear low point. This view is mainly based on @0xkyle__'s article on X, which I generally agree with, but remember to do your own research (DYOR) as always.

現在來看看手頭上的機會：Solana 的人工智慧代理正處於明顯的低點。這個觀點主要基於@0xkyle__關於X的文章，我大致同意，但記得一如既往地做你自己的研究（DYOR）。

Currently, liquidity is flowing into altcoins and Base on centralized trading platforms, and the market sentiment towards Solana is particularly pessimistic, especially concerns about the peak of SOL/ETH and SOL/BTC. In this pessimistic atmosphere, two key bets are becoming popular in the crypto circle:

目前，流動性正流入中心化交易平台上的山寨幣和Base，市場對Solana的情緒特別悲觀，尤其是對SOL/ETH和SOL/BTC見頂的擔憂。在這種悲觀的氛圍下，加密貨幣圈中兩個關鍵賭注正在變得流行：

1) Solana will make a strong comeback and set off a second wave of on-chain enthusiasm.

1）Solana將強勢捲土重來，掀起第二波鏈上熱潮。

2) AI agents will rebound accordingly.

2）AI代理將會相應反彈。

Therefore, there are two

因此，有兩個