隨著比特幣停滯不前，加密貨幣人工智慧代理商飆升，等待川普的第一個針對加密貨幣的行動

AI16Z 和 AI Rig Complex 的 ARC 全天上漲超過 30%，而 GRIFFAIN、ZEREBRO 也取得了兩位數的漲幅。

Cryptocurrencies in the emerging artificial intelligence (AI) agents sector surged on Tuesday, while bitcoin (BTC) price stalled below its Monday record highs as traders awaited the first crypto-specific actions from the Donald Trump administration.

新興人工智慧（AI）代理行業的加密貨幣週二飆升，而比特幣（BTC）價格則停滯在周一歷史高點以下，因為交易員等待唐納德·川普政府採取第一個針對加密貨幣的行動。

AI16Z and AI Rig Complex’s (ARC) token rallied over 30% through the day, while GRIFFAIN, ZEREBRO and also booked double-digit advances.

AI16Z 和 AI Rig Complex (ARC) 的代幣全天上漲超過 30%，而 GRIFFAIN、ZEREBRO 也實現了兩位數的上漲。

Part of the rally may have been linked to Tuesday afternoon news about President Trump preparing to announce up to $500 billion in private sector AI infrastructure investment, with firms such as OpenAI, Oracle and Softbank set to be involved.

這次上漲的部分原因可能與週二下午有消息稱，川普總統準備宣布向私營部門人工智慧基礎設施投資高達 5000 億美元，OpenAI、甲骨文和軟銀等公司將參與其中。

Trump also rescinded on Monday Joe Biden’s 2023 executive order on AI risks on consumers, rolling back efforts to regulate the fast-growing sector.

川普也於週一撤銷了喬拜登關於消費者人工智慧風險的 2023 年行政命令，削弱了監管這個快速成長產業的努力。

The crypto AI agent sector has garnered significant mindshare among traders, growing into a multibillion dollar asset class since October when the first AI tokens emerged.

自 10 月第一個人工智慧代幣出現以來，加密人工智慧代理商產業已在交易者中獲得了巨大的關注，並已發展成為數十億美元的資產類別。

These agents, each represented by a crypto token, are autonomous programs developed to perform specific tasks, such as posting on social media, providing market insights, creating memecoins or making transactions on-chain to execute trades.

這些代理均由加密代幣代表，是為執行特定任務而開發的自主程序，例如在社交媒體上發布、提供市場見解、創建模因幣或在鏈上進行交易以執行交易。

“Conviction got tested on ai/crypto, but after Altman gave the blessing, Trump just did the same with the AI infra build-out headline,” Will Clemente, founder of Reflexivity Research, said in an X post. “As long as BTC doesn’t fall back below 100 [thousand dollars], think this sector is where the hot ball of money goes.”

Reflexivity Research 創辦人 Will Clemente 在X 貼文中表示：「人們對人工智慧/加密貨幣的信念進行了測試，但在奧特曼給予祝福後，川普對人工智慧基礎設施建設的標題也做了同樣的事情。 “只要 BTC 不回落到 100 美元以下，我就認為這個領域是熱門資金流向的地方。”

Market awaits Trump catalysts

市場等待川普催化劑

The broader crypto market was in a wait-and-see mode, with most large-cap tokens in the CoinDesk 20 Index posting modest gains.

更廣泛的加密貨幣市場處於觀望狀態，CoinDesk 20 指數中的大多數大盤代幣都出現小幅上漲。

Bitcoin was up 3% over the past 24 hours at $106,000, slightly below its Monday top, boosted by MicroStrategy (MMSTR) adding another 11,000 BTC for $1.1 billion to its treasury. The largest corporate holder of the asset now holds over $49 billion worth of BTC.

受 MicroStrategy (MMSTR) 以 11 億美元的價格追加 11,000 個 BTC 的提振，比特幣在過去 24 小時內上漲 3%，至 106,000 美元，略低於週一高點。該資產的最大企業持有者目前持有價值超過 490 億美元的 BTC。

Ethereum’s ether (ETH) price still wobbles near its 4-year weakest price against BTC as community backlash mounts on the Ethereum Foundation, the development organization behind the blockchain, for losing market share in value and blockchain activity to competitors.

由於區塊鏈背後的開發組織以太坊基金會因將價值和區塊鏈活動的市場份額輸給競爭對手而引發社區強烈反對，以太坊(ETH) 相對於BTC 的價格仍徘徊在4 年來最低水平附近。

“In light of a strong BTC rally into an absurdly frothy weekend of memecoin madness and huge expectations with regard to Trump’s crypto policies, we favor a soft derisking after a very strong two-month period,” K33 Research analysts said in a Tuesday report. “We expect crypto specific executive orders to drive volatility, with the most plausible early executive orders being a SAB 121 repeal and a pardoning of Ross Ulbricht,”

K33 Research 分析師在周二的報告中表示：「鑑於BTC 的強勁反彈進入了memecoin 瘋狂的荒謬泡沫週末，以及對川普加密貨幣政策的巨大期望，我們贊成在經歷了兩個月的強勁表現後進行軟性去風險。 “我們預計加密貨幣特定的行政命令將推動波動，最有可能的早期行政命令是廢除 SAB 121 和赦免 Ross Ulbricht，”

Bitcoin’s weekend surge ran into a resistance at the $110,000 level, but the dips to $100,000 were bought up quickly, noted Joel Kruger, market strategist at LMAX Group.

LMAX Group 市場策略師 Joel Kruger 指出，比特幣週末飆升，在 11 萬美元水平遇到阻力，但跌至 10 萬美元後很快就被買盤。

“There was speculation of selling on the failure of President Trump to make any mention of crypto during the inauguration,” Kruger said in an emailed note. “Such concerns appear to be vastly overstated, especially with so much commitment coming from President Trump towards the space in recent months, including the latest launch of his memecoins, activity at World Liberty Financial, and ongoing talk of a strategic bitcoin reserve.”

克魯格在一封電子郵件中表示：“由於川普總統在就職典禮期間沒有提及加密貨幣，因此有人猜測要拋售。” 「這種擔憂似乎被誇大了，尤其是近幾個月來川普總統對該領域做出瞭如此多的承諾，包括他最新推出的模因幣、世界自由金融的活動以及正在進行的關於比特幣戰略儲備的討論。

“Whatever the case, the outlook remains exceptionally bright, with Monday setbacks well supported into the dip,” he added.

他補充說：“無論如何，前景仍然異常光明，週一的挫折為下跌提供了有力支撐。”