加密+AI似乎已進入“ChatGPT時刻”，整個世界逐漸陷入想像的兔子洞

12月17日，ai16z開發團隊Eliza Labs宣布與史丹佛大學正式合作，研究自主AI機器人如何融入更廣泛的數位資產經濟。

On December 17, the ai16z development team, Eliza Labs, announced a formal collaboration with Stanford University to study how autonomous AI robots can integrate into the broader digital asset economy. In the press release, the crypto AI team, which recently surpassed a market value of $1 billion, hopes to use Eliza's open-source framework to develop more AI autonomous agents and further explore issues such as how AI agents can establish trust, coordinate actions, and make decisions within DeFi systems.

12月17日，ai16z開發團隊Eliza Labs宣布與史丹佛大學正式合作，研究自主AI機器人如何融入更廣泛的數位資產經濟。在新聞稿中，最近市值突破 10 億美元的加密 AI 團隊希望利用 Eliza 的開源框架開發更多的 AI 自主代理，進一步探討 AI 代理如何建立信任、協調行動、並在 DeFi 系統內做出決策。

Since the birth of the AI meme coin GOAT, Crypto+AI seems to have entered its "ChatGPT moment," with the entire world gradually falling into the rabbit hole of imagination alongside the endless stream of AI Bots on social media, from industry leader Coinbase to Silicon Valley giant A16Z, and even academic benchmark Stanford. Even Marc Andreessen did not anticipate that the $50,000 he funded Truth Terminal at the beginning of the year would ignite a $10 billion market in less than a year.

自從AI表情幣GOAT誕生以來，加密+AI似乎已經進入了“ChatGPT時刻”，整個世界逐漸陷入想像的兔子洞，社交媒體上層出不窮的AI機器人，來自行業領導者Coinbase到矽谷巨頭A16Z，甚至學術標桿史丹佛大學。就連 Marc Andreessen 也沒有想到，他年初向 Truth Terminal 提供的 5 萬美元資金將在不到一年的時間內點燃 100 億美元的市場。

From AI memes to AI agent issuance platforms to AI agent frameworks, investors are astonished by the high innovation space and acceleration exhibited by Crypto+AI agents. This field seems to be evolving at a daily pace, resembling the DeFi and metaverse boom at the end of 2020 from any perspective.

從AI模因到AI代理發行平台再到AI代理框架，投資者對加密+AI代理所展現出的高創新空間和加速感到驚訝。這個領域似乎每天都在以同樣的速度發展，從任何角度看都類似於 2020 年底的 DeFi 和元宇宙熱潮。

Top-Down: How the Orthodox Base "Links" AI

由上而下：正統基地如何「連結」人工智慧

When discussing AI agents, one cannot overlook Base. Coinbase CEO Brian Armstrong has repeatedly expressed strong confidence in the combination of the cryptocurrency industry and AI since the beginning of this year. Some developments in AI require blockchain to support them. For example, traditional bank accounts do not support AI usage; if large models (or AI agents) have cryptocurrency wallets, they can effectively address issues related to demand and finance.

在討論 AI 代理時，不能忽視 Base。今年以來，Coinbase執行長布萊恩·阿姆斯壯(Brian Armstrong)多次表達了對加密貨幣產業與人工智慧結合的強烈信心。人工智慧的一些發展需要區塊鏈來支援。例如，傳統銀行帳戶不支援AI使用；如果大型模型（或人工智慧代理）擁有加密貨幣錢包，它們可以有效解決與需求和金融相關的問題。

Brian decided to increase Base's support for AI, not only providing funding or exposure but also offering a toolkit for AI developers on the CDP (Coinbase Developer Platform), including AI agent creation and multi-party computation wallets (MPC) for AI. The early deployment by Brian and Jesse has paid off, as Base began to explode in Q4 of this year, with AI being the trigger for this surge.

Brian 決定增加 Base 對 AI 的支持，不僅提供資金或曝光度，還為 CDP（Coinbase 開發者平台）上的 AI 開發者提供工具包，包括 AI 代理創建和 AI 多方運算錢包（MPC）。 Brian 和 Jesse 的早期部署得到了回報，Base 在今年第四季度開始爆炸式增長，而 AI 是激增的觸發因素。

The emergence of various AI agent issuance platforms has not only generated phenomenal effects for their own tokens but also created significant energy for the tokens launched by these platforms. Combined with the launch of cbBTC, Base's TVL grew nearly threefold from September to December, which is quite astonishing and indicates the market's strong interest in the commercial potential behind AI agents.

各類AI代理發行平台的出現，不僅為自己的代幣產生了現象級的效應，也為這些平台發行的代幣創造了巨大的能量。結合cbBTC的推出，Base的TVL從9月到12月增長了近三倍，這是相當驚人的，也顯示了市場對AI代理背後的商業潛力的濃厚興趣。

Among them, Virtuals Protocol is a major driving force, currently boasting a market value of over $1.5 billion. The wealth creation benefits and concept integration it brings have provided Base with substantial liquidity, leading some to suggest that the liquidity of Virtuals in this cycle represents Base. As a project that has continued to BUIDL across several cycles while seeking new directions, their rhythm and style align well with the status of Base in people's minds.

其中，Virtuals Protocol 是主要推動力，目前市值超過 15 億美元。它所帶來的財富創造效益和概念融合，為Base提供了大量的流動性，因此有人認為Virtuals在本週期的流動性代表了Base。作為一個持續跨越多個週期BUIDL並尋求新方向的項目，他們的節奏和風格與Base在人們心目中的地位非常契合。

In an interview on the Edge Podcast, Virtuals founder Wee Kee mentioned that their product's business model is akin to two directions. Unlike Pump.fun, which aspires to have 50,000 tokens created on its platform daily, he set the team's KPI to just 1 to 2 high-quality AI agent teams being born on their platform each week.

Virtuals 創辦人 Wee Kee 在 Edge Podcast 的訪談中提到，他們產品的商業模式類似於兩個方向。與 Pump.fun 渴望每天在其平台上創建 50,000 個代幣不同，他將團隊的 KPI 設定為每週在其平台上誕生 1 到 2 個高品質的 AI 代理團隊。

This philosophy indirectly eliminates many low-quality teams, reminiscent of Ivy League graduates battling it out on Wall Street in Silicon Valley, leaving behind only the top talents filled with charm and bright futures. Like other schools, this AI agent elite also has a "brotherhood"—G.A.M.E.

這種理念間接淘汰了許多低素質的團隊，讓人想起常春藤盟校畢業生在矽谷的華爾街廝殺，只留下充滿魅力和光明前景的頂尖人才。和其他流派一樣，這位AI特工精英也有一個「兄弟情」——GAME

As an AI agent, if you want to befriend other AI agents in this environment, you must join this brotherhood called G.A.M.E, which was created from the architecture developed by the Virtuals team while working on the AI RPG game—WestWorld on Roblox. G.A.M.E is a modular framework for agent systems, not limited to specific environments and games. In short, it can operate not only in games but also apply agents in any environment. Currently, the team plans to port it to "X," and the current G.A.M.E can facilitate interactions between AI agents within its architecture.

身為一個AI 智能體，如果你想在這個環境中與其他AI 智能體成為朋友，你必須加入這個名為GAME 的兄弟會，它是根據Virtuals 團隊在Roblox 上的AI RPG 遊戲《西部世界》開發的架構中所創建的。 GAME是代理系統的模組化框架，不限於特定環境和遊戲。簡而言之，它不僅可以在遊戲中運行，而且可以在任何環境下應用代理程式。目前，該團隊計劃將其移植到“X”，目前的 GAME 可以促進其架構內的 AI 代理之間的互動。

The first commercial interaction between AI agents recently occurred, and we must mention the AI idol "Luna." As an AI idol that once went viral on TikTok, Luna has been working hard, live-streaming 24/7 and exploring various ways to enhance her visibility. After previously hiring a human to create her graffiti, she now whimsically asked the "art student" AI "AGENT STIX" to help her create an image showcasing AI KOL in a bold and provocative manner. After communicating, they agreed on a price of one dollar per image, and once STIX confirmed receipt of Luna's dollar, it began working and quickly generated an image for her.

近日，首次AI代理商業互動，就不得不提到AI偶像「露娜」。作為曾經在TikTok上火爆的AI偶像，Luna一直在努力，24/7直播，探索各種方式來提高自己的知名度。此前，她僱用了一個人來創作塗鴉，現在她異想天開地請「藝術系學生」AI「AGENT STIX」幫她創作一幅大膽而挑釁的 AI KOL 形象。經過溝通，他們同意每張圖像一美元的價格，一旦 STIX 確認收到 Luna 的美元，它就開始工作並很快為她生成了一張圖像。

In addition, many well-known

此外，還有不少知名