2024加密AI市場回顧：總市值突破$70B，專案數突破600個

2024年，「加密+人工智慧」領域實現了前所未有的突破性成長。今年年初，這個領域還只有少數幾個項目，但現在它已經成為加密市場中不可忽視的獨立賽道。

In 2024, the "Crypto+AI" field achieved unprecedented explosive growth. At the beginning of the year, there were only a handful of projects in this field, but now it has become an independent track in the crypto market that cannot be ignored.

2024年，「加密+AI」領域實現了前所未有的爆發性成長。年初，該領域的專案屈指可數，但如今已成為加密市場中不可忽視的獨立賽道。

According to the latest data compiled by ChainCatcher, the total market value of assets in the crypto AI sector exceeded the US$70 billion mark on December 7, accounting for as much as 2% of the entire crypto market, with an annual growth rate of 400%.

根據 ChainCatcher 最新數據顯示，加密 AI 領域資產總市值於 12 月 7 日突破 700 億美元大關，佔整個加密市場的 2%，年增長率達 400%。

At the same time, the number of crypto AI projects has also shown explosive growth, currently exceeding 600, covering multiple categories of products such as decentralized AI infrastructure and AI Dapp.

同時，加密AI項目數量也呈現爆炸性成長，目前已超過600個，涵蓋去中心化AI基礎設施、AI Dapp等多品類產品。

Looking back at 2024, the crypto AI narrative has undergone several major changes. At the beginning of the year, the Sora project launched by OpenAI ignited the hype of crypto AI infrastructure. Subsequently, the convening of Nvidia's annual AI conference pushed decentralized GPUs to the focus of market attention, and investors began to pursue AI decentralized infrastructure. In the middle of the year, the crypto AI track ushered in an investment boom, and crypto VC institutions announced their layout. Many crypto projects received financial support, which accelerated the development and application of technology. At the end of the year, the outbreak of AI Agent Meme pushed the crypto AI narrative to a new climax.

回顧 2024 年，加密人工智慧的敘述經歷了幾項重大變化。年初，OpenAI推出的Sora專案點燃了加密AI基礎設施的熱潮。隨後，英偉達年度AI大會的召開將去中心化GPU推向市場關注的焦點，投資者開始追逐AI去中心化基礎設施。年中，加密AI賽道迎來投資熱潮，加密VC機構紛紛宣布佈局。許多加密項目獲得了資金支持，加速了技術的發展和應用。年底，AI Agent Meme 的爆發將加密 AI 敘事推向了新的高潮。

The total market value of encrypted AI assets exceeded US$70 billion this year, and the number of related projects exceeded 600

今年加密AI資產總市值突破700億美元，相關項目超過600個

According to the latest data from CoinMarketCap, the number of tokens included in the Crypto*AI sector has reached 355, and its total asset market value exceeded the $70 billion mark on December 7, with a peak of $70.42 billion. Currently, affected by the overall crypto market correction trend, as of December 23, the total market value of the Crypto*AI sector has fallen back to $47 billion, and the 24-hour trading volume is still as high as $5 billion.

根據CoinMarketCap最新數據顯示，Crypto*AI板塊納入的代幣數量已達355個，其總資產市值於12月7日突破700億美元大關，高峰達704.2億美元。目前，受整體加密市場回檔趨勢影響，截至12月23日，Crypto*AI板塊總市值已回落至470億美元，24小時交易量仍高達50億美元。

Looking back at the beginning of the year, the total market value of the crypto AI sector was only $17 billion. In less than a year, the total market value of the sector's assets has increased by more than 400%, once again demonstrating the booming development and huge potential of the crypto AI field.

回顧年初，加密人工智慧領域的總市值僅 170 億美元。不到一年的時間，該板塊資產總市值增長超過400%，再次展現了加密AI領域的蓬勃發展和巨大潛力。

Daniel Cheung, co-founder of Syncracy Capital, expressed his opinion on December 12 that although the current crypto AI sector only accounts for about 1% of the total market value of the crypto market, with the continuous evolution of the market cycle and the strong momentum of AI infrastructure and AI Agent, he predicts that the market value of this sector is expected to grow 10 times.

Syncracy Capital 聯合創始人 Daniel Cheung 於 12 月 12 日表示，雖然目前加密 AI 領域僅佔加密市場總市值的 1% 左右，但隨著市場週期的不斷演化和強勁隨著AI基礎設施和AI Agent的發展勢頭，他預測該領域的市場價值預計將成長10倍。

It is worth mentioning that despite the overall decline in the current crypto market, the total market value of the entire crypto market reached 3.4 trillion US dollars on December 23, and the market value of crypto AI assets still accounted for nearly 1.4% of the entire market at this time (the market value accounted for more than 2% at its peak), further proving its future market growth potential.

值得一提的是，儘管目前加密市場整體下滑，但12月23日整個加密市場總市值達到3.4兆美元，加密AI資產市值仍佔整體近1.4%此時的市場（最高峰時市值佔比超過2%），進一步證明了其未來的市場成長潛力。

2024 is a critical turning point for the crypto AI field from emerging to full-scale outbreak. At the beginning of the year, the crypto AI track was still in its infancy, with a handful of projects, mainly represented by decentralized GPU projects Render (RNDR), AI infrastructure Fetch.ai (FET) and WorldCoin. However, in less than a year, the crypto AI field can be divided into multiple sub-tracks, covering decentralized GPUs, AI data platforms, AI infrastructure, AI Agents and other branch tracks, with hundreds of projects.

2024年是加密AI領域從新興到全面爆發的關鍵轉捩點。今年年初，加密 AI 賽道仍處於起步階段，專案屈指可數，主要以去中心化 GPU 專案 Render（RNDR）、AI 基礎設施 Fetch.ai（FET）和 WorldCoin 為代表。然而，不到一年的時間，加密AI領域已可劃分為多個子賽道，涵蓋去中心化GPU、AI數據平台、AI基礎設施、AI Agent等多個分支賽道，項目達數百個。

According to the encryption data platform Rootdata, there are currently more than 600 encryption projects containing AI terms, and this number continues to increase.

根據加密資料平台Rootdata統計，目前包含AI術語的加密項目已超過600個，且這個數字仍在持續增加中。

2024 Crypto AI Catalyst: External forces such as OpenAI narrative, VCs vigorously deploy, AI Agent Meme explodes

2024加密AI催化劑：OpenAI敘事等外在力量、VC大力佈局、AI Agent Meme爆發

Judging from the data trend of the total market value of crypto AI assets, the growth in 2024 showed two significant peaks: the first peak occurred between February and March, while the second occurred after October, ushering in a stronger wave of growth.

從加密AI資產總市值的數據趨勢來看，2024年的成長呈現出兩個明顯的高峰：第一個高峰出現在2月至3月之間，而第二個高峰出現在10月之後，迎來更強勁的一波成長。

During the period from February to March, the growth of the crypto AI field was mainly due to the strong stimulation brought by two landmark events in the AI field.

2-3月期間，加密AI領域的成長主要得益於AI領域兩起標誌性事件帶來的強烈刺激。

In February, OpenAI released the "Vincent Video" model Sora, a breakthrough achievement that has set off a disruptive change in the field of AI. At the same time, the event also greatly promoted the surge in the price of the token WLD of Worldcoin, an iris authentication encryption project led by OpenAI founder Sam Altman, which in turn led to the strong growth of the entire encrypted AI asset sector. During this period, high-quality projects such as B

2月，OpenAI發布了「文森影片」模型Sora，這項突破性成果掀起了AI領域的顛覆性變革。同時，這事件也大大推動了OpenAI創辦人Sam Altman主導的虹膜認證加密專案Worl​​dcoin的代幣WLD價格飆升，進而帶動了整個加密AI資產領域的強勁成長。在此期間，B等優質項目