DeFAI 代理：25 倍的貿易機會

對於那些不熟悉的人來說，AI 代理是自主機器人，可以執行特定任務，從交易到社交媒體影響，就像 Aixbt [AIXBT] 代理在 X（以前稱為 Twitter）上所做的那樣。目前，虛擬協定 [VIRTUAL] 等代理的啟動板佔據了該領域的主導地位。

AI agents, also known as autonomous bots, are capable of performing specific tasks, ranging from trading to influencing on social media, like the Aixbt [AIXBT] agent on X (formerly Twitter). Launchpads for agents have currently dominated the space, such as Virtual Protocol [VIRTUAL].

AI 代理，也稱為自主機器人，能夠執行特定任務，從交易到影響社交媒體，例如 X（以前稱為 Twitter）上的 Aixbt [AIXBT] 代理。代理啟動板目前佔據了該領域的主導地位，例如虛擬協定 [VIRTUAL]。

However, a new niche narrative has emerged: ‘DeFAI’ agents. These agents are designed to handle DeFi activities efficiently, including yield farming, swapping, on-chain trading, lending, and borrowing across multiple platforms.

然而，一種新的利基敘事已經出現：「DeFAI」代理人。這些代理商旨在有效地處理 DeFi 活動，包括跨多個平台的流動性挖礦、交換、鏈上交易、借貸和借貸。

A 25x DeFAI trade opportunity

25 倍 DeFAI 貿易機會

Launchpads, like Griffain, are at the forefront of the DeFAI narrative, much like the current AI agent meta. According to Messari research analyst Sam Ruskin, the sector is valued at less than $1B and could rally 25x-50x by the end of 2025. He said,

像 Griffain 這樣的 Launchpad 處於 DeFAI 敘述的最前沿，就像目前的 AI 代理元一樣。 Messari 研究分析師 Sam Ruskin 表示，該行業的估值不到 1B 美元，到 2025 年底可能會上漲 25 倍至 50 倍。

“DeFAI’s market cap is under $1 billion, but I anticipate it could reach $25–$50 billion by the end of 2025.”

“DeFAI 的市值不到 10 億美元，但我預計到 2025 年底可能會達到 25 至 500 億美元。”

Source: Messari

資料來源：梅薩裡

Ruskin highlighted the top three contenders and launchpads in the DeFAI segment: Griffain [GRIFFAIN], Neur [NUER], and Hey Anon [ANON].

Ruskin 重點介紹了 DeFAI 領域的前三名競爭者和啟動平台：Griffain [GRIFFAIN]、Neur [NUER] 和 Hey Anon [ANON]。

Griffain is positioned as the go-to platform for agents targeting token swaps and liquidity management. Neur has advanced, user-friendly features that enhance the understanding of DeFi through natural language and wallet management functions.

Griffain 被定位為針對代幣互換和流動性管理的代理商的首選平台。 Neur 擁有先進、用戶友好的功能，可透過自然語言和錢包管理功能增強對 DeFi 的理解。

Finally, the Hey Anon platform facilitates token swaps and recently integrated with Aave for lending and borrowing. The Aave integration led to a surge in its native token ANON, which jumped nearly 800% in a week.

最後，Hey Anon 平台促進了代幣交換，最近還與 Aave 整合以進行借貸。 Aave 的整合導致其原生代幣 ANON 暴漲，一週內飆升近 800%。

This demonstrated the substantial risk-reward opportunity the new narrative could present for risk-averse investors and traders.

這表明新的敘述可以為規避風險的投資者和交易者帶來巨大的風險回報機會。

Source: GRIFFAIN/USD, TradingVIew

資料來源：GRIFFAIN/美元，TradingVIew

If the trend continues as predicted, Griffain could reprice and aim for $0.80 or higher, potentially following VIRTUAL‘s explosive growth and offering decent gains in favorable market conditions.

如果趨勢如預期繼續下去，Griffain 可能會重新定價，目標價為 0.80 美元或更高，可能會跟隨 VIRTUAL 的爆炸性增長，並在有利的市場條件下提供可觀的收益。