DeFAI：DeFi 與 AI 融合的新前沿

感覺現在各種AI聊天機器人無所不在，當某件事逐漸進入美感疲勞狀態時，人們往往希望找到下一個替代話題。

With the recent surge in popularity of AI chatbots, many are speculating on the next big trend in the crypto space. One possibility that has been gaining attention is the integration of AI with DeFi, a concept often referred to as DeFAI.

隨著人工智慧聊天機器人最近的流行，許多人都在猜測加密貨幣領域的下一個大趨勢。一種備受關注的可能性是人工智慧與 DeFi 的結合，這個概念通常被稱為 DeFAI。

DeFAI essentially aims to combine the strengths of both DeFi and AI, with the latter being utilized to simplify and enhance various DeFi operations. Some potential applications of AI in this context include:

DeFAI 本質上旨在結合 DeFi 和 AI 的優勢，利用後者來簡化和增強各種 DeFi 操作。人工智慧在這方面的一些潛在應用包括：

- Automating tasks such as yield optimization and trading to maximize profits.

- 自動化任務，例如產量最佳化和交易，以實現利潤最大化。

- Reducing human errors and biases in trading strategies through AI-powered decision-making.

- 透過人工智慧驅動的決策減少交易策略中的人為錯誤和偏見。

- Enhancing the capabilities of existing trading bots (e.g., BananaGun) to optimize trading experiences and introduce more engaging token economics.

- 增強現有交易機器人（例如 BananaGun）的能力，以優化交易體驗並引入更具吸引力的代幣經濟學。

Overall, DeFAI encompasses a wide range of DeFi activities, including swaps (token exchanges), farming (yield farming), lending, and borrowing, across multiple platforms.

總體而言，DeFAI 涵蓋了廣泛的 DeFi 活動，包括跨多個平台的互換（代幣交換）、挖礦（流動性挖礦）、借貸和借貸。

Now, let's take a look at some specific projects that embody the DeFAI concept:

現在，我們來看看一些體現DeFAI理念的具體項目：

The first project on our list is Griffain (GRIFFAIN).

我們名單上的第一個項目是格里芬（GRIFFAIN）。

Griffain empowers users to perform any on-chain operation using natural language instructions, extending beyond just trading. It can be簡潔地 understood as an ecosystem that hosts a variety of AI agents, each designed to carry out specific tasks. For instance, these agents can be used to copy wallet transactions or even create new tokens (MemeCoins).

Griffain 使用戶能夠使用自然語言指令執行任何鏈上操作，而不僅僅是交易。它可以簡單地理解為一個託管各種人工智慧代理的生態系統，每個代理都被設計用來執行特定的任務。例如，這些代理商可用於複製錢包交易，甚至創建新的代幣（MemeCoins）。

According to the latest data from Messari, the total market capitalization of DeFAI projects currently stands at less than $1 billion, with Griffain currently leading the pack in terms of market cap.

Messari的最新數據顯示，目前DeFAI專案總市值不到10億美元，其中Griffain目前市值領先。

As shown in the figure below, the latest market capitalization of GRIFFAIN (the token was officially launched on November 3, 2024) is $368 million, according to Messari.

如下圖所示，根據 Messari 的數據，GRIFFAIN（該代幣於 2024 年 11 月 3 日正式上線）最新市值為 3.68 億美元。

The second project is Hey Anon (ANON).

第二個項目是Hey Anon（ANON）。

Having already deployed on multiple chains, including the recent integration with Sonic, Hey Anon is a protocol that combines AI with DeFi. It features a natural language trading interface, autonomous DeFi agents, and research and communication agents. Essentially, the protocol aims to simplify user interactions, aggregate real-time project data, and enable the execution of complex operations via natural language instructions.

Hey Anon 是一個將 AI 與 DeFi 結合的協議，已經部署在多個鏈上，包括最近與 Sonic 的整合。它具有自然語言交易介面、自主 DeFi 代理以及研究和通訊代理程式。從本質上講，該協議旨在簡化用戶交互，聚合即時項目數據，並透過自然語言指令執行複雜的操作。

The project is rumored to have received sponsorship from DWFlabs, a well-known market maker in the crypto space, as depicted in the figure below. However, it's worth noting that the protocol's product is still undergoing internal testing and has yet to be officially launched; the public beta is expected to go live at the end of this month (January 2025).

據傳該計畫獲得了加密貨幣領域知名做市商 DWFlabs 的贊助，如下圖所示。但值得注意的是，該協議的產品仍在進行內部測試，尚未正式上線；公開測試版預計將於本月底（2025 年 1 月）上線。

According to the CMC data platform, the current latest market capitalization of ANON (the token was officially launched on December 22, 2024) is $141 million, as shown in the figure below. This surge may be attributed to the news of sponsorship from DWFlabs, coupled with Hey Anon's recent integration of Aave's lending features, which has directly impacted the price, leading to a nearly 8-fold increase last week.

根據CMC數據平台顯示，ANON（該代幣於2024年12月22日正式上線）當前最新市值為1.41億美元，如下圖所示。這一飆升可能歸因於 DWFlabs 贊助的消息，再加上 Hey Anon 最近整合了 Aave 的借貸功能，直接影響了價格，導致上週上漲了近 8 倍。

The third project is Mode (MODE).

第三個項目是模式（MODE）。

Mode is an L2 built on the OP Stack, aiming to create a DeFi economic ecosystem that is fully operated by AI agents. Currently, the protocol is capitalizing on the opportunity presented by AI Agents, having already integrated over 100 AI Agents within its ecosystem, offering a range of optimized farming and trading functions.

Mode是建立在OP Stack之上的L2，旨在創建一個完全由AI代理運營的DeFi經濟生態系統。目前，該協議正在利用人工智慧代理帶來的機會，已在其生態系統中整合了 100 多個人工智慧代理，提供了一系列優化的農業和交易功能。

According to the CMC data platform, the current latest market capitalization of MODE (the token was officially launched on May 7, 2024) is $94 million, as shown in the figure below.

根據CMC數據平台顯示，MODE（該代幣於2024年5月7日正式上線）當前最新市值為9,400萬美元，如下圖所示。

The fourth project is neur (NEUR).

第四個項目是神經（NEUR）。

Neur aggregates LLM models (Language Model Large, i.e., large language models, such as the currently most popular LLM model, ChatGPT's GPT-4) and is an open-source program designed specifically for the Solana ecosystem. The product is still in the internal testing phase, allowing users to seamlessly interact with various DeFi protocols, NFTs, and more through a smart interface.

Neur聚合了LLM模型（Language Model Large，即大型語言模型，例如目前最受歡迎的LLM模型，ChatGPT的GPT-4），是專門為Solana生態系統設計的開源程式。該產品仍處於內部測試階段，允許用戶透過智慧介面與各種 DeFi 協定、NFT 等無縫互動。

According to the CMC data platform, the current latest market capitalization of NEUR (the token was officially launched on December 23, 2024) is $47 million, as shown in the figure below.

根據CMC數據平台顯示，NEUR（該代幣於2024年12月23日正式上線）目前最新市值為4,700萬美元，如下圖所示。

The fifth project is Orbit (GRIFT).

第五個項目是 Orbit (GRIFT)。

Orbit can be simply described as a DeFi companion program, where its smart agents enable users to interact with multiple protocols across different chains. It currently supports interactions with over 100 blockchains and more than 200 protocols (from EVM to Solana).

Orbit 可以簡單地描述為 DeFi 伴侶程序，其智慧代理使用戶能夠與跨不同鏈的多種協定進行互動。它目前支援與 100 多個區塊鏈和 200 多個協定（從 EVM 到 Solana）互動。

This protocol is said to be launched by the SphereOne team, which is a cross-chain crypto payment platform (there is a prominent Orbit redirect on its official homepage).

該協議據說是由 SphereOne 團隊推出的，這是一個跨鏈加密支付平台（其官方主頁上有一個顯著的 Orbit 重定向）。

According to the CMC data platform, the current latest market capitalization of GRIFT (the token was officially launched on December 6, 20

根據CMC數據平台顯示，GRIFT（該代幣於20年12月6日正式上線）當前最新市值