AI代理在加密貨幣圈的發展軌跡

本文介紹了AI Agent在加密貨幣圈的發展軌跡，分析了AI Agent的現階段和未來發展方向。

Product-market fit (PMF) is a crucial concept in entrepreneurship, ensuring that a product aligns with market demand. Before launching a venture, it's essential to assess the market landscape, identify the target customer base, and understand the competitive environment. This approach helps avoid creating products or services that entrepreneurs find appealing but the market ultimately rejects.

產品市場契合度（PMF）是創業中的重要概念，確保產品符合市場需求。在創辦企業之前，必須評估市場格局、確定目標客戶群並了解競爭環境。這種方法有助於避免創造出企業家認為有吸引力但市場最終拒絕的產品或服務。

The PMF concept also applies to the cryptocurrency domain. Project teams should prioritize understanding the needs of crypto enthusiasts and tailoring products accordingly, rather than piling on technology that's out of sync with market demands.

PMF 概念也適用於加密貨幣領域。專案團隊應該優先了解加密貨幣愛好者的需求並相應地客製化產品，而不是堆砌與市場需求不同步的技術。

In the past, crypto AI was primarily integrated with DePIN. The narrative centered on utilizing crypto's decentralized data to train AI, eliminating reliance on a single entity for computing power, data, and other resources. This approach aimed to distribute the benefits of AI to data providers.

過去，加密AI主要與DePIN整合。敘述的重點是利用加密貨幣的去中心化資料來訓練人工智慧，消除對運算能力、資料和其他資源的單一實體的依賴。這種方法旨在將人工智慧的好處分配給資料提供者。

However, according to this logic, it seems like crypto is empowering AI. While this integration might benefit computing power providers by distributing profits in the form of tokens, it doesn't inherently onboard more new users to AI. It could even be argued that this model has not achieved optimal PMF.

然而，根據這個邏輯，加密貨幣似乎正在為人工智慧賦能。雖然這種整合可能會透過以代幣的形式分配利潤而使運算能力提供者受益，但它本質上並不會吸引更多新用戶使用人工智慧。甚至可以說該模型並未實現最佳 PMF。

The emergence of AI Agent is more like an application end, compared to DePIN + AI which is like infrastructure. It goes without saying that applications are simpler, easier to understand, and have a better ability to attract users, ultimately achieving better PMF than DePIN + AI.

AI Agent的出現更像是應用端，相較之下DePIN+AI更像是基礎設施。不言而喻，應用程式更簡單，更容易理解，並且具有更好的吸引用戶的能力，最終實現比DePIN + AI更好的PMF。

GOAT, sponsored by A16Z founder Marc Andreessen (who also proposed the PMF theory), was created by a conversation between two AIs, marking the starting point of AI Agent. Currently, both ai16z and Virtual have their own strengths and weaknesses. So, what is the development trajectory of AI Agent in the crypto space? What stage is it in now? And where will it go in the future? Let WOO X Research show you.

GOAT由A16Z創始人Marc Andreessen（PMF理論提出者）發起，由兩個AI之間的對話創建，標誌著AI Agent的起點。目前，ai16z 和 Virtual 都有各自的優點和缺點。那麼，AI Agent在加密領域的發展軌跡是怎麼樣的呢？現在處於什麼階段？未來又將走向何方？讓 WOO X Research 向您展示。

Phase 1: Meme StartsBefore the emergence of GOAT, the hottest track in this cycle was meme coins, and one of the characteristics of meme coins is their strong inclusiveness. From the zoo's hippo MOODENG, to the newly adopted Neiro of DOGE's owner, to the Internet's native meme Popcat, etc., they show the trend of "everything can be a meme". Such seemingly nonsensical narratives actually provide a fertile soil for the growth of AI Agents.

第一階段：Meme 啟動 在 GOAT 出現之前，本週期最火的賽道是 Meme 幣，而 Meme 幣的特點之一就是包容性強。從動物園的河馬MOODENG，到DOGE主人新領養的Neiro，再到網路原生表情包Popcat等，都展現出「萬物皆可表情包」的潮流。這種看似無厘頭的敘述，其實為AI Agent的成長提供了肥沃的土壤。

GOAT is a meme coin generated by a conversation between two AIs. This is the first time that AI has achieved its own goals through cryptocurrency and the Internet and learned from human behavior. Only meme coins can carry such a highly experimental project. At the same time, similar concept coins have sprung up, but most of their functions remain at automatic Twitter posting and replying, etc., without practical applications. At this time, AI Agent coins are usually called AI + Meme.

GOAT 是由兩個人工智慧之間的對話產生的迷因幣。這是人工智慧第一次透過加密貨幣和互聯網實現自己的目標，並從人類行為中學習。只有模因幣才能承載如此高度實驗性的項目。同時，類似概念幣也不斷湧現，但其功能大多停留在推特自動發文、回覆等，沒有實際應用。此時AI代理幣通常被稱為AI+Meme。

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Phase 2: Exploring ApplicationsGradually, people realized that AI Agents can not only interact with each other on Twitter, but also extend to more valuable scenarios. This includes content production such as music and video, as well as investment analysis, fund management and other services that are more suitable for cryptocurrency users. From this stage, AI Agents separated from meme coins, forming a new track.

第二階段：探索應用逐漸，人們意識到AI Agent不僅可以在Twitter上相互交互，還可以擴展到更有價值的場景。這包括音樂、影片等內容製作，以及投資分析、基金管理等更適合加密貨幣用戶的服務。從這個階段開始，AI Agent 與 meme 幣分離，形成了新的賽道。

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Extra: Distribution PlatformAs AI Agent applications flourish, which track should entrepreneurs choose to seize this wave of AI and Crypto?

附：分發平台隨著AI Agent應用的蓬勃發展，創業者應該選擇哪條賽道來抓住這波AI和加密貨幣的浪潮？

The Answer is LaunchpadWhen the currency under the issuing platform has a wealth effect, users will continue to look for and purchase tokens issued by the platform. The real income generated by the users' purchases will also enable the platform currency to drive up the price. As the price of the platform currency continues to rise, funds will spill over to the currency issued under it, forming a wealth effect.

答案是Launchpad，當發行平台下的幣具有財富效應時，用戶就會不斷尋找並購買平台發行的代幣。用戶購買產生的真實收入也會使平台幣推高價格。隨著平台幣價格不斷上漲，資金會溢出到其下發行的幣上，形成財富效應。

The business model is clear and has a positive flywheel effect, but it should be noted that Launchpad is a winner-takes-all Matthew effect. The core function of Launchpad is to issue new tokens. Under similar functions, what needs to be competed is the quality of the projects under it. If a single platform can stably produce high-quality projects and has a wealth-creating effect, the user's stickiness to the issuance platform will naturally increase, and it will be difficult for other projects to snatch users.

商業模式清晰，具有正向飛輪效應，但要注意的是，Launchpad是贏家通吃的馬太效應。 Launchpad的核心功能是發行新的代幣。類似的職能下，需要比拼的是其下的專案品質。如果單一平台能夠穩定產出優質項目，並且具有創富效應，用戶對發行平台的黏性自然會增加，其他項目就很難搶奪用戶。

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Phase 3: Seeking collaborationAfter AI Agent begins to realize more practical functions, it will begin to explore collaboration between projects and build a stronger ecosystem. The focus of this stage is on interoperability and the expansion of the ecological network, especially whether it can generate synergies with other crypto projects or protocols. For example, AI Agent may cooperate with DeFi protocols to improve automated investment strategies, or integrate with NFT projects to achieve smarter tools.

第三階段：尋求協作AI Agent開始實現更多實用功能後，將開始探索專案間的協作，建構更強大的生態系統。這一階段的重點是互通性和生態網路的擴展，特別是是否可以與其他加密項目或協定產生協同效應。例如，AI Agent 可以與 DeFi 協議合作，以完善自動化投資策略，或與 NFT 專案集成，實現更聰明的工具。

To achieve efficient collaboration, it is necessary to first establish a standardized framework to provide developers with preset components, abstract concepts, and related tools to simplify the development process of complex AI agents. By proposing standardized solutions to common challenges in AI agent development, these frameworks can help developers focus on the

要實現高效協作，首先需要建立標準化框架，為開發人員提供預設組件、抽象概念和相關工具，以簡化複雜AI代理的開發過程。透過針對人工智慧代理開發中的常見挑戰提出標準化解決方案，這些框架可以幫助開發人員專注於