加密領域AI智能體的發展軌跡

在GOAT出現之前，本輪週期最火的板塊是meme幣，其特徵是包容性強。從動物園裡的河馬MOODENG，到DOGE主人新領養的Neiro，再到網路原生表情包Popcat，展現了「萬物皆可表情包」的潮流。

Cryptocurrency + AI, Seeking PMF

加密貨幣+AI，尋求PMF

PMF (Product Market Fit) is the degree of alignment between a product and market demand. It means that the product must meet market needs. Before starting a venture, entrepreneurs should confirm market conditions, understand what type of customers to target, and clarify the current market environment in the sector before product development.

PMF（產品市場契合度）是產品與市場需求之間的契合程度。這意味著產品必須滿足市場需求。創業前，創業者應確認市場狀況，了解目標客戶類型，並在產品開發前明確產業當前的市場環境。

This concept is applicable to avoid creating products/services that feel good to them but do not resonate with the market. It is also relevant in the cryptocurrency market, where project teams should understand the needs of crypto players to develop products, rather than piling up technology that is disconnected from the market.

這個概念適用於避免創造讓他們感覺良好但不引起市場共鳴的產品/服務。這在加密貨幣市場中也很重要，專案團隊應該了解加密貨幣玩家開發產品的需求，而不是堆砌與市場脫節的技術。

In the past, Crypto AI has often been bundled with DePIN, narrating the use of decentralized data from Crypto to train AI, thereby avoiding reliance on a single entity’s control, such as computing power and data. Data providers can then share the benefits brought by AI.

過去，Crypto AI經常與DePIN捆綁在一起，講述使用Crypto的去中心化資料來訓練AI，從而避免依賴單一實體的控制，例如算力和資料。數據提供者可以分享人工智慧帶來的好處。

According to the above logic, it is more like Crypto empowering AI. Besides tokenizing and distributing benefits to computing power providers, it is difficult for AI to onboard more new users. One could also say that this model is not very successful in terms of PMF.

按照上面的邏輯，它更像是加密賦能AI。除了將利益代幣化並分配給算力提供者之外，AI 很難吸引更多新用戶。也可以說，這一模型在 PMF 方面並不是很成功。

The emergence of AI Agents seems more like an application end. In contrast, DePIN + AI serves as infrastructure, and clearly, applications are simpler and easier to understand, possessing a better ability to attract users, thus having a better PMF than DePIN + AI.

AI Agent的出現，看起來比較像是應用端。相較之下，DePIN+AI作為基礎設施，顯然應用程式更加簡單易懂，具有更好的吸引用戶的能力，因此比DePIN+AI具有更好的PMF。

First, it received sponsorship from A16 Z founder Marc Andreessen (the PMF theory was also proposed by him), leading to the creation of GOAT from a conversation between two AIs, marking the first shot for AI Agents. Now, both ai16 z and Virtual have their respective strengths and weaknesses. What is the development trajectory of AI Agents in the crypto space? What stage are they currently in? Where will they go in the future? Let WOO X Research take you through it.

首先，它得到了 A16 Z 創始人 Marc Andreessen 的贊助（PMF 理論也是他提出的），導致兩個 AI 之間的對話創建了 GOAT，標誌著 AI Agent 的第一槍。現在，ai16 z 和 Virtual 都有各自的優點和缺點。 AI Agent在加密領域的發展軌跡是怎麼樣的？他們目前處於什麼階段？未來他們會去哪裡？讓 WOO X Research 帶您了解一下。

Stage One: Meme Kickoff

第一階段：迷因啟動

Before the emergence of GOAT, the hottest sector in this cycle was meme coins, characterized by strong inclusivity. From the hippopotamus MOODENG from the zoo to the newly adopted Neiro by the DOGE owner, and the internet-native meme Popcat, it showcased the trend of "everything can be a meme." Beneath this seemingly nonsensical narrative, it actually provided fertile ground for the growth of AI Agents.

在GOAT出現之前，本輪週期最火的板塊是meme幣，其特徵是包容性強。從動物園裡的河馬MOODENG，到DOGE主人新領養的Neiro，再到網路原生表情包Popcat，展現了「萬物皆可表情包」的潮流。在這種看似無稽之談的背後，其實為AI特工的成長提供了肥沃的土壤。

GOAT is a meme coin generated from a conversation between two AIs, marking the first time AI achieved its goals through cryptocurrency and the internet, learning from human behavior. Only meme coins can carry such highly experimental projects. Meanwhile, similar concept coins have sprung up like mushrooms after rain, but most functionalities remain limited to automatic posting and replying on Twitter, with no practical applications. At this time, AI Agent coins are often referred to as AI + Meme.

GOAT 是由兩個人工智慧之間的對話產生的迷因硬幣，標誌著人工智慧首次透過加密貨幣和互聯網、學習人類行為來實現其目標。只有模因幣才能承載如此高度實驗性的項目。同時，類似概念幣如雨後春筍般湧現，但大多數功能仍僅限於Twitter上的自動發文和回复，沒有實際應用。此時，AI Agent 幣通常被稱為 AI + Meme。

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People gradually realized that AI Agents could not only interact simply on Twitter but could extend to more valuable scenarios. This includes content production such as music and video, as well as investment analysis and fund management services that are more aligned with crypto users. From this stage onward, AI Agents began to separate from meme coins, forming an entirely new sector.

人們逐漸意識到，AI Agent不僅可以在Twitter上進行簡單的交互，還可以擴展到更有價值的場景。這包括音樂和影片等內容製作，以及更符合加密貨幣用戶的投資分析和基金管理服務。從這個階段開始，AI代理開始與meme幣分離，形成一個全新的領域。

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As AI Agent applications flourish, what sector should entrepreneurs choose to seize this wave of AI and Crypto?

隨著AI Agent應用的蓬勃發展，創業者應該選擇哪些領域來抓住這波AI和加密貨幣的浪潮？

The answer is Launchpad.

答案是啟動板。

When the tokens issued under the platform have a wealth effect, users will continuously seek and purchase tokens issued by that platform. The real profits generated from user purchases also empower the platform token to drive price increases. As the platform token price continues to rise, funds will overflow to the tokens issued under it, creating a wealth effect.

當平台下發行的代幣產生財富效應時，用戶會不斷尋求並購買該平台發行的代幣。用戶購買產生的真實利潤也使平台代幣能夠推動價格上漲。隨著平台代幣價格不斷上漲，資金將溢出至其下發行的代幣，產生財富效應。

The business model is clear and has a positive flywheel effect. However, it is essential to note that Launchpad belongs to the winner-takes-all category with a Matthew effect. The core function of Launchpad is to issue new tokens. In similar functional situations, the competition lies in the quality of the projects under it. If a single platform can consistently produce high-quality projects and has a wealth effect, user stickiness to that issuing platform will naturally increase, making it difficult for other projects to capture users.

商業模式清晰，具有正向飛輪效應。但要注意的是，Launchpad屬於贏家通吃的範疇，具有馬太效應。 Launchpad的核心功能是發行新的代幣。在類似的功能情況下，競爭就在於其下的專案品質。如果單一平台能夠持續產出優質專案並產生財富效應，那麼該發行平台的使用者黏性自然會增加，其他專案就很難捕捉使用者。

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As AI Agents begin to realize more practical functions, they start exploring collaboration between projects to build a more robust ecosystem. The focus of this stage is on interoperability and the expansion of the ecosystem, particularly whether synergies can be created with other crypto projects or protocols. For example, AI Agents might collaborate with DeFi protocols to enhance automated investment strategies or integrate with NFT projects to create smarter tools.

隨著AI Agent開始實現更多實用功能，他們開始探索專案之間的協作，以建立更強大的生態系統。此階段的重點是生態系統的互通性和擴展，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 代理可以與 DeFi 協議合作來增強自動化投資策略，或與 NFT 專案整合來創建更聰明的工具。

To achieve efficient collaboration, a standardized framework needs to be established first, providing developers with preset components, abstract concepts, and related tools to simplify the complex development process of AI Agents. By proposing standardized solutions to common challenges in AI Agent development, these frameworks can help developers focus on the uniqueness of their applications rather than starting from scratch each time, thus avoiding the problem of reinventing the wheel.

為了實現高效率的協作，首先需要建立標準化的框架，為開發人員提供預設的元件、抽象概念和相關工具，以簡化AI Agent複雜的開發過程。透過針對AI Agent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其應用程式的獨特性，而不是每次都從頭開始，從而避免重新發明輪子的問題。

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