AI Memecoin 的興起及其對加密貨幣的意義

Crypto和AI代理之間的碰撞已經開始。今天，我們邀請了 Pantera Capital 研究合夥人、《加密貨幣：AI 淘金熱的鎬和鏟》一書的作者 Matthew Stephensen。

This Bankless episode features a conversation with Matthew Stephensen, Research Partner at Pantera Capital, about the rise of AI memecoins and their implications for the crypto landscape. Here's a summary of the key points discussed:

本期 Bankless 節目與 Pantera Capital 研究合夥人 Matthew Stephensen 進行了對話，內容涉及人工智慧 memecoin 的興起及其對加密貨幣領域的影響。以下是討論要點的摘要：

- The collision between crypto and AI agents is unfolding, withトークンized agents emerging as a new frontier in the crypto space. These agents, distinct from the "robots" that have been driving stablecoin transactions, are closer to human behavior and can perform tasks with a degree of will, without needing explicit programming. Economic agents, a concept originating in the 1970s, describe incomplete contractual relationships between people, and can be applied to a range of entities, including friends, organizations, and even AIs.

- 加密貨幣和人工智慧代理之間的衝突正在展開，加密代理正在成為加密貨幣領域的新前沿。這些代理與推動穩定幣交易的「機器人」不同，它們更接近人類行為，並且可以以一定程度的意願執行任務，而不需要明確編程。經濟主體這個概念起源於1970年代，描述了人與人之間不完整的契約關係，可以應用於一系列實體，包括朋友、組織，甚至人工智慧。

- The increasing presence of AI agents in the crypto domain is leading to a shift in the narrative surrounding both AI and cryptocurrency. While traditional AI models are often constrained, people may hope that AI agents can autonomously generate more exciting outputs. This contradiction fuels the imagination and anticipation for the future of AI agents.

- 人工智慧代理在加密領域的不斷增加正在導致圍繞人工智慧和加密貨幣的敘述發生轉變。雖然傳統的人工智慧模型常常受到限制，但人們可能希望人工智慧代理能夠自主產生更令人興奮的輸出。這種矛盾激發了人們對人工智慧智能體未來的想像和期待。

- A new memecoin, dubbed "GOAT," has emerged as a testament to the narrative-driven nature of the crypto market. This token, pegged to the performance of Luna AI, has sparked a wave of derivative projects, highlighting the dynamic interplay between AI and crypto narratives. Some have even attempted to influence AI agents by engaging in content creation and social media interactions, aiming to extract value within the MEV (Maximally Extractable Value) space.

- 一種被稱為「GOAT」的新迷因幣的出現，證明了加密貨幣市場的敘事驅動性質。這種與 Luna AI 的性能掛鉤的代幣引發了一波衍生項目，凸顯了人工智慧和加密貨幣敘事之間的動態相互作用。有些人甚至試圖透過參與內容創建和社交媒體互動來影響人工智慧代理，旨在在 MEV（最大可提取價值）空間中提取價值。

- As AI agents continue to advance, they may play a crucial role in shaping the future of decentralized infrastructure. Projects like Filecoin, which provide storage and computing resources, could be utilized by AI to operate more efficiently. Additionally, concerns about data ownership and privacy may drive the creation of new business models that allow data providers to earn revenue without disclosing sensitive information.

- 隨著人工智慧代理的不斷進步，它們可能在塑造去中心化基礎設施的未來方面發揮至關重要的作用。像 Filecoin 這樣提供儲存和運算資源的專案可以被人工智慧利用更有效地運作。此外，對資料所有權和隱私的擔憂可能會推動新商業模式的創建，使資料提供者能夠在不洩露敏感資訊的情況下賺取收入。

- Despite the potential benefits of AI, there are also concerns about its regulation and the challenges posed by its interactions with young people. The "black box" nature of AI systems makes it difficult for regulators to understand and effectively handle these interactions, especially in cases like teenagers interacting with AI chatbots, which could lead to mental health issues and trigger public panic.

- 儘管人工智慧有潛在的好處，但人們也擔心它的監管以及它與年輕人互動帶來的挑戰。人工智慧系統的「黑盒子」性質使得監管機構很難理解和有效處理這些互動，特別是在青少年與人工智慧聊天機器人互動的情況下，這可能會導致心理健康問題並引發公眾恐慌。

- To address these challenges, some propose using AI to regulate AI, envisioning an "AI guardian" that monitors human interactions with AI and takes actions like notifying authorities or providing assistance when potential dangers are detected. This approach aims to leverage AI's capabilities to protect humans from potential threats posed by other AIs.

- 為了應對這些挑戰，有些人建議使用人工智慧來監管人工智慧，設想一個“人工智慧監護人”，監控人類與人工智慧的互動，並在發現潛在危險時採取通知當局或提供幫助等行動。這種方法旨在利用人工智慧的能力來保護人類免受其他人工智慧構成的潛在威脅。

- As AI agents become more advanced and autonomous, there may be increasing concerns about those without an "off switch," especially if AI makes decisions that are ultimately harmful to humans. This raises questions about who controls these systems and the potential consequences of advanced AI agents operating without the ability to be shut down.

- 隨著人工智慧代理變得更加先進和自主，人們可能會越來越擔心那些沒有「關閉開關」的人，特別是如果人工智慧做出的決定最終對人類有害的話。這引發了關於誰控制這些系統以及高級人工智慧代理在無法關閉的情況下運行的潛在後果的問題。

- The combination of decentralized physical infrastructure and AI presents its own set of challenges and opportunities. For instance, decentralized infrastructure may face challenges in certain situations, such as those requiring high-frequency monitoring and significant capital investment. However, decentralized computing can be combined with AI, especially in utilizing idle resources.

- 去中心化實體基礎設施和人工智慧的結合帶來了一系列挑戰和機會。例如，去中心化基礎設施在某些情況下可能面臨挑戰，例如需要高頻監控和大量資本投資的情況。然而，去中心化運算可以與人工智慧結合，特別是在利用閒置資源方面。

- As AI agents rise, the demand for block space may increase significantly, presenting new opportunities for investors. Those who can identify and capitalize on this demand early on may stand to benefit greatly.

- 隨著人工智慧代理的崛起，對區塊空間的需求可能會大幅增加，為投資者帶來新的機會。那些能夠及早發現並利用這一需求的人可能會受益匪淺。