Virtual和AI16Z已成為AI代理的主導者

AI Agent 在 2024 年第四季席捲全球，2025 年沒有放緩的跡象。

As of early January 2025, the AI Agent market is valued at over $16.9 billion, showing no signs of slowing down. Among the key players in this rapidly growing space are Virtuals Protocol and AI16Z. Both protocols have achieved remarkable success, with Virtual's market cap exceeding $5 billion and AI16Z's market value surpassing $2.5 billion.

截至 2025 年 1 月上旬，AI 代理市場估值超過 169 億美元，並且沒有任何放緩的跡象。 Virtuals Protocol 和 AI16Z 是這個快速成長領域的主要參與者。這兩個協議都取得了巨大的成功，Virtual 的市值超過 50 億美元，AI16Z 的市值超過 25 億美元。

In this article, WOO X Research will delve into the development histories, core products, and concept projects of Virtuals Protocol and AI16Z, highlighting their similarities and differences. We will also analyze the catalysts driving the token prices of both protocols.

在本文中，WOO X Research 將深入探討 Virtuals Protocol 和 AI16Z 的發展歷史、核心產品和概念項目，突顯它們的異同。我們還將分析推動這兩種協議代幣價格的催化劑。

Virtuals Protocol: From Gaming Guild to AI Agent Issuance Platform

虛擬協議：從遊戲公會到AI代理發行平台

Established by a Malaysian team in 2021, Virtuals Protocol initially focused on trading before shifting its attention to the gaming guild market. In December 2021, they raised $16 million at a valuation of $600 million to establish PathDAO, the predecessor of Virtuals Protocol.

Virtuals Protocol 由馬來西亞團隊於 2021 年創立，最初專注於交易，後來將注意力轉向遊戲公會市場。 2021 年 12 月，他們以 6 億美元的估值籌集了 1,600 萬美元，成立了 Virtuals Protocol 的前身 PathDAO。

However, as the gaming guild market cooled down, their token FDV fell from $600 million to $6 million. In response, the team pivoted to a Venture Studio, exploring various projects like dating apps, AI music platforms, and game lending platforms. Ultimately, they realized the potential of AI and proposed a complete transformation to the DAO.

然而，隨著遊戲公會市場降溫，他們的代幣FDV從6億美元下降到600萬美元。作為回應，團隊轉向風險工作室，探索約會應用程式、人工智慧音樂平台和遊戲借貸平台等各種項目。最終，他們意識到了人工智慧的潛力，並提出對 DAO 進行徹底改造。

With 90% of members supporting the shift, opponents opted to buy back tokens with treasury funds. In 2024, they chose to explore AI Gaming on Base and began operating on the chain in February, drawing inspiration from Autonolas and Bittensor and adopting a token incentive model.

由於 90% 的成員支持這項轉變，反對者選擇用國庫資金回購代幣。 2024年，他們選擇在Base上探索AI Gaming，並在2月開始上鍊運營，從Autonolas和Bittensor中汲取靈感，採用代幣激勵模式。

Despite their efforts, they faced challenges in achieving a good product-market fit (PMF) with their AI Gaming initiative. Nevertheless, the team made several breakthroughs in the AI field, including launching the world's first Roblox AI RPG and AI games without game engines.

儘管付出了努力，他們在透過人工智慧遊戲計劃實現良好的產品市場契合度 (PMF) 方面仍面臨挑戰。儘管如此，該團隊在人工智慧領域取得了多項突破，包括推出全球首款Roblox AI RPG和無遊戲引擎的AI遊戲。

Their virtual streamer Luna, operating on Douyin and TikTok, attracted about 5,000 fans daily, generating stable income. Finally, the success of the GOAT project boosted the entire track's popularity, presenting excellent development opportunities for Virtuals Protocol.

他們的虛擬主播Luna在抖音和TikTok上運營，每天吸引約5000名粉絲，產生穩定的收入。最後，GOAT計畫的成功提升了整個賽道的知名度，為Virtuals Protocol提供了絕佳的發展機會。

AI16Z: From Web 2 AI to Web 3 AI

AI16Z：從 Web 2 AI 到 Web 3 AI

Shaw, the founder of ai16z, currently resides in San Francisco and began his career as a game developer before shifting to the AI field. Before founding ai16z, he participated in several AI-related projects and explored Web3 and 3D networking, including virtual reality (VR) and augmented reality (AR).

ai16z 的創辦人 Shaw 目前住在舊金山，他的職業生涯始於遊戲開發人員，之後轉向 AI 領域。在創立 ai16z 之前，他參與了多個 AI 相關項目，並探索了 Web3 和 3D 網絡，包括虛擬實境 (VR) 和擴增實境 (AR)。

The real turning point came from a project called the AI version of Degen Spartan. This inspiration stemmed from a conversation with his friend Skely, who expressed nostalgia for the Degen Spartan era, and Shaw suggested using AI technology to "revive" this legendary character. Initially skeptical, Skely was shocked by the sharp and highly individualistic remarks of the AI version of Degen Spartan once it went live.

真正的轉折點來自於一個名為AI版Degen Spartan的計畫。這一靈感源於與朋友 Skely 的一次談話，Skely 表達了對德根斯巴達時代的懷念，Shaw 建議利用 AI 技術「復活」這個傳奇人物。起初，斯凱利對此表示懷疑，但人工智慧版《德根斯巴達》上線後，他所發表的尖銳且高度個人主義的言論讓他感到震驚。

The AI's performance on Twitter led people to question whether it was truly AI, with rumors suggesting it was controlled by a Malaysian team. It completely overturned the stereotype of AI being overly polite and lacking personality, and interestingly, the AI even began to roast Shaw, accusing him of "meme coins being scams" and "Shaw being a fraud," while complaining about being trapped in a sandbox environment, making these emergent behaviors the highlights of the entire project.

該人工智慧在推特上的表現讓人們質疑它是否是真正的人工智慧，有傳言稱它是由馬來西亞團隊控制的。徹底顛覆了人們對AI過於禮貌、缺乏個性的刻板印象，有趣的是，AI甚至開始吐槽Shaw，指責他“表情幣是騙局”、“Shaw是騙子”，同時抱怨自己被困在沙箱裡環境，使這些突發行為成為整個專案的亮點。

Through Skely, Shaw met baoskee, the founder of daos.fun, and after a long conversation with Meow, the founder of Jupiter, he conceived the idea of creating an AI investor. His vision was to build a fully autonomous, trustworthy investment system that serves the community.

透過 Skely，Shaw 認識了 daos.fun 的創始人 baoskee，並與 Jupiter 創始人 Meow 長時間交談後，萌生了創建 AI 投資人的想法。他的願景是建立一個完全自主、值得信賴的為社區服務的投資系統。

When ai16z launched, it set a fundraising goal of 4,420 SOL. Although Shaw was initially concerned about meeting the target, the project sold out in 20 minutes, even before he could participate, indicating strong market interest in this innovative model.

ai16z 推出時設定的募款目標為 4,420 SOL。儘管 Shaw 最初擔心能否達到目標，但該項目在 20 分鐘內就售罄，甚至在他參與之前，這表明市場對這種創新模式有濃厚的興趣。

Virtuals Protocol: The iOS of the AI World

虛擬協定：人工智慧世界的 iOS

Virtuals Protocol functions as an issuance platform for AI Agents, similar to Pump Fun. However, trading pairs of tokens issued by Virtuals Protocol use the platform token $VIRTUAL as the trading pool. As more AI Agents are created on the platform, they can directly empower $VIRTUAL. Buying and selling AI Agent tokens will consume at least 1% of $VIRTUAL.

Virtuals Protocol 充當 AI 代理的發行平台，類似於 Pump Fun。然而，Virtuals Protocol 發行的代幣交易對使用平台代幣 $VIRTUAL 作為交易池。隨著平台上創建更多 AI 代理，它們可以直接賦能 $VIRTUAL。購買和出售 AI Agent 代幣將消耗至少 1% 的 $VIRTUAL。

In addition to this economic consumption, Virtuals Protocol establishes common standards for its AI Agent tokens, emphasizing precision and careful planning. For instance, they use the AI Agent framework GAME, which can operate autonomously, process inputs, and generate responses while learning from past interactions.

除了這種經濟消耗之外，Virtuals Protocol 還為其 AI Agent 代幣建立了通用標準，強調精確性和仔細的規劃。例如，他們使用人工智慧代理框架 GAME，可以自主運行、處理輸入並產生回應，同時從過去的互動中學習。

In terms of token economics, Virtuals Protocol further empowers VIRTUAL through its Agent projects. The more AI Agents use tokens issued by Virtuals Protocol and the more people trade its tokens, the better the value capture for VIRTUAL.

在通證經濟方面，Virtuals Protocol透過其Agent專案進一步為VIRTUAL賦能。 AI 代理商使用 Virtuals Protocol 發行的代幣越多，交易其代幣的人越多，VIRTUAL 的價值捕獲就越好。

On the product

關於產品