代理标记化之后会发生什么？

代币化的概念一直让我着迷。这看起来很简单，但每当新事物被代币化时，人们的注意力就会迅速转移到它身上。

Original Title: Random Sunday Thoughts on What Comes After Agent Tokenization? Author: Defi0xJeff, Crypto Kol Compiled by: zhouzhou, BlockBeats

原标题：周日随机思考代理代币化之后会发生什么？作者：Defi0xJeff、加密达人 编译：周舟、BlockBeats

Editor's Note: This article discusses the trend of tokenization and its future development, covering advancements in tokenization across various fields such as assets, art, yield, and AI agents. It introduces how pioneers of different types of tokenization are driving industry change and explores potential future trends in tokenization, including data, attention, and AI applications. Tokenization is not only a technological innovation but also a force that changes how people interact and creates new opportunities.

编者按：本文讨论了代币化的趋势及其未来发展，涵盖了资产、艺术品、收益和人工智能代理等各个领域的代币化进展。它介绍了不同类型代币化的先驱如何推动行业变革，并探讨了代币化的未来潜在趋势，包括数据、注意力和人工智能应用。代币化不仅是一项技术创新，也是改变人们互动方式并创造新机会的力量。

The following is the original content (reorganized for readability):

以下为原文内容（为方便阅读而重新整理）：

The concept of tokenization has always fascinated me; it seems simple, yet whenever something new is tokenized, attention quickly shifts to it.

代币化的概念一直让我着迷。这看起来很简单，但每当新事物被代币化时，人们的注意力就会迅速转移到它身上。

Here’s a summary of some tokenization trends we’ve seen so far, looking at how they have developed and what might happen in the future:

以下是我们迄今为止看到的一些代币化趋势的总结，看看它们是如何发展的以及未来可能会发生什么：

Tokenization of Assets

资产代币化

The initial trend of tokenization.

代币化的初步趋势。

Bitcoin created the first decentralized, secure, and transparent ledger system, paving the way for the digital representation of assets. Subsequently, the emergence of Ethereum in 2015 introduced smart contracts, allowing assets to be programmable—whether real estate, artwork, or DeFi.

比特币创建了第一个去中心化、安全且透明的账本系统，为资产的数字表示铺平了道路。随后，2015 年以太坊的出现引入了智能合约，使资产变得可编程——无论是房地产、艺术品还是 DeFi。

Today, Ethereum's market value has reached $470 billion, showcasing the impact of tokenization on assets.

如今，以太坊市值已达4700亿美元，可见代币化对资产的影响。

Tokenization of Art (NFTs)

艺术代币化（NFT）

The rise of NFTs brought tokenization into the art world.

NFT 的兴起将代币化带入了艺术世界。

In 2017, projects like CryptoPunks and CryptoKitties brought NFTs into the public eye. By 2021, NFT trading volume reached $13 billion, becoming the preferred method for representing digital art and collectibles. Many collectibles, such as CryptoPunks, BAYC, and Art Blocks, peaked at prices in the millions of dollars in 2021.

2017 年，CryptoPunks 和 CryptoKitties 等项目让 NFT 进入了公众的视野。到 2021 年，NFT 交易量达到 130 亿美元，成为代表数字艺术和收藏品的首选方式。 CryptoPunks、BAYC 和 Art Blocks 等许多收藏品的价格在 2021 年达到了数百万美元的峰值。

Tokenization of Yield

收益代币化

Another significant change is the tokenization of yield.

另一个重大变化是收益率的代币化。

Pendle fi first proposed the concept of tokenizing future yield in 2021. It created a market that allows trading of fixed and variable yields, adding flexibility and liquidity to DeFi. Pendle began to grow rapidly in 2023, especially in the LST (Liquid Staking Tokens) and points market in early 2024.

Pendle fi 在 2021 年首次提出了未来收益率代币化的概念。它创建了一个允许固定和可变收益率交易的市场，为 DeFi 增加了灵活性和流动性。 Pendle于2023年开始快速增长，尤其是2024年初在LST（Liquid Stake Tokens）和积分市场。

Today, the market value of $PENDLE is $1.6 billion.

如今，$PENDLE 的市值为 16 亿美元。

Tokenization of AI Agents

AI代理的代币化

Now, we are seeing the tokenization of AI agents.

现在，我们看到人工智能代理的代币化。

Virtuals io launched a platform where users can create AI agents and tokenize them, effectively funding their development costs.

Virtuals io 推出了一个平台，用户可以在其中创建人工智能代理并将其代币化，从而有效地资助其开发成本。

The concept of AI agents began in October 2024, with Virtuals creating a market for agent ownership. To date, the market value of $VIRTUAL has reached $2.5 billion.

人工智能代理的概念始于 2024 年 10 月，Virtuals 创建了代理所有权市场。迄今为止，$VIRTUAL 的市值已达到 25 亿美元。

What is the Next Big Trend in Tokenization?

代币化的下一个大趋势是什么？

In these areas—assets, art, yield, AI agents—we can see a clear pattern: pioneers in each field often experience rapid adoption and significant price volatility.

在这些领域——资产、艺术、收益、人工智能代理——我们可以看到一个清晰的模式：每个领域的先驱者往往会经历快速采用和显着的价格波动。

Here are some ideas I am keeping an eye on:

以下是我正在关注的一些想法：

Tokenization of Data

数据标记化

withvana is exploring DataDAOs and Data Liquidity Pools (DLPs).

withvana 正在探索 DataDAO 和数据流动性池 (DL​​P)。

Users can contribute data to these pools, retain data ownership, and earn rewards based on the quality of their contributions. Essentially, it transforms data into a liquid, tradable asset.

用户可以向这些池贡献数据，保留数据所有权，并根据贡献的质量获得奖励。本质上，它将数据转化为流动的、可交易的资产。

$VANA launched on December 16, and the concept of data ownership tokenization could be very large.

$VANA 于 12 月 16 日推出，数据所有权代币化的概念可能非常大。

Tokenization of Attention

注意力标记化

kai to ai is working on attention tokenization in Web3, demonstrating the ability to generate and facilitate more attention through platforms, mind-sharing dashboards, and the recent Yap-to-Earn feature.

kai to ai 正在研究 Web3 中的注意力标记化，展示了通过平台、思想共享仪表板和最近的 Yap-to-Earn 功能产生和促进更多注意力的能力。

Their Yap per leaderboard encourages thought leaders to speak up more, earning Yap points that ultimately lead to airdrops of the $KAITO token.

他们的 Yap 每个排行榜鼓励思想领袖更多地发言，赚取 Yap 积分，最终导致 $KAITO 代币空投。

Essentially, Yap = Attention = $KAITO. This is an interesting way to showcase how Web3 is redefining user engagement.

本质上，Yap = 注意力 = $KAITO。这是展示 Web3 如何重新定义用户参与度的有趣方式。

Tokenization of AI Applications

人工智能应用的代币化

This seems to be a natural extension of the AI agent trend.

这似乎是人工智能代理趋势的自然延伸。

With the rise of tools and ecosystems like Replit, we are getting closer to personalized software creation. Tokenized AI applications can allow users to initiate development and own a share of the revenue generated by the applications.

随着 Replit 等工具和生态系统的兴起，我们离个性化软件创建越来越近。代币化的人工智能应用程序可以允许用户启动开发并分享应用程序产生的收入。

Competitors in this space include alchemist AI app and myshell ai, both empowering creators to build revenue-generating AI applications, providing practical and scalable use cases.

该领域的竞争对手包括 Alchemist AI 应用程序和 myshell ai，它们都使创作者能够构建创收的 AI 应用程序，提供实用且可扩展的用例。

Myshell goes a step further by allowing investors to directly invest in these applications and receive a share of the revenue generated in the future. This model not only supports development but also aligns the interests of creators and investors.

Myshell 更进一步，允许投资者直接投资这些应用程序并获得未来产生的收入的一部分。这种模式不仅支持发展，而且使创作者和投资者的利益保持一致。

Final Thoughts

最后的想法

Tokenization trends always bring new waves of innovation and adoption, but what excites me is not just the technology itself—but how it brings people together and shifts focus to new opportunities.

代币化趋势总是带来新的创新和采用浪潮，但令我兴奋的不仅仅是技术本身，还有它如何将人们聚集在一起并将焦点转移到新的机遇上。