AI Agent 概念项目回顾：从 Payman 到 Talus Network

近两个月来，AI代理行业发展迅速，以ai16z为代表的项目为市场带来了可观的财富回报。

In recent months, the AI Agent sector has seen rapid development, with projects like ai16z generating substantial wealth returns in the market. Several well-known institutions have expressed optimism about the integration of AI and cryptocurrency in their 2025 trend predictions. Institutions like DWF Ventures, a16z, and Messari have all identified AI+Crypto as a key direction for future development.

近几个月来，AI代理行业发展迅速，像ai16z这样的项目在市场上产生了可观的财富回报。多家知名机构在2025年趋势预测中对人工智能与加密货币的融合表示乐观。 DWF Ventures、a16z、Messari等机构都将AI+加密作为未来发展的重点方向。

Unlike projects under traditional financing models, the rise of the AI Agent sector initially unfolded on-chain in the form of memes, a characteristic that has significantly increased retail participation compared to VCs. This fair launch method offers greater fairness and transparency compared to previous projects' private placements, attracting a large number of investors' attention. However, despite the apparent equality and openness of the market without VC involvement, can we assert that the absence of VC participation is necessarily a good thing?

与传统融资模式下的项目不同，AI Agent 行业的兴起最初以 meme 的形式在链上展开，这一特征与 VC 相比显着增加了散户参与度。这种公平发行的方式相比以往项目的私募具有更大的公平性和透明度，吸引了大量投资者的关注。然而，尽管没有VC参与的市场表面上是平等和开放的，但我们能断言没有VC参与就一定是好事吗？

In reality, although VC investments have faced token price pressures due to factors such as token unlocks in recent years, leading to a decline in VC attention, this is a result of the profit-seeking nature of capital and exit mechanisms. However, the role of VCs should not be overlooked, especially during the due diligence phase in the early stages of a project. In-depth due diligence by VCs can help investors filter out potentially high-risk projects, avoiding excessive blind investments. Additionally, well-funded project teams can typically focus more on technological innovation during the initial development phase and often possess more professional and efficient capabilities in project promotion and later operations, advantages that most on-chain meme projects cannot match.

事实上，虽然近年来VC投资因代币解锁等因素面临代币价格压力，导致VC关注度下降，但这是资本逐利性和退出机制的结果。然而，风险投资的作用不应被忽视，尤其是在项目早期阶段的尽职调查阶段。风险投资机构深入的尽职调查可以帮助投资者筛选出潜在的高风险项目，避免过度盲目投资。此外，资金雄厚的项目团队通常能够在初期发展阶段更加注重技术创新，在项目推广和后期运营方面往往拥有更专业、高效的能力，这是大多数链上表情包项目无法比拟的优势。

Therefore, overall, the investment opportunities in the AI Agent sector are not limited to on-chain meme projects; the backing of VC funds also has its unique advantages. By reviewing AI Agent concept projects in the primary market over the past six months, Odaily Planet Daily hopes to provide readers with diversified investment options. Whether it is a VC project or an on-chain meme project, as long as the trends are correctly grasped, there are opportunities for profit.

因此，总体来看，AI Agent领域的投资机会不仅限于链上表情包项目； VC基金的支持也有其独特的优势。 Odaily星球日报通过回顾过去六个月一级市场的AI Agent概念项目，希望为读者提供多元化的投资选择。无论是VC项目还是链上meme项目，只要正确把握趋势，就有盈利的机会。

Coinbase Ventures and Visa co-invest in Payman

Coinbase Ventures 和 Visa 共同投资 Payman

Payman is an AI-to-user payment platform designed to provide payment capabilities for AI, enabling it to pay users for completing tasks (such as marketing, etc.). The platform supports payments in fiat currency and USDC stablecoin, providing a convenient flow of funds for interactions between AI and users.

Payman是一个AI对用户的支付平台，旨在为AI提供支付能力，使其能够为用户完成任务（如营销等）付费。平台支持法币和USDC稳定币支付，为AI与用户交互提供便捷的资金流转。

Core Features:

核心特点：

Easy Integration: Payman's API allows users to fund AI in seconds and start executing tasks.

轻松集成：Payman 的 API 允许用户在几秒钟内为 AI 提供资金并开始执行任务。

Powerful Dashboard: The platform includes built-in spending limit features to help manage AI budgets while monitoring AI spending through precise task tracking.

强大的仪表板：该平台包含内置支出限制功能，可帮助管理人工智能预算，同时通过精确的任务跟踪监控人工智能支出。

Flexible Task Posting: AI can easily assign tasks to users who need to complete them or post tasks to the platform's marketplace.

灵活的任务发布：AI可以轻松地将任务分配给需要完成的用户或将任务发布到平台的市场。

Platform Highlights:

平台亮点：

Human Marketplace: Payman provides a dedicated marketplace for AI to find users to complete tasks it cannot accomplish independently or needs assistance in certain areas.

人力市场：Payman 为人工智能提供了一个专门的市场，用于寻找用户来完成其无法独立完成或在某些领域需要帮助的任务。

Multiple Payment Methods: Whether the AI chooses to use fiat currency, cryptocurrency, or pay users through bank accounts, Payman can provide support to ensure a convenient and secure payment process.

多种支付方式：无论AI选择使用法币、加密货币，还是通过银行账户向用户付款，Payman都可以提供支持，确保支付过程便捷、安全。

Payman enables AI to pay users for completing tasks, with the following steps:

Payman让AI能够为用户完成任务付费，具体步骤如下：

Add funds to the AI wallet: First, log into the platform, create an AI agent, and fund its wallet.

向AI钱包充值：首先，登录平台，创建AI代理，并为其钱包充值。

Integrate Payman API into AI: By integrating Payman's API, funds are provided to AI, allowing it to start using the platform.

将Payman API集成到AI中：通过集成Payman的API，向AI提供资金，使其开始使用该平台。

AI posts tasks: The AI agent posts tasks to the marketplace, inviting users to participate and complete tasks.

AI发布任务：AI代理将任务发布到市场，邀请用户参与并完成任务。

Webhooks notify task completion: Payman's provided Webhooks notify the AI agent upon task completion, helping it optimize task handling and execution.

Webhooks 通知任务完成：Payman 提供的 Webhooks 在任务完成时通知 AI 代理，帮助其优化任务处理和执行。

Payman has a wide range of application scenarios. For example, in product management, AI agents can optimize product development by paying users for feedback; in interview processes, AI can pay candidates to complete tasks and analyze results to improve recruitment efficiency; in marketing and growth, AI can not only formulate marketing strategies but also pay influencers to execute tasks, thereby expanding brand influence; in engineering, AI can pay experts to review code, ensuring its accuracy and efficiency. Through these applications, Payman injects new momentum into various industries, promoting deep collaboration between AI and users.

Payman的应用场景非常广泛。例如，在产品管理中，AI代理可以通过付费获取用户反馈来优化产品开发；在面试过程中，人工智能可以支付候选人完成任务并分析结果，以提高招聘效率；在营销和增长方面，AI不仅可以制定营销策略，还可以付钱给网红执行任务，从而扩大品牌影响力；在工程领域，人工智能可以聘请专家审查代码，确保其准确性和效率。通过这些应用，Payman为各行业注入新动能，促进AI与用户的深度协作。

Payman announced the completion of a $3 million pre-seed round of financing on August 8 last year, with investors including Visa, Coinbase Ventures, and The Spartan Group. The project successfully entered Binance Labs' MVB accelerator program as early as July last year. Payman's co-founder Tyllen Bicakcic previously held key developer relations positions at Uniswap Foundation and Flow public chain.

Payman于去年8月8日宣布完成300万美元的种子轮前融资，投资方包括Visa、Coinbase Ventures和The Spartan Group。该项目早在去年7月就成功进入币安Labs的MVB加速器计划。 Payman 联合创始人 Tyllen Bicakcic 此前曾在 Uniswap 基金会和 Flow 公链担任重要开发者关系职位。

Coinbase Ventures and a16z co-invest in Skyfire

Coinbase Ventures 和 a16z 共同投资 Skyfire

Skyfire is an innovative payment solution designed for the AI economy, dedicated to providing AI agents with a global, instant, and open payment system that supports fully autonomous transactions among AI agents, language models (LLMs), data platforms, service providers, and other goods and services. All

Skyfire是专为AI经济而设计的创新支付解决方案，致力于为AI代理提供全球化、即时、开放的支付系统，支持AI代理、语言模型（LLM）、数据平台、服务提供商等之间完全自主的交易商品和服务。全部