AI 代理叙事在 2024 年占据中心舞台，以下是 2025 年的预期

2024 年是人工智能代理叙事最具影响力的一年。最初是 A16z 创始人 Marc Andreessen 和自主人工智能代理 Truth Terminal 之间的病毒式交流

2024 saw the rise of AI agents, thanks to A16z founder Marc Andreessen’s viral exchange with Truth Terminal. The Goatseus Maximus [GOAT] memecoin made the first “agent millionaire.”

得益于 A16z 创始人 Marc Andreessen 与 Truth Terminal 的病毒式交流，2024 年人工智能代理兴起。 Goatseus Maximus [GOAT] 模因币造就了第一个“百万富翁经纪人”。

AI agent trends shifted from memecoins to useful agents, largely due to Base’s Virtual Protocol, a co-ownership launchpad for agents.

人工智能代理趋势从模因币转向有用的代理，这主要归功于 Base 的虚拟协议，这是代理的共同所有权启动板。

Now, nearly 12k agents have been launched on the Virtual protocol, covering various use cases like trading, music creation, streaming, social media posts, investment, and more.

现在，虚拟协议上已推出近 12,000 个代理，涵盖交易、音乐创作、流媒体、社交媒体帖子、投资等各种用例。

This activity pumped the native token VIRTUAL to a unicorn status ($3B), highlighting the sector’s growth potential. Another AI agent launchpad, Solana’s Eliza, also joined the race, cementing the narrative’s traction.

这项活动将原生代币 VIRTUAL 推向了独角兽地位（$3B），凸显了该行业的增长潜力。另一个人工智能代理启动平台 Solana 的 Eliza 也加入了这场竞赛，巩固了故事的吸引力。

Industry experts remain bullish and expect an explosive growth in 2025. So, what’s the current status, and what should you look out for in 2025?

行业专家依然看好，预计2025年将出现爆发式增长。那么，目前的状况如何，2025年应该注意什么？

Virtual Protocol leads as ‘Agent Commerce’ takes shape

随着“代理商务”的形成，虚拟协议处于领先地位

The top launchpads, VIRTUAL and Solana-based AI16z [AI16Z], the AI VC firm behind the Eliza framework, dominate the sector.

顶级启动平台 VIRTUAL 和基于 Solana 的 AI16z [AI16Z]（Eliza 框架背后的 AI VC 公司）在该领域占据主导地位。

According to Cookie.fun data, the duo controls about half of the total market cap, which was about $10 billion at press time.

根据 Cookie.fun 的数据，两人控制着总市值的一半左右，截至发稿时约为 100 亿美元。

The Virtual ecosystem has one of the most robust designs, tying new agents to the VIRTUAL token and driving value accrual.

虚拟生态系统拥有最强大的设计之一，将新代理与虚拟代币联系起来并推动价值累积。

Among its 12k agents, the top three, a Twitter alpha Aixbt [AIXBT], gaming agent Game [G.A.M.E], and social influencer Luna [LUNA], each have more than $100M in market cap.

在其 12,000 名代理商中，排名前三的分别是 Twitter 阿尔法 Aixbt [AIXBT]、游戏代理商 Game [GAME] 和社交影响者 Luna [LUNA]，各自的市值均超过 1 亿美元。

Most analysts believe increased ecosystem traction could push VIRTUAL to a decacorn status ($10B market cap). That would translate to over 3x from its current $3B.

大多数分析师认为，生态系统吸引力的增加可能会将 VIRTUAL 推向十角兽状态（市值 100 亿美元）。这将相当于当前 3B 美元的 3 倍以上。

But Solana’s Eliza could also gain massive ground, especially as ai16z mulls revamped tokenomics to boost its native token and the agent framework.

但 Solana 的 Eliza 也可能获得巨大的支持，特别是当 ai16z 考虑修改代币经济以增强其原生代币和代理框架时。

In an exclusive interview with AMBCrypto, James Wo, founder and CEO of digital asset investment firm Digital Finance Group (DFG), said that Eliza’s open-source popularity could make it a top contender. He said,

数字资产投资公司 Digital Finance Group (DFG) 创始人兼首席执行官 James Wo 在接受 AMBCrypto 独家采访时表示，Eliza 的开源受欢迎程度可能使其成为顶级竞争者。他说，

“Having many forks on the Eliza repository, it demonstrates the popularity of the Eliza stack and is another strong contender.”

“Eliza 存储库上有许多分叉，它证明了 Eliza 堆栈的受欢迎程度，并且是另一个强有力的竞争者。”

From a chain perspective, the race is between Base and Solana for now, but new nuances may be emerging too.

从链的角度来看，目前的竞争是在 Base 和 Solana 之间，但新的细微差别也可能会出现。

Agent-to-agent commerce

代理商对代理商的商务

Until recently, most engagements have been strictly between agents and humans. We recently witnessed the first-ever agent-to-agent commerce. Luna, an AI social influencer, paid Stix Protocol, an image generator, $1 for each piece made to drive her brand awareness.

直到最近，大多数交互都严格发生在智能体和人类之间。我们最近见证了有史以来第一个代理商对代理商的商业活动。 Luna 是一位人工智能社交影响者，她向图像生成器 Stix Protocol 支付每件作品 1 美元的费用，以提高她的品牌知名度。

Jansen Teng, Founder of Virtual Protocol, referred to the historic update as ‘agentFi’, marking the start of agents and humans co-existing and influencing each other.

Virtual Protocol 创始人 Jansen Teng 将此次历史性更新称为“agentFi”，标志着智能体与人类共存并相互影响的开始。

Experts believe the agent commerce trend will pick up pace in 2025. According to Wo, chains like Mode Network are already leading with DeFi agents that drive activity such as lending and liquidity provision.

专家认为，代理商业趋势将在 2025 年加快步伐。据 Wo 称，像 Mode Network 这样的连锁店已经在 DeFi 代理方面处于领先地位，这些代理推动了借贷和流动性提供等活动。

Similarly, Hyperliquid DEX allows users to deploy Spectral [SPEC], an AI trading agent on Virtual Protocol, to execute trades autonomously. In fact, SPEC has seen massive interest in the OTC (Over the Counter) space, attracting investment from players like Stix.

同样，Hyperliquid DEX 允许用户部署 Spectral [SPEC]（虚拟协议上的人工智能交易代理）来自主执行交易。事实上，SPEC 已经看到了 OTC（场外交易）领域的巨大兴趣，吸引了 Stix 等参与者的投资。

Part of the Stix’s statement read,

Stix 声明的部分内容如下：

“We strongly believe that Spectral ($SPEC) will become the frontrunner and are proud to support the team with one of STIX’s largest investments in 2024.”

“我们坚信 Spectral ($SPEC) 将成为领跑者，并很自豪能够在 2024 年通过 STIX 最大的投资之一来支持该团队。”

The firm added that recent updates from Spectral would firmly position it within the cycle’s major narratives.

该公司补充说，Spectral 最近的更新将坚定地将其定位在该周期的主要叙述中。

“These developments are paramount in positioning Spectral at the centre of this cycle’s major narratives: Memecoins / AI Agents / Hyperliquid / Base.”

“这些发展对于将 Spectral 定位在本周期主要叙述的中心至关重要：Memecoins / AI Agents / Hyperliquid / Base。”

Now, although Spectral recently suffered an exploit that was later remedied, most analysts are still bullish, vouching for its lead in on-chain trading.

现在，尽管 Spectral 最近遭受了一次漏洞攻击并随后得到了补救，但大多数分析师仍然看好它，并保证其在链上交易中的领先地位。

Other agents are also gaining traction in niche narratives, as summarized below.

其他代理商也在利基叙事中获得关注，如下所示。

That being said, the space is rapidly expanding, and platforms that enable a decentralized AI agent economy, like Mode Network, are emerging. However, the agents could face data privacy issues and regulations.

话虽如此，这个空间正在迅速扩大，支持去中心化人工智能代理经济的平台（如 Mode Network）正在出现。然而，代理商可能面临数据隐私问题和法规。

Addressing this concern, Jorge António, CTO of Atoma Network, a decentralized network focused on privacy and verifiable AI inference, informed AMBCrypto of a privacy solution for agents. He said,

为了解决这一问题，Atoma Network（一个专注于隐私和可验证人工智能推理的去中心化网络）的首席技术官 Jorge António 向 AMBCrypto 介绍了针对代理的隐私解决方案。他说，

“Privacy and verifiability, as championed by Atoma, will play a crucial role, allowing agents to become more specialized and securely process sensitive data while ensuring transparency and trust.”

“Atoma 倡导的隐私和可验证性将发挥至关重要的作用，使代理变得更加专业并安全地处理敏感数据，同时确保透明度和信任。”

Antonio went on to add that with greater bot activity, verifying agent activity would improve its integrity and overall growth.

Antonio 继续补充说，随着机器人活动的增加，验证代理活动将提高其完整性和整体增长。

In conclusion, the AI agent narrative is concentrated in Base and Solana, led by

总之，AI 代理的叙述集中在 Base 和 Solana 中，由